Financial Education Programs

Foundation Highlights

Financial Education in a Virtual World

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 and offer suggestions to utilize the Biz Kids program in a virtual setting.

Movie ReelFinancial Education in a Virtual World

Here is the updated Financial Fitness Tournament info for 2020.

During a time when students were losing out on the last semester of in-person school, prom, graduation events, sports and social interaction, the Southeastern Credit Union Foundation found a way to keep two of our main financial education events alive. The Financial Fitness Tournament, where credit unions can work with teams of high school students to educate them on various financial topics and then motivate them to compete against other teams all across the states of Florida, Alabama and Georgia in a head to head trivia style competition, was altered to become an individual competition. Students were sent a link that contained the study material and online game. Each student then competed online in May and earned an overall “financial fitness score” based on various criteria. Out of 41 students finishing out the season, representing 13 Chapters, our 2020 winners were as follows:

1st Place $1,000 Score City, State Credit Union
Will H. 204.2 Tuscaloosa, AL Alabama One CU
Verity P. 170.5 Key West, FL Keys FCU
Sebastian B. 158.2 Tampa, FL Suncoast CU
2nd Place $500 Score City, State Credit Union
Micayla H. 145 Gadsden, AL Family Savings CU
Heidy G. 135.2 Hollywood, FL SUN CU
Vaneeza R. 119.8 Tuscaloosa, AL Alabama One CU
3rd Place $300 Score City, State Credit Union
Ashley P. 108.4 Key West, FL Keys FCU
Michael O. 100.75 Mobile, AL Naheola CU
Lauren H. 95.2 Gadsden, AL Family Savings CU

The 2021 Financial Fitness Tournament will likely be a combination of the online components with a plan for an in-person final Championship. To learn more and to participate, email juli.lewis@lscu.coop

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! Learn more about how your credit union can use Biz Kids within the Biz Kids section.

Click here to view previous years tournament information.

Reporting Financial Presentations

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
2018-2019 Florida 934 7 51,509 5
2017-2018 Florida 574 11 31,327 8
2018-2019 Alabama 112 18 19,348 12
2017-2018 Alabama 76 22 2,382 26
2018-2019 Georgia 24 27 1,110 28

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):

Nathan Lombard
NYIB Southeast Regional Coordinator
Nathan Lombard, Redstone FCU
NLombard@redfcu.org
Learn more about Nathan

Jacquie Johnson
NYIB Alabama State Voting Delegate
Jacquie Johnson, Alabama One CU
JacquieJohnson@alabamaone.org
Learn more about Jacquie

Michael Rathjen
NYIB Florida State Voting Delegate
Michael Rathjen, VyStar CU
RathjenM@vystarcu.org
Learn more about Michael

Aaron Chestnut
NYIB Georgia State Voting Delegate
Aaron Chestnut, Georgia United CU
aaron.chestnut@gucu.org
Learn more about Aaron

Reality Fairs

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:

Identify Wants vs. Needs
Budget Household Income
Balance a Checkbook
Establish a Savings Plan

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 secuf@lscu.coop.

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 secuf@lscu.coop for each event at least one week in advance.

Movie Reel Virtual Reality Fair Sample Session

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.

Reality Fair Student Survey

Check out the training videos for more information.

10 Under Ten Logo
Financial Fitness Tournament

During a time when students were losing out on the last semester of in-person school, prom, graduation events, sports and social interaction, the Southeastern Credit Union Foundation found a way to keep two of our main financial education events alive. The Financial Fitness Tournament, where credit unions can work with teams of high school students to educate them on various financial topics and then motivate them to compete against other teams all across the states of Florida, Alabama and Georgia in a head to head trivia style competition, was altered to become an individual competition. Students were sent a link that contained the study material and online game. Each student then competed online in May and earned an overall “financial fitness score” based on various criteria. Out of 41 students finishing out the season, representing 13 Chapters, our 2020 winners were as follows:

1st Place $1,000 Score City, State Credit Union
Will
Will H.
204.2 Tuscaloosa, FL Alabama One CU
Verity P. 170.5 Key West, FL Keys FCU
Sebastian
Sebastian B.
158.2 Tampa, FL Suncoast CU
2nd Place $500 Score City, State Credit Union
Micayla H. 145 Gadsden, AL Family Savings CU
Heidy G. 135.2 Hollywood, FL SUN CU
Vaneeza R. 119.8 Tuscaloosa, AL Alabama One CU
3rd Place $300 Score City, State Credit Union
Ashley P. 108.4 Key West, FL Keys FCU
Michael O. 100.75 Mobile, AL Naheola CU
Lauren H. 95.2 Gadsden, AL Family Savings CU

The 2021 Financial Fitness Tournament will likely be a combination of the online components with a plan for an in-person final Championship. To learn more and to participate, email juli.lewis@lscu.coop

Click here to find out more about the Financial Fitness Tournament.

Suggested grade level: High School

Biz Kids

The Show
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.

Educational Resource
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!

Biz Kids 2020

Virtual Biz Kids competition sample.

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.

Books Make Cent$

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 Berenstain Bear's Trouble With Money Curious George Saves His Pennies
 
Pigs Will Be Pigs Alexander Who Used to be Rich Last Sunday
 
One Cent Two Cents Old Cent New Cent Joe the monkey learns to spend smart
 
Joe the Monkey Saves for a Goal Joe the Monkey Learns to Share
 
How Much Is That Doggie In the Window Tia Isa Wants a Car
Training Library

BLING-OO

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).

10 Under Ten

Movie Reel Reality Fairs: The Basics

Movie Reel Reality Fairs: Getting Ready for Game Day

Movie Reel Reality Fairs: Volunteer Training

Cash Hash Archive

Movie ReelApril 2020 - Savings & Checking Basics

Movie ReelMarch 2020 - Needs vs Wants During the Pandemic

Movie ReelFebruary 2020 - Payment Methods

Movie ReelOctober 2019 - Holiday Spending Tips

Movie ReelSeptember 2019 - Saving Early for Retirement

Movie ReelAugust 2019 - Back to School Savings Tips

Movie ReelJune 2019 - Entrepreneurship

Movie ReelApril 2019 - Fiscal & Physical Health Connection

Spanish Resources
Biz Kids - Spanish
Next Gen Personal Finance - Spanish (sign up for a free teacher account and then chosse the Spanish course option)
Money Smart - Spanish This is FDIC's Money Smart program and it is in Spanish! They even have webinars coming up on how to present the material (train the trainer) and everything is free...excellent quality for high school and adults.
Smart About Money - Spanish Articles
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