Financial Procedures
Financial Procedures for Locals & Regions
Handbooks, Workbooks and Materials
Handbooks, Excel workbooks, E-postcard, and other materials
Membership Processing
Membership Processing forms, guides, calendar, categories, and assignments.
Fair Share
Fair Share Handbook and forms necessary to implement fair share.
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.
Online Local Treasurers Training
This course does not replace the IEA’s “live” training sessions that areheld 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 Workshops
The IEA schedules periodic training sessions for local leaders on financial procedures. Check here for a current list.
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
Cinda Klickna, 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, Leanne Oswald, Randi Maxfield, Membership Processing 1-800-252-8076
