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PRESENTED BY

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

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PRESENTED BY

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  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 FinishA Credit Union On CampusIs Born

  3. Northeast High School

  4. Sun Fun

  5. TAMPA BAY SPORTS

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

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

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

  9. SELLING THE PROGRAM

  10. SPECIFIC NEEDS • Mentoring • Job shadowing • Tutoring • Internships

  11. 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

  12. 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

  13. Developing The Vision

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

  15. 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

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

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

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

  19. PCTCU Viking Branch

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

  21. 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

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

  23. Staffing • Job descriptions • Employee handbook

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

  25. Training

  26. Auditing • Transactions • New accounts • ATM cards • Checks • Teller cash • Vault cash

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

  28. Security

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

  30. 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 THE VIKING BRANCH PROJECT

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

  32. 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

  33. Ribbon Cutting Ceremony

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

  35. MULTIMEDIA PRESENTATION • See the Viking Branch in action

  36. 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

  37. 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

  38. ANY QUESTIONS?

  39. Need Help - Contact 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

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