[US] Banking for FOSS4G-NA 2019

Jeffrey Johnson ortelius at gmail.com
Mon Nov 12 09:43:33 PST 2018


Yeah, these assumptions are correct. Let us know if you have any other
questions.
On Mon, Nov 12, 2018 at 5:25 AM Guido Stein <guido at guidostein.com> wrote:
>
> 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.
>
> -Guido
>
> 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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