Membership & Services
Societies & Communities
Publications & Standards
Conferences & Events
Education & Careers
Conferences & Events
Helpful tools from the IEEE for conference organizers working on financial planning. Learn how to manage conference finances Learn how to close conference finances Learn about conference audits
Learn how to manage conference finances
Learn how to close conference finances
Learn about conference audits
Expand All | Collapse All
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 firstname.lastname@example.org 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-
Certificate of Accuracy (XLS, 30 KB)Confirms accurate financial data
top of page
Watch IEEE Conferences Committee Past Chair William Moses's overview of the Conference Education Program:
If you have any questions or want further information, please contact email@example.com.
IEEE Meetings, Conferences & Events (MCE) are available to assist you with any questions.
Email firstname.lastname@example.org with questions or concerns, or call: Toll-Free: +1 855 340 4333 (US & Canada) Toll: +1 732 562 3878 (worldwide)
Contact & Support
Privacy & Opting Out of Cookies
© Copyright 2016 IEEE – All rights reserved. Use of this website signifies your agreement to the IEEE Terms and Conditions.
A not-for-profit organization, IEEE is the world's largest technical professional organization dedicated to advancing technology
for the benefit of humanity.