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IEEE ToolkitHelpful tools from the IEEE for conference organizers working on financial planning.



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Conference budget planning worksheet (XLS, 1 MB) 
Optional tool to help organize your conference's financial information

Concentration Banking (CB)
IEEE-owned bank account for conference funds

Concentration Banking Destroy Check form (PDF, 160 KB)
Way of informing Conference Finance Services that checks related to the CB account have been destroyed

Concentration Banking Wire Transfer Request (PDF, 160 KB)
Instructions and form for CB wire transfers

Merchant Lending Program
Request for services: IEEE Merchant Account Lending Program
Online form

Merchant Lending FAQs (DOC, 42 KB)
Answers to common questions surrounding the merchant account lending program used for processing credit cards

Keeping credit card information secure
Information on keeping credit card data secure

Fiscal MOU (DOC, 50 KB)
Required when conference funds are in an account where IEEE does not have access

IEEE Tax Reference Information
Useful information for organizers setting up a third-party bank account

W-8 & W-9 forms (PDFs, 100 KB each)
To be completed by organizers when making payment to a taxable party

US and international tax information
US and international tax information for IEEE conferences

US sales tax exemption listing
Shows the states where IEEE is exempt from sales tax

VAT and GST tax information
Information about Value Added Tax (VAT) & Goods and Services Tax (GST)

VAT Manual information
Country-specific overviews of VAT requirements and guidelines
Send an email to for more information

General Liability Insurance (DOC, 70 KB)
Request for proof of general liability coverage; may be required by third parties when contracting for services

Cancellation Insurance (PDF, 60 KB)
Application for optional insurance that provides coverage for additional expenses and lost revenue if the conference is forced to relocate or cancel due to unforeseen circumstances

Audit Material Checklist (DOC, 50 KB)
Helps organizers know what is needed to audit a conference-


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