Preliminary Round: Project Your Budget

• Developed by David Brown, University of Arizona

Case Synopsis 

You must model monthly spending over the next five years based on housing cost assumptions, an estimated car loan payment, a base monthly budget, and adjustments for inflation and seasonality. Then you'll combine your forecasts with assumptions about salary, a starting savings balance, expected return from savings, and a credit card interest rate to model total savings and debt over five years.

In this preliminary round, students were given 30 minutes in a classroom environment to make as much progress as possible on the case.

Final Round: Stock Portfolios

• Developed by Eric Kelley, University of Tennessee

Case Synopsis 

You oversee client reporting for Smokey Financial, a small advisory firm whose clients own portfolios consisting of stocks from an "investible securities" list. Your main objective is to use the data provided in the "Case Data" tab to create reports of  how each client's portfolio performed over the 2023 calendar year.

In this final round, students were given 30 minutes in a livestreamed eSports environment to make as much progress as possible on the case.

Watch the livestream footage.