LEADERSHIP TRANSITION WORKSHOP April 20, 2009. Agenda Welcome and Introductions Office of...
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Transcript of LEADERSHIP TRANSITION WORKSHOP April 20, 2009. Agenda Welcome and Introductions Office of...
![Page 1: LEADERSHIP TRANSITION WORKSHOP April 20, 2009. Agenda Welcome and Introductions Office of Community Service Whitehead Budget Process Official.](https://reader036.fdocuments.net/reader036/viewer/2022081520/56649cec5503460f949b8e69/html5/thumbnails/1.jpg)
LEADERSHIP TRANSITION WORKSHOP
April 20, 2009
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Agenda
Welcome and Introductions Office of Community Service Whitehead Budget Process Official Group Recognition Individual Transition and Budget
Meetings
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Introductions WMS VP of Community Service (outgoing)
Emily Clausen WMS VP of Community Service (incoming)
Allison Staley WMS VPs of Student Affairs (outgoing)
Allison Serra Mark Clapp
WMS VPs of Student Affairs (incoming) Marybeth Anderson Alex Berger
Office of Community Service Lisa Slatt Patty Neff
Student Activities Jon Curtis
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Office of Community Service Who we are Where we are What we can do for you
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WHITEHEAD MEDICAL SOCIETY BUDGET PROCESS
Allison Serra, Mark Clapp (outgoing)
Marybeth Anderson, Alex Berger (incoming)
Co-VPs of Student Affairs
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Current Status
Total Budget Allocation for 2009-10Total Budget Allocation for 2009-10
$12,000
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Current Status
Need to check your funds? See Mark or Allison after the meeting.
SPEND IT or RELEASE IT. If you aren’t going to use your remaining funds,
please let Marybeth or Alex know, and they will distribute it to a group that will
Remaining funds will NOT carry over to next year!
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Reimbursements
https://www.med.unc.edu/wms/More_Help/reimbursement.pdf
Deadline June 20th for all ’08-09 reimbursements
Turn into Marybeth or Alex from now on OR drop in little gray box outside the MacNider 37 (across from MS3 mailboxes, ground floor of MacNider)
Any questions will now go to Marybeth or [email protected][email protected]
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Reimbursements
Save ALL receipts! Receipt must include that payment was made and how (cash, check, credit card)
Reimbursement can only be made to medical students, not faculty or staff
Fill out reimbursement gorm Give form to Marybeth or Alex OR drop in little
gray box outside the Office of Community Service (across from MS3 mailboxes, ground floor of MacNider)
*This process is not immediate: 5-7 business days.*
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DPS Payments
DPS = UNC Department of Public Safety If you use DPS for an event (5K, street
fair, etc), DO NOT PAY THEM, you will NOT be reimbursed if you do
Get an invoice, and submit it with a reimbursement form
This must be done via Interdepartmental Transfer
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Spending
FOR MEDICAL STUDENTS ONLY Lunches Dinners Supplies Community service activities Conference fees (from approved MAA
funds)
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NOT ALLOWED
Travel/transportation Speaker fees, travel, or gifts Gift cards or certificates Charitable donations Alcohol
If it’s questionable, ASK!
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How things work
Distribute budget application forms tonight Submit completed application to new VPs
by MAY 18th (only hard copies accepted) Administration allots $$ to VPs of Student
Affairs (July) VPs allot $$ to groups based on submitted
budgets WMS approves budget (early August) Groups receive $$ information (late August)
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Budget Allocation Criteria
Amount received last year Amount spent last year Amount requested this year Proposed activities/projects on budget
request Hint: DETAILS help!
APPLICATION:https://www.med.unc.edu/wms/Committees/student-
affairs-1
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Website
Must update your website to receive funding
Check med.unc.edu site to see if your group is listed and link is correct: https://www.med.unc.edu/md/student-life/student-organizations/
If not listed, email [email protected]
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Recognition
Only recognized student groups can receive WMS monies. Some groups’ allocations are tentative pending official recognition.
Talk to Jon Curtis if you have questions regarding recognition
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Official Student Group Recognition
Jon CurtisAssistant Director for Student Activities2501A Frank Porter Graham Student
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Before you leave today…
Register your group’s attendance (https://www.med.unc.edu/wms/Committees/student-affairs-1)
Talk to former leaders about proposed projects for next year
Ask us any burning questions