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Our team was comprised of two Master of Accounting (MAcc) students who completed all their co-op terms in audit and a fourth-year Accounting and Financial Management (AFM) student who only completed one of his co-op terms in a tax-related role. With a limited background in tax, we all felt underqualified heading into the case competition since we knew we would be competing against peers with much more relevant tax experience. Although our success in the competition was down to our own research, collaboration, and presentation efforts, we would like to give a special mention to our professor, Julie Robson. Professor Robson reached out to us initially and encouraged all of our team members to compete. Without this nudge from her, it is unlikely that we would’ve signed up and achieved this successful win. Tax is definitely one of those areas that can be intimidating, even to accounting professionals, and so sometimes all that’s needed is a little encouragement!

We are a team of Accounting and Financial Management students from the University of Waterloo who had the opportunity to participate in this exciting Eclipse Case Competition open for undergraduate students across Ontario. Our team, consisting of Mohammad, Robert, Bryce, and Nathan, had an incredible time at the competition, and we’re excited to share our experience with you.

Our team (from left to right: Anshul, Baldwyn, and Rebecca) recently had the opportunity to compete in the Young Tax Professionals (YTP) Case Competition on June 16, 2023. We had a great experience where we got to use the tax knowledge, research abilities and presentation skills that we have learned from our undergraduate and master’s programs.

Tuesday, September 12, 2023

Taking the Bespoke Approach

The 10th edition of the School of Accounting and Finance’s (SAF) Investment Research Challenge (IRC) brought anticipation and excitement. As a team of students who enjoy pitch competitions, we knew we had to try our best during the competition if we were to win the top prize. After weeks of preparation and a day of competing, we were incredibly happy to hear that we won first place!

After competing in several case competitions together, our team decided that the SAF Strategy Competition was an amazing opportunity for us to apply our skills at home in Hagey Hall.

For this year’s competition, we were tasked with developing creative strategies to help Tesla stay ahead in the electric vehicle (EV) market. With such an ambitious ask, our team took advantage of the room for creative freedom and presented a three-pronged strategy to tackle this challenge: addressing current issues in Tesla’s customer journey, launching a new brand to compete with lower-cost EVs, and establishing a strategic partnership with a rideshare company to drive further product awareness.

From challenge to experience:

Each year, the Global Case Competition at Harvard University attracts over 3,000 finance and business students from 100 universities across the world to present their financial valuation and strategy-backed recommendations to a mergers and acquisitions (M&A) case. 

The Venture Capital Investment Competition (VCIC) is a highly competitive event in which teams from universities across the world compete against each other in a simulated venture capital investment process. Our team from the University of Waterloo (myself, Matthew, Alyzeh, Aryaman, Vireshaar and Daniel) were thrilled to have made it to the global finals after winning the Canadian regional competition held in Halifax.