Actuarial Association Constitution

Article I: Name

The official name of the organization is the Actuarial Association at University of California, Santa Barbara, may be abbreviated as UCSB Actuarial Association or UCSB AA.

Article II: Purpose

The purpose of the club is to:

  • Encourage and support actuarial education.
  • Increase awareness of the actuarial profession on campus.
  • Provide a bridge between students and the actuarial industry.
  • Offer a social network for students pursuing careers in actuarial science.

Article III: Membership requirement

All non-officer members of the UC Santa Barbara Actuarial Association must be:

  • UC Santa Barbara students who have paid the club membership dues and attend at least 3 events each year.
  • UCSB Alumni who have paid alumni membership dues

Check  IDs for Vote

Article IV: Officers

  1.      Positions:

The officers of the club shall be a President, Vice President, Treasurer, Journalist, Secretary, Community Development Coordinator, Exam Coordinator, Webmaster, Case Study Coordinator.

  1.      General Duties:

Due to the impact of actuarial exams on students’ schedules, flexibility will be key here.  Each position may require helping other officers with their respective duties.

  1.     Specific Duties:

President

  1. Presides at all regular meetings of the club and supervises its general affairs.
  2. Holds officers accountable for deadlines and duties.
  3. Sets the agenda for club meetings with the officers at weekly officer meetings.
  4. Communicates with Actuarial Association Advisor to plan guest speaker events and important events such as: Actuarial Career Fair, Actuary Day, CA Actuarial Student Summit.
  5. Communicates information between Club Officers and the PSTAT department.
  6. Represents members’ opinions to PSTAT administration
  7. Provides consented members’ metrics and academic information to PSTAT Department.
  8. Signs up for event spaces and media A/V usage or delegates officers to sign up for event spaces.
  9. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max 5 per year), announces at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association events.
  10. Plans academic events and hosts them. (at least 5 per quarter)
  11. Plans social & volunteering events with Vice-President.
  12. Arranges volunteers for major PSTAT Department events.
  13. Responsible for all event logistics and contents.
  14. Establishes social, secretarial, and public duties, and delegates obligations to them.
  15. Reviews club’s Facebook page, email, website, instagram, Google drive, Flickr, and FB messenger weekly.
  16. Establishes club event calendar before previous quarter ends.

Vice-President

  1. Organizes? ?social? & volunteering ?events? ?and? ?hosts? ?them? ?(at? ?least? ?3? ?per? ?quarter)
  2. Manages? ?and? ?assists? ?Community? ?Development? ?Coordinator,? ?Treasurer,? ?Journalists,? ?and? ?Webmaster
  3. ?Takes? ?in? ?new? ?ideas? ?for? ?social? ?events? ?from? ?club? ?members at the Welcome Back meeting every quarter
  4. Attends? ?monthly? ?officer? ?meetings-? ?establishing? ?social? ?calendar? ?4 weeks prior to the beginning of the next quarter
  5. Misses? ?max? ?1? ?of? ?each? ?event? ?type? ?(Educational,? ?Social,? ?Case? ?Study,? ?Exam? ?study)? ?per? ?quarter
  6. Orders Club merchandise such as club T-shirts.
  7. Responsible for creating event polls, RSVP, and sign-up sheets for major academic events on FB page
  8. Uploads videos of social events on UCSB AA Youtube channel.

Treasurer

  1. Responsible for receipt and deposit of funds from OSL (Office of Student Life).
  2. Collects member dues physically at club meetings and through VenMo.
  3. Responsible for reminding club members to pay membership before career fair deadline.
  4. Keeps current list of paying members on an excel spreadsheet including Members’: names, u-mail, personal email, planned graduation year, # of years they are active in the Actuarial Association
  5. Keeps correct record of transactions of the account and existing funds (Treasurer’s Report) on a spreadsheet on the Google Drive.
  6. Dictates a Treasurer’s report (how much funds the Actuarial Association has) at the 1st officer meeting of each month, and submits most recent one to next treasurer.
  7. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max 5 per year), announces at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association event

Social Media Journalist

  1. Takes pictures at every event and uploads them to FB as an album within 2 days of the event.
  2. Shares the event link and album link with the PSTAT department
  3. Upload highlights of each event on the Instagram page within 2 days after the event.
  4. Posts each FB page update from other officers on Instagram page.
  5. Organizes and manages Event Albums on FB account
  6. Uploads a group picture of students graduating that quarter on FB at the end of each quarter
  7. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max 5 per year), announce at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association events

Publications Journalist

  1. Creates an Event Page on FB for each event 1 week prior to the event.
  2. Creates a Flyer according to department guidelines and outline from President and Vice President for each event 1 week prior to the event
  3. Shares flyer with club advisor for events held in collaboration with PSTAT department
  4. Checks actuarial websites & blogs (i.e. SOA, CAS) weekly and announces on club website and FB if there are any new articles.
  5. Reports the list of students that have passed exam within the year before the Actuarial Banquet each Spring quarter
  6. Updates President and Vice President of expected headcount for each event based on FB event page.
  7. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max  5 per year), announce at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association events

Secretarial Journalist

  1. Creates a summary of the content presented at important club events for the articles to be published in the Journal
  2. Coordinates technological facilitation requirement of each event
  3. Responsible for the current AA Officers’ group picture and sharing it with the club advisor.
  4. Responsible for creating volunteer and carpool sign-up sheets for social events
  5. Manages and coordinates transportation for outdoor social events
  6. Updates Google drive with meeting agendas, minutes, and event files
  7. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max  5 per year), announce at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association events

Secretary

  1. Records minutes during officer meetings and shares google drive link with club advisor when required
  2. Creates a sign-in sheet for members at each event and reports headcount at upcoming officer meeting
  3. In charge of club email, sending emails to PSTAT department and club members
  4. Posts reminders for upcoming officer meetings and events
  5. Manages updated record of officer absences and ensures non-members do not attend member exclusive AA events
  6. Updates officers’ schedules on google calendar and has record of updated club accounts’ usernames and passwords
  7. Attends every officer meeting (missing max 1 meeting each quarter), attends every event (missing max 5 per year), announce at the beginning of his/her PSTAT (or relevant) classes upcoming Actuarial Association events

Community Development Coordinator

  1. In charge of mentorship program (big/little)
  2. Plans events for big/littles
  3. Hosts at least 2 events every quarter for mentor/mentee interactions
  4. Volunteers for and find volunteers for Spring Insight and Fall Club Fairs
  5. Observes meetings and member interaction from an outside view in order to offer feedback to improve member retention
  6. Plans Summer session, and high school outreach with Outreach coordinator
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam Study) per quarter

Outreach Coordinator

  1. Incharge of the middle school and high school outreach program (1 per year)
  2. Hosts event for transfer students orientation (1 per year)
  3. Hosts event for Freshmen orientation (1 per year)
  4. Plans officer availabilty during summer sessions
  5. Coordinates club activities with PSTAT department and Transfer student center
  6. Organizes club activities during summer sessions
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam Study) per quarter

                                                   

Actuarial Exam Coordinator

  1. Books rooms for regular exam study sessions (meetings at least once per month) and updates meeting details on FB
  2. Finds a committee of student volunteers to be mentors for preliminary exams and hosts workshops (2 per year)
  3. Sends reminders and notifications about upcoming exams
  4. Shares exam material discount codes, study materials with club members
  5. Understands Exam reimbursement process
  6. Keeps track of students passing exams to be put in the quarterly Actuarial Account and updates Treasurer accordingly
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam study) per quarter

Webmaster

  1. Updates club website with flyers from Educational Publicity committee and Social Publicity committee
  2. Updates website with educational and current event content from President and Journalists
  3. Updates meeting details for case study meetings from Case Study Coordinator
  4. Updates meeting details for exam meetings from Exam Coordinator
  5. Keep the club events updated on the Google Calendar in the website
  6. Experienced with website design tools (WordPress) to improve the club website
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam study) per quarter

Case Study Coordinator

  1. Reserves rooms for case study meetings for each ongoing case study competition
  2. Announces ongoing case study competitions that for member participation in his/her PSTAT (relevant) classes
  3. Holds updated record of case study participants and completed competition levels for each case study challenge
  4. Plans at least 1 event per quarter to introduce the importance and procedures of Case Study Challenges.
  5. Updates information about meeting details of case studies on FB page
  6. Organizes Case Study Teams according to experience and knowledge level of participants
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam study) per quarter

Alumni Network Coordinator

  1. Manages social media platform for alumni connection
  2. Reaches out to alumni and maintains contact
  3. Gathers information about alumni
  4. Helps club members connect with alumni
  5. Provides updated alumni information to PSTAT department
  6. Gathers information about students graduating during the current quarter
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam study) per quarter

Volunteering Coordinator

  1. Plans the following quarter’s volunteering events with President and Vice-President
  2. Finds? ?volunteers? ?to? ?reach? ?out? ?to? ?companies? ?for? ?career? ?fair? and arranges volunteers for career fair operations with PSTAT department
  3. Organizes and hosts at least 1 volunteering event per quarter or 3 per academic year
  4. Ensures honors students receive honors hours credit for volunteering hours
  5. Posts volunteering event sign-ups or delegates Journalists/webmaster to ensure volunteering sign-up is shared with members
  6. Creates annual list of volunteers for recognition during club banquet in Spring quarter
  7. Misses max 1 of each event type (Educational, Social, Case Study, Exam study) per quarter
  1.    Removal of Membership:

Officers may be removed due to negligence, failure to perform duties, violation of the constitution, or failure to meet the standards of membership.

Article V: Elections

The self-nomination and application for officer position is due in the last week of Winter Quarter, Interviews will be held the first week of Spring Quarter by the board and positions will be announced to the club by the second week of Spring Quarter. They will take office immediately following that announcement for a term of one club year. Edit these

Article VI: Meetings

  1. Club year begins in September and ends in June. At least one meeting a week will be held each quarter. Specific dates of the meetings will be determined by club officers.
  2. An officer meeting shall be held every week at a consistent time each quarter weeks 1 through 9. The specific time will be determined by club officers.

Article VIII: Financial Matters

Registered campus organizations must follow the UCSB Campus Regulations Applying to Campus Activities, Organizations and Students in all financial matters and accept full responsibility for all activities which bear the organization’s name as official sponsor. All funds raised using University facilities must be deposited in an Office of Student Life trustee account and may be withdrawn in accordance with the organization’s purpose. Only the individuals whose names are on file with the Office of Student Life can authorize expenditures for the organization.

Article IX: Constitutional Amendments

Amendments to this constitution, from 06/04/18 on, requires a two-thirds vote of the general membership at a regular meeting. Any Amendment, deletion or addition must be filed with the Office of Student Life within one week of adoption.

Article X: Dues

Payment of $30 per year (Alumni membership- $10/year) or $15 per quarter in membership fees is required to become a member of the UCSB Actuarial Association. These fees are to be used to promote club events, and for purchase of materials to enhance actuarial education of club members. The amount charged for club dues is at the discretion of club officers, based on the expectation of necessary funding for upcoming club events.

  • Generally we have 22-25 events
    • Talk about scheduling of events
    • Talk about planning times according to officer schedules and pstat classes
    • Can have lesser events
  • Does take time and work
  • Each officer can give advice and talk about their experience
  • You might not know the elected officers but you’ll work well together
  • Pres
    • PSTAT guest speaker and company info sessions
    • Knowing your schedule and knowing officers schedules