[US] Banking for FOSS4G-NA 2019

Guido Stein guido at guidostein.com
Mon Nov 12 05:25:10 PST 2018

Hey Jeff,

I have started a loomio decision and set the close date for Wednesday. I am
confident that this will pass.

I have also spoken to our lawyer and will have a contract drawn making this
official. My basic understanding based on your request is as follows:

- This is a non-profit endeavor
- You will get access to a checking account and will have a debit card
associated with it
- You and your team will keep the books, we will provide you a quickbooks
account so that we are able to report on this after the event is over to
our board.

Once the vote is closed on Wednesday I will get you a contract as soon as I
can, once we have all signed I will get the bank account setup.

Please let me know if we are all on the same page and if this timeline
works for you. If you need any adjustments I would be happy to discuss here.


On Thu, Nov 8, 2018 at 11:50 AM Jeffrey Johnson <ortelius at gmail.com> wrote:

> Hi Folks,
> Rob and I are co-organizing FOSS4G-NA 2019 here in San Diego. We have
> most of the key items (Venue, Catering, A/V, Call for Proposals,
> Ticketing system etc) in progress, but we are a bit stuck on the
> banking aspect. We have chosen _not_ to engage with a Professional
> Conference organizer for various reasons and usually a firm like this
> handles the banking. We had originally thought we would just setup an
> LLC and run the sponsor and attendee income through that, but my CPA
> advises that this could have tax implications for me personally and so
> I'd like to avoid.
> With that in mind, we would like to ask that OSGeo-US (under the
> umbrella of Technocation) provide us a bank account to work with.
> Ideally this is as simple as adding an additional account to the
> existing banking relationship and sending us Debit cards to work with
> and perhaps asking for checks to be issued by the bank directly.
> For reference, our budget worksheet is here
> https://docs.google.com/spreadsheets/d/1sOVlpoZ_yrhsuki_qLTwP73em60_kZSU6sJvsmI67Bo/edit#gid=0
> As we have stated to receive sponsor commitments, it is somewhat
> urgent that resolve this issue and get the $ moving.
> Do let us know if there are any questions or issues that need to be
> addressed or if this can be setup quickly.
> Thanks in advance,
> Jeff & Rob (FOSS4G-NA 2019 Co-chairs)
> _______________________________________________
> US mailing list
> US at lists.osgeo.org
> https://lists.osgeo.org/mailman/listinfo/us
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