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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
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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, 158 KB) Way of informing Conference Finance Services that checks related to the CB account have been destroyed Concentration Banking Wire Transfer Request (PDF, 158 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, 49 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, 97 KB each) To be completed by organizers when making payment to a taxable party US and international tax information U.S. 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 email@example.com for more information
General Liability Insurance (DOC, 67 KB) Request for proof of general liability coverage; may be required by third parties when contracting for services Cancellation Insurance (PDF, 63 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, 51 KB) Helps organizers know what is needed to audit a conference-
IEEE Guidelines for Auditing Conference (DOC, 34 KB)Guidelines for a conducting a conference audit Certificate of Accuracy (XLS, 31 KB)Confirms accurate financial data
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