Undergraduate Finance Association Budget
FY2013 (July 1 2012 - June 30, 2013)
UFA's goals include providing knowledge of finance for all those interested in learning about financial markets, developing and maintaining a network of alumni and friends in finance and on Wall Street who can share their experiences with students back at Carnegie Mellon, creating simulations and case competitions that allow students to simulate actual events from the finance world, hosting information sessions and speaking engagements relating to the finance industry, and organizing a variety of other campus events relating to our mission.
JFC Rep: Grace Heckmann (checkman)
Summary
| Requested | |
|---|---|
| Expenditures | $4,625.00 |
| Capital | $0.00 |
| Revenue | ($2,500.00) |
| Final | $2,125.00 |
| Recommended | |
|---|---|
| Expenditures | $4,200.00 |
| Capital | $0.00 |
| Revenue | ($3,250.00) |
| Final | $950.00 |
| Final | |
|---|---|
| Expenditures | $4,200.00 |
| Capital | $0.00 |
| Revenue | ($3,250.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $950.00 |
| FY13 Starting Balance | $950.00 |
Income and Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Donations/Contributions (-) | $2,500.00 | $2,500.00 | $2,500.00 |
For Network Manhattan from the Tepper School of Business Undergraduate Department |
| Donations/Contributions (-) | $0.00 | $350.00 | $350.00 |
pay for prof. dinner |
| Membership and Dues (-) | $0.00 | $100.00 | $100.00 |
$5 dues * 20 members |
| Donations/Contributions (-) | $0.00 | $300.00 | $300.00 |
corporate sponsorship for case comp |
| Sub-Total | -$2,500.00 | -$3,250.00 | -$3,250.00 |
Case Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $75.00 | $50.00 | $50.00 |
Advertising for case competitions on campus (flyers, posters, etc.) |
| Refreshments (+) | $500.00 | $500.00 | $500.00 |
Used for purchasing food and drinks for judges/sponsors and participants for four day long events. |
| Periodicals (+) | $150.00 | $150.00 | $150.00 |
Used for purchasing cases from the Harvard Business Review |
| Office Supplies (+) | $100.00 | $100.00 | $100.00 |
Misc. supplies - folders, pens/pencils, nametags, markers, etc. for all contestants/judges |
| Sub-Total | $825.00 | $800.00 | $800.00 |
Professor Dinners
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Meals Domestic (+) | $350.00 | $350.00 | $350.00 |
Used to subsidize the cost of dinner outings with professors for students and completely pay for the professor's meal - 2 per semester |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
Advertising for professor dinner events on campus (flyers, posters, etc.) |
| Sub-Total | $400.00 | $400.00 | $400.00 |
Wall Street Intern Panel
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $150.00 | $75.00 | $75.00 |
refreshments should cover food and drink for 40 - Q&A discussion between students and Wall Street Interns |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
Advertising for Wall Street Intern Panel (flyers, posters, etc.) |
| Other Supplies (+) | $25.00 | $25.00 | $25.00 |
Nametags, water bottles for speakers |
| Sub-Total | $225.00 | $150.00 | $150.00 |
Guest Speaker Events
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $400.00 | $400.00 | $400.00 |
Funding should cover about 6 guest speaker events per year with about 30 students attending each event |
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 |
Advertising for guest speaker events (flyers, posters, etc.) |
| Other Supplies (+) | $50.00 | $50.00 | $50.00 |
Nametags, water bottles for speakers |
| Sub-Total | $550.00 | $500.00 | $500.00 |
General Body Meetings
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $150.00 | $150.00 | $150.00 |
Funding should cover food and drink for 40+ students per GBM - one per semester |
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 |
Advertising for GBM |
| Other Supplies (+) | $25.00 | $0.00 | $0.00 |
Nametags, water bottles for speakers |
| Sub-Total | $275.00 | $200.00 | $200.00 |
Network Manhattan
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Rental-Facilities (+) | $2,000.00 | $2,000.00 | $2,000.00 |
This venue is held in NYC hotel for a networking event between CMU students and alumni in finance - free for all attendees. Open to students and alumni of all majors. |
| Sub-Total | $2,000.00 | $2,000.00 | $2,000.00 |
UFA On-Campus Social Networking Events
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $300.00 | $100.00 | $100.00 |
Members can meet either in general socials or focused meetings with MBAs, Professors, Wall Street Interns |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
Advertising for on-campus networking events |
| Sub-Total | $350.00 | $150.00 | $150.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $75.00 | $50.00 | $50.00 | Advertising for case competitions on campus (flyers, posters, etc.) |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Advertising for professor dinner events on campus (flyers, posters, etc.) |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Advertising for Wall Street Intern Panel (flyers, posters, etc.) |
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 | Advertising for guest speaker events (flyers, posters, etc.) |
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 | Advertising for GBM |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Advertising for on-campus networking events |
| Donations/Contributions (-) | $2,500.00 | $2,500.00 | $2,500.00 | For Network Manhattan from the Tepper School of Business Undergraduate Department |
| Donations/Contributions (-) | $0.00 | $350.00 | $350.00 | |
| Donations/Contributions (-) | $0.00 | $300.00 | $300.00 | |
| Meals Domestic (+) | $350.00 | $350.00 | $350.00 | Used to subsidize the cost of dinner outings with professors for students and completely pay for the professor's meal - 2 per semester |
| Membership and Dues (-) | $0.00 | $100.00 | $100.00 | |
| Office Supplies (+) | $100.00 | $100.00 | $100.00 | Misc. supplies - folders, pens/pencils, nametags, markers, etc. for all contestants/judges |
| Other Supplies (+) | $25.00 | $25.00 | $25.00 | Nametags, water bottles for speakers |
| Other Supplies (+) | $50.00 | $50.00 | $50.00 | Nametags, water bottles for speakers |
| Other Supplies (+) | $25.00 | $0.00 | $0.00 | Nametags, water bottles for speakers |
| Periodicals (+) | $150.00 | $150.00 | $150.00 | Used for purchasing cases from the Harvard Business Review |
| Refreshments (+) | $500.00 | $500.00 | $500.00 | Used for purchasing food and drinks for judges/sponsors and participants for four day long events. |
| Refreshments (+) | $150.00 | $75.00 | $75.00 | refreshments should cover food and drink for 40 - Q&A discussion between students and Wall Street Interns |
| Refreshments (+) | $400.00 | $400.00 | $400.00 | Funding should cover about 6 guest speaker events per year with about 30 students attending each event |
| Refreshments (+) | $150.00 | $150.00 | $150.00 | Funding should cover food and drink for 40+ students per GBM - one per semester |
| Refreshments (+) | $300.00 | $100.00 | $100.00 | Members can meet either in general socials or focused meetings with MBAs, Professors, Wall Street Interns |
| Rental-Facilities (+) | $2,000.00 | $2,000.00 | $2,000.00 | This venue is held in NYC hotel for a networking event between CMU students and alumni in finance - free for all attendees. Open to students and alumni of all majors. |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $425.00 |
| Donations/Contributions | $2,500.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $0.00 |
| Office Supplies | $100.00 |
| Other Supplies | $100.00 |
| Periodicals | $150.00 |
| Refreshments | $1,500.00 |
| Rental-Facilities | $2,000.00 |
| Recommended | |
|---|---|
| Advertising Public Relations | $300.00 |
| Donations/Contributions | $3,150.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $100.00 |
| Office Supplies | $100.00 |
| Other Supplies | $75.00 |
| Periodicals | $150.00 |
| Refreshments | $1,225.00 |
| Rental-Facilities | $2,000.00 |
| Final | |
|---|---|
| Advertising Public Relations | $300.00 |
| Donations/Contributions | $3,150.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $100.00 |
| Office Supplies | $100.00 |
| Other Supplies | $75.00 |
| Periodicals | $150.00 |
| Refreshments | $1,225.00 |
| Rental-Facilities | $2,000.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $4,625.00 |
| Capital | $0.00 |
| Revenue | ($2,500.00) |
| Final | $2,125.00 |
| Recommended | |
|---|---|
| Expenditures | $4,200.00 |
| Capital | $0.00 |
| Revenue | ($3,250.00) |
| Final | $950.00 |
| Final | |
|---|---|
| Expenditures | $4,200.00 |
| Capital | $0.00 |
| Revenue | ($3,250.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $950.00 |
| FY13 Starting Balance | $950.00 |