The IEEE, Kansas City Section


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Institute of Electrical and Electronics Engineers

 

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KC-Reimbursement

We do not retain local copies of Region 5 forms, as that is a bad IM practice. Look for these forms at Region 5:

  • Expense Report
  • Financial Tracking

Officer Help

Reporting

Treasurer's Report

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Wyndham

Current information has not been submitted.

Additional resources

See the BIC home page

Business Information Center

To officer job description index page

Officer Job Description: Section Treasurer

The Section Treasurer is next in line to succeed the Section Vice Chair, then Chair. This position will demonstrate whether the officer has the mettle and discipline to function well as Section Chair.

The Section Treasurer has these duties:

In October/November of the previous year

  1. Assists the Chair in preparing the preliminary budget.
  2. Begins gathering the financial information needed for the L-51 annual filing.

In the First Quarter

  1. Obtains the checkbook and financial files from the outgoing Treasurer.
  2. Prepares the L-50 annual financial report, with input from the Chair.
  3. Chases down information, as necessary.
  4. Files the L-50 before the deadline, and obtains proof of delivery.

Throughout the year

  1. Maintains bank accounts of Kansas City Section funds
  2. Maintains the financial files, electronically.
  3. Pays the event host for Section meetings.
  4. Submits a Treasurer's Report each month per the method established by the EXCOM. In 2007, this method was posting on the IEEE Communities.
  5. Ensures recurring bills, such as Web host fees, are paid in advance.
  6. Makes disbursements in accordance with the approved budget.
  7. Refers expenses outside the budget to the Kansas City Section Chair for action.
  8. Voting member of the EXCOM.
  9. Proactively identifies governance issues (issues where officers are not doing their jobs or where officers are doing something not permissible) and brings those to the attention of the Chair.

 

 

 

 

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Last updated May 04, 2008.