[US] Banking for FOSS4G-NA 2019

Guido Stein guido at guidostein.com
Wed Nov 14 15:10:27 PST 2018

Hey Rob,

I have the lawyer working on a contract and will contact you as soon as we
have it. I think that this will all come together next week.

I will let you know as soon as I have more information,


On Wed, Nov 14, 2018 at 2:17 PM Rob | Labs <Rob at roblabs.com> wrote:

> Hello Guido,
> If the Loomio vote goes well today, what is the next step?  Can you pass
> along the information for the Non-profit (address, bank, routing info, etc).
> Thank you for putting this to a committee vote.
> Rob
> --
> San Diego
> 858 779 4762
> http://RobLabs.com/blog
> http://LinkedIn.com/in/RobChohan
> *Offline maps for mobile*
> On Mon, Nov 12, 2018 at 5:43 AM, Josh Rosenthal <maric423 at gmail.com>
> wrote:
>> Hi Folks
>> It'd be great if we can help with this.  Just to clarify, in the event of
>> NSF fees, overdrafts, or other such issues, who would be accountable for
>> those expenses?  In the event of NSF/overdraft and such, would money be
>> automatically taken from other technication accounts (an issue I've
>> encountered with another nonprofit before)?
>> Josh
>> On Mon, Nov 12, 2018, 8:25 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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