ASEC Winter 2009 Information Package January 12, 2009 Outline 1. Winter Term Calendars 2. Ongoing concerns 3. Outline of core tasks, programs and events 4. Administrative and Financial Information 5. Action Plan and Delegations 6. Other January 2009 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 High School Ambassador program will be ongoing through January 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 LLC Welcome Back Reception @ V1 Great Hall 5-7pm Recommended ASEC Refund Week (can do week before if it works better, but no later) 25 26 27 28 29 30 31 February 2009 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 ASEC FM Tax Clinic Workshop Training (tentative) Session March 2009 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 Tax Clinic usually runs for two days at the end of March. We shall decide on dates together. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 ASEC FM Night @ SCH 6-9 pm 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Last ASEC Meeting (ever!) 30 31 Ongoing Concerns 1. Furniture for New Building – Two Options: 1. Withdraw from the principal and contribute full $60,000 – will guarantee one couch 2. Contribute $20,000 as set aside this term plus any additional surplus and accept proposed layout ACTION REQUIRED: Please vote on this issue in the meeting and let me know what you guys decide on. I will discuss it with the school accordingly. New Initiatives If you know of anyone with a new initiative, please direct them to the Spend-Your-Money campaign instructions! Core Tasks, Programs, and Events (in chronological order) 1. Tips for 1st years with LLC (proposed) 2. Resume critiquing session for CFMs with LLC (proposed by Kieng Iv) 3. ASEC Refunds 4. FM Workshop 5. Tax Clinic 6. FM Night 7. Reach competition 8. UFE Prep Tips for First-Year Students Historically, ASEC runs an informational session in February/March to provide 1B students with Tips on how to succeed in school and with work. The items that are discussed during these sessions are decided on through a survey of the students and what they would like more information about. Upper-year students on campus are invited to speak at the event and share insights. Some past topics that have been discussed include: how to mingle, the co-op experience, making impressions, what to expect from 2nd year courses and profs, etc. ASEC will be running this event independently. LLC has expressed that they will not partner with us for this event. Feel free to change this program as you guys see fit to best accommodate the needs of our students. Are we still going to hold this event? When will this event be? What will this be about? Who will handle this? Resume Critiquing Session for CFMs CFM students are the only group in the School of Accounting and Finance who start their co-op term in their 1B summer. As such, they do not get to enjoy the resume critiquing session provided during the Fall term. To address this situation, Kieng Iv, one of the LLC peer leaders for this semester, has approached ASEC regarding the introduction of a winter term resume critiquing session, tailored mainly for CFM students. At the regular resume critiquing sessions, ASEC recruits people to critique resumes (adopters from the Adopt-A-Coop program and committee members), and organizes drop-in sessions. This would likely be ASEC’s role if it were to run in the winter as well. Kieng will hold this event in conjunction with another Peer Leader, Yuwei Ren. Resume critiques will be held on Thursday January 15 at the V1 Boardroom. Mock interviews will be held 2 weeks later (date TBD). Kieng has said that he will approach upper year CFM students for this event. Matt: Can you help find some upper years? Contact Kieng. ASEC Refunds 1. Refunds must be submitted to UW Finance by JANUARY 26th. I will be coming in on the weekend prior to sign off on them and submit them, so the refund week must take place before then. 2. Requirements for the refund week: at least 5 days long with at least 6 hours/day between the hours of 9 am – 5 pm. Every ASEC member on campus is expected to assist with this task. 3. Amy and Matt are familiar with the procedures, but if anyone has questions, please feel free to e-mail me. Hours need to be finalized and posted on the website as soon as possible. 4. An e-mail indicating that the hours are posted on the website can be sent out to all students (through Carol Treitz/Lynn Graham) once the hours are finalized. Nancy/Chungsoon: Please have everyone sign up for 3-hours worth of ASEC refund hours. Afterwards, send an email to Carol Treitz to have her send emails to all those accountants on campus. Email to Ken Li so he can update the ASEC website. FM Workshop The FM Workshop is designed to give FM students further insight into the different opportunities available in Finance and Management. Emma has already contacted CMA, CFA and CGA to send representatives for this event and they have all confirmed that they are interested. We need to set a date for this event immediately to ensure we have a venue and that booking is manageable. My current suggestion is Tuesday February 24, 2009 – two weeks before FM Night. Please provide feedback on any potential conflicts (midterms) with this date. Kevin McMahon, Business Development Officer of the SAF, has recommended that we try to contact more Finance-related professionals to come, because current FMs are more interested in those opportunities (based on feedback received). I also believe this would benefit the FM students. We will have to identify possible channels we have to reach these types of individuals. We will be inviting the non-public accounting alumni and some faculty as well to share in the experience. Tax Clinic Ian Gutwinski (current iCAO BoA rep and last year’s Tax Clinic rep) is currently discussing the possibility of expanding the Tax Clinic and changing the event up. Thus, I would like to finalize whether or not we will do that with him before providing additional details. The training date has already been booked (see February calendar), and we will need to decide on the actual dates to hold the clinic (typically late March). For the 1st year ASEC members who got the tax clinic manual from me in the Fall, please let the current winter board members review that document as well to get an idea of what needs to be done, and how work is typically delegated. Everyone: Is the date alright for everyone? AFM 102 midterms and 4-th year midterms are on that date. FYI, the training date is very difficult to change. FM Night FM Night will be taking place on Tuesday March 11, 2009 at South Campus Hall from 6– 9pm. The venue has been booked, and employers will be contacted by the school’s Business Development Officer, Kevin McMahon. This is a joint effort between ASEC and the school. Once employers have been contacted, ASEC will take on the logistical role, which will involve: • Designing itinerary for the evening • Deciding on food to be served (typically hors d’oeuvres) • Corresponding with employers to arrange payments and any mail • Promoting to students • Managing the event on the day of In addition, this will be an FM EXCLUSIVE event and will happen on the same night as Winter CA Night (organized by the SAF). As such, I encourage all FM and CFM students on the committee to be involved with this event, and recommend PA/Math/Biotech to help with planning, but not the logistics on the day of, since you will likely need to go to CA Night. Reach Competition This was an idea that Ian proposed at our end-of-Fall-term meeting, and I’d like to give him the opportunity to discuss this further with the committee so you guys can bounce ideas off each other. For the most part it is a reasonably simple concept, and the items I expect you will need to manage include: • Finding/creating trivia questions (both accounting and non-accounting) • Finding buzzers • Booking a venue to hold the event • Promoting the event • Determining a prize (if any) As it was Ian’s idea, I think it is fair for him to lead the event, but to work with one or two others as you guys see fit. Please pass me a summary of your proposed event (addressing all the points as provided and anything else) before starting work on it if you guys decide to go ahead with it so I am aware of the details. Reach Competition Name of event? (Accountants for the Top? Etc.) Only first years? Only SAF students? What type of buzzers/indication device are we going to use? Where can we get them cheap? Where should we do it? (we need somewhere that has a lot of small rooms) When should we do it? How many people do we expect? (Ideally 16 teams of 4 – so 4 teams in 4 round robins) Is it okay just take the rules from “Reach for the Top”? Who wants to organize this with Ian? UFE Prep Myself, Juliana, and Krista will be dealing with this for the time being. If we need on-campus correspondence, we will speak with the team. If you receive any questions about this, feel free to forward them to me. Administrative and Financial 1. All members should update contact information and provide student ID for Donna Sutherland to update list for keys (you will need a $50 post-dated cheque to get a key) 2. Need to finalize reimbursement from ASA for last term’s Dining Etiquette event. If there are any members on the board who are also on ASA, please provide some updates on the situation. If not, I will contact someone. Ian says to wait until new ASA board is formed. 3. Meeting Minutes should be conducted as they have in the past (except now by Chungsoon/Nancy) and e-mailed to the ENTIRE COMMITTEE (including off-campus members) after every meeting. 4. All expenses/reimbursements should go to Jasen, who will provide myself and Juliana with subtotals periodically throughout the term to authorize and payout. 5. Please continue to e-mail website updates to our IT Director, Ken Li, and speak with him if you need anything technical set-up (i.e. online survey). Administrative (cont’d) ASEC buddy system: Buddy Buddy (upper year) (first year) Juliana Lucy, Suneethi Vicky Jasen, Karen Wilbert Nancy, Henry Nilofer Chungsoon Christine Nicholas Ian Howard Action Plan and Delegations EVENT/SERVICE/PROGRAM INDIVIDUAL(S) TASK(S) ASEC Refunds Everyone Sign up for a shift during the refund week FM Workshop Emma Project Lead (already contacted CFA, CMA, and CGA) Nancy Find venue and catering for proposed date Angela Develop itinerary for event Tax Clinic Howard Correspond with Ian to discuss new developments Michelle Correspond with Ian to discuss new developments Suneethi Correspond with Ian to discuss new developments FM Night Jasen Follow up with Kevin McMahon about event Karen Draft contact list, monitor correspondence with companies *ASEC/LLC Tips for 1st Years Henry Correspond with LLC (they’re doing planning this/next week) Lucy Survey students, develop itinerary *ASEC/LLC Resume Critiques Chungsoon Work with Kieng to recruit and organize critiquers George Nicholas Schedule appointments and advertise to 1st years Reach Competition Ian Lead event Meeting Minutes Nancy/Chungsoon E-mail to the committee after meeting Please e-mail me about your specific task if you are unsure about it and we can look at it in more depth. Some are pretty general, others more specific. Also, since not all events are running at the same time, I’d like to ask that you all help each other out on other events, even if you aren’t leading. Other Any issues that were not addressed in this information package can be discussed at the meeting and passed on to me via meeting minutes. If they are too detailed to be clearly communicated through minutes, feel free to fire me a separate e-mail, or give me a call (still keep a record of it in the minutes though). Emergency contact information for Erica: If at any point you guys need to reach me urgently, feel free to contact me at email@example.com or at my cell phone via call/text: (647) 996-1389. For regular e-mails, I will try to respond daily, and if I don’t respond within 48 hours, send me a reminder e-mail!
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