PBL Annual Business Report 2008-09

TABLE OF CONTENTS

Chapter Profile ----------------------------------------------------------- 3

Letter to Chapter Membership ----------------------------------------- 4

Chapter Information ------------------------------------------------------ 5

Productivity --------------------------------------------------------------- 7

Recruitment of Members and Chapters ------------------------------ 8

Leadership Development ------------------------------------------------ 9

Preparation of Students for Business Careers ---------------------- 10-11

Service ----------------------------------------------------------------------- 12

Cooperation with Business Professionals --------------------------- 13

Public Relations & Activities -------------------------------------------- 14-16

Support of FBLA-PBL National & State Projects -------------------- 17

Participation at State Sponsored Conference ----------------------- 18-19

Recognition --------------------------------------------------------------- 21

Competitive Events ------------------------------------------------------- 22-23

School, Community, Businesses, Activities, etc. -------------------- 23

Businesslike Procedures ---------------------------------------------- 25

Chapter Management & Organization -------------------------------- 26-29

Financial Development -------------------------------------------------- 30-31

Financial Statement ------------------------------------------------------ 32

2008-2009 ANNUAL BUSINESS REPORT

Writer Kelly Lin

Stephen Chang

Photographer Anthony Leung

Jessica Huynh

Christopher Wong

Designer Kelly Lin

Anthony Leung

Timothy Yung

Editor Anthony Chen

Timothy Yung

Letter to Chapter Membership university of california, berkeley

Chapter Productivity Recognition Business-like Profile Procedures

Chapter Profile: Letter to Chapter Membership UC Berkeley PBL Annual Business Report 2008-2009 4

Dear Members of the Berkeley Chapter of Phi Beta Lambda,

Last November, our chapter formed a vision in our minds. That vision comprised of

two important milestones that we hoped to achieve in the current semester. The

first of those two parts was to continue our growth in membership and network

while maintaining the social aspects of a small organization—the feel of a tight-knit

family. The second of those two parts was to develop ourselves professionally in

order to compete with that of prestigious and developed fraternities. That vision

that we formed last November is still with us today, and we can look back on the

first half of this semester and reflect on our progress.

In the first month, we hosted many events including our semiannual Resume Workshop in which members had the

opportunity to have PBL alumni critique their resumes. The Business Technology committee warned members of

the dangers of falling in love with stocks at their Investment Workshop. Committee members of the Professional

Development committee formed stations in which they presented techniques to successful public speaking. Our or-

ganization became more financially healthy than ever thanks to amazing efforts of our Finance committee through

managing the concession stands, running the ASUC polling booths, and hosting the extremely successful PBL Series

of Poker 2009. Members formed tight friendships at our Member's Retreat at Monterey. Our new Internal Network-

ing program has been very successful in packing fun into our lives with events such as Fenton's, Ice Skating, Study

Nights, and Glow-in-the-Dark Capture the Flag.

In the second month, our Marketing and Professional Development committees were kept extremely busy as they

respectively marketed and organized the largest event ever hosted by this organization: "The Financial Meltdown:

Recruiting During Recession". This event was hugely successful with a turnout of around two hundred, filling every

seat in the Dwinelle auditorium and leaving several standing. This event not only proved that Berkeley Phi Beta

Lambda was capable of such a feat, but it brought us to a new level—a level that puts us on the competing grounds

with other professional fraternities.

On behalf of the Spring 2009 Executive Team, I want to thank all of you, the members, for making the successes of

this organization possible. Your involvement, motivation, ambition, and drive have made Berkeley Phi Beta Lambda

something that its founders only dreamed of. We have the last half of the semester to reach new levels that exist be-

yond the vision we set out for ourselves last November, but I am confident that we will even exceed those. Let us

continue to further ourselves as leaders as we become better prepared to take on the challenges given only to future

business leaders.

Sincerely,

Timothy Yung, Chapter President

University of California-Berkeley, Phi Beta Lambda

Chapter Information university of california, berkeley


Chapter Profile: Chapter Information UC Berkeley PBL Annual Business Report 2008-2009 5

Membership Numbers and Introduction to PBL

University of California Berkeley’s Phi Beta Lambda-FBLA currently has 140 regis-

tered members, with 50% of them being extremely active, 30% being active, and 20%

being occasionally active. Our diverse membership includes students from majors

such as Political Science, Business, Electrical Engineers, Media Studies, and Molecular

Biology. Furthermore, we have several members who have been admitted to Berke-

ley’s distinguished Haas School of Business.

Berkeley PBL is recognized on campus for its unique culture. Many of the students on

Berkeley’s campus associate us with a fraternity. This is due to our organization, phi-

losophy, and work ethic. Judging by our close knit network, even with 100+ members,

we still pride ourselves in the same brotherhood that the business fraternities stand

for.

Unlike the business fraternities however, our chapter is not exclusive or closed in. We

do not gear towards a certain major or focus on only one aspect of business, but in-

clude students from a variety of backgrounds and interests and cover various aspect

of business, most importantly striving to create effective leaders.

History PBL was co-founded at Berkeley by Jonathan Abelarde and Lillian La in Spring 2005 with Elizabeth Camacho as our

group advisor from the Office of Student Life. Originally starting with a few friends, the club has now grown to over

100 members.

As the years passed, the increase of membership has been at a steady rise. With a more aggressive marketing strat-

egy than ever before, Berkeley PBL is on its way to becoming one of the more well-known business organizations

on campus.

Berkeley and the Haas School of Business University of California, Berkeley is located in Alameda County, just miles away from the busy city of San Francisco

and Oakland. Known for its Free Speech Movement that started in 1963 and with over 20,000 students, Berkeley is

now well recognized as the best public university in the world. Many of the members in Phi Beta Lambda major in

Business and Economics.

Chapter Number 11355

Location University of California, Berkeley Berkeley, CA 94720

Charter Date January 1, 2005

Advisor Elizabeth Camacho

Current President Timothy Yung

Paid Membership 140

School Population 30,000+

Overview

university of california, berkeley

Recruitment


Productivity: Recruitment UC Berkeley PBL Annual Business Report 2008-2009 8

PBL mainly recruits during the second and third weeks of the Fall and Spring semester.

During the fall semester, we market the club heavily using Calapalooza, a campus-wide event in which all of the stu-

dent organizations represent themselves around campus. This allows students to discover the different organiza-

tions and see what interests them.

During the Spring semester, we also have Cal Day, which is very similar in style.

PBL also recruits heavily using flyering, chalking, tabling, classroom announcements, and hand billing, all marketing

efforts to increase our exposure while wearing our Berkeley “PBL Gear.” Berkeley PBL also has a booth set up eve-

ryday from 10am – 3pm near Sproul Hall for interested students to approach our members. Most students, how-

ever, attend our professional development events or hear about us through a friend and then become interested in

joining.

Throughout the third week we hold three events in order for students to see all aspects of UC Berkeley PBL: Social,

Professional, and 1st General Meeting. The Social is often times held at a restaurant where students are able to walk

in and mingle with the members, getting to know what the club is about while eating free food. The Professional

event is to help the students understand what kind of events we hold and the professional aspect of the club. Lastly,

the 1st General Meeting is where the students are officially introduced to the club and there, they will be able to

sign up for committee positions and formally decide to join the club.

Chapter and Membership Recruitment


Leadership


Productivity: Leadership UC Berkeley PBL Annual Business Report 2008-2009 9

The officer installation ceremony marks the transition of the old executive term to the new executive term. Each

entering executive officer holds a different colored candle representing the specific position and responsibility of

his or her new position. The leaving officer holds the white and largest candle and lights the entering officer’s col-

ored candle which represents the passing on of the responsibilities. Finally, the committee chairs are announced

and each rise and are recognized by their fellow members. Together, the committee chairs take a pledge to fulfill

their responsibilities and are officially recognized as PBL chairs.

Officer Installation Ceremony

During the UC Berkeley welcome week the Berkeley PBL holds its annual three-day Officers’ Retreat, which was

located in Napa this Fall and in Santa Cruz in Spring. Planned by the Executive Team, the Officers’ Retreat included

training for new officers, crucial decisions regarding the direction and new philosophy of the club, advice on how to

market the organization to new students, and what is expected of the officers. To promote social unity and team

building, several activities and leadership building games were played throughout the day and night. Officers were

able to get to know one another and talk to their executive advisors before the semester started.

Officers’ Retreat

Officer Binders

Before the start of each semester, officer binders are given and received as a way for committee chairs and execu-

tives to pass on their wisdom to their successors. Unveiled at the Officer Transition Day, new and past officers dis-

cussed and examined their respective binders, discussing past events and questions. The officer binder is to be up-

dated, added onto, and recompiled each semester by the existing chair so that thoughts and ideas can be passed to

the new generation of officers.

Officer Check-Ins

Officer Check-Ins are an important part in developing the future leaders of Berkeley Phi Beta Lambda. They are held

as a mid-year review once a semester by the executive advisor for each officer. The one-on-one meetings discuss

one’s strengths and weaknesses as evaluated by the executive so that each officer can learn and grow from the

meeting. Additionally, officers are able to discuss their own thought of improvement or issues regarding Berkeley

PBL.



Preparations for Business Careers

Productivity: Preparations for Business Careers UC Berkeley PBL Annual Business Report 2008-2009 10

Case Competition Workshop Throughout the school year, several case competi-

tion opportunities arise for our PBL members. The

purpose of this event was to introduce and educate

PBL members about what exactly is a case compe-

tition and what it consists of. We invited a few of

our Alumni, who had experience in this field, to

come speak at the event and educate the members

on how to go about preparing and presenting for a

case competition. The speakers gave tips about

researching and strategizing and what kind of key

points to talk about during a case competition. The

turnout of the event was quite successful because

this event was planned a few weeks before the sign

ups of an actual on-campus case competition.

Many times when we think about business, the set-

ting that comes to mind is an office; however, busi-

ness can also take place in a more sociable setting,

such as the restaurant. This event was held in or-

der to help members with table etiquette- how to

best present themselves in a restaurant situation.

Different points that were brought up were the

napkin use, ordering, table setting, silverware, and

finished meal. Sometimes with all the forks and

knives, plates and glasses, it becomes a little over-

whelming. Thus, the speakers used visual aids and

live demonstrations to help make the learning

process easier. With the live hands-on training,

each member was able to tell the difference be-

tween a soup spoon and a beverage spoon by the

end of the night.

Interviewing Workshop Series with Smith Barney

In an effort to enhance the professional development of

our campus community, we had Drew Lyons, a Managing

Director of Smith Barney's San Francisco office, speak

about the “Ten Keys” to interviewing. The speaker dis-

cussed what an interviewer looks for, what an inter-

viewer hopes to learn and how a candidate should pre-

pare and what they should be aware of. He discussed ten

attributes that are beneficial in an interview and ten at-

tributes that should never come up in an interview. Mr.

Lyons also pointed out the difference between some-

thing that can be taught, such as skills, and something

that is only innate, such as motivation. Both of them are

extremely important, but something that in innate is

more of a risk because a person can lose something like

motivation through time. Towards the end of the event, Professional Etiquette

Mock Interviews with Smith Barney

The Mock Interviews with Smith Barney was developed

in conjunction with the program: Interviewing Tips with

Smith Barney. Drew Lyons, from Smith Barneys, came

back a few months later and reviewed a few tips that he

had went over in his previous visit and members were

able to implement these tools while performing a mock

interview with Drew Lyons in front of the audience. Each

person was to focus on a specific attribute and portray it

during the mock interview. After each mock interview,

Mr. Lyons would then point out what were good and bad

and the audience was then able to give a few pointers

and ask questions. Overall, the Mock Interview was very

successful because it allowed the members to experience

first hand how a real interview is played out.


Preparations for Business Careers


Productivity: Preparations for Business Careers UC Berkeley PBL Annual Business Report 2008-2009 11

CSR Panel: Business for a Better World

The rise of environmental awareness has greatly shot up

in the past couple of years and this event was planned in

response to this rise. The panel consisted of speakers form

Symantec, PG&E, and Chevron. The event consisted of two

sections, a closed Q&A session with prepared questions

asked by the CMs and later an open Q&A session for the

audience. The speakers explained how each of their com-

pany went about being socially responsible and the impor-

tance of it and how it can benefit the environment. The

turnout of the audience was quite diverse, as it included

students from the environmental field.

Donald Asher: Launching Your Career

Donald Asher is a regular columnist to the Wall

Street Journal as well as Careerjournal.com and

MSN Encarta. He has written 10 books on how to

develop yourself professionally and has spoken

at universities such as NYU, Harvey Mudd, and

UPenn. Mr. Asher spoke about how to look for

internships and job opportunities in the “hidden

job market” and the purpose of networking. The

audience was very responsive to Mr. Asher, as he

was an interesting speaker and it was a topic that

applied to all, and several questions were asked.

Resume Building Workshop

The Resume Building Workshop was hosted by

our Professional Development committee and

several of our Alumni. Instead of having a

speaker lecture to an audience about what a

right or wrong resume looks like, each member

was paired with an Alumnus to look over his/her

resume one on one. Members were able to sign

up for time slots through the club’s website to

ensure everyone would have a chance to have

their resumes looked at.

Public Speaking Workshop

This event was put together by our very own Professional

Development committee. Each committee member was to

research and give a small presentation on the different

aspects of public speaking. It informed the audience on

how to improve the speaking skills needed to find a career,

deliver a speech, or simply execute a presentation. The

workshop focused on pre-speaking nervousness, forget-

ting your speech, the elimination of pauses and the use of

“fill-in” words, and body language. The speakers were able

to get the audience involved, making the event enjoyable.

Test Bank

This semester, Berkeley Phi Beta Lambda has worked with

our current and past members to compile a comprehen-

sive test bank aimed to act as an additional resource for

members when preparing for exams. Donated tests were

scanned, watermarked, and posted online on the chapter

website. The test bank is a great incentive for new mem-

bers to join the club, but also is a great resource for our

members both academically and personally. The test bank

also encourages member bonding; fostering a community

where we all try our best to help each other.

UC Berkeley Career Fair Host

Berkeley PBL has established a relationship with

the UC Berkeley Career Center to help host an

internship fair each semester. For the Fall 2008

semester, PBL helped host the Early Bird Intern-

ship Fair, on October 29. Recruiters from all in-

dustries, ranging from Sony to Disney to Bliz-

zard, were present at the career fair so it was an

excellent opportunity for PBL members to work

on their networking skills.

Nike’s Women Marathon

Sports with Kids

Pi-Day at the Exploratorium

On March 14, 2009, we went to the San Francisco Exploratorium to help facili-

tate the Pi Day activities which would hopefully increase awareness and interest

in pi, and more generally math. Volunteers were met by the coordinator who

explained the day’s itinerary, splitting the volunteers into two groups. One

group was responsible for cutting and serving several hundred slices of pie to

the Exploratorium visitors. The second group was responsible for facilitating the

Pi Procession in which the visitors first learned about the meaning and usage of

pi in mathematics and then were each assigned a digit of pi up to the 125th

value. The visitors would then march through the Exploratorium carrying their

digits in order. To help the event run smoothly, volunteers were placed along

the pre-determined Pi Procession path to guide the visitors. Because of the large

number of volunteers, volunteers did their tasks in shifts, allowing everyone

time to explore the Exploratorium themselves as well.

Sports with Kids is a program designed by ROCK, Real Opportunities

for City Kids, in San Francisco. The program allows the city kids who

are generally from lower income families to participate in a noncom-

petitive team sport. The CS committee contacted Sarah Schwartz, the

program director at ROCK to have a PBL Community Service event at

ROCK. The program was in line with the CS committee’s theme for the

semester: Education. The volunteers would encourage the kids to be

active and get them involved with the games that were going on. They

were also responsible for helping the kids read and fill out end of the

program surveys. Afterwards, volunteers helped set up the lunch and

handled the food for the kids.

The Nike’s Women Marathon was planned through mid-semester in order

to allow members to bond and help out the community, as well as educate

themselves about Breast Cancer. The volunteers were split into groups

that were responsible for monitoring a short stretch of the marathon

course. Rather than just simply directing the runners, our volunteers were

also cheerleaders who cheered the runners on and assisted them when

they needed aid. Along with the live band and pumping adrenaline, our

volunteers were able to create an exciting and encouraging atmosphere

for the runners.


Service


Productivity: Service UC Berkeley PBL Annual Business Report 2008-2009 12


Cooperation


Productivity: Cooperation with Business Professionals UC Berkeley PBL Annual Business Report 2008-2009 13

Corporate Sponsorships This past year, the UC Berkeley chapter of Phi Beta Lambda has been actively searching for Corporate Sponsorships.

Emails were sent out to local businesses and companies in the Bay Area, with the new Corporate Sponsorships Packets

attached, to see if any companies showed any interest in starting a relationship with our chapter. Throughout this past

year, with aggressive emails and personal contacts, our chapter was able to sign with three companies: Equilar, North-

western Financial Mutual, and Gaia Online. Depending on the certain amount of money donated from the company, UC

Berkeley Phi Beta Lambda was then able to hold speaker events for the company and market their events. Corporate

Sponsorships allow our members to gain experience contacting and following-up on companies and learning the skills of

negotiation.

For this event, we were able to bring in five prestigious speakers from Merrill Lynch, JPMorgan Chase, Citi Smith Barney,

and United Commercial Bank to come to UC Berkeley to discuss the current economic crisis and give recruiting advice

geared toward current students. The experiences from those speakers of that caliber were able to provide more insight

than any other workshops or info sessions offered in the past. The speakers discussed how the crisis directly affected us

students and how we can prepare for the future. This event was our biggest event of the semester and the turnout ex-

ceeded two hundred. Many of the audience members came up afterwards to talk to the speakers and drop off resumes.

Financial Meltdown: Recruiting During Recession

As our club holds several events, sometimes the majority of the funds that we earn the previous semester go toward

these events, leaving a very minimum for any other events. However, to solve this problem, our members go out to the

local restaurants and small businesses asking for donations and small funds to help us with our events. Our members are

able to use the skills that they learned from our various workshops and put them to use, building relationships while

practicing their networking skills. With these relationships, we are able to get food donations and gift card donations that

eventually cut the costs for many of our events.

Canvassing

Apart from canvassing for our events, our chapter also works together with the Associated Students of the University of

California, Berkeley, to apply for grants to fund some of our larger events. To apply for the grants, we file proposals and

set up a meeting date with the Senates to discuss the validity of the proposal. If the Senate approves of the proposal, fur-

ther discussion in regards to the amount will be carried out. By applying for grants through the ASUC, not only is our

chapter able to receive aid to host our events, but we are also able to use the resources the school offers us and be in-

volved with campus life rather than just being another club on campus.

ASUC Grants

Recruiting a Greener Tomorrow (Green Career Panel)

This semester, Berkeley has paired up with Green Campus, a student run internship program funded by PG&E, to hold a

Green Career Panel. The event consisted of speakers from companies such as Environmental Protection Agency, PG&E,

Whole Foods Market, Symantec, General Motors, and Target. The focus of the event is more on career development pro-

jects compared to the energy conservation and energy efficiency education done in the past. By working together with

Green Campus and being funded by PG&E, the budget was easy to work with and funding was not an issue.


Public Relations & Activities


Productivity: Participation in Public Relations and Activities UC Berkeley PBL Annual Business Report 2008-2009 14

Marketing & Public Relations Committee

The Marketing/Public Relations committee continually works hard to promote our events on campus. They serve as the

“voice” of PBL and help represent PBL to the campus community. To achieve their goals, they wake up every Monday-

Thursday at 7 am and post flyers about upcoming events on campus. They also send out weekly updates and call individ-

ual members informing them about upcoming events and encouraging them to come. Lastly, they design beautiful innova-

tive flyers and spread them internally to PBL members through Facebook and email. Largely due to the efforts of the Mar-

keting Team, Berkeley PBL is increasing its membership at a rapid rate.

PBL advertises and represents itself to the campus wide community through a variety of ways. Officers and members

table on Sproul Plaza every day allowing students to see our table and learn more about PBL in person. It is an effective

way to get our organization’s name out in public and have the students become familiar with Berkeley PBL. Furthermore,

PBL uses classroom announcements, flyers, handbills, and Facebook announcements to effectively market and inform

students about our upcoming events. Moreover, our monthly newsletters and chapter website, berkeleypbl.com, provide

re-caps on all of the events and progress PBL has made and information on upcoming events.

Marketing Tools

Apart from being focused on business, the Berkeley chapter of PBL also

knows how to have fun. Our Social Committee works to provide the club

with an environment in which members are able to meet one another out-

side of a professional setting. They host events, such as bowling, karaoke,

sports and games, scavenger hunts, etc., in order to bring the entire club to-

gether in a more relaxed environment where we are all able to get to know

one another while having some fun. However, due to rapid increase of mem-

bership, sometimes it is hard for members to meet one another and form

tight friendships in such a large gather. Berkeley PBL prides itself for its

“small club feel” meaning that no matter how big our club gets, every member still feels close to one another. In order to

promote this, we formed the Internal Networking Groups, the “IN-Groups.” Members are split off into four different

groups and the IN-Chairs of each group holds small socials to help members meet one another on a smaller and less in-

timidating scale.

Activities: Social Committee & IN-Groups

http://www.berkeleypbl.com





Members’ Retreat

Every semester, Social committee puts on their annual Member’s Retreat.

In the fall of 2008, retreat took place at Santa Cruz. Our members were

able to live in a large segregated house, surrounded by the woods, at night

and able to go to the boardwalk and beach in the morning. In the spring of

2009, retreat took place in Monterey. Members got the option of going

paint balling or the beach, both that had its own uniqueness. Retreat is a

time for the entire club to get away from all the books and tests back in

Berkeley, and just relax and have fun in a nice environment.

During the fall, near Halloween, Social Committee took advantage of

the lovely season and decided to take PBL to the world’s largest corn

maze located in Davis, California. Drivers drove for about one hour in

order to reach the destination, however, the long car ride was worth

it. Members were split up into five small groups and each group

leader was given a map of the maze; those who brought a flashlight

had an advantage since the race took place at night. Though some

members got frustrated during the race, it still allowed each member

to bond with one another.

Corn Maze

In the midst of all the midterms and papers, a Friday afternoon of barbeque

and sports is a perfect way to end the week and start the weekend. PBL took

the advantage of our school’s lovely Memorial Glade and set up a grill and

made hamburgers for the members. While members waited for their food,

various sport games and activities took place to help everyone work up an

appetite.

Social BBQ

Glow-in-the-Dark Capture the Flag Who said you can’t play outside in the dark? This semester, the IN-Chairs

set up PBL’s first Glow-in-the-Dark Capture the Flag. By using two empty

two liter soda bottles, the IN-Chairs placed several glow sticks inside to

act as the “flag.” Members were split into two teams and each team had to

try to steal the other team’s flag, which was located on the other side of

Lower Sproul, on campus, and the only source of light was the glow sticks

from the soda bottles. Members were able to discuss strategies amongst

one another while having fun.





Blakes Mixer

During recruitment week, one of our main events to help students learn

more about Berkeley PBL is the Blakes Mixer. This social event is located

at the restaurant, Blakes, a block away from campus. Students go to this

event to meet existing members of PBL and to gain more knowledge of

what the club is about. While socializing, students are also able to snack

on delicious mini hamburgers and other finger foods, complementary of

PBL.

Being in Berkeley, students rarely get the chance to go out and experience

the city life late at night. Thus, Berkeley PBL members, who are also club

promoters, contact clubs in San Francisco to allow our members to mix a lit-

tle bit of business with pleasure. Members are picked up and dropped off

from campus by a charter bus. Our members are able to let loose and dance

the night away.

Clubbing Event

Our Social Committee members put their brains together to create

their very own Berkeley’s Amazing Race. Members were split off into

different teams and each team had a different course, but with the

same set of clues. The different clues and tasks consisted of Sudoku,

eating corn starch utensils, serenading, and building gingerbread

houses. Members were in a frenzy running all over campus, some

drove, in order to make it first back to the Haas of Business School

where the race ended. After the event, members were all able to go

out and have a nice dinner together.

The Amazing Race

The InGroup’s of Kitty Lam and Justin Abantao went to Fenton’s

creamery, a famous Oakland ice cream store. Fenton’s is famous for the

“Fenton’s challenge”, a gigantic three pound ice cream challenge that

must be finished within 15 minutes. 10 of our brave members at-

tempted the challenge while others ate hamburgers and good fash-

ioned American food. The 10 members who mastered the challenge

were able to walk away with Fenton’s Challenge T-shirts. Members

really enjoyed the event as a great way of bonding and getting to know

people within the chapter.

Fenton’s Ice Cream


FBLA-PBL National and State Projects


Productivity: Support of FBLA-PBL National & State Projects UC Berkeley PBL Annual Business Report 2008-2009 17

During the beginning of the Fall 2008 semester, the officers dedicated their weekend in going down to Deablo Val-

ley College to attend the annual Summer Training Institution for all Northern California Phi Beta Lambda chapters.

At this training, we were informed of the proper way to present Phi Beta Lambda on the college campus and given

some tips as to how to manage the club. Apart from the leadership training given at the beginning, Berkeley PBL’s

main purpose for attending was to discuss the increase of the membership fee in hope to lower it so it would be

more appealing and affordable to students on campus.

Summer Training Institution

Berkeley PBL volunteered to help out at Walk America march of Dimes. The closest location to Berkeley campus

was Lake Merritt and we had to be there early in the morning. Our community service chairs woke up extra early to

provide breakfast as an incentive to come out early and volunteer. With a large amount of people wanting to attend

and a limited number of cars, we had to limit the amount of officers attending in order to give priorities to the gen-

eral and committee members. At the event, people were in charge of setting up the snack area while the others

were in charge of the snack and food area at the Walk America headquarters. Granola bars, fruits, water, subways,

and chips were handed out during lunchtime. Overall, many of the members had a fun-filled tired day with lots of

laughter and memories.

Walk America

Berkeley PBL has also seen the importance of reaching out to the high school chapters in the local area. Hence, this

year, we were invited to Lynbrook High School's conference on January 31, 2009 and gladly accepted. The confer-

ence consisted of not only high school students, but also students from their local middle school. The conference

was set up so that there were several workshops going on at the same time and students were able to choose which

workshop they wanted to attend. During the conference, we put on three workshops tailored towards the issues a

high school student would face. Topics included: Resume, Interviews, and College Experiences. The most successful

workshop would be the College Experience workshop. Our members acted as a panel and discussed their experi-

ences of getting into college and their experiences as a first year.

Winter 2009 Lynbrook FBLA Winter Leadership Conference


Participation in State Sponsored Conference


Productivity: Participation in State Sponsored Conference UC Berkeley PBL Annual Business Report 2008-2009 18

Spring 2008 FBLA-PBL Student Business Leadership Conference

Every spring, FBLA-PBL holds the State Business Leadership Conference (SBLC) to bring together students from

all the chapters in the state for a two-day leadership and career development training. SBLC is the first level of the

national business competition program. Those that do well in their competitions are chosen to represent their

state at the National Leadership Conference.

The Spring 2008 State Business Leadership Conference was held March 28 and 29th, 2008 at Cal State Fullerton

during the last weekend of our Spring Break. Berkeley sent 60 delegates to the conference as the largest chapter in

attendance. Other chapters present at the conference were Cal State Fullerton, UCLA, USC, UCSD, Crafton Hills Col-

lege, Cerritos College, Riverside Community College and our neighbor Diablo Valley College.

The conference began well with an opening session led by business entrepreneur Ramsey J Gould who gave an

inspiring talk about breaking the mold of the common perception of "You Can't" by challenging common ways of

doing things with the simple phrase "Who told you that?". After the opening session, members attended a "College

Bowl" where there was inter-chapter competition in recreational activities such as bowling and pool along with a

lot of pizza and drinks.

Competitions started a week before as knowledge testing of events such as Microeconomics or Marketing Analysis

and Decision Making were done online during the preceding week. On Saturday, attendees worked really hard to

prepare and perform their performance events in front of business professionals. Additionally, several workshops

such as the enlightening topic "Climbing the Pink Ladder" were available for members to see. After all the compe-

tition, members of the Berkeley chapter sat down to an amazing dinner at Red Robin, paid for on behalf of the

chapter, to end the night. Our hard work paid off with UC Berkeley winning the Sweepstakes Award with 114

awards. Our very own Bryan Lim was also later selected to be a member of the State team as the State Officer of

Programs and Conferences.


Participation in State Sponsored Conference


Productivity: Participation in State Sponsored Conference UC Berkeley PBL Annual Business Report 2008-2009 19

Fall 2008 State Fall Business Leadership Conference (SFBLC)

Several chapters of PBL came to the Fall conference which was held in the Lipman Room of Barrows Hall at Berke-

ley on November 19th, 2008. Members were treated to the amazing keynote of Jim "Skip" Lemoine who shared his

valuable experiences working with telephone industry. Particularly, he let everybody know of the power of adver-

tising, noting that Spring PCS is actually a low grade of cellular transmission, but was transformed through market-

ing into something powerful. Later on, members were able to attend many workshops including one hosted by for-

mer UC Berkeley PBL founder Jon Abelarde, now a financial analyst at Merrill Lynch, that heightened each atten-

dee's business professionalism.

Several UC Berkeley freshmen also participated in a practice case competion which they sadly did not win, but

hopefully they learned a lot from the experience. In addition, chapters from all over California were able to network

with each other through a workshop hosted by Michelle Nakaji where people wandered the ballroom of Lipman and

met others with similar interests. Overall, Berkeley's 30 delegates enjoyed the experience of hosting a conference on

their own campus and learning from the network of business professionals that attended the event.

Fall 2008 State Fall Business Leadership Conference


PBL Competitive Events


Recognition: PBL Competitive Events & Activities UC Berkeley PBL Annual Business Report 2008-2009 22

Spring 2008 FBLA-PBL State Business Leadership Conference

Berkeley PBL members attended the Student Business Leadership Conference during the Spring semester of 2008.

Here were the awards our distinguished students received:

1st Place: Business Decision Making Alan Ni, Dean Gao, and Tian Wang

Desktop Publishing Aaron Dang and Brian Kuo

Human Resources Management Joanne Cho, Li-Ting Yen, and Hye In (Cher) Lee

Management Concepts Grace Yu, Leslie Lin, Frances Huang

Digital Video Production Tim Mun, Tian Wang, and Stephen Chang

E–Business Naomi Cheng & Tian Wang

Help Desk Simon Wu

Internet Application Programming Timothy Yung

Name Tag Event University of California, Berkeley

2nd Place: Computer Applications Lei Xu

Database Design & Applications Timothy Yung

Desktop Publishing Tian Wang and Tiffany Wong

Hospitality Management Lucy Lin, Li-Ting Yen, and Hye In (Cher) Lee

Human Resource Management Melody Pai, Ted Kim and Grace Yu

Management Concepts Lucy Lin, Li-Ting Yen, and Laura Kuo

Digital Video Production Witton Chou, Jaime Lai, and Kevin Leung

Website Development Brian Kuo

3rd Place: Business Decision Making Hye In (Cher) Lee, Kevin Leung, and Simon Wu

Database Design & Applications Katherine Chen

Financial Services Jon Abelarde and Leslie Lin

Hospitality Management Anthony Leung, Mimi Phung, and Rickey Chea

Emerging Business Issues Brian Lim, Vineel Pokata, and Jasmine Xie

Help Desk Brian Lim


PBL Competitive Events


Recognition: PBL Competitive Events & Activities UC Berkeley PBL Annual Business Report 2008-2009 23

Associated Students of the University of California, Berkeley

As a club on campus, we are recognized by the Associated Students of the University of California (ASUC). We are

able to use the school’s resources such as room storage, room reservations, and campus equipment. Through the

ASUC, we are also able to apply for grants to fund student-related events.

Haas School Of Business Association

As a professional business club on campus, we are recognized and sponsored by Berkeley’s very own Haas School

of Business. We work closely with them to help meet the needs of the student body here at Berkeley.

Director’s Advisory Council

With the recognition of the Director’s Advisory Council, Phi Beta Lambda is able to hold group meetings with other

professional clubs on campus to plan out events so that they do not overlap.

4th Place: Desktop Publishing Daisy Liu and Ted Kim

Financial Services Dean Gao, Tian Wang, and Alan Ni

Management Concepts Eric Hsieh, Levin Leung, and Jon Abelarde

Emerging Business Issues Naomi Chang, Ted Kim, and Tiffany Wong

Help Desk Jasmina Xie

5th Place: Job Interview Simon Wu

Chapter Annual Business Report University of California, Berkeley


Chapter Management


Business-like Procedures: Chapter Management UC Berkeley PBL Annual Business Report 2008-2009 26

Chapter Overview

Our Chapter consists of Executive Officers, Committee Chairs, Committee Members, and general members. Weekly

meetings within committees and large general meetings wihin the entire club are held to ensure continuous com-

munication and to publicize upcoming events. The executive team consists of the President, External Vice Presi-

dent, Internal Vice President, Secretary, Treasurer, and State Advisory Representative. All executive positions are

semester-long with the exception of the Treasurer and State Advisory Representative, which are each a year-long.

The executives are each in charge of one or two committees in which they are to attend all of the committee meet-

ings and report the latest updates to each other during the executive meetings.

Each committee consists of one to two committee chairs and four to ten committee members. All committees hold

weekly meetings to plan and organize activities for the current semester. Sometimes, committee chairs would be

in charge of events, and their respective members help execute them, and sometimes the committee members are

given full responsibility of certain events for which they have a change to experience the entire event-planning

process.

General meetings are held in the evenings at least once per month. During these meetings, all members convene to

find out about upcoming events or conferences. In addition to serving as a reminder to members about upcoming

activities, the general meetings are also a time when the monthly newsletter, which contains recaps of past events,

business-related information/tips, and the monthly calendar, is passed out. Sometimes, a slideshow of past events

is shown as well, courtesy of the Historian committee.

Professional Development

Business Technology

Internal Networking

Social

Finance Historians

Marketing

Publications

Community Service

Executive Team



Business-like Procedures: Chapter Mangaement UC Berkeley PBL Annual Business Report 2008-2009 27

Chapter Management

Fall 2008 Officer Team

Executive Team

Committee Chairs

Whitney Chiao President

Joanne Cho Internal Vice President

Eric Hsieh External Vice President

Timothy Yung Secretary

Jennifer Kim Treasurer

Stephen Chang State Representative

Steve Kim & Tian Wang Business Technology

Kelly Lin & Justin Chow Finance

Tiffany W. & Anthony L. Community Service

Dean Gao & Cindy Lin Professional Development

Ryan Lam & Leslie Lin Social

Daisy Liu & Frances Huang Reporter

Anthony C. & Jessica H. Historian

Brian Kuo Marketing

Jaime L., Kevin C., & Stephanie P. Internal Affairs Coordinators


Chapter Management



Spring 2009 Officer Team

Executive Team

Timothy Yung President

Anthony Chen Internal Vice President

Kelly Lin External Vice President

Anthony Leung Secretary

Jennifer Kim Treasurer

Stephen Chang State Representative

Committee Chairs

Teresa Lee & Albert Wan Business Technology

Philip Li & Melody Pai Finance

Leslie Lin & Karen Pan Community Service

Roselyn Ly & Rose Yuan Professional Development

Kevin C. & Whitney C. Social

Chelsea P. & Albert T. Publication

Tim Mun & Jasmina Xie Historian

Aaron Dang & Eric Wu Marketing

Justin A., Christopher B., Jessica H., & Kitty L. Internal Networking


Chapter Management



Executive Board Meeting (Bi-Weekly)

The executive board meets to update one another on the developments that are happening with each committee

and to also discuss problems, issues of concerns, and long-term plans. Even though these meetings are only bi-

weekly, the executive team however, keeps in contact constantly through e-mails and phone calls. Each executive is

in charge of one or two committees, depending on which field they have the most experience in.

Officers Meeting (Monthly)

The executive board meets once a month with the entire officers team in order to update not only the executive

members, but also the other committees on the progress and developments that are happening and also to discuss

problems, questions, or concerns that may have arisen.

Committee Meeting (Weekly)

The committee chairs meet with their respective committee members to distribute tasks, brainstorm on activities,

and plan events. They also evaluate their performance on each event and encourage interaction within and outside

of their committees. The committee members are also required to go to a PBL event, other than their own commit-

tee’s, in order to show support for other committees. During these meetings, the Executive in charge of the commit-

tee is required to attend and overlook the meeting, making sure there are no problems.

Haas Directory Advisory Committee Meeting (Monthly)

All of the Haas Sponsored and Affiliate Organizations, including Berkeley PBL, meet up each month to discuss is-

sues that are relevant to all business clubs and to the Haas-UC Berkeley Community. It serves as a platform for net-

working and allows us to coordinate events with other organizations and to promote professional campus unity.

. . .

Executive Board

Committee Chairs

Committee Members

Committee Members

Committee Members

. . .


Financial Development


Business-like Procedures: Financial Development UC Berkeley PBL Annual Business Report 2008-2009 30

Financial Organization

Sponsors

Concession Stands

Date Auction

The Treasurer and Finance Committee oversee the budget, fund allocation for grants, fundraisers, etc. The treas-

urer is in charge of updating the financial statements, reimbursements, and logistical/administrative process re-

lated to the chapter’s finance. The Finance Committee plans and executes fundraisers while also researching com-

panies and sending them our Corporate Sponsorship Packets.

Our chapter seeks financial support through the University Student Association and various grants. Currently, we

are sponsored by outside companies such as Equilar, Northwestern Financial Mutual, and Gaia Online. Further-

more, we are sponsored by the Haas School of Business and the Associated Students of the University of California.

Throughout the school year, Berkeley has sports going on year round

and a large part of the games are the concession stands. During the

fall, Finance Committee signs up for Football Concession Stands

while in the spring, they sign up for Basketball Concession Stands.

Members are required to make the food and sell them to customers

while they learn the importance of inventory and numbers. After

each game, the ending inventory is to be counted and the numbers of

profit and sales should match up. With each game, Finance is able to

make ten percent of their ending sales, making this event the club’s

biggest source of profit.

During college, hormones become more active than ever, that’s why

Berkeley PBL helps student find that “perfect” one, or at least tries

to. The Finance Committee held their Roaring 20s Date Auction in

the fall of 2008 to help raise money. Our very own Finance Commit-

tee members found each candidate, who were to prepare a talent for

the event. During the night of the auction, each candidate was to an-

swer several interesting questions about themselves, perform their

talent, and get bided off by the audience. Each candidate is then re-

quired to take his/her bidder out on a date and enjoy an evening full

of fun. This event was extremely successful since many of the candi-

dates were able to bring their own friends to come out and bid on

them.




Business-like Procedures: Financial Development UC Berkeley PBL Annual Business Report 2008-2009 31

Sufficient Grounds Bake Sale

Sufficient Grounds is a local sandwich shop only a few blocks away from cam-

pus. The owner of the store is nice enough to donate donuts, muffins and sand-

wiches to us, all free of charge, and allows us to sell his goods on campus. All he

expects of Berkeley PBL is to pass out his store’s flyer as people pass by to help

promote his store. Finance Committee Members are each assigned shifts

throughout the day to sell the goods on Sproul. With this event, we never lose

money, we only gain.

Valentine’s Day Balloon Sale

Rather than just selling aluminum wrapped chocolates or

chocolate flowers on campus on Valentine’s Day, Berkeley

PBL brought in a new idea that no other club on campus

does, Valentine’s Day Balloons. The only hesitancy about

this fundraising was the helium tank, but that turned out

to be only a small problem. Through this event, members

were able to express their creative side by matching up

different balloons making different combinations of bal-

loons for the customers. Each aluminum balloon was sold

for $4 while the regular latex were $2. If the customer

was to buy a combination of balloons, depending on the

amount of balloons, special prices were issued.

Haas Phone-A-Thon

Every spring semester, Haas School of Business calls

their sponsors thanking them for the year’s donation.

Because there are hundreds of sponsors every year,

Finance offers their services to Haas and helps them

make these "Thank You" calls. Every member is as-

signed a two hour shift and they all gather at the

school's calling center to make these calls. A list of num-

bers is provided by Haas and we are paid according to

how many phone calls are made. Though it is just mak-

ing phone calls, a lot of our members have actually

made real conversations with these donors and some

were even lucky enough to have doors opened for them

in regards to internship and job opportunities.

Poker Night

As a popular game in the college community, Poker has

become an annual fundraising event for Berkeley PBL.

For the past two spring semesters, Finance Committee

has hosted two successful poker tournaments on and off

campus. Because this event does not require a lot of re-

sources, other than chips and cards, it is a great event that

helps raise money with minimal amount of work.




Business-like Procedures: Financial Statement UC Berkeley PBL Annual Business Report 2008-2009 32

Future Business Leaders of America, Phi Beta Lambda University of California, Berkeley (Chapter #11355)

For the Year Ending March 20, 2007

Revenue Membership Dues Revenue $3,570

Fundraisers Revenue $4,758.18

Funding Revenue $450

Total Revenue $8,778.18

Expenses State& National Membership Dues $2044

Conference Expenses $400

Marketing Expenses $500

Events Expenses $5,930.23

Total Expenses $8,874.23

2008-2009 Financial Summary

Initial Balance $948

Total Revenues $8,778.18

Total Expenses $8,874.23

Total Balance $851.95

Financial Statement

2008-2009 Local Chapter Annual Business Report

University of California, Berkeley Phi Beta Lambda Chapter #11355

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