Financial Forms

Note: unless otherwise indicated, all forms are PDF files and require the free Adobe Acrobat Reader to open.
If you do not have Acrobat Reader, you can download it here.


Balance Sheet Form
Budget Form
Chapter Invoice Form
Check Request for Chapter Business
Income & Expense Statement - General
Income & Expense Statement for Chapter Meeting or Event
Procedures for Approving Chapter Invoices (Sample)
Chapter Officer Reimbursement Form for Chapter Business(MS Word Document)
Reimbursement Policy for Chapter Officer Expenses (Sample)

Meeting & Chapter Event Forms

Chapter Event Planning Deadline Timeline
Chapter Meeting Function Sheet Form
Letter to New Member Referencing IADD Chapter Meetings Template
Meeting Agenda Template
Meeting Confirmation Form
Meeting Evaluation Form
Meeting Receipt Form
Meeting Registration Form
Name Badge Instructions & Template (MS Word Document)
Open House or Plant Tour Template
Post Chapter Meeting Evaluation (Internal Use)
Procedures for Approving Chapter Invoices (Sample)
Speaker Information Form
Taking Minutes at a Chapter Business Meeting Template
Tent Card Template (MS Word Document)
Thank You Letter to Chapter Meeting Attendee Template
Tips for Creating an Effective Meeting Registration Form

Miscellaneous Forms

Model Chapter Bylaws

Nominations & Elections Forms

Elections Ballot Form
Nominations Information and Form

Topic Templates

Topic Template #1 - Your Competitor is Not Your Enemy (Sporleder)
Topic Template #2 - Global Learning (Medlock)
Topic Template #3 - IADD Website Promotion (PowerPoint)
Topic Template #4 - Blanking for the 21st Century (Dickison)
Topic Template #5 - Managing Generational Differences (Dr. Lewis Bender)
Topic Template #6 - Recent Trends and Innovations in Dieboards - Program A (Porter)
Topic Template #7 - Recent Trends and Innovations in Dieboards - Program B (Anderson)
Topic Template #8 - Plywood - The BOARD of Choice in the Die Board Industry - Program C (Coffey)
Topic Template #9 - IADD Publications Presentation (Barkin) (PowerPoint)
Script for Topic Template #9 (Word Doc)
Topic Template #10 - Money Left on the Table - The R&D Tax Credit (Schmidt)
Topic Template #11 - Teamwork (Crabtree)
Topic Template #12 - The Best Way to Rubber Dies (West)
Topic Template #13 - HR Basics - What You Need to Know (Dobbeck)

Volunteer Forms

Chapter Volunteer Search Form