table of contents - fbla-pbl€¦ · in a nutshell, pbl would not be where it is today without our...
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Table of Contents
State of the Chapter………………………………………………………………………… 3
Letter to the Membership…………………………………………………............... 3
Number of Members……………………………………………………….............. 4
Size of School and Community……………………………………………………. 4
Chapter History…………………………………………………………….. ……... 4
Productivity………………………………………………………………………....……... 5
Recruitment of Members…………………………………………………………... 5
Leadership Development…....................................................................................... 7
Career Exploration and Preparation………………………………………………... 8
Business Partnerships……………………………………………………………… 8
Public Relation Activities and Chapter Publicity………………………………….. 9
Support of FBLA-PBL National and State Projects……………………….............. 10
Community Service Projects………………………………………………..……... 10
Recognition………………………………………………………………………………… 11
Member Initiation and Celebration………………………………………………… 11
Participation at FBLA-PBL Conferences………………………………………….. 12
Businesslike Procedures…………………………………………………………….............13
Chapter Management………………………………………………………………. 13
Financial Development……………………………………………………………. 14
Statement of Cash Flows…………………………………………………………... 15
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State of the Chapter
Letter to Chapter Membership
February 20, 2015
Dear Phi Beta Lambda Members,
As we are approaching the end of another year of excellence, I am pleased to share with you the
progress and accomplishments of 2014-2015. First, we have doubled our marketing effort and recruited
8 new members during the first semester of the year. Many of our PBL members have stepped up to the
challenge by speaking in classes about our recruitment activities and representing the organization at
school fairs. Second, our stable finances have enabled us to give back to our members by covering their
conference registration costs and providing gifts for their contributions to the chapter. Our financial
success can be attributed to the increased fundraising effort through apparel sale and fundraising events.
Looking back at my first semester in this organization three years ago, I can safely say that PBL has
come a long way. Three years ago, this organization was still adjusting to the overhaul of constitution
and procedures. Because of this, it was unable to provide the privilege that we have now. Today, we
have the opportunity to meet professional speakers at almost every meeting and host professional
workshops of our own.
Needless to say, I have spent a great deal of my college career in Phi Beta Lambda. I have grown
professionally because of the amazing opportunities this organization has given me. PBL has helped me
communicate more effectively and speak more confidently in public. I never would have thought about
becoming President when I first joined but now, I am a leader for others. Fortunately, the rest of PBL are
also gaining the valuable experience through our opportunities and they, too, are becoming professional
leaders. I am thankful that the members are willing to provide their input in order to take this
organization to new heights.
In a nutshell, PBL would not be where it is today without our supportive adviser, Mrs. Cathy Poyner;
our diligent executive board; and our faithful members. Each of you have shown your support in
different ways that have helped the organization promote the FBLA-PBL mission and pledge. Thank
you for your contributions to the chapter and thank you for always keeping PBL’s best interest in mind
through your leadership and support. I am honored to have served this great group as President and I
wish everyone the best in their future endeavors.
Sincerely,
Joanne Chong
President
Eta Alpha Theta Chapter of Phi Beta Lambda
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Number of Members
Phi Beta Lambda’s chapter membership has been fluctuating in the last five years. Fortunately, our
strong recruitment effort has helped level out membership over the past few years. Our rise in
membership is due to our increase in publicity and recruitment efforts.
In Fall 2014, eight pledges were successfully initiated as active members. This Spring 2015, we have six
pledges who are on their way to becoming active members.
Size of School and Community
Truman State University is located in Kirksville, MO, a community with over 17,000 residents.
Kirksville is located in Northeast Missouri about 180 miles from Kansas City, MO and 215 miles from
St. Louis, MO. Truman State University has approximately 5,700 undergraduates; 290 graduate
students; and 370 international students representing more than 50 different countries.
Chapter History
Before a chapter of PBL was chartered
at Truman State University, Truman
PBL was known as the Business
Administration Club. In 1999, the Eta
Alpha Theta chapter of Phi Beta
Lambda was chartered and Cathy
Poyner, an accounting professor,
became the adviser. Today, Mrs. Poyner
is still the chapter adviser. Her influence
and experience has helped ensure that
the chapter continues to thrive.
26 25
44 52
39 38
24 30
43 35 32
2010 2011 2012 2013 2014 2015
Total Number of Members
Spring Fall
5
Productivity
Recruitment of Members
Recruitment season is one of the highlights every semester and
the past two semesters our chapter has notably stepped up to the
challenge of recruiting the best members for PBL. We have
revamped our recruitment process by adding more information,
more events, and more excitement. Marketing our chapter has
allowed us to show prospective members that a PBL
membership is an excellent investment of their time.
Below is a list of events that are typical during the recruitment
season:
Information Nights
Prospective members are encouraged to attend one of
the sessions in which a brief overview of the
organization will be provided. Member applications are handed out at each session.
Meet the Chapter Prospective members are able to socialize with the current members through conversations and
ice breakers.
Chapter Meeting Potential members will sit in on a regular chapter meeting to get a feel of the organizational
procedures. Also, a professional speaker will be invited and refreshments will be provided.
Interviews Potential pledges who turned in their applications before the deadline are interviewed to ensure
their compatibility with PBL.
Invite-Only Dinner Dinner will be provided by the Executive Board members to celebrate the successful applicants.
This is an opportunity for the new members to enjoy their first meal with their new PBL family.
All pledges must fulfill the requirements listed below:
Pay pledge member dues; $45 for one semester or $70 for one academic year.
Attend pledge meetings. (Allowed up to 2 unexcused absences)
Attend chapter meetings. (Allowed up to 2 unexcused absences)
Interview all pledges, active members, and chapter adviser.
Earn a 75% or better on all pledge quizzes. (Allowed 1 retake)
Work with pledge class to plan, promote, and facilitate an activity or event for the Chapter.
Participate in at least 3 service events and 3 social events during the semester.
Participate in all fundraising activities and events during the semester.
Adhere to FBLA-PBL National Dress Code while attending professional chapter meetings,
professional PBL sponsored events, and on campus every first Monday of the month. (If the first
Monday of the month is a holiday or a day of no classes, the following Monday shall be
observed.)
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Fall 2014 Recruitment and Pledge Season
Recruitment season in Fall 2014 lasted two weeks to ensure that our chapter reached as many potential
individuals interested in joining Truman Phi Beta Lambda. During the two weeks of recruitment, 75
posters were hung throughout campus, current members wore t-shirts promoting Truman PBL, executive
members spoke in classes about the benefits of joining
PBL, and social media was used to promote events. One
of our first few activities involved most of our members
volunteering at publicity tables over a few different days
while handing out information flyers and talking to
interested students. In addition, the executive board
members manned a booth at our campus activity fair to
further reach potential members. During these events,
interested individuals provided their e-mail address so
they could be contacted about upcoming recruitment
events.
At the end of the Fall 2014 semester, the Eta Alpha Theta chapter of Phi Beta Lambda had 8 successful
pledge applicants. The Fall 2014 Pledge Class organized and held a ‘PBL Game Night’ event for the rest
of the chapter. The goal of the Pledge Class Event is to provide an opportunity for the pledge class to
demonstrate their leadership skills. For the PBL Game Night, each pledge participated in the planning,
preparation, and execution of the event.
Spring 2015 Recruitment and Pledge Season
Spring 2015 recruitment efforts were successful in
recruiting 6 new pledge members. Recruitment
strategies included executive members as well as
Membership & Marketing Committee members
speaking in classes; passing out flyers; setting up
recruitment booths; participating in the Spring Activities
Fair; and promoting our recruitment events through e-
mails. Students who signed interest sheets at one of the
recruitment events were given a personalized welcome
via e-mail. The Membership & Marketing Chair also
worked together with staff in the Truman Publication’s
Office to create the recruitment poster as shown above. Seventy recruitment posters, which showcased
important recruitment events, were posted around campus. A Facebook event for Recruitment was
created and the chapter website was updated with the latest membership application, poster image, and
recruitment schedule.
The Spring 2015 Pledge Class will be required to fulfill all pledge requirements. The chapter eagerly
waits to see what the pledge class will plan for this semester’s Pledge Event. The Pledge Event, be it a
social, service, or fundraising event, is planned and executed by all members of the pledge class and is
the final showcase of their leadership ability to the chapter. Pledge meetings will be held weekly and
will be directed by the Membership & Marketing Chair as well as the committee members.
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Leadership Development
Holding Office
Nominations and elections for the new officer team are conducted toward the end of each academic
year. Active members and pledge members who fulfilled membership requirements are eligible to vote
and run for any of the nine officer positions. These positions are President, Vice President, Membership
and Marketing Chair, Secretary, Treasurer, Finance Chair, Service Chair, Social Chair, and Historian.
Officers are required to provide a brief overview of their role descriptions before nominations. At
elections, candidates are required to provide a two-minute speech and participate in a five-minute
question and answer session with the chapter. Candidates will be asked to leave the room while the rest
of the chapter will hold a five-minute discussion on all the candidates. Subsequently, candidates will be
allowed back in the room to cast their votes along with the rest of the chapter. The Secretary will count
the votes and the President will announce the name of the newly elected officer.
Serving on a Committee
Another way that our members gain leadership experience is by serving on one of five committees
within our organization. The committees correspond to the officer positions, Professional Development,
Membership and Marketing, Fundraising, Service, and Social. Committee members are able to learn
leadership skills by leading events put on by their committees or by taking charge of certain tasks. An
example would be professional development committee members leading a workshop at a chapter
meeting. Another great example is our Membership and Marketing Chair has developed titles for all of
her committee members and they each are responsible for one area of tasks. Giving members
responsibilities allow them to display their abilities to the entire chapter.
Conferences
PBL members have a great opportunity to develop leadership qualities by attending conferences
throughout the year. Every year our chapter sends members to National Fall Leadership Conference,
State Leadership Conference, and National Leadership Conference. These events provide members the
chance to compete in their respective fields and demonstrate their skills. They also get to network with
other PBL members from across the state and country. More so, members attend leadership workshops
that help them gain the tools they need to become successful.
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Career Exploration and Preparation
Truman PBL takes the opportunity to prepare students for business careers very seriously. Each
semester the executive board plans new events that cater towards developing those skills required in the
business field. Most of the events are held during chapter meetings in the form of workshops or
professional speakers.
At all of our chapter meetings we have a professional development event. Every other meeting a speaker
is brought in to talk about their career, skills they possess, their job market, and what students need to be
learning to be competitive. Examples of speakers include an FBI Agent, the Mayor of Kirksville, a
representative from DOT Foods, and an Edward Jones Adviser among many others. When there is not a
speaker at a meeting, a workshop is held. The goals of these workshops are to put skills into action and
allow members to practice what they have been learning or to teach a new skill. Some of our successful
workshops include networking practice, resume building, elevator speech practice, learning about
personalities, and social media skills.
University Sponsored Events
Every year we encourage members to attend career fairs, graduate school expos, and internship
interviews that are hosted by the University. This allows our members to utilize the networking skills
they learned through PBL.
Industry Exposure
Not only do members have a chance to network with those in the business field through school
sponsored events, but members get exposure to the industry through PBL events. Every semester
speakers from across various business fields attend our chapter meetings to present. Often enough, these
speakers will stay after to network with our members.
Business Partnerships
Our chapter volunteered in Bacon Fest, an annual event held by the Chamber of Commerce in Kirksville
to raise awareness of hunger problem by gathering money and food for the three local food pantries. Our
chapter cooperated with other organizations from Truman and A.T. Still University, as well as The Food
Bank For Central & Northeast Missouri, to collect donations. With the support from sponsors and
volunteers, including our members, a total of $1,644 and about 1,700 pounds of canned food were
collected at Bacon Fest 2014.
Another business partnership that PBL has collaborated with is Enactus, a business organization on
campus. This semester our chapter is working with Enactus to host a trivia night on campus. The trivia
night will help fundraise for both of our organizations. For the event, we will be selling tickets worth $5
that will include refreshments and entertainment.The profit earned from the event will be split between
PBL and Enactus.
Furthermore, Truman PBL has built a rapport with DOT Foods, a food distribution center in Mt.
Sterling, IL. We often have speakers from the company present at our meetings on their internship
programs as well as full time positions. Also, our chapter will be taking an industry trip to tour DOT
Foods’s warehouses this semester.
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Public Relation Activities and Chapter Publicity
Service
Over the course of the 2014-2015 academic year, our PBL chapter has cooperated with various
institutions within the community. In Fall 2014, the chapter partnered with Helping Hands, a mission
located in downtown Kirksville, and collected over 70 packages of paper products to donate to the
mission’s kitchen. Truman PBL established a connection with Hope’s Kitchen, a local food pantry that
operates on the weekends from August to May. Several of our members volunteered to cook and packed
hundreds of meals for delivery to local townspeople.
Activities Fair
Truman PBL participates in a campus-sponsored activity fair held each
semester as part of our promotional effort. Also, this fair is a crucial
component of a recruitment schedule as it helps promote our
organization to prospective members.
Philanthropy and Fundraising
Our PBL chapter participates in many philanthropic and fundraising
events every semester. As a result of hosting these events, we are able to
shine the spotlight on Phi Beta Lambda and inform the community of
PBL’s philanthropic efforts. These events ensure that PBL is growing its
presence on Truman’s campus.
Professional Dress Mondays
Every first Monday of the month members are adhere to the FBLA-PBL National Dress Code for the
entire day. Additionally, wearing PBL pins are required of active members. This creates a sense of unity
and pride within the members.
Chapter and Recruitment Shirts
Each PBL member is given an official PBL t-shirt when they first become part of the organization.
Furthermore, we aim to provide at least one additional apparel
each semester. In the past, we have ordered sweatshirts and
hoodies. By providing several apparel choices, members are
encouraged to wear their letters around campus more often in an
effort to promote the organization.
At the end of each semester, we would focus our effort into
designing recruitment shirts for the following semester. Then the
members would vote on a design and proceed to place orders. At
the beginning of the following semester, the chapter will
designate two days (within two weeks) for all members to wear
their recruitment shirt. By having members wear the apparel, this creates a
sense of unity within the organization. Also, recruitment shirts attract
prospective members to ask members about the organization.
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Support of FBLA-PBL National and State Projects
As a chapter, we have shown our support for
the state and national organizations by
actively participating in the recommended
projects. For instance, Truman PBL dedicates
one service event to March of Dimes each
semester. In the past, we have raised funds
through the sale of wristbands, mugs, mug
holders, ribbons, ring pops, and etc. Last
semester, Fall 2014, we sold ring pops and
earned $177 that was donated to March of
Dimes. This semester, we will be collecting
donations in baby bottles and we are aiming
to raise at least $200.
Furthermore, our chapter has been actively
pursuing the Gold Seal Chapter award each
year. First, we are continuously recruiting prospective members by promoting FBLA-PBL within the
local community through our service to the community. We have also organized events that identify
with the nine goals of FBLA-PBL. Second, we aim to provide at least 6 professional speakers that will
speak at our chapter meetings each semester. In addition to that, we encourage our members to host
workshops to help each other learn and enhance crucial transferable skills.
Community Service Projects
MLK Challenge
MLK Day Collegiate Challenge is an annual event on Truman’s campus to
commemorate Martin Luther King Day, which is also a day off for Truman
students. During the past few years, MLK Challenge has become one of Truman
PBL’s most important service events because it contributes greatly to the
community and helps our members build teamwork skills. Members can participate
in many kinds of service opportunities such as collecting canned food for food
pantries or walking the dogs for animal shelters.
Letters to Soldiers
For the past few years, our chapter has been expressing gratitude to the United States’ soldiers and
veterans by writing letters to them, usually during Christmas season. In December 2014, several
members sent their hand-written letters to the soldiers through the Operation Gratitude program. Our
chapter plans on continuing this activity in the upcoming academic year.
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Recognition
Member Initiation and Celebration
Member Initiation takes place at the end of every
semester where successful pledges are pinned as
active members. At the end of Spring 2014 a banquet
was held to recognize pledges receiving active
membership, members who excelled within the
chapter and the graduates leaving the organization.
The event was held on campus and dinner was
served. Member initiation takes place after the
chapter president says a few words and delivers her
farewell speech. Then graduate recognition is held
and members have a chance to say goodbye to those
leaving. It is a great way to bring the semester to an
end and conclude the academic year.
Our third annual Semi-Formal was held at the end of the Fall 2014. We began the event by
ceremoniously reflecting on all of our
accomplishments in the fall semester. After that,
we inducted our pledge class, who were excited
to put on their very own Phi Beta Lambda pin
and become active members. The ceremony
ended with us giving thanks to our dedicated
advisor and saying goodbye to one of our most
dear members as she graduated that semester.
Lastly, the event was concluded with members
dancing the night away.
The current pledge class will be initiated at the
banquet at the end of this semester in May.
School of Business Recognition Dinner
Truman State University’s School of Business hosts an annual dinner in honor of outstanding scholastic
achievement. Phi Beta Lambda members represent at this dinner because of their outstanding
performances at state and national FBLA-PBL conferences.
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Participation at FBLA-PBL Conferences
Missouri Phi Beta Lambda’s annual State
Leadership Conference was held on April 12, 2014
at the Holiday Inn Executive Center. Our chapter
adviser and 21 PBL members participated at the
conference. The conference featured competitive
events for individuals and teams; leadership
training; and election of state officers for the next
academic year. Our chapter was awarded the Gold
Seal Chapter Award of Merit. Over the past year we
had five members participate in the 2014 National
Leadership Conference in Nashville, TN and eight
members participate in the 2014 National Fall
Leadership Conference in Minneapolis, MN.
The following students/teams of Truman State
University were recognized at the Awards Program for the 2014 State Leadership Conference in
Columbia, MO:
Accounting Principles 3rd
Victoria Bynum
Business Communication 5th
Mai Pham
Business Presentation Team 3rd
Mai Pham
Hailey Ketchum
Victoria Bynum
Contemporary Sports Issues 1st Daniel Althoff
Entrepreneurship Concepts 1st Ashton Wolter
Impromptu Speaking 4th
Alexandra Stephenson
Job Interview 4th
Hailey Ketchum
Marketing Concepts 2nd
Quan Luong
Microeconomics 4th
Xiaochen Chen
Organization Behavior & Leadership 2nd
Linda Zhang
Personal Finance 2nd
Ashton Wolter
4th
Linda Zhang
Sports Management & Marketing 1st Daniel Althoff
3rd
Josh Gregg
Statistical Analysis 5th
Xiaochen Jin
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Businesslike Procedures
Chapter Management
Constitution
Truman PBL is conducted under the bylaws as stated in the Constitution for the Truman State University
Eta Alpha Chapter of Phi Beta Lambda. All chapter, pledge, committee, and executive board meetings
are operated according to the guidelines found within. Chapter officers guide members in the
development and implementation of various activities throughout the year. In addition, five unique
committees are utilized to supervise the implementation of the chapter’s largest activities throughout the
year. The Constitution helps ensure that Truman PBL conducts its business in an efficient and
professional manner.
Agendas
In order to keep meetings focused and timely, chapter agendas are created and distributed to members
before meetings. The President creates the chapter meeting agenda based on submitted reports and
business that needs to be discussed. The President also creates the agendas for the executive meetings
every week.
Pledge Meetings
Pledge meetings are held once a week before chapter meeting and led by the Membership and Marketing
Chair. These meetings prepare pledges to become part of the active body by educating them about PBL.
Membership and Marketing committee members are present at the pledge meetings and help with events
planned and evaluating pledges’ knowledge of PBL.
Chapter Meetings
Chapter meetings are held Mondays at 7PM. The President leads the meetings and ensures a smooth
progression. The Vice President invites business professionals to present at these meetings or puts on
workshops that highlight business skills. Officer reports are presented after the speaker or workshop, and
then old and new business is heard. Finally, announcements are made and the meeting is dismissed. In
order to promote socializing among members and speakers, refreshments are provided after the end of
the meeting.
Committee Meetings
Each committee meets regularly to plan events that pertain to their committee. Members get the
opportunity to share ideas and help plan the semester. Chairs distribute responsibilities to members and
the members have the chance to give feedback about events.
Executive Board Meetings
Once a week the executive board meets to discuss and debate chapter business. These meetings last
about an hour depending on the amount of business discussed. The meetings ensure that all executives
are on the same page and are working together to ensure a strong chapter.
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Financial Development
TruYo’s Fundraiser Truman PBL extended an invitation to collaborate with a local Kirksville frozen yogurt restaurant,
TruYo, to hold a fundraiser. The owner agreed to donate 10 percent of the night’s profits to Truman
PBL. The fundraiser was held on Tuesday, September 23rd, 2014 from 5PM until 9PM. Members were
encouraged to invite their friends to the store and make a purchase in an effort to fundraise for the
organization. As a result, we raised a total of $45.
Student Senate The Grants & Sponsorships Committee of Truman State University has reviewed our request for funding
for the State Leadership Conference 2015. The conference will be held in Springfield, MO, located four
hours away from Kirksville. We are estimating a high expenditure for lodging and travel for the
conference. Fortunately, with the approval of Student Senate, we were granted $1,000.
School of Business Grant Truman State University’s School of Business awarded Truman PBL a $1,000 grant to help subsidize
for travel, lodging, and registration costs for the 2014 National Leadership Conference in Nashville,
Tennessee. This grant was used to cover hotel expenses and the rest of the money was then split among
the attendants.
Krispy Kreme Donuts Fundraiser During November 2014, our chapter collaborated with Krispy Kreme Doughnuts, Inc. Each member is
required to sell at least 2 dozens of donuts at $8 per dozen. We spent two weeks from September 29 -
October 13 to collect orders. On October 20, Krispy Kreme donuts were available for pickup on campus.
From this fundraiser, we sold over 70 dozens of donuts and raised a total of $777.
“Blown away by our Krispy Kreme sales!”
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Truman Phi Beta Lambda
Statement of Cash Flows
For the Eight Months Ended January 2015
5/15/2014 Balance Forward
Cash Inflows $900.52 From Active Members (Dues):
18 Members x $60 $1080.00
3 Members x $35 $105.00 $1185.00
From Pledge Members (Dues + T-Shirts):
2 Members x $70 $140.00
6 Members x $40 $240.00 $380.00
NLC Hotel $458.46
Apparel $285.00
Conference Reimbursement $585.00
Tru-Yo Fundraiser $45.00
Krispy Kreme Fundraiser $777.00
Miscellaneous $45.00
March of Dimes $177.00
Total Cash Inflows $3,937.46
Cash Outflows National Dues:
31 Members x $10 $310.00
State Dues:
31 Members x $10 $310.00 $620.00
NFLC Registration Fees:
8 Members x $60 $480.00
Recruitment (Shirts, Supplies) $802.98
Printing, Speaker Gifts, & Misc $521.48
Ring Pops (March of Dimes Fundraiser) $84.69
March of Dimes $177.00
Formal & Grad/Advisor Gifts $463.44
NLC Reimbursements $273.00
Social Events $75.33
Krispy Kreme Fundraiser $356.25
Total Cash Outflows $3,854.17
Net Increase in Cash $83.29
2/1/2015 Balance Forward $983.81