1. Welcome to the Academy of Finance
Debbie
Northeast High School
St. Petersburg, FL

2. Introduction Debbie Fischer, AOF Director
Elisa Petro, Academy Accounting Teacher
Maggie Saturley, Academy English Teacher
Dawn Huber, Achieva Credit Union, AOF Advisory Board Member
Introduce each person.

3. AOF Mission Statement Students will
Learn business skills to prepare for the future
Learn money management by making better financial decisions
Practice real-life workplace applications
Huber

4. Purpose
Inform participants how to develop internship opportunities.
Goal
Gain valuable knowledge of how to develop compensated internships for academy students.
Huber

5. Agenda Interactive Presentation Facilitated Discussion Group Activity
Large Group Discussion
10 Minute Break
Reports
Wrap Up
Saturley

6. What are Compensated Internships?
Paid internships in the community
Volunteer Hours towards Florida’s Bright Future Scholarship
75 hours
Academy Scholarship Opportunities
Elective Credits
Dual Enrollment College Credits for Program Completers
Uniforms
Campus Based Volunteer Opportunities
Fischer

7. Paid Internships Preparing for the Future
Achieva Credit Union
John Handel & Associates
New York Life
PSCU Financial Services
Raymond James Bank
Raymond James Financial
Fischer

8. Viking Branch Sponsored by Achieva Credit Union
Provides an opportunity to gain real world experience in the financial field.
Allows students to work with members, promote accuracy and efficiency, and learn to work under pressure.
Students are compensated by course credit, volunteer hours, and college credits.
Fischer

9. Viking Branch Internship
Processes for
Viking Branch Internship
Prepare resume
Complete application
Ninth grade behavioral interview (PSCU Financial)
Second interview (Achieva Credit Union)
Summer training (Achieva Credit Union)
Management
Teller
Member Service Advisor
Marketing
Auditing
Document volunteer hours towards Florida Bright Futures Scholarship
Compliance Training
Job Shadowing
Performance Evaluation
Fischer

10. Positions in the Viking Branch Branch Managers Assistant Managers
Member Service Advisors (MSA)
Head Tellers
Tellers
Auditing Team
Marketing Team
Trainers
Dawn

11. VITA Program Volunteer Income Tax Assistance Internal Revenue Service
The VITA program at Northeast High is a collaboration with the local office of the IRS to provide free tax preparation to the general public.  Students begin training at the end of November and conclude the end of January.  Towards the end of the training, students are then tested and certified to prepare tax returns electronically.  The VITA service officially starts on February 1st of each year and ends on April 15th, the end of tax season.  Students are responsible for scheduling, preparing, interviewing, and submitting tax returns electronically. 
Elisa
Evolution of the program – Consultation services by students traveling out into the community.

12. Work Habits Communication Team Member Ethics/Integrity Attire
Workplace Competencies
Attendance/Punctuality
Work Habits
Communication
Team Member
Ethics/Integrity
Elisa
Same skills on job sites are also reinforced on campus opportunities.
Ethics - Confidentiality
Attire

13. Advisory Board Provides paid internships for academy students.
Highly involved in providing experiential and financial components for the program.
Business Partners are a key component to the success of the Academy of Finance.
Serves as an advocate for the academy to educational, political, and business communities.
Provides paid internships for academy students.
Elisa
Provides industry expertise to support academy curriculum.
Consists of members of the business community that meet on a monthly basis.

14. Integrated Curriculum
9th Grade – Peer Editing, Presentation, Listening, and Interpersonal Skills, Job Applications, Professional Dress, Team Building, Mock Interviews
10th Grade – Resumes, Cover Letters, Research Skills, Behavioral Interviews, IAMME Program, Business Plan
11th Grade – Internet Research Skills, Ethics, Integrity, Junior Achievement, Video Conferencing
12th Grade – Certifications, Portfolios, Franklin Templeton Presents
Maggie

15. Activity
Maggie
30 minutes of work time

16. Team Time to Complete Compensated Internship Template – 20 minutes

17. Break Time Distribute tickets as participants enter room after break.
Draw two prizes for returning on time.

18. Teams Report

19. Contact us at Maggie Saturley Debbie Fischer
University of South Florida
Dawn Huber
Achieva Credit Union
Debbie Fischer
Northeast High School
Elisa Petro
Debbie

20. Closing Remarks and Questions
Draw for two prizes again