NEA Local Treasurer’s Handbook
The NEA has recently updated its Local Treasurer’s Handbook. The manual is very lengthy and generic and because of this, sections can be confusing because they don’t necessarily relate to situations faced by the IEA’s locals. If you would like an electronic copy of the entire manual, please request it from randy.welch@ieanea.org. Just be aware of the above.
Excerpts from the NEA Local Treasurer’s manual – These are too lengthy or detailed to be included in the IEA’s Financial Procedures manual, but they may be of interest to you.
- Accounting Systems
- Accounting Terminology and Concepts
- Auditing
- Bookkeeping Forms (Samples)
- Budgeting
- Internal Control
- IRS Rules- Political Activity
- NEA Financial/Operational Standards (Reference)
- NEA Fund (FCPE) Fundraising/Contribution Rules
- Record Retention
- Tax Forms- Glossary
Financial Procedures for Locals and Regions (2012-2013)
Here is the complete manual that is used as a training aid at our Financial Procedures Training workshops.
Excel Workbooks
- 2012 NEA-RA Receipts Organizer – Delegates to the 2012 NEA Representative Assembly can use this organizer to properly document their expenses. Just tape your receipts to the page for the current travel day, then summarize each day’s activity at the bottom of the page and transfer the totals to the Expense/Mileage Report (last page).
- Revenue and Expense Workbook
- Revenue and Expense Workbook (Printable)
Other Materials
Local Filing Requirements
The following pertain to all of our locals. There may be unusual situations in which additional requirements exist. If there is any doubt, contact the IEA Director of Business Services.
Early Warning Signs of Fraud
If an “honest” person has opportunity and a strong incentive, it can become relatively easy to take the next step and rationalize a fraudulent act. Proactive encouragement of proper controls at every opportunity will lessen the probability that investigations and accusations will ever have to be made.
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