Executive Board Roles and Responsibilities
Finance Association, College of Business and Economics
membership@csufinance.org
All Board Members:
 Copy President and Vice President for all e-mail communication internally and externally
 Dedicate a minimum of 3 hours per week to table during recruitment (first two weeks)
 Be trained on procedure for collecting membership payments/forms
President
 Build and maintain Alumni Relations
 Communicate with Finance Department
o Portal requests, collaborations, etc.
 Build and maintain relationship with faculty
 Outline non-speaker events for calendar
 Follow up with speakers after events
 Work closely with Finance, Membership, and Activities departments
 Collaborate with other student organizations and Mihaylo Career Services
 Meet with faculty advisors (J. Lim, Clark, Jolley) monthly
 Schedule shifts for recruitment/tabling at the beginning of the semester
Vice President
 Build and maintain Alumni Relations
 Communicate with Finance Department
 Build and maintain relationship with faculty
 Follow up with speakers after events
 Outline non-speaker events for calendar
 Work closely with Communications to attract guest speakers
 Provides Marketing with events to be advertised to members
 Meets with faculty advisors (J. Lim, Clark, Jolley) monthly
VP of Finance
 Monitor inflow/outflow of funds
 Manage Finance Association’s ASI accounts
 Handle check requests/reimbursements and deposits
 Create invoice template as receipt for membership dues (transitioning from paper forms to electronic)
 Work closely with VP of Activities during logistics phase of planning for fundraisers
 Approve any purchase requests made by E-board members
Director of Membership (2)
 Work closely with VP of Finance
 Develop electronic membership application form
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Spearhead recruitment (first two weeks)
Maintain membership database with VP of Finance
o Must be able to table at least 4 hours a week
o Train membership committee for tabling
VP of Communications
 Reach out to employers for speaker events
o Includes communication via e-mail, phone, and office visits
 Maintain relationships with employers
o Follow up with speakers after each event
o Send holiday thank you cards
o Invite to banquet and other FA functions
Director of Corporate Relations
 Work closely with VP of Communications
 Reach out to employers for speaker events (including communication via E-mail, phone, and office
visits)
 Handle the following for speaker events:
o Send parking permit requests to President/Vice President at least 3 weeks prior to event
o Prepare speaker gifts (must receive approval from President and VP of Finance prior to
purchase)
VP of Marketing
 Qualifications: MUST be familiar with WordPress and basic coding, Microsoft Office (PowerPoint and
Excel)
 Redesign and maintain Finance Association website
 Provide updates via Facebook page
o One week before
o Day before
o Morning of event
 Design event flyers (electronic ads and occasional handbills)
o Every speaker event
o Recruitment flyers
o Networking/fundraisers
 Make classroom announcements
Director of Marketing
 Design tri-fold poster for launch week
o Photos of board members, Fall speakers, softball game, etc.)
 Create Eventbrite pages to track attendance for each event
 Capture photos at each event for Facebook and website
 Make classroom announcements
 Work with President to submit portal message requests two weeks prior to event
VP of Activities
 Plan and execute one fundraiser per month
 Create pricing analysis (must be approved by President and VP of Finance prior to execution phase)
 Schedule shifts and oversee committee (on campus fundraising sales)
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Organize alumni networking events (1-2)
Arrange semi-annual alumni/student softball game --> maybe volleyball instead
Schedule brunch on a Saturday or Sunday
Must be available from 3PM – 4PM to pick up catering before meetings (alternate with Director of
Activities)
Director of Activities
 Plan 1-2 philanthropy events for the semester
 Build and oversee committee
 Place order for catering for each event (communicate with BICC Rep)
 Must be available from 3PM – 4PM to pick up catering before meetings (alternate with VP of Activities)
BICC Representative
 Create BICC proposals: select feasible options and verify costs
 Submit requests for BICC to meet required deadlines before events
 Provide weekly updates of other club events