chapter officer training incose admin office functions and resources holly witte christine kowalski...
TRANSCRIPT
![Page 1: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/1.jpg)
Chapter Officer TrainingINCOSE Admin Office Functions
and Resources
Holly Witte
Christine Kowalski
Carol Berardino
Amy Wang
Carrie Lopez
Alexandra Kowalski
Presented at IS 2013
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 2: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/2.jpg)
Agenda
• New GlobalMeet Resource (replacing LiveMeeting)
• EOY Financial Reporting: Templates/Due Dates
• Chapter INCOSE Promotional Items• INCOSE Member Resources
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 3: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/3.jpg)
GlobalMeet
New! GlobalMeet Resource
INCOSE Shared Resources Request Site: https://connect.incose.org/resources/default.aspx
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 4: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/4.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Be sure to review the User Guide and Getting Started Webpage links in the How to Use Scheduled Meetings
![Page 5: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/5.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Meet NOW – for unscheduled meetings only.
![Page 6: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/6.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Calendar where Requests populate when submitted.
![Page 7: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/7.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Select the GlobalMeet & Teleconference Request Hyperlink to access request form:
![Page 8: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/8.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Complete the request form and submit (OK button)
![Page 9: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/9.jpg)
GlobalMeet
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Request has populated the Request Calendar
![Page 10: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/10.jpg)
GlobalMeet Audio
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Copy the web address and enter the Client ID and password in order to test / use your resource account. Attendees will sign in as Guests.Please be sure to test the platform on the computer you will be using. Some organizations may have computers locked down where you cannot download the executable file which allows you to use the Screen Share of your desktop. You will need to have your IT department open yourcomputer and provide rights to do the download.
![Page 11: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/11.jpg)
End of Year Chapter Financial Reporting
• All chapters must have their financial reports emailed by February 15, 2013 to receive their chapter shares in March.
• NOTE: US Chapter Shares are disbursed half in March and half in September for the dues shares from 1, March 2013 – 31, August 2013 (Or subject year)
• INCOSE must have the completed financial reports as the chapter finances are included in our 990 tax report to the IRS. If you have any questions please contact [email protected]
• The report templates for US/Non US Chapters are in Connect on the Chapter homepage https://connect.incose.org/mb/chapters/default.aspx in the folder called “Financial Reports – Template” Please be sure to email a copy of your Chapter bank statement reflecting the December 31, 2013 (Or Subject year) balance. If you have any questions, please don’t hesitate to contact our office.
Chapters Main POC: Amy, [email protected]
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 12: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/12.jpg)
End of Year Chapter Financial Reporting
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Direct Link to Form on INCOSE Connect: https://connect.incose.org/default.aspx?RootFolder=%2fShared%20Documents%2fChapter%20Templates&FolderCTID=&View=%7b832EA538%2dB92E%2d4C14%2dACEA%2d39DE80A815EE%7d
![Page 13: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/13.jpg)
End of Year Non-US Chapter Financial Reporting
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
Direct Link to Form on INCOSE Connect: https://connect.incose.org/default.aspx?RootFolder=%2fShared%20Documents%2fChapter%20Templates&FolderCTID=&View=%7b832EA538%2dB92E%2d4C14%2dACEA%2d39DE80A815EE%7d
![Page 14: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/14.jpg)
Promotional Items for Chapters
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 15: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/15.jpg)
Promotional Items Ordering
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 16: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/16.jpg)
Promotional Items Order Form
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013
![Page 17: Chapter Officer Training INCOSE Admin Office Functions and Resources Holly Witte Christine Kowalski Carol Berardino Amy Wang Carrie Lopez Alexandra Kowalski](https://reader035.vdocuments.us/reader035/viewer/2022062511/551a5fb855034643688b4ac5/html5/thumbnails/17.jpg)
Member Resource Area: www.incose.org
23rd Annual INCOSE International Symposium - Philadelphia, PA – 24-27 June, 2013