PBL Advisers' Hotline (Fall 2014) by FBLA-PBL, Inc.

Vol. 41 No. 1 Fall 2014

this issue: Conferences Membership Adviser Resources Fundraising Sponsors & Par tners Board Meeting Synopsis

National Fall Leadership Conferences This year, all divisions of FBLA-PBL will have the opportunity to Step Up to the Challenge at a National Fall Leadership Conference NFLC! (NFLC). NFLCs are a great way to get your members motivated for Exclusively at the New Orleans, LA the membership year ahead. s The Phi Beta Lambda national officer team present

PBL Pathways Program!

the PBL Pathways Program designed to provide a personalized experience for PBL members. This program will help PBL members gain a competitive edge before entering the workforce.

Attendees can take advantage of professional development and career planning workshops, listen to inspirational keynote speakers, and visit the exhibits for information about universities and colleges, new technologies, and fundraising opportunities.

Attending an NFLC will give you and your members the chance to network with members, local advisers, state advisers, state chairs, national staff, and national officers. Plus, it’s a convenient and affordable way to experience much of the education and excitement of a National Leadership Conference (NLC), only closer to home. The 2014 National Fall Leadership Conferences will be held at Washington, D.C. from November 7-8; Minneapolis, MN from November 14-15; and New Orleans, LA from November 21-22. These cities are full of history and excitement, so make sure you plan a little time to go exploring as well. • Things To Do in Washington, D.C. • Things To Do in Minneapolis, MN • Things To Do in New Orleans, LA Register now! Click here to preview the NFLC Promo Video

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NATIONAL FBLA-PBL BOARD OF DIRECTORS Ted L. Harshbarger, Chair

NOVEMBER Chris Pendleton

Nebraska PBL State Adviser Peru State College tharshbarger@peru.edu Mountain Plains Region

FBLA Adviser Hidden Valley High School chris.pendleton@threerivers.k12.or.us Western Region

Karen Heslep, Chair-elect

Lisa Weeks

PBL Adviser Arkansas State University Mountain Home kheslep@asumh.edu Southern Region

State Chair/State Adviser Alabama State Department of Education lweeks@alsde.edu Southern Region

Zulema Garcia

Kelly Wilkerson

KPMG LLP zgarcia@kpmg.com Business/Industry Representative

Lisa Hofstetter

FBLA Adviser Linn County Area Career and Technical Center lhofstetter@brookfield.k12.mo.us North Central Region

Lee C. Marcoux

FBLA Adviser Warren Township High School kwilkerson@wths.net North Central Region

Sam Kessler

FBLA National President fblapres@fbla.org Pennsylvania

Beau Cobb

Shea Padilla

David Jones

Deb Parman

PBL Adviser Colorado Mesa University dparman@coloradomesa.edu Mountain Plains Region

PBL National President pblpres@fbla.org Rhode Island Professional Division National President pdpres@fbla.org Maryland

Monty C. Rhodes, Past Chair Georgia FBLA Executive Director monty@georgiafbla.org Southern Region

Jean M. Buckley

NATIONAL STAFF ADMINISTRATION Jean M. Buckley President and CEO ceo@fbla.org

MEMBERSHIP Troy D. White Director, Marketing & Membership marketing@fbla.org

Elena R. Daly Executive Assistant eassistant@fbla.org

Lisa Smothers Membership Director membershipdir@fbla.org

Becky Grant, CMP Programs Coordinator programscoordinator@fbla.org

Tom Payne, CPA Director, PBL College/University Relations phibetalambda@fbla.org

Mary Ait Staff Accountant finance@fbla.org

Ashley Witherspoon Customer Service/Database Associate custserv@fbla.org

OPEN Customer Service/Reception Associate general@fbla.org

EDUCATION Carla Boulton Education Director education@fbla.org

CONFERENCE Richard Bowen Conference Director conferencedir@fbla.org Robert Smothers Conference Manager conferencemgr@fbla.org

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Prematurity Awareness Month

7–8

NFLC—Washington, D.C.

Webinar: BAA and CMAP

14–15

NFLC—Minneapolis, MN

American Enterprise Day

MoD World Prematurity Day

19–22

ACTE Convention—Nashville, TN

21–22

NFLC—New Orleans, LA

DECEMBER 3

Webinar: Connecting with the Professional Division

PBL Business Leader—winter issue copy deadline

Google Hangout: PBL National President Address to the Nation

PBL Advisers’ Hotline—winter issue copy deadline

Dues deadline to receive winter publications

Ex-Officio Members

FBLA-PBL, Inc. President and CEO ceo@fbla.org

Jim Spence Customer Service/Mail Associate custsvc@fbla.org

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FBLA-PBL Division Presidents

FBLA State Director Connecticut State Department of Education lee.marcoux@ct.gov Eastern Region FBLA-PBL State Chair Arizona Department of Education shea.padilla@azed.gov Western Region

DATES & DEADLINES

Stephen Lock Education Associate education2@fbla.org COMMUNICATIONS Laura Morgan Communications Manager communications@fbla.org

JANUARY 1

Action Awareness begins

Spring Stock Market Game begins

Webinar: Second Semester Recruitment and Retention

March of Dimes Grant: Application postmark deadline

PBL Advisers’ Hotline is published three times a year in the fall, winter, and spring by Future Business Leaders of AmericaPhi Beta Lambda. Editorial and advertising sales offices at: FBLA-PBL, Inc. • 1912 Association Drive, Reston, VA 201911591 Phone: 703.860.3334 Materials may be reprinted with prior permission of the editor. Editorial submissions are encouraged and should be addressed to the editor. All FBLA-PBL, Inc. publications use the Chicago Manual of Style. Publisher: Jean M. Buckley Editor: Laura Morgan

MEMBERSHIP Step Up to the Recruitment Challenge Looking for ways to grow your local chapter? Share this information with you chapter officers and watch your membership grow! The key to recruitment is value ... or “Show Me the Money.” You’ll never recruit quality PBL members by just saying to your friends, “Join PBL, it’s fun! I’m in it, we’re going to have pizza at our next meeting.” You will recruit a quality chapter by offering potential members value; something they can take away from the experience. The trick is not just to find new members, but how to keep them. Your PBL chapter needs to evaluate its development and create a unique plan for its membership. There are many organizations on every campus, each vying for the same student body to become its members. What will make PBL stand out from the others? To be successful, an organization needs to have a clear purpose followed by a well-planned recruitment and retention plan. Know and understand PBL. Have a meeting with your officers to discuss the mission and goals and to make sure that the current activities and programs support the purpose. Set recruitment goals. Include the number of new members, characteristics of members who will help the group succeed and how you will recruit them. Some questions you might ask are: What type of time commitment should be expected? What talents are missing that the organization currently needs? Are there students from specific majors who will benefit from or add to the organization? Know what attracts new members. In today’s fast-paced society, organizations need to update their approach. Posters and flyers alone won’t get it done. New members are easier to attract if your officers are organized and create a welcoming environment for prospective members. Make sure there are opportunities for them to learn and to quickly get involved. Interject ideas and brainstorm during chapter meetings. Get everyone involved! Pointedly ask members, “Well, what do you think we should do?” Members, especially new ones, are often shy about that sort of thing. Make them feel at ease, brainstorm with them, and consider anything you hear. This will definitely build their feeling of ownership in the chapter, and they’ll feel respected. It takes six times more energy and expense to recruit a new member than it does to retain one. This expense can be the financial cost of publicizing recruiting efforts or it can be the total member time needed to recruit new members instead of working on projects. Most people will remain motivated if they can take ownership for projects. Retention strategies include: • Have contact within one week of initial interest/sign up. • Hold a special welcoming event. Plan a social event with food, a special introduction or establish a ritual or tradition for new members. • Make the first meeting fun so they will want to come back! Recognize that some won’t come back because they will find other ways to become involved. • Orient your new members. Encourage returning and new members to form bonds by using icebreakers and teambuilding activities. • Remember the new members’ names. • Get email addresses and phone numbers that are accurate and that the students use. Do not rely on a directory. • Follow through with emails, post goals, and summarize meeting outcomes. • Provide reminders of responsibilities. Answer the question, “What’s next?” • Show appreciation for your members publicly and personally. • Have fun together! Know when it is time to work and time to play. No one wants to feel that involvement in an organization is a burden.

Stock Market Game (SMG) Winners

Please help us congratulate the following 2014 spring session winner of the SMG: 1st Place Kanawha Valley Community & Technical College (Adviser: Megan Lorenz) The 2014 fall game dates are September 2–December 12. This year, advisers can compete too. Advisers should register as a separate class and name it “Adviser.” The cost for both students and advisers is $10.95 for an individual or a team of up to 5 members. All registrations must be completed by the adviser through the Advisers Area of our website at fbla-pbl.org. FALL 2014 | 3

ADVISER RESOURCES As a PBL adviser, you have access to materials, events, and activities to supplement and integrate into your coursework. Check out these resources:

MEMBERSHIP VIDEO Introduce students to all of PBL’s opportunities by showing them the following membership video. (Click image to view.)

ADVISER E-BLAST Sent by email the 20th of every month to communicate important reminders about upcoming events and deadlines.

COMPETITIVE EVENT REFERENCE GUIDE Found at fbla-pbl.org under PBL > Competitive Events, this guide helps advisers and members learn more about the available PBL competitive events and provides sample materials.

ADVISERS’ HOTLINE Published three times a year, this digital publication includes the latest news, updates, and tips within the PBL adviser community.

CHAPTER MANAGEMENT HANDBOOK From programs, to fundraising, to competitive events, the Chapter Management Handbook is your comprehensive guide to each aspect of chapter management.

FBLA-PBL SOCIAL MEDIA Like us on Facebook, or follow us on Twitter, Pinterest, or YouTube for additional news and updates.

FBLA-PBL WEBSITE Fbla-pbl.org is the most readily available resource for all things PBL, including an exclusive section for advisers.

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GOOGLE+ HANGOUTS & WEBINARS Participate in our scheduled, live Google+ Hangouts, or view recordings of past webinars.

PRESS PLAY. STEP UP TO THE CHALLENGE. Want to stay up on the latest news, learn about new programs, sharpen your competitive edge, and even meet your national officers?

Visit the National Center YouTube page, to watch webinar and Google+ Hangouts recordings. Press play to Step Up to the Challenge!

FUNDRAISING FBLA-PBL partners with a number of national sponsors to provide fun and hassle-free fundraising options. Choose from one of the following, then visit go.fbla.org/PBLfundraising. Association Motor Club Marketing (AMCM) AMCM provides your PBL chapter the opportunity to build a recurring revenue business. Your students will build their own business plan, incentives, and sales campaigns. The technology at AMCM is cutting edge and gives your students the experience of building a business using technology. Email fbla@amcm-online.com, call 605-254-8876, or visit amcmfbla.com.

Pride Distributors Produces “Your Town-Opoly,” a fundraising board game made in the USA. Chapters can raise $10,000–50,000 and have fun doing it, while receiving100% profit. Your chapter sells advertising to local merchants, the merchants become properties on the game. Absolutely no risk and no obligation! Call Harriet at 800.451.5442, email pride@prodigy.net, or visit townopoly.net.

Country Meats A healthy fundraiser that features fresh smoked snack sticks that everyone loves! 45% profit! Sells for $1.00! For FREE SAMPLES call 800.277.8989 or visit countrymeats.com/samplepack.

Schermer Pecans Offers a delicious and healthy fundraising product. Call 800.841.3403, email schermerpecans@yahoo.com or visit pecantreats.com.

Krispy Kreme Fundraising Doughnuts, BOGO cards, certificates, and coffee—Krispy Kreme Fundraising is profitable, simple and fast! Whether your chapter is large or small and whether your Krispy Kreme retail shop is near or far—it works! Plus, you can repeat this fundraiser several times during the school year! Visit krispykreme.com/fundraising, call 800.4KRISPY or email fundraising@krispykreme.com.

School Spirit Coffee School Spirit Coffee provides a unique fundraiser that is personalized to each chapter or school. From the size and color of the coffee packaging, to the design of the label, the finished product is created to boost school spirit and ultimately boost your profit potential. Chapters receive a 50% profit from their sales. Call 1.800.570.1443, email Debbie@ schoolspiritcoffee.com, or visit schoolspiritcoffee.com for information on scheduling a fundraiser.

Ozark Delight

Ozark Delight Lollipops are only available for fundraising. They do not sell to stores or other retail markets. Call 800.334.8991 or visit ozarkdelight.com. Popcorn Palace

PROMOTE YOUR FUNDRAISER

Tom-Wat Fundraising Offers a wide variety of easy and profitable programs, including gift catalogs, lollipops, chocolate bars, cookie dough, jewelry, magazines, flower bulbs, and much more. Call 800.243.9250, email sales@tomwat.com, or visit tomwat.com.

Earn 50% profit selling gourmet popcorn! To get your free information kit, call 800.873.2686 or visit popcornpalace.com/Home/Fundraising. HOLD

TRACK PARTICIPANTS

FUNDRAISER

TURN

TIE UP

EVALUATE

LOOSE

THE

FUNDS

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EVENT

Start spreading the news! Submit your chapter’s activities and success stories to keep the FBLA-PBL National Center up to date with what your chapter is doing. Remember, photos are always a great addition to any story. Story ideas include: • Community service projects (with numbers and milestones reached) • Chapter news (number of new members, new recruitment activities, etc.) • Individual member stories (honors and awards your members have received) Submit today at bit.ly/fbla-pbl_news. This is the official way to communicate your successes to the national center! FALL 2014 | 5

SPONSORS & PARTNERS National Technical Honor Society For 30 years, the mission of the National Technical Honor Society has been to honor top students in career and technical education. NTHS and FBLA-PBL are natural partners because of our united goal to promote CTE students. Innovative leadership combined with educational excellence cultivates future leaders and strengthens communities. Scholarships totaling $200,000 are being awarded to NTHS members in 2015, a powerful incentive for FBLA‑PBL students to become a NTHS member. With over 3,400 chapters nationwide, NTHS brings business and education together by opening career opportunities in 108 career and technical fields. As FBLA-PBL prepares students for careers in business, why not start a NTHS chapter in your school? Join us in celebrating your student’s achievements. Get started today by visiting us at nths.org, or call 800.801.7090.

As the 2014-2015 school year approaches, Association Motor Club Marketing (AMCM) is kicking off a new innovative fundraising opportunity designed specifically for FBLA‑PBL. AMCM has created the premier fundraising program that is fun for students and reduces the workload of advisers. Our unique approach to fundraising utilizes technology and does not require inventory, product delivery, or cash exchange. The AMCM fundraising program is rewarding and the only fundraiser that will create long term recurring revenue for your chapter. We understand your fundraising challenges and we are here to help! Together, we can make your fundraising opportunity fun, stress-free, and worthwhile. Good luck on the 2014-2015 school year! For information, visit our website at amcm-online.com/FBLA or contact us at fbla@amcm-online.com or 605.254.8876.

Popcorn Palace Earn 50% in profits by selling a fun, unique product! Our gourmet popcorn fundraising program offers 13 handcrafted flavors in various price ranges. There are no up-front costs or an order minimum. Best of all you keep your profits upfront and your order will come pre-sorted. To get your free information kit, call us at 800.873.2686 or visit popcornpalace.com/Home/Fundraising. Krispy Kreme Fundraising Krispy Kreme knows that our simple Fundraising program is making a difference for chapters and students. Here’s a recent example: “The fundraiser for Krispy Kreme was one of the easiest and most profitable fundraisers we had to help get us to Nationals. It was so easy to work with the store as well and we made 50% profit. We do not have a doughnut shop in town, much less a Krispy Kreme to have hot fresh doughnuts. I highly recommend this fundraiser due to the high percentage of profit you can make, plus it is a quick and easy turn around to get the money you need for your organization.” - Jennifer McClendon, Adviser

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SPONSORS & PARTNERS

Visit the MarketPlace for your official FBLA‑PBL merchandise. From key chains ... to bow ties ... to phone cases ... we have it all! www.fblamarketplace.com

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BOARD MEETING SYNOPSIS—June 28, 2014 The Future Business Leaders of AmericaPhi Beta Lambda, Inc. (FBLA-PBL) National Board of Directors met on June 28, 2014. Attending were Monty Rhodes—Chair, Southern Region, Ted L. Harshbarger, Chair‑elect—Mt. Plains Region, Zulema Garcia—Business & Industry, Karen Heslep—Southern Region, Lisa Hofstetter—North Central Region, Donnie Iorio—PBL National President, David Jones—PD National President, Shea Padilla—Western Region, Chris Pendleton—Western Region, Cole Simmons—FBLA National President, Kelly Wilkerson—North Central Region, Tammy Skinner, Past Chair—Southern Region, and Jean Buckley, President and CEO. Future Business Leaders of America National President Cole Simmons reported on the officer team’s activities related to our four organizational goals. Customer Service—The Chapter Challenge participation was: Super Sweeps, 102; Action Awareness, 34; and 25 chapters in all three parts (Super Sweeps, Non-stop November, Action Awareness). There were 301 submissions in the Community Service Awards, and 39 individuals reached 500+ hours. The Business Achievement Awards (BAA) had 7,000 submissions. The year ended with a 1.2 percent membership increase with eight national officer home states having an increase. Image & Awareness—The National Officer Hotline was established, and there were increases in Facebook and Twitter followers. Relationships—Over $450,000 was raised for the March of Dimes this past year. Officers contacted over 100 businesses with inquiries for sponsorship. Resources—The National Treasurer’s Council created a financial literacy presentation. Phi Beta Lambda National President Donnie Iorio reported on his team’s efforts this year. Customer Service—The officer team contacted all schools twice and sent letters to two-year inactive chapters. The team launched the first state officer track at the NFLC. Year-end membership was down slightly. Image & Awareness—During FBLA‑PBL Week, the team sent letters to state governments. Boardroom FBLAopoly was launched with seven PBL and nine FBLA states competing. Seven states completed the Power of One membership growth program. Relationships—Purple in Action packets were created on the initiatives and goals of March of Dimes and implementation ideas for chapters. Resources—South Carolina had a forty-five percent growth in membership, and Hawaii now has a PBL chapter.

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Professional Division (PD) National President David Jones and his team also focused on our four organizational goals. Customer Service—This year showed the largest PD membership ever—3,444. The revised PD membership form made it easier to join and renew and now lets members update online. The Professional Edge redesign adds a member spotlight and is published quarterly. The PD national officer election held its first online voting. A networking session for PBL seniors was held to review and assist them with their resumes. Image & Awareness—A PD video is posted on the national website and was viewed at the NFLCs. Relationships—The PD officers held workshops at the NFLCs. Five open events were offered at the NLC with seventy-nine tests taken by PD members. A former national officer reunion was held at the Nashville NLC. Resources—An Annual Giving campaign letter was sent to PD members. Three committees are active with a focus on setting up PD state chapters. A committee will review adding a PD component to the BAA and CMAP programs. President and CEO Jean Buckley presented the Management Report on behalf of the national team, highlighting our four strategic goals. Customer Service—We focused on six board priorities: developing and piloting new adviser training at NFLCs, creating and posting new adviser materials and resources on the website, researching and contracting with Missouri Center for Career Education for an FBLA Curriculum Alignment, increasing and improving our data processes and collection, hosting a PBL Tiger Team meeting, and creating new national officer opportunities to enhance their experience. Also, we held new state adviser training, launched the middle level High Five achievement program, and hosted eight webinars. Our three NFLCs—Cleveland, Grapevine, and Salt Lake City—had 4,620 attendees, 52 exhibitors, 15 business tours, and $4,554 raised for March for Babies. Anaheim NLC had 10,328 total attendees with 7,924 competitors, 562 judges, 117 workshops, and 40 exhibitors. New at Nashville NLC were receptions for former national officers and PBL Power of One and FBLA Seven Up recipients, and a $100 cash award given to each FBLA and PBL Who’s Who recipient. Image & Awareness—National outreach continued through legislator and U.S. Department of Education meetings. Nine out of the ten ACTE Outstanding Student Awards went to FBLA-PBL members. Website visits increased and social media presence have grown at all levels.

Relationships—We have 113 unique program partners with 181 connections and 16 new partners in education, affinity programs, fundraisers, and scholarships. Resources—The year-ending 2013−14 had the highest revenue ever for FBLA-PBL. Anaheim competitive event sponsorship was up 8.76 percent. Already for 2014–15, we have $32,380 in major gift contributions, and our competitive event sponsorship for Nashville is at an all-time high of $245,998, the fourth year that PBL and FBLA competitive event sponsorships are over $200,000 and 100 percent funded. Committee Reports Programs and Services Committee Chair Lisa Hofstetter reported on our Missouri Center for Career Education project, aligning FBLA competitive events with the common core. Eighty percent completed, it will be a resource for state and local advisers. Lisa noted the committee discussed ways to develop integrated lesson plans for classroom teachers, i.e., to ask teachers to submit their lesson plans and recognize/reward their efforts; and a board-awarded Best of States Recognition at the State Leadership Summit was not recommended. Membership, Marketing, and Public Relations Committee Chair Zulema Garcia reported that the committee reviewed the new website design with mobile built-in capabilities, designed by a former FBLA member. At the January meeting, the committee discussed developing new online modules on national topics; and a fundraising story board on the first vignette is being developed to be available on our website for advisers and states. Zulema reported on ideas for the January 2015 State Leadership Summit (SLS)—including more time for knowledge sharing, networking, and learning how to get involved at the national level. In Other Business, Chair-elect Ted Harshbarger reported that the PBL Tiger Team worked with an outside facilitator from Quantum Governance. The team identified four strategies for further board discussion and development. The board reviewed and approved the new state chair that had been in nomination by her state for the coming year: Isabelita Santana—FBLA State Chair Puerto Rico. Jean reported that the Dulles Rail Project Wiehle-Reston Metro will begin service this July, bringing major development potential for the Center of Education Associations. FBLA-PBL has retained counsel in an advisory capacity.