citi cards and kcee partnership 10 year, $200 million commitment to financial education focusing...

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Page 1: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,
Page 2: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Citi Cards and KCEE Partnership

• 10 year, $200 million commitment to financial education

• Focusing efforts in three areas: Personal Financial Education, Small Business Financial Education and Institutional Financial Education.

• Citigroup Regional Council (Kentucky, Indiana and Ohio)

CitiFinancial, SmithBarney, Citi Cards and Primerica

• Regional Council in search of a Turn Key project, something that was much more than just a sponsorship.

• Invited the Kentucky Council to our regional conference in Florence, Kentucky, at the Citi Cards site in June of 2005.

• KCEE provided a rare opportunity to have employees from 3 states working together on a financial education initiative.

• Employees have an opportunity to be engaged in a project which they are an active participant.

Page 3: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Introduction Moderator gives a brief synopsis of Citigroup and

the purpose of the visitPlay DVD Ump’s Fwat – An Annual Report for Young

PeopleDebriefing Questions

Activity 1 The Woolly Mammoth Burger FactoryActivity 2 The Woolly Mammoth Burger Market DayActivity 3 Do I Spend, Save, or Give Back?Closure Recap activities and present gift card

Citigroup School Visit Schedule

(approximate time – 2 hours)

Page 4: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

“Ump’s Fwat”

Page 5: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Q. Who was Ump?

“I know, I know… an entremanure!”

oops..(entrepreneur)

Page 6: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

I wonder if I could ever be an

Entrepreneur, like Ump?

Page 7: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Activity 1

TheWoolly Mammoth

Burger Factory

Page 8: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Woolly Mammoth Burgers Specifications

2 inch bun (need 2) yellow

Round 1 – measure with ruler

Round 2 – measure with metal cup

1 ½ inch meat blue

Round 1 – measure with ruler

Round 2 – measure with bottle cap

3 dabs ketchup red

2 pickles green

5 sesame seeds(use pencil)

Page 9: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Capital Resources needed…

Page 10: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Getting last minute instructions…

Page 11: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

“Let’s go to work!”

Page 12: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

We are human capital!

Page 13: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,
Page 14: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Activity 2

Woolly Mammoth Burger

Market Day

Page 15: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

16 flinks per burger. 16 flinks per burger.

Page 16: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,
Page 17: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Activity 3

Decisions! Decisions! Decisions!

Do I Spend, Save, or Give Back?

Page 18: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,
Page 19: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,
Page 20: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

Decision Time!

Page 21: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

What will you do with your flinks?? Spend? Save? Give

back?

Page 22: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

The Give Back Jar is Full!!

Page 23: Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing efforts in three areas: Personal Financial Education,

The smiles

say it all!