Finance
Society Officer Positions and Requirements
Senior
Officers
President
– Elected by society members. Head
of the Council, confers with faculty advisor, co-signs checks. Appoints
Treasurer, Secretary and Web Site Director positions. Prepares and mails or
emails information to current members before the semester begins. Ensures the
return of the office keys to UTA Key Control, handles paperwork for key requests
for oncoming officers. Provides the Finance Department with a membership list.
Holds officers voting for the meeting and activities dates at the beginning of
the semester. Reviews the necessary paperwork for securing meeting rooms for
presentations from the Faculty Advisor. Drafts a letter to The Finance
Department letting them know who the officers are and what activities are
planned for the semester. Develops a strategic plan with the VP of Membership to
increase membership through Class Presentations, Bulletin Boards, Finance
Society Recruitment Table, Display Board, Brochure, Activity Fairs, etc.
Continuously works on the FMA Superior Chapter requirements and communicates
with the Director of Student Programs of the FMA. Completes and submits the
Student Governance Membership Update Form at the beginning of each academic
semester along with the Vice President of Membership and the Faculty Advisor.
Senior Vice President - Elected by
society members. Primary
responsibility is to assist the President. Also advises the membership council.
Appoints Ambassador to Alumni and Ambassador to Business Constituency (BCC)
positions. Arranges and sets up all social events, including but not limited to
Bowling and Billiards, Movie Nights, and Awards Banquet. Make all travel, hotel
and registration arrangements to the FMA Student Leaders' Conference during the
spring semester. Develops and implements fund raising activities including but
not limited to Wall Street Journal promotion, Internet Investment Challenge, and
Bake Sales. Sends donation request and follow-up letters to local businesses.
Vice President of Programs
& Promotions - Elected by society members.
Arranges and coordinates all events. Appoints Publication Director and
Promotions Director Positions. Schedules events with the President. Solicits
company representatives to speak at the Business Meetings with the assistance
from the Faculty Advisor. Reviews confirmation letter(s) and additional
information to future speakers as prepared by the Faculty Advisor. Picks up
garage parking passes for the speaker(s). Sends thank you letters to
representatives who spoke at the Business Meetings. Coordinates all promotion
activities including flyer approval and placement, and invitations to functions
with the assistance of the Faculty Advisor. Coordinates with the Publications
Director that the Resume Book is sent to all companies represented at the
Business Meetings. Must have excellent communication skills.
Vice President of Membership -
Elected by society members. Maintains
a current list of members, accepts and processes applications with assistance
from the Treasurer, coordinates membership activities. Develops and sends
invoices to unpaid members. Appoints all Assistant Membership Officer(s).
Coordinates activities for membership drive including membership table, display
board and display case (on the first floor). Must be proficient in Access, Excel
and MS Word.
Treasurer – Elected by society Members.
Responsible for all banking transactions and financial reporting to the
President and Faculty Advisor. Reports quarterly income statements and balances,
fund raising revenues and deposits. Appoints all Assistant Treasurer(s).
Shops for each bake sale and coordinates with other society members for
assistance, possibly every day to ensure freshness and availability of the
products. Develops sales strategies with companies for items sold during the
bake sale. Maintains a petty cash, reconciles monthly bank statements and issues
checks. Must be proficient in Excel.
Secretary – Appointed by the President. Attends
all meetings (officers, General and business), takes the minutes. Appoints all
Assistant Secretary(s). The
Secretary will also be in charge of informing members about upcoming event by
e-mail, creating all handouts and sign-up sheets for Business Meetings, setting
up the meeting and lunch room and cleaning up afterwards, reserving rooms for
the Business Meetings, helping the Programs and Promotions Director post fliers
inside the
Business
School
. Checks mailbox in the Finance
Department office and recovers messages from the secretaries in the Finance
Department office. Must be available
for Finance Society office hours. Must
be proficient in MS Word and Outlook Express (or other email programs).
Senior
positions usually require day and evening participation. These positions require
a substantial amount of personal time. All Executive Officers will assist with
major events, including and not limited to: speaking to business classes for
recruitment efforts.
Junior Officers
Ambassador
to Alumni & BCC – Appointed by the Senior Vice President.
Appoint all Assistant Ambassador(s).
Keeps in contact with Alumni, helps coordinate Awards Banquet with Senior
Vice President. Develops donation requests to be sent to Alumni. Attends all
Business Constituency Council Meetings and reports information to the Executive
and Junior Officers. Must attend
bi-weekly BCC Meetings.
Promotions Director – Appointed by the
Vice President of Programs and Promotions. Appoints
all Promotions Assistant(s). Develops, creates, and posts fliers for all
events and business meetings. Takes the flyers to be posted to the Student
Governance in the basement of the UC to receive approval. Sets up the conference
room for lunches after all business meetings, decides on the content and
quantity of lunches to be served. Responsible for chalking the sidewalks for all
activities and recruitment efforts. Registers for university events and
communicates them to the UTA Shorthorn.
Publications Director – Appointed by the
Vice president of Promotions and Publications.
Appoints all Publication Assistant(s).
Solicits and accepts member resumes. Must develop a professional resume
book and meet a resume deadline. Coordinates with VP Programs & Promotions
on mailing resume book to high quality companies. Solicits articles, designs and
produces the newsletter. Coordinates publishing with the President and is
responsible for distribution. Must be proficient in MS Word and Publisher.
Updates the tri-fold brochure each semester for recruitment efforts.
Wed Site Director – Appointed by the President.
Appoints all Assistant Web Site Developer(s). Coordinates with the
President and the Faculty advisor on web site development and maintenance.
Updates the web site on a daily basis as needed. Seeks out ways to improve the
web site and adds informational material such as job openings and acquisition of
financial certifications. Knowledge of HTML and FrontPage 2000 and 2003 is
preferred.
Junior
positions will require some personal time to complete tasks and the ability to
meet deadlines.
Freshman Officers
Assistant
Officers –
Appointed by Respective officers. May
also Appoint any Assistant(s) they may require. Primary function is to assist in
the delegation of authority from their respective officer. Seeks out ways to
improve the Society and the quality of other members experiences. Understanding
of resource delegation and pertinent software is preferred but not required.
All
officers are responsible for submitting an additional questionnaire list for any
invited speaker. These questions are to be sent to ??? one week prior to the
date of the presentation.
