Financial Procedures

Financial Procedures for Locals & Regions

Handbooks, Workbooks and Materials

Handbooks, Excel workbooks, E-postcard, and other materials

Membership Processing

Membership Processing forms, guides, calendar, categories, and assignments.

Online Local Treasurers Training

This course does not replace the IEA’s “live” training sessions that areheld around the state at various times of the year. However, it provides a quick, convenient introduction to the basic components of the treasurer’s responsibilities.

Financial Procedure Workshops

The IEA Financial Procedures for Locals and Regions handbook is used as the principal source document for the material that is covered.

FAQs

Financial procedure fequently ask question and answers

IRS and ISBE Forms and Publication

Here are links to several commonly-used forms and publications from the IRS and ISBE websites.

Contact Us

Cinda Klickna, Secretary-Treasurer 1-800-252-8076 x2268
Randy Welch
, Director of Business Services 1-800-252-8076 x2203
Susan Morenz
, Membership Processing Supervisor 1-800-252-8076
Don Jordan
, Jamie Gragg, Leanne Oswald, Randi Maxfield, Membership Processing 1-800-252-8076

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