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
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.
A. Working towards balance in how we think and feel about money and how we handle
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.
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.
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
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.
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