Student Organization Finance Office (SOFO)

students in line at the SOFO window

Contact

Hours

Regular:
Monday - Friday: 9:00 a.m. to 4:00 p.m.    

Summer and Academic Breaks:
Monday - Friday: 9:00 a.m. to 1:00 p.m.

Location

First Floor (map)

The Student Organization Finance Office (SOFO) serves as the banking center for all student groups recognized by Northwestern University. As such, it facilitates financial transactions and offers an independent and verifiable record of all the activity that occurs on these organizational accounts.

Student organizations are financially accountable to their members and the student body at large. Though they are not recognized as legal entities outside of Northwestern, they do, at times, “represent” the University unofficially by the programs and activities they sponsor and make available to the general Evanston public. This association with the University brings them many benefits (e.g., exempt status from Illinois sales tax) and responsibilities (e.g., adherence to documentation requirements).

SOFO is committed to providing student organizations with a financial framework that helps student treasurers maintain accurate and detailed records while allowing them and student presidents the flexibility to pursue their organizations’ stated purposes and objectives.

Statement on Financial Integrity and Conflict of Interest

SOFO actively seeks to improve its operations with regard to service and financial integrity. All SOFO employees are trained according to very strict policies and guidelines. Of primary emphasis in this training is the role of the staff members as verifiers. SOFO employees do not authorize transactions; they simply verify that the transaction requests made at the service counter are congruous with respect to the SOFO Policies and Procedures (PDF).

If a student employee is also an officer of a student organization, that student must interact with SOFO in the same exact manner as would any other student group officer. The person must initiate the transactions at the service counter outside of the office. Further, (s)he cannot assist in processing any transaction affecting her/his own group’s account.

SOFO Application Process

Student oganizations wishing to apply for a SOFO account should follow the below procedure:

  1. Create a Wildcat Connection account.
  2. Download the SOFO application found under 'forms' on the SOFO Wildcat Connection page.
  3. Print and fill out all necessary information.
  4. Scan and submit form on SOFO's Wildcat Connection page.

Applications will only be accepted via Wildcat Connection. If you have issues uploading the form, please contact us at 847-491-2328.

SOFO Authorized

It is required that treasurers be SOFO authorized in order to begin transacting with SOFO. If Presidents wish to make transactions with SOFO, it is necessary that they are authorized as well.

To do so, please follow the procedures below.

  1. View our Prezis below.
  2. Print and fill out the SOFO Quiz. All questions can be answered by reviewing the Prezis or our SOFO Policies and Procedures handbook.
  3. Select three training dates listed on our website, in order of preference, and write the dates on your completed quiz. Note: you only need to attend one session.
  4. Bring your quiz to SOFO and have it graded by an attendant.
  5. You will be given your live presentation date after your quiz is graded. Training dates are filled on a first come, first serve basis.

The Cashier’s Office will be holding workshops on the cash bag process. The dates are listed on the Cashier’s Office website. If you would like to attend a workshop, please e-mail the Cashier’s Office at norris-cashier@northwestern.edu.

Training Dates Available

Spring Quarter Training Dates

Please note that SOFO training will now include Debit Card training as well:

Will be posted before April 1st

Training Prezis

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