Overview

Congratulations on your leadership role in organizing an IEEE conference.  As a Conference Treasurer or Finance Chair, the organization has entrusted you with a very important responsibility in the name of advancing IEEE’s mission.

As a Treasurer, you can think of yourself as the CFO of your conference. Like all good CFOs, you’ll want to ensure that you’re achieving two critical objectives above all:

• Driving your conference to achieve its financial goals and
• Ensuring alignment with relevant legal and financial regulations, IEEE policies, and best business practices

In serving as Treasurer, you’ll be tasked with doing a number of different activities for the event.  Those may include:

• Developing a conference budget
• Setting up a bank account
• Collecting and reconciling registration
• Review contracts and
• Ensure tax compliance
• Track transactions and collect supporting documents
• Close your conference
• Prepare for an audit

While this may seem like a long list, the CEE Business Operations team is here to assist you in making the process as efficient as possible.  Each financially sponsored conference is designated an analyst to help guide them through the conference financial process.

To get you started:

• Training on the Role of the Conference Treasurer