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    Monday, March 10, 2008

    General Body Meeting

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    Agenda

    Introduce the Executive Board

    Our Mission

    Our Events Getting Involved

    Open Positions

    Sign up!

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    Executive Board

    President: Jyoti Joshi

    Vice President: Nicholas Basso

    Treasurer: Lisa Hsieh

    Secretary: Victor Tam

    Marketing Director: Puja Katariwala

    IT Director: John Bennett

    Senior Advisor: Sudeep Paul

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    Our Mission

    Our mission is to prepare Carnegie MellonStudents interested in the financial services

    industry with the tools and knowledgeneeded for a successful career. To this endthe Undergraduate Finance Association willhelp develop students interest in finance,

    and enhance the current Finance educationwith extracurricular workshops, events, and

    opportunities on Wall Street.

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    Intern Panel

    Wednesday, September 26, 2007

    4:30pm 5:30pm

    Location TBA

    Listen to students speak about their WallStreet internship experiences

    Ask questions and get tips on how to get afinance internship

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    Goldman Sachs Lunch

    Friday, September 7, 2007

    12:30pm 2:00pm

    UC Rangos Ballroom

    Informal info session over lunch

    Come and learn more about theoperations division at Goldman

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    Case Competitions

    Corporate Finance CaseCompetition

    Early November

    Freshman/Sophomore FinanceCase Competition

    Early February

    Computational Finance CaseCompetition

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    Professor Dinners

    Past Dinners

    Dr. Cofield

    Professor Akat

    Professor McGinnis

    Upcoming Dinners

    Dr. Cofield- Details TBA

    Dean Dunn- Details TBA

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    Guest Speaker Series

    Past Speakers

    Linda Duessel, Federated Investors

    Todd V. English, Financial

    Institutions GroupDavid Rosenthal, UBS

    Upcoming SpeakersDetails TBA

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    Alumni Mentoring Program

    New program

    Occurs during the summer

    Get paired up with an alumni whoworks at your internship firm

    Get tips on how to succeedDevelop a new contact

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    Wall Street Crash Session

    1 hour crash session

    Covers basic areas of Wall Street

    Focuses on what an investmentbank does

    Teaches you about CapitalMarkets, Investment Banking, etc.

    How to succeed on Wall Street

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    Other Events

    Network NY

    Finance Seminar Series

    Networking Workshop

    Excel Workshops

    Professional Communication

    Interview Training

    Alumni Panel

    Resume Books

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    Lehman Brothers Book

    Resume Book for Internships

    Open to sophomores and Juniors

    Investment Banking

    Capital Markets

    Investment Management

    Corporate Finance Division

    Email finance@andrew forTartanTrak instructions

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    Available Positions

    Executive Board Activities Director

    Chief Technology Officer (January)

    Committee Heads

    Corporate Relations Case Competition Chairs- 2 positions

    Marketing Committee Members- 2 positions

    1) Sign up here (can apply for more than 1 position)

    2) Email finance@andrew with your resume and oneparagraph on why you would be good for theposition(s) you applied for

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    Activities

    UFA Membership Fees: $5

    Good for the whole year

    Member exclusive events

    Name on website

    Alumni contacts

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    Website

    www.cmufinanceclub.com

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