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Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007.

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Presentation on theme: "Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007."— Presentation transcript:

1 Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

2 FMA Chapter Overview of Student Member Benefits Speaker Programs Speaker Programs Field Trips Field Trips 6 th Annual Forecast Competition! 6 th Annual Forecast Competition! National Honors Society National Honors Society Banquets and Receptions Banquets and Receptions FMA-IMA Alliance FMA-IMA Alliance Association of Financial Professionals Association of Financial Professionals Post College FMA Member Benefits Post College FMA Member Benefits FMA costs FMA costs

3 FMA Speaker Programs Franklin Templeton Franklin Templeton Reception night to meet the CBA Dean, Dr. Sanjay Varshney (+Special Guest) Reception night to meet the CBA Dean, Dr. Sanjay Varshney (+Special Guest) Visual Service Plan (“VSP”) Visual Service Plan (“VSP”) Hewlett-Packard Hewlett-Packard CalPERS Investment Group (tentative) CalPERS Investment Group (tentative) Goldman Sachs (tentative) Goldman Sachs (tentative) This is great way to network with professionals and fellow FMA Student Members For details and key logistics, please refer to the FMA Campus Events: http://www.csus.edu/org/fma/events.htm http://www.csus.edu/org/fma/events.htm

4 FMA Field Trips 2007 March 29 – 30 FMA Finance Leaders' Conference in Chicago, IL. For details: http://207.36.165.114/Student/FLC2005.htm March 29 – 30 FMA Finance Leaders' Conference in Chicago, IL. For details: http://207.36.165.114/Student/FLC2005.htm http://207.36.165.114/Student/FLC2005.htm March 29-31 R.I.S.E. VII (Redefining Investment Strategy Education); University of Dayton. For details: http://sba.udayton.edu/rise/academic.asp March 29-31 R.I.S.E. VII (Redefining Investment Strategy Education); University of Dayton. For details: http://sba.udayton.edu/rise/academic.asp http://sba.udayton.edu/rise/academic.asp October 17 - 20, FMA Annual Meeting in Orlando, Florida. For details: http://www.fma.org/Orlando/ October 17 - 20, FMA Annual Meeting in Orlando, Florida. For details: http://www.fma.org/Orlando/ http://www.fma.org/Orlando/

5 6th Annual FMA Student Forecast Competition Demonstrate your skills at forecasting Demonstrate your skills at forecasting Open to all FMA student members. Open to all FMA student members. Forecast values for specific financial variables and win prizes! Forecast values for specific financial variables and win prizes! Work with FMA Faculty Members – Work with FMA Faculty Members – Dr. Li will be our lead advisor! To join the team, you must be an FMA Student Member. To partake email: FMAchapter@csus.edu To join the team, you must be an FMA Student Member. To partake email: FMAchapter@csus.edu FMAchapter@csus.edu March 16 - Deadline for Join FMA Student Member Team March 16 - Deadline for Join FMA Student Member Team

6 FMA National Honors Society The FMA National Honor Society recognizes scholastic achievement through induction of students who have demonstrated superior scholarship. The FMA National Honor Society recognizes scholastic achievement through induction of students who have demonstrated superior scholarship. Individuals accepted for membership in the Honor Society have the distinction of belonging to the ONLY international honorary which specifically recognizes the achievement of finance majors and demonstrates their expertise in areas such as financial economics and decision making. Individuals accepted for membership in the Honor Society have the distinction of belonging to the ONLY international honorary which specifically recognizes the achievement of finance majors and demonstrates their expertise in areas such as financial economics and decision making. The sashes are silver with a navy blue FMA International logo. The sashes are silver with a navy blue FMA International logo.

7 FMA Social Gatherings March 21 - Meet the CBA Dean, Dr. Sanjay Varshney March 21 - Meet the CBA Dean, Dr. Sanjay Varshney Open to all students Open to all students Reception including hors d’oeuvres Reception including hors d’oeuvres + Special Guest Presenter + Special Guest Presenter 3 rd floor of the University Union - Foothill Suite at 6PM 3 rd floor of the University Union - Foothill Suite at 6PM May 31 – FMA Luncheon Banquet May 31 – FMA Luncheon Banquet All student members, all faculty members (including Dr. Varshney), All student members, all faculty members (including Dr. Varshney), Membership Awards Membership Awards Forecast Competition Awards Forecast Competition Awards 1st floor of the University Union – Ballroom I at 11:30 to 2PM 1st floor of the University Union – Ballroom I at 11:30 to 2PM

8 FMA-IMA Alliance FMA and the Institute of Management Accountants (IMA) have allied to support and promote the new Certified in Financial Management (CFM) designation. FMA and the Institute of Management Accountants (IMA) have allied to support and promote the new Certified in Financial Management (CFM) designation. The Certification, launched in 1996, has been recognized by both organizations as the premier designation in the field of Financial Management. The Certification, launched in 1996, has been recognized by both organizations as the premier designation in the field of Financial Management. In order to support the growth of a broad- based FMA familiarity with the CFM, IMA is pleased to offer the following certification benefit to all members of FMA. In order to support the growth of a broad- based FMA familiarity with the CFM, IMA is pleased to offer the following certification benefit to all members of FMA.

9 FMA partners with Association of Financial Professionals All first-time undergraduate and MBA students FMA members, free student membership in the “AFP”. All first-time undergraduate and MBA students FMA members, free student membership in the “AFP”. With over 14,000 professional members. With over 14,000 professional members. “AFP” is a resource for continuing education, financial tools and publications, career development, certifications, research, representation to legislators and regulators, and the development of industry standards. “AFP” is a resource for continuing education, financial tools and publications, career development, certifications, research, representation to legislators and regulators, and the development of industry standards.

10 Post College FMA member benefits Access to on-line publications Access to on-line publications Financial Management Financial Management Journal of Applied Finance Journal of Applied Finance On-line special issue on topics such as graduate programs overview, financial products review, etc. On-line special issue on topics such as graduate programs overview, financial products review, etc. FMA survey and Synthesis Series FMA survey and Synthesis Series practical guides for managers and practitioners on topics such as pension and retirement plans, debt management, dividend policy, asset management, and valuation practical guides for managers and practitioners on topics such as pension and retirement plans, debt management, dividend policy, asset management, and valuation

11 Annual Conferences that bring together academicians, practitioners and students to present, discuss & learn about new findings in finance world Annual Conferences that bring together academicians, practitioners and students to present, discuss & learn about new findings in finance world FMA placement clearing house: job and resumes posting service for doctoral candidates FMA placement clearing house: job and resumes posting service for doctoral candidates Awards and Honorary recognitions such as Awards and Honorary recognitions such as The FMA Fellow Distinction The FMA Fellow Distinction Outstanding Financial Executive Award Outstanding Financial Executive Award Addison-Wesley Prize for the Best Paper in FM Addison-Wesley Prize for the Best Paper in FM Annual Meeting Competitive Paper Awards Annual Meeting Competitive Paper Awards European Meeting Competitive Paper Awards European Meeting Competitive Paper Awards Post College FMA member benefits (continued)

12 FMA Membership Costs? Membership Fee Membership Fee One year @ $45 One year @ $45 Two years @ $70 Two years @ $70 One year without annual subscription to FM @ $35 One year without annual subscription to FM @ $35 Two years without annual subscriptions to FM @ $50 Two years without annual subscriptions to FM @ $50 Check out the 3-step membership process: http://www.csus.edu/org/fma/ membership.htm Check out the 3-step membership process: http://www.csus.edu/org/fma/ membership.htm http://www.csus.edu/org/fma/ membership.htm http://www.csus.edu/org/fma/ membership.htm

13 Any Questions? Please email: FMAchapter@csus.edu FMAchapter@csus.edu


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