Here's all the organization/admin stuff, bit messy. :)

Budget

• Draft Budget showing expenditures
• Incoming donations (cash, in-kind)
• Outgoing expenses

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Name / Bio / How can I help?

Please add you name here only if you want to be part of the pre-planning / organization team. There's a Participants section below for people who just want to show up and do their thing.

1. Jonah Keegan - jonah at doradocapitalinc dot com - Jonah is a founding partner in an online financial services company dedicated to making it easier for parents to save for college. Interested in coordinating event, getting the word out (marketing) and branding (t-shirts).
2. Ming Jack Po - mail at jackpo dot org - Jack is a Biomedical Engineering PhD student at Columbia University. He is also extensively involved in technology (IT, life sciences) startups and quantitative hedge funds.
3. Avi Karnani - co-founder and CEO of Thrive. As the web's first financial advisory company, Thrive helps people in their twenties and thirties gain control over their financial lives. Prior to Thrive i was traded arbitrage strategies at a hedge fund in NY, and prior to that was a Media, Telecom, Tech banker at Citigroup. I'm happy to help with sponsorships from VCs and Law firms, Wilson Sonsini, some local venture firms we know, etc. Also happy to help with venue by putting us in touch w NYU.
4. Sewell Tang - me at sewelltang dot com - Sewell is the CTO of the Monetary System which provides community banks strategic services and technology solutions to help grow their business. (wifi /general help)
5. Barry Kessler - Barry is the founder and president of Prepaid Resources, LLC, providing support services for the prepaid debit industry. Prior to founding Prepaid Resources, I headed the Reloadable Personal Spending Card Division for TSYS Prepaid, a leading card processor.
6. Wayne Mulligan - Wayne is the Founder/CEO of TickerHound, which is a finance and investing community education site. Prior to founding TickerHound Wayne was a sanitation worker cleaning up after numerous dot-com events which eventually inspired him to start TickerHound. :)
7. Jon Stein (jstein09@gsblcolumbia.edu) - Jon is a first-year student at Columbia Business School and the co-founder of Betterment, a startup financial services site that makes smart investing easy for anyone. Previously, Jon was with First Manhattan Consulting Group in New York for five years, consulting to banks and brokerages on product design, profitability reporting, risk management, and investment management.

Key Leadership Roles

ref.

• Sponsor wrangler: Drafts a message to send to potential sponsors, follows up leads from others for potential sponsors, collects info, logos (in vector format), and money from sponsors and also sees that receipts (if necessary) are issued at the end. This is your accounts receivable person and it’s a key thing to get right.
• Wi-Fi Guru: People are going to want wi-fi, and may even need it for their presentation. In order to provide this, you’re going to need a decent internet connection and several routers to handle the traffic. Someone needs to set this up and keep it running during the camp.
• Food Czar: It’s not completely required for a Barcamp, but it’s definitely the standard. You have x number of people to feed for 24 hrs, including a pre-party, a basic breakfast, and a lunch. Obviously, you can only pay for as much of this as you have sponsor money for. See that breakfast and lunch get taken care of first, and then pay for as much of the pre-party as possible. Best to keep the meals simple (but good), have some veggie options, and try to keep costs down. This will be your biggest expenditure.
• T-shirt Master: Not only do people like shirts, but they’re possibly your biggest offering to sponsors since it’s a shared promotional item. Basic shirt is your barcamp logo on the front, all the sponsor logos (tastefully) arranged on the back (I recommend in 1-color only). The range of shirts out there is enormous, but people will appreciate a good quality, non white (or black) colored, well-fitting shirt. It’s a bit more expensive, but providing some women’s shirts (not just unisex smalls) is a really nice touch. (I recommend American Apparel or Bella fine-jersey t-shirts - not the super tight fitted kind). Try to have t-shirts ordered (quanities decided and artwork submitted) 2 weeks before your event. 10 days at ABSOLUTE minimum. Remember, weird things happen in the supply chain. Check in with your t-shirt vendor often if you want to see your shirts on time.

Event details

To get started, here's what we need to do:

1. Find a venue. Definitely the hardest part of the process. Venue donations are ideal!
2. Pick a date. Once you've got a place picked out, figure out when you want your event to happen. We've tended to try to hold Barcamps simultaneous with other events to mix up the attendee pool -- since you'll draw from both local and out-of-towners. What's most important is that it's convenient for you and works for your community.
3. Communicate. Blog, Email, IRC, wiki and document everything! Seriously, the more transparent and communicative you are about your Barcamp, the more successful you'll be.
4. Say what you need. Participants can be helpful and giving -- but if they don't KNOW that you need a few extra dollars to cover catering lunch/breakfast, t-shirts, whatever, then they can't step up to the plate and help. Remember: everyone participates. So, give everyone the information they need to be able to participate!

Task List

• Assemble organizers
• Get Venue -- needs Wi-Fi and WHITEBOARDS
• Get Sponsors
• Get T-shirts
• Get Food
• Get (please cross out when it's done)

Tech

What do we need? Who can provide it?

• Wifi
• Projector, White Boards

Sean Owen says -- we can bring a projector and laptop for the day, and project on a wall I suppose.

• Photo
• Video
• Audio
• Streaming or Stickam or Skype

Non-tech

What? Who?

• Breakfast
• Lunch
• Coffee/Tea
• Tables and chairs
• Party

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