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.)

External Funding Proposal 2017-2018

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 2017-2018 to Claudia Voin at vp.finance@uwafsa.ca by December 2nd.

For the submission form, click here

AFSA's Reach for the Stars

reach for the stars.jpg

Think you’re the smartest in SAF? Prove it by coming out to AFSA’s Annual Reach For the Stars trivia night! Here you’ll be able to show off your knowledge and have the chance to win from $1000 WORTH OF PRIZES! FREE lunch, drinks and snacks will be provided. There will be a raffle at the end as well!

The event will be held on October 14th from 12pm - 5pm. Sign up in groups of 4 by October 13th at 12pm. The sign-up link is below. Make sure to register ASAP before all the spots are gone!

Registration Link: https://goo.gl/forms/39whQwkiJe6KEyRA2

Fall 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 Fall 2017 until Sept. 27: 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 September 18th – October 2nd (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.)