Budgeting & Financial Compliance

Budgeting & Financial Compliance

About the Course

Your campaign needs a budget to ensure you have the cash to see you through to Election Day (as well as a system to to track donations and expenses that complies with your state’s laws). This course helps you build both. It provides templates and tools to make it as straightforward as possible, even for folks who might have some math anxiety.

When to Take This Course

Take this course before you start raising or spending money to make sure you’re following applicable laws from day one. It’ll be most useful if you’ve already calculated your vote goal and know how many people your budget needs to let you talk to.

Take Aways

By the end of this course, you will be able to:

  • Develop a winning budget for your campaign
  • Track your campaign’s outgoing expenses
  • Track your campaign’s incoming donations
  • Write a compliance plan for your campaign
  • Report on your campaign’s finances, in accordance with applicable laws

By the end of this course, you will have these resources for your campaign:

  • A Budget Template
  • An Expense Tracker
  • A Contribution Tracker
  • An Example Compliance Plan
  • The “Getting Started” Checklist

Sign up and enroll in this course to begin!

Course Instructor

Valerie Martin Valerie Martin Instructor

Co-Founder & Partner, Silversmith Strategies Specializing in fundraising, campaign management, and media, Valerie Martin has spent seven election cycles working on competitive campaigns across the country. For the last six years, Valerie worked on national campaigns to create television advertising, provide media trainings for candidates, develop campaign plans, and offer strategic advice. She is now the Co-Founder and Partner at Silversmith Strategies, a full-service media and consulting firm. Previously, Valerie managed two U.S. Senate races, including the 2010 open-seat U.S. Senate race in New Hampshire. Valerie raised money for a governor’s race in Georgia and Claire McCaskill’s 2006 upset victory in Missouri. McCaskill was one of six new Democrats who tipped the balance of the Senate toward Democratic control in the 2006 elections. In 2004, after serving as Finance Director for several Congressional races, Valerie led Allyson Schwartz’s finance team in her successful open-seat bid in PA-13, raising more than $4.6 million in that hotly-contested race. A native of San Diego, California and a graduate of the University of Dayton in Ohio, Valerie currently resides in Chicago.