Finance & Contracts - IEEE CEE

Finance & Contracts

Guidance on how to successfully plan and manage the financial and contracting elements of your conference

Learn the Rules of the Road

Sound financial and contract management are cornerstones of a successful conference. Here, you’ll find all the information on IEEE guidelines, best practices, and useful tips you’ll need to help your conference achieve its financial goals.

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Get on the Path to Financial Success

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Overview

Learn about the responsibilities of the conference treasurer

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Building a Budget

Get tips on building an accurate conference budget

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Choosing the Right Bank Account

Explore different bank account options for your conference

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Determining & Accepting Registration Fees

Establish fee types, determine discounts, set cancellation/refund policies, & establish payment processing

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Conference Contracts Guidelines & Templates

Find information on the review process, high-risk contracts, signing, & available templates

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Tax Information for Conferences

Understand tax implications for your conference

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Tracking Your Transactions

Bookkeeping fundamentals including forecasting, actuals, transaction detail reports, recording data, and cash on-site transactions

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Closing Your Conference

Get conference closing guidelines and timeframes

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Conference
Audit

Learn audit parameters and options

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Conference Finance Videos

Short instructional videos on conference finance topics

Resources & Tools

Looking for a specific document, template, or form?
Quickly find what you need in our searchable downloads repository.