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Elementary School Credit Union Branch Pilot Program

Elementary School Credit Union Branch Pilot Program. Jefferson Elementary and. Why An Elementary School Branch?. Current economic times reflect strong need for financial education, even for youngest students.

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Elementary School Credit Union Branch Pilot Program

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  1. Elementary School Credit Union Branch Pilot Program Jefferson Elementary and

  2. Why An Elementary School Branch? • Current economic times reflect strong need for financial education, even for youngest students. • In-School Branch will help teach students wise saving, spending, and sharing habits • Reach out to Jefferson students and families to improve access to financial literacy education and opportunities • Develop healthy attitudes between students and their money • Build a healthy connection between students and their money

  3. Why Community First? • Community First (CFCU) has an extensive background and record of leadership in financial literacy efforts. • Northeastern Wisconsin, Wisconsin and the United States • Strong relationship with AASD: financial literacy focus • High School Branches in every AASD High School • Reality Check Program 2x/year in each High School • Governor’s Council on Financial Literacy • Money Smart Week • Passion • Jefferson Parent

  4. Jefferson Elementary Branch Provides opportunities forALLstudents • Student employees w/ CFCU supervision. • Be a member and make deposits • CFCU will fund a $5 Savings account on their behalf if they choose to open. • Activity Days for everyone to participate

  5. Where and When? • Branch & Activity Area in the Cafeteria • Two CFCU Run Days/Week • Open on November 5th • Activities in advance of opening include hiring students to run the branch, student selection of logo, account openings Tuesday- Activity Day over lunch hour Thursday- Deposit Day over lunch hour

  6. How & Who? Community First team members: • Provide planning, staffing and supervision for Activity & Deposit Days • Camp Songs, Book Reads, Classroom Jeopardy, Outdoor Activities Students: • Members, Participate in Activities, Work at Branch • To provide hands-on experience, students will run branch on deposit day (with Community First adult supervision) • Greeters, Cash Handlers, Computer Operators Jefferson Elementary Staff: • Utilize Branch • Support of concept among students • Collect and Distribute Deposit Pouches on Deposit Days • Utilize CFCU staff, resources for presentations & support.

  7. Questions?

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