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Join us at the IEEE Region 1 Meeting in Hartford Marriott, CT on 9-10 March 2012 for this training workshop on budget management by Bala Prasanna, R1 Treasurer. Learn to create, review, and report budgets, understand income sources, and track expenses effectively. Ensure your section's financial success!
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R1 Training Workshop IEEE Region 1 Meeting Hartford Marriott Hartford, CT 9-10 March 2012 BalaPrasanna R1 Treasurer bprasanna@ieee.org
Got Budget ??? • Approved Annual budget in place by 1 Dec • Work backwards with drafts, say starting in August. • Budget view for past, current and following year • Income Sources & Owners • Region-Rebate, Bonus, PACE, Societies, Conferences, Meetings (Picnic, Dance ) • Expense – Items & Owners • Chapters, Banquets, meetings, travel, PACE, WIE, • Quarterly Budget Performance Review • Yearly Audits, Audit Package • Yearly Treasurer’s Report to Section Chair • I page summary of networth, summary of income and expenses, budget variances, best practices, • Retention of Documents