1. PRESENTED BY Debbie Fischer –Director, Center of Finance –Northeast High School Janice Mobley –Team Teacher –Northeast High School Debbie Rogers –Vice President of Administration –Pinellas County Teachers Credit Union

2. From Start To Finish A Credit Union On Campus Is Born

3. Northeast High School

5. TAMPA BAY SPORTS

7. AGENDA How To Develop A Credit Union Tools & Materials Final Thoughts Questions/Answers

8. GOAL Develop a strong business partnership to create your own student-run credit union

9. Administrative Support Involve from the beginning Share enthusiasm Provide support over obstacles Provide liaison

10. SELLING THE PROGRAM

11. SPECIFIC NEEDS Mentoring Job shadowing Tutoring Internships

12. STEPS TO BUILD YOUR BUSINESS PARTNER BASE Define your potential base of business partners Recruit your business partners Organize your advisory board Define the business partners’ roles and responsibilities Develop an activities calendar Recruit business partners into the classroom Recruit business partners to provide field trip sites

13. Steps To Build Your Business Partner Base Recruit business partners as mentors Develop formal partnerships with organizations Make your local college a business partner Respond to any business partner concern Publicize your business partner activities Continually expand your business partner contacts Value your business partners

14. Developing The Vision

15. Determine the business opportunity/business partner that best fits your program Step 1

16. Step 2 Interview and meet with potential business partners. Present your ideas and include the benefits to all parties involved Students School Business partners Community

17. THE STUDENT-RUN PROJECT Site visits Search web Network with teachers Attend conferences Involve business partners

18. Step 3 Determine the best location/classroom for the student-run business.

19. Step 4 Name your business and create a new logo. Be sure to include –Program Director –Business Partner –Students

20. PCTCU Viking Branch

21. Step 5 Create a business plan between the school and business partner.

22. Student Benefits Train with professionals Provide opportunity to learn management skills Become one of a very small select group Experience hands on opportunities Develop actual work experience Learn procedures used in the finance industry Create teamwork atmosphere Improve communication skills Enhance self esteem Foster school spirit

23. Staffing Manager Assistant Manager Head Teller 4 Tellers 3 Member Service Advisors Receptionist 3 Auditors 6 Marketing

24. Staffing Job descriptions Employee handbook

25. Products & Services Limited Service –Loans –IRAs Full Service –Savings accounts –Club accounts –Checking accounts –ATM cards –Certificates of deposit –Teen Accounts Procedures Manual

26. Training

27. Auditing Transactions New accounts ATM cards Checks Teller cash Vault cash

28. Marketing In-school branch marketing Marketing materials Advertising Direct mail Promotions Giveaway items Signage Displays Outside school marketing

29. Security

30. Business Plan Legal notifications Contacts Signatures/approval Ongoing operational responsibilities

31. THE VIKING BRANCH PROJECT Computers & technology Benefits to students Training Auditing Marketing Staffing Service Legal notifications Storage of supplies Furniture Electrical Design Equipment Wiring Lighting Fixtures Security Cameras Facility

32. Step 6 Contact businesses throughout the community for donations and assistance in the set-up of your student-run business.

33. Step 7 Consider a ribbon-cutting and/or open house and invite everyone involved in the process. –School faculty –Students –School administrators –Business partners –Chamber of Commerce

34. Ribbon Cutting Ceremony

35. Program Structure Classroom Credit Student Trainers Paid Internships Team Meetings College Articulation

36. MULTIMEDIA PRESENTATION See the Viking Branch in action

37. Results of the Project Working as a team Coming to class Providing additional assistance Improving attendance and class participation Providing school wide financial literacy Display positive professional image Display positive behavior

38. DISTRIBUTION OF MATERIALS Brochures –Business Partners –Center of Finance –Viking Branch Credit Union Check List Business Partner Introductory Letter Steps to Build Your Business Partner Base Sample letters

39. ANY QUESTIONS?

40. Debbie Fischer 727-570-3138, ext. 1021 Debbie_Fischer@places.pcsb.org Janice Mobley 727-570-3138, ext. 1113 Janice_Mobley@places.pcsb.org Debbie Rogers 727-431-7304 Drogers@pctcu.com Need Help - Contact