INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC

Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
JUNIOR FINANCE EXECUTIVES

December 10, 2018

CHRISTIAN R. GUZMAN, MBA

OIC,President
This Institution
Through: WILMA R. GUZMAN, Ph.D.
Executive Vice-President

Dear Madam:

Christian Greetings!

Respectfully forwarding to your office the Concept Paper of the College of Business Administration in response to the
invitation of Junior Confederation Association-Philippines to attend the National Finance Summit with the theme: “Financial
Preparedness Mindset” to be held at SMX Convention Center Manila, Pasay City on January 12, 2019. For your
recommendation and approval.

Thank you very much!

Respectfully,

KEYCY MAY PAJUELAS

JFINEX-ISAP Chapter President

Noted by: Reviewed by:

BRIAN S. INCOGNITO, MBA DAN PAOLO E. RAMOS, MSHM

Program Coordinator/ JFINEX Adviser Quality Assurance Moderator

CB RONIE SUGAROL, MPBM

School Overseer

Recommending Approval:

PRESENITA C. AGUON, Ph. D.

Vice President for Academic Affairs

LOMELYNE CALLUENG, MSN

Vice-President for Administration and Finance

Approved by:

WILMA R. GUZMAN, Ph.D.

Executive Vice-President

CHRISTIAN R. GUZMAN, MBA

OIC, President
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
GENERAL INFORMATION

NAME OF EVENT:NATIONAL FINANCE SUMMIT

THEME: “Financial Preparedness Mindset”
DATE: January 12, 2019
VENUE: SMX Convetion Center Manila, Pasay City
PARTICIPANTS: All BSBA students
PROGRAM ADVOCATE: Junior Confederation of Finance Associations- Philippines (JCFAP)

RATIONALE:
Nowadays, the complex business structures call for a high quality work from business professionals, so in order to cater these
business demands, students should be engaged into activities related with their course that would help them to create a firm
spot in the battlefield. As the word innovates, its demands change. So as future innovators of the society, students must
adhere with this change by involving themselves to an environment where they can holistically develop their potentials. By
attending such activity, students can create a well reputed, highly competitive, and credible point of view in the industry.
Students can acquire the values, ethics, and discipline they must have in the practice of their profession as finance managers,
businessman, and professionals in the future.
Thus, the College of Business Administration will seek approval to attend National Finance Summit with the theme,
“Financial Preparedness Mindset” which is very timely for BSBA Students especially those in the Level IV taking up the
subject “International Finance”. The said caravan will hone their finance skills and instill knowledge regarding stocks, bonds,
and foreign exchange market, thus, would also direct them to be a competent and excellent individual.

OBJECTIVES:
 To create awareness and educate the youth on access of financial services and to protect the interest of
the young investors;
 To conduct financial education campaign across the school for all nations by giving them the awareness
and to improve their knowledge, understanding, skill, and competence in managing money effectively and
to help them their socio-economic financial status by taking decisions.
 To create financially awareness and empowered the youth, to undertake massive financial education
campaign to help them on how to manage their money.
 To increase the knowledge of the youth on saving and investing.
 To expand awareness about the benefit of saving at an early age.

GENERAL GUIDELINES AND MECHANICS:

The process has come to the following stages:

PRE-IMPLEMENTATION STAGE
The department conducted a meeting for the participation in the National Finance Summit to be held at SMX
Convention Center Manila Pasay City on January 12, 2019 with the 1 st- 4th year students and almost of them are willing to
participate in the above-mentioned convention.
Parents are informed by conducting a forum regarding this matter and through a letter provided by the college and
have a reply sheet to assure that their son/daughter will be joining the said convention. It also includes covenant and waiver
of responsibility that has to be signed and return to the department. (see attached copy)
Attached herewith the CHED Endorsement and the Invitation Letter from the National JCFAP organization for the fees
and schedule.Also, the payment agreed to pay by the participants.

IMPLEMENTATION STAGE

The students will observe the following agreements on/before the said endeavor:
 Delegates will leave Tuguegarao City on January 10, 2019 at 8:00 in the morning.
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
 Delegates has corresponding group adviser. Delegates are expected to follow rules and regulations
imposed by the group adviser.
 Itinerary should be strictly follow( see attached).
 Proper decorum and self-discipline are expected all the time.
 Drinking of intoxicating beverages, smoking, bringing of gambling paraphernalia and deadly weapon are
strictly prohibited;
 Delegates should wear their school/business attire of dress code for the seminar proper, casual and
comfortable clothes for the entire convention;
 Students are not allowed to go out of the dormitory or be separated from the group during the entire
duration of the convention;

 EVALUATION STAGE

After the convention, the students shall fill-up an evaluation form provided by the club so as to determine and know
the efficiency and effectivity of the activity.

BRIEFING AND PRE-DEPARTURE ORIENTATION:

As presented and what is included in the proposed concept paper, briefing for the students will include the following:

 Interested participants are encouraged to register three weeks before the date of convention;
 Interested participants can register through the JFINEX-ISAP Chapter Secretary starting on December 17, 2018.
Final registration will be made as the concept paper is approved by the Executive Vice-President.
 Upon registration, the JFINEX Treasurer together with the JFINEX Auditor will be in-charge of the collection of
payments from the participants. The assigned person-in-charge has set dates and the amount of payments to be
collected. The dates with its corresponding payment percentage are as follows:

DATE OF PAYMENT AMOUNT TO BE COLLECTED EACH PARTICIPANTS

January 7, 2019 Php 4,020

 An excuse letter approved by the Vice-President for Academic Affairs will be given to the subject teachers of the
participants a week before the departure.
 There will be a pre-departure orientation seminar (PDOS) and parents forum a week before the departure date
where the following shall be discussed:
- Proper decorum and self-discipline
- Convention itinerary and inclusions
- Dress code
- Things to bring
- Safety and security
 Participants must settle at least 55% of the financial obligations in the school on or before the convention
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
BUDGET ALLOCATION
NATIONAL FINANCE SUMMIT
Total of the expected members:
BSBA-1 = 8 students
BSBA-4 = 32 students
Total = 40 students

Breakdown of Expenses Amount Total

(per member) (35 students)

Registration Fee Php. 500.00 Php 20, 000

Inclusions
Transportation Php. 2200.00 Php 88, 000
(Tuguegarao to Quezon City)
(Quezon City to Tuguegarao )
COL financial Grp- Ortigas
National Museum- Ermita
Star City- Pasay
SMX Convention Center- Pasay
Dorm Accomodation Php 500.00(2 days) Php 20,000
Notary Fee Php 100.00 Php 4,000
Administrative Cost Php 670.00 Php 26,800
Contigency Fund Php 50.00 Php 2,000
Total Php 4,020.00 Php134 000.00

PROPOSED ITINERARY
FINANCIAL LITERACY CARAVAN
Date and Time Activity
January 10, 2019 6:00 -7:00A.M. Formation at ISAP Cafeteria
7:00- 7:30A.M. Headcount and Final Instructions and Updates
7:30A.M. onwards Departure/Travel to Quezon City
January 10, 2019 6:00 P.M. Arrival at ISAP Dormitory

January 11, 2019 7:30 A.M onwards Educational Tour

January 12, 2019 7:00- 5:00 P.M. Seminar Proper- SMX Convention Center Manila, Pasay City
January 12, 2019 6:00P.M.-onwards Departure/Travel to Tuguegarao City
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

WAIVER OF RESPONSIBILTY

TO: INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC

This is to certify our wiliness to allow our son/daughter _____________________________, a student of your institution to
participate in the National Finance Summit on January 12, 2019 at the SMX Convention Center Manila Pasay City. We
understand that by affixing our signature on this waver, we renounce any liability or obligation on the part of the school for
any injury, incapacity or death that may happen during the national convention, which is beyond the control of the school.
We also understand that the national convention are parts of their experiential learning and curricular requirement for the
completion of the program, thus we accede to this waiver agreement freely and voluntarily.

_________________________ _________________________
(Signature over Printed Name) (Signature over Printed Name)
Student Parent/ Guardian

REPUBLIC OF THE PHILIPPINES

Tuguegarao City, Cagayan

SUBSCRIBED AND SWORN to before me this______Day of___2019 at Tuguegarao City, Cagayan.

Notary Public

Doc. No._________________
Page No._______________
Book No.________________
Series No._______________
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
STUDENT ATTENDANCE SHEET
FINANCIAL LITERACY CARAVAN
January 12, 2019

Name of the Students Year Level Signature

 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
TENTATIVE LIST OF PARTICIPANTS
FINANCIAL LITERACY CARAVAN
December 17, 2018
Name of the Students Year Level Cellphone Number Email Address
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
EVALUATION

Direction: Check the number that corresponds to the score of each area with the following interpretation:

5- Excellent 3- Satisfactory 1- Needs Improvements

4- Very Satisfactory 2- Fair

NAME: ___________________________________________________
YEAR LEVEL &SECTION:___________________________________

AREAS ASSESSED 1 2 3 4 5
A. OBJECTIVES
- Personal Growth
- Acquired Knowledge, Skills and Attitude
- Unleashed leadership prowess
- Deeper commitment to goals and objectives
- Better grasp of CBA core values
B. ACTIVITIES
- Suited for the participants
- Well prepared
- Interesting
- Insightful
C. FACILITATORS
-Punctual
-Attentive
-Always Present
-In good mood and Approachable
-Relates well with the participants
D. SPEAKER
-Ability to communicate
-Able to epress ideas clearly
-Ability to relate well with participants
-Mastery of the topic
-Ability to stimulate participants participation
E.TIME MANAGEMENT
- Length of time per activity
- Allotted time for breaks
F. IMPACT ON THE PARTICIPANTS
- Participants ability to relate with the topic
- Involvement during discussion and activities
- Awareness of the needs for change
- A renewed sense of leadership qualities
G.TECHNICAL SUPPORT/ASSISTANCE
-Venue
-Facilities
-Schedules
-Transportation

COMMENT/S:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
_________________________________________________________________________________________
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

JUNIOR FINANCE EXECUTIVES

MINUTES OF MEETING

September 28, 2018

AGT 203

Attendance:

BRIAN S. INCOGNITO, MBA -Club Adviser

KEYCY MAY PAJUELAS - President

ERWIN ZIPAGAN
JOHN LOYD CATALMA
KIMBERLY DARANTAN
KRIZZA MAE TARAPI
JASPER JUDE MACABABBAD
RONALYN BARANGAN
DONNA DOMINGO
CHARINA MELAD
KARLA MAE AGGABAO
KLAIN ALDRICH E. AGUDON
AARON RANCHEZ
CHINGGOY CAGAID
FHREZIAN FLORDELIZA
JIMBERSON BAYUBAY
MICHAEL JAIC JOPE
ABIGAIL RONQUILLO
- Executive Vice President
-VP for Academics
- Standing Committee for Academics
- VP for Finance
- Standing Committee for Finance
-VP for Audit
- Standing Committee for Audit
-VP for Membership
- Standing Committee for Membership
- VP for Communications
- Standing Committee for Communications
-VP for Socio Cultural
- Standing Committee for Socio Cultural
-VP for Games and Sports
- Standing Committee for Games & Sport
- General Secretary

I. Call to Order:

- The meeting was called to order at exactly 1:00 p.m. by the Club Adviser for the discussion on matters or concerns
arising from the invitation given by the JCFAP regarding the National Finance Summit.

II. Objectives

The National Finance Summit aims to:

 Promote engaged learning and understanding on financial inclusion

 Equip students with necessary tools and mechanism that will help them cope up in the evolving and disruptive
industry of finance

 Enhance the skills and competencies of finance students that will make them efficient nation builders

 Highlight difference opportunities in the corporate world to the students that will assist them in developing their
respective career

 Recognize the top Filipino Finance

 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

III. Agenda:

- Deliberation of Participants

- Expenses to be Incurred

-Deadline of Payment

-Discussion of Educational Tour

IV. Discussion:

 The Club Adviser presented the invitation coming from the JCFAP Chapter and discussed the program flow as well
as the registration fee

 Questions were raised by Ms. Pajuelas- the Club President if who will be going to attend the summit and if there
were limitation as to the number of participants.

 As deliberated earlier by the Club adviser together with the Club President and VP for Finance, they have also
presented the possible expenses which will include Registration, Admin cost,Transportation and accommodation

 Communication letters will be sent and the club officers were tasked that everything will be in place and
communicated or approved by the higher administration before the convention on January 10-12 2019.

 As closing part of the meeting, preliminary rules were presented and there were leveling of expectations about the
said event.

V. ATTENDEES:
- Junior Finance Executives

-Club Adviser/ Program Coordinator

-BSBA Level IV Students

-BSBA Level I Students

VI. APPROVAL OF MINUTES

- A motion to approve the minutes was made by Mr. Catalma and was seconded by the attendees.

VII. ADJOURNMENT:

- The meeting was adjourned and agreed at around 3 o’ clock in the afternoon.

Prepared by:

ABIGAIL M. RONQUILLO
General Secretary
Attested by:

BRIAN S. INCOGNITO, MBA

Club Adviser/ Program Coordinator

 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y
CONTRACT CARRIER TRANSPORTATION AGREEMENT

This agreement is made and entered on October 1, 2018, by College of Business Administration and
Merba Diaz Public Utility Van Services located at Tuguegarao City, Cagayan.

TERMS AND CONDITIONS

Now, therefore, in consideration of the premises and the mutual agreements herein and other good and
valuable consideration, the receipt, sufficiency and adequacy is acknowledged by the parties hereto, the parties
agree as follows:

 Please make passenger/s to be present at least 30 minutes before departure time.

 The passengers are requested to cooperate with the van operators to achieve punctuality.

 In the interest of other passengers, the vehicle is not permitted to wait for particular passenger/s
after the departure time.

 Van Operator reserves right to change the seat while boarding, if adjacent seat is female.

 The company should be responsible for any injury, damage or loss caused by the negligence of
the Van Operators.

 The company does not accept responsibility for any injury, damage or loss caused by any
accident, delay or irregularities or any other natural calamities.

 Passengers are allowed to carry personal luggage at their own risk.

 Smoking and drinking liquor are prohibited on board.

 Fares will be refunded only if the trip is cancelled by the van operators.

_____________________ _____________________
CBA, Program Coordinator Representative, Diaz PUV
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

PROGRAM FOR PRE DEPARTURE ORIENTATION SEMINAR

JANUARY 7, 2019

8:30- 9:00 Registration Abigail Ronquillo

9:00- 9:10 Opening Prayer Ezra Pablo

9:10- 9:20 Opening Remarks CB Ronie Sugarol

9:20-10:00 Discussion of Guidline of Educational tour Brian S. Incognito

Finance Summit & OJT

10:00- 10:15 Do’s & Donts of Educational Tour Brian S. Incognito

Finance Summit & OJT

10:15- 10:30 Open Forum

10:30-10:35 Closing Prayer Shaimie Dulnuan

 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

EVALUATION

Direction: Check the number that corresponds to the score of each area with the following interpretation:

5- Excellent 3- Satisfactory 1- Needs Improvements

4- Very Satisfactory 2- Fair

NAME: ___________________________________________________
YEAR LEVEL &SECTION:___________________________________

AREAS ASSESSED RESULT

A. OBJECTIVES
- Personal Growth Very Satisfactory
4.8
- Acquired Knowledge, Skills and Attitude Very Satisfactory
4.8
- Unleashed leadership prowess Very Satisfactory
4.6
- Deeper commitment to goals and objectives Very Satisfactory
4.8
- Better grasp of CBA core values Very Satisfactory
4.7
TOTAL Very Satisfactory
4.8
B. ACTIVITIES
- Suited for the participants Very Satisfactory
4.6
- Well prepared Very Satisfactory
4.8
- Interesting Very Satisfactory
4.7
- Insightful Very Satisfactory
4.8
TOTAL Very Satisfactory
4.7
C. FACILITATORS
-Punctual Very Satisfactory
4.8
-Attentive Very Satisfactory
4.8
-Always Present Very Satisfactory
4.8
-In good mood and Approachable Very Satisfactory
4.8
-Relates well with the participants Very Satisfactory
4.8
TOTAL Very Satisfactory
4.8
D. SPEAKER Very Satisfactory
4.8
-Ability to communicate Very Satisfactory
4.8
-Able to epress ideas clearly Very Satisfactory
4.9
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan
-Ability to relate well with participants Very Satisfactory
CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AC C O U N T A N C Y
A N D4.8

-Mastery of the topic Very Satisfactory

4.9

-Ability to stimulate participants participation Very Satisfactory

4.9
TOTAL Very Satisfactory
4.9
E.TIME MANAGEMENT
- Length of time per activity Very Satisfactory
4.7
- Allotted time for breaks 4.7
- TOTAL Very Satisfactory
4.7
F. IMPACT ON THE PARTICIPANTS
- Participants ability to relate with the topic Very Satisfactory
4.6
- Involvement during discussion and activities Very Satisfactory
4.8
- Awareness of the needs for change Very Satisfactory
4.9
- A renewed sense of leadership qualities Very Satisfactory
4.8
TOTAL Very Satisfactory
4.8
G.TECHNICAL SUPPORT/ASSISTANCE
-Venue Very Satisfactory
4.8
-Facilities Very Satisfactory
4.8
-Schedules Very Satisfactory
4.6
-Transportation Very Satisfactory
4.7
TOTAL Very Satisfactory
4.8
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

December 21, 2018

____________________________________
____________________________________
____________________________________

Dear Parents:

Nowadays, the complex business structures call for a high quality work from business professionals, so in order to cater
these business demands, students should be engaged into activities related with their course that would help them to create
a firm spot in the battlefield. As the word innovates, its demands change. So as future innovators of the society, students
must adhere with this change by involving themselves to an environment where they can holistically develop their potentials.
By attending such activity, students can create a well reputed, highly competitive, and credible point of view in the industry.
Students can acquire the values, ethics, and discipline they must have in the practice of their profession as finance
managers, businessman, and professionals in the future.
Thus, the College of Business Administration is seeking your approval to allow your son/ daughter to attend the National
finance Summit with the theme, “Financial Preparedness Mindset” which is very timely for BSBA Students (especially
those in the Level IV taking up International Finance subject) to broaden and give more concepts about the financial
management. This would give the participants a wide range of skills in handling any work challenges with greater
confidence and effectiveness; and unify, promote camaraderie and unleash potential of its members not only in academics
but also to extra- curricular activities.
If you were fully decided regarding the said letter, kindly fill out the lower part and return it to us through your son/daughter.

Thank you and hoping for your positive response.

Very truly yours,

BRIAN S. INCOGNITO, MBA

Program Coordinator/ JFINEX Adviser

Noted by:

CB RONIE E. SUGAROL, MPBM

Dean, Business Cluster

PRESENITA C. AGUON, Ph.D.

Vice President for Academic Affairs

I fully understand that the national convention are part of their experiential learning and curricular requirement for the
completion of the program, thus, I _____ allow ; _____ will not allow our daughter/ son to attend the Financial Literacy
Caravan,

_________________________ _________________________
(Signature over Printed Name) (Signature over Printed Name)
Student Parent/ Guardian
 INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Penablanca, Cagayan

CO L L E G E OF BU S I N E S S AD M I N I S T R A T I O N AND AC C O U N T A N C Y

Discussion of the Concept Paper by the Club Adviser- Mr. Brian S. Incognito

Distribution of the Letter to Parents and Waiver (Initial) to the Selected Participants