January 2022

Winning first place at the STRIVE National Case Competition

Photo of Ceanna

It was an honour to represent the School of Accounting and Finance and win first place in the STRIVE National Case Competition Senior Tier Level among several other teams across the country.

Networking for newbies

Jessica

Networking can seem scary, especially since we can’t hide behind our screens anymore. Online or not, networking can be made easy with a little preparation. Here are my top four tips and tricks for making long-lasting connections when networking!   

The Accounting and Finance Endowment Fund (AFEF) empowers students to be a driving force for positive action

Image of Marc Chiang

1 - Provide a brief outline of your academic and career pathway leading to your current role.

Expectations vs. reality of my first day at UWaterloo

Ella standing in front of Christmas lights

When I was in high school, I did a lot of research on university life and I thought I pretty much knew what was going to happen. But the reality on my first day of school was a lot different.

The top 3 things I learned about university that are different from high school

Simran standing in front of a carousel

My name is Simran, and I’m a first-year student at the University of Waterloo studying Accounting and Financial Management (AFM). As a high school student, I wish I had a more in-depth idea of what to expect transitioning from high school to university, especially considering the pandemic that took over a big portion of my high school experience.

Exciting first days at the University of Waterloo

Jaiden outside

As soon as I accepted my offer for the Sustainability and Financial Management program at the University of Waterloo, I realized that I had one more big choice to make. 

Since I live in the Kitchener-Waterloo region, it made sense to stay at home (after all, I had my whole room set up just the way I like it, and the pandemic meant that my couch and I were very good friends). 

First-year student thoughts: I’m ready for the challenge

Tianna (in the middle) with her friends

September is a month of change and new beginnings where students across the world commence a new chapter of their life together at their respective universities. As Warriors, we are lucky enough to call the University of Waterloo our home. Specifically, as an Accounting and Financial Management (AFM) student, I get to call the School of Accounting and Finance my home.

Asking all the right questions at OUF

Megan Sherwin

The Ontario Universities’ Fair (OUF) was held in-person for the first time in three years. Students, families, and guests came to the Metropolitan Toronto Convention Centre (MTCC) to meet representatives from universities across the province. Prospective students were able to ask important questions and receive the information they need to make an informed decision about their future.

The most exciting and possibly most nerve-racking time of your life!

SAF Ambassadors standing in front of UWaterloo Arts booth at OUF

Several thousand students along with their families attended the in-person Ontario Universities Fair (OUF) this year. They visited the booths of various renowned universities and collected information to help them make probably one of the biggest decisions of their lives, a decision that will influence their career and in a broader sense, the person they become.

As a current undergrad student at the University of Waterloo who was in the same place a few years ago, I couldn’t help but see a reflection of myself in these students. 

AFOW is helping incoming first-year students start their university experience off right

The AFOW Team 2022

Accounting and Finance Orientation Week (AFOW) will be held in person this Fall with three days of exciting events!

AFOW is a student organization that plans additional opportunities for you to meet and connect with others in the School of Accounting and Finance (SAF). AFOW aims to help incoming first-year students start their university experience off right, which is why we have organized an exciting three days of events planned for you from September 11-15, 2022. 

Getting ready for a trip to London, UK

London UK

In the coming days, the anticipation of visiting the United Kingdom as part of the AFM 334 International Study Trip will finally be over as we land in London!

Chance and challenge

first place team pic

Our path to first place in the SAF Investment Research Challenge (IRC)

Four students gain exposure to finance at the Investment Research Challenge

IRC third place team photo

From classroom to competition

Taking on the Investment Research Challenge, an adventure with friends

IRC Challenge Fourth Place team

We encourage all students to participate in SAF’s Investment Research Challenge next year as it gives students a unique experience to hone a skill set that can be very useful in their future career path.

A plethora of opportunities within the tax world

Image of Rebecca, Isabel and Maggie holding a cheque.

The Young Tax Professionals (YTP) program offers students with an interest in a career in taxation the opportunity to closely interact with faculty, alumni, and other full-time tax professionals.

The journey from challenge to finalists

IRC Challenge Second Place 2B team

Lessons gained from competing in the SAF Investment Research Challenge.

Prospering during your time in university

Ritvik

AFM student uses goal setting to make the most of UWaterloo career

How to make friends as a first year student

Nishika M., 3A AFM

Waterloo is a place for everyone. No matter where you come from, you will always find a place where you belong.

Braving the tides of university life

picture of Yammunna

Life as a University of Waterloo student can have its fair share of ups and downs, but as a former upper-year mentor, I am here to tell you—take a deep breath and hang on.

First-place team reflects on their experience working together to secure their win

YTP 1st place winners

This year was the third time the Young Tax Professionals (YTP) Case Competition took place, with students having the opportunity to utilize skills they acquired from their past co-op experiences to tackle a given topic.

The unique experience of competing in the YTP Case Competition

Gaeun (Math/CPA), Daniel (Math/CPA) and Anshul (AFM)

We share our takeaways from winning third place in the Young Tax Professionals (YTP) Case Competition.

Securing the national win for the KPMG Ideation Challenge (KIC)

the 4-member team that won the KPMG Ideation Challenge.

Our SAF student team solved a real-world business problem related to Environmental, Social and Governance (ESG) strategy.

To be or not to be...that is the equestrian

woman riding a horse

The School of Accounting and Finance caught up with Laura, a current Equestrian Club member and Master of Accounting (MAcc) student to learn more about the Equestrian Club and its impact.

AFM student pursues her life-long passion by competing with the UWaterloo Equestrian Club!

woman riding a horse

"You are never a perfect rider, you always have something to learn, no matter how talented or experienced you are.” – Delaney, AFM student

Picturing yourself thriving at UWaterloo

Aishwarya Shukla headshot

As I saw a curious bunch of newly admitted students at You @ Waterloo Day, I was reminded of myself four years ago when I was also trying to make that same perplexing decision of which university and program to enroll in.

Finding friendships in acquaintances

woman standing against the backdrop of a graffiti wall

My name is Evelyn, and I am an upper year student in the Math/CPA program at the University of Waterloo.

My upper year mentor experience

man standing against the backdrop of mountains

 My name is Jared, and I am a 3rd year student in the Accounting and Financial Management program at the University of Waterloo. This term I signed up to be an upper-year mentor, and I just thought that I would share my experiences with the role.

Reflecting on an exciting term as an upper-year mentor

Sanovar headshot

When I saw the opportunity to be an upper-year mentor this term with the School of Accounting and Finance (SAF), I knew I had to take it.

Making the most out of your university life

woman sitting on a rock

My name is Linda, and I am a third-year Math/CPA student. Today, I’m here to talk about the importance of work-life balance while at university. It is sooo much more fun when you spend time with friends outside of schoolwork, and you can have memorable experiences with friends on campus or elsewhere when travelling together. 

Non-Profit Organization Consulting: A student initiative helping community leaders to follow their passions

2 men talking to each other

The Non-Profit Organization Consulting (NPOC) group consists of student volunteers passionate about providing their financial expertise to non-profit organizations (NPOs) to help grow their initiatives. The School of Accounting and Finance (SAF) interviewed Robert G. Ducharme, lecturer and initiative lead, to learn more about the mission, as well as the successes, and challenges faced by NPOC.

The serendipity of the Student Venture Fund

woman typing on a laptop

What the fund represents to me and its spread of rewards

We all know that it’s impossible to foresee everything. In some courses here at the University of Waterloo, you’ll learn about something called risk—the effect of uncertainty on desired outcomes. Admittedly, the Student Venture Fund (SVF) is one of those courses where you really should care about the negatives of risk. However, the Fund itself very much represented the opposite for me.

Being CEO for a day: What it means and takes to be a successful leader

photo of Jia Lei

I was selected as one of 50 student finalists to participate in the CEOx1Day Future Leaders Summit! I had the unique opportunity to learn business and leadership skills from top Canadian executives.

An inside look at the Zero Work program

woman smiling at the camera

How Zero Work set me on the path for future success

Looking to prepare for your first co-op experience? Zero Work is an asset you don’t want to miss out on!

My name is Rachel and I am a first-year Accounting and Financial Management (AFM) student. I stumbled upon Zero Work in my first term, and now I’m here to spread the word about my incredible experience!

Being CEO for a day: Learning from passionate leaders that understand the future of work

Photo of Samantha

I was selected as one of 50 student finalists to participate in the prestigious CEOx1Day Future Leaders Summit! I had the unique opportunity to learn business and leadership skills from top Canadian executives.

University of Waterloo students win the top prize at the Expand Your Empire Real Estate Case Competition

Pictured left to right: Samantha K., Matthew V., Kyson V., and Nathan L.

This January, a team composed of four undergraduate students in Accounting and Financial Management, Engineering, and Planning competed in the eighth edition of the annual Ryerson Real Estate Expand Your Empire (EYE) Case Competition, where their financially feasible and sustainable design won both the first place grand prize and the Most Feasible Design award for a total cash prize of $11,500.

Accounting and Financial Management (AFM) or Sustainability and Financial Management (SFM)?

Photo of Cindy N.

AFM and SFM sound similar, right? They share more similarities than students realize. However, the key differences between the two programs distinctly separate them as unique educational pathways. As an incoming student, all the information available may appear overwhelming to the point where you may question what exactly the distinctions between the programs are. I’ll give a quick rundown of the similarities and differences between AFM and SFM, and provide some insight into the programs that may be of interest to them.

An unexpected victory!

Photo of Eclipse competition team members: Janvi, Hufsah, Nicole, and Rohun

Hey School of Accounting and Finance (SAF)!

We are Accounting and Financial Management (AFM) students Janvi, Hufsah, Nicole, and Rohun and we are happy to announce that we emerged with a first-place victory in the accounting portion of the Eclipse Case Competition that took place earlier in February!

Making the most out of your electives

Photo of Sakaria

As my journey in Accounting and Financial Management (AFM) comes to an end, I have been reflecting on all the elective courses that have helped shape my experience. Early on, I approached elective classes with caution, seeking out courses that wouldn’t threaten my cumulative average. However, this was the wrong approach since electives are designed to help students discover their interests and compliment their exploration of accounting and finance.

Equipping students to become investment banking savvy

Photo of students in the Fall 2019 Student Investment Fund

What started as a small initiative ten years ago has become a competitive student group with an established reputation. This year, the Student Investment Fund (SIF) reaches its 10th year anniversary and two of its faculty mentors, Ranjini Jha and Andrew Ecclestone, reflect on its growth through the past decade.

Leveraging opportunities early on in our undergraduate career

AFM 112 Dashboard Competition team photo of Mads, Katarina, Kaitlyn, Leo and John

In December 2021, we competed in the second annual Interactive Business Dashboard Competition (IBDC), a competition sponsored by the University of Waterloo’s Centre for Information Integrity and Information System Assurance (UW CISA). Our task was to develop an interactive business dashboard for a toy store retailer, TTS, where the company can monitor their own performance.

My tips for completing the SAF Admissions Assessment (SAFAA)

Photo of Chloe sitting on grass in a field

The SAFAA is a great opportunity for the School to get to know you a little better. Take this opportunity to be the main character and choose an experience that maximizes your ability to tell a story.

Reflecting on a successful journey in SIF with Isaac W.

man smiling at the camera

The Student Investment Fund (SIF) is where students receive hands-on training in investment management and work together to manage a portfolio of Canadian and American equities, with the guidance from faculty members and industry professionals. As we celebrate the 10th anniversary of this student-led initiative this year, we spoke to Isaac W. (4B AFM student) who was the chief executive officer (CEO) in the Fall 2021 term, about his experience being a part of the fund during multiple study terms.

How I am breaking gender barriers through Women in Finance

woman smiling at the camera

Hi everyone! I’m Claire, a first-year student in the new Sustainability and Financial Management (SFM) program at the School of Accounting and Finance (SAF). I am also the communications executive for the Women in Finance (WIF) team. I was introduced to WIF as I was preparing for my first year at Waterloo, and I was immediately drawn to the idea of a team dedicated to educating and breaking barriers for women in the finance industry. As someone who would be directly affected by these barriers, I wanted the opportunity to tackle them head-on. It's been a few months now and I can happily say that WIF is one of my favourite experiences as a Waterloo student.

Women in Finance: A student initiative that strives to bridge the gender gap in the finance industry

A black-and-white photo of a group of female students having a meeting in a lounge

The School of Accounting and Finance (SAF) interviewed members of Waterloo's student initiative, Women in Finance (WIF), to learn more about the work they do, the services they offer, and the successful impact they have on students. SAF met with Queena and Puneet, the group’s co-heads, Momna and Caddie, branding executives, Claire, Ramneek and Sandra, communications executives, Megan, outreach executive, and Maryam, logistics executive.

Discovering my passion in helping small businesses and non-profits achieve their goals

a woman smiling at the camera

Hi! My name is Bianca and I just completed my 4B term in the Accounting and Financial Management (AFM) program. Since spring 2020, I have been involved with the School of Accounting and Finance’s (SAF) Non-Profit Organization Consulting (NPOC) group where I work on multiple client projects helping non-profit organizations (NPOs) develop and grow their organizations. I have also been able to create learning tools, such as blog articles, to answer some common accounting and business related questions from start-up NPOs.

How to finance your education

University of Waterloo sign outside Dana porter library

Tips from a current student that will help you pay for university

Why I fell in love with CFM 101

Photo of Fahim A.

Introduction to Financial Markets and Data Analytics – CFM 101 was my favourite course this term and it’s exactly why I chose Computing Financial Management (CFM) for my undergraduate studies.

Why you shouldn’t panic if you haven’t received your Offer of Admission yet

Three students sitting on the ground during fall season

We know this is a nerve-wracking time, but don’t worry!

Hi! My name is Matthew, and I’m an upper-year student in the Honours Arts and Business program at the University of Waterloo. I’m also the School of Accounting and Finance’s Marketing and Recruitment Associate for this co-op term! As part of my job, I speak to a lot of students about the status of their applications, and I wanted to give you some insight into why you do not need to panic if you haven’t received an early offer of admission.

So, you’ve received your offer of admission to AFM

Students walking in front of Dana Porter Library during the fall season

Now that you’re in, what do you do now?

Congratulations! You’ve got an offer to the Accounting and Financial Management (AFM) program! But now that you’ve got your offer, what are the next steps? Here are a couple of things you should do after you’ve received your offer of admission!

Comparing your university offers of admission

picture of Mathew

How to make the tough choice between the programs you’ve been admitted to

Hi! My name is Matthew, and I am an upper-year student in the University of Waterloo’s Honours Arts and Business program. I am also the School of Accounting and Finance’s Marketing and Recruitment Associate for this co-op term. As someone who had to pick between university programs a few years ago, I thought it would be helpful to give you some tips on how to choose between the multiple offers you might have.

Why I knew UWaterloo and SAF was the right fit for me

a man with a dog

How a rainy day changed my life

Hi, I’m Alex, and I am a student in the Accounting and Financial Management (AFM) program at the University of Waterloo. In my spare time, I enjoy reading, working on financial models, and walking my 10-year-old Bichon-Shih Tzu Ozzy (who can be seen in the photo below, proudly sporting his Waterloo bandana).

What I would tell my first-year self

a woman standing against a railing

As I come close to entering my final year at the University of Waterloo, I reflect and realize that there are many things I have learned not only about accounting and finance, but myself.

Three pieces of advice for my first-year self

image of Sarah L

Hello, I’m Sarah, a second-year student in the Accounting and Financial Management (AFM) program at the University of Waterloo! First year was quite the experience due to the COVID-19 pandemic, nonetheless it was so much fun! If I could go back and give my first-year self some advice, here’s what I would say:

How Waterloo Ready helped me succeed in first year

Aline reading while sitting on a bench

Hi! My name is Aline, and I am a second-year student in the Accounting and Financial Management (AFM) program.

I still remember being extremely excited but at the same time extremely nervous for my first year of university. Before classes started, I set up my account on the school’s website and found out about Waterloo Ready.

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