Finance Committee

The Board of Directors on the recommendation of the Finance Director appoints the Committee Chair. The members of the Finance committee are nominated by the Chairperson of the Finance committee and appointed by the Board. The term of office for committee members is three (3) years with members’ appointments staggered to provide continuity.  The Finance Committee reports to the Finance Director.

The Finance Committee reviews, critiques, and makes recommendations for the management of funds and investments of the organisation. The Committee prepares a budget in consultation with the ITAA Finance Administrator for submission at the regular meetings of the Board of Directors. The Finance Committee oversees and coordinates the income and expenditures of the ITAA Sections, and develops long-range financial plans for presentation annually to the Executive Committee. The Finance Committee is responsible for long-range budget projections and management policy for capital assets.

Eric Berne Fund for the Future (EBFF)

In 1983, The Eric Berne Fund for the Future was created by the ITAA Board of Trustees “to establish into perpetuity, funds for the sponsoring of research, the promotion and use of Transactional Analysis, building worldwide unity and supporting professional standards.

  • Grant applicants may be individuals or organisations, both not-for-profit and for-profit (special royalty or profit-sharing agreements may be required from for-profits).
  • Priority is given to proposals which demonstrate an interest in the evaluation of the effectiveness of various applications of transactional analysis theory.
  • Priority is given to those applicants who are current members of the ITAA.
  • The amount of the award is determined by: the total amount of monies available within the Fund per fiscal year, the amount of money already distributed and the specific amount of money requested in each proposal.
  • Funds will not be given for: general operating budgets and administrative expenses; capital or building funds; personal financial assistance.

  • How does the applicant’s program extend communication regarding the use of established principles of transactional analysis to places, persons and institutions that might otherwise be untouched by TA?
  • How does the applicant’s program support research in transactional analysis theory or practices, including clinical, educational and organisational uses?
  • How does the applicant’s program support the development of measurable professional standards or competency for the practitioners of TA in various settings?
  • How does the applicant’s program extend the impact of TA into a new area or build a bridge between transactional analysis and other disciplines?
  • What is the educational or philosophical merit of the applicant’s program?
  • What is unique about the organisation or the applicant’s program?
  • How will ethical, fiscal and administrative responsibility be assured?

While there is no formal grant application form, the following guidelines will be helpful in preparing a document for submission:

  • Precede the main body of the proposal with a cover letter on appropriate letterhead with all demographics, title of the proposal and amount requested.
  • Begin the main body of the proposal with the Title of the Project.
  • List amount seeking with detailed budget.
  • Identify the need or problem that will be met by the actions for which the funds are requested
  • Include a specific statement of program objectives with expected outcomes
  • Identify which population(s) would be included or would benefit.
  • Include a brief timetable for the program.
  • Identify with names, qualifications and experience of persons who would be involved
  • A statement of how and when the success of the program can or will be measured.
  • Identify other people who will be contributing funds.
  • Anything else deemed important to showcase the endeavour.
  • Contact the ITAA Administrator with any questions

Proposals are emailed to the ITAA Operational Administrator. They are reviewed and voted upon by the Fund Committee and presented to the Board of Trustees of the ITAA for approval.  Applicants will be notified within 90 days of the application being received by the ITAA Administrator.

Scholarship Grant Fund

The Scholarship Grant Fund Program was created by the ITAA Board of Trustees to provide training in transactional analysis for members with limited financial means and a commitment to become certified.

  • Training in transactional analysis, including training fees, tuition for ongoing training programs or selected workshops, contract filing and examination fees
  • Attending an ITAA conference, but limited to conference registration fees. Grants are not provided for travel and accommodation expenses
  • Waiver of ITAA dues due to hardship
  • An ITAA committee and/or board need that will benefit a reasonable portion of the membership of the ITAA

Grants are given from accumulated interest only.  A maximum of twenty percent (20%) of the grant fund money may be used for dues and conference fees.

  • Grants are available to any ITAA member in any country. An applicant must have been a member of the ITAA for one year prior to making an application.
  • Candidates for grants must complete applications and demonstrate economic need and the training supervisor must authorize this need in writing.
  • A grant will be considered for anyone demonstrating substantial financial need and/or serving a special population.
  • Funds may not be used for college or university study.

  • Students may apply for grants at any time during the year, but the priority filing deadline is June 1st.
  • The maximum grant to a candidate over a three-year period is $3,600.
  • Upon approval of a grant, monies are allocated at the rate of $600 every six (6) months, for a total of $1,200 per year.

ITAA advanced members serving as supervisors are expected to make economic adjustments in training fees and charges to those in need to supplement the ITAA Scholarship Grant Fund.

  • Applicants for conference monies must apply for their grant at least three (3) months prior to an ITAA conference.
  • No individual can receive grant monies to attend an ITAA conference more than once.

  • The application process for grants involves the completion and return of two forms available from the ITAA Administrator:
    • an Application for Financial Aid form, which includes the ITAA supervisor’s endorsement, the purpose of the grant, and how the grant will be repaid, and
    • an Applicant’s Financial Statement form.
  • The committee reviews grant applications, notifying the individual of approval or disapproval.
  • The applicant is requested to acknowledge receipt of grants, and is expected to file a one-page report on the outcome of his/her training after receipt of the final grant payment.
  • Individuals will inform the ITAA of all address changes.
  • An ITAA Grant Fund staff member will process applications and maintain active correspondence with candidates and recipients.
  • The individual’s supervisor is informed of the grant payment. Prior to the processing of each payment, the supervisor is asked to complete the certification memorandum verifying continuation of training.
  • When a training contract or membership in the ITAA is cancelled, all grant commitments are void.

Every six months the committee or Board chairperson will update the Scholarship Grant Fund on how the monies have been spent.

An ITAA Grant Fund staff member will process applications and maintain active correspondence with the committee or Board chairperson