Finance
Pledge class: Alpha Kappa, Fall 2009
Family & Line: Pi Family, P.H.A.T.tie Line
Big: Keith Au (Alpha Theta)
Little(s): Peter Park (Alpha Mu), Sherry Chen (Alpha Mu)
Hometown: Diamond Bar, CA
Year: 4th Year
Major: Human Biology BS, Psychology BA
College: Thurgood Marshall College
Likes: Boba milk tea, asian food, mint, music, cars, PS3, shopping, Facebook
Dislikes:Sun, germs, unclassiness
Favorite stores: MAC, Sephora, Express, Hollister, Abercrombie, Guess
What I always need with me: Cell phone, sunglasses, wallet, keys
Finance Goals: To be an understanding, cooperative, and sensible Finance Vice-President; Provide monthly updates of our bank account statements; Create new and more efficient fundraisers; Help our committees fundraise and manage money; Sign up for Qualcomm and Petco fundraisers; Seek A.S. Funding for as many charitable events as possible.
Pledge class: Alpha Mu, Fall 2010
Family & Line: Pi Family, Han Dynasty line
Big: Lucy Dang (AH)
Little(s): Lucy Phan (AN) & Tina Le (AO)
Hometown: Sunnyvale [Near San Jose]
Year: 2nd year
Major: Biochem/Bio
College: Revelle College
Likes: books, music, food, sleeping <3, tennis, badminton, TEA.
What are the duties of your position?
-Maintain Financial Records
-Collect Dues
-Compose and Propose the Budget to the General Body
-Disperse Reimbursements
-Assist the Fundraising Chair
-Collect Mugging Money
How do I get reimbursed for spending money on the fraternity?
First you need to get a reimbursement form. On the website, click “Actives
- Resources – Reimbursement”. Fill out the form and staple or paper clip
the receipt to the form. Give it to me and I will get you a check by the
next GBM.
Where can I find financial information about the chapter?
Go to the “apochairsheets” Gmail account and look under Docs, then “APO
Financial Statements”. In the Document you should see all of the current
quarters budgets, reimbursements paid, family funds, and deposits made
into the bank account.
FAQ for the Fundraising Chair
What do I do as the Fundraising Chair?
It is my job to think of ways to earn money for the fraternity so that the fraternity can continue to operate its service program. I am actively involved in running a committee to set up fundraisers that will turn a profit and benefit the fraternity as a whole. I am also responsible in helping the Treasurer with maintaining the accounts and keeping track of money coming in and out. I am also in charge of making sure other committees are spending their money properly and efficiently, and to help other committees in reducing costs where needed.
How do we set up food funraisers?
To begin, reservations must be made at Onestop at the fourth floor of Price Center. From there, a TAP (Triton Activity Planner) must be filled out for the event. The TAP has our org fill out what event we are running, what the ramifications are, and other has us apply for things like security, heath and safety permits, and insurance if needed. Once the TAP is filled out and approved, an our fundraiser is allowed to occur. TAPs must be filled out 21 days before the event occurs.
Previous Finance Officers
2010-2011: Alex Zhang & Elliot Hung