Undergraduate Finance Association Budget
FY2012 (July 1 2011 - June 30, 2012)
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:
Summary
| Requested | |
|---|---|
| Expenditures | $4,575.00 |
| Capital | $0.00 |
| Revenue | ($2,500.00) |
| Final | $2,075.00 |
| Recommended | |
|---|---|
| Expenditures | $4,525.00 |
| Capital | $0.00 |
| Revenue | ($3,350.00) |
| Final | $1,175.00 |
| Final | |
|---|---|
| Expenditures | $4,525.00 |
| Capital | $0.00 |
| Revenue | ($3,350.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $1,175.00 |
| FY12 Starting Balance | $1,175.00 |
Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Membership and Dues (-) | $100.00 | $100.00 | $100.00 |
$5 dues - estimate based on past years dues |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 |
Misc. funding from Tepper for refreshments, etc. |
| Donations/Contributions (-) | $1,500.00 | $2,000.00 | $2,000.00 |
Funding from Tepper specifically for Network Manhattan, cannot be used towards any other line items in budget besides Network Manhattan Exclusive event, not in Pittsburgh |
| Donations/Contributions (-) | $300.00 | $300.00 | $300.00 |
Case Competition Funding - past sponsors include PNC and BAML |
| Other Sales (-) | $200.00 | $200.00 | $200.00 |
Estimated Revenue from T-shirt sale - $10 t-shirts |
| Donations/Contributions (-) | $0.00 | $350.00 | $350.00 |
Professor Dinner |
| Sub-Total | -$2,500.00 | -$3,350.00 | -$3,350.00 |
Case Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $75.00 | $75.00 | $75.00 |
Advertising for case competitions on campus (flyers, posters, etc.) |
| Refreshments (+) | $500.00 | $500.00 | $500.00 |
Used for purcashing food and drinks for judges/sponsors and participants for two daylong 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 | $825.00 | $825.00 |
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 - about 2 per semester We ask that this be covered b/c it's personal |
| Advertising Public Relations (+) | $50.00 | $0.00 | $0.00 |
Advertising for professor dinner events on campus (flyers, posters, etc.) |
| Sub-Total | $400.00 | $350.00 | $350.00 |
Wall Street Intern Panel
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $100.00 | $100.00 | $100.00 |
refreshments should cover food and drink for 20 - 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 | $175.00 | $175.00 | $175.00 |
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 | $100.00 | $100.00 |
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 | $550.00 | $550.00 |
General Body Meetings
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $200.00 | $200.00 | $200.00 |
Funding should cover food and drink for 40+ students per GBM - one per semester |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
Advertising for GBM |
| Office Supplies (+) | $25.00 | $25.00 | $25.00 |
Nametags, pens/markers |
| Sub-Total | $275.00 | $275.00 | $275.00 |
Network Manhattan
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Rental-Facilities (+) | $2,000.00 | $2,000.00 | $2,000.00 |
Seperate from Tepper Funding - This venue is held in NY for a networking event between 一本道无码 students and alumni in finance - free for all attendees |
| 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 | $300.00 | $300.00 |
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 | $350.00 | $350.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $75.00 | $75.00 | $75.00 | Advertising for case competitions on campus (flyers, posters, etc.) |
| Advertising Public Relations (+) | $50.00 | $0.00 | $0.00 | 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 | $100.00 | $100.00 | Advertising for guest speaker events (flyers, posters, etc.) |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Advertising for GBM |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Advertising for on-campus networking events |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 | Misc. funding from Tepper for refreshments, etc. |
| Donations/Contributions (-) | $1,500.00 | $2,000.00 | $2,000.00 | Funding from Tepper specifically for Network Manhattan, cannot be used towards any other line items in budget besides Network Manhattan |
| Donations/Contributions (-) | $300.00 | $300.00 | $300.00 | Case Competition Funding - past sponsors include PNC and BAML |
| Donations/Contributions (-) | $0.00 | $350.00 | $350.00 | Professor Dinner |
| 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 - about 2 per semester |
| Membership and Dues (-) | $100.00 | $100.00 | $100.00 | $5 dues - estimate based on past years dues |
| Office Supplies (+) | $100.00 | $100.00 | $100.00 | Misc. supplies - folders, pens/pencils, nametags, markers, etc. for all contestants/judges |
| Office Supplies (+) | $25.00 | $25.00 | $25.00 | Nametags, pens/markers |
| Other Sales (-) | $200.00 | $200.00 | $200.00 | Estimated Revenue from T-shirt sale - $10 t-shirts |
| 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 |
| 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 purcashing food and drinks for judges/sponsors and participants for two daylong events |
| Refreshments (+) | $100.00 | $100.00 | $100.00 | refreshments should cover food and drink for 20 - 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 (+) | $200.00 | $200.00 | $200.00 | Funding should cover food and drink for 40+ students per GBM - one per semester |
| Refreshments (+) | $300.00 | $300.00 | $300.00 | 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 | Seperate from Tepper Funding - This venue is held in NY for a networking event between 一本道无码 students and alumni in finance - free for all attendees |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $375.00 |
| Donations/Contributions | $2,200.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $100.00 |
| Office Supplies | $125.00 |
| Other Sales | $200.00 |
| Other Supplies | $75.00 |
| Periodicals | $150.00 |
| Refreshments | $1,500.00 |
| Rental-Facilities | $2,000.00 |
| Recommended | |
|---|---|
| Advertising Public Relations | $325.00 |
| Donations/Contributions | $3,050.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $100.00 |
| Office Supplies | $125.00 |
| Other Sales | $200.00 |
| Other Supplies | $75.00 |
| Periodicals | $150.00 |
| Refreshments | $1,500.00 |
| Rental-Facilities | $2,000.00 |
| Final | |
|---|---|
| Advertising Public Relations | $325.00 |
| Donations/Contributions | $3,050.00 |
| Meals Domestic | $350.00 |
| Membership and Dues | $100.00 |
| Office Supplies | $125.00 |
| Other Sales | $200.00 |
| Other Supplies | $75.00 |
| Periodicals | $150.00 |
| Refreshments | $1,500.00 |
| Rental-Facilities | $2,000.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $4,575.00 |
| Capital | $0.00 |
| Revenue | ($2,500.00) |
| Final | $2,075.00 |
| Recommended | |
|---|---|
| Expenditures | $4,525.00 |
| Capital | $0.00 |
| Revenue | ($3,350.00) |
| Final | $1,175.00 |
| Final | |
|---|---|
| Expenditures | $4,525.00 |
| Capital | $0.00 |
| Revenue | ($3,350.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $1,175.00 |
| FY12 Starting Balance | $1,175.00 |