Resources for financial officers

This section was prepared to help you do your job as a local's financial officer. 

If you have any questions about how to do anything described in the handbook, please call the helpline at 1-800-363-2873. 

Financial officer's handbook

This handbook was prepared to help you do your work as a Local Union secretary-treasurer or trustee.

This handbook goes through each of the functions of the secretary-treasurer. In particular there is a detailed explanation of how to complete the ledger and per capita forms that are supplied to all Locals by the CUPE Accounting Department.

financial officers handbook

Trustees' audit report package

Article B.3.12 of the CUPE Constitution requires all locals to complete an annual trustees’ report. All the necessary documents required can be downloaded here.