georgia phi beta · pdf filegeorgia phi beta lambda invites you to attend the 2016 georgia...

GEORGIA

PHI BETA LAMBDA

Invites you to attend the

2016 Georgia PBL State Leadership Conference

To be held at

The Westin Atlanta North at Perimeter

Atlanta, Georgia

April 8-10, 2016

Georgia PBL members, alumni, and advisers will meet in Atlanta to

attend an exciting conference. Students will be participating in various

competitive events and attending informative, energizing sessions.

Delegates will see that Georgia truly is ready to return to ATLANTA for

the National Conference!

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Critical Changes

The policies at the Westin have changed with a recent ownership change; the hotel will not be

receiving checks or other payments onsite. The payment for your rooms must be received by the

hotel by March 28, 2016. Rooms will be at a cost of $124 per night. We will all be using a

rooming sheet that many have used in the past, shown in this document as Form A. A separate

Word version will also be sent that is editable. You can fill out that form, scan and email it or you

may fax it. The rooming list must be received by the hotel by March 15, 2016. Payment for the

rooms may be by check or card; the tax exemption form can accompany either the rooming list or

the check.

Important Changes

We will try to plan and have Professional Division competitive events for advisers and others.

These tests will be available on Friday for Professional division members to drop in and take.

The tests will be on PBL Knowledge, Global Awareness, and Georgia Geography and History.

We will have Open Events for members. A testing session on Friday will allow for members to

drop in and take any of the tests they wish. The tests will be on Business Calculations, Business

Etiquette, Medical Terminology, and The Medical Office.

We will have an Opening Session as usual. We will also have a Second Session on Friday during

which we will award the Open Events, announce finalists and have Battle of the Chapters. On

Saturday, there is the usual Voting Delegate session as well as the Chapter Awards session. This

is intended to shorten the time on the Saturday Award ceremony. Each of the previous three

sessions are intended to be at or near an hour long.

Job Interview, Future Business Executive, and Future Business Educator no longer include the job

application requirement.

Forensic Accounting is a competitive event that requires a response to a scenario. This scenario

will be given to participating teams at the end of the Opening Session.

Foundation Friday Night! Help raise money for the Georgia PBL Foundation and win prizes by

playing BINGO or Team Trivia on Friday night of the conference. $1 to play either-

Members participating in a Saturday performance event and a Saturday written test will take

their written test at the 8:00AM session to avoid scheduling conflict.

CONFERENCE SCHEDULE

Friday, April 8, 2016

8:00 a.m. – 12:00 p.m. Registration

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8:00 a.m. – 10:00 a.m.

State Officer Candidate Interviews

10:00 a.m.

Opening Session

11:15 a.m. Presidents’ Council Meeting

Forensic Accounting Case Study delivered to competitors

12:00 p.m.

Luncheon Mtg. for Friday Judges/Administrators/Time Keepers

12:00 p.m. – 2:30 p.m. Open Events

Professional Division Events

12:00 p.m. – 5:30 p.m.

Campaign Booths Open

1:30 p.m. – 5:00 p.m. Performance Events (tentative)

Business Ethics Impromptu Speaking - Preliminary

Business Presentation Integrated Marketing Campaign

Business Sustainability Mobile App Development

Client Service – Preliminary Network Design

Computer Animation Public Speaking - Preliminary

Emerging Business Issues Sales Presentation

Financial Services Social Media Campaign

Human Resource Management Website Design

4:00 p.m. – 5:15 p.m. Written Tests for Combined Events: Teams and Individuals

Accounting Analysis and Decision Making Human Resource Management

Business Decision Making Management Analysis and Decision Making

Desktop Publishing Marketing Analysis and Decision Making

Economics Analysis and Decision Making Network Design

Financial Analysis and Decision Making Parliamentary Procedure

Financial Services Strategic Analysis and Decision Making

Hospitality Management

4:00 p.m. – 4:30 p.m.

Written Segment for Business Communication

5:30 p.m. – 6:30 p.m. Second Session

Awards for Professional Division, Open Events, Announcement of

Finalists

Battle of the Chapters

8:30 p.m. – 10:00 p.m. Foundation Friday Night!

BINGO and Trivia

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Saturday, April 9, 2016

8:00 a.m. – 12:00 p.m.

Campaign Booths Open

8:00 a.m. – 9:30 a.m. WRITTEN TEST EVENTS (tentative)

PERFORMANCE EVENTS Contemporary Sports Issues Entrepreneurship Concepts Accounting for Professionals Cost Accounting Financial Concepts Computer Applications

Cyber Security Word Processing

8:00 a.m.

Breakfast Mtg. for Saturday Judges/Administrators/Time Keepers

9:00 a.m. – 4:30 p.m.

Silent Auction

9:30 a.m. Performance Events (tentative)

Accounting Analysis and Decision Making Help Desk

Business Decision Making Hospitality Management Final

Business Law Impromptu Speaking Final

Client Service Final Job Interview Final

Community Service Project Management Analysis and Decision Making

Economics Analysis and Decision Making Marketing Analysis and Decision Making

Financial Analysis and Decision Making Parliamentary Procedure

Forensic Accounting Public Speaking Final

Future Business Educator Small Business Management Plan

Future Business Executive Strategic Analysis and Decision Making

10:00 a.m. – 2:00 p.m. Advisers’ Hospitality Suite

9:45 a.m. – 11:15 a.m. WRITTEN TEST EVENTS

Accounting Principles Justice Administration Marketing Concepts Business Communication Macroeconomics Microeconomics Information Management Org. Behavior & Leadership Networking Concepts International Business Personal Finance

11:30 a.m. – 1:00 p.m. WRITTEN TEST EVENTS

Computer Concepts Retail Management Statistical Analysis Project Management

Sports Management & Marketing Management Concepts

1:30 p.m.

Voting Delegate Session

2:00 p.m. Chapter Awards Session

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5:30 p.m. Awards Banquet

Sunday, April 10, 2016

8:00 a.m. Meeting with State Officers

CONFERENCE REGISTRATION

The online conference registration form must be completed by March 21, 2016. The registration

fee is $90 per student and per adviser. This fee includes the banquet meal on Saturday, April

10. The registration fee also helps cover the conference expenses: judging expenses, plaques,

certificates, guest meals, etc. For additional guests attending the banquet, $30 may be included

in your conference registration check or paid the day that you check in and receive your

registration packet. If this is the case, you must see Mr. Green to ensure that you receive a name

badge for your guest(s). Everyone, including guests, must have a name badge to enter the

banquet area on Saturday night. NOTE TO ADVISERS: $23 OF YOUR REGISTRATION FEE WILL

PAY MEMBERSHIP DUES TO THE PROFESSIONAL DIVISION FOR 2016-2017.

Please note that all outstanding balances must be paid before any member of your delegation

may compete. In addition, all state and national PBL dues must be paid by April 1 to compete.

REFUND POLICY: No refunds. Preregistration is required for the State Conference.

Please fill out the online form completely by March 21. Registration fees should be made

payable to GEORGIA PHI BETA LAMBDA and mailed to:

Mr. Tim Green

Georgia Phi Beta Lambda

North Georgia Technical College

P.O. Box 65, Hwy. 197 North

Clarksville, GA 30523

Fax: (706) 754-7811 Voice: (706) 754-7824 e-mail: [email protected]

Advisers $90 (includes PBL Prof. Div. dues of $23 for 2016-2017) Participants

$90

Banquet Guests $30

State Officers No Charge

FEI/Tax ID Numbers

Georgia PBL 582220128

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Westin Atlanta North at Perimeter 582252231

Georgia PBL Foundation, Inc. 582230467

CONFERENCE HOUSING

For the 13th year, the Westin Atlanta North at Perimeter will host the Georgia PBL State

Leadership Conference. The following rates were negotiated for the conference.

Type of Room Room Cost*

Single/Double (One Bed) $124

Double/Double (Two Beds) $124

Note that there are a limited number of Double/Double rooms available. Reserve early!

*Rates do not include the 14% hotel/sales tax. Remember to send your tax exempt forms if you

are paying with a school check.

A hotel housing request form (FORM A) is included for making your room reservations. Please

complete the form and mail or fax it to the Westin Atlanta North at Perimeter for receipt on or

before March 15. After March 15, the Westin Atlanta North will accept reservations on a space

available basis and rates may increase. Read and follow the instructions on the form carefully.

THIS ACTION SHOULD RECEIVE TOP PRIORITY. To confirm, call (770) 395-3914.

Check-in time is 3:00 p.m. and check-out time is 12:00 noon. Free parking is available at the hotel

for registered guests. Rooms will be available as soon as possible (although none are guaranteed

to be available before 3:00). The hotel will store baggage until rooms are available.

Payment for the rooms must be received by March 28. Our advice would be to send the check in

a tracking or signature type of mailing to ensure the receipt is traceable or signed for.

DRIVING DIRECTIONS

From East

Take Interstate 20 West to Interstate 285 North/West (Exit 67). From I-285 North/West take

Exit 28 (Peachtree-Dunwoody Road) and turn right. Proceed to the first traffic light and turn left

into the Concourse Complex. Follow signs to the hotel. The hotel is on the right.

From North

Take Interstate 75 South to Interstate 285 East. Proceed on I-285 to Glenridge Drive (Exit 26)

and turn left. Continue to the 4th traffic light and turn right on Hammond Drive. Proceed through

2 traffic lights and turn right into Concourse Office Park after the bridge. The hotel is on the left.

From South

Take Interstate 75 North to Interstate 675 (exit 227), then Interstate 285 East. From I-285 take

Exit 28 (Peachtree-Dunwoody Road) and turn right. Proceed to the first traffic light and turn left

into the Concourse Complex. Follow signs to the hotel. The hotel is on the right.

From West

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Take Interstate 20 East to Interstate 285 North/East (Exit 51). From I-285 North take Exit 26

(Glenridge Drive). Turn left onto Glenridge Drive. Proceed to the 4th traffic light and turn right on

Hammond Drive. Continue through 2 traffic lights and turn right into Concourse Office Park after

the bridge. The hotel is on the left.

IMPORTANT ADDRESSES AND PHONE NUMBERS

Hotel registration received or faxed by March 15 to: The Westin Atlanta North at Perimeter

Seven Concourse Parkway

Atlanta, GA 30328

Fax: (770) 395-3918

Phone: (770) 395-3914

Hotel Contact Person: Shaun Young

Email: [email protected]

Conference registration fees received by April 1 to: Mr. Tim Green

Georgia Phi Beta Lambda

North Georgia Technical College

P.O. Box 65, Hwy 197 North

Clarksville, GA 30523

Fax: (706) 754-7811

Voice: (706) 754-7824


State forms/reports/pre-judged components of events postmarked and/or submitted electronically by March 21 to: Mr. Sam Lester

Central Georgia Technical College

80 Cohen Walker Drive

Warner Robins, GA 31088

478-218-3247


School site tests postmarked by March 21 to:

Ms. Kim Yevak

PBL State Programs Award Director

Southern Crescent Technical College

1533 Hwy 19 S

Thomaston, GA 30286


Foundation Scholarship application,

Corporate sponsor checks, and Foundation donations

postmarked by March 21 to:

Mr. Jason Strickland

GA PBL Foundation

P.O. BOX 1159

Waycross, GA 31502

912-285-6106


EVENT PARTICIPATION

• Each PBL competitor may compete in any two events. (Exceptions are listed in the Chapter

Management Handbook.)

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• One chapter may send only two competitors or teams to compete in the same

performance event. Only three from a chapter may compete in the same written event.

• If a member has competed at a previous national conference OR has been eligible to

compete at the national conference, he or she may not again compete in that event.

EVENT INFORMATION

As a general rule, we follow the PBL NAP Competitive Event Guidelines. Where there is a

deviation, it is because of time and/or logistics restraints. In addition, should an issue be raised at

state competition by an adviser that requires a “judgment” be made, the state executive

committee will review the issue and make a ruling using their collective experience. Any decisions

that are made to resolve disputes are done so with the best interests of the students and “spirit of

competitive fairness” in mind.

Members must adhere to the dress code established by the National Board of Directors in order

to participate in a competitive event (including written test events) at state competition. A copy of

the dress code is included in the National Organization section of the Chapter Management

Handbook.

Members must be registered for competition and their registration fee and membership dues paid

in order to participate in a competitive event.

See page 42 of the Chapter Management Handbook regarding changes that include competitive

events. Also, refer to page 49 for specific guidelines and regulations, including special eligibility

guidelines. With some exceptions as shown on page 49, members may not repeat an event in

which

they competed at an NLC or in which they placed first or second at a Georgia PBL State

Conference.

Please ensure that competitors are at the designated place for their event before the event

begins and especially when they are scheduled to compete. Check your event time!!! Students

not in place when an event begins or when their performance time occurs will not be allowed to

compete. If there is a conflict in times, please let an executive committee member know.

Performance times will be posted; every effort is made to reconcile any scheduling conflicts

based upon the events for which a student is registered.

Calculators are permitted (as specified in the event descriptions) and must be provided by the

students. Graphing calculators and others equipped with memory devices are not permitted.

Cell phones, laptops, tablets, and other electronic devices are not permitted in the testing areas.

Students must provide sharpened No. 2 pencils.

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Events requiring advance preparation of items such as letters of application, resumes, reference

letters, videos, Web sites, etc. (Example: Job Interview, FBE, FBT, Web Site Design, etc.) must be

submitted to Sam Lester, Central Georgia Technical College, and postmarked by March 21,

2016.

You have already received your 2015-2016 Awards of Merit guidelines, Adviser of the Year,

and Chapter of the Year criteria, which are also listed on the georgiapbl.org website. Please

read and follow these event guidelines. Submit the form and documentation electronically to Sam

Lester, [email protected], by March 21, 2016.

All chapter activity reports (Community Project Service and Local Annual Business Report) are to

be submitted electronically to Sam Lester, [email protected], by March 21, 2016. These

report requirements are found on page 60; the report must be one document.

VOTING DELEGATES

Schools with 1-49 members are allowed two voting delegates. Schools with 50-110 members

are allowed 3 and those with more than 100 members are allowed 4. The great majority of our

chapters fall into the first category; two voting delegates for each chapter will be assumed unless

a chapter provides evidence of 50 or more members to warrant a third or fourth voting

delegate.

SILENT AUCTION

The Georgia Phi Beta Lambda Foundation will sponsor the silent auction. We ask that each

chapter bring one or more items to contribute to our silent auction for the PBL Foundation. Please

turn the items in at registration to Ms. Carol Pearson. The auction will be held from 9:00 a.m. —

4:30 p.m. on Saturday.

WEBSITE FORMS

The following forms are available on the Georgia PBL website. These forms and any required

documentation must be submitted to Sam Lester, Central Georgia Technical College and

postmarked by March 21, 2016. The forms are: Chapter of the Year, Adviser of the Year,

Georgia PBL Outstanding Student, and the Awards of Merit. These may be received

electronically.

The documents related to the Georgia PBL Foundation must be submitted to Mr. Jason Strickland,

Coastal Pines Technical College postmarked by March 21, 2016. These forms are: Corporate

Sponsors, Foundation donations, and the Foundation Scholarship applications. These may be

received electronically.

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FOUNDATION

• Corporate sponsors and donations are separate for awards purposes.

• Foundation donations count toward the reimbursement requirement of $400.

• Corporate sponsors count toward the reimbursement requirement of $400.

• Chapters eligible to receive reimbursement in a given year have the opportunity to

donate that amount back to the Foundation and count that toward the next year’s

donation amount

• Corporate sponsors and donations amounts may be combined for the reimbursement

requirement of $400.

• Receipts from the Foundation raffle may count toward the reimbursement requirement of

$400.

EventBase

Our conference will be using the Eventbase app for your smartphone or other device. Simply

download the free app to your device and search for the Georgia PBL State Conference. The

conference program will download and if any events are changed, the change will simultaneously

adjust on your device.

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GEORGIA PHI BETA LAMBDA

Form A

2016 State Housing Request Form

Please type or print very clearly all information requested. Duplicate as needed. It has to be received

by or faxed by March 15, 2016:

The Westin Atlanta North at Perimeter

Seven Concourse Parkway

Atlanta, GA 30328

Fax: (770) 395-3918; Phone: (770) 395-3914 [email protected]

Arrival Date: Time: Departure Date:

Time:___________

Name of person requesting rooms:

Address:

Telephone:

Institution:

Room Guarantee: Cardholder's Name:

Card Type: Card Number:

Exp. Date:

Please circle appropriate responses

below

Room Number

(Hotel Use)

Record all names to be assigned to each room, last name

first.

Male / Female

Handicapped Y N

1

2

3

4

Fax:

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Form GEORGIA PHI BETA LAMBDA

Please circle

appropriate responses

below

Room Number (Hotel Use)


first.

Male / Female

Handicapped Y N

1

2

3

4


below

Room Number

(Hotel Use)


first.

Male / Female

Handicapped Y N

1

2

3

4


below

Room Number

(Hotel Use)


first.

Male / Female

Handicapped Y N

1

2

3

4

13


below

Room Number

(Hotel Use)


first.

Male / Female

Handicapped Y N

1

2

3

4

Please note other special needs (particularly specific dietary requirements for banquet function):

B

State/National Projects

Page 1 of 2

The National Project for 2015-2016 is the March of Dimes Operation LIFT. Please indicate the activities

completed during this year that directly benefited this organization and attach receipts/documentation.

School: Chapter No.

Address:

Total amount of monies collected for and submitted to the March of Dimes: ___________

Activities completed:

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Signed:

Local Adviser

Signed:

Chapter President

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Form


B

State/National Projects

Page 2 of 2

One of the State Projects for 2015-2016 is to increase interaction with FBLA. Please compose a

report outlining the activities completed during this year that show direct involvement with FBLA.

School: Chapter No.

Address:

Compose a report following the Format Guidelines in the Chapter Management Handbook that

addresses the following areas:

• Location of PBL chapter and local FBLA chapters

• Timeline of interaction with FBLA chapter(s)

• Evidence of PBL chapter member visits to FBLA chapters

• Evidence of FBLA member visits to PBL chapter

• Evidence of collaborative activities other than visits (i.e. March of Dimes walk, etc.)

Pictures may be included and are encouraged; please attach this form with report submission.

Signed:

Local Adviser

Signed:

Chapter President

C

Local Recruitment of Chapters

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Use a separate form for each chapter chartered or reactivated. Duplicate as many copies of this

form as needed.

Name of new/reactivated chapter:

Address:

Activities completed to charter or reactivate:

Date chartered:

Signed:

Local Adviser

D

Adviser Service Recognition Award

Chapter No.

Name of school credited for chartering or reactivating chapter:

Date reactivated:

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Form


School:

Please list only the names of advisers for whom 2015-2016 marks an increment of 5 years of

service.

Adviser Name Total Years of Service (circle one)

5 10 15 20 25 30 35 40

5 10 15 20 25 30 35

40

5 10 15 20 25 30 35

40

5 10 15 20 25 30 35

40

5 10 15 20 25 30 35

40

List names of above advisers who will attend the State Leadership Conference and/or the

National Leadership Conference:

State Conference National Conference

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Signed:

Local Chapter Adviser

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Form


School: Chapter No.

E

Who's Who in PBL Award

List below the PBL member in your local chapter who has made the most outstanding contributions

to the association at the local, state, and national level.

State officers are automatically recognized in this event; therefore, a local chapter with a state

officer should select another deserving member for this honor.

Name of Nominee:

Signed:

Local Adviser

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School: Chapter No.

F

Businessperson of the Year

Prepare a biographical sketch of your local chapter's businessperson of the year using the criteria

in the National Events Guidelines. Attach this form to your nomination for Businessperson of the

Year.

Name of Person Nominated:

Signed:

Local Adviser

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Form

GEORGIA PHI BETA LAMBDA School:

Chapter No.

Form G

Website Design

Website Address _________________________________________________________

The website must be prepared by students. The website must be available for viewing on the

Internet at the time of judging (between March 21 and April 8). No changes may be made to the

website after the official entry date (March 21, 2016). See the Chapter Management Handbook

for the website topic. NOTE: this is NOT a chapter Web site and it may not be template-based.

The topic must be incorporated into the Web site design. The URL must be clearly written or typed

below.

Web Address:

Students responsible for the preparation of the website:

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School: Chapter No.

Signed:

Local Adviser

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GEORGIA PHI BETA LAMBDA Check List

Thank you for your continued support of Georgia Phi Beta Lambda. In order to make sure that

your chapter has submitted all of the necessary forms, you may use the following checklist:

All forms should be sent to Sam Lester, Central Georgia Technical College

Form B State Projects

Form C Recruitment of Chapters

Form D Adviser Service Recognition Award

Form E Who's Who in Georgia PBL

Form F Businessperson of the Year

Form G Website Development

Significant State postmark/electronic submissions deadlines: √

Hotel rooming list sent to Westin by March 15

School site tests to Kim Yevak March 21

Online Conference Registration March 21

Foundation Scholarship applications, Foundation donations, and

corporate sponsor funds to Jason Strickland March 21

Hotel payment received by the hotel by March 28

Last day of changes to competitive performance events April 1

Last day of changes to competitive written test events April 1

Due date for FBLA-PBL membership dues paid April 1

Conference registration payment (sent to Tim Green) April 1

PARTICIPANTS WITH SPECIAL NEEDS Notification Form

School:

POSTMARK DEADLINE: March 21, 2016

SERVICES FOR MEMBERS WITH DISABILITIES

Members who have disabilities add an important dimension to the organization. They serve as models within the profession and to the students, as well as provide guidance concerning program needs, sensitivity, and accessibility. Please contact us as soon as possible if you know of a delegate with a disability who may require special services.

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Participant's Name:

Participant's School:

Adviser’s Name:

Adviser's Work Phone Number:

Adviser’s Home Phone Number:

Adviser’s E-mail Address:

Event Entered:

List disability that might require special services:

Mobility Impaired Hearing Impaired

Uses a Wheel Chair Other:

Visually Impaired (please select one below)

Regular Print

Large Print

Braille

IEP, 504 Time Accommodation on Written Test:

I attest that all information provided on this form is true

and accurate. Adviser Signature:

Did I remember?

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Register students for conference

Submitted payment for registration to Mr. Green

Register students for two events each

Fax/email hotel rooming list

Submitted payment to hotel by March 28

Submitted tax exemption form to hotel by March 28

Give schoolsite tests to members

Mail schoolsite tests, postmarked by March 21

Submit application for Foundation Scholarship

Submit application for Conference Intern

Submit application for State Officer candidate

Submit form for Outstanding Member recognition

Submit form for Seal Awards

Submit form for Adviser of the Year

Submit form for Chapter of the Year

Submit form for BusinessPerson of the Year

Submit form and report for Interaction with FBLA

Submit form for March of Dimes reporting

Email Local Chapter Annual business report

Email community Service Project

Submit name for Who’s Who

Submit Years of Service information for adviser(s)

Submit Website form

Reviewed dress code with members

Reserved vehicle for trip

Reserved presentation equipment (laptop, scree, projector) for those events

Submitted Foundation donations

Submitted Corporate Sponsor donations

Submitted resume/cover letters for FBE or JOB

Designated (2) voting delegates

Obtained two or more silent auction items

Reported students with dietary needs

Reported students with Special Needs

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Reviewed agenda with members

Reviewed expectations with members

Reviewed competitive event schedule with each student

Reviewed EventBase app with students

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