2017 McGill International Portfolio Challenge

The 2017 McGill International Portfolio Challenge Committee has the pleasure to announce University of Waterloo Accounting & Finance Student Association the launching of the first international asset management competition in North America which will be hosted at McGill University’s Desautels Faculty of Management in Montréal, Canada. With the opportunity of winning up to $50,000 of cash prizes, this buy-side academic competition – the first of its kind – focuses on innovative portfolio design and asset management through the creation of a portfolio for a complex, institutional client.


Open to both undergraduate and graduate students in North America, the competition has already drawn widespread interest from numerous top corporate sponsors in asset management.

Please go visit MIPC’s website to learn more about the competition and for any additional information regarding the conduct of the challenge.


In order to register, you MUST have the approval from an academic advisor. 

Interested students should speak to a PROFESSOR / LECTURER IN A RELATED DISCIPLINE (Finance, Economics), who will assist in forming the competing teams.

Each school is invited to register up to two teams of up to four participants to solve the case. 


Online registration opens March, 15th 2017, please click here to register.




Hey, SAF members! AFSA External is bringing you an opportunity from the Schulich Accounting Society regarding their full-day conference - SACC 2017: Making a Statement.  

Join them on March 11th, at KPMG Toronto Office (333 Bay Street, Toronto)! If you are pursing accounting, or still discovering other paths such as finance and marketing, discover how our speakers and various industry professionals were able to make a statement in their career!


There is an optional case competition which you can choose to participate in groups of 3 or 4. Preliminary round requires you to submit 1 page of executive summary (plus max 2 pages of appendix) based on a business strategy case. The case will only be given if all team members have successfully registered and paid. At the conference, Top 10 will proceed to present in front of our judges, then Top 3 will present in front of all delegates later in the evening.


Highlights of the conference include:

  • exclusive event sponsored by KPMG
  • find career paths that opened up after working for the firm from "KPMG Alumni" (BMO, Roots Canada)
  • workshops and networking opportunities with representatives from: KPMG, MLSE, Women in Capital Markets, and more
  • incredible case competition prizes, and special guest appearance of The Raptor


2 Easy Steps to Register

1. Link to purchase a ticket: https://www.tilt.com/tilts/schulich-accounting-case-conferencenon-members

Be sure to send proof of ticket payment and event attendance confirmation to vp.external@uwafsa.ca to receive a 50% reimbursement!!

2. Link to register*: https://docs.google.com/forms/d/e/1FAIpQLScXkZBsifDJUmF1VqHBw9UPjW99_rVkyeIn4Hn3xe8MU6gxuQ/viewform

*If possible, please indicate your school in brackets next to your First Name*

Facebook Event Page:https://www.facebook.com/events/716383588528348/


There are 15 limited spots available! All registration and preliminary round are due on the March 2nd, 11:59pm.


If you have questions or need any clarification, feel free to contact Michelle Hoang, Jason Li, or Justina Ha anytime at vp.external@uwafsa.ca or dha19@schulich.yorku.ca (647-898-2271) and on Facebook.


After careful deliberation, we are proud to announce the winners of the annual AFSA Community Leadership Award for 2015–2016! We’d like to recognize everyone for their submissions in the previous year and give special thanks to the members of our Selection Committee for their careful review of the nominations received. To celebrate their service to the community, winners were awarded the following:

  1. Names engraved on the AFSA Community Leadership Awards Plaque in the SAF lounge
  2. An invitation to the annual SAF Awards Dinner
  3. A special gift from the AFSA Executive Team

It was a difficult decision, but here are our winners! (In no particular order)


Ram Subbiah, Class of 2019

Described as a model student and role model, Ram is a great ambassador for the School of Accounting and Finance. He has exhibited dedication to his role as a member of AFSA’s Administration and Knowledge Management committee, as co-chair for AFOW, as well as by being a Peer Leader for various first year AFM students. His passion for assisting others has been evident through his interactions with students from various years and programs in SAF—leading through example in a friendly, approachable manner and presenting himself with sincerity. Outside of SAF, Ram also betters the university experience by acting as an ambassador through his role as lead accountant at TEDxUW. We commend Ram for his unmistakable mentorship, leadership, and commitment.


Jasper Lam, Class of 2019

Jasper has displayed a tremendous amount of servant leadership both within SAF and outside of SAF. As an Executive for ACE Consulting Group, Jasper envisioned and implemented ACE Kickstarter: an event that invites students of all faculties in UW to learn about start-ups and to work towards solving a real-life problem start-ups face. This helped bring together over 80 SAF students and exposed them to the entrepreneurship world. As the Sponsorship Director for Power Unit, he was also able to secure over $80k which helped grow the event to new heights and attracted over 100,000 patrons. As a result of Jasper’s efforts, he was able to provide attendees with an unforgettable experience. We commend Jasper for his innovation, willingness to help, and altruism.


Jacqueline Sue, Class of 2019

Jacqueline’s passion towards ACE Consulting Group is unmistakable. She has fostered a tremendous welcoming community within the consulting group while strengthening its stellar reputation, and inspired others to further her vision towards the community. These accomplishments are not an individual effort, but Jacqueline has understood when to lead by example and when to encourage others to speak up and voice their ideas. She has also demonstrated what it means to be an exceptional peer leader, seeking to empower her LLC students with a variety of weekly workshops regardless of whether the focus is developing professional skills or helping students feel more comfortable around each other. We commend Jacqueline for her initiative, outstanding dedication, and kindness.

Thank you for your frequent contributions to improving the School of Accounting and Finance, and best of luck to everyone else in the following year’s nomination!

AFSA is currently welcoming any student group to submit an external funding proposal for any project

The proposals are evaluated by the Executive Team and by the Board of Directors based on the purpose and the value of the project to School of Accounting & Finance (SAF) students. Please complete this file and submit a formal budget for the project. Please submit an External-Funding-Proposal-2017 to Claudia Voin and Joey Deng, vp.finance@uwafsa.ca and president@uwafsa.ca by February 28th.  


Winter 2017 AFEF Endowment Fund & 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 Winter 2017: 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, Claudia Voin, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here from January 9th – January 23rd (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 AFSA’s 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.

AFSA Goes For Gold Applications

AFSA Goes for Gold applications are now live! This is a great opportunity to represent the University of Waterloo at various accounting and business conferences throughout Ontario. Conferences are essential for practicing your case-writing abilities, presentation skills, and networking prowess. All costs are subsidized 80%, so don’t miss out on a great opportunity!Fill out your application by Jan 13th at 11:59pm! Visit: http://www.uwafsa.ca/conference-bank/ for the list of conferences for this year and apply through the link on the website.

Winter 2016 AFSA Committee Applications!

The AFSA Committee applications are back! 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 deputy listed in the chosen typeform.

Admin & KM: https://afsa.typeform.com/to/VKBUqB

Internal Events: https://afsa.typeform.com/to/oBGnKe

Finance: https://afsa.typeform.com/to/T8BRXi

Marketing: https://afsa.typeform.com/to/tgdk9R

Corporate Relations: https://afsa.typeform.com/to/wQz5FE

External: https://afsa.typeform.com/to/cCL6Vr

Education: https://afsa.typeform.com/to/vKbDw2

Communications: https://afsa.typeform.com/to/Tj9TFq

Applications are due January 7th 2017 at 11:59pm! Come join the AFSA family!