Financial Management Association

1. Financial Management Association UMKC Student Chapter --FMA-UMKC

2. Guest Information • Beth Medley Associate Director of UMKC Career Services • Dionne Lewis Bloch Alumni Association Liaison • Nancy Wilkinson Director of Bloch Student Service

3. FMA-UMKC Faculty & Officers • Fred Hays, Ph.D. Chair, Department of FinanceHenry W. Bloch/ Missouri Endowed Chair in Financial ServicesDirector, Bloch Global Study Abroad Programs • Officers

4. Overview of Financial Management Association • The Financial Management Association International (FMA) is the global leader in developing and disseminating knowledge about financial decision making. FMA's members include academicians and practitioners worldwide. • FMA serves the global finance community through many ways. • Benefits • Honor society and student chapters

5. FMA National Honor Society • Founded in 1974 by FMA International • A professional association of academics and practitioners dedicated to the development of financial theory and sound financial practices • The only National Honor Society specifically for finance students • Recognizes the best finance students for their academic achievements • Provides students with a means of demonstrating their academic excellence to potential employers

6. FMA National Honor SocietyMembership Includes… • A personalized FMA National Honor Society certificate/scroll • FMA National Honor Society Lapel Pin • Recognition on FMA’s website • Option to purchase FMA NHS graduation regalia

7. FMA National Honor Society Eligibility Requirements • Undergraduate • 3.50 Overall GPA. OR • 3.50 GPA in finance and/or finance-related coursework AND • Successful completion of six (6) hours of finance and finance-related coursework • Junior or senior class standing • Graduate (MBA) • 3.50 Overall GPA OR • 3.50 GPA in finance and/or finance related coursework AND • Successful completion of one half of required coursework

8. Financial Management Association UMKC Chapter • Vision- • Improve the local business community with innovative finance decision-making and facilitating career network • Mission- • Spread the financial knowledge to communities • Facilitate the communication & networking among undergraduate, MBA, EMBA and real world business professionals • Support the Master of Science in finance program in the Bloch School • Assist in the professional, educational, and social development of college students interested in finance, banking, and investments • Provide Career networking opportunities for college students actively interested in these fields

9. Financial Management Association UMKC Chapter • Values- • Accountability • Continuous Improvement • Fulfillment • Fun • Integrity • Leadership • Team

10. Financial Management Association UMKC Chapter • Achievement • Superior Chapter Award • http://69.175.2.130/~finman/Student/SuperiorChapter.htm • http://stuorgs.umkc.edu/fma/

11. Financial Management Association UMKC Chapter • Main Activity outline • Speaker Program • Community Services • Corporate Tour • Finance Jeopardy Contest • On-line Investment Challenge • Annual Banquet • Conferences

12. Financial Management Association UMKC Chapter • Speaker Program- • Recruiting/internship seminar • Investment teaching • Professor speaker • Community Services- • Volunteer opportunities based on our local community needs.

13. Financial Management Association UMKC Chapter Corporate Tour-We work with speaker companies to have our members to visit their companies and get to know more about real business working environment and find out companies you are interested and network, a maximum of twice a semester. Finance Jeopardy Contest- Each year in the early November for fall semester. The winner will get gift card reward and hours (if FMA-UMKC member).

14. Financial Management Association UMKC Chapter On line investment challenge- This stock challenge is designed to get you familiar with stock trading, investment strategies and fundamental and technical stock trends. The winner will get bonus points if he or she is taking investment courses with Dr. John Clark. Also, the winner will get $15 gift card and 6 contribution hours. . http://www.wallstreetsurvivor.com/Public/Members/Register.aspx?partnerTournamentID=9634

15. Financial Management Association UMKC Chapter Annual Banquet-Every year in April, we have the FMA-UMKC Banquet. We will invite some of the UMKC faculties, Bloch Alumnus and speakers we had throughout the academic year to celebrate together. We will award annual best speaker, FMA-UMKC member, as well as the annual greatest professional/financial executive for FMA-UMKC.

16. Financial Management Association UMKC Chapter Conferences- Annual conference- http://www.fma.org http://69.175.2.130/~finman/Awards/ConferenceAwards.htm Finance leaders’ conference- The conference is in the spring every year. It lasts for 2-3 days. During the conference, we have the chance to network with finance leaders nationwide. Also, the annual Quiz Bowl Contest is there.

17. Financial Management Association UMKC Chapter Finance leaders’ conference-- http://www.facebook.com/media/set/?set=a.175012192549006.62173.139775796072646&type=1

18. Financial Management Association UMKC Chapter • http://www.facebook.com/#!/FMAUMKC?sk=photos • Annual conference in Denver

19. Membership • Fill out the application form • Interview

20. Financial Management Association UMKC Chapter • Recruitment & Election– Mark your calendar—March 12th • President • VP • Secretary • Treasurer • Director of Media • Director of Public Relations • Director of Project • Director of Recruitment • Web Master • Process • Nomination • Election • Interview • Training

21. Constitution • Any activity that recklessly endangers the physical health or safety of the student or prospective member, including but not limited to physical brutality, whipping, beating, branding, exposure to the elements, forced consumption of any food, liquor, drug, or other substance. • Any activity that endangers the mental health of the student or prospective member, including but not limited to sleep deprivation, physical confinement, or other extreme stress inducing activity. • Any activity that requires the student or prospective member to perform a duty or task which involves a violation of the criminal laws of this state or any political subdivision in this state. • Any other activities that endanger the organization’s operation

22. Fund-raising • Fund-raising for FMA-UMKC • Extra hours • Get more involved • Team work • Sharpen your fund-raising skills

23. 2012 Chicago Conference • http://www.fma.org/Student/FLCFlyer2012.pdf

24. Financial Management Association UMKC Chapter Thank you for your time and interest! We welcome you to join us and grow together in this group!