Positional Training: Finance Zone Kai Doyle-Shannon Rebecka Marcial Olumide Sosan Region I Treasurer Finance Chair Asst. Treasurer

Positional Training: Agenda Introduction Responsibilities Budgeting Conference Planning

Introduction - Region One Treasurer Kai Doyle-Shannon Rising Junior at Hofstra University Why am I here? What’s the most exciting thing I’ve done this Summer?

Introduction - Region One Assistant Treasurer Baba Sosan Rising Senior at Cornell University Why am I here? What’s the most exciting things I’ve done this Summer?

Introductions Name Chapter Class Standing Why are you here? What’s the most exciting thing you’ve done this Summer?

Icebreaker Sentence Starters http://icebreakerideas.com/best-icebreaker-games- adults/#Sentence_Starters

Responsibilities of Treasurer Manage Chapter Finances Develop and maintain the Chapter’s Budget Identify methods to diversify and obtain revenue Oversee the Chapter Finance Zone Conference Arrangements

Responsibilities of Assistant Treasurer Make all travel arrangements for the Regional Executive Board Coordinate Conference Registration Obey Treasurer’s every order and bend to her will

Responsibilities of Finance Chair Maintains and identifies new regional solicitation and fundraising activities for region and chapters Coordinate Regional Career Fair Prepare and distribute Corporate Solicitation Packet, and the Regional Resume Book

Budgeting A budget is a plan expressed in dollar amounts that acts as a road map to carry out an organization’s objectives, strategies, and assumptions… a budget is a guide and cannot be so rigid that it prevents timely action when needed.

Conference Planning

Conference Planning Plan Ahead. Always have a backup plan. Gather as much information on the event and location as possible. Stay in constant communication with chapter members, E-board members and Advisors.

Registration Period (Date/Time) Registration Rates Registration Period (Date/Time) Registration Type Beginning End Pre-Early Bird 29-Aug 9-Sep Early Bird 30-Sep Regular 1-Oct 31-Oct Late/Onsite 1-Nov 20-Nov

Registration Type Pre-Early Bird Early Bird Regular Late/On-site 8/29/2016 9/9/2016 10/1/2016 11/1/2016 Professional/Affiliate Member $61.75 $95.00 $125.00 $165.00 Professional (Chapter Executive Office) $58.50 $90.00 $150.00 Chapter Advisor/Dean/Principal $71.50 $110.00 $120.00 $160.00 Collegiate Chapter Senator $27.63 $42.50 $55.00 $75.00 Collegiate Member/Affiliate (APEx) $45.50 $70.00 Collegiate/Affiliate Members $55.25 $85.00 $110.00 $150.00 Collegiate (Chapter Executive Office) $52.00 $80.00 $100.00 $125.00 Corporate Sponsor Representative $107.25 $165.00 $210.00 $220.00 Lifetime Member $22.75 $60.00 $105.00 National Leadership $0.00 Non-member $100.75 $155.00 $175.00 $200.00 NSBE Jr. APEx Members $42.25 $65.00

Registration Type Pre-Early Bird Early Bird Regular Late/On-site 8/29/2016 9/9/2016 10/1/2016 11/1/2016 NSBE Jr. Member $48.75 $75.00 $100.00 $130.00 PCI Participant (NSBE Jr. Non-Member) $55.25 $85.00 $105.00 $140.00 PCI/NSBE Jr. Chaperone $65.00 $120.00 $165.00 NSBE Jr. (Chapter Executive Office) $45.50 $70.00 $95.00 Regional Leadership $0.00 Speaker/Presenter

ACROSS THE STREET FROM THE HOTEL Convention Center The Conference & Event Center Niagara Falls 101 Old Falls Street, Niagara Falls, NY 14303 ACROSS THE STREET FROM THE HOTEL

300 Third Street Niagara Falls, NY 14303 Hotel Sheraton At The Falls 300 Third Street Niagara Falls, NY 14303

Rooms Double Rooms Sleeps a Maximum of 4 guests

Pricing Cost per Night = $109.00 Taxes & Fees = 16% = $17.44 Total Cost Per Night = $126.44

Amenities FREE Wi-Fi FREE Parking Indoor Pool Fitness Center Arcade Business Center Starbucks :D ATM Cable TV

Getting to Niagara Falls

Travel By Plane: Nearest Airports - Buffalo Niagara International Airport (BUF) & Niagara Falls International Airport (IAG). By Bus: Greyhound & Trailways By Train: Amtrak By Car Rental: Enterprise Car Rental

New England FROM BOSTON TO NIAGARA FALLS NY AMTRAK : Approx. $288.00 ROUND TRIP AS OF 07/17/2016 BUS: Approx. $119.00 ROUND TRIP AS OF 07/17/2016 [GREYHOUND] PLANE: $131.20 ROUND TRIP [BOS to BUF via JetBlue] RENTAL CAR: Approx. $258.38 11/17/2016 to 11/20/2016 [FROM BOS VIA ENTERPRISE]

Metro/LI FROM NYC TO NIAGARA FALLS NY AMTRAK : Approx. $187.00 ROUND TRIP AS OF 07/17/2016 BUS: Approx. $96.00 ROUND TRIP AS OF 07/17/2016 [GREYHOUND] PLANE: $179.20 ROUND TRIP [JFK to BUF via JetBlue] RENTAL CAR: Approx. $376.53 11/17/2016 to 11/20/2016 [FROM JFK VIA ENTERPRISE]

New Jersey FROM NEWARK TO NIAGARA FALLS NY AMTRAK : Approx. $199.00 ROUND TRIP AS OF 07/17/2016 BUS: Approx. $89.00 ROUND TRIP AS OF 07/17/2016 [GREYHOUND] PLANE: $179.20 ROUND TRIP [EWR to BUF via JetBlue] RENTAL CAR: Approx. $251.49 11/17/2016 to 11/20/2016 [FROM EWR VIA ENTERPRISE]

Upstate FROM SYRACUSE TO NIAGARA FALLS NY AMTRAK : Approx. $84.00 ROUND TRIP AS OF 07/17/2016 BUS: Approx. $55.50 ROUND TRIP AS OF 07/17/2016 [GREYHOUND] PLANE: $354.20 ROUND TRIP [SYR to BUF via JetBlue] RENTAL CAR: Approx. $210.39 11/17/2016 to 11/20/2016 [FROM SYR VIA ENTERPRISE]

Canada FROM TORONTO TO NIAGARA FALLS NY AMTRAK : Approx. $70.00 ROUND TRIP AS OF 07/17/2016 BUS: Approx. $41.00 ROUND TRIP AS OF 07/17/2016 [GREYHOUND] PLANE: $381.82 ROUND TRIP [YYZ to BUF via United] RENTAL CAR: Approx. $289.04 11/17/2016 to 11/20/2016 [FROM BOS VIA ENTERPRISE]

Questions

r1treasurer@nsbe.org r1asstreasurer@nsbe.org Kai Doyle-Shannon r1treasurer@nsbe.org Baba Sosan r1asstreasurer@nsbe.org