SOFO Officer Training

SOFO Authorized

It is required that treasurers be SOFO authorized in order to begin transacting with SOFO. Presidents will be required to be authorized starting in Fall 2017.  All Presidents will need to be trained before Winter 2018.  

To become authorized, please follow the procedures below.

  1. View our Pre-Training Presentations below.
  2. Print and fill out the SOFO Quiz. All questions can be answered by reviewing the Pre-training presentations and our SOFO Policies and Procedures handbook.
  3. Select three training dates, in order of preference, and write the dates on your completed quiz. The training dates are posted below. 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.

Pre-Training Presentations

Make sure to review all three of the pre-training presentations before taking the SOFO Quiz. Officers and advisors should also use these presentations as resources throughout their tenure. 

  1. SOFO Info: People, Places and Resources
  2. SOFO Transactions
  3. SOFO Account Maintenance
  4. Cashier’s Office Training

Training Dates Available

Winter Quarter 2018 

Please note that SOFO training includes training from the Cashier's Office:




Norris Room

1/11/18 Thursday 2pm-3:30pm

Arch 206

1/16/18 Tuesday 1:30pm-3pm

Arch 206

1/18/18 Thursday 9:30am-11am

Arch 206

1/22/18 Monday 1pm-2:30pm Rock 207
1/24/18 Wednesday 2pm-3:30pm Evans 102
1/26/18 Friday 2pm-3:30pm Wildcat 101A
1/29/18 Monday 10am-11:30am Evans 102
1/30/18 Tuesday 10:30am-12pm

Evans 102

2/6/18 Tuesday 10:30am-12pm

Evans 102

2/8/18 Thursday 2pm-3:30pm Evans 102
2/12/18 Monday 2pm-3:30pm Evans 102
2/14/18 Wednesday 10:30am-12pm Evans 102
2/19/18 Monday 1pm-2:30pm Evans 102
2/21/17 Wednesday 2pm-3:30pm Evans 102
2/26/18 Monday 10:30am-12pm Evans 102
2/28/18 Wednesday 2pm-3:30pm Rock 207
3/6/18 Tuesday 9:30am-11am Evans 102
3/7/18 Wednesday 2pm-3:30pm Rock 207

Note: If you are not able to make one of the training dates listed, please email the SOFO office (  You will need to let us know why your schedule conflicts with the training dates/times, and your availability. We are not able to do one-on-one trainings but we are trying to accommodate with scheduling alternate trainings.