MGA Treasurer Training
IEEE

AGENDA
Final Agenda Approval: 25 October 2019
New Brunswick, New Jersey USA
The Heldrich Hotel and Conference Center
Vanderbilt Room
MAIN MEETING: 8:00 AM - 4:30 PM - Vanderbilt Room

BREAKOUT SESSIONS - 8:30 AM to 3:15 PM:
Waksman Room: Concentration Banking/Treasury, NetSuite Financials, Concur, Geo Unit Support
Dickson Room: Conferences, Internal Audit, Procurement / Strategic Sourcing

Action Agenda
#TimeSubmitterTypePresenterAgenda ItemSupporting Documents
108:00MGA FCDiscussionBolsch, CooperWelcome, Introductions, Agenda Overview (COMPLETED)
  1. MGA Region Treasurers Workshop Welcome
102079
208:30MGA FCDiscussionGalicki, GreyFinancials and Compliance – Concentration Banking (CB) and Non-CB Bank Accounts’ Process (COMPLETED)
  1. IEEE Concentration Banking Accounts Program
102080
309:00MGA FCDiscussionSantiago, SharoffUpdates on Phishing/Cyber Security & GDPR (COMPLETED)
  1. Cybersecurity Awareness for Volunteers
  2. GDPR Update
102081
409:30MGA FCDiscussionSacks, KhanGeo Unit Financials and Compliance – NetSuite (COMPLETED)
  1. MGA Treasurer Training Session_NETSUITE_TSacks Presentationrev
102082
510:00MGA FCProcedural...MORNING BREAK (hotel checkout) (COMPLETED) 
610:15MGA FCDiscussionPatane, ToscanoContracts & Procurements Approval Process (COMPLETED)
  1. IEEE Procurement and Contracting
102084
710:45MGA FCDiscussionPataneController Update on Major CFO Initiatives and IEEE Financials (COMPLETED)
  1. Controller Update on Major Initiatives and IEEE Financials
102085
811:15MGA FCDiscussionJannuzziConferences for MGA and Geo Units (COMPLETED)
  1. MCE Overview and Information for Region Treasurers rev
102086
911:45MGA FCProceduralChristopher's Restaurant - 1st Fl.LUNCH (hotel checkout) (COMPLETED) 
1012:45MGA FCDiscussionBolschMGA and Geo Unit Business Finances (COMPLETED)
  1. MGA and Geo Unit Business Finances
102088
1113:30MGA FCDiscussionMosesman, Plank, DeSimoneConcur Overview and Rollout (COMPLETED)
  1. Concur Expense
102089
1214:00MGA FCProcedural...AFTERNOON BREAK (IN PROCESS) 
1314:15MGA FCDiscussionBolsch, CooperRoundtable discussion/take-aways  
1415:15MGA FCDiscussionBolsch, Cooper, RandallClosing Remarks  
1515:30MGA FCProcedural...Adjourn - We would greatly appreciate your feedback via the survey link provided.
  1. Post-event Survey Link
102093
LEGEND 

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Agenda Sections
199Action Agenda
299Consent Agenda
399 Reference:Committee / Forum Reports
499 Reference:Reports from Representatives
599 Reference:Supplemental Reports
Submitter (column 3 of agenda)
MGA FCMGA Finance Committee
Supporting Documents (column 7 of agenda)
###Number Assigned to supporting document file