IEEE Central Texas Section 2013 FINANCIAL PLAN APPROVAL CTS Spring Planning Meeting San Marcos January 26, 2013 Don Drumtra 512-291-0315.

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Presentation transcript:

IEEE Central Texas Section 2013 FINANCIAL PLAN APPROVAL CTS Spring Planning Meeting San Marcos January 26, 2013 Don Drumtra

IEEE Central Texas Section Overview l 2012 Financial Data l 2013 Financial Planning Goals l 2013 Financial Plan l 2013 Financial Plan Approval l Tutorials Moved to V-C Meetings

IEEE Central Texas Section CTS Results Summary 2012 RevenueExpensesResults Planned62,70079,175(16,475) Actual61,07072,866(11,795) Investment7,1000 Total68,17076,988(4,695) Investment Gains are unrealized.

IEEE Central Texas Section CTS Asset History times Annual Rebate $67,500

IEEE Central Texas Section 2013 Planning Inputs Estimated Revenue Estimated Expenses Requested Budgets Inputs110,340135,376 (23,027)

IEEE Central Texas Section Chapter Inputs Financial Impact 3 times Annual Rebate $67,500

IEEE Central Texas Section 2013 FINANCIAL PLAN GOALS 1.Total revenue < $100,000 gain 2.Total expenses < $100,000 loss 3.Net Budget around $10,000 loss 4.Basic chapter funding $200 loss 5.Chapter add-on for input +$100 loss 6.Chapter add-on for past and future activity 7.Continue funding pools 8.No overseas travel

IEEE Central Texas Section Proposed Budget and Targets for 2013 RevenueExpensesNet Budget Chapters$10,600$15,880(5,280) Section Functions017,900(17,900) General Support74,60062,60012,000 Total85,20096,380(11,180) Target<100,000 (10,000)

IEEE Central Texas Section CTS Draft Financial Plan Impact 3 times Annual Rebate $67,500

IEEE Central Texas Section CTS Financial Plan Approval CTS Executive Committee l All Section Officers (Chairman, two Past Chairmen, VP-Austin, VP-San Antonio, Secretary, Treasurer, Manager of Electronic Communications) l All CTS Chapters and Affinity Groups (Chairman or representative)

IEEE Central Texas Section CTS Financial Planning Process 1.Treasurer calls for input 2.Chapter & Staff officers provide input 3.Treasurer combines with prior year data 4.Treasurer and Chair develop draft fin plan 5.SecComm reviews and approves the plan 6.Treasurer presents the plan to the ExComm 7.Treasurer moves to approve 8.ExComm discusses and approves

IEEE Central Texas Section List of BIG 4 Recommendations to Do More with Less l Meetings: Select cost effective venues l Workshops, symposia: plan for at least a 20% surplus l Travel: Limit trips to essential days. l All activities: Secure company and society funding