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

3. Positional Training: Agenda
Introduction
Responsibilities
Budgeting
Conference Planning

4. 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?

5. 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?

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

7. Icebreaker Sentence Starters
adults/#Sentence_Starters

8. 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

9. 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

10. 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

11. 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.

13. Conference Planning

14. 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.

15. 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

16. 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

17. 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

18. 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

19. 300 Third Street Niagara Falls, NY 14303
Hotel
Sheraton At The Falls
300 Third Street Niagara Falls, NY 14303

20. Rooms
Double Rooms
Sleeps a Maximum of 4 guests

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

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

23. Getting to Niagara Falls

24. 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

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

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

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

28. 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: $ ROUND TRIP [SYR to BUF via JetBlue]
RENTAL CAR: Approx. $ /17/2016 to 11/20/2016 [FROM SYR VIA ENTERPRISE]

29. 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: $ ROUND TRIP [YYZ to BUF via United]
RENTAL CAR: Approx. $ /17/2016 to 11/20/2016 [FROM BOS VIA ENTERPRISE]

30. Questions

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