This event provides recognition for PBL members who can demonstrate knowledge and understanding of the skills necessary in the general operations of various components of the financial services industry.

This event consists of two (2) parts: an objective test and an interactive role-play situation that may include ethics, government regulations, types of institutions, technology, etc.



The one-hour objective test will consist of questions related to concepts and practices; government regulations; basic terminology; impact of technology on services; types and differences between the various types of institutions; ethics; taxation; and careers in financial services.  In the case of a team, team members will take one (1) objective test collaboratively.



Participants must have paid state and national dues postmarked by February 15 of the current school year.

Each chapter may enter one (1) individual or team of no more than 3, comprised of 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.

In the case of a team, no more than one member may have entered this event at a previous National Leadership Conference, have competed more than two (2) years at the national level, or placed 1st or 2nd at a previous State Leadership Conference.



• Participants failing to report on time for the event may be disqualified.

• Participants must adhere to the dress code established by the board of directors or they will not be permitted to compete in the event.

• Two (2) 4” x 6” blank note cards will be provided for each team member and may be used during the preparation and performance of the presentation. Information may be written on both sides of the note cards.  Note cards will be collected following the presentation.

• No reference materials, visual aids, or electronic devices may be brought to or used during the preparation or performance.



The five individuals or teams with the highest test score will be scheduled for a performance.  The order of performance will be drawn at random by an impartial person in the event office

These five participating finalists or teams must report to the holding room by the time specified in the State Leadership Conference program.  All team members will be sequestered until their performance times.  If a team fails to report prior to the beginning of the first performance, the team will be disqualified. 

Twenty (20) minutes prior to the presentation time, team members will receive the case study.  

Teams have seven (7) minutes to interact with a panel of judges and present the solution to the case. The judges will play the role of the second party in the presentation and refer to the case for specifics. All team members must participate. This is a role-play event.   Teams should introduce themselves, describe the situation, make their recommendations, and summarize their case.  


Each presentation may last no more than seven (7) minutes.  A timekeeper will stand at six (6) minutes and again at seven (7) minutes.  


All performances are open to conference attendees, except performing participants of this event.



The presentations will be evaluated by a panel of judges.  All decisions of the judges are final.



State State awards for the top five places are presented at the State Leadership Conference.


National        The judges will determine the number of awards presented at the National Leadership Conference.  The maximum number will be ten (10).