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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