Finance

Arts Endowment Funds Refund Form and AFSA Levy Refund form

The Accounting and Finance Endowment Fund (AFEF), formerly known as the Accounting Endowment Fund (AEF), has and will always be for the betterment of the students of the School of Accounting and Finance (SAF). Starting Fall 2015, AFSA is no longer the organization that is the sole fiduciary of the fund, and is instead managed by the AFEF Board of Directors, who evaluate proposals each term.  Students enrolled in the SAF contribute $20 to the fund for each term they are on campus. Contributions made to the AFEF are fully tax-deductible and tax receipts are issued by the University of Waterloo prior to each tax season through Quest. For those students who do not want to contribute AFEF, refunds are now available for the period Fall 2015 from September 14 - October 2 (midnight) here: https://info.uwaterloo.ca/infofin/students/endowment_refund_form/form.php

Starting Fall 2015, students also contribute $30 to the Accounting & Finance Association fee (previously voted in by referendum by the SAF student body during 2014-15). It should be noted that you are not eligible for conference subsidies should you request a refund. Furthermore, additional restrictions may be added up to the discretion of the AFSA team. If you have any questions or concerns about the AFEF or refunds, please do not hesitate to contact the VP Finance, Ganatheepan Ganeshalingam , at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association in the link below from September 25th - October 9th (midnight). The first step is to state your reasoning for requesting a refund and the second step is to provide your information as well as confirm your acknowledgement of the consequences of the refund.

https://docs.google.com/a/uwafsa.ca/forms/d/1n-6fFJT5nz6TmQh_XtdZMo7hJ6PXMGkIUWrVfJf58Mg/formResponse

Finance Workshop with Steve Balaban

Are you interested in a career in finance? Not sure what area of finance you want to pursue?

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Come out and hear from Steve Balaban, Founder and Chief Investment Officer at Mink Capital, who will share his insight on pursuing a career in private equity. Joining Steve will be two current SAF students that have had co-op experiences in private equity. Mink Capital is a private equity group focused on acquiring small-to-medium sized companies with strong cash flows. He is an inspiring speaker on the subjects of private equity and entrepreneurship, and serves as a member of the CFA Private Client Committee and the CFA Mentorship Committee.

For a full bio of Mr. Balaban and to register for this event, please sign up here: https://ticketfi.com/event/335/pursue-a-career-in-private-equity

Date: Tuesday, July 14th Time: 5:30pm-6:30pm Location: HH1102 Dress Code: Casual *This workshop is open to all SAF students.

AFSA Reimbursements Deadline - Wednesday, November 26th

The final deadline for receipts for this term is Wednesday November 26th. Receipts handed in after Wednesday will be reimbursed next term.Original receipts must be submitted. Please bring photo ID. The schedule for cheque reimbursements:

Tuesday - up until 2:30 Wednesday - 1 to 3 Thursday 11 to 2 Friday 11 to 3

Please note that reimbursements will be made up to a certain amount this year depending on the balance of the budget.

AFSA External Sponsorships - Clubs, Conferences, & other Student Groups

AFSA will be taking External Sponsorship proposals for the Fall 2014 term until Saturday, November 1st at 11:59PM. Please find the form and instructions here.

Any questions can be directed to Janet Hong, Vice President, Finance via j.hong@uwafsa.ca or Zac Hogg, Vice President, External Relations, via z.hogg@uwafsa.ca.

AFEF Refunds

Refunds for contributions to the Accounting and Finance Endowment Fund (AFEF) for Fall 2013 are available until September 27 (midnight). Refund requests will not be accepted in any other format or timeframe. Please see the Financial Information page for details on how the AFEF benefits students in the School of Accounting and Finance and the link to the online refund page. However per our policy, students will not be considered for any AFSA subsidies if they elect for an endowment fund refund. Furthermore, additional restrictions may be added up to the discretion of the AFSA team. Click here for more information.

SAF Investment Fund: Front Office Finance Information Session and Student Panel Discussion

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Have you ever wondered how the SAF Investment Fund works, what benefits it affords students, and how to apply? Are you interested in front office finance? Have you ever wanted to talk to students that have secured co-op job in investment banking or investment management?

Are you curious about how students that have secured front office jobs developed their knowledge and skillset? Do you want to know how these students crafted specialized resumes and prepared for intense interviews?

Join SAF Investment Fund Analysts and Portfolio Managers on Thursday, July 24 from 4:00pm – 6:00 in HH2107 to address these important issues.