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

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

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

Financial Management Association Financial Management Association (“FMA”) Chapter at Sac State(“FMA”) Chapter at Sac State

Spring Kick-off MeetingSpring Kick-off MeetingFebruary 21, 2007February 21, 2007

Page 2: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA Chapter Overview ofFMA Chapter Overview ofStudent Member BenefitsStudent Member Benefits

Speaker Programs Speaker Programs Field Trips Field Trips 66thth Annual Forecast Competition! Annual Forecast Competition! National Honors SocietyNational Honors Society Banquets and Receptions Banquets and Receptions FMA-IMA AllianceFMA-IMA Alliance Association of Financial ProfessionalsAssociation of Financial Professionals Post College FMA Member BenefitsPost College FMA Member Benefits FMA costsFMA costs

Page 3: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA Speaker ProgramsFMA Speaker Programs

Franklin TempletonFranklin Templeton Reception night to meet the CBA Dean, Dr. Sanjay Reception night to meet the CBA Dean, Dr. Sanjay

Varshney (+Special Guest)Varshney (+Special Guest) Visual Service Plan (“VSP”)Visual Service Plan (“VSP”) Hewlett-PackardHewlett-Packard CalPERS Investment Group (tentative)CalPERS Investment Group (tentative) Goldman Sachs (tentative)Goldman Sachs (tentative)

This is great way to network with professionals This is great way to network with professionals and fellow FMA Student Membersand fellow FMA Student Members

For details and key logistics, please refer to the FMA For details and key logistics, please refer to the FMA Campus Events: Campus Events: http://www.csus.edu/org/fma/events.htmhttp://www.csus.edu/org/fma/events.htm

Page 4: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA Field Trips 2007FMA Field Trips 2007

March 29 – 30 FMA Finance Leaders' Conference in March 29 – 30 FMA Finance Leaders' Conference in Chicago, IL. For details: Chicago, IL. For details: http://207.36.165.114/Student/FLC2005.htmhttp://207.36.165.114/Student/FLC2005.htm

March 29-31 R.I.S.E. VII (Redefining Investment March 29-31 R.I.S.E. VII (Redefining Investment Strategy Education); University of Dayton. For Strategy Education); University of Dayton. For details: details: http://sba.udayton.edu/rise/academic.asphttp://sba.udayton.edu/rise/academic.asp

October 17 - 20, FMA Annual Meeting in Orlando, October 17 - 20, FMA Annual Meeting in Orlando, Florida. For details: Florida. For details: http://www.fma.org/Orlando/http://www.fma.org/Orlando/

Page 5: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

6th Annual FMA Student 6th Annual FMA Student Forecast CompetitionForecast Competition

Demonstrate your skills at forecastingDemonstrate your skills at forecasting Open to all FMA student members.Open to all FMA student members. Forecast values for specific financial Forecast values for specific financial

variables and win prizes!variables and win prizes! Work with FMA Faculty Members – Work with FMA Faculty Members –

Dr. Li Dr. Li will be our lead advisor! will be our lead advisor! To join the team, you must be an FMA To join the team, you must be an FMA

Student Member. To partake email: Student Member. To partake email: [email protected]@csus.edu

March 16 - Deadline for Join FMA Student Member TeamMarch 16 - Deadline for Join FMA Student Member Team

Page 6: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA National Honors SocietyFMA National Honors Society

The FMA National Honor Society recognizes The FMA National Honor Society recognizes scholastic achievement through induction of scholastic achievement through induction of students who have demonstrated superior students who have demonstrated superior scholarship.scholarship.

Individuals accepted for membership in the Individuals accepted for membership in the Honor Society have the distinction of belonging Honor Society have the distinction of belonging to the to the ONLYONLY international honorary which international honorary which specifically recognizes the achievement of specifically recognizes the achievement of finance majors and demonstrates their expertise finance majors and demonstrates their expertise in areas such as financial economics and decision in areas such as financial economics and decision making.making.

The sashes are silver with a navy blue FMA The sashes are silver with a navy blue FMA International logo.International logo.

Page 7: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA Social GatheringsFMA Social Gatherings

March 21March 21 - Meet the - Meet the CBA Dean, Dr. Sanjay CBA Dean, Dr. Sanjay Varshney Varshney Open to all studentsOpen to all students Reception including hors d’oeuvresReception including hors d’oeuvres + Special Guest Presenter+ Special Guest Presenter 33rdrd floor of the University Union - Foothill Suite at floor of the University Union - Foothill Suite at

6PM6PM MayMay 3131 – FMA Luncheon Banquet – FMA Luncheon Banquet

All student members, all faculty members All student members, all faculty members (including Dr. Varshney), (including Dr. Varshney),

Membership AwardsMembership Awards Forecast Competition AwardsForecast Competition Awards 1st floor of the University Union – Ballroom I at 1st floor of the University Union – Ballroom I at

11:30 to 2PM11:30 to 2PM

Page 8: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA-IMA AllianceFMA-IMA Alliance

FMA and the Institute of Management FMA and the Institute of Management Accountants (IMA) have allied to support Accountants (IMA) have allied to support and promote the new Certified in Financial and promote the new Certified in Financial Management (CFM) designation.Management (CFM) designation.

The Certification, launched in 1996, has The Certification, launched in 1996, has been recognized by both organizations as been recognized by both organizations as the premier designation in the field of the premier designation in the field of Financial Management.Financial Management.

In order to support the growth of a broad-In order to support the growth of a broad-based FMA familiarity with the CFM, IMA is based FMA familiarity with the CFM, IMA is pleased to offer the following certification pleased to offer the following certification benefit to all members of FMA. benefit to all members of FMA.

Page 9: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA partners withFMA partners with

Association of Financial ProfessionalsAssociation of Financial Professionals All first-time undergraduate and MBA All first-time undergraduate and MBA

students FMA members, free student students FMA members, free student membership in the “AFP”. membership in the “AFP”.

With over 14,000 professional members.With over 14,000 professional members.

““AFP” is a resource for continuing AFP” is a resource for continuing education, financial tools and publications, education, financial tools and publications, career development, certifications, career development, certifications, research, representation to legislators and research, representation to legislators and regulators, and the development of regulators, and the development of industry standards. industry standards.

Page 10: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

Post College FMA member benefitsPost College FMA member benefits

Access to on-line publicationsAccess to on-line publications

Financial ManagementFinancial Management Journal of Applied FinanceJournal of Applied Finance On-line special issue on topics such as graduate On-line special issue on topics such as graduate

programs overview, financial products review, programs overview, financial products review, etc.etc.

FMA survey and Synthesis SeriesFMA survey and Synthesis Series

practical guides for managers and practitioners practical guides for managers and practitioners on topics such as pension and retirement plans, on topics such as pension and retirement plans, debt management, dividend policy, asset debt management, dividend policy, asset management, and valuation management, and valuation

Page 11: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

Annual Conferences that bring together Annual Conferences that bring together academicians, practitioners and students to academicians, practitioners and students to present, discuss & learn about new findings in present, discuss & learn about new findings in finance world finance world

FMA placement clearing house: job and FMA placement clearing house: job and resumes posting service for doctoral candidatesresumes 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 Post College FMA member benefits (continued)(continued)

Page 12: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

FMA Membership Costs?FMA Membership Costs?

Membership Fee Membership Fee One year @ $45One year @ $45 Two years @ $70Two years @ $70 One year without annual subscription One year without annual subscription

to FM @ $35to FM @ $35 Two years without annual Two years without annual

subscriptions to FM @ $50subscriptions to FM @ $50 Check out the 3-step membership Check out the 3-step membership

process: process: http://www.csus.edu/org/fma/membehttp://www.csus.edu/org/fma/membership.htmrship.htm

Page 13: Financial Management Association (“FMA”) Chapter at Sac State Spring Kick-off Meeting February 21, 2007

Any Questions?Any Questions?Please email: Please email:

[email protected]@csus.edu