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class="col-12"> <article id="post-763" class="post-763 page type-page status-publish hentry" role="article"> <div class="entry-container">  <section class="entry-content"> <div class="wpb-content-wrapper"><div data-vc-full-width="true" data-vc-full-width-init="false" class="vc_row wpb_row vc_row-fluid section-padding top bottom main-gradient white vc_custom_1570130033998"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element vc_custom_1578423600778" > <div class="wpb_wrapper"> <h1 style="text-align: center;">Finance & Contracts</h1> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1578423612482 custom-730" > <div class="wpb_wrapper"> <p class="xl" style="text-align: center;">Guidance on how to successfully plan and manage the financial and contracting elements of your conference</p> </div> </div> </div></div></div></div><div class="vc_row-full-width vc_clearfix"></div><div data-vc-full-width="true" data-vc-full-width-init="false" class="vc_row wpb_row vc_row-fluid large-slider-padding top half vc_row-o-equal-height vc_row-o-content-middle vc_row-flex"><div class="large-slider-padding top bottom first slider wpb_column vc_column_container vc_col-sm-6"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element vc_custom_1578423623034" > <div class="wpb_wrapper"> <h2>Learn the Rules of the Road</h2> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_10 vc_sep_pos_align_left vc_separator_no_text vc_custom_1570129905695 wpb_content_element vc_custom_1570129905695 wpb_content_element separator" ><span class="vc_sep_holder vc_sep_holder_l"><span style="border-color:#78be20;" class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span style="border-color:#78be20;" class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element vc_custom_1578423634564" > <div class="wpb_wrapper"> <p class="lg">Sound financial and contract management are cornerstones of a successful conference. Here, you鈥檒l find all the information on IEEE guidelines, best practices, and useful tips you鈥檒l need to help your conference achieve its financial goals.</p> </div> </div> </div></div></div><div class="second main-slider-img wpb_column vc_column_container vc_col-sm-6"><div class="vc_column-inner vc_custom_1570123793889"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_right wpb_content_element vc_custom_1578694055207"> <figure class="wpb_wrapper vc_figure"> <div class="vc_single_image-wrapper vc_box_border_grey"><img fetchpriority="high" decoding="async" width="2560" height="1707" src="https://events.ieee.org/wp-content/uploads/finance-contracts-scaled.jpg" class="vc_single_image-img attachment-full" alt="Woman reviewing finances on laptop" title="Finance & Contracts" srcset="https://events.ieee.org/wp-content/uploads/finance-contracts-scaled.jpg 2560w, https://events.ieee.org/wp-content/uploads/finance-contracts-300x200.jpg 300w, https://events.ieee.org/wp-content/uploads/finance-contracts-150x100.jpg 150w, https://events.ieee.org/wp-content/uploads/finance-contracts-768x512.jpg 768w, https://events.ieee.org/wp-content/uploads/finance-contracts-1536x1024.jpg 1536w, https://events.ieee.org/wp-content/uploads/finance-contracts-2048x1365.jpg 2048w" sizes="(max-width: 2560px) 100vw, 2560px" /></div> </figure> </div> </div></div></div></div><div class="vc_row-full-width vc_clearfix"></div><div class="vc_row wpb_row vc_row-fluid main-section-padding top box-tablet vc_custom_1573682792661"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner vc_custom_1573682708770"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element vc_custom_1578423784180" > <div class="wpb_wrapper"> <h2 style="text-align: center;">Get on the Path to Financial Success</h2> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_10 vc_sep_pos_align_center vc_separator_no_text vc_custom_1570055352220 wpb_content_element vc_custom_1570055352220 wpb_content_element separator" ><span class="vc_sep_holder vc_sep_holder_l"><span style="border-color:#78be20;" class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span style="border-color:#78be20;" class="vc_sep_line"></span></span> </div><div class="vc_row wpb_row vc_inner vc_row-fluid boxes-tablet-edit vc_custom_1573682712590 vc_column-gap-30 vc_row-o-equal-height vc_row-o-content-top vc_row-flex"><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570110659596"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1578424075047"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/overview/" title="Overview">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Overview</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Learn about the responsibilities of the conference treasurer</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055599277"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1583432725784"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/budget/" title="Building a Budget">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Building a Budget</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Get tips on building an accurate conference budget</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055628957"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1579286429482"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/choose-bank-account/" title="Choosing the Right Bank Account">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Choosing the Right Bank Account</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Explore different bank account options for your conference</p> </div></div></div></section></div></div></div></div><div class="vc_row wpb_row vc_inner vc_row-fluid boxes-tablet-edit vc_custom_1573682716807 vc_column-gap-30 vc_row-o-equal-height vc_row-o-content-top vc_row-flex"><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055570016"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1578424222958"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/event-registration/determining-accepting-registration-fees/" title="Determining & Accepting Registration Fees">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Determining & Accepting Registration Fees</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Establish fee types, determine discounts, set cancellation/refund policies, & establish payment processing</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055599277"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1579286443097"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/contracts-guidelines-templates/" title="Conference Contracts Guidelines and Templates">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Conference Contracts Guidelines & Templates</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Find information on the review process, high-risk contracts, signing, & available templates</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055628957"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1582204140960"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/tax-information-conferences/" title="Tax Information for Conferences">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Tax Information for Conferences</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Understand tax implications for your conference</p> </div></div></div></section></div></div></div></div><div class="vc_row wpb_row vc_inner vc_row-fluid boxes-tablet-edit vc_custom_1573682720800 vc_column-gap-30 vc_row-o-equal-height vc_row-o-content-top vc_row-flex"><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055570016"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1578426191281"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/tracking-your-transactions/" title="Tracking Your Transactions">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Tracking Your Transactions</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Bookkeeping fundamentals including forecasting, actuals, transaction detail reports, recording data, and cash on-site transactions</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055599277"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1579286456858"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/closing-conference/" title="Closing Your Conference">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Closing Your Conference</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Get conference closing guidelines and timeframes</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055628957"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1586372189431"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/audit/" title="Audit">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Conference<br /> Audit</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Learn audit parameters and options</p> </div></div></div></section></div></div></div></div><div class="vc_row wpb_row vc_inner vc_row-fluid boxes-tablet-edit vc_custom_1573682720800 vc_column-gap-30 vc_row-o-equal-height vc_row-o-content-top vc_row-flex"><div class="wpb_column vc_column_container vc_col-sm-4"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4 vc_col-has-fill"><div class="vc_column-inner vc_custom_1570055570016"><div class="wpb_wrapper"><section class="vc_cta3-container"><div class="vc_general vc_do_cta3 vc_cta3 box-cta vc_cta3-style-flat vc_cta3-shape-square vc_cta3-align-center vc_cta3-color-white vc_cta3-icon-size-md vc_cta3-actions-top vc_custom_1581533026063"><div class="vc_cta3_content-container"><div class="vc_cta3-actions"><div class="vc_btn3-container vc_btn3-inline vc_do_btn" ><a class="vc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey" href="https://events.ieee.org/planning-basics/finance-contracts/conference-finance-videos/" title="Conference Finance Videos">Text on the button</a></div></div><div class="vc_cta3-content"><header class="vc_cta3-content-header"></header><h4 style="text-align: center;">Conference Finance Videos</h4> <hr class="double-sep" /> <p class="reg" style="text-align: center;">Short instructional videos on conference finance topics</p> </div></div></div></section></div></div></div><div class="wpb_column vc_column_container vc_col-sm-4"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div></div></div></div></div><div class="vc_row wpb_row vc_row-fluid main-section-padding top bottom"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element vc_custom_1620413386251" > <div class="wpb_wrapper"> <h2 style="text-align: center;">Resources & Tools</h2> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_10 vc_sep_pos_align_center vc_separator_no_text vc_custom_1569937941143 wpb_content_element vc_custom_1569937941143 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