Undergraduate Finance Association Budget
FY2015 (July 1, 2014 - June 30, 2015)
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: Divya Krishnan (divyak)
Summary
| Requested |
| Expenditures |
$822.88 |
| Capital |
$0.00 |
| Revenue |
($0.00) |
| Final |
$822.88 |
| Recommended |
| Expenditures |
$715.00 |
| Capital |
$0.00 |
| Revenue |
($70.00) |
| Final |
$645.00 |
| Final |
| Expenditures |
$715.00 |
| Capital |
$0.00 |
| Revenue |
($70.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$645.00 |
| FY15 Starting Balance |
$645.00 |
Professor Dinner
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for Events (+) |
$350.00 |
$350.00 |
$350.00 |
Once per semester (twice per year), UFA sets up a catered dinner with a CMU professor teaching a course related to finance allowing 15-20 students from UFA to network and learn about the financial industry.
|
| Revenue-Donations/Other Income (-) |
$0.00 |
$70.00 |
$70.00 |
Currently, this org brings in no revenue. The JFC expects all orgs receiving a JFC subsidy to fundraise to fiscally support their org's initatives. In addition, the JFC will fund $100 per semester for food for rush/recruitment, $200 per semester for food at events, $5 per person per semester for food for general body meetings, and $15 per person per event for food at a cultural event, at a cap to 2 events.
|
| Sub-Total |
$350.00 |
$280.00 |
$280.00 |
|
Guest Speaker Series
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for Events (+) |
$120.00 |
$120.00 |
$120.00 |
Refreshments for ~30-35 attendees per lecture
|
| Ops-Advertising and Publicity (+) |
$30.00 |
$30.00 |
$30.00 |
Posters and flyers to promote lecture series to student body twice a year.
|
| Sub-Total |
$150.00 |
$150.00 |
$150.00 |
|
BNY Mellon 'Art of Networking'
| Object Code |
Requested |
Recommended |
Final |
Description |
| Ops-Advertising and Publicity (+) |
$15.00 |
$15.00 |
$15.00 |
Posters and flyers to promote lecture series to student body.
|
| Sub-Total |
$15.00 |
$15.00 |
$15.00 |
|
Wall Street 101
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for General Body Meetings (+) |
$100.00 |
$100.00 |
$100.00 |
Very light refreshments for 15-20 attendees per event. We hold these events about once every 2 weeks.
Changed o-code to Refreshments for General Body Meetings to accurately reflect nature of line item (the frequency of these events, and the nature of their attendance makes them more akin to GBMs than merely org events.)
|
| Sub-Total |
$100.00 |
$100.00 |
$100.00 |
|
Fall GBM
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for General Body Meetings (+) |
$75.00 |
$75.00 |
$75.00 |
Refreshments for ~35 students. We traditionally order ~5 pizzas and drinks.
Changed o-code to Refreshments for General Body Meetings to accurately reflect nature of line item.
|
| Ops-Advertising and Publicity (+) |
$25.00 |
$25.00 |
$25.00 |
Posters and flyers to promote lecture series to student body.
|
| Sub-Total |
$100.00 |
$100.00 |
$100.00 |
|
UFA Website
| Object Code |
Requested |
Recommended |
Final |
Description |
| Ops-Operational Computing Expenses (+) |
$107.88 |
$0.00 |
$0.00 |
This was the exact cost last year to host cmufinanceclub.com
Go to computer club. They will host your website for free.
|
| Sub-Total |
$107.88 |
$0.00 |
$0.00 |
|
By Object Code
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for Events (+) |
$120.00 |
$120.00 |
$120.00 |
Refreshments for ~30-35 attendees per lecture |
| Food-Refreshments for Events (+) |
$350.00 |
$350.00 |
$350.00 |
Once per semester (twice per year), UFA sets up a catered dinner with a CMU professor teaching a course related to finance allowing 15-20 students from UFA to network and learn about the financial industry. |
| Food-Refreshments for General Body Meetings (+) |
$75.00 |
$75.00 |
$75.00 |
Refreshments for ~35 students. We traditionally order ~5 pizzas and drinks. |
| Food-Refreshments for General Body Meetings (+) |
$100.00 |
$100.00 |
$100.00 |
Very light refreshments for 15-20 attendees per event. We hold these events about once every 2 weeks. |
| Ops-Advertising and Publicity (+) |
$25.00 |
$25.00 |
$25.00 |
Posters and flyers to promote lecture series to student body. |
| Ops-Advertising and Publicity (+) |
$15.00 |
$15.00 |
$15.00 |
Posters and flyers to promote lecture series to student body. |
| Ops-Advertising and Publicity (+) |
$30.00 |
$30.00 |
$30.00 |
Posters and flyers to promote lecture series to student body twice a year. |
| Ops-Operational Computing Expenses (+) |
$107.88 |
$0.00 |
$0.00 |
This was the exact cost last year to host cmufinanceclub.com |
| Revenue-Donations/Other Income (-) |
$0.00 |
$70.00 |
$70.00 |
|
By Ocode
| Requested |
| Food-Refreshments for Events |
$470.00 |
| Food-Refreshments for General Body Meetings |
$175.00 |
| Ops-Advertising and Publicity |
$70.00 |
| Ops-Operational Computing Expenses |
$107.88 |
| Revenue-Donations/Other Income |
$0.00 |
| Recommended |
| Food-Refreshments for Events |
$470.00 |
| Food-Refreshments for General Body Meetings |
$175.00 |
| Ops-Advertising and Publicity |
$70.00 |
| Ops-Operational Computing Expenses |
$0.00 |
| Revenue-Donations/Other Income |
$70.00 |
| Final |
| Food-Refreshments for Events |
$470.00 |
| Food-Refreshments for General Body Meetings |
$175.00 |
| Ops-Advertising and Publicity |
$70.00 |
| Ops-Operational Computing Expenses |
$0.00 |
| Revenue-Donations/Other Income |
$70.00 |
Summary
| Requested |
| Expenditures |
$822.88 |
| Capital |
$0.00 |
| Revenue |
($0.00) |
| Final |
$822.88 |
| Recommended |
| Expenditures |
$715.00 |
| Capital |
$0.00 |
| Revenue |
($70.00) |
| Final |
$645.00 |
| Final |
| Expenditures |
$715.00 |
| Capital |
$0.00 |
| Revenue |
($70.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$645.00 |
| FY15 Starting Balance |
$645.00 |
