Student Organization Financial Training

Welcome to the Student Organization Finance Office's (SOFO) Financial Training for all Student Organizations!

This training is primarily designed for Georgia Tech student organization officers processing transactions with SOFO. Follow the directions below to complete the training!


1. To begin the training, watch the video below to learn more about SOFO and the basics of setting up various financial accounts. Following the video, view the downloadable quick tip guide for future reference.

 

Addresses to send collected funds and checks to SOFO and Geogia Tech Foundation, Inc. as mentioned in the video above:

 

Student Organization Financial Office
353 Ferst Drive, Suite 141
Atlanta, GA 30332-0285

Georgia Tech Foundation, Inc.
760 Spring Street NW, Suite 400
Atlanta, GA 30308

Now that you've watched the first video, click the links below to download the quick tip guides for this video. In the guides, you will find more information on the topics discussed in the video above and a documented version of the information in the video for future reference. 

Intro to SOFO & SGA Accounts 
Gift and Custodial Accounts

 

2. Now you are ready to move on to the next section of the training! Watch the following video to learn more about the types of transactions that can be handled within your student organization. Following the video, view the downloadable quick tip guides to find further details.

 

 

You can now click the link below to download the quick tip guide. In the guide, you will find more information on the topics discussed in the video above. 

Types of Payments

 

3. You're almost done - time for the last section! Watch the video below to learn more about the guidelines put into place for payments through your student organization. Following the video, view the downloadable quick tip guide to find further details.

 

You can now click the link below to download the last quick tip guide of the training. In the guide, you will find more information on the topics discussed in the video above. 

 

Payment Guidelines

 

Congratulations! You have successfully completed the Student Organizations Financial Training.

Let's test your knowledge. Please click the link below to complete the mandatory Training Comprehension Quiz: