1. High School and College Partnerships
Presented by:
Eleshia Kalish, Manager II
CFE High School Branches
And
Katie Bowman, Senior Relationship Manager
Community Engagement & Partnerships
Partnerships| mycfe.com

2. CFE Who is CFE? INTRODUCTION Intro Partnerships| mycfe.com
We are approximately 500 employees in Central Florida.
Orange, Osceola, Seminole and Lake County. (one branch in Volusia)
22 branches (soon to be 23 – Poinciana)
6 High school branches (soon to be 9)
Serve over 160,000 members
Hold just over $1.8 billion in assets
Est Orange County Teachers Credit Union
Community charter – March 2006
CFE's field of membership is based on a community charter. Therefore, anyone who lives, works, worships, volunteers, or attends school in Orange, Osceola, Seminole, or Lake County may join. Businesses and other legal entities may join as well. If you become a member of CFE, your immediate family members are automatically eligible to join. Immediate family members include parents, children, grandparents, siblings, spouse, and stepparents.
Who is CFE?
Intro Partnerships| mycfe.com

3. TOPICS High school branch program University partnership
TODAY’S
High school branch program
University partnership
State college partnership
Q & A
Agenda Partnerships| mycfe.com

4. CFE HIGH SCHOOL BRANCH PROGRAM
Presented by
Eleshia Kalish
Manager II, CFE High School Branches
HS Partnerships| mycfe.com

5. Our 1st High School Branch
High School Program History
In an effort to increase financial literacy among high-school students, CFE Federal Credit Union launched the High School Branch Program in 2008.
We currently sponsor branches in 6 Florida High Schools: Timber Creek High School, Lake Brantley High School, Poinciana High School, Boone High School, Oak Ridge High School, and Colonial High School.
Our 1st High School Branch
Paw Print Branch
Est. January 2009
Partnerships| mycfe.com

6. Creating a High School branch:
HS Partnerships| mycfe.com

7. Operating a High School Branch:
HS Partnerships| mycfe.com

8. High School Branch Marketing
Promotions throughout the school year
Faculty and Staff Days
New Account Student Applications
Financial Literacy Presentations
School Specific Debit Card Products
HS Partnerships| mycfe.com

9. High School Branch Spotlight
Oak Ridge High School
The JA Academy is a magnet school in partnership with Orange County Public Schools that teaches students leadership and entrepreneurial skills through an integrated and challenging high school curriculum.
90% of the student tellers from this branch are members of the Junior Achievement.
HS Partnerships| mycfe.com

10. High School Branch Spotlight
NAF’s Academy of Finance connects high school students with the world of financial services, offering a curriculum that covers entrepreneurship, banking and credit, financial planning, international finance, securities, insurance, accounting, and economics, among other topics.
All students tellers from the Boone and Brantley Branches are apart of the Academy of Finance program.
HS Partnerships| mycfe.com

11. Why we ♥ the High School Branch Program
Financial Literacy
Real World Workforce Skills and Experience
Resume and College Application Builder
Paid Summer Internship
CFE Scholarship Opportunities
Part time and full time job opportunities upon graduation
Future Benefits
HS Partnerships| mycfe.com

12. Program Expansion
We’ve had a very successful 10 years in this program and we’re continuing our expansion! We’re currently in the implementation phase of adding three new High School Branches.
Lake Howell High School
Ocoee High School
St. Cloud High School
1 in each of the 3 counties of the school board’s affiliation.
HS Partnerships| mycfe.com

13. University of Central Florida
UCF FCU merger with CFE
March 2011
3 branches
UCF Commons (off campus)
UCF Campus
UCF Challenger  East Orlando
UCF Federal Credit Union has been on campus for more than 40 years
Market Days, Light-Up UCF, and a $5K Tuition Giveaway
Market Days are held every Wednesday throughout the semester, our staff wore clever t-shirts and offered account opening incentives that got the students’ attention.
students would use their smart-phones to enter for a chance to win $5,000 towards tuition.
Thousands of fans were distributed donning the image of the campaign mascot, Jack the Jester, and students were asked to take a picture with him using their smart-phones. Then, using the mobile application Instagram, students could upload the photo and give UCF Federal Credit Union a shout-out by “#hashtagging” our special code, and by doing that, they were automatically entered to win.
University Partnership| mycfe.com

14. UCF keeps growing… Partnership with UCF Athletics
“Official Financial Institution of UCF Knights”
Use of UCF’s marks/logos
Branding on campus assets
Game Entitlement (televised)
Student Gate branding
Game Day exposure
2014 Football program ad
University Partnership| mycfe.com

15. Indoor and outdoor assets
CFE Arena
Naming Rights to arena: May 2013
Naming rights to arena in May 2013
Employees
Graduations
Towers residents
Naming rights: May 2013
Branch opens 2014
Indoor and outdoor assets
ATMs
UCF Basketball
Events, concerts, shows
University Partnership| mycfe.com

16. UCF Knights Debit Card
Show off your Knight pride with an official UCF debit card from CFE Federal Credit Union.
Every time you use the card for every day purchases, CFE makes a donation to UCF Athletics.
CFE has locations in the John T. Washington Center, CFE Arena and University Commons plaza.
CFE also has five ATMs on the UCF campus.
The card can be used anywhere VISA is accepted.
University Partnership| mycfe.com

17. More with UCF: University Partnership| mycfe.com
Campus Events & Sponsorships
Multi-Event Sponsorships
Athletic Events
Financial Literacy & Education
Scholarships
Item Donations
Marketing Opportunities
Plan It Calendar Holidays
Community Service
Affiliations
University Partnership| mycfe.com

18. CFE Partnership with Seminole State College
“Preferred Credit Union of Seminole State College”
Partnered through The Foundation for Seminole State College
10-year contract signed in 2014
Affinity Debit card program
ATMs on each campus (4 campuses)
State College Partnership| mycfe.com

19. Seminole State Debit Card
CFE offers a Seminole State-branded affinity debit card.
Every time the debit card is used, CFE will donate back to the Foundation for Seminole State College.
Give back every time you spend!
State College Partnership| mycfe.com

20. Partnership with Seminole State College
CFE Sponsors Foundation events, including Dream Gala, Dream Cup and Presidents’ Club
Supports various programs on campus, such as College Speakers Series, Theatre department, Athletics, Career Development and more
Offers job shadowing opportunities for students each semester
Participates in Student Life and other student events on all four campuses
State College Partnership| mycfe.com

21. Partnership with Seminole State
Financial Literacy
CFE offers financial literacy workshops for students and employees that can be customized to meet the class or club’s needs.
Some topics include:
Basic Budgeting
Establishing/Repairing Credit
Debt Management
Identity Theft
Repaying Student Loans
Investment Basics
CFE can work directly with professors and departments to design the exact program they are looking for.
State College Partnership| mycfe.com

22. QUESTIONS ?
Partnerships| mycfe.com

23. CFE Federal Credit Union mycfe.com
Join us on Social Media!
@mycfe
Partnerships| mycfe.com