2020 Carlson Leadership Academy - Participant Guide VP Finance

Sep 13, 2026

Guide for maximizing time during the 2020 Carlson Leadership Academy, covering pre- and post-program actions that strengthen a fraternity chapter. It emphasizes networking across chapters, active participation in small groups, careful preparation, and thorough note-taking to support post-weekend planning. After the program, it outlines steps to review goals with the executive board, create and refine an action plan, build momentum through presentations, and maintain relationships with facilitators. The guide also sets expectations with a substance-free policy and provides rule-based guidance for weekends activities, plus priority-setting, collections, and expense-monitoring prompts for VP Finance.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages67

Reading Time23 min

AccessFree to download

HOW TO MAXIMIZE YOUR TIME AT CARLSON

AFTER CARLSON

2020 Carlson Leadership Academy

Substance-Free Policy

Rules of engagement

Setting Priorities action plan

Collections action plan

Monitoring and controlling expenses

HOW TO MAXIMIZE YOUR TIME AT CARLSON AT CARLSON: ● Meet brothers from different chapters. Go out of your way to sit with members that are not from your chapter to build your SigEp network. ● Be vocal in small group sessions. You come from a far different chapter experience than everyone else in your track and your ideas and best practices can be very helpful to others, if you voice them. ● Be an active listener. Just as you have ideas that can be helpful to others, they have plenty of experiences and information that will be useful for you to take back to your own chapter. ● Come prepared to every session. The better prepared that you are going into each session, the more equipped you will be to participate and you will leave with more takeaways that can be implemented back at your chapter. ● Write down everything that you can. There is a lot of information that is imparted upon you throughout the weekend and it is easy to forget some important details if you do not write things down. When you go back to your chapter, your notes will help guide you in your post-Carlson planning. AFTER CARLSON: ● Review the goals that you set in your session with the rest of your executive board and volunteers. This opens the conversation about the direction of your chapter and allows you to align your goals to those of the chapter as a whole (in addition to your fellow officers) . ● Create your action plan for carrying out your goals. In doing this, you will be laying out the roadmap to achieve your goals with the rest of your executive board and your chapter. You probably started this within your track while at Carlson; spend time refining and finalizing when you return home. ● Build momentum with your chapter. At your next chapter meeting, have all the brothers who attended Carlson present to the other members about what was learned and the goals that were set for the chapter. It is important to get their feedback and, ultimately, their buy-in to the vision in order to accomplish these goals. ● Keep your relationships strong. Stay in touch with your facilitators and the brothers you met at Carlson and utilize them as a resource in the planning and execution of your goals. 2020 Carlson Leadership Academy Substance-Free Policy We are fortunate to have opportunities such as the Carlson Leadership Academy made possible through the hard work of our undergraduates and volunteers, and the generosity of our Sigma Phi Epsilon Educational Foundation. When such opportunities exist, Sigma Phi Epsilon must strive to make the most of it. As such, we expect the very best from everyone throughout the weekend. From the Creed of Sigma Phi Epsilon, artfully crafted by Past Grand President Oscar E. Draper ’28-29, we affirm: That the word Virtue is an inclusive term; that it is not enough that I be merely passively virtuous: I must be positive on virtue’s behalf. Therefore, I will stand aggressively for honesty in all walks of life, and I will speak cleanly, play cleanly, and live cleanly. Whenever I can, I will oppose lawlessness and vice. Unless I succeed in being Diligent, I cannot be a good fraternity member. Believing that my fraternity can be no greater than any of its members, I shall strive to make it so high and so worthy that men will consider it an honor and privilege to belong to it, and will strive to be admitted to it. That Brotherly Love must be given in order to be received, and that it cannot exist without the triumph of the principles of Virtue and Diligence, for these are essential parts of it. Brother Draper went on to say that the role of the citizen is vital to that of a Sigma Phi Epsilon. I believe that obedience to the laws of my community and my country is essential to good citizenship; that the laws and rules of my fraternity and my chapter are intended to regulate the actions of its members, one with another, and that without fidelity to those laws and rules I cannot be a good citizen and a worth

FAQs

What should participants do during the Carlson sessions to build a stronger network?

Sit with brothers from different chapters to expand the SigEp network, be vocal in small group sessions, and practice active listening to bring useful experience back to your own chapter.

What actions should be taken after returning from Carlson?

Review session goals with your executive board and volunteers, create and refine an action plan, have attendees present learnings to the chapter, and stay in touch with facilitators and brothers as ongoing resources.

What does the substance-free policy require during the academy weekend?

The program is substance-free for undergraduates from arrival Friday through Saturday evening ceremonies. Substances such as illegal drugs, alcohol, and controlled substances without a proper prescription are not permitted in undergraduate hotel rooms for the duration of the program, and local, state, and federal laws apply.

Sep 13, 2026

Uploaded by Berry Peter