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Stories, Strategy and Compatibility!

“No challenge is too ambitious, so we believe that Peloton’s user goal of 100 million users is attainable.”

As a second-year team entering the School of Accounting and Finance (SAF) Strategy Case Competition, our team’s main goals were to exercise our consulting skills and learn from the unique experiences each member brought to the team. As competition day neared, our team was most excited to witness a plethora of top-tier presentations from our upper-year mentors. Never could we have guessed that we would be amongst the teams on the podium!

Lessons gained from competing at the SAF Strategy Case Competition

Over the past month, the three of us that make up PPG Consulting, have had a blast working on our presentation for the SAF Strategy Case Competition. From the first moment we heard about the competition, we knew we had to put our skills to the test.

The SAF Strategy Case Competition allowed our team’s friendship to foster and grow in unimaginable ways, even while in an online setting. From meeting in SAF’s CPA Student Lounge on campus in our first year to working until the early mornings on group projects to working virtually on our case competition together — our friendship has blossomed exponentially.

Today’s accounting and finance professionals face many adverse challenges, now more than ever. Attending and competing in the 2021 Achieve Case Competition while representing the University of Waterloo and the School of Accounting and Finance (SAF) was not only a great learning experience but also a time to showcase courage in redefining the future and overcoming challenges. 

After five rounds of elimination, our CFA Institute Research Challenge (IRC) team moved on to the Global Finals, making us the only 3-person team and the third Canadian team in history to make it to the top 5 worldwide.

After winning first place in the Canadian division of the Venture Capital Investing Competition (VCIC), our team was fortunate enough to participate and move on to the global finals.

After winning the Canadian finals of the Venture Capital Investment Competition (VCIC) back in March of 2021, my team and I were very excited to move onto the global finals in April. It was definitely a very fun and unique competition!

The Venture Capital Investment Competition (VCIC) at the regional level was an exhilarating experience. Now a month later, we were doing it all over again — on a global stage. In retrospect, I want to talk about a funny phenomenon at the competition. You’ll often hear about the “power of three” in fairy tales, and I like to think that we were riding on some powerful “three” tailwinds as we pursued a “top three” placement. To begin with, we organized three advisory meetings, aligned with three faculty advisors, and did due diligence on three start-ups over three days of competition.

Through the School of Accounting and Finance’s External Subsidy Program, my teammates and I were selected to compete in the Fast Pace to the Case Competition. This was an Ontario-wide accounting case competition that put our case writing and teamwork skills to the test.