2019 SFBAC Officer Training Finding IEEE Resources Taylor Winship 2017-2018 IEEE Santa Clara Valley Section Secretary

SFBAC Officer Training Each year we share guidance on: How to find information How to use IEEE systems Ideas for chapter practices Start by looking at key resources Then we’ll go into more detail Later we’ll do some member sharing in small groups Prepared by: T Winship 01-18-2019 Page 2

Some Key Resources How is IEEE organized and governed? IEEE governing docs, esp. MGA Operations Manual How to find things? Use “Search” function on ieee.org website What do we need to know about financials? CBRS, Netsuite, vTools Events, financial reporting template TM event advertising vTools Events, Event Finder, eGrid, and TM co-sponsor(s) Contacting members LISTSERV, eNotice Chapter elections => MGA Ops Manual Chp. 9 => vTools Voting is online Prepared by: T Winship 01-18-2019 Page 3

Key Resources Roadmap Event Logistics DL programs Education & STEM Venues, equipment, COLIs, directions for attendees Education & STEM science fairs, TryEngineering, TryComputing, TOPS DL programs Check with your Society(ies) o ) Special Events Post as “Private”, use caterer, have kids amusements, raffle Developing IEEE YPs and students Rising Stars, IEEEXtreme SCV annual report Template on SCV website & OU Analytics for mem #s Prepared by: T Winship 01-18-2019 Page 4

Acronyms Used Here CBRS => Concentration Banking and Financial Reporting (IEEE system) COLI => certificate of liability insurance (IEEE resource) DL => distinguished lecturer (provided by some Societies) MGA => IEEE Member and Geographic Activities OU => organizational unit TM => technical meeting TOPS => Teaching Opportunities for Partners in Science (SCV Section program) YP => IEEE Young Professionals Prepared by: T Winship 01-18-2019 Page 5

Key Resource Links IEEE Governing Documents MGA Operations Manual www.ieee.org/about/corporate/governance/index.html MGA Operations Manual mga.ieee.org/board-committees/operations-manual SCV Section sites.ieee.org/SCV SF Section webinabox.vtools.ieee.org/wibp_home/index/R60341 IEEEXtreme ieee.org/membership/students/competitions/xtreme/index.html IEEE Rising Stars ieee-risingstars.org Tryengineering & Trycomputing tryengineering.org & trycomputing.org CBRS webapps1.ieee.org/CBRS/CBRS IEEE Listserv listserv.ieee.org vTools vtools.ieee.org - vTools Tutorials (they’re good) - vtools.ieee.org/training - vTools Events - events.vtools.ieee.org - vTools eNotice - enotice.vtools.ieee.org - vTools Voting - voting.vtools.ieee.org - vTools Officer Reporting - officers.vtools.ieee.org Prepared by: T Winship 01-18-2019 Page 6