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FINANCE CASE competition
This event recognizes Collegiate members who possess knowledge across the core curriculum in the area of finance.
The case study will require in-depth focus on one are of financial practice (financial management, financial institutions, financial services, investments, etc.).
ELIGIBILITY
Participants must have paid state and national dues postmarked by February 15 of the current school year.
State Each chapter may enter one (1) individual or team composed of two or three (2 or 3) active local members. Participants must be on record in the FBLA-PBL national office as having paid dues by February 15 of the current school year.
Members may compete in this event more than once if they have not previously placed in the top ten of the event at the National Leadership Conference (NLC). If a member places in the top ten of an event at the NLC, they are no longer eligible to compete in that event.
National See national guidelines: www.fbla-pbl.org.
REGULATIONS
State When it has been determined that an individual or team will represent the charter at state competition, the appropriate entry form must be sent to the state adviser received by the date specified in the SLC registration packet.
National See national guidelines: www.fbla-pbl.org.
• Participants must be selected in accordance with the regulations of the state chapter and the national association.
• Participants must adhere to the dress code established by the Board of Directors or they will not be permitted to participate in the competitive event.
PROCEDURE—ORAL PRESENTATION
• The full case study and rating sheet will be released in mid-January.
• Participants can research the case during the period from receiving the case until presentation time.
• Student members, not advisers, must conduct the research and prepare the presentation.
• Facts and working data must be cited and be secured from quality sources (peer review docs, legal docs, experts in the field, etc.).
• No reference materials, visual aids, electronic devices, or computer equipment may be brought to or used during the preparation or performance.
• Competitors will be permitted to bring prepared notes.
• Presentation materials (i.e., laptops/devices, posters, flip charts, etc.) are allowed. Teams must provide all materials to be utilized; however, no items may be left with the judges.
• Five minutes will be allowed to set up equipment or presentation items. When five minutes have elapsed, the timekeeper will automatically start the fifteen-minute performance clock.
• The individual or team has fifteen (15) minutes to present the solution to the case.
• One member should introduce the team and provide a case summary. All team members are expected to actively participate in the performance.
• A timekeeper will stand at fourteen (14) minutes and again at fifteen (15) minutes. The timekeeper will stop the participants from continuing once their allotted time has elapsed. Following the presentation, the judges may conduct a 3 minute question and answer session.
• Performances are open to conference attendees who are not performing participants of this event.
JUDGING
Tests will be machine graded. In the event of a tie, the students’ performance on the final ten questions of the exam will be evaluated. After that, if necessary, the order in which the tests were received will be used.
The presentations will be evaluated by a panel of judges. All decisions of the judges are final.
AWARDS
State State awards for the top five places are presented at the State Leadership Conference.
National The number of awards presented at the National Leadership Conference is determined by judges and/or number of entries. The maximum number will be ten.