5th MGA Treasurers Training Workshop

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.

• Finance Workshop
• Financial Management
• Event Highlights

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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