- MEMBER ENGAGEMENT
Interested in learning about our latest initiatives? Connect with us today!
If your credit union intends to participate in any of the following of the workshops or competitions below, please click here to sign-up to recieve additional materials and information.
Is your credit union looking for ways to connect with students during this time of uncertainty? Schools may not be open to visitors, learning may not be done in the traditional way, but credit unions are adapting and are still able to support students through financial education in a time when it is needed more than ever. Join the Southeastern Credit Union Foundation as we provide complimentary expert training to enable your credit union to facilitate virtual reality fairs, financial fitness competitions and offer suggestions to utilize the Biz Kids program in a virtual setting.
The Mad City Money Simulation transforms the classroom into a fun, interactive city where teens adopt new identities that include instant families, careers and other financial responsibilities. Mad City Money, filled with mock merchants, includes a pushy car salesperson and a commission-based Realtor, who give teens a true taste of the real world. In this fun, comfortable environment, teens learn how to:
Suggested grade level: Middle to high school (adaptations can be made for younger groups or special education students).
To purchase your own Mad City Money kit through CUNA, click HERE.
The Southeastern Credit Union Foundation is also excited to be able to provide a VIRTUAL reality fair option through 2020 at no cost to your credit union. If your credit union is interested in hosting the virtual version of “Bite of Reality” reality fair, contact email@example.com.
Click the training video below to view our pilot session of the virtual reality fair. You are welcome to use this as a training tool for your credit union to facilitate the fairs. You will simply need to request a code from firstname.lastname@example.org for each event at least one week in advance.
Measuring impact is an important part of any financial education program. To assist the Southeastern Credit Union Foundation in measuring impact of this program, please have students complete the survey below BEFORE and AFTER participating in the reality fair. We suggest sending the survey link directly to the teacher to have them filled out online and include the survey link again in your follow-up email after the activity.
Check out the training videos for more information.
What is a Financial Fitness Tournament?
The Financial Fitness Tournament is a way to engage teens and young adults and promote financial education through an interactive on-line trivia-style game. Credit unions can take the lead on teaching the material and facilitating the competition or simply provide the materials to teachers for use in the classroom. Make Financial Football a part of the classroom curriculum with integral, engaging lesson modules. Each module is structured as a comprehensive teaching tool for easy integration into classroom curriculum or a fun after school program. Students learn key concepts about saving and spending, budgeting and the wise use of credit in preparation for gameplay. The modules are available for three age levels — Rookie (11-14), Pro (14-18) and Hall of Fame (18+).
Interested in holding your own Financial Fitness Tournament? Although the Southeastern Credit Union Foundation will not be holding a Championship tournament in 2021, we are providing all the tools your credit union needs to hold a tournament of your own!
What are the benefits?
Click on the links below for tools to help with facilitating a Financial Fitness Tournament:
Study Modules and Instructor Materials: (Suggested materials come from Visa's Financial Football Game)
Rookie Level (Suggested for Middle School)
Pro Level (Suggested for High School)
Hall of Fame Level (Suggested for College or Adults)
Biz Kid$ is a national financial literacy initiative based on the Emmy Award-winning public television series where kids teach kids about money and business. The series consists of 65 episodes, each of which reaches more than one million viewers around the world. Using a clever blend of entertainment and education, each episode shows kids how to make and manage money by introducing concepts of financial literacy and entrepreneurship. To keep young viewers engaged, the series includes a fast-paced mix of direct education delivered by young actors, sketch comedies, animation, and stories featuring real-life young entrepreneurs.
The show is complemented by a resource-rich website, free lesson plans for teachers, outreach activities, and a monthly email newsletter. https://bizkids.com/. To assist credit unions in using Biz Kids to connect with students, the Southeastern Credit Union Foundation created a “Biz Kids Showcase” competition where students (recommended for ages 10-18) can put their creative minds to the test by coming up with and developing their own business ideas!
The Southeastern Credit Union Foundation’s Biz Kids Showcase also took on a new format half-way through, showing the adaptability, creative side and dedication of the SECUF. The SECUF began with workshops in Tuscaloosa, Birmingham and Tampa, hosting approximately 200 students ages 10-18. The students were introduced to entrepreneurial activities and knowledge from the Biz Kids TV series and asked to come up with a business plan, either independently or working in a group. The group would then come back together in April for a showcase where “investors” could hear their business ideas and vote on those they thought had the most promise. However, at the onset of the COVID19 Pandemic, the SECUF immediately came up with an alternative plan where participants could earn points for attending up to 4 webinars, submitting their business plan on time and creating a website to showcase their business online. Investors then judged the websites and came up with an overall winner based on points accrued, business idea and website. Jada W from Birmingham Alabama, sponsored by Alabama One CU was named the Biz Kids Champion. She received $500 and an invitation from the University of Alabama at Birmingham to intern with their football team as their sports photographer. The future is bright for this rising high school senior!
Suggested grade level: 5th - High School
To learn more about Biz Kids or to inquire about a virtual Biz Kids Showcase or facilitating a showcase in your area, email Juli Lewis.
Credit unions facilitating financial workshops (virtual or in-person) should report their presentations to the National Youth Involvement Board throughout each school year.
Formed in 1971, the National Youth Involvement Board (NYIB) is a resource for credit unions and credit union professionals to learn about and share information on youth saving and marketing programs, discover financial education resources, showcase individual accomplishments, and collaborate with peers.
Check out nyib.org for information on their annual conference.
Financial stats for Florida, Alabama and Georgia (as reported through the NYIB):
|State||# of K-College Presentations||U.S. State Ranking for Presentations||Total # of Students Reached||U.S. State Ranking for Students Reached|
Reporting of your presentations may be done HERE. This collection of information is important, as it can be used to show state and national legislators the difference credit unions make in our communities. Individual reporting efforts combine to create a great body of evidence for telling the credit union story and for showing our impact, both locally and across the nation.
Thank you to our NYIB State Voting Delegates and Southeast Regional Coordinator, serving as volunteers to help lead this organization (feel free to contact them for assistance with reporting or questions regarding the NYIB):
Looking for an interactive way to introduce elementary level students to credit unions and basic financial concepts while building relationships with schools and community partners? Check out Books Make Cent$!
Suggested grade level: Elementary
Download a suggested lesson plan by clicking on a book below.
The Southeastern Credit Union Foundation offers a way to engage students of all ages. It’s similar to the familiar classic, BINGO, but with a twist. Download the directions HERE. Use the “Bling-oo” format as a review or as an interactive way for participants to follow along during a workshop. Terms can be changed to suit any topic.
Email Juli Lewis for a customized set at no charge (donation to the SECUF is appreciated).
Money Management: Cash Flow, SMART Goals, Decision Making, Creating a Spending Plan & Maintaining a Positive Cash Flow
Borrowing: Using Credit, Credit Costs, Credit Rating, Borrowing Rights & Identity Fraud
Earning Power: Invest in Yourself, Job Benefits and Options, Pay and Taxes, Lifestyle & Plan for Change
Investing: Putting Savings to Work, How Investing Works, Choosing Investments & Investing Strategy
Senior AVP, Schools Programs
Redstone Federal Credit Union
Nathan has been with Redstone FCU since 1985 and began their “Schools Program” in 2016. They currently have five student-run High School branch offices in North Alabama and Middle Tennessee and have three College/University Branch offices on campus with student employees.
Previous roles: Teller, MSR, Fraud Investigator, Branch Management, AVP/Real Estate, AVP/Retail Delivery.
Nathan currently serves on Calhoun Community College Co-Op Advisory Board, Secretary and Member of the Executive Committee of the National Youth Involvement Board, and Member of the Decatur/Morgan County Workforce Coalition. Graduate of Madison County Leadership – Masters Class.
“I helped build the Schools Program from the ground up. It is very fulfilling watching the development of Youth as they are exposed to financial literacy. In our branches, students work in a live environment while at school, processing the basic transactions available in any branch office. Some have continued their involvement after graduation, working at Redstone Federal Credit Union as a career. Whether they continue in the financial industry or not, they receive valuable life skills that will be a benefit to them throughout their lifetime.”
Financial Wellness Manager
Alabama ONE Credit Union
Jacqueline (“Jacquie”) Johnson is the Financial Wellness Manager at Alabama ONE Credit Union. Jacquie describes this position as her dream job where she gets to share her passion of financial literacy and educating people on how to live a better financial life. Jacquie has worked in corporate America in the fields of business and banking for over 25 years.
In 2012, Jacquie decided to make a major career shift and enter the non-profit arena. The non-profit sector allowed Jacquie to pursue her true passion for addressing the educational needs of adolescents and ensuring that the proper community resources are in place to provide the support they need. In 2012, Jacquie co-founded and was the CEO/President of Bright Minds Youth Development, a non-profit organization that serves the youth and young adults in underprivileged areas.
Jacquie is not only a wife, a mother of 3 teenagers, but she is now (as of June 2020) a published author. Her first book, “Girl Listen: No Regrets…Just Lessons Learned” can be found on Amazon. Jacquie holds a Masters of Arts – Human Resource Development from Webster University and a Bachelor of Science – Business Administration/Finance from Georgia Southern University. Past Affiliations: American Institute of Banking (AIB) – Instructor; American Cancer Society – Executive Board Member (Pinellas County) and Volunteer Jacksonville, Inc., Blue Print for Leadership Class of 2001.
Vice President, High School Branch Program
VyStar Credit Union
Michael has been Vice President of VyStar’s High School Branch Program since 2012 and has been with VyStar since 2009. He serves on multiple career academy advisory boards for local high schools, serves as a School of Business Advisory Committee member for Florida State College of Jacksonville, serves on the YMCA Advisory Board for Clay County, FL and serves as the state delegate of Florida for the National Youth Involvement Board.
He and his wife live in Clay County Florida and have three beautiful daughters, ages 18, 14 and 9.
“When it comes to having a plan for your money, you can either make the time to prepare for your future or you will take time to repair from your past.”
Chief Marketing Officer
Georgia United Credit Union
Aaron Chestnut is the Chief Marketing Officer (CMO) at Georgia United Credit Union. At the credit union, Aaron leads overall brand, marketing, advertising, media relations, digital channel strategy and business/community development from strategy, to execution, measurement and refinement. Specific areas of focus include member marketing, brand management, traditional & digital advertising, events, social media, sponsorships, PR, internal communication, database marketing, research, 501(c)(3) foundation programs, workplace partner programs and financial education seminars/programs.
Aaron has over 25 years of marketing experience. Prior to joining Georgia United, he served as Chief Marketing Officer at First Tennessee Bank leading marketing strategy, which included oversight of retail marketing, business marketing, affluent/wealth marketing, brand management, customer insights/research, sponsorships, websites, social media, Salesforce.com and database marketing.
In addition to First Tennessee, he has worked in senior marketing roles for other noteworthy companies such as AOL, Quicken Loans and Fathead.
Aaron has been married 26 years to his wife, Amy, and has two daughters, Rachel and Shannon. He is originally from Michigan and enjoys traveling with family, playing tennis and painting. Aaron has a Bachelor’s of Business Administration in Marketing from Western Michigan University and a Master’s of Science in Finance from Walsh College.