Student Orgs

Gustavus Finance Club

Student Organization Name
Gustavus Finance Club
Academic / Honorary
Statement Of Purpose/ Mission
A. To nurture the financial wellbeing of individual members of the College. B. To provide a learn-by-doing educational experience that prepares students for a career in finance. C. To provide outreach from GAC students to the financial community
Statement of Mission The Gustavus Finance Club was formed as a non-profit organization to promote financial wellbeing on campus and assist Gustavus students to achieve their financial goals. The mission of the club is to enhance student learning and engagement in finance, in addition to assist them in taking care of their personal financial wellness in such a manner that enables them to be prepared to handle any financial challenges that may arise. 1. Gustavus Financial Wellbeing Mission: Provide satisfaction with current and future financial situations by assisting individual members of Gustavus achieving personal economic stability and growth. Objectives: A. Working towards balance in how we think and feel about money and how we handle money. B. Having an understanding of our financial situation. C. Caring for finances so that we can handle financial changes. D. Maintaining balance includes being comfortable with where money comes from and where it's going. President Gustavus Finance Club Process: Coaching individual members of Gustavus learn to manage their money effectively and make wise financial decisions. Resources and Activities: A. Financial Education Provide financial tools and resources that will assist individuals in making informed financial decisions that will ultimately secure their personal financial position. B. Financial Outreach Provide one-on-one and small group coaching on selected financial topics to class, residence halls, student organizations, and etc. C. Financial Presentations Organize presentations or workshops on selected financial topics, such as personal budgeting, stock market investment, loan amortization, etc. 2. Membership There shall be two classes of members: active and prospective. A prospective member must be a student, staff, or faculty of Gustavus Adolphus College. Active partners must be currently enrolled GAC students. Active members shall participate in the management and conduct of affairs of the club. All members must be at least 18 years of age. 3. Officers The officers of the Gustavus Financial Coaching Circle must be active members and shall consist of the following: A. Managing Counselors: The primary function of the Executive Board of Managing Counselors is to govern. The Executive Board shall also be the policy making body of the club. The board will continuously observe activities of the club to endure adherence to approved policies. It is responsible for setting immediate goals for the current year and long-range goals for future achievement. Managing Counselors are designated by members and represent the members to execute the duties of the Board. B. President: The duties of the President are to set meeting dates and locations, appoint committees for education outreach and financial presentation, preside over meetings and see that resolutions passed by the members are carried out. In the absence of the President, the Vice-President may carry out the duties of this position. In the absence of both the President and the Vice-President, any other officer as directed by the Executive Board of Managing Counselors may perform the duties of the President. C. Vice-President: The duties of the Vice-President are to coordinate the presentation of an educational topic at the regular meeting as well as assist the President’s supervision of arranging education outreach and financial presentation. This may be done by appointment of committee by the Vice-President or by any other means seen fit by the VP. The VP also serves in a backup capacity to the President. D. Chief Marketing Officer (CMO): The duties of CMO are to coordinate the production of public relations, media, creative, promotions and advertising. CMO ensures the message set by the club is distributed across channels and to targeted audiences in order to meet set objectives. E. Chief Financial Officer (CFO): The duties of CFO are to keep a record of the club’s receipts and disbursements and members’ interests in the club. CFO will provide members with a receipt for payments upon request, prepare the club’s monthly financial statements and other reports as indicated in this agreement or required by the partnership, undertake such other duties and activities as are incident to the office of CFO, and perform such other duties as may be assigned from time to time by the Managing Counselors. F. Chief Information Officer (CIO): The duties of CIO are to search, collect, and maintain information for financial education and keep a record of the actions authorized by the members, notify members of meetings, undertake such other duties and activities as are incident to the office of secretary, and perform such other duties as may by assigned from time to time by the Managing Counselors. 4. Managers A. Financial Wellbeing Chair: The duties of the Financial Wellbeing Chair are to promote and uphold the financial component of the Gustavus Wellbeing Initiative. This Chair coordinates student presentations as well as the career events for the club. B. Risk Manager: The duties of the Risk Manager are to be aware of the risks of the group’s endeavors, and to steer the group away from potentially risky activities. 5. Attendance and Participation All active and prospective members are expected to attend the bi-monthly meeting of the coaching circle on the predetermined date and time as agreed upon by the members. The secretary will take attendance at all meetings. Absences will be tolerated given that they are valid and approved by the members. An absence of three (3) successive meetings or six (6) total meetings without permission of the active partners within a calendar year will result in a re-classification of the active member to prospective status. 6. Current Officers and Members. Managing Counselors: Joe Poblocki ’14, Thi Hoang ’15, Andrew Vold ’14, President: Andrew Oakes ‘14 Vice President: Gavin Kulick ‘15 Project Manager: Mitch Nelson ‘14 Chief Information Officer (CIO): David J Blomker ‘14 Chief Marketing Officer (CMO): Callyn Woodley ‘15 Chief Financial Officer (CFO): Sabrina Vleck ’15 Perspective New Members: Carl Neumann ‘16, Courtney Branch ’16, Hayden Goldstien ’15, Jacob Voss ’14, Sami Showalter ’15, Tyler Gustafson ‘15
Application Type
RoleOrganization TitleFull NameE-mail
PresidentCourtney Branch
Vice PresidentBen Miller
SecretaryThao Tiffany
TreasurerHaiyun Liang
Risk ManagerProject ManagerMata Agre
Risk ManagerManaging CounselorCarl Neumann
Risk ManagerManaging CounselorDerek Schmitz

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