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Handbooks, Workbooks and Materials
Handbooks, Fair Share, Excel workbooks, and other materials
Membership Processing
Membership Processing forms, guides, calendar, categories, and assignments.
Training Videos
Budget Preparation Video for Locals – This video guides you through the process of preparing a budget for a local association, from the perspective of three local treasurers and the IEA Director of Business Services.
NEA Online Local Treasurers Training – This course does not replace the IEA’s “live” training sessions that are held around the state at various times of the year. However, it provides a quick, convenient introduction to the basic components of the treasurer’s responsibilities.
Financial Procedures Training PowerPoint and Discussion – This is the PowerPoint used in the 2011 “Financial Procedures For Locals & Regions” training sessions presented in the IEA regional offices. It is narrated by Randy Welch, IEA Director of Business Services.
Membership Processing Training PowerPoint and Discussion – This is the PowerPoint used in the 2011 “Membership Processing” training sessions presented in the IEA regional offices. It is narrated by Susan Morenz, IEA Membership Processing Supervisor.
Illinois Campaign Disclosure Requirements PowerPoint- This is the PowerPoint used for the session about Illinois campaign disclosure requirements that was presented at the CORE Conference on September 30, 2011.
Financial Procedures & Membership Processing Trainings
The IEA schedules periodic training sessions for local leaders on financial procedures and membership processing. Check here for a current list of dates.
IEA Audits of Locals
The IEA Business Services Department is occasionally asked to provide audit services to locals and regions. Audits are performed by the IEA Director of Business Services, subject to the parameters and limitations discussed within this document.
Financial Procedures Frequently Asked Questions
Financial procedure fequently ask question and answers
IRS and ISBE Forms and Publication
Here are links to several commonly-used forms and publications from the IRS and ISBE websites.
Contact Us
Al Llorens, Secretary-Treasurer 1-800-252-8076 x2268
Randy Welch, Director of Business Services 1-800-252-8076 x2203
Susan Morenz, Membership Processing Supervisor 1-800-252-8076
Don Jordan, Jamie Gragg, Randi Maxfield, Nicole Gerberding, Membership Processing 1-800-252-8076
Illinois Education Association is an association of more than 130,000 members composed of Illinois elementary and secondary teachers, higher education faculty and staff, educational support professionals, retired educators and college students preparing to become teachers.
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