COLLEGE OF BUSINESS AND ACCOUNTANCY

SUBMISSION OF REQUIREMENTS FOR MEMBERSHIP OF THE ORGANIZATION

October 14, 2022

The Junior Financial Executives’ Mayor Gabriel Castro and Advisers, Prof. Mercy
Escuadro and Prof. Keith Javier renewed its membership in the Office for Student Affairs (OSA),at
Wesleyan University-Philippines along with the OSA Director- Prof. Joepet G. Portana and OSA
Staff, Mr. Christian Navarro. The requirements for renewal such as year plan, list of officers,
organization form, etc. was submitted along with the revised By-Laws of the organization.
The by-laws was patterned from the CLC or the CBA Local Council’s by-laws for the
academic year 2022-2023. All officers of the Junior Financial Executives helped in revising the
by-laws.

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1ST FACE-TO-FACE MEETING
October 27, 2022

The Junior Financial Executives officers held its first Face-to-Face meeting with their
adviser Ma’am Mercy Joy Escuadro at the College of Business and Accountancy Building Room
207 at 4:45 to 5:35 pm.

The officers along with the adviser held a progress meeting for the upcoming event of the
organization which is the FM General Assembly which will be held on October 29, 2022.

PROGRAM FLOW
• Start: 1pm
• End: 3:30 pm
- opening prayer
- Opening remarks
- Guest speaker#1 (jcfap adviser)
- Photo op
- Awarding of certificate
- Ice breaker (15 mins. 3-5 winners ₱500)
- Introduction of jfinex - preamble, upcoming projects
- Guest speaker #2
- Photo op
- Awarding of certificate
- Closing remarks
- Closing prayer
• Corporate attire (officers & advisers)
• Via zoom
• Make a timer before the start of the event
• Finish ppt tonight
• Polish everything
• Dry run on Friday evening 8pm onwards
• Dry run again on Saturday morning
• Show ppt tonight to ma’am escuadro for checking
• Back-up plans
- In charge of ppt: jean catolico (back up- adrian, ivan)
• Jana, gab, francine,
- Make questions for the guest speakers

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ATTENDANCE:
NAME POSITION YEAR/BLOCK ATTENDANCE
Castro, Gabriel Mayor 3FM1 P
Calaquian, Francine Vice Mayor 4FM1 P
Bautista, Jana Angelica Secretary 4FM2 P
Adriano, Kimberlie Treasurer 4FM2 P
Catolico, Jean Auditor 3FM1 P
Dimaliwat, Jeanne Aurea PRO 4FM2 P
Bitangcol, Danna Jane PRO 4FM1 P
Castro, Donald Vincent
Business Manager A
Adrian
Maliwat, Zyrell Business Manager 4FM1 A
1st Year
Bernardino, Rylee 1FM1 A
Representative
2nd Year
Alfonso, Ivan Paolo P
Representative
3rd Year
Landingin, Mika 3FM1 A
Representative
4th Year
Mariano, Bailey Nicole 4FM1 P
Representative

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FM, ASSEMBLE! WINNING AS A TEAM: GENERAL ASSEMBLY AY. 2022-2023
October 29, 2022

The Junior Financial Executives planned a general assembly for financial management
students with the theme "FM, Assemble! Winning as a Team." The assembly was held online
utilizing the platform Zoom beginning at one in the afternoon and continuing until three in the
afternoon. The officers of the organization were successful in inviting two speakers to share their
expertise in the field of finance with the students of the university. This will encourage the students
to expand their knowledge and pursue better careers related to their field.

An opening prayer was offered at the beginning of the program. Ms. Jana Angelica
Bautista, who is the secretary of the organization, conducted the prayer. Followed by the opening
remarks given by Associate Dean Jelwin Bautista of the College of Business and Accountancy.

The first guest speaker, Mr. Mark Gulle, began his presentation by presenting JCFAP,
which stands for the Junior Confederation of Finance Associations. JCFAP is a national
organization that serves as an umbrella for college student organizations that are focused on
finance or financial management which was founded in June 2006.

Following the discussion of the advantages of JCFAP, Mr. Mark Gulle moved on to a
discussion of wealth management, which is a subset of investment advising that integrates its
services with those of other financial services in order to meet the specific needs of wealthy clients.

In addition to this, he provided the information necessary to establish a solid foundation

financially. A strong financial foundation necessitates the use of sturdy building materials, just
like the foundation of a house.

If you want to live the life you want now and in the future, you need to develop good
saving, budgeting, and spending habits. If you don't have a solid foundation, it will be difficult to
meet your financial and even your personal obligations.

A.) Investments
B.) Emergency Fund
C.) Eliminate Debts
D.) Protection
E.) Healthcare
F.) Increase Cashflow

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An icebreaker was done after Mr. Gulle’s talk wherein the Financial Management students
guessed 10 gibberish words. The first one to guess the right word won 50 pesos GCASH or load.
After this, the second guest speaker- Ms. Ailyn Capati was introduced. Ms. Capati is a Senior
Assistant Vice President at the Development Bank of the Philippines (DBP) and is the head of its
Cabanatuan City branch.

Ms. Capati talked about ”Diversity and Growth: Lessons on Managing a Successful
Portfolio”. Before she started discussing her topic, she, like Mr. Gulle, asked us what we will do
if we have 1,000,000 Pesos. Will we use it to buy real estate, or stock, invest in a retail treasury
bond, or deposit in a bank? Most FM Students answered that they will use the money to invest or
buy stocks while some answered that they will use it to buy or invest in real estate.

Ms. Capati discussed that “Portfolio Management” is the art and science of overseeing a
group of investments that will meet the client’s financial objectives and risk tolerance in the long
run. She also discussed the different types of investments like bank deposits, retail treasury, real
estate, etc. She also gave tips on how we, as students can successfully manage a portfolio, and also
what we should do or study with regards to predicting trends in the stock market.

After the 2nd speaker, the Junior Financial Executives Officers and advisers were
introduced to the Financial Management students as well as the proposed activities for this
academic year 2022-2023. The officers then recited the organization’s preamble amongst
themselves. A closing remark by Prof. Mercy Joy C. Escuadro, the Adviser of JFINEX, and a
closing prayer lead by Bailey Nicole C. Mariano, the 4th Year Representative of JFINEX marked
the end of the event.

All in all, the event was a success and we were able to learn new things and have a deeper
understanding of Financial Management.

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EUROPEAN UNION
November 18, 2022

On November 18, 2022 student leaders and advisers of different organization from
Wesleyan University - Philippines has been given an opportunity to be a part of the 2022 European
Higher Education Fair that was held at The Grand Atrium, Shangri-la Plaza.

This event has opened many doors of opportunity for students and teachers that wants to
continue to learn different new set of skills and knowledge not only in the Philippines but in
different countries all around the world thats is part of The European Union.

2ND FACE-TO-FACE MEETING AND CREATING GIFT-BOX

November 22, 2022

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2nd Face-to-Face Meeting
December 09 2022
The Junior Financial Executives’ Officers held a second face-to-face meeting wherein they
made a box that will be used for the upcoming Gift Giving of the College of Business and
Accountancy. The Financial Management students can donate foods, pre-loved clothes, toys, and
also money that will be used to buy additional donations for the college’s adopted barangays.
The gift giving will be held on December 9, 2022 along with the different college local
organizations in different barangays. The Junior Financial Executives was tasked with the gift
giving project in Barangay Kalikid.

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GIFT PACKING FOR THE ANNUAL GIFT-GIVING PROJECT
December 07, 2022

The Junior Financial Executives joined the School's Annual Gift – Giving Project alongside
the other school organizations by gathering donations from financial management students. Some
students donated money, clothes, toys, relief goods, and other things people can use daily. The
JFINEX collected money used to buy food to make a bag of relief goods. The bags consisted of
spaghetti, canned goods, coffee, milk, and instant noodles.

On the 7th day of December 2022, the officers then packed 60 bags of relief goods and
another 60 bags full of clothes and toys to be given to the people. The officers also prepared 60
packs of loot bags of candies and other sweets to be given to the children who participated.

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ANNUAL GIFT-GIVING PROJECT S.Y. 2022-2023
December 09, 2022

On the 9th of December 2022, the Junior Financial Executives attended the Annual Gift
Giving held at the Methodist Church at Brgy. Kalikid Norte. 4 CLC Officers accompanied them
alongside the JFINEX Adviser, Ms. Mercy Joy Escuadro.

The program then started at 9:30 in the morning with an opening prayer led by Pastor
Jayson Lorenzo. Followed by the opening remarks given by Mr. Gabriel Castro, the Mayor of the
Junior Financial Executives.

After the opening remarks, the officers performed a jingle carol alongside the
children dancing and singing gracefully and happily. Afterward, the officers gave the children their
candy loot bags to motivate them to participate in the program.

Following the games prepared for the children, which were the stop dance and
"bring me," they all delightfully participated and enjoyed. Afterward, the adults also played a game
called the charades and the calamansi game, and the whole morning was filled with joy and
laughter from the people.

Afterward, the officers distributed the relief packs they prepared for the family, and
the gift-giving followed. To end the program, the Pastor Jayson Lorenzo gave his closing remark,
and to entirely complete the program, the JFINEX and the people conducted the picture taking.

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JUNIOR FINANCIAL EXECUTIVES
ACCOMPLISHMENT REPORT
1ST SEMESTER A.Y. 2022 – 2023

The following activities were done throughout the 1st semester of the school year 2022 – 2023:

October 14, 2022

The Junior Financial Executives’ Mayor Gabriel Castro and Advisers Ma’am Mercy
Escuadro and Sir Keith Javier renewed its membership in the Office for Student Affairs (OSA),at
Wesleyan University-Philippines along with the OSA Director- Prof. Joepet G. Portana and OSA
Staff, Mr. Christian Navarro. The requirements for renewal such as year plan, list of officers,
organization form, etc. was submitted along with the revised By-Laws of the organization.
The by-laws was patterned from the CLC or the CBA Local Council’s by-laws for the
academic year 2022-2023. All officers of the Junior Financial Executives helped in revising the
by-laws.

October 27, 2022

The Junior Financial Executives officers held its first Face-to-Face meeting with their
adviser Ma’am Mercy Joy Escuadro at the College of Business and Accountancy Building Room
207 at 4:45 to 5:35 pm. The officers along with the adviser held a progress meeting for the
upcoming event of the organization which is the FM General Assembly which will be held on
October 29, 2022.

October 29, 2022

The Junior Financial Executives held its first general assembly of Financial Management
students via Zoom meetings with the theme: “FM, Assemble! Winning as a Team”. The program
started at 1:00 pm until 3:00 pm. This general assembly aims to encourage the Financial
Management students of Wesleyan University-Philippines College of Business and Accountancy
to broaden their knowledge regarding the course they have chosen to take.
An opening prayer marked the start of the assembly followed by an opening remark by the
College’s Associate Dean Jelwin Bautista and games that served as an icebreaker and to energize
the participants. The 1st speaker was Mr. Mark Gulle and he talked about our mother organization-
the Junior Confederation of Finance Associations Philippines. He introduced JCFAP to the
Financial Management students and encouraged them to join the organization. He also talked about
wealth management, how to have a solid foundation financially, what you need to develop in order
to have solid foundation financially such as investments, eliminate debts, have emergency funds,
etc.

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The second speaker for the assembly was Ms. Ailyn Capati and she talked about diversity
and growth: lessons on managing a successful portfolio. She discussed that portfolio management
is the skill and knowledge required to manage a portfolio of investments that will, over time, satisfy
the client's long-term financial goals and risk tolerance. She also covered several investment
options, including bank deposits, retail treasuries, real estate, etc. Additionally, she offered advice
on how we as students can successfully manage a portfolio and on what we need to do or research
in order to forecast stock market developments.

November 22, 2022

The Junior Financial Executives’ Officers held a second face-to-face meeting wherein they
made a box that will be used for the upcoming Gift Giving of the College of Business and
Accountancy. The Financial Management students can donate foods, pre-loved clothes, toys, and
also money that will be used to buy additional donations for the college’s adopted barangays.
The gift giving will be held on December 9, 2022 along with the different college local
organizations in different barangays. The Junior Financial Executives was tasked with the gift
giving project in Barangay Kalikid.

December 9, 2022
The Junior Financial Executives along with the different College of Business and
Accountancy local organizations held a gift-giving project to the different adopted barangays of
the College in Cabanatuan City. JFINEX was tasked to go to Kalikid Norte and hold a program
there.
Numerous kids and adults alike went to participate in the gift-giving project. The program
started with an opening prayer, followed by an opening remark, the games for the kids and adults
of course, with prizes for the winners. All of us had a great time talking and laughing with each
other and also sharing our blessings with those in need was very heartwarming. Their smiles as
they receive the gifts or donations we had prepared for them was more than enough to fill our
hearts and be thankful that we were given an opportunity to help them.

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