summer leadership academy susan morenz and gary meilke, presenters

Summer Leadership Academy

Susan Morenz and Gary Meilke, Presenters

How to get your local in financial trouble

1. Don’t verify that the right amount of dues is being withheld.2. Don’t send your membership changes to IEA Membership Processing.3. Don’t review your changes for accuracy after they are made.4. Don’t send the billing statement to the treasurer for payment.5. Don’t periodically match your school dues deduction list to your IEA

member roster.

1. Verify Dues

Type NEA IEA IPACE LOCAL TOTAL

Active Professional Members:

AC-1-100 $185.00 $432.00 $30.00 $25.00 $672.00

AC-1-50 $104.00 $216.00 $30.00 $25.00 $375.00

AC-1-25 $63.75 $108.00 $30.00 $25.00 $226.75

Verify Dues

Type TOTAL NO. PAY PERIODS AMOUNT PER PAY

Active Professional Members: AC-1-100 $672.00 20 $33.60 AC-1-50 $375.00 20 $18.75 AC-1-25 $226.75 20 $11.34

Withheld September through June

“I started in March. Why am I charged more?”

Type TOTAL NO. PAY PERIODS AMOUNT PER PAYFull YearActive Professional Members: AC-1-100 $672.00 20 $33.60 March StarterActive Professional Members: AC-1-100 $363.00 8 $45.38

2. Don’t send your member changes to IEAEffect of not reporting changes:Issue: Result: Fix:You haven't reported your resignations You are charged too much

Send Membership Processing your cancelled members list

You haven't mailed your enrollments

You aren't charged enough. Member don’t get cards.

Mail Membership Processing your enrollment forms

You haven't reported type changes

You can be either over charged or under charged.

Send Membership Processing your type changes

Members changed from half to full time You aren't charged enough.Members changed from full to half You are charged too much.

Late Fees

• 30-day grace period• 2% per month• Example:– Payment of $10,000 is due November 1. – If not paid by December 1, penalty of $200.00 is charged

Waiving Late Fees

• Get all payments caught up• Set controls so payments won’t be late in future• Email Doug Barringer, doug.barringer@ieanea.org, to request– Explain why payment was late and what has been done to assure

payments aren’t late in the future• Don’t regularly be late making payments!

Changes after end of membership year

• Send to Membership Processing – Mark for LAST year

• Notify treasurer– Reopens account for last year?

Continuous Roster• Mark through members not returning this year• Update demographics– Name, address, telephone, etc.

• Fee payer to member? Member to fee payer?• Part time to full time? Full time to part time?• Leaves of absence?• Colored ink

Enrollment Forms

• New information this year• Black ink• Print• Stay in boxes