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

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.

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

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

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

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

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

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

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

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

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.

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

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.

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

Activity Maggie 30 minutes of work time

Team Time to Complete Compensated Internship Template – 20 minutes

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

Teams Report

Contact us at Maggie Saturley Debbie Fischer University of South Florida msaturley@me.com Dawn Huber Achieva Credit Union dhuber@achievacu.com Debbie Fischer Northeast High School fischerd@pcsb.org Elisa Petro petroe@pcsb.org Debbie

Closing Remarks and Questions Draw for two prizes again