Calendar for Treasurer in 2024

Month Who Activity
January All Submit photograph to Newsletter Editor, Web Master
January All Review Operations Manual, calendar, and other documents to maintain familiarity with duties.
January Finance Review and Amend Region budget including ExCom endorsement
January Treasurer Request total annual Institute Allocation from the Operations Ctr.
January Treasurer Prepare materials for IEEE Audit
January Treasurer Encourage Sections to complete their year-end Financial Reports by bonus date
January Past Treasurer Forward Annual Geo. Unit Financial Report to outgoing Del/Director (CHECK)
February All Standing committee staffing complete
February All Submit newsletter articles for spring (SoutheastCon) edition
March/April All Submit expense reimbursement request through Concur in accordance with Region travel policy
March/April All Plan meetings (if any) in conjunction with Region Committee as approved by Region Director
March/April All Facilitate the Financial Audit of the Region 3 Financial Records.
March/April Treasurer Process Concur-based expenses reports per Region travel policy
August ExCom The Region 3 ExCom considers the slate of Director-Elect candidates submitted by the N&A Committee in Executive Session.
September All Submit articles to Newsletter Editor
September R3 Committee The slate of Director-Elect candidates from the ExCom is submitted to the Region 3 Committee for endorsement.
October Finance Develop budget proposal for next year
October Finance Present draft budget to ExCom
November Finance Submit budget to ExCom for approval
November Treasurer Preliminary budget (next calendar year) to Finance Committee.
December All Submit articles to Newsletter Editor (third edition is typically optional)
December ExCom Approve recommended budget for next year