Handbooks, Workbooks and Materials

Handbooks

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.

2011 Financial Procedures for Locals and Regions
Here is the complete manual that is used as a training aid at our Financial Procedures Training workshops.

Excel Workbooks

Expense and Mileage Report
Region Budget Forms – Regions have been supplied with their own personalized version of the 2009-2010 budget spreadsheet. Regions should use the sheet that was provided to them. We are leaving this sheet on the website because locals often use it as a template for their budgets.
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.