SECTION FINANCES SALLY-ANN D AMATO DIRECTOR OF OPERATIONS
|
|
- Loreen Osborne
- 5 years ago
- Views:
Transcription
1 SECTION FINANCES SALLY-ANN D AMATO DIRECTOR OF OPERATIONS 10 July 2014
2 Section Guidelines: New Operations Manuals The Transitional Governance Documents have been retired and replaced by the current Operations Manuals: Governance, Version 3 Finance/Administration, Version 2 Education, Version 1 Membership, Version 2 Standards, Version 2
3 Section Guidelines: Operations Manuals Documents can be found here:
4 Section Guidelines: Operations Manuals
5 Section Guidelines: Administrative Toolkit Guidelines for Section administration can be found in the Sections Resources section of the website, under the Local Sections menu item:
6 Section Guidelines: Administrative Toolkit The Administrative Toolkit contains Section guidelines, timelines, processes, and forms.
7 Section Guidelines: Administrative Toolkit The Section Administrative Toolkit : Section Calendar Section Election Information Governor Election Information Section Meeting Guidelines and Forms Honors & Awards Nomination Information and Forms Section Financial Guidelines and Forms
8 Section Guidelines: Budget Basics Budget Process for Sections to Receive Funding: 2015 Budget Form due 1 September 2014 To support your regular monthly Section activities Note: 2015 budgets will be reviewed for approval by Finance and Membership VPs with completed Q1 and Q2 Financial Reports (including receipts). Q Financial Report (including receipts) must be received in order for your 2015 Q1 allotment to be deposited in January ALL Sections are REQUIRED to submit budgets & financial reports, even if you are not requesting any funds from HQ
9 Section Guidelines: Budget Basics
10 Section Guidelines: Budget Basics Society Fiscal Year runs from January 1 to December 31. When preparing your budgets, please keep in mind that we will be adjusting your quarterly allotments to account for the balance in your bank account as of Jan 1, So if your total budget request is $1,000 for 2015 And you have $500 in your Section bank account at the start of 2015 Only $500 will be deposited in 2015 Budget for any Outstanding 2014 Revenue or Expenses that you expect to be paid out in th quarter 2014 expenses that might not be invoiced until 2015 If it s not accounted for, you will not receive extra funding to pay 2014 expenses 4th Quarter 2014 income that might not be paid until 2015 Sponsorships for December meetings, etc.
11 Section Budgeting What s Covered? Society funds, whether advanced from the Home Office or raised locally, shall only be used for purposes that are necessary for conducting Section meetings and that benefit the Section membership as a whole. Section Funds cannot be used to entertain Section or Society Leaders Funds raised locally can be used to fund Governor travel to SMPTE Board Meetings or Conferences, and to cover any unbudgeted expenses. Guest Speaker Expenses (other than dinner) should not be included in the budget unless they are to be covered by sponsorships. Funds are for REGULAR monthly Section meetings, NOT special events. Section Funds should not be used to attend or exhibit at industry events or trade shows.
12 Section Budgeting Speaker Expenses Sections can request up to $1,000 once per year to cover Speaker Expenses for a Section meeting. This request is separate from Section budgeted funds and, if approved, the Speaker will be reimbursed directly by HQ, not through the Section. Any additional Speaker expenses must be covered by sponsorships. Request for approval must be submitted to HQ and Membership VP no later than 60 days before the meeting. See Section of the Membership Operations Manual for specific details.
13 Section Budgeting Special Meetings What is a Special Meeting? Special Meetings Section of Membership Operations Manual Expenses are greater than $2,500, 3x the average monthly meeting budget, or 40% or more of the annual allotment from HQ. Event is an all-day event or longer. Admission fees are charged for attendance. Special Meetings fall into two categories: Special Events Section Conferences
14 Section Budgeting Special Meetings Special Events Purpose is primarily social (Holiday Party, Golf Outing, etc.) Proposal and Budget for the event must be submitted for approval, either WITH the Annual Budget or no later than six weeks before the proposed date of the event. Funds related to the event must be accounted for separate from regular Section funds.
15 Section Budgeting Special Meetings Special Events Included in Annual Section Budget
16 Section Budgeting Special Meetings Section Conferences Purpose is primarily tutorial (Seminar, Workshop, Exhibit, etc) Proposal and Budget for the event must be submitted for approval no less than six months before the proposed date of the event. Funds related to the event must be accounted for separate from regular Section funds. Final accounting of finances due 90 days after event
17 Attendance and Exhibiting at Conferences and Trade Shows Section Funds are meant to be used for monthly meetings and activities that benefit the Section as a whole. Section funds are not to be used to cover registration costs for attendance at conferences or trade shows. Staffing a SMPTE Booth at a Trade Show can raise the visibility of the Society as a whole. Therefore, funding for these types of activities comes from the Society budget and not the Section budget. Requests must be submitted to and approved by HQ in advance of any commitments. Additionally, HQ might request Section assistance in staffing a booth at a trade show. Pre-arranged expenses will be reimbursed.
18 Section Guidelines: Financial Reporting Quarterly Financial Reports are due by the 15 th of the month following each quarter: April 15, July 15, October 15 and January 15 Includes both income and expense actuals, with receipts, expense authorization forms, and bank statements (for non-us Sections) Funds are deposited in Section accounts quarterly Provided Section Quarterly Financial Reports are submitted first Reports filed more than 60 days following the close of a quarter will forfeit that quarter s allotment To ensure timely deposits, please ensure Budgets and Quarterly Financial Reports are timely Invoices from past years that were not in the budget will not be covered Expenses must be submitted to the Secretary/Treasurer for payment within 90 days
19 Section Guidelines: Financial Reporting SMPTE Audit SMPTE undergoes a financial audit each year We are required to report on ALL SMPTE accounts. All Sections are part of the SMPTE organization SMPTE is legally and financially liable for all Section activities US Section Banking All US Sections have SMPTE-maintained bank accounts with Chase This should be the ONLY bank account for the Section Moving to electronic banking Non-US Section Banking Unless otherwise arranged, all Non-US Sections should have ONE SMPTE bank account Monthly bank statements are REQUIRED as part of your Quarterly Financial Reports Moving to HSBC
20 Section Guidelines: Quarterly Reporting Quarterly Financial Reporting Forms Quarterly Reporting Form Has 3 Sections: 1. Bank Statement Reconciliation 2. Accounts Receivable 3. Accounts Payable
21 Quarterly Reporting (Example Case): 1. Bank Statement Reconciliation
22 Quarterly Reporting (Example Case): 2. Accounts Receivable
23 Quarterly Reporting (Example Case): 3. Accounts Payable
24 Section Guidelines: Quarterly Reporting DON T FORGET Quarterly Reports MUST be turned in by the 15 th of the month following the end of the Quarter: After 60 day grace period, allotment is forfeit Expenses submitted to Secretary/Treasurer later than 90 days afterward will not be reimbursed Monthly Bank Statements MUST be included with Reports for Non-US Sections Receipts for ALL expenses MUST be included with Quarterly Reports Each Expense MUST have an Expense Authorization Form No deposit for the next Quarter s allotment will be made into your account until the previous Quarter s Financial Report has been submitted Quarterly Reports (with associated bank statements and receipts) are REQUIRED of ALL Sections, regardless of whether you are requesting funds from SMPTE
25 Section Guidelines: What s New? From the Finance/Administration Operations Manual Section Contract Approval Authority All contracts with liability greater than $2,500 must be submitted to and executed by HQ Section Account Signatories Expense Authorization Forms
26 Section Guidelines: What s New? Section Account Signatories Finance Operations Manual, Section 4 Disbursements against Section-operated funds require two signoffs per disbursement. Expenses Submitted and approved by two signatories (usually Chair and Secretary/Treasurer) Receipts Attached to Expense Authorization Form and included in Quarterly Financial Reports
27 Section Guidelines: What s New? Expense Authorization Form
28 Section Finances ANY QUESTIONS?
29 Questions? THANK YOU!
The Institute of Internal Auditors. Austin Chapter. Policies and Procedures
1. Polling Board Members by e-mail: The Institute of Internal Auditors Austin Chapter Policies and Procedures The Chapter President, or his/her designee, may poll the Board members by e-mail when a decision
More informationInstructions for Completing Georgia State University Foundation Disbursement Request Form
Section 1: Vendor and Department Information Vendor and Department Information Payee Name & Remittance Address: Department Name: P.O Box: Contact Person: Contact E-mail: GSU Employee (yes\no): Social Security
More informationKASFAA Policy and Procedure Manual. A record of membership dues for the past five years can be found in Appendix D of this manual.
11. Financial 11.1 Membership Dues The Board establishes annual membership dues. This rate is subject to change at the discretion of the Board. Honorary Life Members are not charged membership dues. Membership
More informationIEEE Signal Processing Society
IEEE Signal Processing Society Guiding Principles for Conference Finance Chairs This guideline presents a set of formal principles specifically for conference and workshop Finance Chairs or Treasurers.
More informationCHAPTER XII INTERNATIONAL OFFICE & STAFF
CHAPTER XII INTERNATIONAL OFFICE & STAFF A. LCI S SALARY ADMINISTRATION PROGRAM LCI administers salary administration programs in each country in compliance with their laws and/or customs. The salary administration
More information2016 Leadership Institute Get answers to your financial questions. Financially
2016 Leadership Institute Get answers to your financial questions. Financially 2015 IABC Sources of Revenue... 3 2015 IABC Investments... 4 How to develop a budget to achieve chapter goals... 5 Reserves:
More informationCockrell School of Engineering Official Occasions and Entertainment Expenses Policy
Cockrell School of Engineering Official Occasions and Entertainment Expenses Policy Introduction This policy covers the requirements and procedures to be followed for the funding, payment, or reimbursement
More informationGuidelines & Policies for the Financial Management of USEA Areas
Guidelines & Policies for the Financial Management of USEA Areas If you have any questions regarding this manual, please contact: U.S. Eventing Association 525 Old Waterford Rd., NW Leesburg, VA 20176
More informationREGIONAL WATER AUTHORITY POLICIES AND PROCEDURES MANUAL
REGIONAL WATER AUTHORITY POLICIES AND PROCEDURES MANUAL Policy Type : Fiscal Management Policy Title : Financial Designation/Reserve Policy Policy Number : 500.1 Date Adopted : May 12, 2005 Date Amended
More informationCREIA ACCOUNTING POLICIES AND PROCEDURES
CREIA ACCOUNTING POLICIES AND PROCEDURES Updated June 2015 1 Table of Contents I. Introduction... 3 II. Division of Responsibilities... 4 Board of Directors... 4 Executive Director/Chief Executive Officer...
More informationCUSTODIAN AND OPERATING FUNDS TECHNICAL DIVISIONS, RESEARCH COMMITTEES, SECTIONS AND OTHER SOCIETY ACTIVITIES
I. GENERAL SOCIETY POLICY CUSTODIAN AND OPERATING FUNDS TECHNICAL DIVISIONS, RESEARCH COMMITTEES, SECTIONS AND OTHER SOCIETY ACTIVITIES A. An ASME activity is defined as a division, research committee,
More informationMEETING MASTERY begins here.
MEETING MASTERY begins here. You have many factors to take into consideration when planning a meeting or event. The tips and checklists outlined here in our Concise Guide to Meeting Mastery will help you
More informationAn invitation to the annual Quebec pool and spa industry s CAN T MISS EVENT, the Splash show
An invitation to the annual Quebec pool and spa industry s CAN T MISS EVENT, the Splash show Madam, Sir, This is your special invitation to participate in the 24th Splash Trade Show, to be held at the
More informationSTUDENT COOPERATIVE ASSOCIATION, INC.
2017-2018 Edition STUDENT COOPERATIVE ASSOCIATION, INC. INDIANA UNIVERSITY OF PENNSYLVANIA INDIANA, PENNSYLVANIA ~ GUIDE TO USING STUDENT FUND ACCOUNTS ~ PREFACE Recognized campus organizations and activities
More information2017 SPONSORSHIP OPPORTUNITIES AND EXHIBITOR REGISTRATION
2017 SPONSORSHIP OPPORTUNITIES AND EXHIBITOR REGISTRATION 1 2017 LEADINGAGE OHIO ANNUAL PARTNERSHIP PACKAGES AND SPONSORSHIP OPPORTUNITIES 2017 Application and Agreement INSTRUCTIONS: Please read the sponsorship
More information06/28/2018 By: Lydia Ludwig, Controller Next Review: 04/01/ months from last review Crossreferences:
Policy Title: Accounts Payable Policy Number: TBD Responsible Chief Finance and Operating Officer Executive: Owner: Controller Approved: 7/20/2018 By: Jamie Stanton, CFOO Last Reviewed: 06/28/2018 By:
More informationBreakout Session: Treasury
Breakout Session: Treasury Presenters Chair, Chapter Relations Committee Jason Minard, CIA Midwest District Advisor Stephanie Jones, CIA Northeast District Advisor Sarah Saunders, CIA, CFSA IIA Sr. VP
More informationCIAS Guideline Faculty and Staff Travel Reimbursement
CIAS Guideline Faculty and Staff Travel Reimbursement CIAS adheres to the guidelines outlined in RIT s Travel Policies and Procedures Manual which can be found online at: http://www.rit.edu/fa/controller/travel
More informationUsing Discretionary Funds
Eastern Kentucky University Policy and Regulation Library #.#.#R Volume #, Volume Title Chapter #, Chapter Title Section #, Regulation Name Approval Authority: Responsible Executive: Responsible Office(s):
More information3260 HOSPITALITY AND PUBLIC RELATIONS
Chapter: 3. Financial Management 3260 HOSPITALITY AND PUBLIC RELATIONS PROCEDURE NUMBER: 3260 PROCEDURE TITLE: HOSPITALITY AND PUBLIC RELATIONS BASED ON POLICY: III-1: COMMUNITY COLLEGE BUSINESS AFFAIRS
More informationSchool Financial Management Policy And Code of Practice. November 2015 (Review December 2018)
1 School Financial Management Policy And Code of Practice November 2015 (Review December 2018) 2 AIMS This code of practice brings together, decisions made and systems established, by the Governing Body
More informationPurchasing Card. Training
Training JPMorgan to Bank of America WCU transitioned its purchasing and travel card programs from JPMorgan Chase to Bank of America Changes You ll See Purchasing card is purple Travel card is gold Cards
More informationStudent Chapter Name: University (if different from chapter name):
Appendix E ANNUAL REPORT COVER SHEET FORM Student Chapter Name: University (if different from chapter name): The following items must be attached: 1) Annual report 2) Annual statement of cash receipts
More informationCACEE non-members add 15% to these costs C A C E E. a la carte. sponsorship items
CACEE non-members add 15% to these costs C A C E E publications Premium sponsor for the salary survey (distributed to 700+ employers) $ 5000 e-media Recognition on our website is complementary with any
More informationREACH YOUR TARGET AUDIENCES
INJURY PREVENTION ADVOCACY: FROM RESEARCH TO POLICY Exhibitor & Sponsorship Opportunities REACH YOUR TARGET AUDIENCES The Society for Advancement of Violence and Injury Research (SAVIR) invites you to
More informationCompleting the Financial Form. Income Tab
Completing the Financial Form Income Tab Line Category Explanation 1 Contributions contributions, gifts, grants, and similar amounts received from members, non-members, or outside organizations for specific
More informationVENDOR SPONSORSHIP AND EXHIBITION OPPORTUNITIES
VENDOR SPONSORSHIP AND EXHIBITION OPPORTUNITIES 2018-2019 Packet Contents Who We Are...2 Why Partner with MSHRM?...2 Educational Events...2 Sponsorship Levels...3 Testimonials...4 Intent to Sponsor Form...5
More informationTreasurer s Guide. Chapter Leadership Training. NMA...THE Leadership Development Organization
Treasurer s Guide Chapter Leadership Training NMA...THE Leadership Development Organization January 2017 Chapter Leader Training TREASURER S GUIDE NMA THE Leadership Development Organization 2210 Arbor
More informationUsing Discretionary Funds
M Policy and Regulation Library 6.1.4R Volume 6: Financial Affairs Chapter 1: Compliance Section 4: Using Approval Authority: President Responsible Executive: Vice President for Finance and Responsible
More informationCACEE non-members add 15% to these costs C A C E E. a la carte. sponsorship items
CACEE non-members add 15% to these costs a la carte C A C E E publications Premium sponsor for the salary survey (distributed to 700+ employers) $ 5000 e-media Recognition on our website is complementary
More information2017 INFORMS ANALYTICS CONFERENCE EXHIBITOR & SPONSORSHIP PROSPECTUS EXHIBITOR & SPONSORSHIP PROSPECTUS.
2017 INFORMS ANALYTICS CONFERENCE las vegas, nevada april 2 4, 2017 EXHIBITOR & SPONSORSHIP QUESTIONS AND INQUIRIES Contact: Olivia Schmitz INFORMS Exhibit and Sponsorship Sales Manager olivia.schmitz@informs.org
More information2018 Region V Conference Indianapolis, IN
2018 Region V Conference Indianapolis, IN Exhibitor Registration Guide May 22 24 Indiana Convention Center www.vppregionv.org Benefits Leads from the conference are more cost effective than cold calls.
More informationTiffany Lynch direct line: Finance Manager fax:
Tiffany Lynch direct line: 206-727-8247 Finance Manager fax: 206-727-8310 Washington State Bar Association e-mail: tiffanyl@wsba.org May 21, 2012 Dear Section Chairs, Chairs-Elect, and Treasurers: The
More informationTreasurer Procedures Revised May Read and become familiar with the Constitution and Bylaws.
Treasurer Procedures Revised May 2013 I. OBJECTIVES AND RESPONSIBILITIES Read and become familiar with the Constitution and Bylaws. The Treasurer is the Chief Financial Officer and Custodian of funds,
More informationCompleting the Financial Form. Revenues and Expenses Tab
Completing the Financial Form Revenues and Expenses Tab Line Category Explanation 1 Annual ACS allotment funds provided from national ACS for the operation of the section, allocated from members national
More informationScheme of Specific Delegation
Governance Function Determine terms of reference, Articles of Association and any amendments To consider whether or not to exercise delegation of functions to individuals or committees Approve all statutory
More information2018 USASBE Sponsorship Levels
Lights. Camera. Entrepreneurship! 2018 USASBE Sponsorship Levels Increase your visibility within USASBE! By becoming a USASBE Partner, you ll have visibility, access and influence within our membership.
More informationAgency Account Policies & Procedures
Agency Account Policies & Procedures Overview CAS has been designated as the organization authorized to administer Agency accounts on the SUNY Plattsburgh campus and, as fiscal agent, to receive, hold,
More informationDear Exhibitor, In this package, please find enclosed: Trade Show contract
Don t miss the 2nd Annual Children s Family Festival! Last year, Exhibition Park combined its New Year s Eve Family Fest and Children s Fest into a bigger and better show with expanded entertainment and
More informationAPPENDIX I DIRECTOR COMPENSATION AND SHARE OWNERSHIP CRITERIA
1. INTRODUCTION AND PHILOSOPHY TELUS Corporation will compensate non-management directors through the payment of Board and Committee retainers and meeting fees based on attendance at Board and Committee
More informationASSOCIATION FOR WOMEN IN THE SCIENCES CONFERENCE 2017
13-14 July 2017 Heritage Hotel Auckland New Zealand ASSOCIATION FOR WOMEN IN THE SCIENCES CONFERENCE 2017 OVERVIEW The Association for Women in the Sciences (AWIS) provides a network for women interested
More information11-12 May 2012 Robina Community Centre FREE ADMISSION! EXHIBITOR BOOKING FORM FRIDAY 11-SATURDAY 12 TH MAY 2012
EXHIBITOR BOOKING FORM FRIDAY 11-SATURDAY 12 TH MAY 2012 Like no other event, The Expo provides the perfect opportunity for exhibitors to promote their products and services, gain immediate feedback from
More informationOffshore Rig Museum, Inc. dba Offshore Energy Center
Financial Statements For the Years Ended Table of Contents Independent Auditor s Report... 1 FINANCIAL SECTION Statements of Financial Position... 2 Statements of Activities... 3 Statements of Cash Flows...
More informationNCA EXHIBITOR MANUAL Thursday, June 4, 2015
NCA EXHIBITOR MANUAL Thursday, June 4, 2015 2015 Annual Conference & Expo Location: Sheraton New Orleans 500 Canal Street New Orleans, LA 70130 Phone: (504)-525-2500 Reservations: (888) 627-7033 Thank
More informationSupporting good governance
Anjala Kulasegaram Agenda Introductions & agenda Good governance and principled leadership The Core Management standards Seven ways to support Good Governance Workshop evaluation 2 2 CHF Canada Workshop
More informationOffshore Rig Museum, Inc. dba Offshore Energy Center
Financial Statements For the Years Ended Table of Contents Independent Auditor s Report... 1 FINANCIAL SECTION Statements of Financial Position... 2 Statements of Activities... 3 Statements of Cash Flows...
More information13 th European Conference on the Mathematics of Oil Recovery. Sponsoring Opportunities September 2012 Biarritz, France
13 th European Conference on the Mathematics of Oil Recovery Sponsoring Opportunities 10-13 September 2012 Biarritz, France About the Event The 13th European Conference on the Mathematics of Oil Recovery
More informationThe Minnesota Chapter Of the. Project Management Institute (PMI) Chapter Operations Policy Manual. Version 4.0
The Minnesota Chapter Of the Project Management Institute The Minnesota Chapter Of the Project Management Institute (PMI) Chapter Operations Policy Manual Version 4.0 Approved by PMI-MN Board of Directors:...
More informationTreasurer Instructions for the WNPS Chapter End of Year Finance Report
Treasurer Instructions for the WNPS Chapter End of Year Finance Report As Chapter budgets and operations have grown, so has the need to ensure accurate accounting and reporting to support the Society s
More informationStaff Expenses Policy
Staff Expenses Policy Originator name: Department: David Sharkey Finance Implementation 28 June 2011 date: Date of next review: 1 st August 2014 Related policies: Staff Handbook, Financial Regulations,
More informationSPONSORSHIP PROSPECTUS
March 10 12, 12, 2015 Planet Hollywood Resort Las Vegas, Nevada ON-SITE PACKAGE OPPORTUNITIES PREMIUM PLATINUM GOLD SILVER $8,000 $4,500 $1,500 $750 One presentation slot in the vendor track during the
More informationSOUTH CAROLINA STATE FIREFIGHTERS ASSOCIATION. AGREED UPON PROCEDURES-Periods ending December 30, 2015 SUMMARY OF FINDINGS
SOUTH CAROLINA STATE FIREFIGHTERS ASSOCIATION AGREED UPON PROCEDURES-Periods ending December 30, 2015 SUMMARY OF FINDINGS Note-the number in parentheses represents the number of departments that received
More informationEXPLORING NATURAL CONNECTIONS
EXPLORING NATURAL CONNECTIONS JULY 20-24, 2019 DENVER, COLORADO PRESENTED BY CITY PARKS ALLIANCE EXHIBITOR OPPORTUNITIES & BENEFITS EXTRAORDINARY AUDIENCE Greater & Greener 2019, an international urban
More informationThe Queens County Chapter of the American Institute of Architects
AIA QUEENS The Queens County Chapter of the American Institute of Architects Minutes of Executive Committee Meeting Date: January 15, 2010 Time: Location: 12 2 pm Alba Ristorante & Pizzeri 13765 Queens
More informationAnti-Bribery Manual for Saferoad Group
Anti-Bribery Manual for Saferoad Group Table of Contents 1. Introduction to Anti-Bribery 5 2. Executive Summary 7 3. Fundamental Requirements 8 4. Expected Conduct 8 4.1 Key Principles 8 4.2 The definition
More informationHKAPI Code of Practice 19 th Edition, 2019
Frequently Asked Questions Section 4 Methods of Promotion to Healthcare Professionals 1. Is a gimmick (promotional item) considered a reminder promotion? Per Section 2.1 of the revised Code of Practice,
More informationUnitarian Universalist Church of the Shenandoah Valley
Unitarian Universalist Church of the Shenandoah Valley Narrative Explanation FY 2013-14 Operating Budget Membership Pledges (Code 4001). ($204,250): REVENUE The FY 2013-14 pledge campaign yielded total
More informationQuestions and Answers related to Modified Policy on Food, Beverage, Flowers, Gifts and Similar Incidental Expenses
Questions and Answers related to Modified Policy on Food, Beverage, Flowers, Gifts and Similar Incidental Expenses 1) Is it correct that alcohol may be paid for only from fund 950-997 agency funds or from
More informationISFAA FISCAL POLICIES AND PROCEDURES
ISFAA FISCAL POLICIES AND PROCEDURES The following budgetary procedures and fiscal policies represent a compilation of the financial practices endorsed in past years by the ISFAA Executive Committee. These
More informationInternational MicroNanoConference 18 MicroNanoConference Registration Form
International MicroNanoConference 18 MicroNanoConference Registration Form Company: Country: Contact Person: Postal Address: Telephone: E-mail: Invoice Address*: VAT number: Purchase Order Number: *(Please,
More informationBOOSTER CLUB TRAINING. Department of Athletics Temple Independent School District
BOOSTER CLUB TRAINING Department of Athletics Temple Independent School District Booster Club Website www.wildcatstrong.com Hover over Wildcat HQ Select Booster Clubs Board Policy GE Local The Board is
More informationThe Department Travel Cardholder/Travel Arranger will be responsible for making travel arrangements for individual and/or group travel for:
Introduction The Department Travel Card is to be used for travel related expenses. The Card is issued in the name of a WWU staff member who will be the designated Department Travel Arranger for a specific
More informationExhibitor Registration Form 2019
REGISTRATION FORM 2019 Exhibitor Registration Form 2019 Please complete this form and return to: sharon@disabilityexposc.com.au OR info@letstalkevents.com.au The Expo provides the perfect opportunity for
More informationStudent Club and Organization Funding Request Form. Annual/Supplement Allocation Funding
Student Club and Organization Funding Request Form Annual/Supplement Allocation Funding Student groups may apply for Annual Allocation Funding during the late spring or fall of each year. Any recognized
More information2018 GENERAL ASSEMBLY FINANCIAL ISSUES (INCLUDING 2017 ACCOUNTS, BUDGETS AND 2019 AND 2020 SUBSCRIPTIONS)
Appendix to item 18 and 19 2018 GENERAL ASSEMBLY FINANCIAL ISSUES (INCLUDING 2017 ACCOUNTS, 2018-21 BUDGETS AND 2019 AND 2020 SUBSCRIPTIONS) 1. Introduction This paper provides the General Assembly with
More informationPolicy(ies) Superseded: 407 Latest Review/revision: July 2015
Policy Title: Expenditures Policy Number: FINA-107 Initial Policy Approved: November 2011 Policy(ies) Superseded: 407 Latest Review/revision: July 2015 Responsible Office: Finance and Administration SUMMARY:
More informationThe New York Society of Security Analysts. Annual Report 2012
The New York Society of Security Analysts Annual Report 2012 Table of Contents Letter from the President & CEO 3 Management Discussion and Analysis 4 Review of Changes in Financial Position 7 Independent
More informationBudgeting for DAA events policy
Adopted: August 2007 Revised November 2017 To be reviewed: November 2020 DAA General Policy & Procedure Manual Finance Budgeting for DAA events policy Introduction DAA delivers a number of events for members
More informationREIMBURSEMENT OF EXPENSES POLICY
1. TRAVEL REIMBURSEMENT Purpose This policy covers: REIMBURSEMENT OF EXPENSES POLICY all authorised travel carried out in relation to a College function, accommodation and meals costs incurred in relation
More informationHow To Run The Business of Your Lodge!
How To Run The Business of Your Lodge! Copyrighted May 9, 2007 By: Maurice B. DiPoli, Jr With Good Planning & Follow Through! What s the Plan? How long has it been around? Since Year 1 (Vintage with Improvements)?
More informationTREASURER TRAINING. Sat 30th September 2017 The Ed Burke Theatre TREASURER TRAINING
Sat 30th September 2017 The Ed Burke Theatre ROLE OF THE CSC TREASURER To offer advice & guidance to society Treasurers (Granting process, etc.). To make recommendations to the Executive Committee on society
More informationWestern Heritage Center Facility Use Agreement
~ For Office Use Only ~ Date Deposit Paid WHC Coordinator Western Heritage Center Facility Use Agreement Thank you for selecting the Western Heritage Center (herein WHC ) for your upcoming special event.
More informationRocky Mountain Water Environment Association
Rocky Mountain Water Environment Association Financial Policies and Procedures December 2016 (unapproved) Table of Contents 1. Preface... 3 2. Definitions... 4 3. Financial Activity Overview for Nonprofit
More informationFBINAA Annual Training Conference. Conference Co-Hosting Selection Application Form
EO FBINAA Executive Office CHC Co-Hosting Chapter FBINAA Annual Training Conference Conference Co-Hosting Selection Application Form Pursuant to Policy No. 17 of the FBI National Academy Associates Inc,
More information2.0 PROGRAM DIRECTORS PAYMENT AND EXPENSES MEETINGS REPORTS OTHER RESPONSIBILITIES POLICY...
Table of Contents Administrative Manual - Part 5 Page 1 Section Title Page 1.0 ELECTION OF CHAPTER DIRECTORS...2 2.0 PROGRAM DIRECTORS...3 3.0 PAYMENT AND EXPENSES...4 4.0 MEETINGS...5 5.0 REPORTS...6
More informationFairfield ISD Accounts Payable Procedures
Fairfield ISD Accounts Payable Procedures Revised: January 31, 2017 Contents General Instructions... 2 Compliance with State Law... 3 Verification of Check Transactions... 3 Travel Payments... 3 Construction
More informationIt s Easy Being Green. HortEast 2017 is the source for the most innovative industry information and education in Atlantic Canada.
HortEast - Showcasing Horticultural Excellence in Atlantic Canada for over 20 Years! November 29-30, 2017 Delta Beausejour, Moncton, NB Conference Trade Show Networking HortEast 2017 is the source for
More information2017 IABC Chapter Management Awards Entry Form Financial Management
2017 IABC Chapter Management Awards Entry Form Financial Management A. GENERAL IABC San Diego follows board and fiscal years of July-June and is in the seventh year of a seven-year strategic plan. This
More informationCONVENTION CENTER OPERATING AGREEMENT
EXECUTION COPY CONVENTION CENTER OPERATING AGREEMENT This Convention Center Operating Agreement (the Agreement) is executed on the date set forth on the signature page hereof and is effective as of January
More informationConsulting Contract between Matt H. Evans and
Blank Service Contract April 1, 1999 Consulting Contract between Matt H. Evans and Consulting Services Related to Creating Increased Value for the Client in the area of Financial Management Section 1:
More informationSUPPORTER AND EXHIBITOR PACKAGES. NDS SA Conference and Disability Sector Awards 2017
1 NDS SA Conference and Disability Sector Awards 2017 Thursday 19 October 2017 Adelaide Convention Centre North Terrace, Adelaide SUPPORTER AND EXHIBITOR PACKAGES 2 Supporter Invitation National Disability
More informationHONORARIUM PAYMENTS POLICY
HONORARIUM PAYMENTS POLICY POLICY CONTENTS Policy Statement Effective Date: April 12, 2013 Reason for Policy Last Updated: April 12, 2013 Who Should Read this Policy Policy Text Responsible University
More informationEssential Financial Concerns: Budget & Reporting. Slide 1 - Slide 1. Slide notes. Page 1 of 15
Slide 1 - Slide 1 This module will discuss the importance of preparing a budget for your Inn, how to prepare a budget, and how to track actual income and expense against the budget. The related resources
More informationSupporter and Exhibitor Packages NDS STATE CONFERENCES 2018
1 Supporter and Exhibitor Packages NDS STATE CONFERENCES 2018 2 NATIONAL DISABILITY SERVICES (NDS) National Disability Services Australia s peak body for disability service organisations invites you to
More informationTREASURER Revised June Receive, deposit, disburse, record, and report all financial actions resulting
TREASURER Revised June 2015 PURPOSE Receive, deposit, disburse, record, and report all financial actions resulting from NCSSSA business activities. Act as the NCSSSA Executive Committee s financial technical
More informationASSOCIATION OF SCHOOL BUSINESS OFFICIALS OF MARYLAND AND THE DISTRICT OF COLUMBIA, INC. FINANCIAL STATEMENTS YEARS ENDED JUNE 30, 2015 AND 2014
ASSOCIATION OF SCHOOL BUSINESS OFFICIALS OF MARYLAND AND THE DISTRICT OF COLUMBIA, INC. FINANCIAL STATEMENTS YEARS ENDED JUNE 30, 2015 AND 2014 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS OF MARYLAND AND
More informationFAIRFIELD AREA SCHOOL DISTRICT
FAIRFIELD AREA SCHOOL DISTRICT Request for Proposal for Audit Services MARCH 11, 2014 Invitation for Proposal The Fairfield Area School District is soliciting proposals from independent certified public
More informationCALVIN COLLEGE OFF-CAMPUS PROGRAMS FINANCIAL SERVICES MANUAL
CALVIN COLLEGE OFF-CAMPUS PROGRAMS FINANCIAL SERVICES MANUAL SECTION ONE: Policies and procedures for off-campus interims/semesters Page Number 1. Financial Management prior to departure: Tips and procedures
More informationFinance and Accounting Procedures Version Dec 2014
Finance and Accounting Procedures Version 4.0 29 Dec 2014 1 Introduction This policy documents the finance and accounting procedures followed by the Forum as of 29 Dec 2014 unless otherwise noted. The
More informationPolicy 2030 Financial Operating Policy
MARINE TECHNOLOGY SOCIETY Policy 2030 Approved 9/18/17 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1 PURPOSE... 0 2 EXEMPT STATUS... 0 3 APPLICABILITY... 0 4 FISCAL YEAR... 1 5 METHOD OF ACCOUNTING... 1 6
More informationNASDEA SPONSOR PACKET. Fall Conference September Hosted by: Red Lion Hotel. September 11-13, Kalispell, Montana
NASDEA Fall Conference September 2017 SPONSOR PACKET Red Lion Hotel September 11-13, 2017 Kalispell, Montana Hosted by: The Montana Department of Justice, Division of Criminal Investigation, Narcotics
More informationPlease take a moment to look over the information included in this packet. Please complete pages 3 and 4 and return with payment.
39th Annual Conference, March 2, 2018 Utah Ophthalmology Society Regional Winter Meeting Exhibits/Sponsorships Our 39th Utah Ophthalmology Annual Conference is a popular and enthusiastically anticipated
More informationTHE GENERAL ASSEMBLY OF PENNSYLVANIA HOUSE BILL
SENATE AMENDED PRIOR PRINTER'S NOS., 1 PRINTER'S NO. THE GENERAL ASSEMBLY OF PENNSYLVANIA HOUSE BILL No. Session of 01 INTRODUCED BY PICKETT, BAKER, SCHLEGEL CULVER, DeLUCA, MILLARD, WARD, D. COSTA, BRADFORD,
More informationPaul Lorenz, MBA Chief Executive Officer, SCVMC. Continuing Medical Education (CME) Standards for Commercial Support
Administrative Policies and Procedures Manual VMC # 154.02 October 5, 2013 TO: FROM: SUBJECT: REFERENCES: SCVMC Employees Paul Lorenz, MBA Chief Executive Officer, SCVMC Continuing Medical Education (CME)
More informationOntario Healthy Schools Coalition Finance Policy
Ontario Healthy Schools Coalition Finance Policy Date reviewed and approved by Core Steering Committee: February 4, 2015 PART 1: GENERAL PURPOSE The purpose of this policy is to address the procedures
More informationAmerican Chemical Society. Form: Part IV - Treasurer Financial Report Organization: History of Chemistry. A. Statement of Income, Operating Account
American Chemical Society Form: Part IV - Treasurer Financial Report Organization: History of Chemistry Year: 2 A. Statement of Income, Operating Account Amount 1. Contributions a. Meeting grants (specify
More informationElon First Baptist Church Women of Change Conference Today s women equipping and changing a generation one woman at a time.
Women of Change Conference 2017 Today s women equipping and changing a generation one woman at a time. VENDOR PACKET Application Enclosed Deadline: Monday April 3, 2017 Note (*): Deadline will end as soon
More informationCONFERENCE. Annual Meeting. amc.wisbar.org EXHIBIT & SPONSORSHIP OPPORTUNITIES CONNECT. LEARN. RELAX.
EXHIBIT & SPONSORSHIP OPPORTUNITIES & CONFERENCE STATE BAR OF WISCONSIN June 21-22 Grand Geneva Resort & Spa Lake Geneva, Wisconsin Annual Meeting 2018 CONNECT. LEARN. RELAX. amc.wisbar.org EXHIBIT SPACE
More informationPrograms and Training Facility Management Water Quality Management
With the phenomenal success of Aquafutures 2013 and 2015, Royal Life Saving Society Queensland (RLSSQ) will host the Aquafutures is a three day Conference that will bring together an eclectic range of
More informationPTI CONVENTION EXHIBITOR & SPONSOR PROSPECTUS
2016 PTI CONVENTION EXHIBITOR & SPONSOR PROSPECTUS April 24-26, 2016 Renaissance Long Beach Long Beach, CA, USA 2016 PTI CONVENTION YOU RE INVITED TO PARTICIPATE IN THE 2016 PTI CONVENTION! Join us April
More information