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					                 2010-2011 STATE HANDBOOK
                           We Welcome You to the 46th 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




                                                                                                   1
                                                                 STATE HANDBOOK
                                                             TABLE OF CONTENTS
                                                                                                                                                                     PAGE
SECTION I: Chapter Information Guide
Chapter Information Guide, 2010-2011 ........................................................................................................................ 4
Calendar of Events, 2010-2011 ..................................................................................................................................... 7
Illinois PBL State Goals, 2010-2011 ............................................................................................................................. 8

SECTION II: State Chapter Directory
State Committee .......................................................................................................................................................... 10
State Officers ............................................................................................................................................................... 10
National Directory ....................................................................................................................................................... 11
Other Association Addresses ....................................................................................................................................... 11
Professional Division Officers..................................................................................................................................... 11

SECTION III: General Information
What is Phi Beta Lambda? .......................................................................................................................................... 12
Phi Beta Lambda Goals ............................................................................................................................................... 12
Phi Beta Lambda Pledge ............................................................................................................................................. 13
Phi Beta Lambda Code of Ethics ................................................................................................................................. 13
Benefits of Phi Beta Lambda Membership .................................................................................................................. 13
Phi Beta Lambda Creed ............................................................................................................................................... 14
Illinois Phi Beta Lambda History ............................................................................................................................... 15
Current State Chapter Structure and Operations.......................................................................................................... 17
State Leadership Conference ....................................................................................................................................... 19
PBL Conference Dress Code ....................................................................................................................................... 21

SECTION IV: Local Chapter Structure and Management
Why Have Phi Beta Lambda? ..................................................................................................................................... 22
Responsibilities of Local Chapter Officers .................................................................................................................. 22
Suggested Officers and Duties .................................................................................................................................... 23
 President .................................................................................................................................................................... 23
 Vice President............................................................................................................................................................ 23
 Secretary .................................................................................................................................................................... 24
 Treasurer .................................................................................................................................................................... 26
 Parliamentarian .......................................................................................................................................................... 27
Suggested Order of Business for Chapter Meeting ..................................................................................................... 27
Chapter Committees .................................................................................................................................................... 27

SECTION V: State Chapter Bylaws
Illinois PBL State Chapter Bylaws
Article I        Name ............................................................................................................................................... 29
Article II       Purpose ........................................................................................................................................... 29
Article III      Membership .................................................................................................................................... 29
Article IV       Dues and Finance ............................................................................................................................ 29
Article V        Organization.................................................................................................................................... 30
Article VI       Officers and Elections ..................................................................................................................... 31
Article VII      Duties of PBL State Officers and Chairman ................................................................................... 32
Article VIII     State Leadership Conference .......................................................................................................... 33
Article IX       State Executive Council and Board of Directors ............................................................................ 34
Article X        Committees ..................................................................................................................................... 35
Article XI       Emblems and Colors ....................................................................................................................... 35
Article XII      Parliamentary Authority.................................................................................................................. 35
Article XIII     Amendments ................................................................................................................................... 35



                                                                                                                                                                                     2
SECTION VI: State Officer Candidate Guide
Introductory Letter ...................................................................................................................................................... 37
Elected State Officer Positions .................................................................................................................................... 38
Qualifications for Elected State Officers .................................................................................................................... 38
Duties of Elected State Officers ................................................................................................................................. 40
Procedures for Filing State Officer Candidate Nominations ...................................................................................... 41
Election Rules, Regulations, and Procedures .............................................................................................................. 41
Adviser Information .................................................................................................................................................... 42
If You Are Elected....................................................................................................................................................... 43
Travel and Expense Policies ........................................................................................................................................ 43

SECTION VII: Chartering and Reactivation Information
Greetings to Prospective New and Reactivated Chapters ............................................................................................ 44
The Value of the Student Organization ....................................................................................................................... 45
Twelve Easy Steps for Chartering or Reactivating a Chapter ..................................................................................... 46
Sample Membership Application ................................................................................................................................ 48
Suggested Local Chapter Bylaws ................................................................................................................................ 49
Chapter Installation Service......................................................................................................................................... 53




                                                                                                                                                                                3
                              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 2010-2011 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.

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. New events are available this year!

               2010 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;
                                                                                                       4
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 2010-2011 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 "2010-2011
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 2010-2011 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 2010-2011 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!


                                                                                                     5
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 46th 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.




                                                                                                 6
                                  Illinois Phi Beta Lambda
                                    2010-2011 Calendar of Events



• August 6-8, 2010, Illinois Coordinating Council of Career and Technical Student
Organizations, Springfield, Illinois, Northfield Inn

• August 9-11, 2010, Illinois FBLA-PBL Summer Leadership Workshop, Springfield,
Illinois, Hilton Garden Inn

• September 18, 2010, FBLA-PBL Cardinals/Padres Game, 6:15 p.m.

• October 15, 2010, State Board Meeting, McKendree University, Lebanon, Illinois

• October 16, 2010, Fall Seminar Series, McKendree University, Lebanon, Illinois

• National Fall Leadership Conferences: Des Moines, IA, November 5-6, 2010;
New Orleans, LA, November 12-13, 2010; Washington DC, November 19-20, 2010

• January 28, 2011, State Board Meeting, Eastern Illinois University, Charleston, Illinois

• January 29, 2011, Winter Seminar Series, Eastern Illinois University, Charleston,
Illinois

• April 8-9, 2011, Illinois Phi Beta Lambda State Leadership Conference, Keller
Convention Center, Effingham, Illinois

• April 9-10, 2011, Officer Training (both outgoing and incoming officers required to
attend), Keller Convention Center, Effingham, Illinois

• June 22-23, 2011, PBL Institute for Leaders, Orlando, Florida

• June 23-26, 2011, PBL National Leadership Conference, Orlando, Florida

      • June 24-27, 2012, PBL National Leadership Conference, San Antonio, Texas

                                                                                             7
                    The Illinois State Chapter of Phi Beta Lambda
                                        State Goals 2010 – 2011
Communication
Priority                                    Task                         Responsible Party     Deadline
   A       Updating Officer Directory                                          Edd
                    Find all chapters                                                            8/31
                    Get the Officer’s information                                                9/25
                    Redistribute the Directory back to the Officers                              9/30
   B       Communication with chapters                                      All officers
                    Create a chapter Buddy System                                               By FSS
                    Adopt a Chapters emails                                All Officers         Monthly
   C       Communication with other states                                     Jenni
                    Set dates for networking activities                                        By SLW
                    Advertise                                              All Officers
   D       Newsletter                                                          Edd
                     st
                    1 quarter                                                                    9/20
                     nd
                    2 quarter                                                                    11/15
                    3rd quarter                                                                  2/21
                     th
                    4 quarter                                                                    4/25
   E       Legislation
                    Contact Legislators                                                         Yearly
                    Establish FBLA-PBL Week State Legislation Day                               By FSS
                    Coordinate for events                                                      Semester
Membership
Priority                                      Task                         Responsible Party   Deadline
   A       Increase Membership                                                All Officers
                    By 20%                                                                     SLC 2011
                    Advertise benefits for members                                              By SLW
                    Create interpersonal relationships between members                          By FSS
                    Create chapter Start-Up Kit (PBL)                                          By SLW
   B       FBLA Interaction
                    Contact FBLA Advisers                                         Jenni         By NLC
                    Attend Area Conferences                                   All Officers      Yearly
                    Encourage PBL chapters to contact FBLA chapters           All Officers      Yearly
Community Service
Priority                                      Task                         Responsible Party    Deadline
   A       Increase MOD involvement                                           All Officers       Yearly
                    50% increase in chapter participation                                      SLC 2011
                    $50 dollar increase per chapter                                            SLC 2011
                                                                                               FSS,WSS,
                    Year-to-Date progress Total put on website                                   SLC
                    Pay $5 to dress casual during the banquet                                    SLC




                                                                                                   8
Conferences & Programs
Priority                                   Task                              Responsible Party    Deadline
   A       Increase Attendance at FSS (20%), WSS (30%), and SLC (30%)          All Officers
                   Invite FBLA and PD to FSS and WSS                           All Officers
                   Promote Workshops and Speakers                                 Jordan
                   Social Events for Seminars                                 Closest Officer
                   Communicate with Chapters!                                  All Officers
   B       Ambassador Program
                   Advertise Program on Website and Emails                     All Officers       9/1/2010
                   Update Application                                         Edd and Jordan      By NLC
                   Develop/Assign Officers and Duties to Ambassadors           All Officers      Continually
                           Collect door prizes
                           Require News Articles
                           Social Activities at FSS and WSS
                           Attend FBLA Area Conferences or Host meeting or
                           workshop
                   Encourage CMAP involvement
   C       Increase CMAP Involvement by 50%                                    All Officers      Continually
                   Each Officer Achieve one additional level                   All Officers
                   Discuss CMAP at FSS and WSS                                 All Officers




                                                                                                     9
                                 The Illinois State Chapter of

                                 PHI BETA LAMBDA

FBLA-PBL STATE CHAIR              PBL STATE ADVISER               DIRECTOR OF
Mrs. Darlene Shannon              Mrs. Tina Dierkes               DEVELOPMENT
2900 West Alveria Drive           Southwestern Illinois College   Ms. Nicki Wilhelm
Carbondale, IL 62901-5216         Home Address:                   411 Impala Drive
(618) 549-1998                    17900 Red Clover Lane           Mascoutah, IL 62258
shannon1@midwest.net              Carlyle, IL 62231               (618)604-4706
                                  (618)594-4982                   nwilhelm06@hotmail.com

                                  School Address:                 STATE OFFICER LIAISON
                                  2500 Carlyle Avenue             Mr. Kevin Hoffman
                                  Belleville, IL 62221            129 Evergreen Ave
                                  (618)222-5321                   Morton, IL 61550
                                  (618)235-4135 (FAX)             (309) 453-5897
                                  tina.dierkes@swic.edu           kevster78@yahoo.com



BUSINESS AND INDUSTRY             PRESIDENT                       VICE PRESIDENT
REPRESENTATIVE AND                University of Illinois          Illinois Central College
SLC AV SPECIALIST                 Jenni Salisbury                 Jordan Alexander
Mr. Daniel Siegfried              706 W Vermont Ave               1609 N.E Glen Oak
829 ½ Dammert Ave                 Urbana, IL 61801                Peoria, IL 61603
St. Louis, MO 63125               847-727-9537                    309.258.7618
(618)558-2848                     jenni.salisbury@gmail.com       footballsport@live.com
daniel.siegfried@sbcglobal.net




SECRETARY                         TREASURER                       PARLIAMENTARIAN
Lindenwood College                Eastern Illinois University     University of Illinois
Edd Cockrell                      Kyle Pruden                     Charles Martin Jr.
306 N. Jackson Street             1107 W. Pine St.                806 W Green St Apt 106
New Athens IL 62264               Salem, IL 62881                 Urbana, IL 61801
Cell:618-806-2344                 618.267.5567
Email:Edd.Cockrell@gmail.com      pruden4@hotmail.com             martinc0711@gmail.com




                                                                                             10
                              PHI BETA LAMBDA RESOURCES

                          NATIONAL DIRECTORY OF CEO AND OFFICERS

PRESIDENT AND CEO                    PRESIDENT                         SECRETARY
Dr. Jean Buckley                     Spencer Behrend                   Jose Betancourt
FBLA-PBL, Inc.                       pblpres@fbla.org                  pblsec@fbla.org
1912 Association Drive
Reston, VA 20191                     NORTH CENTRAL                     TREASURER
(703)860-3334                        VICE PRESIDENT                    Courtney Sutherland
(800)325-2946                        Jake Barreau                      pbltres@fbla.org
FAX: (703)758-0749                   pblncvp@fbla.org
jbuckley@fbla.org                                                      PARLIAMENTARIAN
                                                                       Chris Reznicek
                                                                       pblparl@fbla.org


                        OTHER OFFICERS, ADVISERS, AND SUPPORTERS

ICCCTSO COORDINATOR                       FBLA STATE ADVISER         FBLA STATE PRESIDENT
Ms. Kristi Katcher                        Ms. Sandra Bronson         Mr. Beau Manuel
Post Office Box 177                       2093 Solar Avenue          South Central High School
Divernon, IL 62530                        Decatur, IL 62526          800 West Washington
(217)628-3463                             (217)875-9546              Farina, IL 62838
kkatcher@siumed.edu                       (217)972-1590 (cell)       618-245-3363
                                          slbron@sbcglobal.net       Fax 618-245-6165
                                                                     Home: 442 Turtle Drive
                                          School:                    Edgewood, IL 62426
                                          Lincoln Community HS       618-245-3511
                                          1000 Primm Road            Cell 217-690-8368
                                          Lincoln, IL 62656          illini-man@hotmail.com
                                          (217)732-4131, x 305
                                          sbronson@roe38.k12.il.us


                                   PROFESSINAL DIVISION OFFICERS

PRESIDENT                                 VICE PRESIDENT             SECRETARY/TREASURER
Sara Franklin                             Tracy Lake                  Ryan Brakhane
358 Inland Drive, Apt. 3A                 P.O. Box 104               113 Joseph Drive
Wheeling, IL 60090                        Carterville, IL 62918      Fairview Heights, IL 62208
Cell: (847) 567-0549                      (414)791-7177              (618)622-0353
Staff Accountant                          tlake@siu.edu              tiger_8199@yahoo.com
Ryland Homes
1141 East Main Street, #108
East Dundee, IL 60018
Work Phone: 224-293-3142.
sara_m_franklin@yahoo.com

Active and inactive chapters will be listed in the directory.
                                                                                             11
                           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.




                                                                                                 12
                             PHI BETA LAMBDA PLEDGE
                                       I 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



                                                                                                 13
                  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.




                                                                                  14
                     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.

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.




                                                                                                    15
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)

The historical listing of past Illinois PBL state presidents include:

       Marvin Meier                    Centralia Junior College
       Bill Hallihan                   Illinois State University
       Joe Ross                        Centralia Junior College
       Ed Wizeman                      Southern Illinois University Edwardsville
       Richard Mason                   Southern Illinois University Carbondale
       Ted Downey                      Illinois Valley Community College
       George Rylek                    Northern Illinois University
       Jesse Dudley                    Kennedy King College
       Tom Hasselhorst                 Southern Illinois University Edwardsville
       Tom Davenport                   Eastern Illinois University
       Karla Anderson                  Illinois State University
       James D. Price                  Eastern Illinois University
       Frances Harris                  Malcolm X College
       Charles Belcher                 Loop College
       Roosevelt McGhee                Olive-Harvey College
       Lynda Kohne                     Southern Illinois University Carbondale
       John Blaszco                    Western Illinois University
       Laura Kolbe                     Eastern Illinois University
       Harvey Morris                   Illinois State University
       Jeff McGlade                    Eastern Illinois University
       Alicia Maynard                  Southern Illinois University Carbondale
       Patty Hendrickson               Eastern Illinois University
       Beth Luckey                     University of Illinois
       James Cole, Jr.                 University of Illinois
       Tina Sanders                    Eastern Illinois University
                                                                                                16
       Edgar Balanag                  College of Lake County
       Timothy Tilton                 Illinois State University
       Haeli Gehrs                    Eastern Illinois University
       Latricia Klein                 Illinois State University
       Mary Schroedl                  Wilbur Wright College
       Melissa Mustain                Lewis & Clark Community College
       Mark McClaren                  Eastern Illinois University
       Shirleen Sexton                Shawnee Community College
       Patricia DuSablon              Southeastern Illinois College
       Timothy Scott                  University of Illinois
       Curt Schossler                 Southern Illinois University Carbondale
       Lisa Quick                     Eastern Illinois University
       Leila Voges                    Eastern Illinois University
       Nathan Uchtmann                Southern Illinois University Carbondale
       Kylie Ernsting                 Southern Illinois University Edwardsville
       Dustin Unverfehrt              Southern Illinois University Carbondale
       Sheri Vahlkamp                 Illinois Virtual PBL
       Jenna Aldrich                  Olney Central College
       Virginia Pierpoint             Southwestern Illinois College
       Matthew Rennie                 Southwestern Illinois College
       Nicki Wilhelm                  McKendree University




             CURRENT STATE CHAPTER STRUCTURE AND OPERATIONS
                       ORGANIZATIONAL 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.
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.


                                                                                                    17
                                   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.

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.




                                                                                                    18
                        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.




                                                                                                   19
                                       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.

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.




                                                                                                                         20
                      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

                                                                                                             21
            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.




                                                                                                   22
                          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.
19.    Close the meeting in a timely manner.

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.




                                                                                                                 23
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.




                                                                                                                  24
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




                                                                                                           25
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 LAMBDA
STATE COLLEGE CHAPTER
(Sample) Treasurer's Report

December 18, 20XX

Balance on Hand, December 4, 20XX                                    $    781.25

Receipts:
       Proceeds from bake sale            $ 34.71
       Collections from Fund Raising Kits 3,495.50                       3,530.21

       Total Funds Available                                         $ 4,311.46

Expenditures:
      Payment for Fund Raising Kits                 $2,097.30
      Supplies for Christmas project                    14.40
      Postage                                            2.00            2,113.70

Balance on Hand, December 18, 20XX                                   $ 2,197.76




                                                                                                                   26
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.

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.




                                                                                                                      27
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.




                                                                                                                 28
                                    BYLAWS
                   ILLINOIS STATE CHAPTER of PHI BETA LAMBDA
                                  REVISED 2008

ARTICLE I – NAME
The name of this association shall be the Illinois State Chapter of Phi Beta Lambda, hereinafter
referred to as Illinois PBL.

ARTICLE II – PURPOSE
Section 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 – MEMBERSHIP
Section 1. PBL membership shall consist of post-secondary students who are members of
chartered chapters in Illinois. 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 FINANCE
Section 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.

Section 3. The state chapter dues will be determined by a majority vote of the delegates present at
the State Leadership Conference.

                                                                                                    29
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 Treasurer and submitted to the Executive
Council for approval.

Section 6. The Treasurer shall submit a quarterly financial statement and monthly membership
report to the presidents of the local chapters and Executive Council members.

Section 7. 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 8. 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 9. Other restrictions shall be explicit as cited in the National Articles of Incorporation.

Section 10. Annual Dues shall be $8.00.

ARTICLE V – ORGANIZATION
Section 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.



                                                                                                      30
ARTICLE VI – OFFICERS AND ELECTIONS
Section 1. The elected state officers of Illinois PBL shall be president, vice president, secretary,
and treasurer.

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:
       1.   have the endorsement of his/her local chapter;
       2.   be recommended by the chapter’s adviser(s);
       3.   file an official data sheet with the State Adviser and State President;
       4.   have at least one full year remaining in his/her educational program;
       5.   be approved by the Elections Committee.

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. Candidates for Secretary must have completed, or will complete, one year of
keyboarding instruction, demonstrate competency in a word processing package, and be
competent in transcribing official meeting records.

Section 9. Candidates for Treasurer must have completed or will complete, one year of
accounting and demonstrate competency in a spreadsheet program by the end of the current school
year.

Section 10. 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 11. Concerning the order of offices, the order of offices shall be: 1) President, 2) Vice
President, 3) Secretary, 4) Treasurer, and 5) Parliamentarian.

Section 12. 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 13. Should the Vice President, Secretary, or Treasurer terminate his/her academic
affiliation during his/her term of office or become incapable of performing his/her duties, the
Executive Council shall appoint another member to his/her office. Should the State President
terminate his/her academic affiliation or become incapable of performing his/her duties before the
end of his/her term, the Vice President shall assume these duties. The Executive Council shall

                                                                                                       31
then appoint someone to assume the responsibilities of the Vice President. In filling all vacancies,
a strong consideration should be given to the runner-up in elections.

Section 14. 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 15. 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 16. The person scoring highest on the parliamentary procedure written test shall be
appointed by the incoming State President to serve as State Parliamentarian. This individual shall
have at least one year remaining before graduation from a post-secondary institution.

Section 17. State officers elected or appointed before the Summer Seminar Series must pay their
dues to the National Office before October 20 of that year. Officers appointed after the Summer
Seminar Series must pay their dues within two weeks of their appointment.

ARTICLE VII – DUTIES OF PBL STATE OFFICERS AND CHAIRMAN
Section 1. The officers of this organization with prescribed duties shall be, in order of importance:
president, vice president, secretary, treasurer, and parliamentarian.

Section 2. The President shall:
           1. serve as chairman of the State Executive Council;
           2. preside over the Executive Council meetings, business meetings, and conferences of
               PBL;
           3. appoint appropriate committees and committee chairmen subject to the approval of
               the Executive Council;
           4. appoint a State Parliamentarian to serve in an advisory capacity at all official
               sessions of PBL;
           5. perform other duties for the promotion and development of local, state, and national
               PBL;
           6. serve as an ex-officio, non-voting member of all committees; and
           7. serve as a member of the Board of Directors.

Section 3. The Vice President shall:
           1. assist in the promotion and development of PBL;
           2. assist local chapters in promoting membership;
           3. organize and carry out campaigns to promote new chapter development;
           4. keep records of past and present state and local membership; and
           5. assist with other duties as assigned by the president with the approval of the
               Executive Council.
           6. serve as Ambassador program coordinator.



                                                                                                   32
Section 4. The Secretary shall:
           1. keep accurate records of all sessions of the Illinois PBL State Leadership
               Conference and the meetings of the State Executive Council;
           2. supply at least one copy of the minutes and substantiating reports to all chapters and
               Executive Council members;
           3. organize and distribute the PBL state newsletter;
           4. handle all correspondence directed to the secretary, and
           5. perform such other duties as directed by the president.

Section 5. The Treasurer shall:
           1. assist the State Chapter with the keeping of accurate records and receipts, deposits,
               and disbursements;
           2. present printed reports of such matter to PBL members quarterly;
           3. prepare, prior to October of each year, a budget to be approved by the Executive
               Council;
           4. serve a term concurrent with the national FBLA-PBL, Inc., fiscal year; and
           5. perform such other duties as directed by the president and Executive Council.

Section 6. The parliamentarian shall advise the president on the orderly conduct of business at the
State Leadership Conference and at Executive Council meetings in accordance with the PBL
Bylaws and Robert’s Rules of Order, Newly Revised.

Section 7. 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 8. 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 CONFERENCE
Section 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.

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.

                                                                                                     33
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 place winner in an individual event cannot attend the National Leadership
Conference, the second place winner will substitute. If the second place winner cannot attend, the
third place winner will be allowed to attend. The president shall 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 DIRECTORS
Section 1. The State Executive Council of Illinois PBL shall be composed of the president, vice
president, secretary, treasurer, parliamentarian, PBL State Adviser, two advisers serving as
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 advisers serving as 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.

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.
                                                                                                   34
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 – COMMITTEES
Section 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 shall consist of the PBL State Adviser and the five Illinois
PBL State Officers. 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 COLORS
Section 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.

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 AUTHORITY
The 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 – AMENDMENTS
Section 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 recommendations

                                                                                                    35
from 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 2008




                                                                                                 36
                                       The Illinois State Chapter of


                               PHI 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 Board
Illinois Phi Beta Lambda




                                                                                                             37
                                  ILLINOIS PHI BETA LAMBDA

                                             NEEDS YOU

                                      AS A CANDIDATE FOR

          ONE OF THE FOLLOWING ELECTED STATE OFFICER POSITIONS

                                               President

                                            Vice President

                                               Secretary

                                               Treasurer




               QUALIFICATIONS FOR ELECTED STATE OFFICES
(Illinois PBL State Bylaws, Article VI)

Section 1. The elected state officers of Illinois PBL shall be president, vice president, secretary,
and treasurer.

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:
       a.    have the endorsement of his/her local chapter;
       b.    be recommended by the chapter’s adviser(s);
       c.    file an official data sheet with the State Adviser and State President;
       d.    have at least one full year remaining in his/her educational program;
       e.    be approved by the Elections Committee.

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.




                                                                                                       38
Section 8. Candidates for Secretary must have completed, or will complete, one year of
keyboarding instruction, demonstrate competency in a word processing package, and be
competent in transcribing official meeting records.

Section 9. Candidates for Treasurer must have completed or will complete, one year of
accounting and demonstrate competency in a spreadsheet program by the end of the current school
year.

Section 10. 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.

Section 11. Should the Vice President, Secretary, or Treasurer terminate his/her academic
affiliation during his/her term of office or become incapable of performing his/her duties, the
Executive Council shall appoint another member to his/her office. Should the State President
terminate his/her academic affiliation or become incapable of performing his/her duties before the
end of his/her term, the Vice President shall assume these duties. The Executive Council shall
then appoint someone to assume the responsibilities of the Vice President. 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 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. The person scoring highest on the parliamentary procedure written test shall be
appointed by the incoming State President to serve as State Parliamentarian. This individual shall
have at least one year remaining before graduation from a post-secondary institution.

Section 15. State officers elected or appointed before the Summer Seminar Series must pay their
dues to the National Office before October 20 of that year. Officers appointed after the Summer
Seminar Series must pay their dues within two weeks of their appointment.




                                                                                                   39
                      DUTIES OF ELECTED STATE OFFICERS
(Illinois PBL State Bylaws, Article VII)

Section 1. The officers of this organization with prescribed duties shall be, in order of importance:
president, vice president, secretary, treasurer, and parliamentarian.

Section 2. The President shall:
           1. serve as chairman of the State Executive Council;
           2. preside over the Executive Council meetings, business meetings, and conferences of
                   PBL;
           3. appoint appropriate committees and committee chairmen subject to the approval of
                   the Executive Council;
           4. appoint a State Parliamentarian to serve in an advisory capacity at all official
                   sessions of PBL;
           5. perform other duties for the promotion and development of local, state, and national
                   PBL;
           6. serve as an ex-officio, non-voting member of all committees; and
           7. serve as a member of the Board of Directors.

Section 3. The Vice President shall:
           1. assist in the promotion and development of PBL;
           2. assist local chapters in promoting membership;
           3. organize and carry out campaigns to promote new chapter development;
           4. keep records of past and present state and local membership; and
           5. assist with other duties as assigned by the president with the approval of the
               Executive Council.

Section 4. The Secretary shall:
           1. keep accurate records of all sessions of the Illinois PBL State Leadership Conference
               and the meetings of the State Executive Council;
           2. supply at least one copy of the minutes and substantiating reports to all chapters and
               Executive Council members;
           3. organize and distribute the PBL state newsletter;
           4. handle all correspondence directed to the secretary, and
           5. perform such other duties as directed by the president.

Section 5. The Treasurer shall:
           1. assist the State Chapter with the keeping of accurate records and receipts, deposits,
               and disbursements;
           2. present printed reports of such matter to PBL members quarterly;
           3. prepare, prior to October of each year, a budget to be approved by the Executive
               Council;
           4.serve a term concurrent with the national FBLA-PBL, Inc., fiscal year; and
           5.perform such other duties as directed by the president and Executive Council.

Section 6. The parliamentarian shall advise the president on the orderly conduct of business at the
State Leadership Conference and at Executive Council meetings in accordance with the PBL
Bylaws and Robert’s Rules of Order, Newly Revised.

                                                                                                      40
                    PROCEDURES FOR FILING STATE OFFICER
                         CANDIDATE NOMINATIONS
A local chapter may nominate two candidates for state office. Candidates must be approved by
their local chapters and adviser(s), and, as well, must meet qualifications as outlined in the
previous section. Nominations for state offices will not be accepted from the floor at the State
Leadership Conference. If there are no candidates for an office, the State Executive Council will
accept qualifications for that position for the coming year.

Outlined below are the procedures for filing the application for a state office. In addition to
observing these guidelines, please be sure to read carefully the information pertaining to state
officers in the State Bylaws section of the STATE HANDBOOK. Attention should also be given
to the candidate's function, which will be included in the tentative and official Conference
programs.

1.     The "CERTIFICATE OF NOMINATION FOR STATE OFFICE FORM" must be completed and mailed to
       the State Adviser's office with a postmark of no later than the SLC deadline. Upon receipt of this form in the
       State Adviser's office, an acknowledgment form will be sent to the candidate's local chapter adviser
       indicating official receipt. A copy (which may be duplicated) of this form is included at the end of this
       section.

       The following items must accompany the "Certificate of Nomination for State Office":

       A.       A written statement prepared by the candidate setting forth his/her qualifications for the office and
                his/her plans for the next school year.

       B.       A letter of recommendation from the candidate's local chapter adviser.

       C.       A signed copy of the Illinois PBL Code of Conduct (copy at the end of this section).

            ELECTION RULES, REGULATIONS, AND PROCEDURES
Once you have decided to be a candidate for a state office of Illinois Phi Beta Lambda, PLEASE
know that the current State Executive Council is delighted. The process of campaigning for
election is quite an experience; your year as a state officer will be quite rewarding.

As a candidate for state office, you should be familiar with a number of items prior to the
Conference in order to have a successful campaign and election. Please take special note of your
responsibilities as a candidate as well as of the rules, regulations, and procedures for the election.

RULES AND REGULATIONS:

1.     There shall be no formal campaigning outside of the candidate's local chapter before passing the screening
       procedure at the State Leadership Conference. Official campaigning begins immediately following the
       screening interviews, which are held on the first day of the Conference. No campaigning, either verbal or by
       mail or in any written form, may begin until after the Elections Screening Committee meeting.

2.     During the candidate screening on Friday evening, each candidate for state office will be interviewed by the
       Elections Committee. The candidate should be accompanied to this meeting by his/her campaign manager
       and chapter adviser.

3.     Each candidate must bring to the screening interview samples of all campaign materials which will be used
       including brochures as well as give-away items. Most candidates for state offices use some form of printed
       literature about themselves and, as well, provide some type of give-away items for Conference delegates such
       as candy, pencils, etc., for promotional purposes.
                                                                                                                 41
4.     Each candidate will be assigned a campaign booth area. All campaign literature and campaign items must be
       confined to the campaign booth; literature may be placed in chairs in the rooms for only the Opening General
       Session. Any literature or items which remain in meeting rooms at the end of the session must be removed
       immediately following that session. The campaign booth must be dismantled by the end of the Opening
       General Session on Friday evening (earlier if possible). No literature, posters, etc., may be affixed to the
       walls behind the campaign booth.

PROCEDURES:

1.     Candidates for President, Vice President, Secretary, and Treasurer will present their nomination/campaign
       speeches during the Opening General Session on Friday evening. Candidates will have four minutes total
       time to share between the candidate and campaign manager.

2.     Elections for President, Vice President, Secretary, and Treasurer will be conducted before the Second
       General Session. Voting will be done by secret ballot of the verified voting delegates.

                                    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
                                                                                                                    42
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 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 LAMBDA
                            TRAVEL & EXPENSE POLICIES
___________________________________________________________________________
These policies provide guidelines for the reimbursement of travel and expenses for Executive
Council members.

Reimbursements:
State President:
         SEC Meetings ---hotel
         NFLC --- registration
         NLC --- registration, mileage, and 1/2 hotel for Outgoing President
         Institute for Leaders --- registration, mileage, and 1/2 hotel for Incoming President
                                   (State Adviser-same)
Other State Officers:
         SEC Meetings ---hotel
         NFLC --- registration
         NLC --- registration

All Officers
          Postage, telephone, & professional meeting reimbursements
          (as determined by the State Adviser and the State Treasurer)
                                                                                                   43
                                    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 Bylaws
              State Dues Reporting Form
              Check 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.




                                                                                                     44
                               TO THE ADVISER
                   THE 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.

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: tina.dierkes@swic.edu.



                                                                                                             45
                                   Twelve Easy Steps for
                           Chartering 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.

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 bylaws
              2. Elect officers
              3. Pay state and national dues as approved with the bylaws
              4. Pay charter or reactivation fee (may have been included with step 8)




                                                                                                                  46
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.




                                                                                                                47
                                       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 SCHEDULE
COURSE 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




                                                                                     48
                         SUGGESTED PHI BETA LAMBDA

                             LOCAL 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.




                                            Bylaws

                         of the _____(your school name)_____

                              Chapter of Phi Beta Lambda

Article I. Name
The name of this organization shall be the _____(your school name)_____ Chapter of Phi Beta
Lambda.

Article II. Purpose
Section 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 leadership
       Strengthen the confidence of students in themselves and their work
       Create more interest in and understanding of American enterprise
       Encourage members in the development of individual projects which contribute to the
        improvement of home, business, and community
       Develop character, prepare for useful citizenship, and foster patriotism
       Encourage and practice efficient money management
       Encourage scholarship and promote school loyalty
       Assist students in the establishment of occupational goals
       Facilitate the transition from school to work.

Article III. Membership
Section 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.

                                                                                               49
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 Finance
Section 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 Elections
Section 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.



                                                                                                    50
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 Officers
Section 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. Meetings
Section 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
may arise. Other meetings may be held as deemed necessary by the President with the approval of
the Executive Committee.

                                                                                                      51
Section 2. Quorum. ______ members of the Chapter shall constitute a quorum.

Article VIII. Committees
Section 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 Colors
Section 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 Authority
The 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 Bylaws
Amendments 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.




                                                                                                  52
                      PHI BETA LAMBDA
               CHAPTER 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

"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

                                                                                                      53
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

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.

                                                                                                      54
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)

"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.




                                                                                                   55
                                  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

__________________________________, President

"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.

                                                                                                  56
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:

         Parliamentarian -- gray                                 Secretary -- yellow

         Historian -- green                                      Vice president -- orange

         Reporter -- violet                                      President -- red

         Treasurer -- blue
 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.

                                                                                                      57
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.

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)
                                                                                                    58
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)

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
                                                                                                    59
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

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.
                                                                                                  60
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)

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)
                                                                                                    61
"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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