Winter 2019 AFEF Endowment Fund and AFSA Levy Fund

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). 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 of Winter 2019: https://uwaterloo.ca/forms/finance/endowment_request 

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, Cedric Leung, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here from January 9th – January 25th (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. Note that you cannot participate in any AFSA events or services, including the conference programs, if you have opted out of the fee. (AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference’s registration fees.)

Grad Ball 2018 Organizing Committee Applications

Like event planning or seeing your amazing ideas come to life? Want your Grad Ball to be the best one yet? If yes, look no further because the Grad Ball Organizing Committee is looking for you!

If this is something that interests you, use the link below to apply and make sure you get your applications in before September 15th!

Apply now at: https://goo.gl/forms/hbvspVTDtw6zhL3o1
*Applications are due Saturday, September 15 at 11:59pm!

AFSA By-Election Information

AFSA 2018 By-Elections

The AFSA election process has now begun!

WHAT ARE THE DIFFERENT POSITIONS I CAN RUN FOR?

There are 2 seats remaining on the AFSA Board of Directors . For a complete description of roles and responsibilities, refer to http://www.uwafsa.ca/executive-and-bod.

WHEN ARE THE DEADLINES?

Sat June 16th – Deadline to submit applications @11:59pm
Sun June 17th – Candidates vetted and announced
Mon June 18th – Campaigning begins
Sun June 24th – Campaigning ends @11:59pm
Mon June 25th – Voting begins at 8:00 am and ends at 11:59 midnight*
Tues June 26th – Results announced

Please note that the voting period for these by-elections will be held on one day only.

WHAT IS THE BY-ELECTIONS PROCESS?

1.       Anyone enrolled in the School of Accounting and Finance (AFM, Math-CPA, Bio-CPA, and CFM) for September 2018 in 2A and up are eligible to run! The only exception is for the position of President, where the student must also expect to be on campus for his/her study term for at least 8 months that year. Candidates who applied in the general election are welcome to apply again in the by-election.

2.      The elections process formally starts with the submission an application for the position you wish to run for (one position per person), the links for which can be found below.

3.      Once applications are approved by the elections committee (you will receive an email along with further rules and regulations), the campaign period begins. During the campaign period, candidates can promote their platform (online only) and SAF students can participate through the elections forum (http://safstudentvote.freeforums.net/).

4.      Once the campaign period ends, voting will begin. During this period, all SAF students (including MAcc) can vote (or abstain from voting, i.e. not vote for any candidate) for all positions as well as any referendums. The vote will be anonymous and held online (the link will be provided at a later date through uwafsa.ca and AFSA’s Facebook page).

5.      Subsequently, the votes will be tallied and the successful candidates will be contacted through email while the final results will be announced on www.uwafsa.ca.

6.      If there are still positions open after the by-elections, the remaining executives will be appointed by the current Board of Directors.

Direct Link to the AFSA BOD Application Form:

AFSA BOD application: https://goo.gl/forms/K3guQ1BXNtGWV7nz1

 If you have any questions, please feel free to reach out to the Elections Committee at elections@uwafsa.ca  

AFSA 2018 Elections

The AFSA election process has now begun!

WHAT ARE THE DIFFERENT POSITIONS I CAN RUN FOR?

There are various elected positions on the AFSA executive team, AFSA Board of Directors and AFEF Board of Directors. For a complete description of roles and responsibilities, refer to http://www.uwafsa.ca/executive-and-bod.

WHEN ARE THE DEADLINES?

Sat May 19th – Deadline to submit applications @11:59pm
Sun May 20th – Candidates vetted and announced
Mon May 21sth – Campaigning begins
Sun May 27th – Campaigning ends @11:59pm
Mon May 28th – Voting begins
Wed May 30th – Voting Ends @11:59pm
Thurs May 31st – Results announced

WHAT IS THE ELECTIONS PROCESS?

1.       Anyone enrolled in the School of Accounting and Finance (AFM, Math-CPA, Bio-CPA, and CFM) for September 2018 in 2A and up are eligible to run! The only exception is for the position of President, where the student must also expect to be on campus for his/her study term for at least 8 months that year.

2.      The Communication and Corporate Relations committee will be merged into Marketing and External respectively. These 2 committees will have 2 Co-Vice Presidents for the upcoming year for transition purposes.

3.      The elections process formally starts with the submission an application for the position you wish to run for (one position per person), the links for which can be found below.

4.      Once applications are approved by the elections committee (you will receive an email along with further rules and regulations), the campaign period begins. During the campaign period, candidates can promote their platform (online only) and SAF students can participate through the elections forum (http://safstudentvote.freeforums.net/).

5.      Once the campaign period ends, voting will begin. During this period, all SAF students (including MAcc) can vote (or abstain from voting, i.e. not vote for any candidate) for all positions as well as any referendums. The vote will be anonymous and held online (the link will be provided at a later date through uwafsa.ca and AFSA’s Facebook page).

6.      Subsequently, the votes will be tallied and the successful candidates will be contacted through email while the final results will be announced on www.uwafsa.ca.

7.      If there are still positions open after the by-elections, the remaining executives will be appointed by the current Board of Directors.

Direct Link to the AFSA BOD Application Form:

AFSA Executive application: https://goo.gl/forms/Ev6We058y6zPTIC02

AFSA BOD application: https://goo.gl/forms/cMgXT3ogex9ylOk82

AFEF BOD application: https://goo.gl/forms/w3EyFcfif3iQtcUj2

 If you have any questions, please feel free to reach out to the Elections Committee at elections@uwafsa.ca  

Spring 2018 AFEF Endowment Fund and AFSA Levy Refund

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). 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 of Spring 2018: https://uwaterloo.ca/forms/finance/endowment_request

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 Deputy VP Finance, Claudia Voin, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here requesting a refund and the second step is to provide your information as well as confirm your acknowledgement of the consequences of the refund. Note that you cannot participate in any AFSA events or services, including the conference programs or social events if you have opted out of the fee. (AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference’s registration fees.)

Winter 2018 AFSA Committee Applications

Get involved in SAF by joining the AFSA family! You may apply to a MAXIMUM of 3 committees of your choice! 

Fill out the respective forms for the committee you are applying to. Please include all attachments that are required as well.

If you have any questions or concerns, please email the Vice President listed in the chosen typeform.

Admin &KM: https://afsapp.typeform.com/to/bs67qe
Communications: https://afsapp.typeform.com/to/tWNSy5
Corporate Relations: https://afsapp.typeform.com/to/NrppOi
Education: https://afsapp.typeform.com/to/IDbBgY
External: https://afsapp.typeform.com/to/GRwVAA
Finance: https://afsapp.typeform.com/to/kQD8Sf
Internal Events: https://afsapp.typeform.com/to/bTmzl5
Marketing: https://afsapp.typeform.com/to/yTuUsT

Please note that the Internal Services committee will not be accepting applicants for the Winter 2018 term.

Applications are due January 14th at 11:59pm!
 

International Study Opportunity

Hey SAF, are you interested in exploring Asia? Well look no further because on August 18 to 26, 2018 you could be eligible to attend the SAF International Study Trip.

For one week, you will be able to meet with major finance and accounting top executives in Hong Kong. It will be a collaborative trip filled with meetings, discussion and networking opportunities.

Be sure to attend to send the following completed application form, your resume and your transcript (all in one PDF file) to both Steve Balaban (sjbalaba@uwaterloo.ca) and Jonathan Xayabanha (jonathan.xayabanha@uwaterloo.ca) by Monday, January 15th, 2018 at 12 pm. Put “Application - International Study Course – Hong Kong – AFM415” in the Subject Line. Best of luck!

Application: SAF International Study Trip Application
Poster: AFM 415 - International Study Course 2018

FAQ

Is accommodation and food provided (included in cost)? 

We have estimated the total costs (flights, accommodation and food) to be about $5,000. The actual costs will depend on our ability to find low airfares, possible University based accommodation etc. and the selected students will be involved in the choices and therefore the costs. We will also look for possible funding sources to support the costs but students should be ready to pay up to the estimated amount.

Has this study course been offered before? When and to where?  

The first pilot course took place in 2017, when 12 SAF students went to London, UK from August 19 to 27. They had an amazing learning experience and this year will be no different!

How many students are selected? 

The course is restricted to 12 students, due to the limited ability of firms to have on-site facilities for meetings with larger groups of students.

What is the application process? 

Please see the application details above and be sure to submit it by the deadline.

Do we get a credit for the study trip?

This is a for-credit course under the code AFM415 (i.e. equivalent to any one term course).

Winter 2018 AFEF Endowment Fund and AFSA Levy Fund

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). 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 of Winter 2018: https://info.uwaterloo.ca/infofin/students/endowment_refund_form/form.php

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 Deputy VP Finance, Mansi Patel, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here from January 3 – January 23 (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. Note that you cannot participate in any AFSA events or services, including the conference programs, if you have opted out of the fee. (AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference’s registration fees.)