FORMS

The following forms and information is to aid the committee chairs in your work to support the Chapter. If you have any questions regarding the following information, please do not hesitate to contact the office.

COMMUNICATIONS
For each event, please fill out the Announcement Fact Form to begin the process—preferably at least 6 weeks prior to the event. Once we have received it we will do the following:
• Open the event on EventBrite
• Add it to the calendar on the ifmaboston.org website with a link to EventBrite. Once it has been added to the calendar it will automatically be added to the upcoming events. The upcoming events show the next three events.
• Add it to the Newsflashes that are distributed twice a month.
• Send out direct invitations from EventBrite to past attendees to that event type.

Have other announcements to be added to our Newsflashes or added to the blog? Just email us the details.

See something that is out of date on the website? Do not hesitate to let us know. Thanks for your help!

CONFERENCE CALLING
Conference call capabilities are always available. Each committee has a pre-assigned call-in access number. Please send an email to ifma@nullifmaboston.org with any questions regarding your committee’s access numbers.

FINANCE
Have you made an expenditure on behalf of the Chapter and need to be reimbursed? If so, fill out the IFMA Expense Reimbursement Form and submit it and a copy of your receipt(s) and email it to ifma@nullifmaboston.org.

Do you have a proposal/contract, deposit, credit card authorization or check request for one of your events? If so, all contracts/proposals must be made out to:
Jessamine Wigfall, Treasurer
IFMA Boston
P.O. Box 4185
Andover, MA 01810
They can then be sent to ifma@nullifmaboston.org to be processed. Allow a minimum of 10 business days for processing all requests. Please note that any payments over $5,000 must be paid by check and any checks over $10,000 require two signatures so may take longer to process.

EVENT BUDGETS
Each committee chair is sent their annual budget quarterly for review. Please contact the office with any questions regarding your budget. For each event, you can utilize the Event Planning Budget Form to track your expenses.
Please click here for a program budget reference form.

EVENT PLANNING
When planning an event, please designate a main contact person to work with the office. For your use in planning and executing your event we have the following tools. But do not hesitate to contact the office with any questions.

Event Needs Checklist
Standard Event Planning Schedule
Standard Bio Template
Event Planning 101

EVENT CALENDAR
When planning an event, please reference the calendar of events and the Chapter office prior to selecting a date to assure that there are no competing events at the same time. Do not plan any programs for the week of Awards, Gala, Golf Tournament or Schmooze Cruise.

BOARD MEETINGS
Board Meetings generally occur the third Tuesday of every month from 4-6 PM at Margulies Perruzzi Architects. Please contact the office to confirm.