1. KSA Club Leader Kickoff May 3, 2006

2. Brad Wiedman KSA, VP Finance

3. Introduce you to a subset of the people you’ll rely on over the year Review policies and guidelines Learn what needs to be done before end of quarter! All the material you’ll see will be posted to the club Web site under Club Resources on the Serial. Objectives

4. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

5. Expectations for the next year Support to help you –Lead your organizations as effectively as possible –Interact with administration and the greater Kellogg and NU communities Regular communication regarding club events and effective practices Real time feedback on club funding and activities From KSAFrom clubs Club collaboration and ongoing improvement –Co-sponsorship of events –Best practices sharing –Continued effective events open to all Kellogg students Communication, Communication, Communication –With the administration –With the KSA –With the club members –With other clubs/ organizations

6. Dan Goldman KSA President

7. Fran Langewisch, Wendy Metter Student Affairs

8. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

9. NUMBER OF CLUBS Kellogg: ~80 Clubs B-School Average: ~70 Clubs CLUB DUES Kellogg: No specific club dues – all part of quarterly student activity fee Other B-Schools: –Some have free 2 club cap, then must pay dues for each additional club membership –Some are entirely dues-based; range from $5 -$50/yr Club Comparison

10. KSA FundsSOFO Funds Come fromStudent dues ($56 per quarter/student) each quarter and allocated by the KSA through annual budget process Revenues generated by clubs through club events / activities RulesSpecific NU and Kellogg rules govern the use of these funds Up to club co-chair discretion and SOFO regulations ManagementClub Treasurer and signed off by KSA VP of Finance and SOFO rep (Deborah Garcia) Club Treasurer and signed off by SOFO rep (Deborah Garcia) Carry-overAny unused funds are taken back into the common KSA fund and reallocated each year Carried over from year to year as in a traditional bank account Held… by KSA VP of Finance and paid out on request … in club account and managed by Club Treasurer Keeping trackAccounts balanced by KSA VP of Finance Monthly account balance sent out by SOFO rep (Deborah Garcia) KSA versus SOFO funds

11. Must be used for activities that benefit the student body. All activities must be made available to the whole student body. Speakers : Tangible or physical gift of reasonable value. No fees, accommodations, meals or transportation (NU rule). Events : Entry fees for tournaments and case competitions. No transportation or lodging. Copying : All copying must be done in Copy Center (only 3.6 cents a copy) Mailbox Stuffing : 1/quarter, <$100 Clear all expenses > $400 for remainder of the quarter through VP of Finance When in doubt, apply the “in front of the class” rule KSA funding guidelines

12. Budget and reimbursement process maintained by club treasurer / finance co-chair Must provide correctly completed voucher signed by club treasurer and receipts/proof of payment Receipt requirements – original, itemized, proof of payment, <90 days No reimbursement for Illinois Sales Tax (use NU tax-exempt letter located on club web site) KSA reimbursement guidelines

13. Brad Wiedman – KSA VP Finance & Business Development (bwiedman2007@kellogg.northwestern.edu) Deborah Garcia – Kellogg SOFO Rep (d-garcia2@kellogg.northwestern.edu) Key Contacts

14. Jennifer Johnson Corporate Relations

15. The Role of Corporate Relations Central contact for all club and conference activities –40 professional clubs –~13 student-run conferences –Other activities through professors & classes, centers, executive education, TMP Liaison between students, administration (Dean’s Office) and companies –Knowledgeable on Kellogg’s complex relationships and history with corporate partners –Some companies prefer to deal exclusively with our department and routinely follow-up with us even after coordinating with students Support clubs and conferences -- coordinate sponsors/ budgets/speakers Help facilitate and coordinate speaker and sponsorship efforts

16. Corporate Relations Nightmares Objective is to avoid: CEO speaker arriving at Kellogg without the administration’s knowledge Receiving checks from companies with no indication of who the money is for Checks sent directly to students at their home address – corporation does not receive credit for their gift

17. Sponsorship Solicitation

18. Corporate Sponsorship is Appropriate For: Kellogg’s policy is that corporate sponsorship is for educational and cultural events Academic events Conferences Speaker events School wide events

19. Overview of Sponsorship Process Students submit a proposed ‘event’ budget and list of target companies for sponsorship 5-6 months before the event. Sponsorship monies will not be allowed to be solicited if the event is less than 2 months away. Meet with students to review and approve event budget and target companies Students submit solicitation letters to ensure letters conform to Kellogg format and standards Bottom Line: Start Early. The budget, potential companies and letters must be approved before soliciting companies

20. The Budget Students should ensure they include: Estimated Costs and Revenues Accurate SOFO account balance (Contact Deborah Garcia 467-3525) List of potential sponsors, including contact person and dollar amounts requesting from each company

21. The Approval Process Development office reviews the submission, checking: Companies that have recently given major gifts Companies under solicitation for other events simultaneously Companies that have specified what areas/types of clubs/events they are interested in sponsoring Companies are fairly targeted Items in budget seem reasonable

22. What Companies To Target Companies that have a close affinity for the club or activity Previous employers Companies with strong alumni connections Companies with high recruiting interests

23. Other Things to Remember Career Fairs, Case Competitions, Treks & TG’s have different rules/guidelines Career Fairs – All Career Fair’s must be approved by the Career Management Center (CMC) before being eligible for corporate participation. Case Competitions – A corporation can host, not sponsor, a case competition. This means that no money can exchange hands between the Kellogg School and the hosting corporation. All monies paid by the corporation for hosting the competition (prize money, food, room rental fees, etc.), must be paid directly to the vendor from the corporation. Additionally, because Case Competition’s benefit very few students, no sponsorship money can be raised to support a team’s entrance fee, traveling expenses, etc, to another school or company’s case competition. Treks – A corporation can host, not sponsor, a trek. No sponsorship money can be raised to support an activity that removes students from their required academic classes. TG’s- Companies that give money to help fund a TG are considered corporate hosts. A TG corporate host does not receive any recognition by the Kellogg School. The money given by a corporate host for a TG is not considered a donation to the school, is not tax deductible and does not count toward their Kellogg Corporate Affiliate Status. As money given by companies for TG’s directly affects money given for sponsorship of academic events, anyone interested in soliciting for a TG must work directly with the KSA social chair, Marisa Blankfeld and the Assistant Director of Corporate Relations, Jennifer Johnson.

24. Other things to Remember Cont. A company can only sponsor an event. They cannot sponsor a Club generally Only BWAH should be fundraising for other charities (Kellogg is a non-profit organization) No cash prizes Online credit card registration is available to any club that charges a fee for their event or activity (Contact Deborah Garcia 467-3525)

25. Sponsorship Resources Available Corporate Involvement Website http://www.kellogg.northwestern.edu/student/ksa/leadership/corporatesponsr es.htm http://www.kellogg.northwestern.edu/student/ksa/leadership/corporatesponsr es.htm Corporate Sponsorship Guidelinesorporate Sponsorship Guidelines Menu of OptionsMenu of Options - lists club activities and events that are approved to obtain corporate participation. Kellogg Invoice TemplateKellogg Invoice Template - Information companies need to write a sponsorship check to Kellogg. Conference Sponsorship HandbookConference Sponsorship Handbook - Guidelines for conference sponsorship committees to follow. The handbook includes sample solicitation letters, example one-pagers and action plans to obtain corporate support for a large event at Kellogg. Corporate In-kind Gifts Information FAQ’s - Frequently Asked Sponsorship Questions

26. All Sponsorship Checks Must Be Sent To : Jennifer Johnson Development Office Kellogg School of Management 2001 Sheridan Rd Evanston, IL 60208-2008

27. Speaker Solicitation

28. Kellogg Policy If you are interested in bringing a high-level speaker to the Kellogg School for your club, you must receive approval by the corporate relations office

29. Points to Remember Start Early. Start Solicitations 4-5 months before the event. It is important to be aware and respectful of potential speakers relationships with the Kellogg School, past, present and future. It is important to have a large audience for a high level speaker. (Partnering with another Kellogg club, be aware of Calendar conflicts, be conscious of possible content overlap. Would this person fit well with a Kellogg conference theme? Conferences are a good venue for high-level speakers, as the additional programming and marketing/promotion efforts involved in a Kellogg conference ensures strong attendance numbers. We discourage inviting the same individuals to the Kellogg School year after year. Please check the speakers database.

30. Speaker Resources Available Corporate Involvement Website http://www.kellogg.northwestern.edu/student/ksa/leadership/cor pspeakerres.htm Potential Speaker List - a list of individuals who have indicated interest in speaking opportunities at Kellogg or who have been funneled through different channels (Dean's Office, Development, Faculty) as potential strong speakers. Speaker Database- The largest and most comprehensive list of past speakers at Kellogg from the year 2000 and on. Crain’s List of Who’s Who in Chicago Business - Kellogg always suggests utilizing the local Chicago business community for speakers. Speaker Logistics Guidelines Speaker Logistics Guidelines Important steps to follow when inviting a speaker to Kellogg. Conference Speaker Handbook Conference Speaker Handbook Guidelines for conference speaker committees to follow. The handbook includes sample speaker correspondence letters and action plans to obtain a corporate speaker for a large event at Kellogg.

31. Contact Info Jennifer Johnson Jacobs Center - office 215 847-467-1301 jennifer-johnson@kellogg.northwestern.eduennifer-johnson@kellogg.northwestern.edu

32. Lindsay Marciniak Phone-a-Thons l-marciniak@kellogg.northwestern.edu

33. Phone-a-thons = Thank-a-thons Overview: Simple way to raise vital club funds Connect with Kellogg alumni & thank them for their financial support Work especially well for clubs that cannot solicit for corporate support

34. What are Thank-a-thons? Call Kellogg alumni for two reasons: –Inform about the latest campus news –Thank them for their support to the Kellogg Annual Fund A Kellogg development staff member is present at all thank-a-thons

35. Who Can Participate? Any club at Kellogg can participate Minimum of 6 students required Maximum of 8 students All callers must participate for 3 hours Bonuses available

36. When do Thank-a-thons happen? Typically take place in November & February Arrange on any weekday during these months Call on weekday evenings: 6:00-9:00 pm

37. Where do Thank-a-Thons happen? Take place in Jacobs Center room #2201 Complimentary dinner and beverages are served for callers

38. Fundraising Amounts Can earn between $450-$700, depending on the number of callers Paid $25 per caller per hour Funds will be deposited directly into your SOFO account 4-6 weeks after the event

39. Contact Info Lindsay Marciniak Jacobs Center - office 220 847-467-7142 l-marciniak@kellogg.northwestern.edu@kellogg.northwestern.edu

40. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

41. The process begins immediately Club funding document goes online Funding request due via email Assessment and allocation 2006-2007 club budget communicated May 10 May 31 May 31-mid July July 15

42. Where does the money come from? Unspent club funds Student activity fees Dean’s contribution General KSA funding pool for 2006-2007 (~$125K) 2006-2007 Club A allocation 2006-2007 Club B allocation 2006-2007 Club C allocation 2006-2007 Club D allocation 2006-2007 Club E allocation 2006-2007 Club … allocation 2006-2007 Club Z allocation

43. Elements of the funding request List of co-chairs Membership numbers current and expected Transition checklist (see next slide) 2005-06 review Plan of events and requested funding Leadership plan for 1Ys and first years

44. Transition checklist elements Club funds will be withheld until transition criteria met Role assignmentMeeting attendanceAdditional items KSA liaison (to be covered in later section) Technology representative CMC representative (certain clubs only) Treasurer/Finance representative Club leader kick-off CMC orientation (as required) Treasurers meeting Club TEK tools training Updated website Funding guidelines Communication guidelines

45. Sample request form

46. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

47. New role internal to KSA provides greater club support KSA currently allocates ~$125K to ~80 clubs Clubs are assessed on an annual basis when applying for funding Communication between clubs and the KSA is too infrequent KSA is doing little to facilitate communication between clubs Currently: Rationale

48. Current process lacks sufficient touch points SpringSummerFallWinter New leader meeting (VP) Annual review, next year plan, budget request (VP) Budget finalization (VP)

49. New structure extends communication throughout the year Fall quarter gathering (New position) Winter quarter gathering (New position) Ongoing resource (New position) SpringSummerFallWinter New leader meeting (VP) Annual review, next year plan, budget request (VP) Budget finalization (VP)

50. A total of four “directors” will serve both clubs and the KSA DIRECTOR RESPONSIBILITIES To KSA Assist in budgeting process Serve as content expert on club plans Raise red flags on inappropriate club expenditures/activities To clubs Lead cross-functional team of club leaders Facilitate co-sponsorship of club events Hold regular meetings to share best practices Act as resource for club questions, etc.

51. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

52. Under old system, communication sent to all club leaders KSA VP - clubs Club A Club leader 1 Club leader 2 Club leader 3 Club leader 4 Information flow via club leader list serve Administration

53. KSA liaison is single communication point for KSA and administration KSA VP - clubs Club A Club leader 1 Club leader 2 Club leader 3 Club leader 4 Information flow to liaison via list serve or direct contact Administration Liaison

54. Liaison has great responsibility, can be any club member ResponsibilitiesWho is eligible Communicate KSA and administration updates and policies to club leadership Facilitate (though not solely responsible for) club feedback and questions to KSA and administration Any club member is eligible –Doesn’t have to be part of traditional executive committee Club treasurer is preferred –But we want you to handle this in the way that helps your club the most This should not be a “co- chair” position of its own accord, but can be a part of a broader co-chair role This individual will be held accountable for all non-finance related communication to the club

55. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

56. Marisa Blankfeld KSA, VP Social & Cultural

57. Enhancing the Kellogg brand includes planning and hosting appropriate events Kellogg Brand Club-sponsored events TG Speaker events Bar night/movie night, etc. Integrating with other programs

58. Enhancing the Kellogg brand includes planning and hosting appropriate events Kellogg Brand Club-sponsored events TG Speaker events Bar night/movie night, etc. Integrating with other programs

59. What role do the clubs play in articulating the brand? Visible to Prospective Students, Alumni, and CorporationsVisible to Prospective Students, Alumni, and Corporations Tangible Manifestation of Brand to Current StudentsTangible Manifestation of Brand to Current Students

60. How can I help? Take-away # 1 Everything communicates brand!

61. How can I help? Take-away # 2 We are all Kellogg ambassadors! Be vigilant with the Kellogg brand.

62. Enhancing the Kellogg brand includes planning and hosting appropriate events Kellogg Brand Club-sponsored events TG Speaker events Integrating with other programs

63. Speaker events require appropriate attendee etiquette Speakers continue to raise issues with poor etiquette by meeting attendees to the CMC and other administration –Laptop use during presentations –Students coming in late/leaving early We are asking clubs to “police” their own speaker events this year to prevent these things from happening –Reminders when introducing speakers –If necessary, addressing students (appropriately) during presentations If clubs are unwilling/unable to do this, KSA and administration will have to move to larger measures

64. Clubs should look to include other programs under the Kellogg umbrella 1Y’sTMP students ~75 students On campus beginning mid June Looking to –Get more involved –Assume leadership positions –Integrate quickly into Kellogg ~1200 students Fully employed Taking same classes as 2Ys & 1Ys –Downtown campus –At night With their own –Student government –Clubs

65. How can we include 1Ys? Host events during the summer –Last summer- WBA dinner for class women Host/Attend Summer TGs –1Ys hold weekly summer TGs – perfect opportunity to meet students Reserve leadership positions for 1Ys –i.e. 1Ys have served on the CIM week executive committee, PEEK, and BLC Get 1Ys involved in planning fall events –i.e. conferences, speakers Summer is the best time to enlist 1Y volunteers!!! –New to Kellogg and looking to get involved –No club activities or interviews - only academic demands

66. How can we contact 1Ys? Email list serve: 1yclass07@kellogg.northwestern.edu Contact class representatives: –To be selected in 2 nd or 3 rd week of summer

67. The Managers’ Program (TMP) TMP has 1200 fully-employed students taking the same classes with the same professors as the FT program during the evenings Student government is the Evening Management Association--similar but much smaller than the FT program Several special interest and industry-focused clubs that work with the FT counterpart

68. The Managers’ Program (TMP) Where is it? –Located off Lake Shore Drive and Superior—Wieboldt Hall, 340 E. Superior St. and has great facilities to use for events in Chicago –NU Intercampus shuttle runs between the 2 campuses and drops off next door to Wieboldt Hall Contact Dean Megan Krueger for new officer lists at –m-krueger@kellogg.northwestern.edu orm-krueger@kellogg.northwestern.edu –visit the TMP intranet at http://www.kellogg.northwestern.edu/tmp/student/index.htm http://www.kellogg.northwestern.edu/tmp/student/index.htm

69. Evening Management Association Vice President Offices Alumni Relations Alumni Relations Community Relations Community Relations Evanston Relations Evanston Relations Finance Finance Graduation Graduation Managers’ Ball Managers’ Ball Social Social Student Affairs Student Affairs Technology Technology EMA

70. Asian Business Association Asian Business Association Evening Black Management Association Evening Black Management Association Latin Management Association Latin Management Association Consulting Club Consulting Club Kellogg DineNet Kellogg DineNet EVC EVC Hedge Fund Club Hedge Fund Club Investment Banking and Sales & Trading Club Investment Banking and Sales & Trading Club Marketing Club Marketing Club Real Estate Club Real Estate Club High Tech Club High Tech Club Women’s Business Association Women’s Business Association TMP Clubs

71. Enhancing the Kellogg brand includes planning and hosting appropriate events Kellogg Brand Club-sponsored events KSA social events and TG Speaker events Bar night/movie night, etc. Integrating with other programs

72. Agenda The Social Committee’s role at Kellogg –What we plan and what we don’t plan Hosting of TGs –Scheduling –Funding –Corporate Hosts –Other TG Rules

73. KSA Social Events Events we plan! –Fall Ball –Cheezy Wine –TGs –Ferris Bueller’s Day Off –Super Bowl –MBA Challenge –Taste of Kellogg –Running with the Bulls –Some NU Tailgates Events we don’t plan –CIM Ball –Charity Auction Ball –Casino Night

74. TGs at Kellogg They are fun! They are part of our tradition! They provide us the opportunity to socialize and learn from the clubs at our school Lauren Nuechterlein will be the point person for planning TG’s –Any questions about planning should be directed to Lauren (lnuechterlein2007@kellogg.northwestern.edu)lnuechterlein2007@kellogg.northwestern.edu We need to protect TGs at Kellogg by following a few simple rules…

75. Hosting TG Scheduling a TG: Scheduling for TGs takes place at the beginning of the quarter prior to the quarter you wish to schedule in Example: To schedule a TG in the Winter of 06-07; scheduling will begin at the beginning of Fall quarter 2006 An e-mail will go out shortly asking for Fall 2006 hosting requests How the dates are chosen: You will have a week to submit a request for a TG (no exceptions to the deadline) Please submit your top three date choices with the rationale for your #1 choice (i.e. prior to a conference or event hosted by your organization) We reserve the right to move your date if there is a VERY good reason Clubs that collaborate on TGs are given special consideration

76. Funding TG TG hosted by a club KSA will pay for the cost of TG The sponsoring club is expected to: Provide a unique atmosphere for the TG Promote the TG to the student body TG hosted by a conference Conference must pay for entire cost of TG Multiple conferences may co-sponsor a TG Please coordinate with Dawn Berry and Lauren Neuchterlein

77. Corporate “Hosting” Securing corporate funding for TGs: Companies can not officially sponsor a TG, but they can be offered an option to host All company contact must be approved by Jennifer Johnson Do not solicit a company less than a month before your event (just a common courtesy) Please inform me ahead of time if you plan to seek corporate funding for your TG

78. Advertising at TGs The club, conference, or company hosting may advertise in any way they wish (within reason) at the TG. This includes, but is not limited to: Banners and flyers in the atrium Announcements by the DJ Any additional activities or decorations in the atrium Clubs and Conferences not sponsoring the TG may reserve one of four tables under the atrium overhang with approval from the sponsoring body. Advertising for these bodies is limited to: Banners/flyers on the front of the table and on the wall directly behind the table Any decorations, food, or activities which can fit on the table itself. NOTE: No announcements may be made by the DJ for clubs/conferences that do not sponsor the TG

79. Other TG Information Wristbands: If you order alcohol through KSA, wristbands will be included in the order to the distributor. If you use another source for your alcohol, you must provide wristbands as well. You must supply people that will handle the responsibility of checking id’s and wristbands What is included in the standard TG package: Up to 10 kegs of beer Snacks & soda (Kafe Kellogg) EMMC DJ Setup & Cleanup (Kafe Kellogg)

80. Other TG Rules Fines and Penalties: Conference or Company advertising outside the guidelines described in this presentation – full cost of TG Club advertising without permission/approval - $100 Canceling a scheduled TG less than 2 weeks before the actual date – your club will not be given first choice dates for TG the next year Alcohol: Beer and wine only at TG – NO hard alcohol is allowed at on-campus events

81. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

82. Club Plans Process Club plans forms sent out May 10 th –Review of 2004-2005 Plan –Funding Request for 2005-2006 –Plan for 1Y & 1 st year leadership positions Club plans due to Brad May 31 st Funding results by Mid-July

83. Additional Key Dates / Reminders Professional Clubs Meeting May 8 th Mandatory Treasurer’s Training –Treasurers must attend one of the sessions –Meeting 1 May 10 th –Meeting 2 May 17 th Club TEK Tools Meeting –Meeting 1 May 10th –Meeting 2 May 17 th Last day to submit receipts May 31 st Clear all expenses > $400 for remainder of the quarter through VP of Finance

84. Final Thoughts You determine the direction your club goes in the next year The KSA will do what it can to assist your forward progress Collaboration and communication between clubs will improve the effectiveness of your events over the coming year Please don’t hesitate to let us know your comments, questions, and concerns

85. Welcome Club Funds Budget process Ongoing KSA contact Liaison position Planning events Key dates Q&A Agenda

86. Questions?