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2014-2015 STATE HANDBOOKWe Welcome You to the 50th Year of
The Illinois State Chapter of
PHI BETA LAMBDA"Illinois PBL—Where America’s Business Finds its Leaders!"
This HANDBOOK of the Illinois State Chapter of Phi Beta Lambda has been prepared for all local chapter members and advisers to use as a convenient source of essential information about Phi Beta Lambda and its organization and operation in Illinois.
This document provides general information about Phi Beta Lambda and specific details about the history of your State Chapter. In addition, it includes the Phi Beta Lambda Bylaws, the State Directory, and Illinois PBL Facts.
All local chapter members, officers and advisers should become thoroughly familiar with its content since this document serves as the primary source of information about the Illinois State Chapter of Phi Beta Lambda and its operations. Local chapters may adapt parts of the HANDBOOK to their local chapter needs as long as these adaptations are not in conflict with the purposes and goals of our state and national associations.
We hope that this document proves useful as a guide to understanding your state association. We welcome your comments and suggestions (as well as corrections) as we strive to improve the quality of this publication and the association.
With our very best wishes,
The Illinois PBL State Board
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STATE HANDBOOK TABLE OF CONTENTS
PAGESECTION I: Chapter Information Guide Chapter Information Guide, 2014-2015.......................................................................................................................4Calendar of Events, 2014-2015....................................................................................................................................7
SECTION II: State Chapter DirectoryState Committee..........................................................................................................................................................8State Officers................................................................................................................................................................8National Directory........................................................................................................................................................9Other Association Addresses........................................................................................................................................9Professional Division Officers.......................................................................................................................................9
SECTION III: General InformationWhat is Phi Beta Lambda?..........................................................................................................................................10Phi Beta Lambda Goals...............................................................................................................................................10Phi Beta Lambda Pledge.............................................................................................................................................11Phi Beta Lambda Code of Ethics.................................................................................................................................11Benefits of Phi Beta Lambda Membership.................................................................................................................11Phi Beta Lambda Creed..............................................................................................................................................12Illinois Phi Beta Lambda History ................................................................................................................................13Current State Chapter Structure and Operations.......................................................................................................15State Leadership Conference.....................................................................................................................................17PBL Conference Dress Code.......................................................................................................................................19
SECTION IV: Local Chapter Structure and ManagementWhy Have Phi Beta Lambda?.....................................................................................................................................20Responsibilities of Local Chapter Officers..................................................................................................................20Suggested Officers and Duties....................................................................................................................................21 President..................................................................................................................................................................21 Vice President...........................................................................................................................................................22 Secretary..................................................................................................................................................................22 Treasurer..................................................................................................................................................................24 Parliamentarian........................................................................................................................................................25Suggested Order of Business for Chapter Meeting....................................................................................................25Chapter Committees..................................................................................................................................................25
SECTION V: State Chapter BylawsIllinois PBL State Chapter BylawsArticle I Name............................................................................................................................................27 Article II Purpose........................................................................................................................................27 Article III Membership.................................................................................................................................27 Article IV Dues and Finance.........................................................................................................................27 Article V Organization.................................................................................................................................28 Article VI Officers and Elections...................................................................................................................29 Article VII Duties of PBL State Officers and Chairman...................................................................................30 Article VIII State Leadership Conference.........................................................................................................31Article IX State Executive Council and Board of Directors.............................................................................32Article X Committees....................................................................................................................................33Article XI Emblems and Colors......................................................................................................................33Article XII Parliamentary Authority................................................................................................................34Article XIII Amendments.................................................................................................................................34
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SECTION VI: State Officer Candidate GuideIntroductory Letter ....................................................................................................................................................35Decision to Run for State Office.................................................................................................................................36Qualifications for State Officers .................................................................................................................................36Duties and Responsibilities of State Officers .............................................................................................................36State Officer Selection Process ..................................................................................................................................38Financial Notes...........................................................................................................................................................40Illinois State Officer Code of Conduct.........................................................................................................................40Adviser Information...................................................................................................................................................41If You Are Elected.......................................................................................................................................................41Travel and Expense Policies........................................................................................................................................42
SECTION VII: Chartering and Reactivation InformationGreetings to Prospective New and Reactivated Chapters..........................................................................................43The Value of the Student Organization......................................................................................................................44Twelve Easy Steps for Chartering or Reactivating a Chapter......................................................................................46Sample Membership Application...............................................................................................................................48Suggested Local Chapter Bylaws................................................................................................................................49Chapter Installation Service.......................................................................................................................................53
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CHAPTER INFORMATION GUIDE
Competition in the job market accelerated rapidly toward the end of the 1900s. The Twentieth Century can certainly lay claim as that period in history when education became available to mass society, not just the elite few. And with opportunities for advanced education available to mass society, the college degree has replaced its uniqueness as a ticket for a bright, rewarding future with a current role of being a necessary ingredient in the array of credentials one needs to poise oneself for the job market. Employers consistently say that job candidates possessing an array of credentials make them attractive as potential employees.
That array of credentials does, of course, include a degree as a necessary ingredient; however, employers favor applicants having a well-rounded resume including features such as experience, specialized computer expertise, and evidence of well-developed teamwork skills. While we often depend upon our colleges and employers to assist us in building our resume with respect to degrees, work experience, and specialized expertise, it is often more difficult to exhibit evidence of those ever-important teamwork skills. Numerous methods exist to evidence one’s human interaction skills . . . but, yes, we will admit ethnocentricity here and simply ask what better way to build an attractive resume evidencing human interaction and leadership skills than through involvement with Phi Beta Lambda as an integral component of your college experience?
With the development of competent, aggressive business leadership as its number one goal, Phi Beta Lambda is positioned with a rich 70+-year foundation of providing almost limitless opportunities for business students seeking that pathway to career success. Your Illinois State Chapter of Phi Beta Lambda promises continued opportunities for you to position yourself by building on your own foundation for success! As a collective group, our aim during this year is to communicate a simple, yet sound message of what we are about . . .
Illinois PBL—Where America’s Business Finds its Leaders!
As we build on our historic past and yet rise to the challenges of the future, WELCOME to another chapter in the life of the Illinois State Chapter of Phi Beta Lambda! By now we hope that your new year is well on its way toward some quite special happenings that will, indeed, help you to grow your own future. While each year in the life of our state chapter yields a more solid footing, the 2014-2015 year already holds promise for each local chapter and member to gain those ingredients for success as we continue the tradition of investing in Illinois futures.
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The intent of this guide is to equip you with access to the essential tools you may need in using Phi Beta Lambda as your foundation for the future!
By now you should have already received the following items from the national office:
Chapter Management Handbook update-- A notebook update of chapter management tools, including a complete copy of the National Awards Program competitive events guidelines.
2014 National Fall Leadership Conference Guide (included in the recent mailing from the national office).
Now is a good time to check your files for those items essential for your chapter's success.
All of these items are tools for successful chapter management. Amazingly, most questions can be answered by one of the documents or publications listed above or by the Illinois PBL State Handbook. Each local chapter is being provided with a current copy of these publications; however, many chapters like to have extras on hand. The Chapter Management Handbook from the National Office includes information about ordering additional copies of national publications from the national office.
Once you download the 2014-2015 version of the Illinois PBL State Handbook (from the website), additional copies of state level information can be easily reproduced for your chapter members. Keep in mind that photocopying specifically needed parts of any publication is encouraged so that your chapter officers and members are informed. Be sure that the National Awards Program version you are using this year is labeled "2014-2015 Version”.
As always, another resource is still the Illinois PBL web site, which you can visit at www.il-fblapbl.org. Credit for the website’s development must be given to Dustin Soper, Illinois Professional Division Member. Pay a visit to the web site and enjoy browsing the multitude of information which Illinois PBL communicates to the world. And while you are browsing, don’t forget to visit the national website at www.fbla-pbl.org--it is easy to order all kinds of “PBL stuff” from the Marketplace section!!
The Handbook will be available on the website as a Microsoft Word document, so that each officer and member has access by simply opening the attachment, thus allowing officers and members to print (if desired) only those pages which they need.
Included in this Handbook for your use is a listing for the 2014-2015 Illinois PBL State Executive Council. Always keep in mind that this group, which we might often refer to as "leaders" is really "servants" in that our role as state officers and advisers is to serve you, the local chapters, who are the strength of our association. Call upon us for assistance whenever you need it; any member of the team of "servants" shall be glad to help. Sometimes you may have questions but simply are not sure who to contact; hopefully this guide will assist you in directing your questions to the individual in the best position to provide answers or advice. Please feel free to contact your state officers as they are ready and willing to assist also. Striving for a unity of direction is characteristic of any good team, and the "servants" have charted a direction for the 2014-2015
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year through their Goals. These goals are also included in this Handbook. In developing your own chapter's goals for the year, be sure to include the requirements for the PBL Career and Membership Achievement Program sponsored by the national association.
As usual, the State and National Leadership Conferences provide highlights for the year. With the competitive events occupying a major focus during the State Leadership Conference (SLC), it is not too early to start preparing your chapter members. As you well know, competition is always keen, but the right coaching and preparation can provide your members with the right foundation for success during the awards ceremonies. As the year progresses, keep in mind that state officers are elected during the SLC. The "servant" role of a state officer is a challenging and rewarding experience which you should consider--not only for the student member, but also for the adviser.
MEMBERS . . . THE KEY INGREDIENT FOR A SOLID FOOTING!!!
A multitude of opportunities are available for the taking, but they are only ideas without the membership to translate them into limitless experiences. We challenge you to continue our rich history by sharing the opportunities afforded by this association with your fellow students.
The national office as well as the state chapter provides recognition for those chapters who increase membership (see Chapter Management Handbook from the national office for an application form.) You are encouraged to set as a goal for your chapter to maintain or increase your membership from last year and automatically qualify for award recognition from the beginning of the year!
While membership dues may be remitted at any point during the year, the initial reporting deadline for state and national dues is October 20. Meeting this deadline assures that chapter members receive access to the national publication online and qualify for Gold Seal Chapter status for the year. Your chapter can submit dues via the national website (www.fbla-pbl.org) by using the “Membership” tab on the left side of the screen. .
In establishing your goals and planning your activities during the year, try not to forget about a resource which can be extremely beneficial to your chapter, Professional Division Members! Professional membership is open to former PBL members and to anyone who supports the purposes of our association. A Professional Division membership form is included in the Chapter Management Handbook.
Illinois PBL is, indeed, “Where America’s Business Finds its Leaders!" Remember that WE ARE this association, and it is what WE make it. Thanks go to the many, many legends in the Illinois PBL family who have worked diligently to provide such a solid foundation for the success we enjoy today and who have worked so very hard to make this association the largest and best postsecondary organization for business students. Because of you, it is with pride that we can use PHI BETA LAMBDA as a symbol for excellence. Good luck as we enter our 47th year and please do not hesitate to call upon your State Executive Council "servants" to assist you in making your year one for which you can be especially proud.
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Illinois Phi Beta Lambda
2014-2015 Calendar of Events
June 23-24, 2014, PBL Institute for Leaders, Nashville, Tennessee
June 24-27, 2014, PBL National Leadership Conference, Nashville, Tennessee
July 21-23, 2014, Illinois Coordinating Council of Career and Technical Student Organizations, Springfield, Illinois, Northfield Inn
July 24-26, 2014, FBLA-PBL Summer Leadership Workshop, Northfield Inn, Springfield, Illinois
October 17, 2014, State Board Meeting, McKendree University, Lebanon, Illinois
October 18, 2014, Fall Seminar Series, McKendree University, Lebanon, Illinois
National Fall Leadership Conferences: Washington, DC, November 7-8, 2014; Minneapolis, MN, November 14-15, 2014; New Orleans, LA, November 21-22, 2014
January 30, 2015, State Board Meeting, Eastern Illinois University, Charleston, Illinois
January 31, 2015, Winter Seminar Series, Eastern Illinois University, Charleston, Illinois
April 10-11, 2015, Illinois Phi Beta Lambda State Leadership Conference, Keller Convention Center, Effingham, Illinois
April 11-12, 2015, Officer Training (both outgoing and incoming officers required to attend), Keller Convention Center, Effingham, Illinois
June 23-24, 2015, PBL Institute for Leaders, Chicago, Illinois
June 24-27, 2015, PBL National Leadership Conference, Chicago, Illinois
June 23-24, 2016, PBL Institute for Leaders, Atlanta, Georgia
June 24-27, 2016, PBL National Leadership Conference, Atlanta, Georgia
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The Illinois State Chapter of
PHI BETA LAMBDA
FBLA-PBL STATE CHAIRMrs. Darlene Shannon2900 West Alveria DriveCarbondale, IL 62901-5216(618) [email protected]
PBL STATE ADVISERMrs. Tina DierkesSouthwestern Illinois CollegeHome Address:17900 Red Clover LaneCarlyle, IL 62231(618)594-4982
School Address:2500 Carlyle AvenueBelleville, IL 62221(618)222-5321(618)235-4135 (FAX)[email protected]
DIRECTOR OF DEVELOPMENTMs. Nicki Wilhelm314 N Broadway, Unit 1005St. Louis, MO 63102(618)[email protected]
STATE OFFICER LIAISONMr. Kevin [email protected]
BUSINESS AND INDUSTRY REPRESENTATIVE ANDSLC AV SPECIALISTMr. Daniel Siegfried2653 Breakwater DriveImperial, MO 63052 (618)[email protected]
PRESIDENTKaskaskia CollegeBradley [email protected]
VICE PRESIDENT OF PROGRAMSSouthern Illinois University - CarbondaleEric [email protected]
VICE PRESIDENT OFMEMBERSHIPNorthwestern UniversityKammer [email protected]
VICE PRESIDENT OFCOMMUNICATIONSSouthern Illinois University - CarbondaleNicole [email protected]
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PHI BETA LAMBDA RESOURCESNATIONAL DIRECTORY OF CEO AND OFFICERS
PRESIDENT AND CEODr. Jean BuckleyFBLA-PBL, Inc.1912 Association DriveReston, VA 20191(703)860-3334(800)325-2946FAX: (703)[email protected]
PRESIDENTBeau [email protected]
NORTH CENTRAL VICE PRESIDENTPeter [email protected]
SECRETARY Kevin [email protected]
TREASURERKarthik [email protected]
PARLIAMENTARIANJenna [email protected]
OTHER OFFICERS, ADVISERS, AND SUPPORTERS
ICCCTSO COORDINATORMs. Kristi KatcherPost Office Box 177 Divernon, IL 62530 (217)[email protected]
FBLA STATE ADVISERMs. Sandra Bronson2093 Solar AvenueDecatur, IL 62526(217)875-9546(217)972-1590 (cell)[email protected]
FBLA STATE PRESIDENTMr. Parth PatelFBLA State President Huntley High School 13719 Harmony Rd.Huntley, IL [email protected]
PROFESSINAL DIVISION OFFICERS
PRESIDENTMichael Kennedy331 West Clara AvenuePeoria, IL [email protected]
VICE PRESIDENTMario E. FeijooElite Accounting & Business ServicesVP Sales & MarketingCell- [email protected]
SECRETARY/TREASURERKelly Robison Green, CRCMSenior Vice President & CashierHerrin Security Bank114 West Monroe StreetPO Box 368Herrin, IL 62948618 942-3151 x520Cell 618 521-3882
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WHAT IS PHI BETA LAMBDA?
PHI BETA LAMBDA is the national organization for all students in post-secondary schools and colleges enrolled in programs designed to develop vocational and professional competencies and who accept the purpose of Phi Beta Lambda and subscribe to its creed. The purpose of the organization is to:
"...provide opportunities for post-secondary and college students to develop vocational competencies for business and office occupations and business teacher education. Phi Beta Lambda is an integral part of the instructional program and in addition promotes a sense of civic and personal responsibility."
THE GOALS OF PHI BETA LAMBDA ARE TO
* 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 scholarship and promote school loyalty
* Encourage and practice efficient money management
* Assist students in the establishment of occupational goals
* Facilitate the transition from school to work
The national organization of Phi Beta Lambda is operated in cooperation with the U.S. Department of Education, the Association for Career and Technical Education, and the National Business Education Association.
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PHI BETA LAMBDA PLEDGEI solemnly promise
to uphold the aims and responsibilities of Phi Beta Lambda and,
as an active member,
I shall strive to develop the qualities necessary
in becoming a responsible business leader.
PHI BETA LAMBDA CODE OF ETHICS
I will be honest and sincere. I will approach each task with confidence in my ability to perform my work at a high
standard. I will willingly accept responsibilities and duties. I will seek to profit by my mistakes and take suggestions and criticisms directed toward
the improvement of myself and my work. I will abide by the rules and regulations of my college. I will exercise initiative and responsibility and will cooperate with my employer and fellow
workers. I will dress and act in a manner that will bring respect to me and to my college. I will seek to improve my community by contributing my efforts and my resources to
worthwhile projects.
BENEFITS OF PHI BETA LAMBDA MEMBERSHIP
The national and state chapters of Phi Beta Lambda exist for you and the other 12,000 members that it serves worldwide. PBL relies primarily on membership dues to provide you with a broad range of publications, programs, and services custom-designed to emphasize your personal growth and development.
Phi Beta Lambda membership is an investment in your future which provides opportunities for:
Enhancing self-confidence and leadership skills through chapter leadership activities Sharpening public speaking skills by leading discussions, presenting workshops, and giving
speeches Building friendships through chapter team activities and at conferences Applying money management techniques by developing chapter and project budgets Acquiring the skills needed to compete in the job market Networking with business leaders to increase job prospects and mentoring opportunities Participating in conferences and workshops on leadership skills, image, etiquette, time
management, goal setting, decision making, and career development Competing in PBL competitive events
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PHI BETA LAMBDA 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 of 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 and that this right should not be denied because of race, color, creed, sex or handicap.
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.
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ILLINOIS PHI BETA LAMBDA HISTORY
During the era that secondary and postsecondary chapters were all part of one national association, Future Business Leaders of America, the first college division chapter in Illinois was chartered in 1964 at Centralia Junior College, now Kaskaskia College.
During the subsequent twenty years, nine more chapters were chartered at various colleges throughout the State of Illinois. In 1964, the ten postsecondary chapters decided to join the ranks of the national association’s separate division, Phi Beta Lambda, and from that point Illinois PBL had its own state officers and advisers. Marvin Meier of Centralia Junior College was elected the first PBL State President and Robert Sanders was appointed as PBL State Adviser the same year.
During the spring of 1965, the first PBL State Leadership Conference was conducted at the Leland Hotel in Springfield. Each year since then, the PBL members from around the state have gathered in the spring to climax the year with the State Leadership Conference.
Since the start of Phi Beta Lambda as an independent organization in 1964, over 60 colleges have received charters from the National Office with 17 being active during the most recent membership year. All time membership records were set in the late 1970s with over 900 members; current year statistics listed 303 national members.
Wilma Bricker was the longest serving FBLA-PBL State Chairman since beginning her duties and retiring in 2000 with Darlene Shannon succeeding her. Phi Beta Lambda State Advisers since 1964 have been:
1964-1971 Robert Sanders 1971-1972 Ernest Gregory 1972-1973 Jesse Dudley 1973-1981 Dale Bassett 1981-2000 James D. Price 2000-Present Tina Dierkes
At the National Level, Illinois dignitaries have served on the National Board of Directors and as National Officers of the Association.
Darlene Shannon is currently serving on the National Board of Directors.
Past National Board Members are Wilma Bricker (three years), Jesse Dudley (one year), J. Vincent Morgan (five years), Martin Schallenberger (three years), James D. Price (six years, one year as Chairman of the Board), and Tina Dierkes (four years, one as Chairman of the Board). The third division of the association, Professional Division (originally Alumni Division), has had three Illinois members serve as National President: James D. Price (charter), Jesse Dudley, and Ginny Richerson.
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The following members have served as Phi Beta Lambda National Officers:
Jesse Dudley (70-71 Treasurer, Kennedy-King College)Carol Mabry (72-73 North Central Vice President, Northern IL University)Karen Flick (73-74 Secretary, Western IL University)James D. Price (74-75 President, Eastern IL University)Elsie Nelson (75-76 Secretary, Malcolm X College)Tommie Williams ( 76-77 North Central Vice President, Kennedy-King)Lynda Kohne (80-81 North Central Vice President, Western IL University)Patty Hendrickson (82-83 FBLA President, Eastern IL University)Harvey Morris (83-84 Secretary, IL State University)Kayla Whiting (84-85 Secretary, IL State University)Tina Sanders (89-90 Secretary, Eastern IL University)Bryan Freeman (94-95 Parliamentarian, Western IL University)Mark McClaren (95-96 North Central Vice President, Eastern IL University)Christopher Skrzypchak (96-97 North Central Vice President, Judson College)Kevin Hoffman (99-00 North Central Vice President, Eastern IL University)Nathan Uchtmann (00-01 Parliamentarian, Southern IL University-Carbondale)Kylie Ernsting (01-02 Parliamentarian, Southwestern Illinois College)Dustin Unverfehrt (02-03 North Central Vice President, Southern IL University Carbondale)Virginia Pierpoint (06-07 North Central Vice President, Southwestern Illinois College)Michael Kennedy (11-12 Treasurer, Virtual PBL chapter)Candi Pucek (13-14 North Central Vice President, Virtual PBL chapter)
The historical listing of past Illinois PBL state presidents include:
Marvin Meier Centralia Junior CollegeBill Hallihan Illinois State UniversityJoe Ross Centralia Junior CollegeEd Wizeman Southern Illinois University EdwardsvilleRichard Mason Southern Illinois University CarbondaleTed Downey Illinois Valley Community CollegeGeorge Rylek Northern Illinois UniversityJesse Dudley Kennedy King CollegeTom Hasselhorst Southern Illinois University EdwardsvilleTom Davenport Eastern Illinois UniversityKarla Anderson Illinois State UniversityJames D. Price Eastern Illinois UniversityFrances Harris Malcolm X CollegeCharles Belcher Loop CollegeRoosevelt McGhee Olive-Harvey CollegeLynda Kohne Southern Illinois University CarbondaleJohn Blaszco Western Illinois UniversityLaura Kolbe Eastern Illinois UniversityHarvey Morris Illinois State UniversityJeff McGlade Eastern Illinois University
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Alicia Maynard Southern Illinois University CarbondalePatty Hendrickson Eastern Illinois UniversityBeth Luckey University of IllinoisJames Cole, Jr. University of IllinoisTina Sanders Eastern Illinois UniversityEdgar Balanag College of Lake CountyTimothy Tilton Illinois State UniversityHaeli Gehrs Eastern Illinois UniversityLatricia Klein Illinois State UniversityMary Schroedl Wilbur Wright CollegeMelissa Mustain Lewis & Clark Community CollegeMark McClaren Eastern Illinois UniversityShirleen Sexton Shawnee Community CollegePatricia DuSablon Southeastern Illinois CollegeTimothy Scott University of IllinoisCurt Schossler Southern Illinois University CarbondaleLisa Quick Eastern Illinois UniversityLeila Voges Eastern Illinois UniversityNathan Uchtmann Southern Illinois University CarbondaleKylie Ernsting Southern Illinois University EdwardsvilleDustin Unverfehrt Southern Illinois University CarbondaleSheri Vahlkamp Illinois Virtual PBLJenna Aldrich Olney Central CollegeVirginia Pierpoint Southwestern Illinois CollegeMatthew Rennie Southwestern Illinois CollegeNicki Wilhelm McKendree University (2 years)Jenni Salsibury University of IllinoisChris Pulec Richland Community CollegeHeather Borowiak Southwestern Illinois CollegeHeather Borowiak Southern Illinois University CarbondaleBradley Maschhoff Kaskaskia College
CURRENT STATE CHAPTER STRUCTURE AND OPERATIONSORGANIZATIONAL STRUCTURE
The organizational structure of the State Chapter is consistent with that of the national association. The State Chapter is comprised of all local chapters chartered within the state. The State Executive Council provides the leadership necessary for sustaining the State Chapter.
STATE EXECUTIVE COUNCIL
Activities and projects of the Illinois State Chapter are directed by the State Executive Council. The Council is comprised of the state officers, the state adviser, the state chairman, and the directors. Council meetings are conducted according to Robert's Rules of Order, Newly Revised.
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Three official Executive Council meetings are held during the year with an extensive officer orientation and training program conducted during each summer. The State Secretary keeps detailed minutes for each Executive Council meeting and for the State Leadership Conference. Copies of the Executive Council minutes are available to all local chapters on the web page and in state newsletters.
FINANCIAL STATEMENTS
The State Adviser and the State Treasurer prepare financial statements for each State Executive Council Meeting throughout the year. The State Chapter operates within a budget, which is developed during the Summer Seminar Series each year. Disbursement of funds is made according to the guidelines of the budget. Extraordinary and non-budgeted items must receive approval of the Executive Council prior to disbursement of funds.
STATE CHAPTER GOALS
An extensive set of goals for the State Chapter is established as a plan of action for each year. Section I includes a complete listing of the goals for the current year, which were developed at the Officer Training following the State Leadership Conference. Local chapters are encouraged to develop their own goals to complement those of the state organization.
STATE NEWSLETTER
Approximately four editions of the state newsletter, entitled Illinois Voice, are published during the year and made available on the state website. The State Secretary prepares the newsletters to state members through their local chapters, to State Professional Division members, as well as to other local, state and national individuals interested in Phi Beta Lambda in Illinois by advertising the availability via email to advisers and members in the directory.
STATE LEADERSHIP CONFERENCE
The State Leadership Conference is a two-day conference held annually in April. The conference includes business meetings, competitive events, election of state officers, special-interest sessions, awards banquet, and social activities.
Each local chapter may enter contestants in each competitive event, including individual, team, and chapter events (with specific exceptions). The first and second-place winners in all events with a national counterpart (with specific exceptions) are eligible to advance to competition at the National Leadership Conference. (See the State Leadership Conference folder for details.)
NATIONAL LEADERSHIP CONFERENCE
The National Leadership Conference is normally held in late June or early July each year in a selected city in the United States. All advisers, members, professional division members, and guests are eligible to attend.
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The competitive events and activities throughout the conference are designed to stimulate leadership development for tomorrow's business leaders. Many of the sessions are designed to provide a forum for the ideas of student members from across the nation. Others are planned to offer ideas, suggestions, and encouragement from the fields of business, industry, government, and entertainment. Student workshops center around career, professional, and motivational sessions with outstanding activities on each agenda.
The conference also includes the election of national officers, awards program, and social activities. At all leadership conferences, advisory committee members and other community businesspeople provide leadership and serve as resource people for the special-interest sessions.Winners are recognized at each level of competition. Students receive certificates and/or plaques, and in some events at the state and national levels, cash awards are presented.
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STATE LEADERSHIP CONFERENCE
GENERAL INFORMATION
One of the major projects of the state chapter each year is the State Leadership Conference. Conference activities include general sessions, competitive events, election of state officers, leadership development seminars, annual business meeting, and other educational and networking experiences. This conference provides an opportunity for members from Phi Beta Lambda local chapters from across the state to share ideas and challenges.
The leadership conference is usually held in April. Full conference details, including registration forms and event entry forms, are posted on the website. Forms must be sent to the appropriate contact person by the specified deadline. Each active chapter should be represented at the conference by two or more delegates.
Advisers and chapter officers should consider building programs around some of the competitive events sponsored by the state chapter. These events are designed to improve the abilities of all chapter members in a variety of areas including impromptu speaking, parliamentary procedure, business knowledge and skills, and the preparation of reports. Every event, if organized and conducted carefully at the local level, can contribute to the personal and professional development of members. The motivation of being selected to represent the local chapter in a particular event at the State Leadership Conference can be exciting and rewarding.
ADMINISTRATION OF EVENTS
Prior to the State Leadership Conference, the State Adviser will communicate with local chapter advisers regarding the administration of competitive events at the State Leadership Conference. The State Adviser, in conjunction with the Competitive Events Director, will distribute materials to event chairpersons, collect results, and compile a list of winners at the state conference. Local chapter advisers are expected to assume responsibility for administration of specific events. Each event administrator should be thoroughly familiar with the rules for the event. Judges for all events will be secured under the direction of the state adviser.
RULES AND REGULATIONS
The following general rules and regulations will apply to all delegates attending the annual leadership conference of the Illinois State Chapter of Phi Beta Lambda.
1. The State Leadership Conference is open to only voting delegates, chapter members, advisers, and professional division members and guests from chapters who are in good standing and have met the dues deadline.
2. All persons attending the conference must register in advance by returning the necessary forms and fees to the state adviser. The conference registration forms must be signed by the chapter adviser and/or the local chapter president. Advance registration is required for all competitive events.
3. All hotel room reservations will be made by the local chapter directly with the hotel in which the conference will be held. Chapters submitting reservations after the hotel deadline may be subject to alternative accommodations.
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4. Conference registration refund requests will be granted under the following conditions:a. The local chapter adviser must submit, in writing or by email, no later than March 25.b. The refund rate will be calculated at 50% of the individual’s registration fee paid and will be returned to the chapter after May 1.
5. Delegates are expected to attend all general sessions and leadership seminars of the conference. Advisers are urged to discuss requirements for attending and participating in conference activities with the local chapter delegation prior to the conference.
6. Participants, both students and others, should wear appropriate business attire at all conference meetings. (See PBL Conference Dress Code www.fbla-pbl.org)
7. The Executive Council of the Illinois State Chapter of Phi Beta Lambda fully approves these regulations and reserves the right to discipline delegates for infractions.
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ILLINOIS PBL CONFERENCE DRESS CODE
(Based on the FBLA-PBL National Leadership Conference Competitive Events Dress Code adopted by the FBLA-PBL Board of Directors, January 2009)
FBLA-PBL® members and advisers should develop an awareness of the image one’s appearance projects. The purpose of the dress code is to uphold the professional image of the association and its members and to prepare students for the business world. Appropriate attire is required for all attendees—advisers, members, and guests—at all general sessions, competitive events, regional meetings, workshops, and other activities unless otherwise stated in the conference program. Conference name badges are part of this dress code and must be worn for all conference functions. For safety reasons, do not wear name badges when touring.
Professional attire acceptable for official FBLA-PBL® activities include:
Males
Business suit with collar dress shirt, and necktie or Sport coat, dress slacks, collar shirt, and necktie or Dress slacks, collar shirt, and necktie Banded collar shirt may be worn only if sport coat or business suit is worn Dress shoes and socks
Females
Business suit with blouse or Business pantsuit with blouse or Skirt or dress slacks with blouse or sweater or Business dress Capris or gauchos with coordinating jacket/suit, worn below the knee Dress shoes
Inappropriate attire, for both men and women, includes:
Jewelry in visible body piercing, other than ears Denim or chambray fabric clothing of any kind, overalls, shorts, skorts, stretch or stirrup pants,
exercise or bike shorts Backless, see-through, tight-fitting, spaghetti straps, strapless, extremely short, or low-cut
blouses/tops/dresses/skirts T-shirts, Lycra™, spandex, midriff tops, tank tops, bathing suits Sandals, athletic shoes, industrial work shoes, hiking boots, bare feet, or over-the-knee-
boots Athletic wear, including sneakers Hats or flannel fabric clothing Bolo ties Visible foundation garments
CLARIFICATION–Many women’s two-piece suits are currently designed so that they do not require a blouse. Therefore, this will be accepted. In addition, sling-back shoes, open-toe shoes, and sleeveless dresses are accepted
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LOCAL CHAPTER STRUCTURE AND MANAGEMENT
WHY HAVE PHI BETA LAMBDA?
Phi Beta Lambda activities can be of value to all business students and to all students interested in business careers. Participation in civic projects as well as personal experiences related to business and the profession can stimulate interest and the self-motivation needed for students to succeed in college and beyond.
RESPONSIBILITIES OF LOCAL CHAPTER OFFICERS
GENERAL RESPONSIBILITIES
It is important for the growth of each chapter to have a well qualified and dependable group of officers. With capable officers, the business of the chapter will be conducted in the proper parliamentary fashion. An effective program of work which includes all members will be maintained, records and minutes will be up-to-date and complete, good publicity will be forthcoming, and all members will grow professionally.
Every consideration should be given by the membership to the election of officers. It is a mistake to look only for the most popular members. Qualifications for the position to which the individual will be elected should be the prime consideration. Do not expect every officer to be familiar with his/her duties and responsibilities just as soon as he/she is elected, however, a person should be chosen who is willing to work hard to prepare him/herself to perform the duties of the office well. All chapter members should have a general understanding of the duties and responsibilities of each office as well as a knowledge of the qualities of leadership.
A leader is one who can communicate ideas and feelings and yet is willing to listen and understand the need for democratic procedures. A leader respects the rights, abilities, and dignity of every member. A leader is able to inspire confidence and convey enthusiasm. He/she should have the courage of his/her convictions, but be open-minded. A leader is vitally interested in everything that concerns the chapter and the community and is willing to put the good of the chapter before his/her personal desires.
Each officer should be familiar with the chapter constitution and bylaws and with the annual program of work. He/she should own or have ready access to a Phi Beta Lambda Handbook, both state and national, know his/her part in all ceremonies, and be familiar with parliamentary procedure. Each officer should, of course, cooperate with other officers and members at all times. Some chapters may choose to elect a new slate of officers each semester to allow maximum leadership development.
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SUGGESTED OFFICERS AND DUTIES
PRESIDENT
Presides over and conducts meetings according to accepted parliamentary procedure; keeps members on the subject and the discussion within a time limit; appoints committees and serves as ex-officio member; represents the chapter at special school events and other campus and civic organizations; coordinates chapter activities by keeping in close touch with the other officers, the membership, and the adviser; keeps chapter work moving in a satisfactory manner by following up on progress being made on all activities; and calls special meetings as needed.
The presiding officer should:
1. Begin the meeting on time. (Members are more likely to be there if they know the meeting will begin at the specified time.)
2. Be sure a quorum is present before beginning the business portion of the meeting.3. Always keep the meeting under control. Insure that everyone gets the chance to speak
before anyone can speak twice; chair should maintain decorum and courtesy during debate.
4. Conduct the meeting according to parliamentary law.5. Refer to himself/herself as "the Chair."6. Be impartial at all times.7. Always stand when presenting business or directing the group in action. It is permissible
to sit down while business is being transacted or matters are under discussion on the floor.
8. Have the vice president take over the chair when the president enters the debate. (If the presiding officer wants to make or discuss a motion personally, and occasionally this may be necessary, he/she must leave the chair and do so from the floor. Only information, not opinions, may be given while in the chair.)
9. Always remember that when he/she leaves the chair, the meeting must be turned over to the vice president or another designated person.
10. Allow a member to suspend the regular order of business only by a formal motion which is carried by a two-thirds vote.
11. Recognize any member who wishes to speak. 12. Not permit discussion until a motion is made, seconded, and stated by the chair.13. Sit down after granting the floor to a member and remain seated while the member
discusses the question.14. State motions clearly, and before taking a vote, be sure that all understand the question.15. Announce the result of the vote.16. Vote only when his/her vote will change the outcome of the vote. A tie is a failing vote,
so the chair would vote only if he/she were going to vote yes and change that outcome. If a motion passed by one vote, the chair could vote no, creating a tie and causing the vote to fail.
17. Require all remarks to be addressed to the chair. (Don't permit members to discuss the question among themselves or address questions or remarks to each other.)
18. Permit the vice president, or maker of the motion, to put a question to a vote if the question concerns the president alone.
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19. Close the meeting in a timely manner.
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VICE PRESIDENT
Assists the president in the discharge of his/her duties, presides at meetings in the absence of the president, assumes the duties and responsibilities of the president should the need arise, and serves as ex-officio member on chapter committees. The vice president is in charge of overseeing all committee work and management of assignments.
THE VICE PRESIDENT AND COMMITTEES
The chapter vice president, because of his or her responsibility for committee work in general, should work closely with all committees. In order to efficiently coordinate the program of all committees, the vice president should establish a committee report form and offer helpful suggestions to each appointed committee. This means being available for a number of committee meetings and making suggestions and recommendations when necessary to facilitate their goals and objectives.
SECRETARY
Prepares and reads the minutes; prepares the agenda for each meeting; attends to official correspondence; sends out and posts meeting notices; counts and records votes when taken; prepares chapter reports; keeps permanent records of the chapter; cooperates with the treasurer in keeping an accurate membership roll; reads communications at the meetings, and has on hand for each meeting the secretary's book, minutes of previous meetings, lists of committees and committee reports, copies of local, state and national programs of work, copies of the constitution and bylaws, and a copy of the state and national handbooks.
The secretary should:
1. Record the minutes of all meetings; formal, informal, and called meetings. The secretary's records are important.
2. Record in the minutes what is done, not what is said.3. Record the exact wording of motions, whether they are carried or lost in the voting, and
make a record of who made the motion.4. Halt meeting proceedings if necessary in order to get exact wording of motions. Request
the presiding officer to have motions repeated slowly, when necessary, in order to make a record of it.
5. Record in the minutes the names of members who have been appointed to committees, with the name of the chairperson, if designated.
6. Attach a copy of the treasurer's report to the minutes, if the report is not included in the minutes as read.
7. Keep minutes in a permanent book, not on small pieces of paper. Any corrections which are made in the minutes as read should appear in the margin.
8. Have the presiding officer's signature on the minutes, with any approved corrections, in order to complete the record.
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MINUTES OF A CHAPTER MEETING(Sample Method)
MEETING The regular meeting of the Chapter of Phi Beta Lambda, held in the business department, Room 101, was called to order at 7:30 p.m. by the President, John Smith, September 14.
CREED Creed was led by May Lee.
GUESTS The following guests were introduced: Mr. Ronald Smith, Miss Sharon Long, of the Phi Beta Lambda Office. Fifteen members were present. Barbara Long and John Jackson were absent.
MINUTES Minutes of the meeting of (date) were approved as read.
TREASURER'S REPORT The treasurer reported a balance on hand of $150.60.
BILLS The following bills were presented: Stationary, $2.00; additional copy of national handbook, $10.00
COMMITTEE The Finance Committee reported the results of the investigation of fund raising activities.
REPORTS
NEW BUSINESS The motion by Grant Alton "that a new timer be purchased by the treasurer at the prevailing price" was adopted.
PROGRAM (Give details of program if one is presented; include title, name of speaker, etc.)
ANNOUNCEMENTS Meeting of executive board was announced for Sept. 23, business department, Room 101. 7:00 p.m.
ADJOURNMENT Meeting adjourned at 8:30 p.m.
Signed: Chapter Secretary, Phi Beta Lambda
Chapter President, Phi Beta Lambda
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TREASURER
Receives and acts as custodian of chapter funds; collects all state and national dues and is responsible for their disbursement by the appropriate deadlines; keeps financial records neat and up-to-date; devises, with the assistance of the membership and the adviser, appropriate fund raising activities; pays out chapter funds as authorized; encourages systematic saving; assists in preparing an annual statement of estimated receipts and expenditures; and protects the financial reputation of the chapter by seeing that its obligations are met promptly.
The treasurer should:
1. Keep all records in ink in a permanent type of book.2. Record all receipts by name of members or other source. 3. List all money paid out of the treasury by date and to whom paid.4. Always obtain a receipt from the person paid, and never pay out any of the
chapter's money except with proper authorization.5. Keep an up-to-the-minute accounting of funds. (Don't put off making entries in the
treasurer's book.) 6. Make an accurate report of the chapter's financial status at every regular meeting,
or as called for by the president.
PHI BETA LAMBDASTATE COLLEGE CHAPTER(Sample) Treasurer's Report
December 18, 20XX
Balance on Hand, December 4, 20XX $ 781.25
Receipts:Proceeds from bake sale $ 34.71Collections from Fund Raising Kits 3,495 .50 3,530 .21
Total Funds Available $ 4,311.46
Expenditures:Payment for Fund Raising Kits $2,097.30Supplies for Christmas project 14.40Postage 2 .00 2,113 .70
Balance on Hand, December 18, 20XX $ 2,197 .76
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PARLIAMENTARIAN
Assists chapter members in understanding the basic purpose of parliamentary procedure; advises the presiding officer and other chapter members on parliamentary procedure; provides reference materials pertaining to parliamentary procedure for each meeting; watches for significant irregularities in parliamentary procedure and calls them to the attention of the chair; and explains any irregularity and its effect on the rights of all chapter members.
The parliamentarian should:
1. Make sure chapter meetings are conducted in an orderly manner. (This can be accomplished through a working knowledge of parliamentary law as outlined in Robert's Rules of Order Newly Revised.)
2. Enable the group to transact business with speed and efficiency.3. Protect the rights of each individual.4. Preserve a spirit of harmony within the group.5. Make sure the will of the majority is carried out and the rights of the minority are
preserved.
SUGGESTED ORDER OF BUSINESS FOR CHAPTER MEETING
1. The meeting is called to order by the president with a rap of the gavel.2. The members recite the Creed.3. The minutes of the preceding meeting should be read by the secretary. These may
be approved as read or may be approved with additions or corrections.4. The treasurer's report is read and the president states "received as read and filed
for audit" after any corrections have been noted. 5. Reports of committees are called for by the president.6. Any unfinished business is called for by the president or any chapter member.7. New business.8. The program, if any, may be conducted at this point.9. Announcements.10. Adjournment. This may be followed by refreshments and entertainment, if
desired.
CHAPTER COMMITTEES
WHO NEEDS THEM?
Every chapter which hopes to carry out a successful program of work needs active committees that involve as many members as possible. It is easy for a small group of workers within a chapter to do all of the work...but it is not good for the chapter as a whole or for the members individually. Almost every project taken on by the chapter needs an active committee to steer it on the right course.
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Big events, such as major fund raising activities, money management projects or community service tasks, are usually headed by a general chairperson, who in turn appoints the necessary subcommittees. It is the duty of the general committee chairperson to outline for the subcommittees their specific duties and responsibilities and to maintain a close liaison with them to assure that assigned tasks are accomplished.
WHO APPOINTS THEM?
The president of the chapter, usually with the assistance of the Executive Committee, appoints committee chairpersons. The president and the vice president are in charge of committee work and are ex-officio members of all committees. Committee members or subcommittees are usually appointed by the general committee chairperson, with approval of the president, vice president, and adviser and/or the Executive Committee.
The president, in selecting committee chairpersons, should look for the qualities of efficient organizational capabilities, perseverance in following through with tasks, and an overall interest in the specific project.
The committee chairperson should:
1. Appoint subcommittee chairpersons and bring them together for a general committee meeting. He/she chairs the meeting and assumes responsibility for introducing all committee members to each other.
2. Appoint a secretary of the general committee to take notes of the meeting. This responsibility should not be left up to the committee chairperson.
3. Explain to the committee the overall task or problem to which it has been assigned.
4. Discuss with the committee the desired goals of the committee's work and methods of reaching them.
5. Ask for suggestions from all committee members and be receptive to suggestions from other members of the group. (If they are really interested in the project and for some reason are not serving on the committee, ask them to join you.)
6. Summarize and fully discuss each suggestion.7. Provide for a group decision.8. Summarize to be sure the group understands what has been decided upon. (This is
important to the future operation of the committee.)9. Thank members of the committee for their assistance.10. Review notes on the committee meeting with the appointed secretary.11. Prepare committee reports, with assistance from the committee secretary, in
duplicate and submit one copy to the chapter president and the chapter secretary.12. Be prepared to make an oral report.
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BYLAWSILLINOIS STATE CHAPTER of PHI BETA LAMBDA
REVISED 2014
ARTICLE I – NAMEThe name of this association shall be the Illinois State Chapter of Phi Beta Lambda, hereinafter referred to as Illinois PBL.
ARTICLE II – PURPOSESection 1. Illinois PBL is a subordinate organization of the Future Business Leaders of America-Phi Beta Lambda, Inc. As such it is dedicated to furthering the purposes of FBLA-PBL, Inc., within the state of Illinois.
Section 2. The purpose of PBL is to assist, as an integral part of the instructional program, in developing vocational competencies in the education of students for business, for the office, and for teacher education and to promote a sense of civic and personal responsibility.
Section 3. The specific goals of PBL are:
1. Develop competent, aggressive business leadership.2. Strengthen the confidence of students in themselves and their work.3. Create more interest in and understanding of the American business enterprise
system.4. Encourage members in the development of individual projects which contribute
to the improvement of home, business, and community.5. Develop character, prepare for useful citizenship, and foster patriotism.6. Encourage and practice efficient money management.7. Encourage scholarship and promote school loyalty.8. Assist students in the establishment of occupational goals.9. Facilitate the transition from school to work.
ARTICLE III – MEMBERSHIPSection 1. PBL membership shall consist of post-secondary students who are members of chartered chapters in Illinois or members of the virtual PBL chapter. Membership shall be open to all students enrolled in post-secondary schools, colleges, and universities.
Section 2. Membership classes identical to those classes established by FBLA-PBL, Inc., shall be established in Illinois PBL. These classes shall include active members and professional members. Voting and other rights accrued to each class shall be determined by FBLA-PBL, Inc.
ARTICLE IV – DUES AND FINANCESection 1. Upon receipt of dues by a local chapter, they must be forwarded immediately to the National Office.
Section 2. State dues must be postmarked by March 1 to compete at the State Leadership Conference.
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Section 3. The state chapter dues will be determined by a majority vote of the delegates present at the State Leadership Conference.
Section 4. The fiscal year of Illinois PBL will be July 1 through June 30, corresponding and concurrent to FBLA-PBL, Inc.
Section 5. The budget shall be determined by the State Adviser and State President and submitted to the Executive Council for approval.
Section 6. State competitive event winners will receive funding, equitable only to the extent that the treasury can bear, as determined by the Board of Directors. There shall be no guarantee of funding.
Section 7. Illinois PBL, at its discretion, may apply to the Internal Revenue Service for a group tax exemption ruling on behalf of the local chapters within the state.
Section 8. Other restrictions shall be explicit as cited in the National Articles of Incorporation.
Section 9. Annual Dues shall be $8.00.
ARTICLE V – ORGANIZATIONSection 1. Illinois PBL shall be an association of local and virtual chapters within Illinois, each operating in accordance with a charter granted by FBLA-PBL, Inc.
Section 2. The general administration of Illinois PBL shall be governed by a Board of Directors, of which this body shall act within the framework of these Bylaws and be subject to the ultimate authority of the Board of Directors of FBLA-PBL, Inc.
Section 3. There shall be a State Executive Council which shall perform duties as prescribed in these Bylaws.
Section 4. The State FBLA-PBL Chairman shall be appointed by the National Office.
Section 5. It shall be the prerogative of the State FBLA-PBL Chairman to appoint the Illinois PBL Adviser, pending majority approval of the Board of Directors.
Section 6. Two local chapter advisers shall be appointed as directors by the PBL State Adviser, pending majority approval of the Board of Directors.
Section 7. Each chapter shall establish its own criteria for naming its voting representatives to the Executive Council.
Section 8. Illinois PBL may establish Student Divisions corresponding to the Student Divisions of FBLA-PBL, Inc. The Student Divisions shall not adopt any purpose or policy nor engage in any activity inconsistent with the purposes of Illinois PBL or with any provisions of these Bylaws or the Bylaws of FBLA-PBL, Inc., all governing authority of FBLA-PBL, Inc., and the governing authority of Illinois PBL.
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ARTICLE VI – OFFICERS AND ELECTIONSSection 1. The elected state officers of Illinois PBL shall be president, vice president of programs, vice president of membership, and vice president of communications.
Section 2. State officers of Illinois PBL are elected at the annual State Leadership Conference and only active members are eligible to hold office.
Section 3. To be considered for an officer’s position in Illinois PBL, a candidate shall submit the Candidate Application Packet by required deadline to the State Adviser. The application packet must include the following elements:
1) have the endorsement of his/her local chapter;2) have at least one full year remaining in his/her educational program;3) be approved by the Elections Committee.4) State Officer Candidate Application and Resume (highlighting FBLA-PBL, leadership, and
business experience)5) Endorsement (Written endorsement by Chapter Adviser or at least 3 active members,
officers, or alumni)6) Written proposal of “goals and objectives,” including measurements of success7) Evidence that the candidate is a member in good standing, with all local, state and
national dues paid8) A copy of an official or unofficial transcript, showing current enrollment and
demonstrated progress towards degree completion at a recognized institution of higher education
Section 4. A candidate for a state office of Illinois PBL shall be from an active local chapter.
Section 5. Only those applicants who are officially certified by the Elections Committee are eligible to become candidates for a state office.
Section 6. No more than two officers may be elected from the same local chapter.
Section 7. The candidates for state office must be present at the State Leadership Conference of Illinois PBL to be eligible for official nomination.
Section 8. State officers of PBL shall be elected for one year or until their successors are elected or appointed, and their terms of office shall begin at the close of the National Leadership Conference following their election.
Section 9. Concerning the order of offices, the order of offices shall be: 1) President, 2) Vice President of Programs, 3) Vice President of Membership, and 4) Vice President of Communications.
Section 10. An officer may be elected for two terms to his or her office. An officer who chooses to run for state office again and meets all the requirements provided in these bylaws is eligible to run for any office no matter which position he or she currently holds or has previously held. The President may be elected to another state office after his or her term.
Section 11. Should any officer terminate his/her academic affiliation during his/her term of office or become incapable of performing his/her duties, the Executive Council may appoint another member to his/her office. Should the State President terminate his/her academic affiliation or become incapable of
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performing his/her duties before the end of his/her term, the Vice President of Programs shall assume these duties. The Executive Council may then appoint someone to assume the responsibilities of the Vice President of Programs. If the Vice President of Programs is unable to fulfill the presidential responsibilities, the Vice President of Membership shall fill that role. In filling all vacancies, a strong consideration should be given to the runner-up in elections.
Section 12. Oral campaigning shall be allowed throughout the state starting at the Winter Seminar Series. No printed and/or electronic matter of any kind will be allowed before the interviewing at the State Leadership Conference. Any violation will automatically cause the candidate to be withdrawn from the election.
Section 13. All state officers shall be elected by a majority vote of the voting delegates. A majority vote shall be required for election. If no candidate for an office receives a majority vote on the third vote, the candidate receiving the lowest number of votes shall be dropped from the fourth vote. If necessary, the candidate receiving the lowest number of votes shall be dropped from each subsequent vote until one candidate receives a majority of votes.
Section 14. State officers elected or appointed at the State Leadership Conference must pay their dues to the National Office before October 20 of that year. Officers appointed after the must pay their dues within two weeks of their appointment.
ARTICLE VII – DUTIES OF PBL STATE OFFICERS AND CHAIRMANSection 1. The officers of this organization with prescribed duties shall be, in order of importance: president, vice president of programs, vice president of membership, and vice president of communications.
Section 2: The President shall: Preside at State Executive Council Meetings and State Board Meetings Coordinate duties of all state officers Correspond with:
o State Officers biweeklyo State Adviser biweeklyo State Chairman bi-monthlyo Adopt-a-Chapters monthly
Coordinate RSVPs for FSS/WSS/SLC Prepare the FSS/WSS/SLC Agenda Bring greetings on behalf of PBL at FBLA and organization events Attend:
o SLC (2 days), NFLC (2 days), NLC (5 days)o FBLA-PBL Summer Workshop (2 days)o ICCCTSO Leadership Seminar (3 days)o National Institute for Leaders (2 days)o IBEA, IACTE (2 days each)
Section 3. The Vice President of Programs shall: Fulfill the role of the President in the absence of the President Coordinate a Community Service (March of Dimes) state project Direct statewide effort of Ambassador Program Promote the Outstanding Chapter Award Promote participation in nationally sponsored programs
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Secure workshop presenters and communicate with state officer team and Board for the FSS/WSS/SLC
Coordinate with the host college on arrangements for the FSS/WSS Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
Section 4. The Vice President of Membership shall: Fulfill the role of the President in the absence of the President and Vice President of Programs Create and maintain a State Directory Recruit new PBL chapters and PD members Serve as a liaison for Middle Level, FBLA, and PD members Share recruitment ideas with local chapters Maintain an ongoing list of PD members Coordinate with Director of Development on sponsorships Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
Section 5. The Vice President of Communications shall: Publish State Newsletter Complete minutes of Executive Council/Office meetings Compose state chapter news releases Create, schedule, and distribute monthly E-mail blasts to members, alumni, partners, and other
appropriate audiences Ensure state website is accurate, up-to-date, and informative Lead use of social media and other communication technology to keep members informed,
connected, and engaged (i.e.: Facebook, Twitter, LinkedIn, etc.) Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
Section 6. The State Adviser of Illinois PBL shall coordinate all activities of Illinois PBL and act as liaison between the State Chapter and the state FBLA-PBL Chairman and the National Office of FBLA-PBL, Inc. He/she shall also appoint two other directors with majority approval of the Board of Directors.
Section 7. The directors appointed by the State Adviser shall serve in the areas assigned to them. Both work in conjunction with the State Adviser and the Board of Directors.
ARTICLE VIII – STATE LEADERSHIP CONFERENCESection 1. A State Leadership Conference shall be held each year. Dates and locations will be recommended by the Executive Council and approved by the Board of Directors.
Section 2. Each affiliated chapter shall be entitled to 5 voting delegates. In addition, a chapter may send one voting delegate for each 25 members or fraction thereof beyond in the initial 25 members. Delegates must be present in person to cast votes.
Section 3. All voting delegates of a local chapter shall be officially certified by their respective advisers to the conference coordinator at registration on the first day of the conference. Alternates must also be certified before taking the place of any voting delegates.
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Section 4. All bills or outstanding debts concerning the state chapter must be paid in full no later than 15 days prior to the state conference. Failure to comply will result in that chapter’s ineligibility to participate in competitive events, have voting delegates, or have candidates for office.
Section 5. A competitive event participant must register for an event and meet the deadline set by the conference coordinator.
Section 6. A competitive event participant must be an active member of a local chapter of Illinois.
Section 7. A member may participate in one or more individual events and/or team events subject to the time constraints of the State Leadership Conference competitive events schedule.
Section 8. Competitive event rules will be established by the Competitive Events Coordinator.
Section 9. If a first and second place winner in an individual event cannot attend the National Leadership Conference, the third place winner may substitute. The Board may appoint a substitute to participate in the event if none of the above winners can attend.
Section 10. The quorum for all business meetings of the State Leadership Conference shall be a majority of the registered voting delegates.
ARTICLE IX – STATE EXECUTIVE COUNCIL AND BOARD OF DIRECTORSSection 1. The State Executive Council of Illinois PBL shall be composed of the president, vice president of programs, vice president of membership and a vice president of communications, PBL State Adviser, two directors, FBLA-PBL chairman, and one representative from each local chapter.
Section 2. The Executive Council shall meet upon the call of the State President and approval of the PBL State Adviser for the purpose of planning and carrying out the activities which promote the welfare of PBL, properly presenting the image of PBL, effectively representing PBL as occasions arise.
Section 3. Business of the Executive Council may be conducted by mail, teleconferencing, and/or electronic conferencing at the discretion of the President upon the approval of the State Adviser. For adoption, action by mail, teleconferencing, and/or electronic conferencing shall require a three-fourths vote of the members eligible to vote, and shall be recorded in the minutes of the next regular meeting.
Section 4. The Board of Directors shall include the FBLA-PBL State Chairman, PBL State Adviser, two directors, the current PBL State President, and the immediate past State President. The Board shall also include the Illinois Professional Division State President, a local chapter adviser as chosen by the Board from nominations submitted by local chapter memberships; and members of business enterprise and educational institutions who have expressed or demonstrated an interest in furthering the goals and purposes of PBL.
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Section 5. Illinois PBL members currently serving as National PBL officers shall automatically be members of the Board of Directors.
Section 6. All elected members of the Boards of Directors shall serve a term of two years. The membership of the Board of Directors shall be announced at the Illinois State Leadership Conference.
Section 7. The PBL State Adviser shall serve as the chairman of the Board of Directors. If the PBL State Adviser is unable to serve, the adviser serving as director with the most experience shall serve. The same shall apply if the PBL State Adviser should step down for any reason.
Section 8. The Board of Directors shall meet at least twice a year to review the general conditions of Illinois PBL. The Board shall meet upon the recommendation of its chairman.
Section 9. The Board of Directors, in conjunction with the PBL Executive Council, shall be in charge of the general administration of Illinois PBL.
ARTICLE X – COMMITTEESSection 1. Advisory committees to assist in growth and development of PBL may be appointed as deemed necessary by the Board of Directors. Recommendations of persons for such appointments shall be requested of local chapters.
Section 2. Local chapters may select advisory committees to assist the growth and development of their respective chapters.
Section 3. The President of PBL, with the approval of the State Executive Council, shall establish committees, appoint their members for a period not to exceed his/her term of office, and assist these committees in their activities.
Section 4. The Election Committee may consist of the PBL State Adviser and board members, the Illinois PBL State Officers, state ambassadors, and businesspersons. The Election committee shall, after consideration of a candidate’s credentials for office of PBL, officially approve a candidate for office. No candidate is eligible to be officially nominated unless approved by this committee.
Section 5. Committee business may be conducted by mail, teleconferencing, and/or electronic conferencing at the discretion of the chairman. For adoption, action by mail, teleconferencing, and/or electronic conferencing shall require a three-fourths vote of the members eligible to vote and shall be reported to the committee members no later than the next regular meeting.
ARTICLE XI – EMBLEMS AND COLORSSection 1. The official emblem and insignia item designs are described and protected from infringement by registration in the U.S. Patent Office under the Trademark Act of 1946. The manufacture, reproduction, wearing, or display of the emblem shall be governed by the FBLA-PBL, Inc., Board of Directors.
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Section 2. Emblems and insignia shall be uniform in all local chapters and within special-emphasis groups; they shall be those of PBL. Only members in good standing may use official emblems and insignia.
Section 3. The official colors of PBL shall be blue and gold.
ARTICLE XII – PARLIAMENTARY AUTHORITYThe rules contained in Robert’s Rules of Order, Newly Revised shall govern Illinois PBL in all cases to which they are applicable and in which they are not inconsistent with the rules of FBLA-PBL, Inc., these Bylaws, or any special rules or order that Illinois PBL may adopt.
ARTICLE XIII – AMENDMENTSSection 1. Proposed amendments to these Bylaws shall be submitted in writing to the State Adviser no later than the day before the Winter Executive Council meeting by local chapters or by a state officer. Proposed amendments shall be revised by the Board of Directors and shall be approved by the Board of Directors before they can be submitted to the voting delegates. The State Board of Directors shall present approved proposed amendments with recommendationsfrom the Board of Directors to the voting delegates at the State Leadership Conference. A two-thirds vote of the voting delegates present and voting is required for adoption.
Section 2. The State Adviser and the Board of Directors with a majority vote shall be authorized to revise these bylaws to correct punctuation, grammar, cross-references, article and section designations, and to make such other technical changes as may be necessary, where these changes shall be minor in detail and shall not alter the meaning or intent of the bylaws. Notice of changes made under this authority shall be communicated in writing to the State Executive Council and to the State Committees within 30 days.
Revised 2014
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The Illinois State Chapter ofPHI BETA LAMBDA
Dear Illinois PBL Local Chapters:
As you begin preparations for the upcoming annual State Leadership Conference, please keep in mind the possibility of running a candidate (or even two) for state officer positions for the coming year. This Guide will provide you with essential information and steps that you need to take to provide such an opportunity for one (or two) of your members who have shown excellent leadership potential.
The experience can be challenging and exciting, but it will not necessarily be easy. The challenge begins with your chapter's recognition of state officer talent in one or more of your members. The challenge continues as you apply the key elements of determination, commitment, preparation, and effort in developing and carrying out a successful election campaign during the State Leadership Conference. Once elected, the challenge continues even further as state officers seek to carry out the duties of their offices.
Members are not elected to state officer positions alone nor do they fulfill the requirements of their positions alone. Rather, they need the support and encouragement of many people, including:
Parents, school officials, and department heads who need to be informed and supportive of the state officer's effort. State officers attend various conferences and meetings during the year and will probably miss some class time.
Local chapter advisers who approve and sign the nomination form serve as coaches and guides through the entire process.
And, chapter officers and members who support the officer candidate's campaign and once elected, support the officer in his/her tasks throughout the year.
Serving as a state officer does require time, energy, and devotion to Phi Beta Lambda, but the benefits to be derived from such service are tremendous. The State Executive Council sincerely hopes that you will seriously consider nominating one of your deserving, dedicated members for a state office. We look forward to excellent campaigning this year and, most of all, having a candidate for each elected office.
By the way . . . it is also fun! Good Luck!
The State BoardIllinois Phi Beta Lambda
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IILLINOISLLINOIS P PHIHI B BETAETA L LAMBDAAMBDA2014-2015 S2014-2015 STATETATE O OFFICERFFICER A APPLICATIONPPLICATION
(Note: This application is not the official application—the official application will be available on the website and(Note: This application is not the official application—the official application will be available on the website and through your adviser in January)through your adviser in January)
The Decision to Run for State Office
Service as a state officer is an opportunity to gain valuable leadership and business management experience while contributing to the development and advancement of Illinois Phi Beta Lambda. This guide provides information about state officer candidate eligibility, the selection process, and an overview of the expectations, responsibilities, and activities of state officers.
To be successful in the State Officer election process, candidates should carefully review and consider the following:
Review this guide and be familiar with state officer responsibilities and election requirements.
Meet with your local chapter adviser, family, school administrators, chapter members, employers, and other significant parties to discuss applying for state office and gain their support.
Obtain support from the president, adviser, and members of your local chapter. You will need the support of your chapter as you carry out your state officer duties and responsibilities.
Familiarize yourself with the FBLA-PBL’s mission, history, bylaws, publications, programs, and activities. The Chapter Management Handbook and the state and national websites are excellent resources.
Qualifications
All candidates must:a) Be a paid member in good standing in a PBL chapter at the school in which he/she is enrolled, or
be affiliated with Illinois PBL through the National Virtual Chapter.b) Be enrolled as a student, and actively pursuing a degree, at a recognized higher education
institution at least through the end of the 2014-2015 academic year.c) Be familiar with key business concepts (courses, workshops, organizations, etc.).d) Demonstrate a willingness and ability to commit time, resources, and skills to complete the state
officer role(s) assigned during his/her term of service.
Duties and Responsibilities of State Officers
As a state officer, you are a member of the State Executive Board. This officer team plans projects, implements programs, 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 for the members of Illinois Phi Beta Lambda.
State officers should consider their role within the association much like a job. They will need to commit time, talent, and energy to complete their tasks. Illinois PBL, like any employer, expects faithful service on the part of its officers. State officers are important to the success of this volunteer-led business;
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commitments should be fulfilled, assignments completed, and talents fully committed to the successful completion of the adopted program of work and advancement of the organization’s mission.
State officers are required to attend all State Executive Board meetings and training sessions, as well as all official state conferences and related-activities. State officers are expected to possess a strong base of knowledge about the association and be capable of discussing ideas and issues affecting the state chapter intelligently.
Officers must keep up to date on correspondence.
Each officer is responsible for being accountable to the organization and their team through regular reporting on his/her responsibilities and activities.
It is strongly recommended that state officers attend the National Leadership Conference and the Institute for Leaders program. It is strongly recommended that any member applying for state office should apply for the NLC/IFL Scholarships, which must be received by the National Center by April 1st.
Additional responsibilities of state officers include:a. Prepare and deliver appropriate presentations when asked to visit schools, conferences,
and business and civic groups.b. Communicate with Phi Beta Lambda members through adopt-a-chapter program (e-mail,
phone calls, etc.) and online venues.c. Recruit new chapters and members.d. Support your local chapter and its activities.e. Contribute ideas for improving Illinois Phi Beta Lambda.
State officers shall serve as a model representative for Phi Beta Lambda public relations. State officers may be called upon to make presentations before professional and student organizations and at times may need to miss school to represent Phi Beta Lambda.
State Officer Positions and Responsibilities
The President shall: Preside at State Executive Council Meetings and State Board Meetings Coordinate duties of all state officers Correspond with:
o State Officers biweeklyo State Adviser biweeklyo State Chairman bi-monthlyo Adopt-a-Chapters monthly
Coordinate RSVPs for FSS/WSS/SLC Prepare the FSS/WSS/SLC Agenda Bring greetings on behalf of PBL at FBLA and organization events Attend:
o SLC (2 days), NFLC (2 days), NLC (5 days)o FBLA-PBL Summer Workshop (2 days)o ICCCTSO Leadership Seminar (3 days)o National Institute for Leaders (2 days)o IBEA, IACTE (2 days each)
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The Vice President of Programs shall: Fulfill the role of the President in the absence of the President Coordinate a Community Service (March of Dimes) state project Direct statewide effort of Ambassador Program Promote the Outstanding Chapter Award Promote participation in nationally sponsored programs Secure workshop presenters and communicate with state officer team and Board for the
FSS/WSS/SLC Coordinate with the host college on arrangements for the FSS/WSS Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
The Vice President of Membership shall: Fulfill the role of the President in the absence of the President and Vice President of Programs Create and maintain a State Directory Recruit new PBL chapters and PD members Serve as a liaison for Middle Level, FBLA, and PD members Share recruitment ideas with local chapters Maintain an ongoing list of PD members Coordinate with Director of Development on sponsorships Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
The Vice President of Communications shall: Publish State Newsletters Complete minutes of Executive Council/Office meetings Compose state chapter news releases Create, schedule, and distribute monthly E-mail blasts to members, alumni, partners, and other
appropriate audiences Ensure state website is accurate, up-to-date, and informative Lead use of social media and other communication technology to keep members informed,
connected, and engaged (i.e.: Facebook, Twitter, LinkedIn, etc.) Attend SLC, NFLC, NLC, all seminar series, and State Executive Council meetings
STATE OFFICER SELECTION PROCESS
To be considered for an officer’s position in Illinois PBL, a candidate shall submit the Candidate Application Packet by required deadline to the State Adviser. The application packet must include the following elements:
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Step 1:a. Have the endorsement of his/her local chapter.b. Have at least one full year remaining in his/her educational program.c. Be approved by the Elections Committee.d. State Officer Candidate Application and Resume (highlighting FBLA-PBL, leadership, and
business experience).e. Endorsement (written endorsement by Chapter Adviser or at least 3 members, officers or
alumni).f. Written proposal of “goals and objectives,” including measurements of success.g. Evidence that the candidate is a member in good standing, with all local, state and national
dues paid.h. A copy of an official or unofficial transcript, showing current enrollment and demonstrated
progress towards degree completion at a recognized institution of higher education.
Step 2: Candidates who have submitted a complete application packet by the posted deadline will be invited to participate in the Officer Election Process during the State Leadership Conference. Approved candidates will be notified by email prior to the conference of any scheduled interviews, presentations, or other required activities. At a minimum, candidates will be expected to participate in an interview with the Officer Election Committee, consisting of representatives from the State Board of Directors and current state officers. The candidate may bring their local adviser and campaign manager to the interview.
Step 3: Based on their review of all materials submitted by candidates and their evaluation of candidates’ performance in the official interview and other required activities, the Officer Election Committee will approve candidates for election.
Step 4: After approval, officer candidates may set up their campaign booth. All booth items should be removed from the premises immediately after the close of the Opening General Session/Campaign Rally of the State Leadership Conference on Friday evening. Additional activities will include a formal presentation of the candidates’ proposed goals/objectives with a limit of two minutes (campaign speech) and participation in a Q&A session with local chapter representatives during the Opening General Session/Campaign Rally on Friday evening.
Step 5: Voting delegates will have the opportunity to vote for the officers during the voting session on Saturday morning at the State Leadership Conference. In the event that a candidate is not approved by a majority of the voting delegates (or a vacancy exists for any other reason), the State Officer Team, in consultation with the State Board of Directors, will determine at their first meeting whether to appoint someone to fill the vacancy or whether the duties can be reassigned to the remaining officers elected for the year.
Step 6: The newly elected state officers must attend a mandatory meeting/training session immediately following the State Leadership Conference on April 6-7, 2014, at the Keller Convention Center. Officers can wear casual clothes for this session. All hotel accommodations and meals will be provided through Illinois PBL.
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Financial NotesLimited funds are available to cover approved travel, lodging, and expenses for the state officers when attending official meetings and activities. A budget will be developed and approved by the state executive board at their first meeting each year and maintained by the State Board throughout the year. Name badges will be provided for all newly elected officers. Complimentary registration and hotel accommodations will be provided for official state conferences held during an officer’s term of service. The National Fall Leadership Conference and National Leadership Conference Registration may be reimbursed for state officers. In addition, the state president will receive additional monetary support for attendance at the National Leadership Conference (refer to complete budget for details).
Illinois State Officer 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 this code. State officers who violate or ignore the elements of this Code of Conduct subject themselves to:A. Being removed from the Phi Beta Lambda conference at their own expense.B. Have any honors or offices cancelled and withdrawn.
CODE OF CONDUCT1. State officers shall behave in a courteous and respectful manner, refraining from language
and actions that might bring discredit upon the Illinois Phi Beta Lambda 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 official FBLA-PBL 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 that in any way could raise questions as to their moral character or conduct.
6. State officers shall treat all members equally and with respect.
7. State officers participating in Phi Beta Lambda assignments shall not damage or deface property. Damages to any property or furnishing in hotel rooms, private accommodations and/or building will be paid for by state officers at their own expense.
8. State officers shall communicate any circumstances that prevent them from carrying out predetermined plans or assignments to their state president, local adviser and state staff team.
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 for State office, or serve as a campaign manager, except when campaigning for oneself.
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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 member 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 on the campaign process and serves as tutor and coach during the officer's term of service.
The adviser works closely with the state committee members 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 may be critical to local and state chapter success. The officer may not always be receptive to advice, and a special effort should be made by advisers to overcome this delicate situation, which can sometimes develop. The officer must realize that the local adviser's signature on the application shows his/her support for the officer and to the organization. The adviser helps the officer accept these responsibilities:
1. ACQUIRE GOOD BASIC KNOWLEDGE of the organization and be capable of discussing ideas and issues intelligently.
2. PORTRAY THE PROPER IMAGE when representing the organization. Wear appropriate business attire for all meetings, wear appropriate evening attire as necessary, use correct grammar, display proper manners and etiquette, exhibit a good attitude, and use PR skills in working with individual members and chapters. Above all, be a good listener.
3. PREPARE APPROPRIATE SPEECHES when asked to visit local chapters, participate in conferences and speak to business and civic groups. Local advisers should review speech materials, outlines, etc., and the officer should practice the speech before an appearance.
4. ANSWER CORRESPONDENCE and send "thank you" letters promptly. The local adviser should proofread all correspondence before it is sent. The officer should write correspondence and articles and present them to the adviser for suggestions and any necessary changes.
As the local adviser for a state officer, you accept responsibility for assisting your state officer. Secure the endorsement and support of the officer's family, 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 often essential. Secure the assistance of a good secretary--either a PBL member or even a school employee--who will devote time and effort to you and your officer.
Be informed about state and national 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 all of the background information which you might have. Take an active part in helping your officer
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reach his/her personal and organizational goals. Do not forget that having a state officer is a growth experience for you, the adviser, also. We all benefit from the variety of experiences and opportunities which this organization provides.
IF YOU ARE ELECTED!!!
If you are elected, you will become a member of the Illinois PBL state team responsible for implementing the policies and programs of this state association. As a candidate, it is important for you to realize the commitment that you are making if elected. Serving as an officer is a very rewarding experience, but it also carries with it responsibilities. Your role and that of the other members of the State Executive Council will be to work within the policies and programs of work which are already in place as well as to seek measures of improvement. You should also be aware of each of the following meetings which you need to attend as a representative of the entire state membership:
While the State Chapter does provide for lodging and transportation expenses for Executive Council meetings, there is, unfortunately, not enough resources to fully cover meal costs for Executive Council meetings or for state officer expenses for conferences. Thus, it is important for your local chapter to realize that it may be necessary to assist you during the year. The text of the State Chapter's "Travel and Expense Policies" is included in the next section of this Guide. The "Travel and Expense Policies" applies to all members of the State Executive Council. Additionally, the State Chapter does not provide for health or liability insurance coverage for Executive Council members. You will be expected to fulfill your duties, or you will be dismissed. You will be expected to pay Illinois Phi Beta Lambda for expenses that have been paid for you to attend officer functions.
ILLINOIS PHI BETA LAMBDATRAVEL & EXPENSE POLICIES
___________________________________________________________________________These policies provide guidelines for the reimbursement of travel and expenses for Executive Council members.
Reimbursements:State President:
SEC Meetings ---hotelNFLC --- registrationNLC --- registration, mileage, and 1/2 hotel for Outgoing PresidentInstitute for Leaders --- registration, mileage, and 1/2 hotel for Incoming President
(State Adviser-same)Vice President Positions:
SEC Meetings ---hotelNFLC --- registrationNLC --- registration
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All OfficersPostage, telephone, & professional meeting reimbursements(as determined by the State Adviser)
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The Illinois State Chapter of
PHI BETA LAMBDA
Greetings to Prospective New and Reactivated Chapters:
We wish to extend a very cordial invitation for your school to become involved with the largest collegiate student organization in America—Phi Beta Lambda. The programs of this national organization benefit not only the individual students preparing for business occupations, but also the business department/college and entire institution at which a chapter is chartered.
The Illinois State Chapter has a solid organization with membership averaging nearly 200 during recent years. The State Chapter is comprised of local chapters at all types of collegiate institutions in Illinois—from community and junior colleges to universities—and provides tremendous opportunities for student leadership development at all schools with business programs.
We hope you will strongly consider chartering a chapter of Phi Beta Lambda at your institution (or reactivating your chapter)—the process is simple; the rewards are tremendous. If you need any assistance, please do not hesitate to call upon us; we will be glad to help. Included for your review and assistance are chapter chartering/reactivation forms and information that should prove helpful in your organizational process.
Charter applications (or reactivation forms) should be sent to my address above. The required materials are as follows:
Chapter Application Form (also used for reactivation)Copy of Chapter BylawsState Dues Reporting FormCheck for State and National Dues and Charter/Reactivation Fee (xx members @ $18 each plus $20 charter/reactivation fee)
The National Office will assign each new Phi Beta Lambda chapter with its own official Greek letter designation.
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TO THE ADVISERTHE VALUE OF THE STUDENT ORGANIZATION
The very thought of sponsoring a student organization can evoke a variety of emotions on the part of an instructor. Additional responsibility and a feeling of unrelatedness to the classroom often head the list of reactions one may have. Yet, with such emphasis upon the development of team skills in business curricula today, the student organization provides an almost perfect vehicle for students to apply classroom knowledge in an environment that emphasizes the accomplishment of goals not dissimilar to those they will experience in their careers.
As an organization focusing upon the development of aggressive, competent business leadership skills, Phi Beta Lambda specifically serves to extend the classroom beyond the parameters established by individual courses--much less the constraints of class times and location. Since 1942, Phi Beta Lambda has been an integral part of the business programs at colleges and universities across Illinois and throughout the nation, and its purpose is well beyond that of what we may often view as the purpose of a student organization.
As business faculty, we certainly view our efforts in economic terms, particularly with respect to the benefits to be derived from our actions. In extending our classrooms through involvement with Phi Beta Lambda as a student organization, we can certainly provide benefits not only to our students but also to our colleges and ourselves. In fact, Phi Beta Lambda can certainly be an integral part of the classroom as many projects, programs, and specifically the competitive events are directly related to possible course requirements or enhancement activities.
Of particular importance to your business programs is the competitive events program, which allows your students to apply their knowledge and skills in over 30 individual, team, and chapter events. The potential awards received by your students at the state and possibly the national levels serve as credible measures of institutional effectiveness with which all of us are concerned these days. Of course, the competitive events provide excellent feedback to us regarding the quality of our curricula. In addition, many of the colleges and universities currently having chapters of Phi Beta Lambda indicate that the organization also serves as a retention device for our students. Phi Beta Lambda can also serve as a valuable recruitment tool by providing a transition opportunity for FBLA students from the high school level (Future Business Leaders of America being the high school counterpart of PBL at the college level).
Students gain tremendous benefits through their active involvement in the organization by developing practical leadership skills, gaining experience in applying teamwork skills, assessing the extent of their knowledge through the competitive events, and fine-tuning a variety of personal success characteristics afforded by opportunities for travel and participation in conferences. Needless to say, Phi Beta Lambda also provides the student with an excellent means of building an impressive resume.
Involvement with the association also serves as a wonderful mechanism for business faculty advisers to network with their colleagues at other institutions across the state and nation. The boundaries of professional involvement are greatly broadened with many of the same opportunities and benefits for the students being also applicable to faculty members.
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For further information about Phi Beta Lambda as a valuable enhancement of your business programs, contact Tina Dierkes, State Adviser, Southwestern Illinois College, 2500 Carlyle Avenue, Belleville, Illinois, 62221; Telephone: (618)222-5321; E-mail: [email protected].
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Twelve Easy Steps forChartering or Reactivating a Chapter of
Phi Beta Lambda
STEP 1 The department or school of business should identify a faculty member to serve as a chapter adviser. If students initiate the process, the group should secure a faculty member who is willing to serve as chapter adviser.
STEP 2 Investigate college or university policies regarding approval of new student organizations, typically coordinated through the school’s student government association.
STEP 3 Schedule an informational meeting for interested students. Select a time and location that is most convenient for the majority of students, allowing approximately 30 minutes for the initial information sharing session. Consider inviting a state chapter officer or a member of the state committee (consult the state directory) to speak during your informational meeting. These individuals will be glad to share their knowledge about the organization with you.
STEP 4 Create flyers to publicize the informational meeting. Post these flyers in appropriate and approved locations in hallways and classrooms. Consider sending a memo to business faculty soliciting their encouragement of students to attend this informational meeting.
STEP 5 Acquire and reproduce a quantity of the generic membership information brochure from the state adviser to distribute at the informational meeting. The brochure can be tailored to your local chapter at a later date for use as a membership recruitment tool.
STEP 6 Conduct an informational meeting. The faculty adviser, students, or invited state chapter representatives can conduct the meeting. The informational brochure can serve as a guide for discussion during the meeting. Appoint a committee of three to five potential members to draft a set of bylaws for consideration at the next meeting. Before adjourning, establish date, time, and location for next meeting during which bylaws should be adopted, dues paid, and officers elected.
STEP 7 Draft chapter bylaws using the Suggested Local Chapter Bylaws included in Section V of the State Handbook. Develop a membership application form for distribution to prospective members at the next meeting, using the sample membership application form included in this section.
STEP 8 Send both the application for chartering or reactivating, included in this packet, and the new local constitution and bylaws to the FBLA-PBL National Office for approval. The application process typically requires a few weeks for new chapter charter to be received.
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STEP 9 Repeat Steps 3, 4, and 5 in preparation for the chapter organizational meeting.
STEP 10 Conduct chapter organizational meeting. The meeting can be conducted by the faculty adviser, students, or again, by an invited state officer or state committee member. Prospective members in attendance should conduct the following business:
1. Consider, modify as needed, and approve chapter bylaws2. Elect officers3. Pay state and national dues as approved with the bylaws4. Pay charter or reactivation fee (may have been included with step 8)
STEP 11 Chapter officers should meet with the chapter adviser to begin developing a program of work for the chapter. Materials that should be reviewed by each officer include:
--Chapter Information Packet (state chapter packet)--Chapter Organization Packet (national association packet)--State Handbook--National Handbook--National Awards Program
STEP 12 Upon receipt of the chapter charter from the national office, schedule a Chapter Installation Service, which can be conducted by a chapter at a nearby college or university or coordinated through the state officer or state committee member who visited with you. Schedule the service approximately six weeks after submitting the application.
** After completing these twelve easy steps, publicize the chartering/reactivation of your chapter. Inform the local newspapers and your school newspaper. Be sure to take pictures for bulletin boards, scrapbooks, and the Illinois Phi Beta Lambda State Newsletter.
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PHI BETA LAMBDA
SAMPLE MEMBERSHIP APPLICATION FORM
NAME:
SCHOOL ADDRESS:
PERMANENT ADDRESS:
HOME PHONE:
WORK PHONE:
EMPLOYED BY:
MAJOR:
PREVIOUS COLLEGES ATTENDED AND DEGREE(S)
RECEIVED:
CURRENT CLASS SCHEDULECOURSE TITLES TIME DAYS
DUES: $________ per year (includes national, state, and local dues)Make check payable to “Phi Beta Lambda”Please complete this form and submit it with your dues payment
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SUGGESTED PHI BETA LAMBDALOCAL CHAPTER BYLAWS
These “Suggested Phi Beta Lambda Local Chapter Bylaws” included on the next several pages are intended as a guide. Local chapter bylaws must be consistent with state and national constitutions or bylaws and with the FBLA-PBL, Inc. charter. Those provisions in the Local Chapter Bylaws which derive from these higher authorities are not amendable at the local level. This suggested set of bylaws is given to provide a structure for the local chapter. Modifications can be made to these suggested bylaws to tailor them to the specific needs of the local chapter.
Bylawsof the _____(your school name)_____
Chapter of Phi Beta Lambda
Article I. NameThe name of this organization shall be the _____(your school name)_____ Chapter of Phi Beta Lambda.
Article II. PurposeSection 1. The purpose of Phi Beta Lambda is to provide additional opportunities for college students to develop competencies for business occupations. Phi Beta Lambda is an integral part of the instructional program and in addition promotes a sense of civic and personal responsibility.
Section 2. The specific goals of Phi Beta Lambda are to:Develop competent, aggressive business leadershipStrengthen the confidence of students in themselves and their workCreate more interest in and understanding of American enterpriseEncourage members in the development of individual projects which contribute to the improvement of home, business, and communityDevelop character, prepare for useful citizenship, and foster patriotismEncourage and practice efficient money managementEncourage scholarship and promote school loyaltyAssist students in the establishment of occupational goalsFacilitate the transition from school to work.
Article III. MembershipSection 1. Phi Beta Lambda membership shall consist of the members of chartered local chapters. These members shall hold membership in the Illinois State Chapter as well as the national association.
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Section 2. The national level of Phi Beta Lambda as well as the Illinois State Chapter shall be open for membership to these classes of members:
Active Members shall be business students or students having an interest in business at _____(your school name)_____ who accept the purpose of Phi Beta Lambda and subscribe to its creed. Active members shall pay dues as established by Phi Beta Lambda at the national, state, and local levels. and may participate in national and state events in accordance with the guidelines of the National and State Awards Programs, serve as voting delegates to the National and State Leadership Conferences, hold national and state offices, and otherwise represent their state and local chapters as approved by their respective state and local advisers.
Honorary Life Members may be elected to the Chapter by a majority vote. They shall be persons who are assisting in the advancement of business education and/or who are rendering outstanding service to FBLA-PBL, Inc. Honorary Life Members shall not vote or hold office and shall not be required to pay dues.
Professional Members shall be persons associated with or participating in the professional development of Phi Beta Lambda. Such members may include alumni, Chapter advisers, other instructors, advisory council members, businesspersons, and other persons contributing to or interested in the growth and development of Phi Beta Lambda. Professional Members shall pay dues as established by the state and national Professional Divisions and as established by the local chapter but shall not be afforded the privileges of active members such as participating in events, serving as voting delegates or holding office. All rights and privileges afforded by membership in the Professional Division are, however, applicable.
Article IV. Dues and FinanceSection 1. Dues. National dues based on fiscal reports by the national office, and on recommendations by the National Executive Council and the Board of Directors, shall be determined by a majority vote of the local chapter voting delegates at the National Leadership Conference. State Chapter dues are automatically consistent with national dues. National and state dues of members shall be forwarded directly to the Phi Beta Lambda national and state offices. Membership dues are unified on the local, state, and national levels; membership is not available at each level separately.
Section 2. The membership dues in Phi Beta Lambda shall be $_______ a year, of which $10.00 shall be remitted to the Phi Beta Lambda national office in payment of national dues, and $8.00 shall be remitted to the State Chapter in payment of state dues.
Section 3. The fiscal year of Phi Beta Lambda shall be July 1 through June 30.
Section 4. An audit shall be made annually by the auditing committee, which shall report at the annual meeting.
Article V. Officers and ElectionsSection 1. Officers of the Chapter shall be president, vice president, secretary, treasurer, reporter, historian, and parliamentarian. These officers along with the adviser as an ex-officio member shall constitute the Executive Committee.
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Officers shall be elected at the annual meeting and shall hold office for a term of one year or until their successors are elected. Officers shall assume their duties at the close of the meeting at which they were elected.
Section 2. The Chapter shall have an Adviser who shall be a faculty member from the business department. The Chapter may have as many special-emphasis groups under the Chapter charter as it deems necessary to meet the interest of all students and shall assume full responsibility for coordinating the program for these interest groups.
Section 3. The Chapter may have an Advisory Council which should consist of former chapter members, the Chapter Adviser, and area business leaders.
Article VI. Duties of Phi Beta Lambda OfficersSection 1. The President shall (a) preside over all meetings of the Chapter, (b) appoint all committees and serve as an ex-officio member of these committees, and (c) promote the growth and development of Phi Beta Lambda.
Section 2. The Vice President shall (a) preside in the absence of the President, and (b) assist the President.
Section 3. The Secretary shall (a) keep an accurate record of the Chapter and Executive Committee meetings, and (b) submit the required reports to the State Chapter and the National Office.
Section 4. The Treasurer shall (a) act as custodian of the funds of the Chapter, collect dues, and give financial reports, and (b) send the membership list with dues to the State Chapter and the National Office.
Section 5. The Historian shall (a) maintain records of the Chapter, including an annual report of its activities, awards, and publicity.
Section 6. The Reporter shall (a) act as public relations officer for the Chapter, (b) see that news stories and photographs are delivered to the school paper, the local newspaper, the news bulletin and the national and state Phi Beta Lambda publications, and (c) cooperate with the school official concerning assembly, radio, and television programs.
Section 7. The Parliamentarian shall (a) serve in any capacity as directed by the President, and (b) advise the President or presiding officer on points of parliamentary procedure.
The officers shall serve on the Executive Committee and perform such duties as directed by the President and the Adviser and not inconsistent with these Bylaws or other rules adopted by the Chapter.
Article VII. MeetingsSection 1. There must be at least one regular meeting a month during the school year. The regular ___(month)___ meeting shall be designated as the annual meeting for the purpose of electing officers, receiving reports of officers and committees, and for any other business which
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may arise. Other meetings may be held as deemed necessary by the President with the approval of the Executive Committee.
Section 2. Quorum. ______ members of the Chapter shall constitute a quorum.
Article VIII. CommitteesSection 1. The President, on consultation with the Chapter adviser, may appoint the following committees: (a) Nomination, (b) Audit, (c) Ways and Means, (d) Social, and (e) Finance and Fund Raising. The President shall appoint additional committees as authorized by the Executive Committee. The Executive Committee and the adopted parliamentary authority shall determine duties of committees.
Section 2. The local chapter may select an advisory committee to assist in its growth and development.
Article IX. Emblems, Insignia, and ColorsSection 1. The Chapter emblems shall be the emblems of the national organization.
Section 2. The official emblem and insignia item designs are described and protected from infringement by registration in the U.S. Patent Office under the Trademark Act of 1946. The manufacture, reproduction, wearing, or display of the emblem shall be governed by the National Board of Directors.
Section 3. Emblems and insignia shall be uniform in all local and state chapters and within special-emphasis groups; they shall be those of Phi Beta Lambda. Only members in good standing may use official emblems and insignia.
Section 4. The official colors of Phi Beta Lambda shall be blue and gold.
Article X. Parliamentary AuthorityThe rules contained in the most current edition of Robert’s Rules of Order shall govern the Chapter in all cases to which they are applicable and in which they are not inconsistent with the rules of FBLA-Phi Beta Lambda, Inc., these Bylaws, or any special rules of order the Chapter may adopt.
Article XI. Amendment to the BylawsAmendments to the Bylaws shall be submitted in writing at a regular meeting and shall not be voted on until the following regular meeting. A two-thirds vote of the members present shall be required for adoption.
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PHI BETA LAMBDACHAPTER INSTALLATION SERVICE
___________________________________________________________Welcome (by President of new chapter)
Invocation (by officer of new chapter) (optional)
Introduction of Installing Officials and Guests (by President of new chapter)
Greetings (by appropriate person/s--school official, student government representative, etc.)
INSTALLATION SERVICE
INTRODUCTION (Installing Official--President of Installing Chapter)
"This service is for the installation of the ___________________________ Chapter of Phi Beta
Lambda at _____________________________________.
Phi Beta Lambda is a national association for business students in post secondary schools who
are preparing for careers in a variety of business occupations. I have been authorized by the
state and national associations to conduct the installation into the associations of the
____________________________________ Chapter of Phi Beta Lambda at
___________________________________________________.
Since the Greek letters, Phi Beta Lambda, may be used officially to designate the association, its
units, and members, it is fitting that we consider what these letters and the English words they
represent mean to our association.
____________________________________ will present "PHI",
____________________________________ will present "BETA", and
____________________________________ will present "LAMBDA"."
PHI -- FUTURE
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"You have often heard people ask, 'What does the future hold for you?' Perhaps that question
should be changed to, 'What have you to offer the future?' Involving yourself in leadership
activities, in addition to your daily educational experiences, prepares you for the challenges of a
future in business. You can broaden your education for the future in many ways. You can profit
by the experiences of others--those who have preceded you as well as our teachers and other
adults with whom you associate. You can read current publications and study subjects that will
aid you not only in meeting changing conditions but will also facilitate your understanding the
varied economic systems of the world. Only a willingness to learn can allow you to offer any
good part of yourself to the future."
BETA -- BUSINESS
"To be successful in business, you must be educated in business methods and procedures and
have a knowledge of the economic system and operation of government. You must understand
how business may serve and how people are served through business. You must appreciate the
parts business and education play in the life of the average person and become alert to the ways
and means of improving standards of conduct in business so that the greatest good comes to the
greatest number."
LAMBDA -- LEADERS
"In our democratic society, we must have leaders -- leaders in business, industry, government,
politics, the professions, and in community life. The future of our country depends on the quality
of leadership we produce, so you must learn to recognize the situations in which your individual
talents become useful. Leadership implies honor, foresight, tact, competency, dependability,
discretion, and integrity. A leader must listen and be able to take criticism, discarding the petty
and adjusting actions to the constructive. A leader must be able to conceive new and workable
ideas and must be able to take failures in stride and profit from them. Phi Beta Lambda 59
emphasizes the duty of its members to prepare for the great task of business leadership in the
years ahead."
(Installing Official)
"Our association has a definite and worthy list of purposes, and it is appropriate to remind
ourselves of these:
To develop competent, aggressive business leadership.
To strengthen the confidence of students in themselves and their work.
To create more interest in and understanding of American business enterprise.
To encourage members in the development of individual projects which contribute to the
improvement of home, business, and community.
To develop character, prepare for useful citizenship, and foster patriotism.
To encourage and practice efficient money management.
To encourage scholarship and promote school loyalty.
To assist students in the establishment of occupational goals.
and, To facilitate the transition from school to work."
INDUCTION OF MEMBERS (Installing Official)
"As you have just heard, Phi Beta Lambda is based on a definite set of purposes including
development of competent, aggressive business leadership, creation of more interest in and
understanding of the intelligent choice of business occupations, and participation in worthy
undertakings for the improvement of business and citizenship. Phi Beta Lambda serves as a
stepping stone to a prominent place in business. You have heard our ideals. We recommend
them to you as members of this association.
(Installing Official lights tall white candle)
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"Will you please signify acceptance of these ideals by coming forward as your name is called for
the symbolic lighting of the candle. Please return to your seats and remain standing after your
candles are lit."
PRESENTATION OF CHARTER MEMBERS (By an Assistant Installing Official. Installing Official
moves to a position for lighting charter members' candles as they come forward.
Assistant Installing Official reads names of charter members giving each time to come forward
and light candle.)
(Short, individual candles are needed; one for each charter member)
(Members' names are read and candles are lighted)
(Installing Official moves back to podium)
PLEDGE OF MEMBERSHIP (by Installing Official)
"By the lighting of these candles you accept the ideals of and membership in this association.
Will you please raise your right hand and repeat after me the pledge of membership.
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I DO SOLEMNLY PROMISE /
TO UPHOLD THE AIMS AND RESPONSIBILITIES
OF PHI BETA LAMBDA /
AND, AS AN ACTIVE MEMBER
OF THE __________________________ CHAPTER /
I SHALL STRIVE TO DEVELOP THE QUALITIES NECESSARY /
TO BECOME A LEADER IN BUSINESS /
AND IN THE COMMUNITY IN WHICH I LIVE.
"I now declare you members of the _________________________ Chapter of Phi Beta Lambda
at ____________________________________________.
Congratulations! You may extinguish your candles and be seated.
OFFICER INSTALLATION SERVICE (by Installing Official)
"In the organizational process for this year, you have duly elected leaders from among your
ranks. Will the new officers of the _________________________________________ Chapter of
Phi Beta Lambda at ___________________________________________ please come forward as
I announce each office and name.
(give them directions in advance as to where to stand)
__________________________________, Parliamentarian
__________________________________, Historian
__________________________________, Reporter
__________________________________, Treasurer
__________________________________, Secretary
__________________________________, Vice President
__________________________________, President62
"You have been chosen from among Phi Beta Lambda members at
__________________________________ as officers for this year. You have been selected
because your fellow members have faith in your ability and confidence that you will fulfill the
duties of your office. I challenge you to accept the responsibility that has been given to you.
The tallest, lighted candle symbolizes the chapter in its entirety with all its members working
together."
(Several members of the installation team may conduct the officer installations. Each installer, if
more than one, moves to podium and announces name and office. Candles for officers are
arranged on table as follows:
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Parliamentarian -- gray
Historian -- green
Reporter -- violet
Treasurer -- blue
Secretary -- yellow
Vice president -- orange
President -- red
Installer directs officer to pick up appropriate candle when he/she is called forward and also
directs officer to light candle at the appropriate time. As each officer is installed, installer
returns to previous position and officer moves to position as directed by installer--need to tell
parliamentarian where to stand, others will follow suit.)
INSTALLATION OF PARLIAMENTARIAN
"______________________________, Parliamentarian.
(comes to podium)
You have been selected Parliamentarian for the ________________________________ Chapter
of Phi Beta Lambda at ____________________________________________________ As
Parliamentarian, your job shall be to provide counsel for the orderly conduct of meetings and
chapter business through the use of prescribed rules of parliamentary authority and the
constitution of the chapter.
Do you accept this responsibility and promise to fulfill your duties to the best of your ability?
(parliamentarian answers "I do.")
I now declare you, in the name of the ________________________________ Chapter of Phi
Beta Lambda at __________________________________, the Parliamentarian.
(parliamentarian lights candle)
This gray candle symbolizes the value of orderly conduct of the activities of the
__________________________________ chapter of Phi Beta Lambda.
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INSTALLATION OF HISTORIAN
"______________________________, Historian.
(comes to podium)
You have been elected Historian/Reporter for the __________________________________
Chapter of Phi Beta Lambda at _________________________________________________. As
Historian/Reporter, your job shall be to report meetings and other newsworthy activities of the
chapter through the proper channels.
Do you accept this responsibility and promise to fulfill your duties to the best of your ability?
(Historian/Reporter answers "I do.")
I now declare you, in the name of the ___________________________________ Chapter of Phi
Beta Lambda at __________________________________________________________, the
Historian.
(Historian lights candle)
This green candle symbolizes the inspiration and enlightenment than can be brought by
reporting the activities of the _________________________________ chapter of Phi Beta
Lambda.
INSTALLATION OF REPORTER
"______________________________, Reporter.
(comes to podium)
You have been elected Reporter for the __________________________________ Chapter of
Phi Beta Lambda at _________________________________________________________. As
Reporter, your job shall be to report meetings and other newsworthy activities of the chapter
through the proper channels.
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Do you accept this responsibility and promise to fulfill your duties to the best of your ability?
(Reporter answers "I do.")
I now declare you, in the name of the _______________________________ Chapter of Phi Beta
Lambda at ___________________________________________________________, the
Reporter.
(Reporter lights candle)
This violet candle symbolizes the inspiration and enlightenment than can be brought by
reporting the activities of the ___________________________________ chapter of Phi Beta
Lambda.
INSTALLATION OF TREASURER
"______________________________, Treasurer.
(comes to podium)
You have been elected Treasurer for the __________________________________ Chapter of
Phi Beta Lambda at __________________________________________________________. In
electing you to this office, the members have shown their faith in your business ability and your
honesty.
Do you promise to keep accurate records of all money received and disbursed and present
orderly reports upon proper request?
(Treasurer answers "I do.")
I now declare you, in the name of the ___________________________________ Chapter of Phi
Beta Lambda at _________________________________________________________, the
Treasurer.
(Treasurer lights candle)
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This blue candle symbolizes the trust and confidence which the members have in your ability to
safeguard all funds.
INSTALLATION OF SECRETARY
"______________________________, Secretary.
(comes to podium)
You have been elected Secretary for the _________________________________ Chapter of Phi
Beta Lambda at __________________________________________________________.
Accepting this office obligates you to be present and keep a record of what takes place at every
meeting.
Do you accept this responsibility and promise to fulfill your duties to the best of your ability?
(Secretary answers "I do.")
I now declare you, in the name of the __________________________________ Chapter of Phi
Beta Lambda at ___________________________________________________________, the
Secretary.
(Secretary lights candle)
This yellow candle symbolizes constancy in attendance and in keeping members informed of
the chapter's progress.
INSTALLATION OF VICE PRESIDENT
"______________________________, Vice President.
(comes to podium)
You have been elected Vice President for the __________________________________ Chapter
of Phi Beta Lambda at __________________________________________________________.
Your duty will be to assume chapter leadership responsibilities in
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the absence of the president, acting in his stead.
Will you strive to carry out the duties of this office?
(Vice President answers "I will.")
I now declare you, in the name of the _________________________________ Chapter of Phi
Beta Lambda at __________________________________________________________, the
Vice President.
(Vice President lights candle)
This orange candle is the symbol of the harmony and faithfulness which should characterize
your efforts in working with the president to carry out the ideals of this chapter.
INSTALLATION OF PRESIDENT
"______________________________, President.
(comes to podium)
The members of the __________________________________ Chapter of Phi Beta Lambda at
________________________________________ have bestowed upon you the honor of being
their President. Your major responsibility is to lead and encourage this chapter in all its
activities. It is your duty to preside at all meetings and see that they are conducted in
accordance with the constitution and correct principles of parliamentary practice.
Do you accept this responsibility and promise to fulfill your duties to the best of your ability?
(President answers "I do.")
I now declare you, in the name of the _________________________________ Chapter of Phi
Beta Lambda at __________________________________________________________, the
President.
(President lights candle)
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This red candle is the symbol of your duties and obligation to the chapter and its members.
(Installing official)
"You have heard the vows that these officers of your chapter have taken. In your presence, I
now declare them officially installed as officers of the
________________________________________ Chapter of Phi Beta Lambda for the 20_ - 20__
year. Congratulations!!
PRESENTATION OF CHARTER (Installing Official)
"___________________________, President of the
__________________________________________ Chapter at
_______________________________________________________, will you please come
forward to receive your chapter's official charter.
"By authority of FBLA-PBL, Inc., I am pleased to present you with the official charter for your
chapter.
(Read the charter)
"By virtue of this charter, this chapter now becomes a part of the state and national
associations. You now have the privilege and the responsibility of operating under the name
Phi Beta Lambda and as a part of the Illinois state chapter and the national association. The
responsibility of making the ________________________________________ chapter's success
rests with its members, officers, and advisers."
(Charter presentation may be mocked if charter has not been received. Greek letter
designation may be omitted throughout.)
ACCEPTANCE OF CHARTER (by chapter president)
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"I, on behalf of the officers and members of the
_____________________________________________ Chapter of Phi Beta Lambda, accept the
honor, privileges, and responsibilities entrusted to us, and together we shall endeavor at all
times to carry out the purposes of Phi Beta Lambda."
(Installing Official makes closing remarks)
(Installing Official)
If you will, let us please close this Installation Service by all of us reminding ourselves of what it
is that we believe as members of this association. Please join me in reading the Creed which is
on the back of your program.
(installing official turns podium over to the chapter president)
(chapter president thanks installation team, etc.)
(President introduces speaker)
(Speaker)
(President provides closing remarks)
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