Operating Unit Governance

• Chapter Governance (Section Technical Chapter Chair)
• Affinity Groups (Consultants Network AG, YP AG, Life Member AG, WIE AG)

Operating Unit Program Development

• Building Section/Chapter/Society Relationships
• How to Run a Successful Webinar

Financial Management

• Financial Obligations for Sections (Financial Mgmt for Section and Chapters)

Ethics and Conduct

• Principles of Business Conduct and Conflict of Interest (A Guide for Understanding IEEE Principles of Business Conduct/Conflict of Interest for Volunteers)

Reimbursement or Deposit Requests

Disbursements via e-mail, snail-mail or sneaker-net:

1. fill out the disbursement request: https://r1.ieee.org/rochester/wp-content/uploads/sites/30/2012/06/ieeedisbursementrequestform.pdf
2. scan or copy the receipts, invoices, etc.
3. (e)Mail to the section treasurer, or transfer them in-person at a meeting.
4. Be aware of IEEE’s tax-exempt status; you should not be paying sales tax. Contact the treasurer to obtain a sales tax exemption form (allow several days; New York seems to require an exemption form for each vendor, and it is prepared by the IEEE finance group).

Monthly Activity Report

Setting Up a Chapter Meeting

Find Your L31 Reports

Training

• Volunteer Position Training
• IEEE Center For Leadership Excellence

Report Officer Changes

Senior Member Upgrade