ASM Finance & Investment Association Funding Requests

Pre-1 October 07
1) Field trip to Thornburg Investment Management (119 East Marcy Street Santa Fe, NM 87501 1-800-847-0200)
Two 11-pax vans @ $65/day x 1 day = $130
Fuel: 140 miles (round trip) x 2 vans x $3.00/gal / 20mi/gal = $42
Note: drivers must be UNM Defensive Driving Course $172
graduates & 11-pax van safety certified
2) Refreshments 2 x $50.00 = $100
3) Keepsake souvenirs for guest speakers $60
4) Promotional materials $100.00
5) Subsidize attendance at monthly AAII meetings @ $7 per person per event x 10 students x 1 event = $70
6) Subsidize attendance at monthly CFA Society of New Mexico (CFASNM) monthly meetings @$20 per person
per event x 10 students x 1 event = $200
Total: $502

Post-1 October 07
1) Representation at the American Association of Individual Investors (AAII) 2007 Annual Investor Conference
Orlando, FL 8-10 Nov approx. $650 per person x 2 = $1,300
2) Telephone surveys $? (Cost estimate is pending)
3) Keepsake souvenirs for guest speakers $60 x 4 = $240.00
4) Refreshments 4 x $50 = $200.00
5) Subsidize attendance at monthly AAII meetings @ $7 per person per event x 10 students x 3 events = $210
6) Subsidize attendance at monthly CFA Society of New Mexico (CFASNM) monthly meetings @$20 per person
per event x 10 students x 3 events = $600
7) Field trip to the New Mexico Investment Council (Santa Fe)
Two 11-pax vans @ $65/day x 1 day = $130
Fuel: 140 miles (round trip) x 2 vans x $3.00/gal / 20mi/gal = $42
$172
Total: $2,722 plus
Proposed Preparatory Workshop Lesson Schedule

Monday (Vora) Tuesday (Cormier) Wednesday (Cormier) Thursday(Vora) Friday

-Course Intro -TVM w/ Excel -Basic Statistics w/ Excel -Matrix Algebra - Financial Statements
--Purpose applications app. -Intermediate Statistics w/Excel app. (Cormier)
--Issue handouts on -Financial Statements --Mean --Simple & Mult. Linear -Basic Calculus (Vora)
supplemental topics w/Excel app. --Variance Regression
-Intermediate Algebra --Standard Deviation Matrix Algebra
-Basic Excel Skills --Normal Distribution -Advanced Excel Skills
--Interpretation of Results -- Simple & Mult. Linear
-- Matrix Algebra

Proposed Main Topics:

Time Value of Money concepts and problem solving
Basic statistics concepts, formulas and applications
Financial statements (Balance Sheet & Income Statement)
Intermediate Algebra
Introductory Calculus
Introductory Matrix Algebra
Using Excel (basic functions, sorting, creating a chart, financial functions, math functions, statistics (basic
functions & linear regression))

Proposed Supplemental Topics

How to plan, conduct and analyze the results of research
How to write an essay
Grammar
Prose style