5th MGA Treasurers Training Workshop

 
5
th
 MGA Treasurers Training Workshop
 
Gerardo Barbosa, MGA Treasurer
Lori Keller, Senior Director Business Finance Solutions
21 October 2023
Jersey City, NJ
 
2019: 1st MGA Treasurers Training – New Brunswick, NJ
-
Deb Cooper (2017-2019), Mary Ellen Randall (2020) – 2019 MGA VP Francis Grosz
2020: 2nd MGA Treasurers Training – Virtual
-
Mary Ellen Randall (2020), Gerardo Barbosa (2021) – 2020 MGA VP Kukjin Chun
2021: 3rd MGA Treasurers Training – Virtual
-
Gerardo Barbosa (2021, 2022) – 2021 MGA VP Maike Luiken
2022: 4th MGA Treasurers Training – Hoboken, NJ
-
Gerardo Barbosa (2021-2023) – 2022 MGA VP David Koehler
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MGA Treasurers Training 2019-2023
2
 
Welcome
 
5th MGA Treasurers Training Workshop
21 October 2023
Jersey City, NJ
 
3
 
Introductions
 
5th MGA Treasurers Training Workshop
21 October 2023
Jersey City, NJ
 
4
 
Gerardo Barbosa, MGA Board Treasurer
IEEE-HKN Senior Member, Computer Society Member
Co-founder and Managing Partner at CLOUDCOM
Current volunteer positions
-
Chair, MGA Finance Committee*
-
Chair, Ad Hoc Committee on NextGen Volunteer Adoption
-
Member of
-
IEEE Finance Committee*
-
IEEE New Initiatives Committee
-
IEEE Strategy and Alignment Committee
-
MGA Operations Committee*
-
MGA Strategic Planning Committee*
-
FinCom/NIC Ad Hoc Commitee on Enabling IEEE Strategic Investments 
(new)
Previously
-
MGA: VC-IM & ITCO Committee Chair, vTools Committee Member
-
REGION 9: 
Treasurer
, 
Regional Conference Coordinator
-
MONTERREY SECTION: Chair, 
Treasurer
, YP Founding Chair
5
 
* 
I
ndicates MGA Treasurer Positions
 
Agenda Topics & Presenters
 
5th MGA Treasurers Training Workshop
21 October 2023
Jersey City, NJ
 
6
 
Agenda Topics & Presenters (1 of 4)
 
 
MGA Treasurer Remarks & Agenda Review
MGA & Geo Unit Business Finances
Lori Keller, Senior Director, MGA Finance
Teresa Sacks, Senior Manager, MGA Finance
Geo Unit Financials and Compliance – NextGen
Lauren Jesch, Financial Analyst, MGA Finance
Vicky LI, Financial Analyst, MGA Finance
NextGen Volunteer Adoption
Gerardo Barbosa, MGA Treasurer
 
 
7
 
Agenda Topics & Presenters (2 of 4)
 
IEEE Financials
Eric Sheier, Accounting Manager – Finance & Administration
Banking / Financials and Compliance - Concentration Banking (CB)
and non-CB Bank Accounts
Susan Manno, Senior Treasury Analyst, Treasury Operations
Marlene Singh, Financial Services Analyst, Treasury Operations
Geo Unit Risk Analysis Assessment
Lori Keller, Senior Director, MGA Finance
 
 
8
 
Agenda Topics & Presenters (3 of 4)
 
Conferences
Samantha Capista, Manager, Conference Finance
Concur Overview
John DeSimone, Director, Financial Systems, F&A
Mary Murray, Financial Systems Analyst, F&A
Audit Process Overview
Rupa Paranjabe, Senior Director, Internal Audit
Caitlyn Chow, Internal Audit Manager, Internal Audit
 
9
 
Agenda Topics & Presenters (4 of 4)
 
MGA Training Update
Stephen Torpie, Program Specialist Volunteer User Experience, MGA
Geographic Activities
MGA Membership & Contact Center
Elyn Perez, Senior Manager, Member Market Development
Yolanda Quinones, Senior Manager, IEEE Contact Center
MGA Event Tool & Google Accounts
Vera Sharoff, Senior Director, MGA Information Systems
Round Table Discussion
Closing Remarks & Adjournment
 
 
 
10
 
Business Finance Solutions Support Staff for MGA  –
Contact Information
 
Lori Keller (732) 562-3801   
l.r.keller@ieee.org
Debbie Coto (732) 562-5508  
d.coto@ieee.org
Teresa Sacks (732) 562-3962  
t
.sacks@ieee.org
Lauren Jesch (732) 562-5321  
l.jesch
@ieee.org
Vicki Li (732) 562-5596   
v.li
@ieee.org
Shravana Pandre  
080 49 444394 
  
s.pandre@ieee.org
 
 
 
 
 
 
11
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Discover the highlights of the 5th MGA Treasurers Training Workshop held in Jersey City, NJ on October 21, 2023. The event featured key presentations by industry experts, including Gerardo Barbosa and Lori Keller, addressing finance-related topics. Participants gained valuable insights into financial management strategies and best practices for IEEE-HKN members. Get a glimpse of the agenda topics, introductions, and volunteer positions held by Gerardo Barbosa within the IEEE community.


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  1. 5thMGA Treasurers Training Workshop Gerardo Barbosa, MGA Treasurer Lori Keller, Senior Director Business Finance Solutions 21 October 2023 Jersey City, NJ

  2. MGA Treasurers Training 2019-2023 2019: 1st MGA Treasurers Training New Brunswick, NJ - Deb Cooper (2017-2019), Mary Ellen Randall (2020) 2019 MGA VP Francis Grosz 2020: 2nd MGA Treasurers Training Virtual - Mary Ellen Randall (2020), Gerardo Barbosa (2021) 2020 MGA VP Kukjin Chun 2021: 3rd MGA Treasurers Training Virtual - Gerardo Barbosa (2021, 2022) 2021 MGA VP Maike Luiken 2022: 4th MGA Treasurers Training Hoboken, NJ - Gerardo Barbosa (2021-2023) 2022 MGA VP David Koehler 2023: 5th MGA Treasurers Training Jersey City, NJ - Gerardo Barbosa (2021-2023), Greg Gdowski (2024) 2023 MGA VP Jill Gostin 2

  3. Welcome 5th MGA Treasurers Training Workshop 21 October 2023 Jersey City, NJ 3

  4. Introductions 5th MGA Treasurers Training Workshop 21 October 2023 Jersey City, NJ 4

  5. Gerardo Barbosa, MGA Board Treasurer IEEE-HKN Senior Member, Computer Society Member Co-founder and Managing Partner at CLOUDCOM Current volunteer positions - Chair, MGA Finance Committee* - Chair, Ad Hoc Committee on NextGen Volunteer Adoption - Member of - IEEE Finance Committee* - IEEE New Initiatives Committee - IEEE Strategy and Alignment Committee - MGA Operations Committee* - MGA Strategic Planning Committee* - FinCom/NIC Ad Hoc Commitee on Enabling IEEE Strategic Investments (new) Previously - MGA: VC-IM & ITCO Committee Chair, vTools Committee Member - REGION 9: Treasurer, Regional Conference Coordinator - MONTERREY SECTION: Chair, Treasurer, YP Founding Chair * Indicates MGA Treasurer Positions 5

  6. Agenda Topics & Presenters 5th MGA Treasurers Training Workshop 21 October 2023 Jersey City, NJ 6

  7. Agenda Topics & Presenters (1 of 4) MGA Treasurer Remarks & Agenda Review MGA & Geo Unit Business Finances Lori Keller, Senior Director, MGA Finance Teresa Sacks, Senior Manager, MGA Finance Geo Unit Financials and Compliance NextGen Lauren Jesch, Financial Analyst, MGA Finance Vicky LI, Financial Analyst, MGA Finance NextGen Volunteer Adoption Gerardo Barbosa, MGA Treasurer 7

  8. Agenda Topics & Presenters (2 of 4) IEEE Financials Eric Sheier, Accounting Manager Finance & Administration Banking / Financials and Compliance - Concentration Banking (CB) and non-CB Bank Accounts Susan Manno, Senior Treasury Analyst, Treasury Operations Marlene Singh, Financial Services Analyst, Treasury Operations Geo Unit Risk Analysis Assessment Lori Keller, Senior Director, MGA Finance 8

  9. Agenda Topics & Presenters (3 of 4) Conferences Samantha Capista, Manager, Conference Finance Concur Overview John DeSimone, Director, Financial Systems, F&A Mary Murray, Financial Systems Analyst, F&A Audit Process Overview Rupa Paranjabe, Senior Director, Internal Audit Caitlyn Chow, Internal Audit Manager, Internal Audit 9

  10. Agenda Topics & Presenters (4 of 4) MGA Training Update Stephen Torpie, Program Specialist Volunteer User Experience, MGA Geographic Activities MGA Membership & Contact Center Elyn Perez, Senior Manager, Member Market Development Yolanda Quinones, Senior Manager, IEEE Contact Center MGA Event Tool & Google Accounts Vera Sharoff, Senior Director, MGA Information Systems Round Table Discussion Closing Remarks & Adjournment 10

  11. Business Finance Solutions Support Staff for MGA Contact Information Lori Keller (732) 562-3801 l.r.keller@ieee.org Debbie Coto (732) 562-5508 d.coto@ieee.org Teresa Sacks (732) 562-3962 t.sacks@ieee.org Lauren Jesch (732) 562-5321 l.jesch@ieee.org Vicki Li (732) 562-5596 v.li@ieee.org Shravana Pandre 080 49 444394 s.pandre@ieee.org 11

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