LEADERSHIP TRANSITION WORKSHOP

April 20, 2009

Agenda

Welcome and Introductions Office of Community Service Whitehead Budget Process Official Group Recognition Individual Transition and Budget

Meetings

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

Office of Community Service Who we are Where we are What we can do for you

WHITEHEAD MEDICAL SOCIETY BUDGET PROCESS

Allison Serra, Mark Clapp (outgoing)

Marybeth Anderson, Alex Berger (incoming)

Co-VPs of Student Affairs

Current Status

Total Budget Allocation for 2009-10Total Budget Allocation for 2009-10

$12,000

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!

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 Alexmarybeth_anderson@med.unc.edualexander_berger@med.unc.edu

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.*

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

Spending

FOR MEDICAL STUDENTS ONLY Lunches Dinners Supplies Community service activities Conference fees (from approved MAA

funds)

NOT ALLOWED

Travel/transportation Speaker fees, travel, or gifts Gift cards or certificates Charitable donations Alcohol

If it’s questionable, ASK!

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)

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

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 marybeth_anderson@med.unc.edu

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

Official Student Group Recognition

Jon CurtisAssistant Director for Student Activities2501A Frank Porter Graham Student

Union919-962-1461jon@email.unc.edu

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