NC FBLA Officer Candidate Guide

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North Carolina
Future
Business
Leaders
of
America FUTURE BUSINESS LEADERS OF AMERICA-PHI BETA LAMBDA, INC
Officer Candidate Guide
2006-2007 Edition
Officer Candidate Guide 2006-2007
Page 2
June 2005
Revised June 2006
It is the policy of the Department of Public Instruction not to discriminate in its
educational programs and activities with regards to race, color, age, gender or
disability.
Officer Candidate Guide 2006-2007
Page 3
NORTH CAROLINA FUTURE BUSINESS LEADERS OF AMERICA
OFFICER CANDIDATE GUIDE
TABLE OF CONTENTS
INTRODUCTORY LETTER...........................................................................................................................................4
FBLA PLEDGE, CREED, GOALS .................................................................................................................................5
COMMENTS FROM FORMER STATE/NATIONAL OFFICERS...........................................................................7
QUALIFICATIONS AND PROCEDURES FOR STATE/NATIONAL OFFICE....................................................8
RESPONSIBILITIES OF STATE OFFICERS.............................................................................................................10
DUTIES OF NC FBLA OFFICERS..............................................................................................................................12
GENERAL ADVISER INFORMATION.....................................................................................................................14
FINANCIAL PROVISIONS...........................................................................................................................................15
ELECTIONS - RULES AND REGULATIONS....................................................................................................16
CAMPAIGN TIPS............................................................................................................................................................19
SUGGESTED TIME LINE AND TENTATIVE SCHEDULE...................................................................................21
SAMPLE FINANCIAL STATEMENT.........................................................................................................................22
SAMPLE FINANCIAL STATEMENT.........................................................................................................................23
APPENDIX........................................................................................................................................................................24
OFFICER CANDIDATE APPLICATION....................................................................................................................25
LOCAL CHAPTER ADVISER AND PRINCIPAL STATEMENT OF RECOMMENDATION.........................................................27
PARENTAL PERMISSION..........................................................................................................................................28
OFFICER CANDIDATE STUDY GUIDE....................................................................................................................29
STATE OFFICERS CODE OF CONDUCT..................................................................................................................33
Officer Candidate Guide 2006-2007
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Introductory Letter
JUNE 2007
Dear Prospective NC FBLA Officer Candidate:
Congratulations! You have taken the first step toward running for office. As an officer candidate
you are demonstrating one of America's most noble and precious resources: the democratic
process.
This guide provides you with essential information and steps that you need to know to become
an officer. The experience can be challenging and exciting, but it will not be easy. To put you in
the arena with other officer candidates, you will need determination, commitment, preparation,
and effort. And once in that arena, the next challenge is to get elected. You will have to
persuade the voting delegates at the State Leadership Conference that you are the one for the
job!
Preparing, campaigning, speaking—all come together to form a learning experience you will use
for the rest of your life. Even if you are not elected, the experience is invaluable.
Please be aware that you cannot become a state officer alone. You need the support and
encouragement of many people.
Your parents and school administrator need to be informed and support your
effort. Officers attend several conferences and workshops, and they do miss
several days of school class time during the term of office.
Your local adviser will need to approve and sign your application for office and
serves as your coach and guide through the entire process. Your adviser is also
the link to the FBLA state adviser.
Your chapter officers and members need to support your candidacy and rally
behind your campaign.
Your campaign manager is selected by you to help plan your election campaign.
This person will introduce you at the business session/campaign rally at SLC if
you become a candidate.
Becoming an officer is a challenge, but you can do it if you try!
Lorraine Stephens
NC FBLA STATE ADVISER
Officer Candidate Guide 2006-2007
Page 5
FBLA Pledge, Creed, Goals
Pledge
I solemnly promise to uphold the aims and responsibilities of Future Business Leaders of
America-Phi Beta Lambda and, as an active member, I shall strive to develop the qualities
necessary in becoming a responsible business leader.
Creed
I believe education is the right of every person.
I believe the future depends on mutual understanding and cooperation among business, industry,
labor, religious, family and educational institutions, as well as people around the world. I agree
to do my utmost to bring about understanding and cooperation among all these groups.
I believe every person should prepare for a useful occupation and carry on that occupation in a
manner that brings the greatest good to the greatest number.
I believe every person should actively work toward improving social, political, community and
family life.
I believe every person has the right to earn a living at a useful occupation.
I believe every person should take responsibility for carrying out assigned tasks in a manner that
brings credit to self, associates, school and community.
I believe I have the responsibility to work efficiently and to think clearly. I promise to use my
abilities to make the world a better place for everyone.
Goals
Develop competent, aggressive business leadership
Strengthen the confidence of students in themselves and their work
Create more interest in and understanding of American business enterprise
Encourage members in the development of individual projects which contribute to the
improvement of home, business and community
Develop character, prepare for useful citizenship and foster patriotism
Encourage and practice efficient money management
Encourage scholarship and promote school loyalty
Assist students in the establishment of occupational goals
Officer Candidate Guide 2006-2007
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Facilitate the transition from school to work
Officer Candidate Guide 2006-2007
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COMMENTS FROM FORMER STATE/NATIONAL OFFICERS
"We are just ordinary members who have the determination and desire to strive
for the best we can be. You should never feel that you have to be extra-special
to fill the shoes of a state officer; you just must be willing to put much effort and
enthusiasm into the job."
"Without FBLA I would not have been able to experience so many wonderful and
unforgettable events. I know that as I become a leader in society, I'll always
remember what FBLA has done to prepare me. I just wish that every high school
student could experience all the great things I have."
"Running for a national office is not an easy task, but it is most rewarding. As a
member, I wondered what it would be like holding such a prestigious office. I
realized that it was more than a title, it was a chance to encourage individuals to
reach toward their highest potential."
"Becoming a state officer was a way of developing professionalism in myself and
incorporating all that I had learned, both in the classroom and in membership in
FBLA."
"I never really thought becoming a state officer could be a reality for me. It was
hard for me to put myself in that role because, I would go to our State Leadership
Conference and see people standing on stage, and I was in awe! I didn't think it
could happen! But I asked them what was involved, and that's what really got me
going. I thought, Yes, I think I can do that!"
"Success is not measured by what you do in competition with others. Success is
measured by what you do compared to what you're capable of doing. Accept the
challenge and take the risk. Grab onto the once-in-a-lifetime opportunities
passing you now."
Officer Candidate Guide 2006-2007
Page 8
QUALIFICATIONS AND PROCEDURES FOR STATE/NATIONAL
OFFICE
1. All candidates must:
A. Be an active member of NC FBLA.
B. Be a member in good standing in an FBLA chapter at the school in which
he/she is enrolled.
C. Have a least one full school year remaining at the secondary level.
D. Hold or have held an office in the local chapter or region and/or served as
chairman of an outstanding committee; hold or have held elective or
appointed offices in other youth organizations.
E. Have maintained at least a B average in high school.
2. Candidates for national office must follow the same application procedure
as a candidate for state office.
3. All state officers must abide by the State Officers Code of Conduct and submit a
signed form (included in the guide) prior to attending State Officer Training.
4. Candidates for president, regional vice-president, and any national office shall
submit the following to the state adviser to be received by December 1.
Officer Candidate Application (2 pages)
Transcript with business classes underlined in red
Résumé including qualifications for office and future plans
Statement of Recommendation from local chapter adviser and the
principal
Statement of Parental Permission
5. All applicants must complete the Officer Candidate Study Guide. This study
guide (located at the end of this booklet) contains questions on state and
national FBLA facts and history. Bring the completed study guide to turn in
at your candidate interview. During the interview you will be expected to
display knowledge about the FBLA organization. The study guide is to be the
sole work of the candidate. (The candidate may use print and electronic
resources but may NOT receive help from any individual.)
6. All candidates will participate in an initial interview prior to the State Leadership
Conference. The interview team will be composed of a panel of at least one
state officer and one member of the Board of Directors. Candidates for the
office of Regional Vice President will be screened at their respective Regional
Officer Candidate Guide 2006-2007
Page 9
Competitive Events Conference. Candidates for the Office of State President
and candidates for national office will be screened at a central location during
the month of February.
7. Only those applicants present and officially certified by the Officer Briefing
Committee at the State Leadership Conference shall be eligible for nomination
as a candidate.
8. Candidates for national office will be interviewed by members of the Executive
Council and the Board of Directors during the State Leadership Conference.
There will be only one national officer candidate from North Carolina.
9. During the screening process candidates will answer one question in written
form to demonstrate their writing ability.
10. All candidates for vice-president shall be elected from the same region they are
to represent. All candidates shall be elected by secret ballot in the voting
session at the State Leadership Conference by majority vote.
11. The names of candidates for state office will be available by calling or emailing
the state office.
12. Candidates for office shall be notified following the interview procedure. The
criteria will be weighted as follows with a score of 75% needed to be a qualified
candidate:
Interview 50%
Résumé 10%
Study Guide 25%
Written Questions 15%
Officer Candidate Guide 2006-2007
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RESPONSIBILITIES OF STATE OFFICERS
As a state officer you are a member of the State Executive Board. This officer
team plays a vital role in planning projects, workshops, and conferences. Your
main duty is to be a contributing member of the team and provide support not
only for your fellow officers, but also for North Carolina FBLA.
All state officers are required to attend all NC FBLA Board of Directors meetings,
State Officer Training, a Broyhill Leadership Conference, the National Leadership
Conference, Career Technical Education Summer Conference, Fall Regional
Leadership Conferences (as assigned), the National Fall Leadership Conference,
Regional Competitive Events (as assigned) and the State Leadership
Conference.
All officers shall:
§ Prepare and present workshops as required for the Career Technical
Education Summer Conference, Fall Regional Leadership Conferences, and
other leadership conferences.
§ Acquire good basic knowledge of the organization and be capable of
discussing ideas and issues intelligently.
§ Portray the proper image when representing the organization by wearing the
official uniform.
§ Use correct grammar, display proper manners and etiquette, maintain a
positive attitude, and demonstrate effective public relations skills in working
with individual members and chapters.
§ Be a good listener.
§ Prepare appropriate speeches when asked to visit schools, conferences, and
business and civic groups.
§ Contribute ideas for state projects during State Officer Training.
§ Serve as a model representative for FBLA public relations. Officers are called
upon many times to make presentations before adult and student
organizations and at times will need to miss school to represent FBLA.
Officers must keep up to date on correspondence. A copy of all memos and
letters sent to local chapters must be promptly submitted to the state adviser as
well.
Officer Candidate Guide 2006-2007
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Officers must submit a monthly activity report to the state adviser. A copy may
be sent to fellow officers.
State officers must secure an official FBLA navy blazer, khaki slacks/skirts, red
dress (females) and white oxford shirts (guys) or collarless plain white blouses
(girls). The emblem patch for the blazer will be supplied by the state office.
FBLA attire must be worn at all board meetings, conferences, and other activities
when representing FBLA. Additional official attire may be required.
Prior to traveling on behalf of NC FBLA, officers must submit a permission form to
the state adviser.
All officers shall install incoming officers at the State Leadership Conference.
Additional responsibilities:
§ Communicate with FBLA members through The North Carolina
Business Leader by submitting articles.
§ Possess a working knowledge of parliamentary procedure.
§ Work closely with local and state advisers. Keep them informed at all
times.
§ Communicate with other officers. Give fellow officers full support. An
officer team should be unified and must bond together to support the
goals of the organization.
§ Work with your local chapter. Let members benefit from having a state
officer. Remember that all officers need the support of their chapters to
be truly successful.
§ Recognize the good and outstanding work of others.
§ Recruit new members and chapters.
§ Have a positive attitude as you are always in the public's eye!
Violations of these policies will result in immediate disciplinary actions, which
may include removal from office by the state adviser.
Officer Candidate Guide 2006-2007
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DUTIES OF NC FBLA OFFICERS
Section 1. President
It shall be the duty of the president to preside over all Executive Council
meetings at which time plans will be made for the State Leadership
Conference. The President shall appoint all special committees as
deemed necessary and shall serve as ex-officio member of these
committees. The President must promote chapter organization as well as
chapter activities. These tasks, which are most important, can be
accomplished by three form letters. At the beginning of the school year,
the first letter should be sent to each chapter requesting that they
cooperate with the President during the year. The second letter should be
sent to chapters who are interested in forming new chapters. This letter
should be a follow-up letter to one written by the State Chairman and/or
State Adviser. The third letter should be a letter of congratulations to the
chapter in becoming an active chapter of FBLA. It shall be the duty of the
outgoing FBLA President to prepare the annual activities report for the
state chapter. The President shall also present state activities reports at
regional and national meetings as requested.
Section 2. It is the duty of the regional vice presidents, acting under the direction of
the President, to promote the welfare of the FBLA organization in the
state. Should the office of President become vacant, the Vice-Presidents
shall select from among themselves one to assume the duties of the
President. The Board of Directors must confirm the decision of the Vice-
Presidents before the office of President is considered filled. The vacant
vice president’s position will then be filled by the Board of Directors. The
Vice-Presidents shall carry out specific duties as may be assigned by
these bylaws, the President, or State Adviser.
§ The regional vice presidents with the advice and counsel of the state
advisor shall determine which vice presidents will assume or begin the
rotation for the following responsibilities:
Each regional vice president shall assume responsibility for publishing the
state FBLA newsletter, THE NORTH CAROLINA BUSINESS LEADER.
Beginning in September, one vice president shall publish the newsletter
(four pages minimum) highlighting events in his/her region as well as state
and national activities. The monthly newsletter shall be published on a
rotating basis and each vice president shall be responsible for only one
month each year. Each year, the region that published the September
newsletter will move to May the following year and the other vice
president’s responsibility will rotate as far away as possible from the
month for which their region was responsible the previous year. Electronic
copies of the newsletter would be made available to local chapters.
Each vice president collects the news from each chapter, sends news
Officer Candidate Guide 2006-2007
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items concerning the North Carolina FBLA to local and state newspapers
and to TOMORROW’S BUSINESS LEADER, the national news publication
for FBLA. Each regional vice president must notify each chapter of the
deadline for submitting news. After news items are received from
individual chapters, the vice presidents must check each article for
correctness of form and write the news item in third person if this was not
done by the chapter reporter.
One regional vice president shall serve as guardian of the FBLA State
Sign and is expected to carry it to all regional and national meetings and to
be responsible for seating the state delegation together at the regional and
national meetings.
Two regional vice presidents shall record accurate records of the sessions
of the State Leadership Conference, State meetings at National
Conferences and of the meetings of the Executive Council. One copy of
the minutes shall be sent to the State Adviser for the permanent files, one
copy is kept for the secretary’s files, and one copy is sent to each local
chapter in the state. These vice presidents shall keep on file copies of the
state and national constitutions and shall perform such other duties as
directed by the President or State Adviser.
Three regional vice presidents shall record activities of interest pertaining
to the local, state, and national organizations and keep a history in the
form of video tape. These vice presidents shall secure as much footage
as possible of state activities to be used in video tapes to be made
available to member chapters. These vice presidents should write a short
note to local chapters early in October reminding them to begin collecting
video footage to be placed in the state video tape. In early February,
these vice presidents shall notify all chapters of the deadline for submitting
video footage to be included in the state video tape.
Three regional vice presidents shall organize materials for the FBLA
website. These vice presidents will review the materials in the website to
ensure that they are accurate and current. Materials will be moved out of
the website whenever they are no longer accurate or needed.
Collaborating to improve the website will be the responsibility of all three of
these vice presidents. One of these three vice presidents will become the
key contact with the website provider to ensure that information flows
through an organized process to the webmaster.
Officer Candidate Guide 2006-2007
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GENERAL ADVISER INFORMATION
"Mentor" is defined as a trusted counselor or guide, a tutor or coach. This definition aptly
describes the role of a state officer's local chapter adviser. From the moment a student
considers running until his/her term of office ends, the adviser is a key figure.
The adviser counsels the student on the qualifications and duties of a state officer and helps with
the decision to run. The adviser guides the student in the campaign process and serves as tutor
and coach during the officer's term of office.
The adviser works closely with the state adviser and is kept fully informed of all aspects of the
officer's work.
It is sometimes difficult for an adviser to play the dual role of adviser and teacher. The
relationship between adviser and officer is critical to the success of the term of office. The
officer must realize that the local adviser's signature on the application shows their
support to the officer and organization.
The adviser should review all workshop/speech content and materials, and make sure that the
officer practices the workshop/speech before an appearance.
Advisers shall:
Accept responsibility for assisting officers. Secure the endorsement and support of
parents, school officials, and employers, if applicable.
Be prepared to devote office space and personal time to your state officer. Helping your
officer get organized is important. He/she must learn to budget time and keep materials
readily available. Adequate file space and a good filing system are essential. It is helpful
to secure the assistance of a good secretary--hopefully an FBLA member who will devote
time and effort to you and your officer. All must pitch in during critical periods.
Be informed about state programs, priorities, and critical issues so ideas and counsel
may be given to your officer. Don't expect the officer to understand issues and have
background information without assistance.
Present a positive image of FBLA and its programs. Take an active part in helping your
officer reach his/her personal and organizational goals.
The adviser for each vice president shall be responsible for making arrangements for the
regional competitive events meeting.
Officer Candidate Guide 2006-2007
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FINANCIAL PROVISIONS
The state office will cover travel and lodging expenses for state officers to attend
required functions. Whenever notified by the state adviser, all state officers must
register for national conferences through their local chapters. The state office
will then reimburse the chapter for the registration fee upon receipt of a copy of
the registration form. Registration for the State Leadership Conference is
complimentary for state officers.
Name badges will be provided for newly elected state officers.
All officers will need the official uniform. The official attire for female officers is a
navy FBLA blazer, khaki skirt/slacks, nude hosiery, plain navy pumps and a white
blouse with a plain rounded neck, no collar. The female officer attire also
includes a red dress with the navy blazer and the navy pumps. The official attire
for male officers is a FBLA blazer, khaki slacks, navy socks, white button-down
collar shirt, and tie. Other accessories will be discussed at State Officer Training.
Additional official attire may be required.
Formal attire is required for the Awards Program at the State Leadership
Conference. Ladies will wear a formal (color determined at officer training) and
the gentlemen will wear a tuxedo with appropriate cummerbund/vest. These
expenses must be incurred by the officer.
Officer Candidate Guide 2006-2007
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ELECTIONS - Rules and Regulations
(President, Vice-Presidents)
1. There shall be no formal campaigning before the officer candidate passes
the screening process during the Officer Candidates' Briefing at the State
Leadership Conference (SLC).
2. The candidate must be accompanied to the Officer Candidates' Briefing at
SLC by his/her campaign manager and local chapter adviser.
3. During Officer Candidates' Briefing at SLC, a financial statement listing all
revenues and all campaign expenditures by vendor and items purchased
must be accounted for on this report. All donations must be listed by item
and name of donor. The state office recommends that all candidates
spend no more than $150.00 on their campaign.
4. Candidates must submit the items below, if used in the formal campaign, to
the screening committee during the Officer Candidates' Briefing at SLC:
§ One each of their campaign items to be properly identified with
the name of the candidate and office sought. Community
relation items such as literature, buttons, bumper stickers do
not need to be personalized.
§ A report of all campaign income and expenditures by vendor
and items purchased. All items to be distributed during the
campaign must be accounted for on this report. All donations
must be listed by item and name of donor. The state office
recommends that candidates spend no more than $150.00 on
their campaign.
§ Copies of printed materials that give reference to the candidate
or the office sought.
§ A description of audio-visuals that are to be used. Any use of
audio-visual materials/presentation and related equipment are
the financial responsibility of the candidate. Candidates may
need to provide a person to operate equipment. The cost of
audio-visual equipment can be high (example: a VCR with
monitor is $165 to $200 per day.) Candidates wishing to use
audiovisual equipment in their campaign booth must also
Officer Candidate Guide 2006-2007
Page 17
arrange for electrical hook up by calling the state office. This
expense is the responsibility of the candidate. The only
audiovisual equipment that may be used during the campaign
speech is a cassette player. Candidates must provide the
equipment and person to operate. bring or rent all their
equipment through the hotel and provide
5. Monies, alcohol, tobacco, matches, or helium filled balloons may not be
distributed. Any item to be distributed must be approved by the officer
screening committee.
6. Approved banners, posters or any other promotional materials are to be
displayed in an assigned area only. Items may not be taped or tacked to
walls, floors, ceilings or furniture. No helium filled balloons may be used to
decorate the booth. Candidates and campaign managers must wear
conference name badges to decorate the booth.
7. No caucusing or campaigning is allowed after 11 p.m.
8. No caucusing or campaigning is allowed on sleeping room floors.
9. Caucusing will be done before chapter delegates grouped according to
region. The vice president shall serve as moderator to monitor time and
questions. Candidates may give a 4-minute speech/skit and in addition
there will be 5 minutes for questions and answers. There will be a short
break between candidates during the regional caucus.
10. The candidates for president will deliver their campaign speeches at the
opening general session at State Leader Conference. The vice-president
candidates will be introduced at this time. All candidates will be required to
answer a fish bowl question during this session. The vice-president
campaign speeches are delivered in the respective regional meetings
during the State Leadership Conference. Elections for all state officers will
take place during the voting delegates’ session.
Presentation speeches by the campaign managers and campaign
speeches by the candidates are limited to a total of four (4) minutes,
including set up time for props. These time limits will be strictly
enforced.
Violations of these regulations may disqualify a candidate.
Officer Candidate Guide 2006-2007
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Officer Candidate Guide 2006-2007
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CAMPAIGN TIPS
One of the highlights of FBLA-PBL conferences is the election of officers. In order to
determine the best candidate for each office, information must be gathered on all
candidates. Campaigning is a series of organized, planned actions necessary for
electing a candidate. It is very efficient way to provide information on the qualifications
and characteristics of a candidate.
It is not too early to start planning! Organization is of great importance, if accurate
information outlining the positive characteristics and goals of a candidate is to be
developed. Scheduling of specific tasks that must be done is necessary so that the
ideas and plans will be accomplished. By having a set schedule and sticking to it, all of
the campaign materials and ideas will be finished before the date of campaigning, and
there won't be a mad rush at the last minute.
Campaigning is a learning experience that won't be forgotten. It can be both
exhilarating and stressful but it should also be fun! It is important to be well rested, to
look your best, and be mentally sharp when campaigning. You have enthusiasm! You
have experience! You have determination! These are all qualities an officer candidate
needs.
Here are some suggestions:
1. Review the duties and qualifications required and decide which office is best for you.
2. Complete and mail all necessary applications by the deadline.
3. Get the support of your local chapter.
4. Develop a timetable for carrying out each step of your campaign.
5. Read the rules and regulations for campaigning at the state conference.
6. Choose a dependable person who knows you well to serve as your campaign manager.
Select a committee to organize your campaign booth.
7. Have members of your local chapter assist at the campaign booth to show their support.
8. Create a campaign theme that will distinguish you from the other candidates. Use your
theme throughout the entire campaign to establish a link of identification for the
conference delegates. Develop a fact sheet or brochure highlighting the ideas and goals
of the candidate.
9. Collect promotional materials and donations from local businesses.
Officer Candidate Guide 2006-2007
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10. Study FBLA-PBL's background and current activities.
11. Practice your campaign speech, (integrating the theme,) and caucus questions in front of
others.
Officer Candidate Guide 2006-2007
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SUGGESTED TIME LINE AND TENTATIVE SCHEDULE
(See calendar of events for actual deadlines)
SEPTEMBER- Review qualifications for office
Review duties of officers and advisers
Get approval of local chapter adviser(s)
NOVEMBER Complete Officer Candidate Application:
§ Transcript--underline business classes in red
§ Résumé
§ Adviser/Principal Statement
§ Parental Permission
Local adviser checks application for completeness, furnishes
information requested, signs application and sends completed
application to state adviser (to be received by December 1.)
Establish platform/Plan campaign
Choose campaign manager
JANUARY/ Officer Candidate Screening for Vice President Candidates
FEBRUARY Regional Competitive Events
FEBRUARY Officer Candidate Screening for State President Candidates and
national officer candidates
MARCH STATE LEADERSHIP CONFERENCE BEGINS
§ Officer Candidate Briefing
§ Opening General Session
§ Campaign Booths
§ Regional Caucus Meetings
§ Voting Delegates Session
§ Rehearsal for Installation of Officers
§ Awards Session and Installation of Officers
Officer Candidate Guide 2006-2007
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NC FBLA STATE OFFICER CANDIDATE
SAMPLE FINANCIAL STATEMENT
Frederick B. Leaderman
Candidate for State President
March ___,xxxx
A. Revenues
a. Local Chapter $25.00
b. Frito Lay, Inc. $50.00
c. Peoples Bank $25.00
d. Dr. Loyal Supporter $50.00
Total Revenues $150.00
B. Expenses
1. Spirit Line (Buttons) $100.00
2. Sam’s (candy) $ 30.00
3. Booth Supplies $ 15.00
4. Gem’s Trading (pens) $ 10.00
Total Expenses $155.00
C. Net Expenses Over Revenues ($5.00)
Note: Other Donations
*City Bureau of Recreation - City Promotion Literature
*Community Chamber of Commerce - Town Stickers
*Jones Electric - Printing of Pamphlets, Cards, Posters
*First United Bank - Pencils
*Acme Pharmaceuticals - Note pads
Officer Candidate Guide 2006-2007
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NC FBLA STATE OFFICER CANDIDATE
SAMPLE FINANCIAL STATEMENT
Felecia Beth Winner
Candidate for State President
April ___, xxxx
Revenues
FBLA Chapter Donation $ 25.00
SU Chapter of PBL 25.00
FBLA Member Contribution 5.00
Charity Savings & Loan 10.00
FBLA Member Contribution 10.00
Dr. Loyal Supporter 65.00
Personal Resources 10.00
Total Revenues $150.00
Expenses
Typesetting for brochures $ 20.00
Photographs for campaign materials 25.00
Cardinal stickers for badges 20.00
Posters & silk screening 20.00
Brochures 15.00
Flyers 15.00
Bookmarks 5.00
Pencils 5.00
Campaign booth banner 20.00
Flyswatters 5.00
Total Expenses $150.00
Balance on hand: $000.00
Officer Candidate Guide 2006-2007
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APPENDIX
Officer Candidate Guide 2006-2007
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NORTH CAROLINA FUTURE BUSINESS LEADERS OF AMERICA
OFFICER CANDIDATE APPLICATION
Each prospective candidate must complete this application and mail entire application package
to: State Adviser, NC FBLA, 6358 Mail Service Center, Raleigh, NC 27699-6358. All materials
must be received by December 1.
State Office Applying For
Name
Chapter
School Address
Street City ZIP
NC FBLA Region Current Year in School 9 10
11
Home Address
Street
City
ZIP
Birthdate
E-mail Address
Place of Employment (if employed)
Type of Business Position Held
Name of Campaign Manager
Adviser’s Name
Adviser’s School Number ( ) FAX( )
Best time to call E-mail address
Adviser’s Home Telephone ( )
Adviser’s Home Address
I certify that I am an active member in good standing of the
chapter of FBLA. To the best of my knowledge, all information submitted is accurate and correct.
Candidate’s Signature Date
Attach to this form a copy of your current high school transcript, résumé, and parental
permission form to run for office and statement of recommendation from your local
chapter adviser and school principal.
Officer Candidate Guide 2006-2007
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Officer Candidate Application Page 2
To become an officer of North Carolina FBLA requires a commitment on the part of all parties
concerned. In order to make that commitment, each party must understand their responsibility in
this leadership training. In order for a candidate to be eligible for office, this agreement must be
signed by all parties indicated.
IF ELECTED
The Candidate Agrees To:
1. Perform to the best of his/her ability the duties of elected office.
2. Participate in all activities scheduled by the State/Regional Adviser or the Board of
Directors of NC FBLA.
Required scheduled activities include:
State Officer Training Regional Fall Conference (as assigned)
Broyhill Leadership Conference Regional Competitive Events
Board of Directors Meetings National Leadership Conference
State Leadership Conference Career and Technical Education Conference
National Fall Leadership Conference
The Parents and Employer Agree To:
1. Permit the candidate to participate in all scheduled NC FBLA activities.
2. Encourage the candidate to take full benefit of the leadership development
experience.
The Adviser and School Official Agree To:
1. Recommend for state office only those candidates who are qualified.
2. Ensure the candidates attendance at all NC FBLA activities.
Signed:
__________________________________________ ____________________________
School Official & Title Date
__________________________________________ ____________________________
Candidate Date
__________________________________________ ____________________________
Parent Date
__________________________________________ ____________________________
Employer Date
__________________________________________ ____________________________
Adviser Date
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NORTH CAROLINA FUTURE BUSINESS LEADERS OF AMERICA
Local Chapter Adviser and Principal Statement of Recommendation
The credentials for , who is the choice of our chapter
for an FBLA State Officer, are attached. If elected, this applicant will receive the
enthusiastic support of our school, chapter, and adviser(s) in the execution of the
duties of the office. We understand that this applicant, if elected will be required to
travel and participate in FBLA activities during the school year as well as during the
summer.
School __________________________________ Chapter No. __________________
City ______________________________________ NC FBLA Region
Adviser’s Signature
Principal’s Signature
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PARENTAL PERMISSION
I understand that my son/daughter, _______________________ is an applicant for
an FBLA Officer position in North Carolina and Future Business Leaders of America.
Also, if elected, there are certain duties, including travel, which he/she must perform. I
fully understand, and he/she has my full support in this endeavor.
Parent’s Signature ____________________________________________________
This form is a part of the NC FBLA Officer Application Package.
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NORTH CAROLINA FUTURE BUSINESS LEADERS OF AMERICA
OFFICER CANDIDATE STUDY GUIDE
This study guide includes true-false questions, short answer completion and multiple choice type
items. The completed study guide is to be submitted upon registration at Officer Candidate
Screening. Your answers should be legibly handwritten or indicated in blue or black ink. Your
signature below verifies that this completed guide is solely your work.
____________________________________________________________________________
Signature Date
1. The person who originally proposed to organize on a national level the thousands of
business clubs in high schools and colleges throughout the United States is
_____________________________________________________________________ .
2. The first FBLA state chapter was located in __________________________________.
3. The first local FBLA chapter was chartered in the state of _______________________.
4. In what year was the first local FBLA chapter chartered in the nation? ______________.
5. Phi Beta Lambda was first chartered in what year? ____________________________.
6. What three (3) words appear on the FBLA emblem in addition to “Future Business
Leaders of America?
_________________________________________________
_________________________________________________
_________________________________________________
7. Identify each of the following current national officers:
President: _____________________________________________________________
Southern Region Vice President: ___________________________________________
8. Where is the national FBLA headquarters located (city/state)? ____________________
9. What is the name of the college division of the Future Business Leaders of America?
______________________________________________________________________
10. How many FBLA regions are there in the United States? ________________________
11. Where (city/state) will the National Leadership Conference be held this year? ________
12. Who is the President and CEO of FBLA PBL, Inc.?
____________________________________
13. The North Carolina State Chapter was first organized in the year of _______________.
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Officer Candidate Study Guide Page 2
14. What is the NC FBLA dues deadline for members entitled to compete at the regional
competitive events? ____________________________________________________ .
15. Membership in NC FBLA may include students in grades ________________________.
16. What are the names of the following publications?
State Newsletter: _______________________________________________________.
National student magazine: _______________________________________________.
17. Identify each of the following current state officers:
President: _____________________________________________________________
Parliamentarian: ________________________________________________________
Vice-President Southwest: ________________________________________________
Vice-President Eastern: __________________________________________________
Vice-President Southeast: ________________________________________________
Vice-President Central : __________________________________________________
Vice-President Triad: ____________________________________________________
Vice-President Triangle East: ______________________________________________
Vice-President Northwest:_________________________________________________
Vice-President Western: _________________________________________________
18. In what city is the NC FBLA headquarters located? ____________________________
19. Who is the NC FBLA State Chairman? ______________________________________
20. Who is the NC FBLA State Adviser? ________________________________________
21. Who is known as the “Father of FBLA” in North Carolina? _______________________
22. In which national FBLA region is North Carolina located? ________________________
23. What city will be the site of the NC FBLA State Leadership Conference this year? ____
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24. How many voting delegates may a chapter of 100+ members have at the State
Leadership Conference? ________________________
25. Which officer presides at all general sessions during the State Leadership Conference?
______________________________________________________________________
26. What is the name of the highest chapter award a local chapter may receive at the State
Leadership Conference? _________________________________________________.
27. Identify the following competitive events held at the State Leadership Conference.
Two (2) chapter events: __________________________________________________
____________________________________________________
Two (2) team events: ____________________________________________________
____________________________________________________
Four (4) individual events: ________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
28. What are the official FBLA colors? __________________________________________
29. How many FBLA regions are there in North Carolina? __________________________
30. How much are the following FBLA dues? $ ____________ (State)
$ ____________ (National)
31. What is the parliamentary procedure term that means to suggest names to be considered
for office? _____________________________________________________________
32. The vote needed to carry a motion to “lay on the table” is ________________________.
33. What parliamentary procedure term means to refer to a committee? _______________.
34. What is the official parliamentary procedure reference for FBLA PBL? _____________
______________________________________________________________________.
35. T F Nominations do not require a second.
36. T F A question laid on the table may be taken from the table during the same
meeting.
37. T F The members of a standing committee are expected to serve for a term
corresponding to that of the officers.
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38. T F No appeal can be made from the chair’s response to a parliamentary
inquiry.
39. T F A majority vote of the voting delegates present and voting at the National
Leadership Conference is required for adoption of amendments to the
bylaws.
Arrange the following agenda items into the correct order for a business meeting
New Business Announcements
Adjournment Approval of Previous Meeting Minutes
Call to Order Standing committee Reports
Roll Call Officer’s Reports
Unfinished Business Special Committee Reports
I. _________________________________________________
II. _________________________________________________
III. _________________________________________________
IV. _________________________________________________
V. _________________________________________________
VI. _________________________________________________
VII. _________________________________________________
VIII. _________________________________________________
IX. _________________________________________________
X. _________________________________________________
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NORTH CAROLINA FUTURE BUSINESS LEADERS OF AMERICA
STATE OFFICERS CODE OF CONDUCT
State officers serve as ambassadors for the association and their conduct and
deportment are critical to the success of their mission. State officers are expected to
abide by the code.
State officers who violate or ignore any portion of the Code subject themselves to:
A. Being removed from the FBLA conference and/or activity and sent home at their
own expense by their local/state chapter adviser.
B. Have any honors or offices cancelled and withdrawn.
CODE OF CONDUCT
1. State officers shall behave in a courteous and respectful manner, refraining from
language and actions that might bring discredit upon the FBLA organization.
2. State officers shall fully participate in all appropriate activities, conferences,
workshops, business meetings, etc. for which they have responsibility.
3. State officers shall abide by the North Carolina FBLA Dress Code.
4. State officers shall be willing to take and follow instructions as directed by those
responsible for them.
5. State officers shall avoid places and actions which in any way could raise
questions as to moral character or conduct.
6. State officers shall treat all members equally.
7. State officers participating in FBLA assignments shall not damage or deface
property. Damages to any property or furnishings in hotel rooms, private
accommodations and/or buildings will be paid for by the officers at their own
expense.
8. State officers shall communicate any circumstances which prevent carrying out
predetermined plans at assigned conferences to their local or state adviser.
9. State officers are not permitted to wear any campaign materials at the State
Leadership Conference, nor are they allowed to campaign for a candidate or
serve as a campaign manager, except when campaigning for oneself.
10. State officers must adhere to all set curfews.
As a state officer, I agree that I will abide by the above prescribed code of conduct.
____________________________________ __________________________________
Student Date
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____________________________________ __________________________________
Parent Adviser