The Finance & Investment Society



PRESIDENT:

• Requires approximately 16 hours commitment each week.
• The President is responsible for planning, organizing and overseeing all society club business.
• Ability to delegate responsibilities and authority to the other officers and members.
• Govern all FIS weekly meetings and attend any meetings which require a FIS representative, such as weekly ABSC Presidents Meetings.
• Must have the ability to motivate all officers and members, encouraging student involvement in all organizational events.
• Maintain internal stability and good will among officers and members.
• Keep and maintain the good reputation of FIS with all external entities by acting in a professional manner at all times.
• Oversee the scheduling and confirmation of FIS guest speakers.
• Secure weekly meeting facility.
• Ability to speak in front of large groups of people.
• Maintains communication between FIS and faculty advisor Dr. Haddad.
• Signer on the FIS checking account.



PRESIDENT ELECT:

• Requires approximately 6-10 hours of commitment each week.
• President the following semester.
• Act as President if/when necessary.
• Shadow and assist current President as well as FIS officers will all responsibilities.
• Assist with conducting elections.
• ABSC Representative for FIS.
• Create student internship list and distribute to interested members; encourage members to use campus resume center and workshops.
• Assist with fundraising efforts.
• Assist President (when needed) with maintaining communication between FIS and faculty advisor Dr. Haddad.



VP PROFESSIONAL & BUSINESS AFFAIRS:

• Requires at least 6 hours of commitment each week.
• Responsible for planning the professional speaker program. To include; contacting speakers, scheduling events and maintain speaker contact list.
• Must work closely with VP of Marketing to ensure proper advertisement of weekly meetings. All meetings must be finalized more than a week in advance in order to be published in marketing materials and weekly newsletters.
• Responsible for the introduction of ALL speakers, the presentation of speaker gifts and sending “thank you’ notes to all speakers no later than one day after the meeting.
• Plans company tours
• Ensures all meetings are conducted in a smooth and professional manner.
• Assist President with society duties to include planning events, end of year banquet, alumni and election night.



VP FINANCE:

• Requires approximately 6 hours of commitment each week.
• Responsible for obtaining funds and reimbursements through ABSC.
• Responsible for the accounting of FIS cash receipts and the management of FIS expenditures.
• Must maintain a cash basis accounting system, pay invoices, reimburse officers, make all FIS bank deposits, and receipt record-keeping.
• Facilitates and collects membership dues.
• Signer on FIS checking account and co-approver on all expenses.
• Maintain and distribute FIS budget to officers and advisor on a monthly basis.
• Responsible for facilitating and maintaining the stock simulation game.
• Provide banquet awards.
• Assist President with society duties.



VP MARKETING & PROMOTIONS:

• Requires approximately 6 hours of commitment each week.
• In charge of publicizing ALL FIS events.
• Responsible for obtaining new FIS banner for use at various events.
• Create flyers to market all events and recruit new members.
• Post flyers around campus WEEKLY for each meeting and/or social activity. Flyers should be posted at least one week in advance of the next meeting.
• If possible, announce upcoming events in the “This Week” section of the Daily Aztec. Communicate with Daily Aztec to place ads in paper.
• Design and maintain the FIS website.
• Assists and sets up book stuffing at the beginning of the semester at the Aztec bookstore.



VP EXTERNAL (SOCIAL) AFFAIRS:

• Requires approximately 6 hours of commitment each week.
• Plan a minimum of one social event per month.
• Plan year end banquet with other officers and member committee.
• Help to increase networking among members.
• Motivate members to get involved with FIS activities.Assist VP Fundraising to ensure food & beverage is provided weekly.
• Maintain a digital and written account of FIS events throughout the semester. Create a “scrapbook” for the upcoming semester.
• Plan one community service event per month.



VP OPERATIONS:

• Requires approximately 6-10 hours of commitment each week.
• Organize fundraising events and motivate members to become involved in fundraising efforts.
• Responsible for obtaining outside sponsorship. Sell ad space for t-shirts and flyers to local businesses.
• Responsible for providing a variety of food (and water bottles) at weekly FIS meetings.



VP MEMBERSHIP:

• Requires approximately 6 hours of commitment each week.
• Distribute weekly E-newsletter to members.
• Responsible for gathering all information from other officers in order to keep the website calendar updated in a timely manner.
• Responsible for recording and distributing weekly officer meeting minutes.
• Present awards at annual banquet.
• Recruit members to join FIS at the beginning of the semester.
• Keep accurate and easily accessible list of member contact information.
• Monitor member participation by keeping up to date attendance system.
• Attempts to discover member needs and wants and relays those to officers.
• Collect and accurately record membership dues.