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.

Woman reviewing finances on laptop

Get on the Path to Financial Success

Overview


Learn about the responsibilities of the conference treasurer

Building a Budget


Get tips on building an accurate conference budget

Choosing the Right Bank Account


Explore different bank account options for your conference

Determining & Accepting Registration Fees


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

Conference Contracts Guidelines & Templates


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

Tax Information for Conferences


Understand tax implications for your conference

Tracking Your Transactions


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

Closing Your Conference


Get conference closing guidelines and timeframes

Conference
Audit


Learn audit parameters and options

Conference Finance Videos


Short instructional videos on conference finance topics

Forms & Templates

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