TA Finance Workshop & Tutorial - 2012
IEEE

AGENDA
Final Agenda Approval: 12 March 2012
Day I: New Brunswick & Day II: Piscataway NJ USA
Day I: Heldrich Hotel & Day II: IEEE
Day I: Merchant Amphitheatre & Day II: Ada Suite
Day I: 11 March 2012 (6:00pm - 10:00pm)
Day II: 12 March 2012 (8:00am - 3:30pm)
Action Agenda
#TimeSubmitterTypePresenterAgenda ItemSupporting Documents
118:00Wkshp FinProcedural_Dinner  
219:00Wkshp FinInfo_TUTORIAL: Introductions

(Be sure to fill out Questionnaire - - Listed under "Reference: Supplemental Reports" on Category #509)
  1. Welcome to Tutorial - housekeeping items
2334
319:15Wkshp FinInfoJohn BarrWelcome Message
  1. Audio-MPEG, 4MB
4414
419:30Wkshp FinInfoDenise Hurley S/C Financial Management: Overview – includes Society Budgeting (Part I)
  1. PPT, 3,114KB
  2. Audio-MPEG, 56MB
2737
520:15Wkshp FinProcedural_BREAK  
620:30Wkshp FinInfoKen Gilbert S/C Financial Management: Overview (Part II)
  1. PPT, 2,609KB
  2. Audio-MPEG, 44MB
2738
721:00Wkshp FinInfoAlyson RuppS/C Financial Management: Special Topics
  1. PPT, 1,250KB
  2. Audio-MPEG, 41MB
2739
821:30Wkshp FinDiscussionTAD Finance StaffIndividual Assistance & Q&A from the TAD Finance Staff
  1. TAD Finance Staff at Q&A Session
2740
922:00Wkshp FinProcedural_Adjourn

Day I: TUTORIAL COMPLETED &
Day II: Workshop will begin in AM
 
1007:30Wkshp FinProcedural_Registration and Continental Breakfast  
1108:00Wkshp FinProcedural_WORKSHOP: Welcome and Introductions
  1. Welcome to Workshop - housekeeping items
  2. Audio-MPEG, 6MB
2743
1208:15Wkshp FinInfoMary Ward-Callan Overview of Technical Activities (TA)
  1. PPT 2,487KB
  2. Audio-MPEG, 36MB
2744
1309:00Wkshp FinInfoJohn Barr TAB Treasurer Overview
  1. PPT, 1,344KB
  2. Audio-MPEG, 32MB
2745
1409:20Wkshp FinInfoStella Oduyela and Jeff DillHigh Level IEEE Overview
includes IEEE Finances and Balance Sheets
  1. PPT, 1,783KB
  2. Audio-MPEG, 27MB
2746
1509:55Wkshp FinProcedural_BREAK  
1610:15Wkshp FinDiscussionTAD Finance Staff & TAB Treasurer Technical Activities Finance Round Tables
  1. TAD Finance Staff at Round Table Session
  2. Audio-MPEG, 36MB
2749
1711:15Wkshp FinInfoRich Jannuzzi IEEE Conferences Overview
  1. PPT, 5,890KB
  2. Audio-MPEG, 24MB
2750
1811:45Wkshp FinInfoKevin Dresely Conference Publications
  1. PPT, 1,693KB
  2. Audio-MPEG, 26MB
2751
1912:00Wkshp FinProcedural_LUNCH  
2013:15Wkshp FinInfoFran ZappullaPeriodical Production Updates (what’s available & what works/doesn’t work)
  1. PPT, 1,543KB
  2. 2013 Preliminary Pub Rates XLS, 189KB
  3. Audio-MPEG, 22MB
2753
2113:45Wkshp FinInfoLaura Creighton Periodicals - related News
  1. PPT, 1,151KB
  2. Audio-MPEG, 27MB
2754
2214:00Wkshp FinInfoFrank PepePricing Opportunities on Publications & Conferences
  1. PPT, 1,311KB
  2. Audio-MPEG, 10MB
2755
2314:15Wkshp FinDiscussionStaffIn depth Discussion and Q&A

* Conferences and Audits
* Financials, Budgeting & Forecasting
* IEEE Meeting Tools
* Investments, Concentration Banking
* NetSuite
* Publications and Marketing
* Stats and Chapter Payments & Activities
* Strategic Sourcing: PO’s, Contracts & Tax
  1. Topics & Staff Contacts
2756
2415:30Wkshp FinProcedural_Adjourn

Be sure to submit your QUESTIONNAIRES
- - Listed under "Reference: Supplemental Reports" on Category #509)
 
Reference: Supplemental Reports
#TimeSubmitterTypePresenterAgenda ItemSupporting Documents
501 --- Wkshp FinInfo_Agenda
  1. Agenda for Tutorial and Workshop
3413
502 --- Wkshp FinInfo_Attendees
  1. Attendee Listing
3414
503 --- Wkshp FinInfo_Housekeeping (shuttles, internet code, etc.)
  1. Housekeeping
3415
504 --- Wkshp FinInfo_IEEE Acronyms
  1. IEEE Acronyms
3422
505 --- Wkshp FinInfo_Presentation Library
- view presentations/recordings from past workshops
  1. Presentation Library
3416
506 --- Wkshp FinInfo_Volunteer Training Modules
(Refer to: Society/Technical Council Finances modules on Overview, Budgeting Process and Financial Reports)
  1. Volunteer Training Modules
3418
507 --- Wkshp FinInfo_Technical Activities Photo Directory: Volunteers / Staff
  1. TA Photo Directory
3419
508 --- Wkshp FinInfo_Instructions for downloading all attachments & Agenda web page for viewing offline

Notes on the Process:
- Uses free Firefox add-on
- You must log-in first thereby authorizing your access prior to downloading the back-up as all the files are protected.
- Result of using the tool is a time-stamped snapshot of the Agenda and all Supporting Back-up in a file that can be opened with a web-browser
- The process uses significant bandwidth to download ALL attachments to your local hard-drive, please use these tools before or after the meeting (Please do not use during the meeting)
  1. Tools and Instructions for Downloading Agenda and Supporting Documents
3420
509 --- Wkshp FinProcedural_Questionnaire - please fill out and submit before leaving. The feedback is used to plan next years workshop.
  1. QUESTIONNAIRE - please fill out BEFORE LEAVING TODAY
3421
510 --- Wkshp FinInfo_IEEE PowerPoint Presentation Template

(requesting all speakers to use this template)
  1. Template PPT, 758KB
4123
511 --- Wkshp FinInfo_Society Member and Committee Services Summary Sheet
  1. IEEE Society Chapter Funding Information Form
  2. SGA Service Fee Letter Explanation Sample
  3. Society Member and Committee Services Summary Sheet
4502
LEGEND 

  ( Go back to top of agenda )

Agenda Sections
199Action Agenda
299Consent Agenda
399 Reference:Committee / Forum Reports
499 Reference:Reports from Representatives
599 Reference:Supplemental Reports
Submitter (column 3 of agenda)
Wkshp FinWorkshop: TA Finance Workshop & Tutorial
Supporting Documents (column 7 of agenda)
###Number Assigned to supporting document file