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FINANCE CASE competition
The Finance Case Competition provides members with the opportunity to review a case study and present their findings to a panel of judges. The case study will incorporate many aspects of finance such as financial management, financial institutions, financial services, investments, etc.
Event Overview
Division: Collegiate
Event Type: Team of 1, 2, 3 or 4 members
Event Category: Case Competition
Event Elements: Presentation
Presentation Time: 3-minute set-up time, 12-minute presentation time, 5-minute question & answer time
NACE Connections: Career & Self-Development, Communication, Critical Thinking, Professionalism, Teamwork
Equipment Provided by Competitors: Technology and presentation items
Equipment Provided by FBLA: Table for preliminary round; table, projector & screen for final roun
State
Eligibility
· FBLA membership dues are paid by 11:59 pm Eastern Time on February 1st of the current program year.
· Members must be registered for the SLC and pay the state conference registration fee in order to participate in competitive events.
· Members must stay in an official FBLA hotel to be eligible to compete.
· Each chapter may submit one entry per event.
· Members on the state level may enter up to three different events in the following combinations:
o Three objective tests OR
o Two objective test and one production OR
o Two objective tests and one performance OR
o One objective test, one performance, and one production
· In addition, on the state level, a member may compete in one chapter event (Community Service Project or State of Chapter Presentation).
· Only competitors are allowed to plan, research, prepare, and set up their presentations.
· Each competitor must compete in all parts of an event for award eligibility.
· If competitors are late for an objective test, they may be either disqualified or permitted to begin late with no extension of the time as scheduled. If competitors are late for a presentation time, they may be disqualified or placed later in the schedule. The decision is solely up to the judges.
· Participants must adhere to the Florida FBLA dress code established by the Florida Board of Directors or they will not be permitted to participate in the competitive event.
Recognition
· The number of competitors will determine the number of winners. The maximum number of winners for each competitive event is 5.
Event Administration
· This event is based on a case study that will be released to the competitors in the spring semester.
· This event has a preliminary and final presentation round. If there are less than 15 teams registered, the event will proceed directly to the final presentation round.
Preliminary Presentation
o Equipment Set-up Time: 3 minutes
o Presentation Time: 12 minutes (one-minute warning)
o Question & Answer Time: 5 minutes
o Internet Access: Not provided
o The presentation is judged at the SLC. Preliminary presentations are not open to conference attendees.
o Competitors/teams are randomly assigned to sections.
o Competitors present directly from a laptop/device. Screens and projectors are not allowed for use, and competitors are not allowed to bring their own. Power will not be available.
o Competitors can present with and bring any of the following technology into the presentation as long as it fits on the small table in front of the judges’ table or is held by the competitors:
§ Laptop
§ Tablet
§ Mobile phone
§ External monitor that is approximately the size of a laptop monitor
o Facts and working data must be cited and be secured from quality sources (peer review documents, legal documents, experts in the field, etc.).
o Materials, visual aids, and samples related to the project may be used during the presentation; however, no items may be left with the judges or audience, unless specifically stated in the case study.
o When the equipment set-up time has elapsed, the timer will automatically start the presentation time.
o If performing as a team, all team members are expected to actively participate in the presentation.
o No animals (except authorized service animals) will be allowed for use in any competitive event.
Final Presentation
o Equipment Set-up Time: 3 minutes
o Presentation Time: 12 minutes (one-minute warning)
o Question & Answer Time: 5 minutes
o Internet Access: Not provided
o If needed, the finals round will follow the same guidelines as the preliminary round.
Scoring
· The presentation rating sheet will be released with the case study.
· The presentation score will determine the finalists.
· The final presentation score will determine winners.
· Judges must break ties. All judges’ decisions are final.
Americans with Disabilities Act (ADA)
· FBLA meets the criteria specified in the Americans with Disabilities Act for all competitors with accommodations submitted through the conference registration system by the registration deadline.
Recording of Presentations
· No unauthorized audio or video recording devices will be allowed in any competitive event.
· Competitors in the events should be aware FBLA reserves the right to record any presentation for use in study or training materials.
Penalty Points
· Competitors may be disqualified if they violate the Competitive Event Guidelines or the Honor Code.
National
Be sure to see the National guidelines at https://www.fbla.org/divisions/collegiate/pbl-competitive-events/