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    • πŸ€‘Finance
      • πŸ’ΈHow to Reimburse in Chrome River
      • πŸ“…General Schedule for Finance
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      • πŸ₯°Karen!!! & Luddy
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  1. Team Resources
  2. Finance

General Schedule for Finance

  • Summer

    • Meet with the exec board a few times o Solidify a theme

    • Have each exec member interpret what the theme means to them

  • August/1st Week September

    • Advertise TED

    • Host Info Sessions

    • Release Application for New Members

    • Note: think about how many members you want on the finance team before you start recruiting

  • 2nd Week September

    • New Member Interviews

    • I can’t remember exactly, but I think sometime around here I submitted a budget to Luddy

  • 3rd Week September

    • Hold All-Staff with New & Old Members

  • 4th Week September/1st Week October

    • Contact OVPR

  • 2nd/3rd Week of October

    • Know how many speakers we’ll have

      • Try not to deviate too far from this initial number

      • It’s easier to adjust for less speakers than more

  • End of October/1st Week November o Submit IUFB Application

    • Submit HHC Application

    • Submit RHA Application

    • Reach out to corporate sponsors (or their campus ambassadors)

  • 2nd–4th Week November

    • Compile list of local businesses you want to reach out to, begin reaching out to them using a "partnership package” document

    • Not really your job, but just so you know, we should (hopefully) be booking hotels and flights in this time

  • 1st Week January

    • Reconnect with local partners, make sure they are happy and you are happy

    • Ditto for corporate sponsors

  • 2nd–4th Week January

    • Maintain these relationships

    • I think Luddy asked for our budget again during this time

  • February

    • Make sure everything is ordered for conference

    • Finish all the BCT paperwork and review all their additional charges

  • Conference Week February

    • Acquire the p-card for multiple days

    • This requires express permission from Karen and Luddy so let them know that you’ll be doing this at least at the beginning of February

  • 1st Week March

    • Collect all the reimbursement information from speakers and get this process started

  • End of April

    • Submit all necessary paperwork to IUFB

    • Submit all necessary paperwork to HHC

    • Note: you will have to email both of these organizations to receive an extension

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Last updated 12 months ago

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