Student Leader Guide 2016 -2017

Welcome Letter....……...………………………………………………………………………………………1

Clubs, Interest Groups, & Clusters…………………………………………………………………………2

Club and Interest Group Overview ...... 3 Club and Interest Group Privileges ...... 4 Club Leadeship ...... 5 Club Elections ...... 6 Club and Interest Group Membership ...... 8 Membership Dues ...... 9 Establishing a New Club or Interest Group ...... 10 Cluster Guidelines ...... 11

Finance Guidelines……………………………………………………………………………………………12

Finance Overview ...... 13 Spending Guidelines ...... 14 Vouchers ...... 15 Reimbursements ...... 16 Contracts ...... 17

Approved Vendor List.…………………………………………………..……………………………………18

Approved Vendors - Catering ...... 19 Approved Vendors – Services and Merchandise ...... 22

Event & Conference Planning………………………….....…………………………………………………..27

Event Logistics ...... 26 Event Venues ...... 28 Marketing an Event ...... 29 Alcohol Policy ...... 30 Club Fundraising ...... 31 Logo Use ...... 32 Common Event Types ...... 35 Conference Planning ...... 37 Conference Planning Timeline ...... 38 Conferences: Working with External Relations ...... 40 Conferences: Sponsorship and Best Practices ...... 41

Student Travel………………………………………………………………………………………………….42

Student Travel Guidelines ...... 43

OrgSync………………………………………………………………………………………………………….45

OrgSync Overview ...... 46 Officer Status ...... 47 Create an Event ...... 48 Promote an Event ...... 49 Send an Email ...... 50

Club Joining Process…………………………………………………………………………………………… 51 Payments ...... 52 Refunds ...... 53 Elections ...... 54 Website ...... 55

Student Organizations……………………………………………………………………………………….56

Student Organizations Overview ...... 57 Athletic Groups ...... 58 Affinity Groups ...... 60 Community Service Organizations ...... 64 Professional Clubs ...... 65 Social Groups ...... 69 Application Based Leadership Opportunities ...... 70

Major Events with Student Participants………………………………………………………………….73

Orientation ...... 74 Graduation ...... 76 Graduation Awards ...... 81

Key Contacts………………………...…………………………………………………………………………82 Key Contacts ...... 83

Addendum…………………………...………………………………………………………………………….84 Addendum ...... 85

Welcome Letter

Welcome Letter

Dear Student Leader,

Thank you for choosing to participate in a leadership role within the community! Your commitment to the business school through your role will help to build community and contribute to the vibrant social, academic, and educational programs offered at the School. The Office of Student Affairs values your impact both within your organization and in the broader School community, and is happy to support your organization’s programs and initiatives.

The 2016 - 2017 edition of the Student Leader Guide will help you identify the various leadership opportunities and resources available to you this year, as well as outline best practices and tools of event planning, spending, and managing club programs and leadership initiatives. This guide also provides important guidelines and policies set by the Office of Student Affairs and Columbia Business School.

The Office of Student Affairs is committed to providing you with the resources and guidance to help you have a successful year. Please feel free to drop by the Office of Student Affairs in Uris 105, 111, or 113 or contact us at [email protected] or (212) 854-5563. We look forward to supporting your leadership and service to the community.

Best wishes for a successful year and thank you again for your ongoing contributions to the Columbia Business School community.

The Office of Student Affairs

1

Clubs, Interest Groups, & Clusters

2 Club and Interest Group Overview

Clubs and Interest Groups are a vital part of the Columbia Business School community. These organizations provide a variety of opportunities to engage the business school community through special events, opportunities to build strong peer relationships, alumni engagement, and more. Student leaders of these organizations have a distinguished role in providing co-curricular programs and activities to positively impact their group members and the broader school community. All organizations must abide by all Columbia Business School and University Policies noted in the Office of Student Affairs MBA handbook.

3 Club and Interest Group Privileges

The differences between clubs and interest groups lie in the benefits they enjoy. Please see the chart below that details the distinctions between the two.

Clubs Interest Groups

. Allowed to use Columbia Business School logo. . OrgSync account, which hosts membership lists, . OrgSync account, which hosts membership lists, elections, events, a website, email lists, and elections, events, a website, email lists, and more. more. . Use of space on campus for events. . Use of space on campus for events. . Table during Club Week. . Use of a University account for deposits and . Office of Student Affairs advisor. payments, including club dues, managed through . With written permission from the Office of the Office of Financial Planning, Uris 217. Student Affairs, interest groups may use the . Able to request a signature on contracts for Columbia Business School logo, table in Uris events, etc. through the Office of Financial lobby, or use plasma screens to promote events. Planning. Failure to secure proper permission may result in . Able to request faculty participation in student sanctions. events. . Ability to partner with the Office of Admissions to recruit new students. . Table during Club Week. . Office of Student Affairs advisor. . Eligible to have a Career Management Center liaison, as deemed prudent by the Center. . Permission to solicit alumni participation in events.1 . Permission and eligibility to fundraise through corporations and other business partners as official Columbia Business School entities. 2 . Permission to promote events within the School on plasma screens and tables in Uris lobby. . Permission and eligibility to participate in competitions and inter-collegiate and inter- Business School events as representatives of Columbia Business School.

Please note, Interest Groups do not have a University spending account, and therefore do not charge dues, and cannot secure sponsorship or outside funding.

1 Please note that in order to reach out to alumni, permission is required from the Office of Student Affairs and the Office of External Relations, Alumni Relations department. 2 Please note that in order to reach out to corporate sponsors; permission is required from the Office of Student Affirs and the Office of External Relations, Corporate and Foundation Relations department. 4 Club Leadership

Columbia Business School has a robust community comprised of 100+ student organizations as well as the Student Government, Cluster Officers, application based opportunities, and much more. Students enjoy the opportunity to assume leadership roles in many facets of the Columbia Business School community, and the successful management of these roles is vital to providing students a successful MBA experience.

Club Leadership

Each club decides, according to its constitution, which positions are available for election each term.

All organizations are required to have a representative for three essential leadership positions: 1. President 2. Vice President of Events 3. Vice President of Finance

When necessary, one person may hold all three positions in order to maintain an organization’s club status. However, it is encouraged that organizations develop a diverse executive board to guide programming and events. Clubs and Interest Groups may create additional Vice President (VP) and Assistant Vice President (AVP) roles as dictated by their constitution and deemed necessary by their executive board.

5 Club Elections

Each registered club decides, according to its constitution, which positions are available for election each term.

There are two possible election types: general elections through OrgSync, and interview-based selection. Organizations may conduct elections during three election periods – fall, winter, and spring – which each have requirements regarding the type of election available. In addition, some clubs are required to conduct general elections in the spring based on their club constitution, most often those with major Fall programming events such as a conference or speaker series.

In the event that only one person runs for an office, an election must still be conducted to validate their candidacy and allow for club member feedback.

A club’s advisor in the Office of Student Affairs should be consulted in the event of unexpected vacancies in club positions, disputes, and in any other situation where mediation might be necessary.

Election Periods and Schedule

Fall

Fall elections may begin no sooner than one week after Club Week in September, and should be completed by the end of October. This election period is most commonly used for AVP selection.

Winter

The winter elections may begin no sooner than one week after Club Week in January, and should be completed by the end of February. Winter elections are typically used to select AVPs from the new January Term (J-Term) students, and select VPs for event specific roles, typically a conference.

Spring

Spring elections should take place after the Student Government Executive Board elections are complete and before the end of the spring academic term. Spring elections are used to select the new executive board for all clubs. Ideally, spring elections should also include a formal transition meeting from the outgoing board to welcome the new board members and prepare them to effectively plan programming over the summer and prepare for the upcoming academic year.

Election Types

Organizations may choose to elect their leaders in two possible election types. Clubs should identify which election type their members will use for each election period in their constitution. Please find instructions on how to conduct a general election with OrgSync on page 52 of this guide.

Election Type 1: General Election

Requirements . Election announcement must be sent to all club members to solicit candidate interest . Election must be conducted anonymously through OrgSync . Candidate statements must be posted on OrgSync

6 . The election poll must be open for a minimum of 72 hours and winners announced within 24 hours of the poll closing Best Practices . Hold a club meeting for candidates to make speeches regarding their qualifications . Hold cascading elections: start with the presidential election, follow with other position elections once the results are known

Election Type 2: Interview and/or Application

Requirements . Election announcement must be sent to all club members to solicit candidate interest . Candidate statements must be posted on OrgSync for member review . Decision criteria should be clearly stated 2 . Decisions must be finalized by the entire executive board through /3 quorum vote with a simple majority winner Best Practices . Strive for transparency of process, ensure that selection criteria are published and available . Scheduling conflicts should not prohibit a member from participating in the process

7 Club and Interest Group Membership

Club Week

At the start of the fall and spring semesters, the Office of Student Affairs hosts Club Week for new students and returning second year students to become familiar with club and interest group offerings. During the week, clubs and interest groups welcome potential new members in an informal setting and provide information regarding their organizations focus and activities. Clubs are required to participate in Club Week tabling and have members of the executive board staff their table; Interest Groups are invited to participate, though attendance is not mandatory.

Membership Requirements

Club and interest group membership is open to all MBA and Executive MBA students. MS and PHD students may join social and athletic clubs. No other students are eligible to join MBA clubs, including but not limited to undergraduate students and cross registrants (students from other schools at the University). Cross registrant students may be invited to attend select club events that are open to non-members and are not related to recruitment, including conferences, panel discussions and summits, at the discretion of the club officers. Students who are not club members are not permitted to attend events hosted by the club that pertain to recruitment.

Dual Degree Students

At the start of the first semester of residency in the business school, dual degree students are granted access to membership in business school organizations. Their membership may be carried into future terms, even when the student holds primary residence at other schools. Membership may not be granted to dual degree students prior to the start of their business school residency.

Exchange Students

Students who are earning an MBA from another institution and are visiting Columbia Business School on exchange, are eligible to join student organizations, including clubs. Club officers have the option of offering membership to exchange students at a reduced rate to reflect their one-semester of activity.

Membership Terms

There are four membership types that clubs may offer: 1 Year, 2 Year, 1 Year J-Term, and 2 Year J-Term. Each membership type may have unique corresponding dues determined by the club.

1 Year Membership: Begins in September and expires in August 2 Year Membership: Begins in September and ends in August of the second academic year 1 Year Membership J-Term: Begins in January and ends in August 2 Year Membership J-Term: Begins in January and ends in August of the second academic year

A discounted rate for the J-Term membership is optional, and recommended for clubs who have significantly less programming for members over the summer semester. The link to join a new club is available through each club’s home page on OrgSync. The joining period takes place within the month after Club Week. Membership additions after this period are at the discretion of the club’s executive board.

8 Membership Dues

Dues are decided by the club executive board. Clubs are required to offer the 1 Year and the 2 Year membership options in their dues structure. Offering a discounted price for the J-Term students is optional. Clubs that offer significantly less programing over the summer months choose to offer the J-Term rate as a courtesy to those students who will receive fewer membership benefits.

Clubs also have the option of allowing MBA Exchange students to purchase a 1 Semester membership, which would cover their time at Columbia Business School. If a club chooses to allow this option, the exchange student will write a check for half the 1 Year dues amount payable to with the club name in the description line, and drop it off in the Office of Financial Planning. A club leader will then need to manually add the exchange student to the club membership list in OrgSync, and update his/her membership expiration date to reflect the end of the semester.

Dues should reflect the level of programming a club offers. The minimum amount required by club policy is $10 per year. Club dues must be updated at the beginning of the fall semester. If a club decides to change their dues, they should discuss the change with the club advisor in the Office of Student Affairs, who can then update OrgSync. Club dues may only be updated at the beginning of the fall semester.

9 Establishing a New Club or Interest Group

If a student believes there is a void in club or interest group programming, and is interested in starting a new club or interest group to provide that programming, the following steps need to be completed. Please note, the criteria to start a new club are more rigorous than the requirements for a new interest group.

1. Meet with the Office of Student Affairs, [email protected], and the Student Government VP of Clubs and Careers. The position is held by Chris Black, [email protected], for the 2016 - 2017 academic year. In the meeting, the student will discuss the void in programming and confirm that the proposed programming does not already fall under the purview of an existing club or interest group. 2. Complete the club/interest group application. Once the application has been submitted, the club committee will review it at their next scheduled meeting. If the application is approved, the proposed group will be presented to the Student Government council at the next scheduled meeting, and the full council will have a final vote on approval. 3. If the proposed club or interest group is approved, the Office of Student Affairs will work with ITG to create their page on OrgSync, and for a new club, set up their club account with the Office of Financial Planning. 4. The Club or Interest Group will be open to new members starting with the next upcoming Club Week, either fall or spring.

10 Cluster Guidelines

From the first day of New Student Orientation, clusters provide a close-knit community for students. Each class is broken into 11 clusters, A-H (Fall term) and X-Z (January term), comprised of approximately 70 students each. Cluster members build strong relationships through Orientation and learning team formation, take all core classes together, and are seated together at Recognition to cap off the MBA cluster experience.

Cluster Leadership

Elections for these positions are held during the first full week of classes in the fall term. During the first year, these elected officers serve as a strong liaison between the cluster and the faculty and administration. Each cluster elects the following representative positions:

Cluster Chair – Oversees all Cluster Representatives Academic Alumni CBS Matters Club & Careers Cluster Cup Community Service Honor Board Information & Technology International Reporter Social Treasurer

Elections are held during the first full week of classes for first and second year students. The elected cluster representatives serve on the Student Government Council, facilitate cluster unity, manage cluster funds, and act as liaisons to the administration and faculty. In their second year, cluster leaders serve as leaders during graduation events.

Cluster Programming

Each MBA cluster is given a cluster fund of $4,000 at the start of their first term (see Cluster Funds below), which is administered through the Office of Student Affairs. The cluster fund is intended to support events planned by members of the cluster to build community, and/or create networking opportunities among the broader MBA community. Clusters are encouraged to pool their funds when planning cross-cluster community building events.

In order for cluster funds to be spent on a cluster event, the below criteria must be met:

1. Funds must be administered through the elected cluster representatives 2. Funds must be used to build MBA community and networking opportunities 3. Event details must be submitted to the Office of Student Affairs prior to the event for approval, and payment arrangements should be made as far in advance of the event as possible 4. Events must be communicated to the entire cluster and be accessible to and inclusive of all cluster members

Cluster Funds

The $4,000 cluster fund is meant to facilitate cluster programming for the full two years of the MBA experience. Cluster representatives are asked to spend the funds thoughtfully with the intention to enhance their cluster and cross-cluster community. Cluster funds cannot be spent on alcohol or gift cards.

11

FinancesFinanc Guidelines

12 Finance Overview

Clubs, clusters and other student organizations at the Business School have a financial account with the University. The account enables the organization to use University facilities, enlist the services of vendors, and have invoices paid directly from their funds. This account also gives each organization tax-exempt status. Tax-exempt forms can be obtained from the Office of Financial Planning in Uris 217.

Club, cluster, and other organization’s account balances are tracked in the Office of Financial Planning. The VP of Finance for each organization should be using these financial records to reconcile their account and ensure that the club, cluster, or other organization is spending within the confines of their budget.

The Office of Financial Planning oversees all financial activity and can answer questions regarding deposits, invoices, vouchers, and reimbursements. For more information, please visit Uris 217.

Clusters

At the start of their first term, each cluster receives a $4,000 fund intended to facilitate cluster programming for the full two years of the MBA experience. Cluster representatives are asked to spend the funds thoughtfully with the objective of enhancing their cluster community. Cluster funds cannot be spent on alcohol or gift cards. Clusters with an overdrawn account at the end of their last term may have their Cluster Chair’s diploma withheld until the balance is paid, per direction of the Dean of Students.

Clubs

Clubs raise funds primarily through membership dues. Clubs occasionally carry a negative balance from year to year, and bringing the club back into financial compliance is the responsibility of the current executive board. Organizations with overdrawn accounts are subject to a freeze on activity by the Dean of Students.

Interest Groups

Please note, Interest Groups do not have a University spending account, and therefore do not charge dues, and cannot secure sponsorship or outside funding.

13 Spending Guidelines

Spending guidelines are set by Columbia University, and are intended to keep the University in compliance with 501c3 Tax Exempt status.

The meal spending guidelines are shown below, and indicate the per person maximums for each spending level. Nearly all club, cluster, and other organization spending falls in the “Basic” category, with possible “Medium” spending if a guest speaker or faculty member is involved in the event. Spending in the “High” category is extremely rare and typically involves hosting a C-suite guest, alumni event, or conference, and will require a written note of exception from the Dean of Students.

$100 $90 High

$75 Medium Basic $35 $50 $35 $25 $45 $15 $25 $25

Breakfast Lunch Reception Dinner

14 Vouchers

Vouchers are the best way to pay for any club, cluster, or other organization spending needs. The voucher system allows students to have vendors paid directly from their university account, rather than paying on a personal credit card and requesting a reimbursement. Vouchers are accepted by approved vendors who have signed contracts with the School and University to consider the voucher a form of payment. A complete list of approved vendors can be found starting on page 20 of this guide.

The approved vendor list includes catering companies, local restaurants, stationers, photographers, graphic designers, florists, merchandise companies, and more.

For more information on how to obtain a voucher, and to request a voucher for events, please visit the Office of Financial Planning, located in Uris 217. Please see a sample voucher on page 16.

15 Reimbursements

If a student is unable to use an approved vendor for their organization’s needs, under certain circumstances s/he may pay for the expense on a personal credit card and request reimbursement from the School. Please note, certain expenditures can never be reimbursed, these include: hard alcohol, gift cards, payment of consultants or a vendor without a University-signed contract, and others according to the guidelines of the Office of Financial Planning. To be certain your reimbursement request will be approved, it is best practice to consult with the Office of Financial Planning prior to making the expenditure.

In order to be reimbursed for an organization expense that was paid for on a personal credit card, the student will need to provide the following: an original itemized receipt, a copy of the card that they paid with, and a completed reimbursement form. If the receipt is missing, a Missing Receipt form will be required. Once the reimbursement form and all required documents have been compiled, the student will submit the documents to the Office of Financial Planning in Uris 217. Please note, reimbursement can take four to six weeks. If the reimbursement is approved, a check will be mailed to the students home mailing address, as listed in SSOL.

Please see a sample of the reimbursement form below. For a copy of the form and assistance filling it out, please see the Office of Financial Planning.

16 Contracts

For any off campus events or large scale catering requests, vendors frequently require a contract be signed and a deposit made to confirm the reservations. Please note, students cannot sign a contract under any circumstances. By signing a contract, the student takes on all legal and financial liability, and runs the risk of not being reimbursed by the University. All student events that require a contract and have more than 15 participants must have OSA approval before being processed by the Office of Financial Planning. Please contact your club advisor for the Event Authorization Form that must be completed and submitted to OSA for approval prior to the event.

In addition, hiring a consultant or service provider who is not already an approved vendor will require a contract. Examples of common consultant requests include: graphic designers, web designers, PR and marketing professionals, on-site trainers, and more. In order for the University to sign a contract with and pay the consultant, please see below the additional documentation that is required.

. Scope of work . Independent contractor verification worksheet . Online vendor qualification form . Completed and signed W-9 or W-8BEN Form . Resume, Curriculum Vitae, or company brochure . List of clients . Insurance

For any contract requests, please visit the Office of Financial Panning in Uris 217. Only representatives of the University Office of Procurement are authorized to sign a contract on behalf of Columbia University. This includes Terms & Conditions, Rental Agreements, Purchase Orders, Confirmation of Quotes, and more. Contracts are reviewed by the School’s general counsel, and can require up to four weeks for approval. The minimum timeframe to submit a contract before an event is 2 weeks. Please plan accordingly, and allow ample time for review and revisions.

Student Organizations cannot hire current students as consultants or service providers.

17

Approved Vendor List

18 Approved Vendors – Catering and Event Vendors

Name Description Phone Contact Street Address Website/Email Contact

21 Club Venue Capacity: 80 (212) 582-1400 21 West 52nd Street [email protected]

2296 Frederick www.starwoodhotels.com/alofthotels/p Douglass Boulevard Aloft Lounge & Bar, light food (212) 749-4000 roperty/dining/index.html?propertyID=3 (btw. 124th Street & 353 Nicholas Avenue)

The Ainsworth Venue Capacity: 40 (212) 741-0645 122 W 26th Street [email protected]

a Voce Venue Capacity: 40 (212) 823-2523 10 Columbus Circle [email protected]

Bar Boulud Venue Capacity: 50 (212) 595-0303 1900 [email protected]

BenchMarc/Landm Tribeca, Time Warner Venue Capacity: 22 (212) 625-8270 [email protected] arc Building

Benoit Restaurant Venue Capacity: 225 (646) 943-7373 60 W 55th Street [email protected]

Bernheim & 2911 Broadway (btw. Restaurant and bar (646) 795-5547 [email protected] Schwartz 113th & 114th Streets)

Between the Caterers and restaurant (212) 581-1189 145 W. 55th Street [email protected] Bread

Catering and restaurant, (212) 662-7600 1018 Amsterdam Bistro Ten 18 contemporary American, medium www.bistroten18.com (Craig or Jon) Avenue or high level spending event

restaurantinfo@thecentralparkboathou Boathouse Venue Capacity: 150 se.com

Bowlmor Lanes/300 New Venue Capacity: 200 222 W 44th Street [email protected] York

Breakfast and lunch catering, Columbia University - Brownie's Café (212) 865-6590 http://browniescafe.wordpress.com including boxed lunches Avery Hall

Buddakan Venue capacity: 600 (212) 989-6699 75 9th Avenue www.buddakannyc.com

Café Roma Pizza, Middle Eastern, Kosher (212) 875-8972 175 W. 91st Street

Full catering, including box 1135 Amsterdam Camille's lunches and breakfast or (212) 749-2428 http://camillesat116.com Avenue sandwich platters

Capitale Venue capacity: 700 (212) 334-5500 130 Bowery [email protected]

Carmine’s Venue capacity: 400 (212) 362-2200 2450 Broadway [email protected]

Century Event Space, venue capacity: 137-139 West 26th Centers/Helen (212) 243-6200 [email protected] 200 Street Mills

1215 Amsterdam Che Bella Italian food, pizza (212) 864-7300 www.chebellapizza.com Avenue

New York City landmark, Cipriani – Grand 89 E 42nd Street, West northern Italian cuisine, venue (212) 973-0999 [email protected] Central Balcony capacity: 850

Cipriani – Wall landmark, grand 55 Wall Street (btw. (212) 699-4099 [email protected] Street venue, venue capacity: 750 William & Hanover St)

19 Name Description Phone Contact Street Address Website/Email Contact

City Winery Venue Capacity: 25 (212) 608-0555 155 Varick Street [email protected]

Full catering, from breakfast Columbia Columbia University – platters to formal catering, also (212) 854-4663 www.columbia.edu/cu/catering University Lerner Hall offer beer and wine

Irish pub and restaurant; venue Coogan’s (212) 928-1234 4015 Broadway www.coogans.com capcity: 40

Grand Central, Times Innovative corporate conference Convene (855) 208-8969 Square, Midtown East, [email protected] center/meeting space Financial District

Costata Venue Capacity: 30 (212) 334-3320 206 Spring Street [email protected]

Crush Wine & (212) 980-Wine Beer and wine 153 E. 57th Street http://www.crushwineco.com Spirits (account #21648)

Italian restaurant, venue (212) 497-8090 85 10th Avenue [email protected] Del Posto capacity: 140

2884 Broadway (btw. Seasonal market; catering (212) 776-4047 https://www.diginn.com/catering/ Dig Inn 11th & 112th Streets)

Dinosaur Barbecued meats, comfort food (212) 694-1777 646 W. 131st Street www.dinosaurbarbque.com Bar-B-Que sides, hot catering

543 Clinton Street, Dish Food & Catering & hospitality company (347) 455-0077 [email protected] Events Brooklyn

Famous Famiglia Pizza, Italian food (212) 865-1234 2859 Broadway www.famousfamiglia.com

Gustavinos Venue capacity: 300 (212) 980-2711 409 E. 59th Street [email protected]

1129 Amsterdam Deli Sandwich platters (212) 749-8924 Avenue Havana Central Cuban cuisine (212) 398-7440 151 W. 46th Street www.havanacentral.com

Heartland Brewery Brew pub, venue capacity: 75 (212) 582-2057 *Multiple Locations [email protected]

Casual dinning, American cuisine, Heights Tavern (212) 740-5700 3910 Broadway Heightstavernnyc.com venue capacity: 200

Hill Country Barbeque, venue capacity: 200 (212) 255-4544 30 West 26th Street [email protected]

Rootop bar, nightclub and lounge, Hudson Terrace (212) 315-9400 621 W. 46th Street [email protected] venue capacity: 25

Indus Valley Indian cuisine (212) 222-9222 2636 Broadway www.indusvalleyusa.com

(212) 280-1850 International 2903 Broadway, at Beer and wine (Account www.international-wines-spirits.com Wines & Spirits 113th Street #302000015)

Kitchenette Casual dining, bakery and 1272 Amsterdam (212) 531-7600 www.kitchenetterestaurant.com Uptown catering Avenue

Kosher options for breakfast, Kosher Deluxe (212) 869-6699 10 W. 46th Street www.kosherdeluxe.com lunch, and dinner

Le Parker Meridien Venue capacity: 75 (212) 245-5000 119 W. 56th Street [email protected]

Marriott Marquis Event space, venue capcity: 300 (212) 398-1900 1535 Broadway [email protected]

20 Name Description Phone Contact Street Address Website/Email Contact

Mediterranean vegetarian 2047 Broadway (btw. Maoz Vegetarian (212) 222-6464 www.maozusa.com cuisine, gluten free falafel 70th & 71st streets)

2850 Broadway Burgers, salads, bar food. Best to Mels Burger (212) 865-7100 (between 110th and www.melsburgerbar.com eat in the restaurant 111th Streets)

(212) 665-9500 Milano Market Full catering, sandwich platters 2892 Broadway (account #109) Snacks, fruit, basic catering 2941 Broadway, at Morton Williams (212) 666-4190 www.mortonwilliams.com supplies, beer 115th Street

1239 Amsterdam Massawa Ethiopian cuisine (212) 663-0505 www.massawanyc.com Avenue

Deli, sandwiches, bagels, 2897 Broadway, at Nussbaum & Wu (212) 280-5344 http://nussbaumwu.com desserts, and bakery 113th Street

Sandwiches, salads, lunch 1231 Amsterdam Panino Sportivo (212) 662-2066 www.paninosportivo.com platters Avenue

Sophisticated restaurant and Pranna (212) 696-5700 79 Madison Avenue [email protected] lounge, venue capacity: 200

American cuisine, venue Rare Bar & Grill (212) 807-7272 152 W. 26th Street www.rarebarandgrill.com capacity: 60

Roti Roll Original Indian street food (212) 666-1500 994 Amsterdam Ave. http://bombayfrankie.com/

Sandwiches, salads, family style Savory (212) 757-6101 532 W. 46th Street http://www.savorynyc.com/ platters

Breakfast, lunch and full

Scholastic (212) 645-0328 [email protected] catering, including boxed lunches

Italian Restaurant, lunch, dinner, Serfina Harlem (212) 658-0226 1260 Amsterdam Ave. http://harlem.serafinarestaurant.com/ private events

Southern Barbeque restaurant, venue (212) 265-1000 645 9th Avenue [email protected] Hospitality BBQ capacity: 250

Lunch catering, sandwiches, 1090 Amsterdam Strokos (212) 666-2121 www.strokos.com salad, pizza Avenue

Full catering, sandwich platters, 1213 Amsterdam Subsconscious (212) 864-2720 www.subsconscious.com breakfast Avenue

Subway Sandwiches (212) 222-3853 578 W.125th Street sandwiches

The Parlour Sports bar (212) 580-8923 250 W. 86th Street www.theparlour.com

The Princeton Club Private club, event/meeting spae, (212) 596-1200 15 W. 43rd Street [email protected] of New York venue capacity: 180

Tribeca Grill Venue capacity: 60 (212) 941-3900 375 Greenwich Street [email protected]

Untamed 43 West 39th Street Sandwiches, plates, and soups (646) 669-9397 [email protected] Sandwiches New York, NY 10018

1024 Amsterdam V & T Pizza Pizza, Italian food (212) 663-1708 Avenue, btw 110th & www.vtpizzeriarestaurant.com 111th Streets

982 Amsterdam Village Pourhouse Sports bar (212) 979-2337 www.pourhousenyc.com Avenue

Virgil’s Barbeque, venue capacity: 250 (212) 921-9494 152 W. 44th Street www.virgilsbbq.com

21 Approved Vendors – Services and Merchandise

Contact Payment Description Name Phone Number E-mail Website Name Method

Balloons Balloon Saloon (212) 227-3838 [email protected] www.balloonsaloon.com Invoice

Branded Karla [email protected] Purchase 4lmprint, Inc. (866) 624-3694 www.4imprint.com Merchandise Kohlmann m Order

Branded Ad Image, Inc. (888) 473-3550 www.campustshirt.co Purchase Ben Markman [email protected] Merchandise (Campus Tshirt) ext.100 m Order

All American Branded [email protected] www.PromoCentral.co Purchase Advertising Jeffrey Rasof (847) 412-0800 Merchandise m m Order Specialties

Branded Balady Purchase Joanne Balady (973) 682-8440 [email protected] www.balady.com Merchandise Promotions Inc. Order

Branded Brancaster Amanda www.brancastermarke Purchase (203) 454-1150 brancaster@.com Merchandise Marketing Bodian ting.com Order

Consolidated Branded Charleen csmotrycz@cmsassocia www.cmsassociates.c Purchase Marketing (978) 658-5756 Merchandise Smotrycz tes.com om Order Services

Branded Milena http://www.csdesignw Purchase CS Design Works (212) 679-1212 Merchandise Buscaglia orks.com/ Order

Branded http://www.customink. Purhcase Custom Ink (800) 293-4232 [email protected] Merchandise com Order

Branded Geiger Collegiate Purchase Tina Moss (845) 354-5123 [email protected] Merchandise Promotions Order

Branded [email protected] www.thegraphicedge.c Purchase The Graphic Edge Mike Riddle (712) 792-7777 Merchandise m om Order

Branded Grossman bgrossman@grossman www.grossmanmarketi Purchase Ben Grossman (617) 591-2919 Merchandise Marketing marketing.com ng.com Order

Branded Halo Branded Purchase Lisa Mummert (707) 536-7849 http://www.halo.com/ Merchandise Solutions Order

Branded Howard Roe http://www.howardroe. Purchase Jerry Scher (201) 567-6300 Merchandise Company com Order

Branded Larick Associates, Purchase Nancy Larick (516) 883-1489 [email protected] www.larick.com Merchandise Inc. Order

Branded Logo Concepts, [email protected] Purchase Marcia Nozik (860) 233-8072 www.logoconcepts.net Merchandise Inc. t Order

Branded Max Purhcase Ellie Dvorkin (212) 692-9307 [email protected] http://maxmerch.com Merchandise Merchandising Order

Branded MRP Lawrence (914) 273-6200 [email protected] http://mrplawrence.co Purhcase Janet Bolen Merchandise Marketing x24 m m Order

Branded Premier Agendas, Kristin www.premieragendas. Purchase (800) 536-2959 [email protected] Merchandise Inc. Aamodt com Order

22 Contact Payment Description Name Phone Number E-mail Website Name Method

Branded Professional Vicki Purchase (201) 962-7730 [email protected] www.4procon.com Merchandise Concepts Reisbaum Order

Branded joanne@rjspromogroup. www.rjspromogroup.c Purchase RJS Promo Group Joanne Ulrich 516-932-8550 Merchandise com om Order

Branded Purchase Top of the World 800-896-8978 [email protected] www.towcaps.com Merchandise Order

Broadway Party Purchase Catering rentals (212) 269-2666 www.broadwaypartyrentals.com Rentals Order

Perform. Andre DJ DJ Kaos NYC (917) 207-6378 [email protected] www.djkaosnyc.net Artist Hinckson Agreement

Perform. [email protected] DJ Kenny Parker Kenny Parker (646) 342-3212 Artist

m Agreement

Perform. David Glukh Live Music David Glukh (646) 765-4699 [email protected] www.glukh.com Artist Enterprises Agreement

Sal (Account

Florist Academy Floral (212) 222-0771 [email protected] www.academyfloral.com Invoice #124692)

Florist Big Apple Florist Mike (212) 687-3434 www.bigappleflorist.com Invoice

Florist Tansey Design Bill Tansey (212) 594-2287 [email protected] www.tanseydesign.com Invoice

[email protected] http://jacksartframing.co Purchase Framing Jack’s Art Gallery (212) 749-5554 om m Order

Avenue Z Purchase Graphic Design (800) 408-0292 [email protected] www.avenuezgraphics.com Graphics Order

Purchase Graphic Design John Agnesini John Agnesini (917) 913-2986 [email protected] www.johnagnesini.com Order

Raisanen Creative Michael Purchase Graphic Design (646) 233-1020 [email protected] www.raisanencreative.com LLC Raisanen Order

Susan Purchase

Graphic Design Z to A Creative (352) 242-1414 [email protected] www.ztoacreative.com McLean Order

Group Mike Academy Bus (800) 442-7272 [email protected] www.academybus.com Invoice transportation Genovese

Group Omega Express (718) 858-8222 www.omegaexpressbus.com Invoice transportation LTD. (866) 663-4299

Large Event Island Purchase (516) 767-1234 www.islandphoto.com Photography Photography Order Purchase

Photographer Jon Roemer Jon Roemer (609) 279-1620 [email protected] http://jonroemer.com/ Order

Purchase Photographer Lynn Saville Lynn Saville [email protected] http://lynnsaville.com Order

23 Contact Payment Description Name Phone Number E-mail Website Name Method

Michael [email protected] www.michaelmkoehler.c Purchase Photographer Michael Koehler (267) 974-8072

Koehler om om Order

[email protected] www.studiosmithphoto. Purchase Photographer Studio Smith Leslye Smith (914) 939-6500

om com Order

Allied Printing & Dominic Purchase Printing (973) 227-0520 http://printallied.com/ Graphics Pascarella Order

(201) 569-3900 http://www.cantonepre Purchase Printing Cantone Press Paul Cabrera ext. 230 ss.com/ Order

Columbia www.columbia.edu/cu/

Printing University Print (212) 854-3233 [email protected] studentservices/printin IDI

Services g/

Purchase Printing Dolce Printing Joe Spina (201) 843-0400 Order

Purchase Printing Lane Press Kris Warnoff (800) 733-3740 Order

Howard http://www.maarprinti Purchase Printing Maar Printing (845) 454-6860 Gropper ng.com/ Order

Purchase Printing Phoenix Press Peter Parisi (203) 856-5555 Order

Purchase Printing Sandy Alexander Peter Stillo (973) 968-3301 Order

twan@unimacgraphics. http://www.unimacgra Purchase Printing Unimac Printing com phics.com/ Order

villagebroadway@villag www.villagecopier.com Purchase Printing Village Copier (212) 666-0600 egroup.com /retail.php Order

Stationery [email protected] Purchase

Alton Weekes Alton Weekes (888) 299-0526 www.altonweekes.com

Designer m Order

Ivy League [email protected] www.ivyleaguestation Supplies (212) 316-9741 Voucher Stationer m ers.com University www.universityhousew Supplies Hardware and (212) 662-2150 Invoice ares.com Housewares

Jack Silver Formal www.jacksilverformalw Tuxedos (212) 582-0202 Invoice Wear ear.com/frameset.htm

[email protected] Purchase

Videographer Joe Somodi Joe Somodi (212) 246-3874 www.joesomodi.com

m Order

24

Event & Conference Planning

25 Event Logistics

Events can be hosted by all club officers, interest group officers, Student Government leaders, Silfen board members, Sanford Bernstein Leadership & Ethics board members, and Cluster Representatives. Only students in these positions have the ability to reserve a room, publish an event, and market the event to their clusters or the student body.

Event Times

Events cannot conflict with the core class schedule, and therefore can be hosted during the following times:

Fall & Spring: Monday to Thursday: before 9:00 a.m. and after 5:45 p.m. Tuesday & Thursday: 12:30 p.m. – 2:00 p.m. (commonly called Club Time) Friday, Saturday, & Sunday: All day

Summer: Monday to Thursday: before 9:00 a.m., 1:30 – 2:30 p.m., and after 5:45 p.m. Friday, Saturday, & Sunday: All day

Board Meetings Clubs may host board meetings, of approximately 10 people, outside of the approved club times. The room request title and description must include “[Club Name] Board Meeting.” This arrangement is governed by the honor code, and if the club is found violating these parameters, they risk losing room booking privileges for the remainder of the year.

Blackout Periods Each semester there are blackout periods when events cannot be hosted. These include: core class time, study days, exam weeks, vacation days, school breaks, preceding Follies, and concurrent with the Columbia Community Conversation. Student organizations may hold events during the semester only when classes are in session; therefore, the last day of the semester for club and cluster activities in the last day of class. Club and cluster activities may resume the first day of class of the following semester. If you submit a request to host an event any time outside of the stated allowed scheduled, the request will be rejected.

School-Wide Events Proposal & Event Deadlines The Office of Student Affairs requires all students planning a school-wide event to submit an event proposal in order to strategically plan for community events throughout the year. Please contact your club advisor for further information.

Dean’s Requests

For flagship club events and high-profile speakers, club leaders may wish to request that a Dean welcome guests to the event or introduce the speaker. For all such requests, please submit to OSA upon the call for the upcoming semester’s requests. The Dean’s Office needs as much advance notice as possible for requests in order to get an event on the calendar.

26

Exception Requests

OSA will accept exception requests and review within 72 business hours. Requests should be sent to OSA advisor at least 2 weeks prior to the event and include a brief rationale for the exception and supporting documentation two weeks in advance.

27 Event Venues

Events can be held in a variety of locations across campus. Please see the below chart detailing which venues are free to reserve, which require a fee, who to contact for space reservations, and if there are any catering restrictions.

Free to Reserve Location Method to Reserve Contact Catering Requirements

Office of Student Affairs No restrictions, approved Uris Hall OrgSync club advisor vendor recommended

Office of Student Affairs No restrictions, approved Warren Hall OrgSync club advisor vendor recommended

Teachers College, Office of Student Affairs No restrictions, approved Grace Dodge Hall, OrgSync club advisor vendor recommended Rooms 363 & 457 Easiest through UEM, University Event Outdoor space http://uem.columbia.edu also available through Management (UEM) Sterling Affair

Fee to Reserve

Location Method to Reserve Contact Catering Requirements

*University Event www.italianacademy.colu Exclusive to Sterling Affair Management mbia.edu/rentals.html

University Event http://facultyhouse. Exclusive to their in-house Faculty House Management columbia.edu caterer

University Event Lerner Hall http://uem.columbia.edu Exclusive to UEM Management

UEM, or an outside caterer University Event Low Library http://uem.columbia.edu for an additional $10 per Management person fee Contact the Director of www.theriversidechurchny Exclusive to Madeline’s The Rental Property .org Catering & Special Events

Please note, the following rooms in Uris Hall are not wheelchair accessible: 140, 303, 326, and 330.*UEM Discounts: CBS students planning events at the Faculty House will receive a 22% discount, a 22% discount will be applied to UEM on all events outside of Lerner and a 20% discount at Lerner Hall with UEM. This discount applies to all food and beverage only. Please reach out to your club advisor with any questions.

28 Marketing an Event

Club and interest group officers can market an event through their organization’s OrgSync email list serve. Details regarding the OrgSync email system may be found on page 48 of this guide. Some organizations may still be using the Community mailing list system to market events as well. If that is the case, please ensure that the list is manually updated every time a member joins or resigns from the group, as the OrgSync and Community mailing list systems cannot talk to each other, and therefore the list is not automatically updated.

Student List Serves

For events that have broad appeal and to which clubs and interest groups would like to invite the whole student community, please use the Student Government blog, The Bottom Line.

Club events co-programmed with a school center, program, or department may send announcements through the community list serves.

Clubs are encouraged to advertise their events through Uris Lobby Screen ADs, tabling during club hours, and Facebook and OrgSync club pages.

Printed Material

Club and interest groups interested in printed marketing material can coordinate printing with Columbia University Print Services, or any of the other printers listed in the approved vendor list. Please refer to Logo Use for more information on printing with the Columbia Business School logo. Printed materials may be displayed in the Uris Hall stair ways and locker areas.

Branded Banners

The Office of Student Affairs offers student organizations the option of borrowing branded podium and table banners for flagship events. Clubs and other ganizations may sign out banners 24-hours prior to their event in Uris 105.

Speaker Gifts

Student organizations may purchase branded merchandise as speaker gifts from the Columbia University bookstore or online at the CBS gearstore: https://gear.gsb.columbia.edu/.

The Office of External Relations and Development offers speaker gifts free of charge for alumni speakers for up to two club events per semester. To obtain speaker gifts for alumni, clubs and organizations can reach out to [email protected].

*Please note, speaker gifts should not exceed $75 per person.

29 Alcohol Policy

Columbia Business School permits the service of beer and wine (and beer and wine-based beverages) at school or student organization-sponsored events with the use of club or organization funds, providing the following guidelines are met:

. All spending must fall within the Columbia Business School guidelines for meals and events . Clusters may not use their school provided funds on alcohol . All guests at an event where beer and wine are served must be able to show proof of age 21; anyone unable to provide proof of age must leave the event immediately . No alcohol may be served before 5:45pm . Food and non-alcoholic beverages must be supplied when alcohol is being served. Events should be educational, cultural or social in nature. Drinking should not be the primary purpose of the event . All events at which food or beverages are served must include cleaning services after the event . Any event in Uris or Warren Halls with more than 15 attendees and with alcohol service may require an officer from the Department of Public Safety to be in attendance. Any event outside of Uris Hall but on campus, regardless of the number of attendees, is eligible to qualify for public safety patrol at the organization’s cost. All events of this nature should be discussed with an advisor in the Office of Student Affairs in advance to determine need. Fees are associated with Public Safety patrol . Club and cluster-sponsored happy hour events are not allowed in Uris or Warren Halls. Clubs and clusters wishing to host happy hours, or pre-happy hour events on Thursday night may go to an off- campus venue and have members pay with their own funds. As a reminder, cluster funds may not be spent on alcohol . There may be no games of chance, drinking games, contests, “happy hours,” or other activities that induce, encourage or result in the consumption of alcohol . All events that include the service of alcohol must be properly registered in OrgSync - this includes denoting that alcohol will be served where prompted . No alcohol may be served to a person who is disorderly

Policy on Hard Alcohol

. No student organization may allocate or spend any club/organization funds on hard alcohol without prior written permission from the Dean of Students . Events that may qualify for exception to the hard alcohol policy include Student Government- sponsored formal events and professional conferences. Student groups that wish to apply for exception must do so in writing to the Dean of Students. Events that have been approved to use club and organization funds for hard alcohol in the past must reapply for permission for every new event . Off-campus events hosted by student organizations may offer a cash bar for hard alcohol

30 Club Fundraising

The primary source of club funds comes from membership dues. In addition to dues, clubs have a few options to raise funds for either a specific initiative, or general club use.

Phonathons

The Office of External Relations & Development hosts phonathons a few times a year. Phonathons are a great way to raise money for student clubs while connecting with alumni. Clubs will receive $100 for each student who participates during the club’s chosen calling night, and the calls help the Development office increase alumni participation in the Columbia Business Fund and the EMBA Fund, which directly impacts the student experience.

Corporate Sponsorship

Clubs that host annual conferences or other large scale signature events often request sponsorship from companies to fund the projects. Corporate Relations, a division of the Office of External Relations & Development, can assist clubs interested in obtaining corporate sponsorship. There is a formal process for obtaining corporate sponsorship, which includes communicating with Corporate Relations before any outreach is initiated to potential sponsors, developing a sponsorship pitch book, and submitting all required documentation for tax reporting purposes. Please reach out to your advisor in the Office of Student Affairs to learn more about the sponsorship process and for contact information for the Corporate Relations team. To contact the Corporate Relations team, please contact [email protected].

31 Logo Use

The Office of Marketing and Communications works to ensure a consistent look, feel, message, and tone across all communications at the School. This work, done in close partnership with all School Centers, divisions, and departments contributes to a comprehensive brand identity.

Official representations of Columbia Business School capture its diversity, richness, and leadership through careful and consistent use of its logo, sophisticated designs, a vibrant color palette, and carefully chosen imagery. Members of Columbia Business School’s community contribute to the School’s success daily by supporting and reinforcing the School’s identity.

The icon and the wordmark together constitute the School’s visual logo and, as such, are never separated, distorted, or proportionally altered when used as a logo treatment. The logo can be used in two configurations—a one-line, or horizontal, and stacked, or vertical—depending on space availability or restrictions. The primary configuration (“one-line”) is the default; the secondary configuration may be used only if horizontal space is limited. All uses of the stacked configuration need prior approval from Marketing and Communications.

The logo should always be placed in the upper left corner, regardless of the size or orientation of the material being produced. This rule applies to all types of materials, from letterhead to brochures.

Select vendors are approved to reproduce the Columbia Business School logo, and should be used any time a student group wishes to print or purchase products that include the logo. Please see the complete list of approved vendors on page 18. Your advisor can also provide a detailed brochure regarding the correct logo use from the Office of Marketing and Communications.

Configuration

32

Colors

33 Incorect Use

34 Common Event Types

The best-planned events address the needs of your club. Be in tune with your membership by evaluating different programming needs and opportunities with your board. Some ways to gauge membership interest are through polls, focus groups, and surveys of your membership. Year to year, the event format that is right for your organization may change, as may the resources available to you, including your budget. Clubs are required to hold at least three programs or events per year. Any time that you plan to invite corporate or alumni partners to an event, first meet with the Office of Student Affairs to discuss. Typical events include brown bag lunches, panel discussions, site visits, networking events, or community service events. Please see below for detailed descriptions of possible club events.

Panel Discussion

A panel discussion should focus on an industry and topic relevant to the interests of your club members. Panels typically consist of thought-provoking discussion among 3-5 panelists who have expertise in a field or topic. Members of the faculty can be excellent resources to support and develop panels.

Networking Event

Networking events, where corporate and alumni partners are a large constituency, work well as an evening event. A typical networking event includes brief remarks by a speaker and an opportunity for students, speakers, and participants to talk and get to know each other over beverages and light hors d'oeuvres. Networking events should be about two to three hours long and can be fairly low budget. This format works well for clubs planning events early in the term for networking and recruiting purposes.

Alumni Event

Alumni events tend to be annual events and typically occur in the evening to accommodate alumni schedules. The format varies depending on the industry and the size of alumni network. For some student clubs, the alumni network is a vibrant and active community that plays a critical in planning the event. It can take a club many months to organize such an event, so it's important to start early. An alumni event requires strong partnership with the Office of Alumni Relations. Student organizers should reach out to the office via the main Alumni Relations email address, [email protected], as early in the planning process as possible.

Speaker Series

Many clubs coordinate speaker series to capitalize on corporate or alumni relationships in a manageable, shorter event format. Student clubs invite CEOs or senior business leaders to campus to address groups of students ranging from 25 to 300 guests. Students will work closely with External Relations and Development and the Office of Student Affairs to coordinate all aspects of the event, from the original invitation to a reception that may accompany the lecture. In addition to club speakers, the Silfen Leadership Series and Sanford Bernstein Leadership & Ethics board host renowned C-Suite speaker events several times each semester that all MBA students are invited to attend. Students interested in hosting speakers on campus should contact [email protected] as soon as possible to begin the planning process; invitations to speakers should not be extended without first being cleared.

35 Half Day Symposium

A symposium is a great option for clubs seeking to host a signature annual event without the exhaustive work and high cost of a full-day conference. Symposia work well for 100 to 250 guests and, like conferences, are both educational and industry specific. Symposia typically include a keynote and/or two to three industry specific panels and a meal, either breakfast, lunch or dinner and a wine reception depending on the time of day. Symposia require at least one semester's advance planning and a large VP and AVP event dedicated group. Before a club begins to plan a symposium, the club leaders must first meet with the Office of Student Affairs.

Conference

A conference is a large-scale event typically hosting over 250 guests. Conferences are educational and professional events, and all guests should come away with a deeper knowledge and understanding of the industry being discussed. Panels and keynotes should be relevant to the working professionals in the room, and benefit their professional development, as much or more than the MBA student attendees. Conferences include several themed panels, one or two keynote speakers, lunch, coffee breaks, and networking sessions. Depending on the budget, many conferences also choose to include a closing networking reception. Due to the size and scope of a conference, planning must occur at least eight months in advance of the conference date, and in close conjunction with the Office of Student Affairs and the Office of External Relations & Development. For questions or further information please contact the multi-office conference advising team at [email protected].

36 Conference Planning

Conference Advising Team

The Conference Advising Team is composed of team members representing the Office of Student Affairs and the Office of External Relations & Development, which includes Corporate and Alumni Relations, who work in tandem with student leaders to ensure a successful conference. This team provides support through advisement regarding logistics, alumni outreach, and sponsorship planning and solicitation. The conference advising team staffs a table during club time on Thursday in the Uris lobby throughout the year. To reach the conference advising team, please email [email protected].

37 Conference Planning Timeline

The earlier club leaders and VPs are able to begin conference planning, the better, as these major events require a tremendous number of planning hours and regular conference board meetings. Please see below for a suggested timeline for planning that outlines the basic and required steps. Please note, this is intended as a basic guide for clubs to fill in the details, and is not a comprehensive list.

April . Club Officer Elections, VP(s) of Conference selected . Fall conferences: Former VP(s) of Conference to exhaustively brief the newly elected board on the event, including challenges, lessons learned, successes, and all transitional and planning documents . Conference Advising team introductory meetings with VP(s) of Conference

May . Conference Advising team introductory meetings with VP(s) Conference . Conference Advising team compiles all tentative and confirmed conference dates . Spring Conferences: Former VP of Conference to exhaustively brief the newly elected board on the event, including challenges, lessons learned, successes, and all transitional and planning documents . Spring Conferences: Discuss ideal dates and locations

June & July . Conference Advising team planning meetings with VP(s) of Conference for fall conferences . Fall conferences: Confirm location, begin planning logistics . Fall conferences: Submit initial speaker approval documents . Fall conferences: Submit pitch book and sponsorship levels . Spring conferences: Submit pitch book and sponsorship levels (companies allocate their budgets at this time of year, and therefore Spring conferences must begin sponsorship outreach early or risk missing out on the opportunity)

August . Fall conferences: Continue logistics planning, contract submissions . Fall conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Fall conferences: Continue sponsor outreach . Spring conferences: Decide on conference theme

September . Fall conferences: Continue logistics planning, contract submissions . Fall conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Fall conferences: Finalize sponsorship outreach . Spring conferences: Finalize sponsorship outreach

October . Fall conferences: Continue logistics planning, contract submissions . Fall conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Fall conferences: Submit a draft of the program to the Conference Advising team for approval . Spring conferences: Continue logistics planning, draft day of schedule and speaker lists 38 . Conference Advising team planning meetings with VP(s) Conference for spring conferences

November . Spring conferences: Confirm location, continue planning logistics . Spring conferences: Submit initial speaker approval documents . Spring conferences: Confirm sponsor packages . Conference Advising team planning meetings with VP(s) Conference for spring conferences . Conference Advising team schedules debrief meetings with all fall conferences

December . Fall conferences: Conduct debrief meeting with conference advising team . Fall conferences: Prepare transition documents and conference best practices for future VP(s) of Conference . Spring conferences: Develop a contingency plan for the winter break so work does not come to a halt

January . Spring conferences: Continue logistics planning, contract submissions . Spring conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Refer to contingency plan to continue the planning process over the winter break

February . Spring conferences: Continue logistics planning, contract submissions . Spring conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Spring conferences: Submit a draft of the program to the Conference Advising team for approval . Fall conferences: Discuss ideal dates and locations . Fall conferences: Decide on conference theme

March . Conference Advising team to schedule debrief meetings with all completed spring conferences . Fall conferences: Continue logistics planning, draft day of schedule and speaker lists

April . Spring conferences: Continue logistics planning, contract submissions . Spring conferences: Provide ongoing feedback regarding speaker vetting and new speaker submissions . Spring conferences: Finalize transition documents and conference best practices for the newly elected VP(s) of Conference . Spring conferences: Conduct debrief meeting with conference advising team . Fall conferences: Finalize transition documents and conference best practices for the newly elected VP(s) of Conference . Conference Advising team to obtain conference evaluations and feedback from all VPs of Conference

39 Conferences: Working with External Relations

Alumni Relations, housed in the Office of External Relations & Development, assists clubs in identifying potential speakers and panelists for club events, including conferences, panels, speaker series, and more. There is a formal process prior to clubs contacting prospective speakers, both alumni and non-alumni, which is managed by Alumni Relations.

The office also assists by generating alumni contact lists to facilitate alumni outreach and attendance at club events, providing templates for event invitations and speaker outreach, and assisting clubs in promoting events to the alumni community. All prospective speaker outreach, event invitations, and conference programs must be approved before a club reaches out to prospective speakers, invites alumni to a club event, or goes to print on conference programs. Please ask your advisor in the Office of Student Affairs for contact information.

Speaker Outreach Best-Practices

. All prospective conference speakers, alumni and non-alumni, must be vetted through External Relations prior to outreach. . External Relations will approve speaker requests and provide contact information or facilitate an invitation where possible; in addition, External Relations can suggest prospective alumni speakers for conference keynote and panelist slots, depending on the needs of the conference. . Keynote speaker outreach should begin 6 – 8 months prior to the conference; all speakers should be secured at least one month before the conference in order to allow sufficient time to extend invitations and secure prominent speakers. Keynote invitations must be proofed and approved by External Relations prior to being extended. Please allow 48 hours for approval. . Only one invitation can be extended per open speaking slot and External Relations should be notified of speaker responses as they are received.

Alumni Outreach & Marketing Best-Practices

. External Relations can assist with marketing your conference to the alumni community through the bi-monthly alumni newsletter, the official Columbia Business School Alumni LinkedIn group, and alumni discussion boards. . Student groups can also request a list of conference-affiliated alumni and may promote the conference through three emails to that group, maximum, including a save the date email. . External Relations will include the conference on the alumni calendar and will send out one additional invitation to the Board of Overseers members and special targeted alumni. . Communications to the alumni community must be proofed and approved by External Relations prior being sent. Please allow 72 hours for approval. . Conference programs must be proofed and approved by External Relations and the Office of Student Affairs prior to going to print; all alumni must be designated with their class year (e.g. ’67) in all printed materials. Please allow 72 hours for approval.

40 Conferences: Sponsorship and Follow Up Best Practices

Corporate Relations, housed in the Office of External Relations & Development, assists clubs interested in obtaining corporate sponsorship for conferences or other large-scale signature events. There is a formal process for obtaining corporate sponsorship, which includes communicating with Corporate Relations before any outreach is initiated to potential sponsors.

Corporate Relations is able to provide clubs with company contact information, samples of sponsorship outreach letters, corporate speaker solicitation letters, and information about past sponsorship and donations. Once a club has secured a sponsorship pledge, Corporate Relations must invoice all committed donors. Sponsorship funds are then deposited directly into the club’s University spending account, and must be spent on the event the funds were requested for. Please ask your advisor in the Office of Student Affairs for the Corporate Relations team contact information.

Sponsorship Best-Practices

. Students must receive approval from the School to contact a company for sponsorship. Club leaders who intend to request sponsorship funds should make an appointment with Corporate Relations to discuss a fundraising strategy as soon after they are elected as possible. . Clubs should appoint one VP liaison from the club to work directly with Corporate Relations for all sponsorship outreach. Typically, this is the VP of Corporate Relations, VP of Finance, VP of Conference, VP of Corporate Outreach, or President. . Once a company has committed to providing sponsorship, club officers are not responsible for collecting funds. This process will be managed by Corporate Relations. However, to operate effectively Corporate Relations will require regular updates on outreach status and invoice issues.

At the conclusion of each conference, conference organizers should review the bellow best practices to ensure conferences follow-up is complete.

Follow Up Best-Practices

. VP Conferences should send appropriate messaging and thank you notes to speakers, notable guests, sponsors, and different individuals who have helped to make the conference a success. Students can work with the Office of Student Affairs to obtain speaker gifts for conference speakers. Please contact your advisor to coordinate any speaker gifts you might need. Be sure to return any sponsor or speaker’s presentation material via mail, FedEx, or UPS. . Conference organizers must return all branded material, including podium banners and table banners to the Office of Student Affairs. . Students should also submit a final list of speakers and attendees and a final program to the Conference Advising Team. All lists can be sent to [email protected]. . Conference organizers will complete a thorough assessment of the conference and conference planning, including financial statements, and compile information and transitional documents for future conference planner. . Meet with the club’s advisor to review conference transitional documents.

41

Major Events with Student Participants

Student Travel

42 Student Travel

Columbia Business School clubs and organizations are presented with many opportunities to travel, immerse themselves in a new environment, and apply theories to practice in a way that compliments classroom learning. Travel involves risks that may affect personal safety and well-being.

Designed to protect the health and safety of all traveling students, faculty, and staff, the travel policy applies to all school-sponsored domestic and international travel including travel for classes, clubs, clusters, Chazen travel programs, Career Management treks, and Pangea/Microlumbia. The tools provided help to ensure a consistent message to all travelers and create a platform to share accurate logistical information in the case of an emergency.

Guidelines for Student Travel

Student clubs and organizations planning a trip should notify their club advisor about pending travel as soon as the travel opportunity is presented. Two weeks to one month from travel, the trip coordinator should present the club or organization’s advisor with a travel itinerary, list of student participants, and emergency contact information. Each participant must complete and sign the approved travel waiver.

Trip organizers should meet with their club or organization advisor to review the risk management procedures one week prior to travel.

University Approved Travel Agencies

Columbia Business School has two approved travel agencies: Valerie WilsonTravel & Fox Travel and Tours. Student clubs and organizations planning to book flights for trip should contact the Financial Planning Office for further assistance.

Business/First Class Travel and Hotels

• First Class air travel is not allowed. • Business air travel is usually not allowed by Columbia University. • Travelers must purchase the lowest available airfare when traveling on University business. This means the lowest coach airfare, which does not include a full coach class ticket with an automatic upgrade. • Any Business or First Class travel requests, including upgrade fees, must receive advance written approval in order to be reimbursed. Business or First Class is never allowed for trips less than 5 hours. • EMBA needs to provide exception memo for Business class travel • Hotel limits per night will be enforced at $350 domestic & $400 international. • All expenditures that are not in compliance with University policy and thresholds, require a formal written exception request approved by a Senior Officer for documentation and evaluation of approval by Accounts Payable • This is a request, not a guarantee • For guidance or when in doubt as to whether a cost is allowable, where possible, contact FPO prior to incurring expenditure or prior to submission for reimbursement

43

BUSINESS PURPOSE

• Written specific and detailed explanation of valid business purpose must be documented • Conference agenda, flyer, registration form, or schedule of events needs to be provided • What did you do + who did you do it with + where did you do it + when did you do it + why is it CU business + how did you do it.

Guidelines for Student Travel on Travel to Countries on U.S. State Department Travel Warning List

For countries or regions highlighted on the U.S. State Department Travel Warning list, http://travel.state.gov/travel/cis_pa_tw/tw/tw_1764.html, prior approval is required from the Dean’s Office before offering the program. Student clubs and organizations should coordinate approval through their club or organization’s advisor, up to eight weeks prior to travel. If approved, traveling participants should be made aware of the warning, and advised on proper safety precautions.

Trip organizers should refrain from extensive planning prior to receiving approval. Once approval is obtained, travel organizers should move forward with planning. Two weeks to one month from travel, the trip coordinator should present the club or organization’s advisor with a travel itinerary, list of student participants, and emergency contact information. Each participant should complete and sign the approved travel waiver.

Trip organizers should meet with their club or organization advisor to review the risk management procedures one week prior to travel.

44

OrgSync

45 OrgSync Overview

OrgSync is the club portal system used by Columbia Business School. Students are able to join clubs, view the events calendar, register for events, and more through the OrgSync portal. Club leaders have administrative rights for their club pages and can approve membership, send club emails, track event participation, conduct VP and AVP elections, host photo albums, oversee financial transactions, manage the website, store important club documents, and more.

46 Officer Status

After an election, the current executive board is responsible for designating the new VPs and/or AVPs with officer status.

How to Give Officer Status

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Click “People” on the menu bar 6. Search for the appropriate member in the search box in the left-side bar 7. Click on the person’s name 8. Add the appropriate position title 9. Click “Permissions” 10. Click the checkboxes to afford permissions. If the user already has administrative access, the checkboxes will be greyed out. 11. A pop up window will appear to notify you that the student will receive an email regarding their new Officer status. Choose to continue or cancel the action 12. The new officer will now appear in the “Administrators” category in the “People” Search Bar. They will have administrative rights for the group, and be able to book rooms, manage events, and more

47 Create an Event

All events hosted by student organizations, faculty, and administration must be booked through the OrgSync system. Rooms in Uris and Warren book up quickly, particularly during Club Time. Events should be booked as far in advance as possible, to allow student participants to note the event on their calendar, and to allow event organizers plenty of time to plan.

Once a student organization decides to host an event, finding a room is the next important step. OrgSync is a “Room Finder” portal, which allows students to view room availability by date, and then by floor in Uris and Warren. The capacity for each room is noted under the room number. Please plan appropriately for your event: do not book Uris 301 for a 10 person executive board meeting, or Warren 307 for a C-Suite speaker that is open to the entire student body.

Once you have a room selected, it is time to create an event.

How to Submit an Event Request

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Once the group homepage appears, click “Events” in the top menu bar 6. Click “Create an Event” on the left side of the page 7. Fill in the relevant details for the name, event type, description, etc. 8. Please be certain to add at least “15” minutes in the set-up time box. Not inputting at least 15 will mean that your reservation will not be approved 9. Click “Choose Space” 10. The rooms in Uris, Warren, and Grace Dodge Halls will populate, and those with a green check mark next to them are available to reserve. Select the room y ou would like to reserve 11. After filling the RSVP and display options, click “Create Event” 12. Select the appropriate boxes for the Operations Needs. Please note, if your event includes food and/or alcohol, you must check the appropriate boxes. Additional cleaning charges may apply if the room is not left in a state that is appropriate for a class to take place 13. Once you have finished the form, click “Continue” 14. Confirm your request includes the appropriate information and is ready for submission by clicking “Finish” 15. The event will then be submitted for approval. This process can take up to 72 business hours. If your event is rejected, the most likely reason is timing. An event will be rejected if it falls outside of the approved event hours or occurs on a black out date. *You will receive 2 emails upon event submission. One email immediately confirming submission. A subsequent email will confirm the reservation.

For additional resource documentation on ‘How to Create Events’ in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

48 Promote an Event

OrgSync allows students to easily promote an event both to their internal membership base and the whole student body. To promote the event to organization members, please follow the below instructions.

How to Promote an Event to Organization Members

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Once the group homepage appears, click “Events” in the top menu bar 6. Click “Events” on the menu bar 7. Select the event you with to promote from the drop down events list 8. Once in the event page, click “Invite” at the top right side of the page. Please note you will need to be an event administrator to invite members 9. In the pop-up notification, you can either select individual members or groups through the “list” tab. You can look at the running list of invitees on the “selected” tab 10. Provide a custom message in the “message” box in the pop-up notification. The invite will populate as an OrgSync message as well as an email notification, and include the event details and custom message 11. Click “Send Invite” button to send the email. You should receive a “success” notification at the top of the page when it goes through 12. You can review RSVPs in the event’s RSVP section. From the pop up, select the “not responded” tab to send a follow up invite reminder. Event invitations can only be sent to the same user once every three days. This option will not be available if it has been sooner than three days

For additional resource documentation on ‘How to Promote Events’ in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

49 Send an Email

The email function of OrgSync is designed to easily allow organization leaders to communicate with particular members of the group, imbed event details and an RSVP link, and manage the email stats.

How to Send an Email

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Once the group homepage appears, click “more” in the top menu bar, and then “messaging” from the drop down options 6. From this page, you can create custom email lists 7. In the email list module, you will see existing email lists as well as the “Create Email List” option in the top right corner of the page 8. Select email list to then begin to confirm the desired recipients of your email message 9. Recipients can be either subgroups or individual club members, and/or contact book entries. Once you have selected your intended recipients, click “submit” 10. Find the email recipient list and click “send message” to the right of the appropriate recipient list 11. Compose email 12. Click “Send Message” 13. The “Sent Message” page will then appear for review. If the message features “not sent yet”, this means the OrgSync servers are processing the message, and it will be distributed shortly

For additional resource documentation on ‘How to Send Emails” in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

50 Club Joining Process

Student are able to join clubs beginning on the first day of class after Club Week. In order to join a club, students should follow the below instructions:

How to Join a Club

1. Navigate to https://www6.gsb.columbia.edu/clubform/. 2. Sign in with your CBS login information 3. Login using your Lifetime ID 4. To learn more about a club, click on its Mission link. Click on the club's name or on the Web Site link to go to the club's web site. For clubs without a web site, the link will take you to the club's OrgSync portal. Where available, you can use the Email link to contact the club's officers. 5. When you have found a club that you wish to join, click its check box. From the drop-down menu, select the membership duration for which you wish to join. Generally, you would select the duration as follows: * First-year students who joined CBS in September choose either September 1 year or September 2 years. * First-year students who joined CBS in January choose either January 1 year or January 2 years. * Second-year students who joined CBS in September choose September 1 year. * Second-year students who joined CBS in January choose January 1 year.

6. Continue this process for as many clubs as you wish to join. If a club displays "Joined" instead of a check box, you are already an active member of that club. If a club shows "Closed" in place of a check box, the club has special requirements for joining. Please contact the club's officers or the Office of Student Affairs for details. 7. After checking all desired clubs and selecting the membership durations, click the Join button.

For additional resource documentation on ‘How to Join a Club” in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

Students who wish to join a club after the Joining Period must receive approval from the club presidents. Once approval is obtained, students should contact Sharlette Carey in the Financial Planning Office to pay club dues by cash or check. Once payment is confirmed, please reach out to the club advisor so the student can be added to the appropriate OrgSync page.

51 Payments & Refunds

To collect payment for a ticketed event, a payment form must be set up before creating an event.

How to Set up a Payment Form

1. Navigate to https://orgsync.com/login/columbia-business-school. 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on "My Memberships" (crowd icon) on the upper right, then click on the name of the organization for which you wish to create an event. If you do not see the organization listed, click on "All Memberships" at the bottom of the "My Memberships" drop-down list, then click on your organization. 5. Click on "Events" below your organization's name. (If you do not see Events, click on More".) On the right side of the "Upcoming Events Page", click on "Event Forms". Do not click directly on the Forms tool on your portal’s toolbar. Forms created there cannot be attached to events. 6. On the "Event Forms" page, you will see a form called "CBS Event Ticket Payment Form Template" with an umbrella icon. This form will serve as a template for you to specify the ticket pricing for your event. 7. Click on the wrench icon to the right of "CBS Event Ticket Payment Form Template" and select "Duplicate". OrgSync will open a copy of the form template. 8. As you edit the form, you may want to click the "Save" button from time to time to ensure that your work is not lost. If you navigate away from the form without saving, your work will be lost. 9. Change the "Form Name" (the first field) to something easy to find later. You'll need to remember the form name to attach it to your event. 10. The ticket types given in the template are just examples. Click the "Edit" button to adjust an example to fit your needs. Adjust the Item Name and Item Price to match the ticket pricing for your event. Optionally, you can provide an explanation or clarification by clicking on the Instructions check box and entering filling in the text box. 11. The Default Quantity is not the number of tickets that you wish to sell. It is the number of tickets that an individual will purchase by default. If you have only one ticket type, you can enter 1 here. If you have multiple ticket types, it is best to leave the default quantity as 0 and let the buyer decide which type they will buy. 12. Although you can create ticket types labeled “Members Only”, “CBS Students”, or “First-Year Students” (as examples), OrgSync does not offer a way to enforce that only people in the target population can buy the given ticket type. 13. When you have finished your edits to a ticket type, click the "Done" button. Clicking “Done” will save the changes to the ticket type, but not the entire form. Be sure to click the “Save” button toward the top of the screen.

You can find additional information regarding OrgSync forms at https://help.orgsync.com/hc/en- us/articles/203702216-Forms-Walkthrough.

52

Payments, & Refunds

Refund Requests

When a student club member requests a refund for club membership or anyone requests a refund for event tickets (or merchandise), the club officers and department administrators (that is, anyone in the organization's Administrators group and Finance group) will receive an email detailing the request. The email will include a link to https://www6.gsb.columbia.edu/clubform/admin.cfm, which lists transactions for the clubs and departments that you are an administrator of. While both club officers and department administrators receive the refund notifications, it is the club’s responsibility to review and respond (approve/deny) to refunds via the link sent in the email notification. Please follow the below instructions to approve/reject refunds:

1. Use the search field near the top of the page to quickly find the transaction (for example, by the person's name or by the name of the event). 2. When you find the transaction to be refunded, enter a comment (which will be seen both by the student and by FPO) and click the Approve / Reject Refund button. By default, the "Approve Refund?" question has been set to "Yes". To deny the refund, change the answer to "No" before clicking the button. 3. Club officers in the Administrator and Finance groups, as well as department administrators can initiate refund requests from the Admin Interface page. This feature is most typically used when a guest outside the CBS community has purchased an event ticket and wants a refund. Guests cannot access the "Your OrgSync Payments" page, because they do not have CBS single-sign on accounts. They have been instructed to email club officers to request a refund. 4. To initiate the refund, go to https://www6.gsb.columbia.edu/clubform/admin.cfm. Search for the transaction to be refunded (using the search field near the top of the page, for example). The Refund Status column will be blank, and instead of asking whether you approve, the form will ask for a "Refund Justification Comment". Fill in the text box, then click Request Refund. An email will go to FPO requesting that they process the request.

All refund requests must be approved or rejected within 30 days of the original refund request. As such, if a club officer does not approve or deny a request within this time period, an OSA administrator will have the right to make the approval determination.

For additional resource documentation on ‘How to approve a refund” in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

53 Elections

General Elections, which are used to elect candidates based on a majority vote, must be conducted through the OrgSync system. This ensures the information is equitably distributed to organization members, and allows for anonymity in the voting process.

Requirements for a General Election

. Election announcement must be sent to all club members to solicit candidate interest . Election must be conducted anonymously through OrgSync . Candidate statements must be posted on OrgSync . The election poll must be open for a minimum of 72 hours and winners announced within 24 hours of the poll closing

Best Practices for a General Election

. Hold a club meeting for candidates to make speeches regarding their qualifications . Hold cascading elections. Start with the presidential election, follow with other position elections once the results are know

How to Create an Election

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Once the group homepage appears, click “more” in the top menu bar, and then “polls” from the drop down options 6. Click “Create Poll” on upper right side of page 7. Submit the question in the top question box, and please include voting instructions. 8. Input candidates in the “Answer Choices” box. 9. Choose the appropriate settings – only one answer permitted, and hide results for non-admins. 10. IMPORTANT: Indicate the poll date range. 11. Click “Create Poll”

For additional resource documentation on polls in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

54 Websites

Each student organization is provided with a website through the OrgSync platform. If a club or organization hosts an outside website, the organization may choose if they wish to continue working with the outside vendor, of switch to the internal system. As long as the outside website has updated information, there is no reason why the organization must switch, it is a choice for the executive board to make.

The advantage of working with the OrgSync website is that the officer information, events, and contact information auto-populate. This ensures that information is always up to date, and removes the significant barriers to maintenance that many new executive board experience each year with website updates.

How to View and Update an OrgSync Website

1. Navigate to https://orgsync.com/login/columbia-business-school 2. Click “Sign in with Campus ID” 3. Login using your Lifetime ID 4. Click on the “My Memberships” in the top menu bar. Select your group from the drop down bar 5. Once the group homepage appears, click “more” in the top menu bar, and then “website” from the drop down options 6. To view the current website, click on the green button at the top right that says “View Your Website” 7. To edit the website, use the Website Builder tool bar a. Click on “edit” next to the page you wish to change in the page list in the center of the page

For additional resource documentation on editing websites in OrgSync, please visit the school’s Event Management System website: ems.gsb.columbia.edu

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Student Organizations

56 Student Organizations Overview

Student groups at Columbia Business School provide a rich and varied complement to academic life. The Office of Student Affairs works with all student organizations, including the Student Government, to support student leaders, ensure successful events, and meet organizational goals. A list of all the student organizations at Columbia Business School can be found at http://www8.gsb.columbia.edu/programs- admissions/mba/student-life/student-organizations/clubs. Please note, interests groups are indicated with an asterisk(*) after their name.

57 Athletic Groups

Columbia Basketball Club

The Columbia Basketball Club strengthens students’ athletic spirit with consistent and competitive basketball. The club welcomes members of all skill levels, and hosts regular games, tournaments, and clinics.

Columbia Surf Club The Columbia Surf Club welcomes members with all levels of experience to enjoy the surf culture through various outings, both internationally and in the New York area.

Cycling Club* The cycling club hosts rides to promote bicycling as a safe, efficient and convenient mode of transportations. Through rides for all levels, there is an outing suited for all members.

Football Club While American members call the sport soccer, true fans know the sport only as Football. The club organizes regular games for members, and enjoys watching matches as a group.

Golf Club The Golf Club enables students, professors, and alumni to participate in golf in by arranging events at nearby golf courses and driving ranges.

Men’s Rugby Football Club (RFC) RFC encourages members of various fitness levels to enjoy the sport of rugby, no prior experience necessary. The club hosts regular practice days, travels to compete with other MBA schools in rugby tournaments, and co-hosts a weekly informal happy hour.

Sailing Club The Sailing Club plans a number of sailing-related activities during the academic year, including lessons day trips in New York harbor and Long Island Sound, weekend racing, and an annual sailboat charter trip in the Caribbean. No prior experience necessary.

Snow Sports Club The Snow Sports Club fosters an appreciation and enjoyment of various snow sports at Columbia Business School and facilitates an annual ski trip. No prior experience necessary.

Squash Club The Squash Club organizes squash ladder holds tournaments, conducts clinics, and host squash round-robin sessions. No prior experience necessary.

Tennis Club The Tennis Club connects student interested in playing tennis and provides the court time on routinely predetermined dates. No prior experience necessary.

Volleyball Club

58 The Volleyball Club provides an outlet for camaraderie and an opportunity to play the sport with peers. No prior experience necessary.

Women’s Rugby Football Club WRFC encourages members of various fitness levels to enjoy the sport of rugby, develop leadership and teamwork skills, and increase their physical fitness. The club hosts regular practice days, travels to compete with other MBA schools in rugby tournaments, and co-hosts a weekly informal happy hour.

59 Affinity Groups

African Business Club (ABC) The African Business Club works to advance social and economic issues related to Africa and promote an understanding of Africa at Columbia Business School. The ABC also co-hosts the African Economic Forum in the spring along with other Columbia University graduate schools which is the largest African focused event at Columbia Business School. The conference engages attendees in fruitful discussion regarding challenges and opportunities in Africa.

Allies for Sexual Assault Awareness and Prevention (ASAAP) ASAAP promotes advocacy and support resources for Sexual Assault survivors and allies.

Asian Business Association (ABA) ABA offers career networking, social, and mentoring resources for students at Columbia Business School who have an interest in business topics and career opportunities in Asia. The ABA also organizes a variety of professional; networking events which promotes career opportunities is Asia. The club hosts an annual study tour to Hong Kong in collaboration with the Chazen Institute of International Business.

Australian Business Association* The club is meant for students from Australia, or those who have an interest in Australia, to connect and build community.

Black Business Student Association (BBSA) BBSA works to promote the welfare and integrity of the black student body. The club promotes professional development of black students in preparation for the challenges of the work environment. The BBSA hosts an annual conference in the fall which is the longest running conference at Columbia Business School. The conference unites business leaders, students, alumni, and corporate sponsors in transformative conversation.

Christian Business Fellowship (CBF) CBF offers a supportive community of Christian believers who wish to integrate faith and business. CBF is also inter-denominational and works in tandem with other graduate school campus ministry fellowships to provide an inclusive environment for students of all faith backgrounds and traditions.

Club of Emerging Europe The Club of Emerging Europe serves students interested in business opportunities in Central and Eastern Europe including the former Soviet Republics. The club also hosts interclub events and provides a social venue for students to learn from each other’s cultures.

Cluster Q Cluster Q is Columbia Business School's Gay-Straight Alliance. The Club strives to foster a positive environment and build a professional network for all students regardless of sexual orientation or gender identity/expression. Cluster Q hosts Ally Week annually in the fall which serves to educate the Columbia Business School Community on LGBTQ issues and supporting an inclusive environment. Cluster Q also promotes a network among students and alumni as well as students attending other top business schools including professionals in the LGBTQ community.

60

Columbia Business School Canucks* The Canucks is designed for students of Canadian background, or who have interest in Canada, to build a community for those with an affinity to the Great White North.

Columbia Better Halves Columbia Better Halves is Columbia Business School’s partners and spouse club which promotes social engagement and community building among its membership. The club brings students and partners/spouses together in social activities throughout the year including Better Halves Orientation which co-run and hosted with the Office of Student Affairs. Columbia Better Halves also includes children in their community and provides a supportive environment for couples and families.

Columbia Midwest Club The Columbia Midwest Club is a social club that brings students together who are originally from the Midwest or who have an interest in this region. The club also focuses on seeking greater understanding as to why Columbia Business School students decide to live and work in the Midwest which helps current students network and connect to this community.

Columbia Texas Club The Columbia Texas Club is a social club that is open to native Texans or anyone with an interest in Texas. The club hosts a variety of events including football game viewing, BBQs and other events that are reminiscent of Texas.

Columbia Women in Business (CWIB) CWIB is the women’s network at Columbia Business School that provides resources for women to make educated and informed career decisions. The primary objectives are to establish a network between Columbia Business School students and alumnae for both professional and informal interaction, to address questions pertinent to women in business and provide various perspectives on the issues raised, and to provide a support group that allows for informal social interaction among present, past, and future members of CWIB. CWIB also hosts an annual conference in the fall.

Dutch Club The Dutch Club promotes awareness and supports events highlighting dutch culture and community.

European Society The European Society brings together Columbia Business School students with social and cultural interests in Europe. The club seeks to serve not just as a social organization but to also provide networking opportunities for students ultimately interested in living and working in Europe after graduation.

German Society The German Society supports a community for students from German-speaking countries, or who are interested in culture pertaining to the area.

Greater China Society (GCS) GCS fosters a cultural and professional community for Columbia Business School students who are either from the Greater China region or have an interest in working in or getting to know about the region. GCS hosts an annual conference in the spring which is the largest student run conference on the East Coast. The

61 conference focuses on China’s economy and business environment while providing a venue for attendees to network and learn.

Hispanic Business Association (HBA) HBA serves the needs of Hispanics in the Columbia Business School community with strong ties to the United Stated and an interest in working in the United States post-MBA. The HBA hosts an annual summit in the fall which brings together students from top MBA schools, corporate sponsors, and alumni to engage in conversation and build a network of Hispanic business leaders.

Israeli Business Association The Israeli Business Association is a supportive environment of Israeli students or students interested in Israeli culture.

Italian Club The Italian Club provides opportunities for students who share an interest in Italy, its economy, its culture, or its language to network. The Italian Club also serves to increase Italy’s awareness in the Columbia Business School community. The club is also interested in promoting networking opportunities with Italian alumni or those currently living and working in Italy. This includes facilitating professional relationships and friendships as part of the larger business school environment as a part of NOVA, the Italian MBA Association.

Japan Business Association (JBA) JBA establishes mutually-beneficial friendship between Japanese students and non-Japanese students at Columbia Business School. The club’s purpose is to initiate discussion and friendships among Japanese students and non-Japanese students at Columbia Business School as well as to provide support in professional activities and careers. The JBA collaborates with the Chazen Institute of International Business regarding the annual Japan Study Tour.

Jewish Business Students Association (JBSA) JBSA works to build a strong network of future Jewish business leaders and provides the support and professional development opportunities to club members. The JBSA works to provide opportunities to support Jewish culture and traditions among membership. Some of these events include Shabbat dinners, breakfasts, holiday activities, and trips to Israel.

Korean Business Students Association (KBA) KBA is a professional and social club for students interested in Korea’s culture, politics, and economy. Events supported by the KBA include alumni receptions, mentoring, career development, workshops, community service events, and social activities to provide an inclusive environment for the Columbia Business School community.

Latin American Business Association (LABA) LABA fosters a community among students who either originally from Latin America or interested in the region. The club also provides networking and professional opportunities for students who have worked in Latin America or plan to work there upon the completion of their MBA. LABA hosts a yearly conference in the spring which brings together attendees to discuss important economic and business issues occurring in Latin America.

Le French Club Le French Club is a community for French-speaking students interested in networking with those of the other top five United States business schools. 62

Muslim Business Students Association* The Muslim Business Students Association promotes an environment to foster meaningful interaction between the student community and Muslim students. MBSA envisions activities and events with Columbia's other graduate schools to include social and educational events, community outreach efforts, networking opportunities, and religious get-togethers.

South Asian Business Association (SABA)

SABA offers a forum to encourage cultural and economic interest in South Asian countries including India, Pakistan, Sri Lanka, Bangladesh, Nepal, and Bhutan. SABA also hosts the annual India Business Conference in the spring which brings together business leaders, students, corporate sponsors, and alumni in conversation regarding India’s business climate.

Southeast Asia Business Association (SEABA) SEABA is a community dedicated to teaching about the culture, business, and countries of Southeast Asia including Singapore, the Philippines, Vietnam, Thailand, Indonesia, Malaysia, Myanmar, Cambodia, Laos, Brunei, East Timor and Papua New Guinea through various cultural social and networking events.

Spanish Club The Spanish Club is a community for all students interested in the Spanish culture, language, or in professional opportunities in Spain. The club also promotes friendship development among Spanish and Non- Spanish students as well as the larger Spanish alumni community and other international networks around the world.

The The Adam Smith Society is a community of business school students dedicated to exploring the links among the economy, government and society. The Society believes that business, entrepreneurship and commerce are wellsprings that keep this country vibrant, creative, prosperous and free. Through debate and discussion the Society aims to advance this idea on campus and among business leaders.

The Middle East and North Africa Club (MENA) MENA promotes Arab heritage and culture within the Columbia Business School Community and increases awareness about CBS in the MENA region. MENA also provides a venue for students to build relationships with other individuals with an interest in the Middle East. Promoting many activities, MENA hosts social events, educational trips, networking activities, and career support.

West Coast Society The West Coast Society fosters a community for students from the west coast and students interested in working in the west coast to develop a personal and professional network while they are at Columbia Business School.

63 Community Service Organizations

Harlem Tutorial Program Members of the Harlem Tutorial Program tutor Harlem-area school children on the Columbia campus one or two afternoons each week. The program provides members to be role models for junior high students and participate in social and educational development.

Financial Education Society* The Financial Education Society educates, engages, and empowers the CBS community on issues relating to financial literacy. The group seeks to educate members by bringing financial education experts, academics, and advocates to campus to speak about key issues surrounding financial education. Events are designed to engage members by creating forums for research and discussions regarding various aspects relating to financial literacy. Members are encouraged to impact the Morningside Heights community by volunteering to teach basic financial concepts local community members.

Investments from Student Interaction with Technology and Entrepreneurs (InSITE)* InSITE is an organization of selected students form Columbia and NYU business and law schools which provides guidance and mentorship to select early-stage technology companies on developing their business plans, building their management teams, and raising capital.

I-Prep I-Prep allows you to make a meaningful impact in a single lunch period by conducting mock interviews and resume reviews with welfare-to-work clients who are about to face a job interview. The club is designed to increase the likelihood of the candidate securing the job, through the interview preparation and increased professional confidence offered by the CBS member.

64 Professional Clubs

Columbia Entrepreneurs Organization (CEO) The CEO encourages aspiring and current student entrepreneurs to explore and launch new ventures. The organization brings students together with successful entrepreneurs and innovators. Through lectures, panel discussions, and interactive workshops the club helps members gain unique insight and connections to the world of venturing. The annual business plan competition and the Lang Fund competition help students start their own businesses by providing expert feedback and start-up capital. CEO also sponsors site visits and careers treks to observe current start-ups, and supports the entrepreneur management curriculum and Lion’s Lab.

Columbia Entrepreneurship Through Acquisition Group (CETA) By having access to the Columbia Entrepreneurship Through Acquisition Group students will benefit from access to industry professionals focused on Search Funds, access to educational and networking events with other schools, access to educational materials provided by the group, and from a group that will guide them through this very particular path

Columbia Student Investment Management Association (CSIMA) The Columbia Student Investment Management Association is a forum for students interested in a career in asset management to learn more about the industry and hone their recruitment skills. The club sponsors lectures and receptions and invites portfolio managers and professionals from brokerage investment and other management firms to speak to club members. The club also hosts alumni networking events, pitch competitions, weekend training courses, and the world-renowned annual CSIMA conference.

Columbia FinTech The purpose of the Columbia FinTech Club is to centralize and develop education, community and innovation in the field of financial technology (“fintech”). By drawing on its unparalleled location in and multi-school resources, Columbia FinTech will serve as the premier, student-led platform to drive developments in financial services technology.

Columbia Wealth Management The mission of the Columbia Wealth Management Club is to educate members on careers in wealth management and private banking, and to promote opportunities in this industry. As the fastest growing career on Wall Street, private wealth management requires a passion for finance, the markets, people, and entrepreneurship.

Commodity Club (CMDTY) CMDTY is dedicated to the development, investment, finance and trade of natural resources. As the first of its kind among top business schools, the organization seeks to promote effective communication and education about natural resources. The club provides a forum for the world's leading industry executives, investors, traders and to engage with the next generation of business leaders. In addition to regular speaking events, the club hosts an annual symposium each spring.

Energy Club The Energy Club is committed to educating members about the energy industry, increasing awareness regarding career opportunities, and helping members take advantage of those opportunities. The club hosts

65 panel discussions and speakers on topics that are shaping the future of the energy industry, and co-hosts with SIPA an annual energy conference in the fall.

Equity Research Club The Equity Research Club serves members interested in learning about and recruiting in the industry. The club offers reviews, mentoring, industry speakers and panels, mock interviews, and other industry-related guidance information and support. For students interested in research, the club recommends that members join both the Equity Research Club and the Columbia Student Investment Management Association to best understand how the buy- and sell-sides work together.

Family Business Club The Family Business Club advances family business interests of students, faculty members, and affiliated individuals of Columbia Business School. The club regularly brings in local family business owners, organizes site visits to family-owned companies, and provides growth and development opportunities aimed at students who will be returning to a family business post-MBA.

General Management Association (GMA) The General Management Association serves members who are interested in learning about or pursuing a career in general management. The GMA sponsors industry speakers, conducts tours of various companies, publishes an annual resume book, and arranges other activities to increase member knowledge and awareness of the general management fields.

Green Business Club The Green Business Club exists to prepare and educate students for careers in alternative energy, green branding and marketing, sustainable investing, and other careers related to sustainability. The club seeks to connect members to employers’ resources and relevant institutions in the private, for-profit public, and non- profit sectors. The GBC works to engage members and business leaders across industries on the intersection of business and sustainability.

Government & Business Club The Government & Business Club is a non-partisan group interested in exploring the intersection of public policy and business in the US and around the world. The club hosts guest speakers, panel discussions, political debates and more for members to discuss global changes and the political climate as it relates to business.

Health Care Industry Association (HCIA) The Health Care Industry Association (HCIA) provides opportunities for members to learn about the industry, discuss relevant health care issues, and network with other students, alumni, and leaders throughout the industry. Health care is a major component of our economy and HCIA membership provides valuable information to students interested in careers in a wide range of areas including: Pharmaceuticals, Management Consulting, Biotechnology, Private Equity / Venture Capital, Hospital Administration, Equity Research, Managed Care, and Investment Banking. In addition to regular speakers, recruiting events, and panels, the HCIA also hosts an annual conference in the fall.

Hospitality & Travel Association (HTA) The Hospitality and Travel Association (HTA) is designed for members interested in pursuing or exploring careers within the travel and hospitality industry, from asset management and investment banking to real estate development and general management. The club sponsors lectures and discussion series involving key hospitality industry executives and portfolio experts. Through these events, the club provides opportunities for students to gain a better understanding of the industry and the many careers available.

66 Innovation + Creativity in Business Society (I+CBS) I+CBS has the goal of building a community of business leaders focused on the power of creative problem solving and idea generation. The club seeks to inspire members through workshops, speaker series, and events, as well as support members through alumni networking and professional offerings. In addition, I+CBS host an annual Innovation Summit each spring.

Investment Banking Club (IBC) The Investment Banking Club (IBC) provides students with the opportunity to learn about investment banking and recruit in the industry. Club members receive assistance in meeting industry recruiters, connecting with alumni, interview preparation, and subsidized modeling training.

L.E.A.D. L.E.A.D is focused on equipping members with the knowledge, skills, and network they need to effectively drive change, growth, and sustained optimal performance in their organizations.

Management Consulting Association (MCA)

The Management Consulting Association (MCA) provides members who have a career interest in management consulting with the educational and professional tools necessary to be competitive in the industry. MCA offers interview prep, case practice, recruiting opportunities, and more to members.

Marketing Association of Columbia (MAC) The mission of the Marketing Association of Columbia (MAC) is to provide members with resources to pursue a career in marketing. These resources include mentoring programs, interview workshops, the MAC resume book, and a marketing interview guide. MAC also strives to provide networking opportunities and exposure to marketing professionals and alumni through lunches, panel discussions, evening networking evens, and the annual conference.

Media Management Association (MMA) The Media Management Association (MMA) is dedicated to establishing Columbia Business School as the premier school for media managers. The MMA provides networking opportunities and a learning environment for members by coordinating media-related resources with other schools of the University and by sponsoring tours, guest speakers, and panel discussions. In addition, the MMA co-hosts an annual conference, held in the spring.

Military in Business Association (MIBA)

MIBA leverages the capabilities and experiences of current and former members of the military to excel in the recruitment environment and professional workplace. Through camaraderie, mutual support, and formal and informal events, the club seeks to facilitate and enhance the careers, friendships, and long-term success of everyone with a connection to the military community.

Private Equity Club

The purpose of the Private Equity Club is to bring together MBA Candidates interested in private equity investing, which is deemed to include illiquid, minority or majority investments in growth equity, all sizes and stages of leverage buyouts and distressed investing.

67 Venture Capital Club

The purpose of the Venture Capital Club is to bring together MBA Candidates interested in venture capital, typically defined as the minority equity investment ecosystem, and enable these like-minded Candidates to periodically engage both digitally and physically with one another, and with outside experts.

Real Estate Association (REA) The Real Estate Association (REA) strives to provide members with the tools, contacts, and knowledge that will allow them to move to the forefront of the real estate industry. In addition to addressing such traditional real estate industry topics such as financing and development, the REA also focuses on cutting-edge topics in real estate including investment banking and securitization, international investing, and real estate technology.

Retail & Luxury Goods Club (RLG) The Retail and Luxury Goods Club serves two purposes: First, to educate students about the retail and luxury goods industries through guest speakers, faculty panels, industry tours, and our alumni reception; and second, to help students find summer or full-time employment within the retail and luxury goods industries by sending member resumes of to various companies within the industry. The club covers a wide range of retail practices that include apparel retail, non-apparel retail, design houses that supply retail stores, and retail consulting firms. In addition, the RLG hosts an annual conference each spring.

Small Business Consulting Program (SBCP) The Small Business Consulting Program (SBCP) offers members the opportunity to complement their studies with the practical application of business skills and tools, while contributing to the local business community. SBCP members work with entrepreneurs, nonprofit organizations, and other businesses to provide pro-bono consulting services in a broad range of areas including accounting, finance, marketing, organizational development, operations, and strategy.

Social Enterprise Club (SEC) The Social Enterprise Club highlights opportunities for business students to professionally pursue enterprises - be they private or public - that seek social benefits as the primary goal. The spectrum of such enterprises is vast: entrepreneurial endeavors, nongovernmental organizations, philanthropic or socially responsible initiatives within larger corporations, etc. However, the common thread uniting these organizations is the desire to reap public dividends. The club facilitates guest lectures, panel discussions, special events, and the integration of issues of corporate social responsibility into the curriculum. In addition, the club hosts an annual conference each fall in partnership with the Social Enterprise Program.

Sports Business Association The Sports Business Association seeks to foster interest in the business of amateur and professional sports by providing a forum for the study and discussion of various aspects of the sports industry. Regular topics include sports finance, sports management (team and league), and other matters related to the operations of sports businesses.

Technology Business Group (TBG) The Technology Business Group (TBG) provides a social and professional community for members interested in making a difference in all business aspects of technology. Club activities include guest speakers, panels, and alumni networking events, and more to highlight how technology has and will continue to change the way the world does business and facilitate recruitment for members.

68 Social Groups

Arts & Culture Club The Columbia Arts and Culture Club introduce students to the arts and its different forms of expressions both socially and professionally.

Columbia Music Club* The Columbia Music Club creates a shared sonic experience on campus to support new and under- appreciated talent and to connect others to the music they love.

Follies An honored tradition at Columbia Business School, follies performs a variety show each semester providing students the opportunity to develop their skills in script writing, acting, singing, lighting, set design, publicity, costume and prop design, and dancing. No experience necessary for most roles, however the Follies Dance Team does require auditions.

Gourmet Club The Gourmet Club provides an environment for gastronomes and food lovers of all kinds to savor the restaurants of New York. The club regularly hosts local restaurant entrepreneurs to speak to members, organizes tastings and pairings, hosts walking tours of the city, and circulates restaurant reviews among members.

Healthy Living Club The Healthy Living Club promotes a balanced and healthy lifestyle for students and aims to provide programs to manage stress, have fun, improve eating habits, and make exercise a regular part of living.

Micro-Brew Society (MBS) The MBS provides an environment for students interested in beer tasting, brewing, and learning more about the vast business of beer. The MBS hosts regular micro-brew tastings, supports alumni in the industry, and occasionally co-hosts Thursday night happy hour.

Public Speaking Association The Public Speaking Association provides a platform for students to develop their public speaking and business presentation skills in a fun, non-threatening environment.

Wine Society The Wine Society is an association for students who are interested in viniculture oenology and wine in general. Wine tastings are held every two to three weeks in the late afternoons. Wine experts from around the country and the world come to Columbia Business School to discuss wines from their respective regions. An official tasting partner is welcome to join their student at events.

69 Application Based Leadership Opportunities

CaseWorks Student Fellows Program Students can participate in the Columbia CaseWorks program in their second year by applying to be a CaseWorks Student Fellow. The Fellows are selected in the spring for the coming academic year and work with CaseWorks staff and with faculty on case development.

Chazen Institute Study Tour Organizer

Students may plan study tours in January, March, May, or August, during the School’s breaks. Tour itineraries must include an average of two company visits per business day. Travel time and type of visit should be taken into account when planning the itinerary.

The Chazen Institute provides logistical advice and support throughout the study tour–planning process, but students themselves organize the trip. Tour organizers are responsible for everything from booking airlines and hotels to planning the corporate visits. Tour organizers are expected to take full ownership of the study tour and to partner with the Chazen Institute to ensure a smooth process and accountability. Study tour organizers cover their own cost of travel and expenses. For more information on the Chazen Institute and how to become a Chazen study tour organizer, please visit www.gsb.columbia.edu/chazen/students.

Dean’s Advisory Board

The Dean’s Advisory Board is comprised of selected second year students that meet regularly with the dean to discuss initiatives, programs, and curriculum with the School administration.

Hermes Society

The Hermes Society is composed of selected students who voluntarily serve as representatives of the Admissions Office. Members conduct information sessions on campus, welcome admitted students to the Columbia community, organize Columbia Connect (Open House) events, and interview applicants. Applications are accepted each semester from students who have completed at least one semester at the School.

Honor Board

The Honor Board is made up by the Honor Representatives elected by each cluster. The board is called on to serve as a component of the disciplinary hearing team when an honor infraction occurs. The Honor Code calls on all members of the School community to adhere to and uphold the notions of truth, integrity, and respect both during their time in school, and throughout their careers as productive, moral, and caring participants in their companies and communities around the world.

Nonprofit Board Leadership Program

Each year, approximately 30 MBA students and alumni participate in this program. Students are selected through a rigorous application process and matched with an alumnus based on experience and interest. Past project topics have included: Community Development, Education, Public Radio, Young Women, and Healthcare.

70 Peer Advisors

Peer Advisors are students, selected through an application and interview process, who guide new students through the first-year transition to business school. Peer Advisors are actively involved in both fall and spring orientation and, as part of the Program on Social Intelligence, coach and advise first year-study groups through the first year. Peer Advisors go through extensive leadership training and work closely with faculty, departments, and the Office of Student Affairs as liaisons with the first-year class

Silfen Leadership Series

The David and Lyn Silfen Leadership Series is a unique collaboration between students, faculty members, and distinguished business leaders from around the world. The series provides a forum that fosters the exchange of experience and ideas among the most influential people in business today - and those poised to lead tomorrow.

Sharing their entrepreneurial sensibilities, management techniques, leadership styles, and wisdom, Silfen Leadership Series speakers continue to engage the entire Columbia Business School community. MBA students can apply for a position on the Silfen Board in the spring for the coming academic year.

Student Government

The Student Government is the governing board of the student body. The Student Government council seeks to actively enrich and broaden the student experience. Interacting with students, administration, faculty, and the external community, the Student Government promotes an environment of energetic and engaged students who are proud to be lifetime members of the greater community.

Student Government Executive Committee

The Student Government Executive Committee includes elected second-year students and represents the student body in conversations with the administration and faculty on a variety of issues. The Executive Committee works closely with the Office of Student Affairs, The Career Management Center, and the Dean's Office to promote student issues and initiatives. The Committee also assists with monitoring registered student organizations, coordinating a variety of social events and appointing representatives to standing committees.

Student Government Council

The Student Government Council is the central governing body that administers Student Government activities. The Council consists of cluster representatives and University Senate. The Council meets once a month during the fall and spring terms.

Student Leadership & Ethics Board of the Sanford C. Bernstein & Co. Center

The Bernstein Center welcomes applications from MBA students interested in serving on the Student Leadership & Ethics Board. This Board helps shape Columbia Business School’s initiatives in leadership and ethics. Board members work with faculty, staff, alumni and other students to develop, support, organize and market extra-curricular activities under the auspices of the Bernstein Center. Activities include events to host high-profile speakers and experiential learning events that address topics including: Individual Leadership and Personal Integrity; Corporate Governance; and Corporate Social Responsibility.

71 The Bottom Line

The Bottom Line is the biweekly student newspaper, the “voice” of Columbia Business School. Cluster Reporters are responsible for writing at least three informative, thought-provoking and insightful articles inspired by cluster member experiences per semester. Reporters are also responsible for submitting cluster photos for possible inclusion in every Bottom Line issue.

University Senate

The University Senate regulates inter-faculty affairs and considers issues of University-wide concern. The student body elects two senators who act as the official representatives for all Business School students; they report to the Student Government Council on University Senate proceedings at least once each semester. Senators are elected at the beginning of the fall term. The second-year senator serves as a member of the Student Government Executive Committee.

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Major Events with Student Participants

73 Orientation – Peer Advisor Participation

Orientation is an introduction to the MBA program. It is an intense period of classes, events, and activities — a total immersion into the Columbia Business School community. All of the daytime programming is mandatory. Some evening programs are optional, but highly recommended, as they provide an essential opportunity for new students to relax and meet classmates. Orientation allows the new students to get to know their Peer Advisors, and provides a structured setting to build personal relationships with their peers.

Peer Advisors are second-year students who have been selected to work closely with students during the transition into business school and throughout the first year.

Peer Advisor Role

Peer Advisors are a resource for everything from relocation and general graduate school advice to academic and career guidance, and they help to develop community in the MBA program.

In recent years, the Peer Advising program has expanded to include a coaching and mentoring role with the first-year learning teams. The Peer Advisor Team attends two days of intensive leadership and teambuilding training with a professional leadership development and coaching consultancy. This training falls under the Advanced Leadership component of the Program on Social Intelligence.

Each learning team is assigned one Peer Advisor who will take them through a sequence of teambuilding activities during Orientation, and will continue to be a resource for students throughout their first year of group work by meeting with teams at critical points throughout the semester and facilitating open dialogue among team members. The enhanced role of a Peer Advisor has allowed first year students to work better in their teams and achieve academic success while balancing the demands of the MBA program.

Academic Programming During Orientation

The course sessions offered during Orientation will serve as an introduction to the academic program of the MBA. Students will cover the first components of the Individual, Business, and Society (IBS) curriculum, the Leadership Lab sessions on group dynamics and leadership, and gain experience using the . More information on the programs can be found at www.gsb.columbia.edu/psi and www.gsb.columbia.edu/leadership/curriculum.

International Orientation

International Student Orientation is hosted prior to the standard orientation program begins, and is designed to address how to adjust to American classroom norms, to life at Columbia Business School, and to studying and working within American culture.

The University’s International Students and Scholars Office (ISSO) also provides essential information on visas, work authorizations, arriving in New York City, preparing for airports, housing, and family resources. For more information, students can visit their website at www.columbia.edu/cu/isso or contact the ISSO at (212) 854-3587 or at [email protected].

74 Better Halves Orientation

The Better Halves orientation program runs concurrently with the first week of MBA student orientation. Programming is designed for partners and spouses to get to know each other and the city of New York. This orientation is co-organized and run by the Office of Student Affairs and the Better Halves student club. It serves as an introduction to the Columbia Business School partner and spouse community, the greater Columbia Business School community, and New York City. A variety of activities are planned and executed to support partner and spouse acculturation and as vehicles for connection.

75 Graduation – Cluster Chair Participation

Graduation 2017 related events will take place from Sunday, May 14, 2017 to Wednesday, May 17, 2017. Graduating students will receive regular updates and additional details from the Office of Student Affairs with news and helpful information regarding the ceremonies and events.

Students are invited to participate in two celebratory ceremonies for Graduation. The first is the Business School-only Recognition Ceremony, during which all students will be called to the stage and individually recognized. The second is the Columbia University Commencement Ceremony, which is a centuries-old tradition in which the Columbia University President confers degrees to graduating students from all schools, colleges, and affiliated institutions. During this ceremony, other remarkable members of the Columbia community are also recognized through the conferring of medals, awards, and honorary degrees.

Columbia Business School Recognition Ceremony Columbia University will provide more information to the Business School regarding the date for the Class of 2017 Recognition Ceremony in Fall 2016. The Office of Student Affairs will communicate the dates and details of the ceremony once this is confirmed.

University Commencement Ceremony Commencement Ceremony Morningside Campus, Low Plaza and South Lawn Wednesday, May 17, 2017 10:30 a.m. – 12:15 p.m.

Cluster Chair Role

Cluster chairs are integral to the success of the graduation program. Clusters rely on their chairs to understand the dates, times, and sequence of events of graduation, and to disseminate information to the cluster as it becomes relevant.

In addition to serving as the Graduation CIO for their clusters, chairs also play a very specific set of roles on the Recognition Ceremony day, as noted below. The Office of Student Affairs will host a mandatory training session for cluster chairs at the end of the spring term to review their role, communicate vital information, and answer any lingering questions.

1. Referee: Cluster Chairs will arrive early to Lerner Auditorium, and receive an alphabetized list of their cluster and a yellow card for each student. The yellow cards will be handed to the name reader when the student walks to the stage, and therefore it is essential that each student receive their card and hold onto it during the ceremony. It is the cluster chairs responsibility to ensure the cards are distributed. 2. Teacher: Clusters are seated together in alphabetical order by last name. This allows students to process across the stage in alphabetical order, so that parents and guests can anticipate their graduate and be ready for photos, etc. Cluster chairs are responsible for arranging their clusters in alphabetical order in Lerner Auditorium before they walk to the tent.

76 3. Flag Bearer: As clusters march out alphabetically, the cluster leader walks at the head of the line holding a flag that indicates their cluster letter. The flags will be distributed to chairs the morning of the ceremony when they arrive at Lerner Auditorium. 4. Drill Sergeant: As students march from Lerner to their seats under the tents, there is a tendancy for students to wander out of their lines in order to greet friends. Since this would ruin the chairs diligent work alphabetizing their cluster, it is the chairs role to make sure everyone walks, and then sits, in order. Clusters toward the back of the tent may need to be reminded to sit and listen with respect throughout the ceremony.

Eligibility

The May 2017 Graduation ceremonies are open to students who will have completed their MBA credits by May 2017, as certified by the Office of Student Affairs. This includes students who graduated in October 2016, February 2017, and dual-degree students who will have completed all of their MBA courses by May 2017. Students require one or more additional semesters of credit to complete their degree may walk with their class at the Recognition Ceremony with written permission from the Dean of Students. For questions regarding eligibility to participate in the graduation ceremonies, please contact the Office of Student Affairs at [email protected].

Tickets

For both the Recognition and Commencement ceremony, guests are required to present a ticket to enter campus. The quantity and format of the ticket is different for each ceremony, please see details below. Tickets will be distributed to students in during the last week of classes. Ample communication regarding the distribution logistics will be communicated to graduating students in the spring semester.

Recognition: All graduating students will receive SEVEN (7) guest tickets for the Recognition Ceremony. More information on ticket distribution will be noted this Spring. Young children who will sit on an adult’s lap do not require a ticket. Guests will be required to show their ticket to enter the graduation tent.

Commencement: Graduating students will have the opportunity to register for up to THREE (3) guest tickets for the Commencement Ceremony. Registration will open prior to the event, and will be well publicized through email updates. Young children under the age of 3 who will sit on an adult’s lap do not require a ticket. Guests will be required to show their ticket to enter campus.

Regalia

All graduating students are required to wear regalia (cap and gown) to the Recognition and Commencement Ceremonies in order to participate. Regalia will be available to purchase at the Columbia University Bookstore in spring 2017.

Photos

Columbia Business School will designate an official photographer for the Recognition Ceremony; graduates will be contacted by mail or e-mail regarding the purchase of their photographs. In particular, the professional photographer will take a photo of each student immediately prior to crossing the stage, and again as s/he shakes hands with the Dean a the center of the stage.

Families are welcome to photograph and videotape both the Recognition and Commencement ceremonies. However, please be advised that the views are limited, and guests may be frustrated at the difficulty of taking high quality shots of their graduate during the procession and stage ceremony.

77 Disability Seating

ADA Disability seating will be available at both the Recognition and Commencement Ceremonies for guests who require extra assistance. For additional details, please check the relevant graduation websites.

Weather

The graduation ceremonies will take place rain or shine, and we advise guests to dress for the weather. The Recognition Ceremony will be tented, while the Commencement Ceremony is open-air and will not have tents. The weather in New York City can be difficult to predict at the end of May, and we advise guests who are traveling for the ceremonies to pack appropriate clothing for both very hot weather and cool rainy weather.

78 Graduation Awards

Academic Awards

Amena Elliot Webster Memorial Award Awarded to a graduating woman who has shown overall academic excellence in the area of Marketing.

Award for Academic Excellence in Decision, Risk and Operations Presented annually to a graduating student who has demonstrated outstanding work in the field of Finance.

Award for Academic Excellence in Management Presented annually to a graduating student who has demonstrated outstanding work in the field of Finance.

Eli Ginzberg Memorial Prize Presented annually to a graduating student who has done outstanding work in the field of Economics or Human Resources.

Nathan Gantcher Prize for Social Enterprise Presented annually to a graduating student who best demonstrates dedication to the public and non- profit sector and who exemplifies inner strength and personal integrity.

Robert and Jacqueline Willens Tax Research Prize Awarded for superior skills in the area of Tax theory, practice or research.

Robert H. Montgomery Prize in Accounting Awarded for excellence in the area of Accounting.

Shuchman-Hulbert Award in Marketing Recognizes a graduating student with an outstanding record in the study of Marketing who shows promise of future contributions to the field.

Suresh Balaraman Prize Presented annually to a graduating student who has demonstrated outstanding work in the field of Finance.

During the Recognition Ceremony, students who have been selected for the following awards are welcomed to the stage and celebrated for their accomplishment.

79 Community Awards

Heffernan Award for Service Given to graduating students who have made outstanding contributions to the operations of the School working “behind the scenes,” as selected by the administration.

New York Alumni Club Award Selected based on outstanding character, scholastic achievement, participation in School affairs and potential for civic, business and professional leadership.

80 Service Awards

Columbia Business School Student Service Award Honoring graduating students who have made outstanding contributions to the Columbia Business School community, as voted by the graduating students.

Outstanding Teaching Assistant Award Selected by the first-year class and given in recognition of a student’s outstanding skill, care and involvement in presenting class material.

Singhvi Prize for Scholarship in the Classroom Selected by the graduating students and awarded to a full-time faculty member who exemplifies excellence in the classroom, based on his or her dedication to teaching and ability to communicate knowledge and encourage students.

Robert Lear Service Award Presented to a faculty member or administrator for service to the students above and beyond the call of duty.

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Key Contacts

82 Key Contacts

Name Title E-Mail Address Phone Key Areas

Office of Student Affairs

Student Government, Peer Director of Student Advisors, ASAAP, Melissa Szobota Life & Engagement, [email protected] (212) 854-2673 Professional Clubs, Affinity Student Affairs Clubs, & Community Service Clubs

Associate Director, Signature Events, Christine Donohue [email protected] (212) 854-6053 Student Affairs Orientation, Graduation

Signature Events, Assistant Director, Orientation, Graduation, Joan Carregal [email protected] (212) 854-9344 Student Affairs Social & Athletic Clubs, Clusters

Office of External Relations & Development

Conference Advising Team, Associate Director, Speaker outreach, marketing Megan Decker [email protected] (212) 851-4327 Alumni Relations events to the alumni community

Senior Associate Conference Advising Team, Laura Lee Director, Corporate [email protected] (212) 851-4304 corporate sponsorship liaison Relations

Office of Financial Planning

Accounts Payable Office of Financial Planning club and student organization Sharlette Carey and Procurement [email protected] (212) 854-5566 liaison, manages all club Manager finances

Information Technology Group

Event Management ems- OrgSync Technical and

System Support [email protected] Application Support

Student Related IT issue ITG Student [email protected] (212) 854-3730 support, including list serve Support administration

Multimedia service requests, including session recording, Multi Media [email protected] (212) 854-3695 videographer, and any Services Group technology not already in a classroom

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Addendum

84 Addendum

This document may be revised by action of the Columbia Business School Office of Student Affairs and Deans at any time.

Clarifications and additions to policies can be found at www.gsb.columbia.edu/current-students.

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The Office of Student Affairs Columbia University Uris Hall

3022 Broadway, Rooms 105, 111, & 113

New York, NY 10027 T: (212) 854-5563 F: (212) 678-0171 [email protected] www.gsb.columbia.edu