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FINANCE CASE competition
Finance Case Competition challenges members to analyze a comprehensive case study involving key areas of finance, such as financial management, investments, financial institutions, and financial services. Members present their findings and recommendations to a panel of judges, demonstrating analytical thinking, financial literacy, and strategic decision-making.
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, 10-minute presentation time, 5-minute question & answer time
Career Cluster Framework Connection: Financial Services
NACE Competency Alignment: Career & Self-Development, Communication, Critical Thinking, Professionalism, Technology
Items Provided by Competitors: Technology and presentation items, Photo Identification, Conference-provided nametag, Attire that meets the Florida FBLA Dress Code
Items Provided by FBLA: Table for preliminary round; table, projector & screen for final round
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 within the official FBLA housing block of the official FBLA hotel to be eligible to compete.
· Each chapter may submit one entry in this event.
· On the state level, each member can compete in up to three different events in the following combinations: three objective tests OR two objective tests and one performance OR two objective tests and one production or one objective test and two production OR one objective test, one performance, and one production. Students may enter the Christopher Heider, Rob Kelleher, Who’s Who event, and one Chapter event (Community Service, State of the Chapter) in addition to their above chosen events.
· 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.
· Picture identification (physical or digital: driver’s license, passport, state-issued identification, or school-issued identification) matching the conference nametag is required when checking in for competitive events.
· 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 4.
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: 10 minutes (one-minute warning)
o Question & Answer Time: 5 minutes
o Important: Time allocations are exclusive. The presentation must begin immediately after the 3-minute set-up time concludes. Time may not be shifted between segments. Competitors will not interact with judges during the set-up period.
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 Technology Guidelines
· Internet Access: Not provided
· Presentations must be delivered using one or two personal devices (laptop, tablet, mobile phone, or monitor approximately laptop-sized).
· If using two devices, one must face the judges and the other must face the presenters.
· Projectors and projector screens are not permitted, and competitors may not bring their own.
· Wireless slide advancers (e.g., presentation clickers or mice) are allowed.
· External speakers are not allowed; audio must come directly from the presenting device(s).
· Electricity will not be available.
o Non-Technology Items
· Visual aids, samples, notes, and other physical materials related to the project may be used.
· Items may be placed on the provided table or on the judges table, if space allows.
· No items may be left with the judges following the presentation.
o Restricted Items
· Animals, except for authorized service animals.
· Food, which may be used for display only and may not be consumed by judges.
· Links and QR codes, which may be shown but may not be scanned or clicked by judges at any time.
o Research
· Information must be supported by credible, well-documented sources.
· Any use of copyrighted material, images, logos, or trademarks must be properly documented.
o Team Expectations
· In team presentations, all members must actively participate in the delivery of the presentation.
Final Presentation
o Equipment Set-up Time: 3 minutes
o Presentation Time: 10 minutes (one-minute warning)
o Question & Answer Time: 5 minutes
o Internet Access: Not provided
o An equal number of top scoring competitors/teams from each section in the preliminary round will advance to the final round.
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.
· The decision of the judges is considered final. All announced results are final upon the conclusion of the State Leadership Conference.
Americans with Disabilities Act (ADA)
· FBLA complies with the Americans with Disabilities Act (ADA) by providing reasonable accommodations for competitors. Accommodation requests must be submitted through the conference registration system by the official registration deadline. All requests will be reviewed, and additional documentation may be required to determine eligibility and appropriate support.
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
If competing on the National level, be sure to see the National guidelines at https://www.fbla.org/collegiate/competitive-events/