Summer Leadership Academy Susan Morenz and Gary Meilke, Presenters

How to get your local in financial trouble 1.Don’t verify that the right amount of dues is being withheld. 2.Don’t send your membership changes to IEA Membership Processing. 3.Don’t review your changes for accuracy after they are made. 4.Don’t send the billing statement to the treasurer for payment. 5.Don’t periodically match your school dues deduction list to your IEA member roster.

1. Verify Dues TypeNEAIEAIPACELOCALTOTAL Active Professional Members: AC-1-100$185.00$432.00$30.00$25.00$ AC-1-50$104.00$216.00$30.00$25.00$ AC-1-25$63.75$108.00$30.00$25.00$226.75

Verify Dues TypeTOTALNO. PAY PERIODSAMOUNT PER PAY Active Professional Members: AC-1-100$ $33.60 AC-1-50$ $18.75 AC-1-25$ $11.34 Withheld September through June

“I started in March. Why am I charged more?” TypeTOTALNO. PAY PERIODSAMOUNT PER PAY Full Year Active Professional Members: AC-1-100$ $33.60 March Starter Active Professional Members: AC-1-100$ $45.38

2. Don’t send your member changes to IEA Effect of not reporting changes: Issue:Result:Fix: You haven't reported your resignationsYou are charged too much Send Membership Processing your cancelled members list You haven't mailed your enrollments You aren't charged enough. Member don’t get cards. Mail Membership Processing your enrollment forms You haven't reported type changes You can be either over charged or under charged. Send Membership Processing your type changes Members changed from half to full timeYou aren't charged enough. Members changed from full to halfYou are charged too much.

Late Fees 30-day grace period 2% per month Example: – Payment of $10,000 is due November 1. – If not paid by December 1, penalty of $ is charged

Waiving Late Fees Get all payments caught up Set controls so payments won’t be late in future Doug Barringer, to – Explain why payment was late and what has been done to assure payments aren’t late in the future Don’t regularly be late making payments!

Changes after end of membership year Send to Membership Processing – Mark for LAST year Notify treasurer – Reopens account for last year?

Continuous Roster Mark through members not returning this year Update demographics – Name, address, telephone, etc. Fee payer to member? Member to fee payer? Part time to full time? Full time to part time? Leaves of absence? Colored ink

Enrollment Forms New information this year Black ink Print Stay in boxes