on (mn) - eric · report. institution chicago public schools, ill. spons agency illinois state...

42
DOCUMENT RESUME ED 361 542 CE 064 521 TITLE Tech Prep Program in Financial Services. Final Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. Dept. of Adult, Vocational and Technical Education. PUB DATE 31 Aug 92 NOTE 52p. PUB TYPE Reports Descriptive (141) EDRS PRICE MF01/PC03 Plus Postage. DESCRIPTORS *Business Education; *Critical Thinking; *Financial Services; High Schools; High School Students; *Integrated Curriculum; Internship Programs; *Program Development; *Program Effectiveness; School Business Relationship; Summer Programs; Thinking Skills IDENTIFIERS Chicago Public Schools IL; Tech Prep ABSTRACT A tech prep program in financial services, called Chicago Academy of Finance, was developed at Jones Metropolitan High School of Business and Commerce in Chicago, Illinois. The program was designed to integrate vocational and academic skills, with an emphasis on critical thinking skills. Of the 39 students initially enrolling in the first llth-grade tech prep class, 34 (877.) completed their first year. Most program completers were either African American (73.2%) or Hispanic (24.4%) and female (82.9%). More than 90% of these students completed the program with a grade-point average of C or better. All students eligible for internships were successfully placed in paid summer positions. A pre-academy for 9th- and 10th-grade students at Jones High School was also launched in September 1992. The program benefited from significant participatory planning and involvement of a local summer youth jobs program and business advisory council and received the Connections 2000 award for innovative curriculum integration development. (Appendixes include the following: project brochures and publicity materials; a list of implementation team members; student performance standards by program year; learning objectives, standards, and evaluation methods; program philosophy and academic and social policy statements; and reports on the project appearing in the school's newspaper.) (MN) Reproductions supplied by EDRS are the best that can be made from the original document. ***********************************************************************

Upload: others

Post on 04-Nov-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

DOCUMENT RESUME

ED 361 542 CE 064 521

TITLE Tech Prep Program in Financial Services. FinalReport.

INSTITUTION Chicago Public Schools, Ill.SPONS AGENCY Illinois State Board of Education, Springfield. Dept.

of Adult, Vocational and Technical Education.PUB DATE 31 Aug 92NOTE 52p.PUB TYPE Reports Descriptive (141)

EDRS PRICE MF01/PC03 Plus Postage.DESCRIPTORS *Business Education; *Critical Thinking; *Financial

Services; High Schools; High School Students;*Integrated Curriculum; Internship Programs; *ProgramDevelopment; *Program Effectiveness; School BusinessRelationship; Summer Programs; Thinking Skills

IDENTIFIERS Chicago Public Schools IL; Tech Prep

ABSTRACTA tech prep program in financial services, called

Chicago Academy of Finance, was developed at Jones Metropolitan HighSchool of Business and Commerce in Chicago, Illinois. The program wasdesigned to integrate vocational and academic skills, with anemphasis on critical thinking skills. Of the 39 students initiallyenrolling in the first llth-grade tech prep class, 34 (877.) completedtheir first year. Most program completers were either AfricanAmerican (73.2%) or Hispanic (24.4%) and female (82.9%). More than90% of these students completed the program with a grade-pointaverage of C or better. All students eligible for internships weresuccessfully placed in paid summer positions. A pre-academy for 9th-and 10th-grade students at Jones High School was also launched inSeptember 1992. The program benefited from significant participatoryplanning and involvement of a local summer youth jobs program andbusiness advisory council and received the Connections 2000 award forinnovative curriculum integration development. (Appendixes includethe following: project brochures and publicity materials; a list ofimplementation team members; student performance standards by programyear; learning objectives, standards, and evaluation methods; programphilosophy and academic and social policy statements; and reports onthe project appearing in the school's newspaper.) (MN)

Reproductions supplied by EDRS are the best that can be madefrom the original document.

***********************************************************************

Page 2: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

FINAL REPORT ABSTRACT

Official Project Title: Tech Prep Program in Financial ServicesDAVTE Funding Agreement Number: N/AProject Director: Diana L. RobinsonFunded Agency: Jones Metropolitan High School of Business and CommerceLocation of Funded Agency: 606 South State Street, Chicago, Illinois, 60605Time Period Covered: September 1, 1991 - August 31, 1992

Goals of Project and Relevancy to Vocational Education: This first year TechPrep implementation grant incorporates the goals stipulated under the federalCarl D. Perkins Vocational and Applied Technology Act of 1990:

- Integration of vocatic.lal and academic skills, with an emphasis on criticalthinking skills;

- Teaching of "all aspects of the industry";

- Provision of services to special needs students;

U.4. IMPARTMENT CP IDUCATP011Oar.* S Eaventnahr Aware,' ma OnOrooment

TIONALCZENST(314latINFOAMATION

Ton CIECIIMINII not oen rotOrk..0 alKh.na horn rIl. ovaon or aroan.1000Ong.n.song

o 01.n0r cnaopes nave one. mops na onoronaroonlaothon 001140

.PowftoevopnwAsmwmthwdom- Participatory planning of students, parents, school staff, community ====',"""m"

representatives and business in developing prog:ams.

Major Accomplishments of the Project:

- Of the 39 students initially enrolling in the first llth grade Tech Prep classat Jones High School, 34 (87%) completed the first year.

- Seven new students were enrolled in the program early in the school year,bringing the total completing the first year to 41.

- A majority of these 41 students were either African-American (73.2%) orHispanic (24.4%) and female 02.9%), thereby providing career opportunitiesto groups historically underrepresented in professional financial servicespositions.

- More than 90% of these students completed with a GPA of "C" or better.

- All of the students eligible for internships were successfully placed in paidsummer positions.

- Program planning and student recruitment occurred for the launch of aPre-Academy for 9th and 10th grade students at Jones in September 1992.

- Significant participatory planning and involvement occurred through theChicago Academy of Finance Advisory Board, the Career Preparation Initiativein Financial Services, Corporate Chicago "Hire the Future" (a summer youthjobs program), and the Business Advisory Council and Local School Council ofJones High School.

- The Tech Prep Program in Financial Services at Jones High School received theConnections 2000 Award for innovative curriculum integration development.

Products Delivered:

- Portfolio of Progress, 1 copy, delivered to CPS in May 1992Final Report, 2 copies, delivered to CPS on July 10, 1992Videotape, 3 copies, to be delivered to CPS by July 31, 1992

- Employer brochure and multi-purpose marketing kit, 15 copies,to CPS by July 31

"PERMISSION TO REPRODUCE THISMATERIAL HAS BEEN GRANTED BY

TO THE EDUCATIONAL RESOURCESINFORMATION CENTER (ERIC)

to be delivered

BEST COPY AVAILABLE

Page 3: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-2-

2. MAJOR AccampusHmEms AND SIGNIFICANT FINDINGS OF THE PROJECT

This program year witnessed the successful launch of a Tech Prep program infinancial services at Jones Metropolitan High School. The community collegepartner of _his program is Harold Washington College, one of the eight CityColleges of Chicago. P charter class of 39 students was recruited, screenedand enrolled; teachers were selected and a curriculum implemented; specialactivities to introduce students to professionals and careers in financialservices were provided; and paid summer internships were developed for allstudents who completed the program with at least a "C" average. All but twoof the eight program outcomes identified in the grant proposal have beenaccomplished, with the remaining two nearly completed'.

This Tech Prep program, called the Chicago Academy of Finance (CAF), isunique in three respects: (1) it is located in the only two-year publicbusiness high school in the nation; (2) it is based on an academy model ofacademic and vocational preparation developed by the National AcademyFoundation; and (3) it is being significantly strengthened through the workof a public-private employer commit..ee named the Implementation Team(I-Team) of the Career Preparation Initiative in Financial Services(CPI-FS).

Program activity during this first year of operation clustered in fourcategories: the recruitment, selection and education of the charter TechPrep class; program support provided by the CAF Advisory Board; the programenhancement work of the CPI-FS I-Team; and the development and launch of apre-Academy for 9th and 10th graders at Jones High School. Activityhighlights are provided below for each of these categori,es.

A. Recruitment, Selection and Education of Charter Class

- 39 students were screened, interviewed and enrolled as the charter CAFclass (see Attachment A, recruitment brochure). Another 7 wereadmitted early in the school year. Forty-one students completed thefirst year.Of these 41 students, a majority were either African-Anerican (73.2%)or Hispanic (24.4%) and female (82.8%), thereby preparing these youthfor careers in which they have historically been underrepresented.4 teachers were selected and prepared to teach core academic andvocational courses.Special activities were planned and executed to complement theacademic offerings: monthly breakfasts with financial servicesemployers; election of CAF class officers; assignment of mentors;visitation by the Atlanta Academy of Finance; and special events tolaunch the program (Attachment B) and honor students who completedtheir first year of the program.

B. Program Support Provided by CAF Advisory Board

- The 17-member CAF Advisory Board met monthly to review progress of theTech Prep program and offer assistance (see Attachment C, AdvisoryBoard list).

To demonstrate their support and enthusiasm for the program, theAdvisory Board agreed to provide $2,000 college scholarships for everystudent in the charter class who completes the program with a 3.5 orbetter GPA and at least a 95% attendance rate.

- The companies on the Advisory Board provided speakers and corporatematerial at monthly breakfasts with students.

3

Page 4: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-3--

- Coopers & Lybrand hosted a reception honoring students who completedthe first year of the program (Attachmenc D).

- Advisory Board companies provided almost one-third of the paid summerinternships needed for students.

C. Program Enhancement Work of CPI-FS I-Team

The 40 member Implementation Tem (I-Team) of the Career PreparationInitiative in Financial Servi(Js (see Attachment E, I-Team list) metthroughout this grant year and accomplished the following:

- Identified and validated industry-wide 138 performae standards insix skill areas that students should master by the completion of thefour-year Tech Prep program (Attachment F).

- Translated these performance standards into 30 learning objectives(Attachment G).

- Drafted an academic philosophy (Attachment H) and a student social andacademic policy (Attachment I).

- Hired a consultant to produce a videotape intended to recruitCEO-level support to the program, an employer-directed brochure, and amulti-purpose marketing piece. (To be forwarded by July 31, 1992.)

- Convened a Curriculum Development Committee to ensure that allperformance standards and learning objectives are adequately addressedin the four-year curriculum (Attachment J, Scope of Work).

D. Pre-Academy of Finance

To ensure that students are academically prepared toeenter the ChicagoAcademy of Finance at Jones High School in the llth grade, Jones willlaunch a pre-Academy for 9th and 10th grade students in the fall of1992. This will be the-first class of 9th graders to enroll at Jones.Related activities included:

- Development of a recruitment brochure (Attachment K).- A breakfast meeting with school principals and counselors (Attachment L).

Eight objectives were identified for this Tech Prep grant. They are listedbelow with a brief assessment of progress toward each.

A. Relevant and comprehensive set of industry performance standardsidentified.

Progress. ACCOMPLISHED. Through the CPI-FS I-Team, 138 performancestan ar s were identified in six skill categories. These have beenvalidated by a representative cross-section of the financial servicesindustry through the use of focus groups in three sectors not stronglyrepresented on the I-Team: real estate, insurance, and securities/commodities/brokerage.

B. Comprehensive set of measurable student competency outcomes for programare established.

Progress. ACCOmPLISHED. Thirty learning objectives were developed bythe Competency Development Committee of the I-Team and approved by thefull I-Team. These specify standards of performance and evaluationmethods.

C. Students learn industry-identified performance standards.

4

Page 5: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-4-

Progress. ACCOMPLISHED. The learning objectives described abovecorre ate to the industry-identified performance standards. A team ofacademic and vocational instructors at the secondary and post-secondarylevels are currently reviewing existing curriculum materials to ensurethat these objectives are effectively addressed in the Tech Prepcurriculum.

D. Classroom teaching is reinforced and complemented by experientiallearning.

pr_pgress. ACCOMPLISHED. The 34 students who completed the first yearToi-thefi academic and vocational preparation and remain in the programhave all been placed in summer internships. Students will work for aminimum of six weeks and at least 20 hours per week. Employers include:

Aon CorporationCentral City ProductionsChicago Tokyo BankChicago TribuneCitiBankCity of ChicagoErnst & YoungFirst National Bank of ChicagoGardner Rich & Co.Harris Bank

Illinois BellKemper Securities, Inc.LaSalle Bank LakeviewLeo BurnettMidwest Stock ExchangeIhe Northern Trust CompanyNorthwestern RailroadPrudential Realty GroupSheatson Lehman Brothers, IncSouth Shore Bank

These work experiences will enable students to apply on-the-job theskills and knowledge they acquired in the classroom-e In addition,monthly breakfasts with various financial services representatives haveallowed students to meet and discuss career options and workplacerequirements'directly with employers.

E. Students actively use academic skills in the vocational setting.

Progress. NEARLY COMPLETED. The main thrust of the curriculumdeve opment activity currently under way is to integrate basic academicskills into vocational curriculum. This work will implement the mandateof the Career Preparation Init'ative I-Team to build a solid academicfoundation into the Tech Prep Program.

All curriculum integration recommendations will be formulated by the endof the summer for implementation during the '92-'9? academic year.

F. Instructors are able to effectively teach the Tech Prep curriculum.

Progress. PARTIALLY ACCOMPLISHED. All teachers involved with the TechPrep Program at Jones High school have participated in planning meetingsand received satisfactory evaluations from the Principal's Office. Twoareas will be emphasized next year: assessing the college Tech Prepcomponent in terms of instructional techniques and assessing in detailteachers' technical assistance needs at both the secondary andpost-secondary levels.

G. Student retention and completion of the Tech Prep program is high.

Progress. ACCOMPLISHED. Of the 39 students who initially enrolled int e'Tech Prep Program this year, only five dropped out of the prog.:ambefore the end of the first year resulting in a retention rate of 87%.Seven new students were admitted into the program over the course of theschool year, resulting in an enrollment of 41 students at the end of the

5

Page 6: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-5-

summer. Of these 41 students, four transferre3 out at the end of theschool year, resulting in a net enrollment of 37 students.

As evident in the following grade point distribution, academicachievement of the Tech Prep students was significant. Only four of the41 students completing the first year of the Tech Prep program earned aGRA below 2.0 (on a 4.0 scale).

G.P.A.No. ofStudents

% ofTotal--97-6-3.5 - 4.0 4

3.0 - 3.49 12 29.22.5 - 2.99 12 29.22.0 - 2.49 9 22.0Below 2.0 4 9.8

Tbtal 41 10E-6

H. Effective student and employer recruitment strategies are in place.

Progress. ACCOMPLISHED. As a result of student screening and targetedoutreac , more applicants than program slots were generated for thisfil7st class. The resulting enrollment was at the desired level.Adequate employer involvement has been forthcoming through the ChicagoAcademy of Finance Advisory Board, the CPI-FS Implementation Team, andCorporate Chicago Hire the Future, a private sector summer jobs programfor Chicago youth.

3. EVALUAIICO AND IMPACT

Evidence of program effectiveness is provided by:

- a student retention rate of 87%;- a student academic achievement rate of 91.2% receiving a "C" or betterGPA;

- a 100% student placement rate for summer internships;- significant employer support and involvement through the CAF Advisory

Board and the CPI-FS Implementation Team.

4. RE&DURCE LISTINGS

A. Attachment M contains an itemized list of all instructional materialspurchased through this grant.

B. The following individuals were paid by the grant:

Diana Robinson, Director, Chicago Academy of FinanceAnnie Miller, Teacher Specialist/CAF Coordinator, Jones High SchoolLinda Hannah, Women Employed (mentor program)

C. Paid Participants: Same as 4.B. above

D. Unpaid Participants: See Attachments C and E for lists of individualsserving in an advisory capacity to the program.

In addition to CAF Advisory Board members, the following individualsparticipated in the monthly breakfasts and spoke to the students aboutcareers in financial services.

Lauren Claire, Auditor, Arthur Andersen & Co.Dallas Creitlon, Tax Consultant, Arthur Andersen & Co.

Page 7: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-6-

Lawrence Geraghty, Senior Vice President, Shearson Lehman Bros.Felicia Haraway, Ernst & YoungKaren Jones, Manager of Travel Services, American Express Co.Marya Kovacik, Corporate Training, The Northern Trust CompanyJames Lowry, First Scholar, First National Bank of ChicagoSharon Marioka, Financial Services Representative, American Express Co.James Mason, First Schola:, First National Bank of ChicagoEric Nance, Ernst & YoungMichael Richards, Manger, Arthur Andersen & Co.Levoyd Robinson, Corporate Banking Office, First ChicagoMichael Skinner, Vice President, Shearson Lehman Bros.Al Thomas, Financial Consultant, Shearson Lehman Bros.Bruce J. Williams, Staff, Arthur Andersen & Co.

The only significant problem encountered during the grant Period was a delayin the start-up of the curriculum development effort. This was due to thework plan of the CPI-FS I-Team, who did not sign off on the 1/Jarningobjectives until April 1992. However, a team of s.2condary and post-secondary academic and vocational teachers has been assembled for thisproject and work will be completed by the beginning of the '92-'93 academicyear.

6. CONCLUSIONS AND RECOMMENDATIONS

- A Tech Prep program can succeed only if all three partners -- thecommunity college, high school, and employer community -- are activelyinvolved in program planning and implementation.

- An important benefit of an effective Tech Prep planning process is theeducation and sensitizaton of the partners to each others' perspective,issues, and capabilities-,

- There significant employer support for a Tech Prep program in financialservices provided that employers have validated student competencies, areinvolved in program development, and have confidence in the educationalpartners' ability to deliver on their responsibilities.

- Employer commitments should be sought for student work experiences atleast six months prior to the start of such experiences to ensure timelyplacement and start-up.

7. PUBLICITY

The activities of the Jones Tech Prep program were regularly covered in theschool newspaper, copies of which are appended as Attachment N.

The Jones Tech Prep program received a Connections 2000 award from theIllinois State Board of Education for innovative curriculum integrationdevelopment efforts.

The only other publicity consisted of the placement of a recruitmentadvertisement in the Chicago Sun-Times, the Polish Daily News, the"Stardust" (a digest of National Eastern Star/Masonic/Shriner news andevents), and the Burnham Park "1992 Directory." Attachment 0 presents theadvertisement appearing in these publications.

Visitors to the project site not listed elsewhere in this report includedthe following individuals:

Page 8: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

-7-

Adrienne Bailey, Deputy Superintendent, Chicago Public SchoolsAtlanta Academy of Finance, Director and StudentsBusiness Advisory Council Members, Jones High SchoolLocal School Council Members, Jones High SchoolPhyllis Frankfort, Executive Director, National Academy FoundationGrady Jordan, High School District SuperintendentTed Kimbrough, Superintendent, Chicago Public SchoolsShirley Macklin, Intedm Manager, Tech Prep, Chicago Public SchoolsBernadette Toomey, Vice President, National Academy FoundationSusan Zinny, Program Director, National Academy Foundation

Page 9: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Elig

ibili

ty R

equi

rem

ents

Any

Chi

cago

hig

h sc

ht:9

1 st

uden

t, w

heth

er in

a pr

ivat

e or

pub

lic s

eho3

1, w

ho h

asa

aver

age

and

95%

atte

ndan

ce r

ate

is e

ligib

le f

orC

AF.

To

be a

ccep

ted

into

the

prog

ram

you

mus

tco

mpl

ete

the

CA

F ap

plic

atio

n, in

terv

iew

with

the

CA

F C

oord

inat

or a

t Jon

es M

etro

polit

an H

igh

Scho

ol, a

nd s

ign

a tw

o-ye

ar a

gree

men

t to

follo

wth

e C

AF

prog

ram

and

its

requ

irem

ents

. The

stud

ent's

par

ents

mus

t als

o si

gn a

con

sent

for

m.

Lim

ited

Spac

e -

App

ly N

ow!

A li

mite

d nu

mbe

r of

stu

dent

s ar

e ac

cept

edin

to th

e C

hica

go A

cade

my

of F

inan

ce.

App

licat

ions

are

acc

epte

d ye

ar-r

ound

ant

i are

cons

ider

ed in

the

orde

r of

thei

r re

ceip

t.St

uden

ts a

re e

ncou

rage

d to

app

ly e

arly

inth

eir

soph

omor

e ye

ur. T

o re

ceiv

e an

appl

icat

ion

form

, com

plet

e th

e en

cios

ed r

eque

stfo

rm o

r co

ntac

t: Ms.

Ann

ie B

. Mill

erC

oord

inat

or, C

hica

go A

cade

my

of F

inan

ceJo

nes

Met

ropo

litan

Hig

h Sc

hool

606

Sout

h St

ate

Stre

etC

hica

go, I

L 6

0605

(312

) 53

4-86

00

z

The

Chi

cago

Aca

dem

y of

Fin

ance

ope

rate

s in

part

ners

hip

with

thes

e sp

onso

ring

com

pani

es:

Am

eric

an E

xpre

ssA

rthu

r A

nder

sen

& C

o.C

hica

go B

oard

Opt

ions

Exc

hang

eC

oope

rs &

Lyb

rand

Eff

ectiv

e M

anag

emen

t Tec

hnol

ogie

sFi

rst N

atio

nal B

ank

of C

hica

goE

rnst

& Y

oung

Gar

dner

Ric

h &

Co.

The

Nor

ther

n T

rust

Co.

Shea

rson

Leh

man

Bro

s.

Coz

ette

Ilu

ckne

yD

iana

L. R

obin

son

Prin

cipa

lD

irect

orJo

nes

Met

ropo

litan

°Chi

cago

Aca

dem

yI

ligh

Scho

*7 o

f Fi

nanc

e

IA

ttach

men

t

CH

ICA

GO

IV

AC

AD

EM

Y O

F F

INA

NC

E

JON

ES

ME

TR

OPO

LIT

AN

HIG

H S

CH

OO

LO

FB

USI

NE

SS A

ND

CO

MM

ER

CE

Intr

oduc

es th

e N

ew

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

E

for

Hig

h Sc

hool

Jun

iors

and

Sen

iors

Jone

s M

etro

polit

an H

igh

Scho

ol60

6 So

uth

Stat

e St

reet

Chi

cago

, IL

606

05

A P

rogr

am o

f the

Nat

iona

l Aca

dem

you

ndat

:on

and

A T

ech

Pre

p P

rogr

amIll

inoi

s S

tate

Boa

rd o

f Edu

catio

nD

epar

tmen

t of A

dult.

Voc

atio

nal

and

Tec

hnic

al E

duca

tion

10

Page 10: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

A N

ew B

usin

ess

Pro

ram

for

Pub

licH

igh

Scho

ol S

tude

nts

fhe

Chi

cago

Aca

dem

y of

Fin

ance

(C

AF)

is a

uni

que

sigh

sch

ool b

usin

ess

prog

ram

des

igne

d to

hel

p lit

hIn

d 12

th g

rade

stu

dent

s le

arn

abou

t Chi

cago

'sin

anci

al s

ervi

ces

indu

stry

bot

h in

the

clas

sroo

min

d on

-the

-job

.

:AF

intr

oduc

es s

tude

nts

to th

e ar

ray

of s

ecto

rsom

pris

ing

Chi

cago

's w

orld

-cla

ss f

inan

cial

com

mun

ity:

',c

coun

ting,

bank

ing,

sec

uriti

es a

nd c

omm

oditi

esxc

hang

es, b

roke

rage

, ins

uran

ce, a

nd r

eal e

stat

e.

:AF

Prep

ares

Stu

dent

s fo

r C

olle

ge)r

the

Wor

kfor

ce

;trid

ents

who

suc

cess

fully

com

plet

e th

e C

AF

prog

ram

t Jon

es M

etro

polit

an H

igh

Scho

ol a

re s

tron

gly

ncou

rage

d to

atte

nd c

olle

ge to

pur

sue

thei

r bu

sine

sstu

dies

. Oue

opt

ion

is a

two-

year

Chi

cago

Aca

dem

y of

Inan

ce p

rogr

am o

ffer

ed a

t Har

old

Was

hing

ton

Col

lege

or s

tude

nts

inte

rest

ed in

acq

uiri

ng a

n A

ssoc

iate

)egr

ee. F

rom

ther

e, s

tude

nts

may

tran

sfer

to a

sen

ior

istit

utio

n to

obt

ain

thei

r ba

ccal

aure

ate

degr

ee.

;rad

uate

s of

CA

F at

Jon

es M

etro

polit

an H

igh

Scho

olre

als

o qu

alif

ied

for

a va

riet

y of

ent

ry-l

evel

ositi

ons

thro

ugho

ut th

e fi

nanc

ial s

ervi

ces

indu

stry

.

Jniq

ue F

eatu

res

, pro

gram

of

the

Nat

iona

l Aca

dem

y Fo

unda

tion,

CA

F; o

ne o

f 45

fin

ance

aca

dem

ies

acro

ss th

e U

nite

dta

tes.

Seve

ral u

niqu

e fe

atur

es c

hara

cter

ize

all

cade

mie

s of

Fin

ance

:

Spec

ializ

ed c

lass

es in

fin

ance

dev

elop

ed b

yba

sine

ss e

xper

ts.

Paid

sum

mer

inte

rnsh

ips

afie

r th

e I

Ith

year

of

high

sch

ool.

Col

lege

-lev

el c

lass

exp

erie

nce

in th

e se

nior

year

.11

** O

ppor

tuni

ties

to e

stab

lish

pers

onal

con

tact

s

with

pro

fess

iona

ls in

the

indu

stry

.

Inte

nsiv

e A

cade

mic

and

Voc

atio

nal

Prep

arat

ion

Stud

ents

acc

epte

d in

to C

AF

follo

w a

two-

year

acad

emic

and

voc

atio

nal p

rogr

am. F

ollo

win

gar

e th

e cl

asse

s re

quir

ed f

or e

ach

year

.

Juni

or Y

ear

Wor

ld o

f Fi

nanc

e/Se

curi

ties

Ope

ratio

nsT

ypin

g I

Bus

ines

s E

nglis

h I

Ele

ctro

nic

Bus

ines

s Pr

oced

ures

Com

pute

r M

ath

Fund

amen

tals

/App

licat

ions

Hig

h Sc

hool

Rea

ding

Im

prov

emen

t/Ora

lC

omm

unic

atio

ns a

nd S

ptec

hA

ccou

ntin

g I

and

IIFo

reig

n L

angu

age

Phys

ical

Edu

catio

n

Seni

or Y

ear

Ban

king

and

Cre

dit/F

inan

cial

Pla

nnin

gU

nite

d St

ates

His

tory

Bus

ines

s E

nglis

h II

Col

lege

-Lev

el B

usin

ess

Cla

ssFo

reig

n L

angu

age

Phys

ical

Edu

catio

n

Spec

ial C

AT

Act

iviti

es

s

Stud

ents

enr

olle

d in

the

Chi

cago

Aca

dem

y of

Fina

nce

also

par

ticip

ate

in n

umer

ous

spec

ial

activ

ities

des

igne

d to

fur

ther

thei

r un

ders

tand

ing

of th

e fi

nanc

ial s

ervi

ces

sect

or. T

hese

incl

ude:

- St

ock

Mar

ket G

ame

- Sp

eake

rs f

rom

the

fina

ncia

l ser

vice

s in

dust

ry-

Tri

ps to

loca

l fin

anci

al s

ervi

ces

com

pani

es-

Bus

ines

s sk

ills

wor

ksho

ps-

Exc

hang

e tr

ips

to o

ther

Aca

dem

y of

Fin

ance

scho

ols

(out

side

of

Chi

cago

)-

Spec

ial g

radu

atio

n ce

rem

ony

(sen

ior

year

)

Loc

al a

nd N

atio

nal B

usin

ess

Res

ourc

es

An

Adv

isor

y B

oard

con

sist

ing

of s

enio

r ex

ecut

ives

in

Chi

cago

's f

inan

cial

ser

vice

s in

dust

ry a

nd lo

cal e

duca

tors

keep

s th

e C

hica

go A

cade

my

of F

inan

ce u

p-to

-dat

e an

dre

leva

nt to

toda

y's

wor

kpla

ce.

The

Nat

iona

l Aca

dem

y Fo

unda

tion

(NA

F) p

rovi

rks

addi

tiona

lre

sour

ces

from

a n

atio

nal p

ersp

ectiv

e. N

AF

was

est

ablis

hed

in 1

982

to e

ncou

rage

and

sup

port

par

tner

ship

s be

twee

nbu

sine

ss a

nd e

duca

tion

to s

tren

gthe

n th

e pr

epar

edne

ss o

fth

e A

mer

ican

wor

kfor

ce. N

AF

prov

ides

pro

fess

iona

lde

velo

pmen

t opp

ortu

nitie

s fo

r te

ache

rs; a

nat

iona

l net

wor

kam

ong

stud

ents

, tea

cher

s an

d bu

sine

ss p

artic

ipan

ts; a

nd

copy

righ

ted

curr

icul

um m

ater

ial i

n fi

nanc

ial s

ervi

ces

oper

atio

ns.

The

Aca

dem

y of

Fin

ance

Wor

ks!

Bas

ed o

n a

natio

nal r

ando

m s

urve

y of

gra

duat

es f

rom

Aca

dem

ies

of F

inan

ce, t

he f

ollo

win

g fi

ndin

gs e

mer

ged:

* 92

% o

f th

e pr

ogra

m g

radu

ates

rep

orte

d th

at th

eA

cade

my

of F

inan

ce h

elpe

d th

em to

mak

e co

ncre

teca

reer

dec

isio

ns.

90%

sai

d th

at th

e pr

ogra

m p

repa

red

them

for

empl

oym

ent.

* 95

% o

f al

l gra

duat

es w

ent o

n to

col

lege

.

* 68

% o

f pr

ogra

m g

radu

ates

are

wor

king

, and

hal

f of

them

in th

e fi

nanc

ial s

ervi

ces

area

.

The

Aca

dem

y of

Fin

ance

has

pro

ven

an e

xcel

lent

vehi

cle

for

youn

g w

omen

and

min

ority

you

th to

acce

ss n

ontr

aditi

onal

, wel

l-pa

ying

jobs

with

car

eer

pote

ntia

l. T

hese

gra

duat

es p

erfo

rmed

as

wel

l in

post

-sec

onda

ry e

duca

tion

and

empl

oym

ent o

utco

mes

as o

ther

you

th in

the

prog

ram

.

12

Page 11: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

CH

ICA

GO

AC

AD

EM

Y O

F F

INA

NC

EA

DV

ISO

RY

BO

AR

D M

EM

BE

RS

Pau

l W. A

ndru

sA

ccou

nt V

ice

Pre

side

ntA

mer

ican

Exp

ress

Tra

vel

Rel

ated

Ser

vice

s C

o.. I

nc.

Don

ald

E. B

row

nP

resi

dent

Effe

ctiv

e M

anag

emen

t Tec

hnol

ogie

s

John

M. K

elle

rP

artn

erA

rthu

r A

nder

sen

& C

o.

John

M. K

iss

Par

tner

Ern

st &

You

ng

John

W. L

omba

rd

Coz

ette

Buc

kney

Ass

ocia

te P

rofe

ssor

Prin

cipa

lC

hica

go C

ity-W

ide

Col

kge

Jone

s M

etro

polit

an H

igh

Sch

ool

Ste

ven

Cap

ouch

Vic

e P

resi

dent

Firs

t Nat

iona

l Ban

k of

Chi

cago

Ala

n J.

Dea

nC

hief

Fin

anci

al O

ffice

rC

hica

go B

oard

Opt

ions

Exc

hang

e

Lole

ta M

cDow

ell

Adm

inis

trat

or-H

igh

Sch

ool

Ser

vice

Cen

ter

Chi

cago

Pub

lic S

choo

ls

Glo

ria M

cMah

onS

enio

r V

ice

Pre

side

ntS

hear

son

Lehm

an B

ros.

San

dra

Fi l

ion

Fos

ter

Ber

nice

J. M

iller

Exe

cutiv

e D

ircet

or-P

rodw

:tive

Chi

cago

Pre

side

nt

City

Col

lege

s of

Chi

cago

Har

oldW

ashi

ngto

nCol

lege

Jam

es A

. Frie

dlie

bD

avid

Mur

ray

Par

tner

Par

tner

Art

hur

And

erse

n &

Co.

Ern

st &

You

ng

Chr

icto

pher

P. G

ardn

erM

anag

ing

Gen

eral

Par

tner

Gar

dner

Ric

h &

Co.

Har

ryIla

rcza

kP

artn

erC

oope

rs &

Lyb

rand

1 3

Rob

ert S

aund

ers

Vic

e P

resi

dent

The

Nor

ther

n T

rust

Co.

Ber

nard

Spi

lhna

nA

ssis

tant

Sup

erin

tend

ent

Chi

cago

Pub

lic S

choo

ls

Chi

cago

Aca

dem

y of

Fin

ance

Adm

inis

trat

ive

Sta

ff

Dia

na L

. Rob

inso

n -

Pro

gram

Dire

ctor

Vio

lin H

ughe

s -

Coo

rdin

ator

, Har

old

Was

hing

ton

Col

lege

Pro

gram

Offi

ce30

Eas

t Lak

e S

trcc

t - R

oom

110

5C

hica

go, I

L 60

601

(312

) 98

4-27

75

A

INA

UG

UR

AT

ION

OF

TH

E

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

EA

TJO

NE

S M

ET

RO

POL

ITA

N H

IGH

_SC

HO

OL

OF

BU

SIN

ESS

AN

D C

OM

ME

RC

E

AN

D

INT

RO

DU

CT

ION

OF

TH

E C

HA

RT

ER

CL

ASS

Sept

embe

r 16

, 199

1

Spon

sore

d by

TH

E C

HIC

AG

O P

UB

LIC

SC

HO

OL

Sin

par

tner

ship

with

TH

E N

AT

ION

AL

AC

AD

EM

Y F

OU

ND

AT

ION

and

TH

E A

DV

ISO

RY

BO

AR

D O

F T

IIE

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

E

CH

ICA

GO

X'

AC

AD

EM

Y O

F FI

NA

NC

E

4

Page 12: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

INA

UG

UR

AT

ION

OF

TH

EC

HIC

AG

O A

CA

DE

MY

OF

FIN

AN

CE

AT

JON

ES

ME

TR

OPO

LIT

AN

IH

GII

SC

HO

OL

OF

BU

SIN

ESS

AN

D C

OM

ME

RC

E

Sept

embe

r 16

, 199

1

PRO

GR

AM

Wel

com

eC

OZ

ET

TE

BU

CK

NE

YPr

inci

pal,

Jone

s M

etro

polit

an H

igh

Scho

ol

Intr

oduc

tory

Rem

arks

DO

NA

LD

E. B

RO

WN

Cha

ir, C

hica

go A

cade

my

of F

inan

ce A

dvis

ory

Boa

rd

Intr

oduc

tion

of th

e C

hart

er C

lass

CO

ZE

ITE

BU

CK

NE

YA

ssis

ted

by A

nn M

iller

, Tea

cher

Spe

cial

ist

Rem

arks

TE

D K

IMB

RO

UG

HSu

peri

nten

dent

, Chi

cago

Pub

lic S

choo

ls

NE

LV

IA M

. BR

AD

YC

hanc

ello

r, C

ity C

olle

ges

of C

hica

go

ISA

BE

L S

TE

WA

RT

Dir

ecto

r fo

r Pr

ogra

m A

dmin

istr

atio

nN

atio

nal A

cade

my

Foun

datio

n

Rec

ogni

tion

of O

utst

andi

ng B

oard

Con

trib

utio

nto

Chr

isto

pher

Gar

dner

DO

NA

LD

E. B

RO

WN

Con

clud

ing

Rem

arks

BE

RN

AR

D S

PIL

LM

AN

Ass

ista

nt S

uper

inte

nden

t, C

hica

go P

ublic

Sch

ools

Will

iam

Ale

xand

er

Nor

ma

Ara

nda

Lake

isha

Bea

ns

Asa

ntcw

aa B

easl

ey

Lake

na B

oyd

Nic

ole

Cla

rk

Will

ie C

urry

Pcl

iar

Dur

den

Gio

va E

spin

oza

Adr

icnn

c F

arrn

by

John

Frc

dcric

k

Gin

a G

riffin

Sal

vado

r G

ucrr

cro

Latr

csc

Har

wic

k

Gra

cicl

a !tu

rbo

Tan

ya J

acks

on

Jcre

thea

m J

ones

Chc

rric

Litt

le

Jacq

uelin

e Li

ttle

Ven

ita L

ockc

tt

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

EJO

NE

S M

ET

RO

POL

ITA

N H

IGH

SC

HO

OL

CH

AR

TE

R C

LA

SS 1

991

TE

AC

HIN

G S

TA

FF

Tam

ara

Mck

enzi

e

Latr

ca M

orro

w

Sha

ncim

New

ton

Tim

othy

Par

kcr

Tak

cnya

Pec

k

Ivy

Por

tcr

Hub

ert P

tak

Deb

orah

Rai

ncy

She

lley

Rig

gs

Esm

eral

da R

oque

Hel

en R

ucke

r

Bca

triz

San

chcz

Irm

a S

anch

cz

Pat

ricia

San

Mar

tin

How

ard

Sch

abow

Che

ryl S

cott

Tas

ha U

ndcr

woo

d

Jaim

e V

illan

ueva

Tam

ara

Wrig

ht

Mag

gie

Cul

ver

- A

ccou

ntin

g T

each

er

Adj

ourn

to R

ecep

tion

Jose

ph Z

ale

- E

cono

mic

s T

each

er

Spec

ial T

hank

s to

Em

st &

You

ng f

or P

rint

ing

this

Pro

gram

Ann

Mill

er -

Tea

cher

Spe

cial

ist

16

Page 13: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

AMAZEMENT'S TO TECH PREP FINAL REPORT

A - Basic Tech Prep Recruitment BrochureB - Program for the Kick-Off EventC - Chicago Academy of Finance Advisory Board MembersD - Program for Reception Honoring Tech Prep StudentsE - Career Preparation Initiative in Financial Services -

Full Implementation TeamF - Financial Services Performance StandardsG - Learning Objectives, Standards and Evaluation MethodsH - Career Prep Educational PhilosophyI - CPI-FS Academic and Social PolicyJ CPI-FS Scope of WorkK Basic Pre-Academy Recruitment BrochureL - Program for Pre-Academy Breakfast Meeting.M Itemized Listing of Instructional MaterialsN1 - N6 - Jones Reporter ArticlesO - Chicago Academy of Finance Recruitment Advertisement

17

Page 14: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

CHICAGO ACADEMY OF FINANCEADVISORY BOARD MEMBERS

Paul W. AndrusAccount Vice PresidentAmerican ExT;ress Travel RelatedServices Co., Inc.

Donald E. BrownPresidentEffective Management Technologies

Cozette BuckneyPrincipalJones Metropolitan High School

Steven CapouchVice PresidentUnit Manager Specialized Div. CFSDThe First National Bank of Chicago

Alan J. DeanChief Financial OfficerChicago Board Options Exchange

Sandra Him FosterConsultantKetchum Public Relations

James A. FriedliebPartnerArthur Andersen & Company

Christopher P. GardnerManaging General PartnerGardner Rich & Company

Harry J. HarczakPartnerCoopers & Lybrand

18

Attachment C

John M. KellerPartnerArthur Andersen & Company

John M. KissPartnerErnst & Young

John W. LombardAssociate ProfessorChicago City-Wide College

Loleta McDowellAdministratorHigh Schopl Service CenterChicago Public Schools

Gloria McMahonSenior Vice PresidentShearson Lehman Bros.

Bernice J. MillerPresidentHarold Washington College

David MurrayPartnerErnst & Young

Robert SaundersVice PresidentThe Northern Trust Company

Bernard SpillmanAssistant SuperintendentDepartment of Vocational andTechnological EducationChicago Public Schools

Page 15: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

EA

DV

ISO

RY

BO

AR

D M

EM

BE

RS

DO

NA

LD

E. B

RO

WN

Pres

iden

tE

ffec

tive

Man

agem

ent T

echn

olog

ies

CO

ZE

TT

E B

UC

KN

EY

Prin

cipa

lJo

nes

Met

ropo

litan

Hig

h Sc

hool

STE

VE

N C

APO

UC

IIV

ice-

Prea

iden

tFi

rst N

atio

nal B

ank

of C

hica

go

AL

AN

J. D

EA

NC

hief

Fin

anci

al O

ffic

er

Chi

cago

Boa

rd O

ptio

ns E

xcha

nge

SAN

DR

A F

ILIO

N F

OST

ER

Con

sulta

ntK

etch

um P

ublic

Rel

atio

ns

JAM

ES

A. F

RIE

DL

IEB

Part

ner

Art

hur

And

erse

n &

Co.

CII

RIS

TO

PHE

R P

. GA

RD

NE

RM

anag

ing

Gen

eral

Par

tner

Gar

dner

Ric

h 14

. Co.

IIA

RR

Y J

. HA

RC

ZA

KPa

rtne

r

Coo

pers

& L

ybra

nd

JOH

N K

EL

LE

RPa

rtne

rA

rthu

r A

nder

sen

& C

o.

JOH

N M

. KIS

SPa

rtne

rE

rnst

& Y

oung

JOH

N W

. LO

MB

AR

DA

ssoc

iate

Pro

fess

or

Chi

cago

City

-Wid

e C

olle

ge

LO

LE

TA

MC

DO

WE

LL

Hig

h Sc

hool

Adm

inis

trat

orC

hica

go P

ublic

Sch

ools

GL

OR

IA M

CM

AH

ON

Seni

or V

ice-

Pres

iden

tSh

ears

on L

ehm

an B

ros.

BE

RN

ICE

J. M

ILL

ER

Pres

iden

t

Har

old

Was

hing

ton

Col

lege

DA

VID

MU

RR

AY

Part

ner

Ern

st &

You

ng

RO

BE

RT

SA

UN

DE

RS

Vic

e-Pr

esid

ent

The

Nor

ther

n T

rust

Co.

BE

RN

AR

D S

PIL

LM

AN

Ass

ista

nt S

uper

inte

nden

tC

hica

go P

ublic

Sch

ools

MIK

E T

OR

TE

LL

ER

OM

gr.,

Fina

nce/

Ope

ratio

nsA

mer

ican

Exp

ress

Tra

vel

19

Chi

catto

Aca

dem

y of

Fin

ance

Dia

na L

Rob

inso

n -

Dir

ecto

r

Jone

s M

etro

polit

an H

igh

Scho

olA

nnie

Mill

er -

CA

F C

oonf

inat

orM

aggi

e C

ulve

r A

ccou

ntin

g In

stru

ctor

Ann

Heb

ert -

Fre

nch

Inat

ruct

orM

eryl

Till

ery.

- F

renc

h In

stru

ctor

EA

Silv

erm

an -

Fin

anci

al P

lann

ing

Inst

ruct

orJo

seph

Zak

- E

cono

mic

s In

stru

ctor

Spec

ial I

lgun

lio g

o Jo

anne

Car

ey s

od W

ham

Mic

eli,

Ass

ista

nt P

rinc

ipal

s

Har

oM W

ashi

ngto

n C

oile

geV

iolin

Hug

hes

- St

uden

t Res

ourc

e M

anag

er

Atta

chm

ent 1

RE

CE

PTIO

N F

OR

ST

UD

EN

TS

OF

TH

E:

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

EA

TJO

NE

S M

ET

RO

POL

ITA

N H

IGH

OF

BU

SIN

ESS

AN

D C

OM

ME

RC

E

AN

D

HA

RO

LD

WA

SHIN

GT

ON

CO

LL

EG

E

June

16,

199

2

Spon

sore

d by

The

Chi

cago

Aca

dem

y of

Fin

ance

Adv

isor

y B

oard

Hos

ted

byC

oope

rs &

Lyb

rand

4,k3

Page 16: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

PRO

GR

AM

Wel

com

eH

AR

RY

HA

RC

ZA

KC

oope

rs &

Lyb

rand

Rec

ogni

tion

of S

peci

al G

uest

sD

IAN

A L

. RO

BIN

SON

Dir

ecto

r, C

hica

go A

cade

my

of F

inan

ce

Intr

oduc

tory

Rem

arks

DO

NA

LD

E. B

RO

WN

Cha

ir, C

hica

go A

cade

my

of F

inan

ceA

dvis

ory

Boa

rd

Aw

ard

of C

ertif

icat

es o

f C

ompl

etio

nD

ON

AL

D E

. BR

OW

NC

HR

IST

INE

A. F

RA

NZ

Dea

n, F

acul

ty a

nd I

nstr

uctio

nH

arol

d W

ashi

ngto

n C

olle

ge

Aw

ards

for

Hon

or R

oll a

nd A

ttend

ance

CO

ZE

TT

E B

UC

KN

EY

Prin

cipa

l, Jo

nes

Met

ropo

litan

Hig

h Sc

hool

AN

NIE

MIL

LE

RC

oord

inat

or, C

hica

go A

cade

my

of F

inan

ceJo

nes

Met

ropo

litan

Hig

h Sc

hool

CO

NC

LU

DIN

G R

EM

AR

KS

Dia

na L

. Rob

inso

n

CH

ICA

GO

AC

AD

EM

Y O

F FI

NA

NC

E S

TU

DE

NT

S

Gra

duat

es f

rom

Har

old

Was

hing

ton

Col

lege

La

Shau

n D

. And

erso

nM

itzi J

. Bak

erK

evin

R. C

ason

Shei

la R

. Cla

yton

D,

Kar

l V. W

ilson

Jone

s M

etro

polit

an H

igh

Scho

ol C

hart

er C

lass

* W

illia

m E

arl A

lexa

nder

Nor

ma

Ara

nda

Asa

ntew

aa B

easl

eyL

aken

a B

oyd

Cee

tter

Car

pent

erN

icol

e C

lftk

N W

illie

Cur

ryN

Pen

al-

Dur

den

N G

iova

nna

Esp

inoz

aA

drie

nne

Farm

byJo

hn F

rede

rick

Gin

a G

riff

inSa

lvad

or G

uerr

ero

N*

Lat

rese

Har

dnic

k N

Les

lie H

ull

Gra

cie

la I

turb

e*

Tan

ya J

. Jac

kson

* Je

reth

eam

Jon

esC

herr

ie L

ittle

Jacq

uely

ne L

ittle

* V

enita

Loc

kett

N

Hon

or R

oll

Cla

ss O

ffic

ers

Cee

ter

Car

pent

erSe

cret

ary

Adr

ienn

e Fa

rmby

- P

resi

dent

Lat

rese

Har

dnic

k -

Vic

e Pr

esid

ent

Tam

ara

Mck

enzi

eE

boni

Mill

erL

atre

a M

orro

wT

imot

hy P

arke

rT

eken

ya P

eek

Ivy

K. P

orte

r N

* D

ebor

ah R

aine

yE

smer

alda

Roq

ueH

elen

Ruc

ker

Sonn

ella

Rus

sell

Patr

icia

San

Mar

tinN

Bea

triz

San

chez

Irm

a Sa

nche

zH

owar

d Sc

habo

wC

hery

l Ann

Sco

ttT

iffa

ny T

ham

es N

Tas

ha U

nder

woo

dN

ora

Ver

aJa

ime:

Vill

anue

vaSh

antii

Wils

on*

Tam

ara

D. W

righ

t

/ Per

fect

Atte

ndan

ce

Che

ryl A

nn S

cott

- ne

asur

erN

ora

Ver

a -

Ass

ocia

te S

ecre

tary

Page 17: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

CAREER PREP INITIATIVE - FINANCIAL SERVICES

EMLIMELIMDENTATION TEAM

Ms. Tamara Baloun i (312)407-5195Skills Program DirectorFirst Chicago Bank1 North State StreetChicago, IL 60670

Ms. Diane Dk / (312)855;5888Personnel ManagerThe Chicno Corporation208 South LaSalle StreetChicago, IL 60604

Ms. Leana Flowers / (312)753-5721Vice President for Human ResouicesSouth Shore Bank7054 South Jeffery BoulevardChicago, IL 60649

Mr. William D. Howard / (312)996-5587Associate DirectorUniversity of Illinois at Chicago815 West Van Buren, Suite 500Chicago, a. 60607

Ms. Shirley Macklin / (312)535-8547Tech Prep ManagerChicago Public Schools1819 W. Pershing Rd.-6 Central SouthChicago, U. 60609

Ms. Alicia Mazur / (312)744-2632Chicago Department of Planning121 North LaSalle, Room 1003Chicago, IL 60602

Ms. Ann Miller / (312)5348600Teacher SpecialistJones Metropolitan High School606 South State StreetChicago, IL 60605

Ms. Kris Nelson / (312)434-3322 x2402Training DepartmentTa !man Home Federal Savings & Loan5501 South Kedzie AvenueChicago, IL 60620

Ms. Debbie Pastors / (312)663-2222Supervisor-Training & DevelopmentMidwest Stock Exchange440 South LaSalle Street - Room 425Chicago, IL 60605

Mr. Clarence Brown / (312)984-2505Business DepartmentHarold Washiagton College30 East Lake Street - Room 301Chicago, IL 60601

Ms. Marcia S. English / (312)346-6000Personnel ManagerITT Hartford200 West Madison StreetChicago, IL 60606

Ms. Sandra Fi lion Foster / (312)855-8082Executive DirectorProductive Chicago226 West Jackson Blvd. - 14th Fl.Chicago, U. 60606

Ms. Violin Hughes / (312)984-2775Student Resource ManagerChicago Academy of Finance30 East Lake Street - Rooni 1105Chicago, IL 60601

Mr. Ernest Mancusi / (312)814-2809-Economic Development RepresentativeIL. Dept of Commerce & Community Affairs100 West Randolph, Suite 3-400Chicago, IL 60601

Dr. Mary McPherson / (312)534-8600Curriculum CoordinatorJones Metropolitan High School606 South State StreetChicago, IL 60605

Mr. Laurence Msall / (312)833-1200Associate Director, Civic CommitteeThe Commercial Club of Chicago1 First National PlazaChicago, IL 60603

Mr. Patrick O'Connor / (312)938-6395Director, Human Resource AdminstrationBlue Cross/Blue Shield of Illinois233 North Michigan AvenueChicago, IL 60601-5655

Ms. Shelley B. Pottridge / (312)861-4801Office AdministratorThe Prudential Realty GroupPrudential Plaza - Suite 1300Chicago, IL 60601

23

Attachment

Mr. Bruce Chapman / (312)984-280EChairman, Business DepartmentHarold Washington College30 East Lake Street, Room 301Chicago, IL 60601

Ms. Loyentrice Farrow / (312)574-55Human Resource DepartmentKemper Securities77 West Wacker DriveChicago, IL 60601

Ms. Christine Franz / (312)9842343Dean, Faculty and InstructionHarold Washington College30 East Lake Street, Room 1132Chicago, IL 60601

Mr. Jack Lombard / (312)641-2595 x24Associate Professor, Dept. of Applied ScienChicago City-Wide College226 West Jackson Blvd.Chicago, IL 60606

Ms. Bernadette Mayer / (312)861-480:Reg Administrative ManagerThe Prudential Realty GroupPrudential Plaza - Suite 1300Chicago, IL 60601

Ms. Nancy Michaelson / (312)461-2214Training Officer - Human 14 es Dev.Harris Trust and Savings Bank111 West MonroeChicago, IL 60690

Ms. Cynthia Murray / (312)781-7467VP and Director of Human ResourcesLaSalle National Bank200 West Monroe StrxtChicago, IL 60603

Mr. Lee Owens 1 (312)984-2817Director, Academic Support CenterHarold Washington College30 East Lake Street, Room 1001Chicago, IL 60601

Mr. Martin Quinn / 312)880-0682Vice President and Manager of PersonnelLaSalle Bank Lakeview3201 North AshlandChicago, IL 60657

Page 18: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Mr. William A. Reeves / (708)690-900ChairmanTide Services, Inc.P.O. Box 430Wheaton, IL 60189-0430

Mr. David Rosen / (312)535-8877 x38Coordinator-Business EducationChicago Board of Education1819 W. Pershing Rd., 6th Floor Center-SouthChicago, IL 60609

Dr. Earl Tinsley, PILD / (312)984-2841Vice President, Faculty and InstructionHarold Washington College30 East Lake StreetChicago, IL 60601

Ms. Sharon Wheeler / (312)368-8839Productive ChicagoCity Colleges of Chicago226 West Jackson Blvd. - 14th Fl.Chicago, IL 60606

Ms. Dona J. Young / (312)944-0910PresidentThe ago. Institute for Training & Devlop.600 North McClurg - Suite 304Chicago, IL 60611

Mr. Alexander Robinson / (312)431-4572Superintendent, Customer ReceiptsThe Peoples Gas, Light and Coke Company122 South Michigan Avenue, Suite 643Chicago, IL 60603

Mr. Robert Saunders / (312)444-5409Vice PresidentThe Northern Trust Company50 South LaSalle StreetChicago, IL 60675.

Ms. Mary Thorn / (312)499-1510Fun Vice President, Education and TrainingKemper Financial Services120 South LaSalle StreetChicago, IL 60603

Mr. Frank J. Willinms / (312)737-5600F.J. Williams Realty1825 South Western AvenueChicago, IL 60620

24

Mr. Brian Rohr / (312)648-7716Senior VP - Human ResourcesNorth American Co. for Health & Lifi222 South Riverside PlazaChicago, IL 60606

Kent Suarez /(708)272-2713/(312)7814Senior Vice PresidentLaSalle National Bank135 South LaSalle - Room 425Chicago, IL 60603

Mr. Jeffrey Vance / (312)444-5404Second Vice President - Human Re3011rCeSThe Northern Trust Company50 South LaSalle StreetChicago, IL 60675

Mr. Kenneth M. Windisch/(312)461-3'Vice President-Staffmg DivisionHarris Trust and Savings Bank111 West MonroeChicago, IL 60690

Page 19: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment F

FINANCIAL SERVICES CAREER TRAINEEPROPOSED PERFORMANCE STANDARDS BY PROGRAM YEAR

Following is a proposed list of suggested performance standards to be addressed by theCareer Preparation Initiative in Financial Services (CPI-FS) over the four years of educationand training comprising that program. The focus of these standards is the knowledge andskills necessary to master any entry level position within the financial services industry. Itis expected that students will acquire additional knowledge and skills required by the IllinoisBoard of Education and Illinois Community College Board in the course of their educationalprograms.

Standards reflected in this inventory are taken from five sources:

- existing curriculum material from the Chicago Public Schools, the City Colleges ofChicago, and the National Academy Foundation;

- basic skills identified by employer representatives on the CPI-FS ImplementationTeam;

- a DACIJM ("Developing a Curriculum") process conducted for CPI-FS;

- skills identified by the -national Secretary's Commission on Achieving NecessarySkills (SCANS); and

- a series of focus groups held with representatives of the insurance, real estate andsecurities/commodities/brokerage sectors in December 1991.

These performance standards have been validated by a cross-section of Chicago'sfmancial services industry and reflect three key dimensions:

1. The level of attainment: partial knowledge ("PK") or mastery ("M").

2. The point at which the standard should be attained (years 11-12 or 13-14, the latter twoyears occuring in the community college system).

3. Whether some amount of learning should occur in the workplace and during which yearsof the program. This is indicated by a "Yes" in the column under "Workplace".

Page 20: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

FINANCIAL SERVICES CAREER TRAINEEPERFORMANCE STANDARDS BY PROGRAM YEAR

Basic Academic SkillsA. Reading (locates, understands, and interprets written information

in prose and documents)B. Writing

1. Communicates thoughts, ideas, information, and messagesin clear and grammatically correct writing

2. Creates simple documents such as letter, directions, graphs3. Creates more complex documents such as manuals, reports,

flow chartsC. Arithmetic/Mathematics

1. Performs basic computations2. Approaches practical problems by choosing appropriately

from a variety of mathematicar techniquesD. Listening (receives, attends to , interprets, and responds to verbal

messages and other cues)E. Speaking

1. Organizes ideas and communicates orally in a clear andgrammatically correct manner

2. Makes presentations and speaks publiclyF. Formulates and asks questions

II. Thinking (Note: All thinking skills should be applied to avariety of situations)A. Thinks creatively (generates new ideas)B. Makes decisions (specifies gbals and constraints, generates

alternatives, considers risks, evaluates, and chooses bestalternative)1. Simple decision-making2. Complex decision-making3. Ethical decision-making

C. Solves problems (recognizes problems and devises andimplements plans of action)1. Simple orcblem-solving2. Complex problem-solving

D. Conceptualizes (organizes and processes symbols, picturesgraphs, objects, and other information)

E. Knows how to learn (uses efficient learning techniques to acquireand apply new knowledge and skills

F. Reasons (discovers a rule or principle underlying the relationshipbetween two or more objects and applies it in problem solving)

G. Demonstrates understanding of "common sense" and "goodjudgement"

M. General Vocational SkillsA. Processes information

1. Identifies a variety of methods/formats for organizinginformation/data

2. Organizes data for entry3..1n-4uts and stores documents and files4. Maintains documents and files5. Prints and correctly distributes information6. Checks document for spelling, grammar, and accuracy

P.

Yrs. Work- Yrs. Work11:12. place 13-14 place

PK

PK

PK

M Yes

PK M. Yes

YesPK Yes M YesPK Yes M Yes

YesPK Yes M YesPK M

PK

PK

PK Yes M Yes

PK M Yes

Page 21: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

page #2

B. Operates a computer1. Understands basic computer concepts (PC and mainframe)2. Performs start-up functions3. Selects and sets document format and page specifications4. Inputs data in appropriate format5. Demonstrates editing functions6. Originates a data entry file7. Selects the appropriate file to add new data8. Prints mailable documents9. Edits records and modifies files for production10. Maintains a system of storage and retrieval11. Demonstrates basic knowledge of spreadsheet software

including formatting, creating formulae, and pe.iting12. Demonstrates basic knowledge of database soi+ware

including retrieving files; deleting, adding, and sortingrecords; and formatting and printing reports

C. Performs technical support duties1. Follows oral and written directions accurately2. Demonstrates keyboarding skills3. Reviews and organizes data for typing/keyboarding4. Processes incoming and outgoing mail5. Demonstrates proper business etiquette in greeting

visitors/clients, making introductions, escorting visitors toproper ar2a/person, offering assistance

6. Performs telecommunications activitiesa. Demonstrates basic knowledge of telephone functionsb. Demonstrates proper telephone etiquette/proceduresc. Takes messages accuratelyd. Accesses voice mail messages; leaves clear, concise

voice mail messagese. Prepares documents to be faxed

7. Maintains office supplies and forms8. Demonstrates basic knowledge of office equipment, including

simple maintenance9. Organizes, plans and prioritizes work activities

10. Demonstrates alphabetic and numerical filing skills1.1. Transcribes verbal communications into written messages12. Demonstrates note-taking skills

D. Communicates effectively1. Composes and prepares written business communication

a. Determines purpose and audienceb. Organizes major ideas and composes ideas in clear and

concise formc. Demonstrates business vocabulary skillsd. Spells correctlye. Uses proper grammar for business communicationsf. Demonstrates knowledge of acceptable letter and report

formats2. Delivers oral business communication

a. Makes recommendations to supervisors/co-workersb. Gives directions clearly and conciselyc. Corr^,unicates clearly and concisely in pressure situationsd. Res,. _,nds appropriately to nonverbal or implied

communicatione. Speaks tactfullyf. Does not use slang

2,7

Yrs. Work- Yrs. Work-11-12 place 13-14 place

M Yes

YesYesYes

M Yes

M Yes

YesYes

PK Yes M Yes

PK Yes M Yes

M yea_

PK YesPK Yes

PK Yes M Yes

Yes

PK Yes M Yes

PK Yes M YesPK Yes M Yes

Yes

Page 22: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

page #3

3. Demonstrates interpersonal skills to solve problemsa. Exercises leadership (listens to and communicates ideas

to justify position, persuades and convinces others,responsibly challenges existing procedures and policies)

b. Negotiates (works toward agreements involvingexchange of resources, resolves divergent interests)

c. Considers opinions and suggestions of othersd. Delivers and accepts constructive criticism and positive

feedback from otherse. Uses effective questioning and seeks out information to

investigate problems4. Trains new employees

a. Develops an on-the-job training program for a newemployee, determining training needs, methods, and timeframe

b. Demonstrates training skills, implements training planc. Reviews and assesses trainee's progress

E. Customer/Employee Relations1. Understands importance of both internal and external

customers2. Establishes a positive rapport with clients, customers3. Evaluates and prioritizes customer's concerns4. Offers optional/alternatives to meet customer needs5. Refers customers to proper departments6. Demonstrates knowledge of specific company's products and

services7. Matches customer needs to product/services available8. Demonstrates product/sorvice presentation skills9. Resolves misunderstandings and conflicts or refers problem

W. Industry-Specific Knowledge and SkillsA. Demonstrates conceptual knowledge of:

1. Purpose and function of business2. How companies of all sizes are organized3. Sectors comprising the financial services industry:

a. banking and creditb. insurancec. real estated. securities/commodities/brokeragee. accounting

4. Economics5. Marketing, sales and distribution6. Management7. Personal investment fundamentals8. Business law

B. Understands career opportunities in each financial services sectorC. Accounting/Bookkeeping

1. Records entries in journals and ledgers2. Identifies methods and formats for recording expenditures

and receipts3. Maintains accurate records of financial transactions

a. For a personal budgetb. For a corporate budget

4. Compares actual expenditures to budget projectionsa. For a personal budgetb. For a corporate budget

26

Yrs. Work- Yrs. Worka...1Z place _ILIA place

PK Yes M Y es

PK _Lge M

M YesPK _In_ M Yes

PK Yes M Yes

PK Yes:

PK _Mel!PK Yes

PK Yes M Yes.PK Yes M Yes

PK Yes

PKPK

YesPK 2L'IL

PK YesPK YesPK yr&

PK MPKPKPKPKPKPKPKPK

PKPK Yes M Yes

PKPK Yes :

Page 23: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

page #4Yrs. Work- Yrs. Work

1_1:12 place 13-14 MK

5. Identifies variances and measures to bring expenditures in linewith budgeta. For a personal budget PK

b. For a corporate budget PK Yes6. Prepares a personal income tax return

D. Demonstrates familiarity with a particular vocational area withinfinancial services (e.g. property maintenance)1. Understands technical terminology PK Yes M Yes2. Understands basic operations _ES_ Yes M _y_ex3. Identifies relevant information sources for research purposes M Yes

(if applicable)

V. Employability SkillsA. Job-seeking

1. Identifies employment opportunities2. Applies employment-seeking.skills3. Interprets employment capabilities4. Prepares a resume5. Interviews for employment

B. On-the-job1. Follows company policies and procedures2. Understands personal corporate benefits3. Maintains safe and healthy environment4. Maintains businesslike image5. Participates as a member of a team M Yes6. Works with a minimum of supervision PK. Ys& M Yes7. Willingly accepts routine or repetitive tasks and performs

performs them well8. Demonstrates courtesy9. Works with diversity (works well with men and women from M Yes__

diverse backgrounds and of varying ages)10. Demonstrates flexibility

a. Adapts to changeb. Demonstrates ability to identify the need for changec. Adjusts to emergency situations

11. Meets timelines/deadlines12. Demonstrates neatness in work produced and work

environment13. Initiates in identifying a problem/issue and takes PK Yes M Yes I

appropriate action14. Understands the corporate mission and own role in organization M Yes15. Understands quality concepts, tools and principles PK yes M Yes

YesYes

r+.4

VI. Personal QualitiesA. Responsibility (exerts a high level of effort and perseveres towards

goal attainment)B. Self-esteem (believes in own self-worth and maintains a positive

view of self)C. Sociability (demonstrates understanding, friendliness, adaptability,

empathy, and politeness in group settings)D. Self-management (assess self accurately, sets personal goals,

monitors progress, and exhibits self-controlE. Integrity/honesty (chooses ethical courses of action)F. EnthusiasmG. Willingness to learn

29

Yes

Yes

Yes

Yes

Yes

Page 24: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment

LEARNING OBJECTIVES, STANDARDS AND EVALUATION METHODSCAREER PREPARATION INITIATIVE IN FINANCIAL SERVICES

BASIC ACADEMIC _SKILLS

1. Reading. The student locates, understands, and interprets written informatic^ in prose and documentsby identifying explicitly stated facts, drawing accurate inferences, and formulating appropriategeneralizations necessary to perform college-level work.

2. Writing. The student writes thoughts, ideas, information, and messages by using correct grammar,spelling, capitalization, and punctuation and structuring sentences and paragraphs appropriately,organizing main and subordinate ideas, and recognizing basic writing conventions as measured by agrade of "B" or better in college English 101 (Composition I) or a "C" or better in college English 105(Business Writing).

3. Speaking. The student communicaies thoughts, ideas, infoimation, and messages orally by speakingfluent standard English with individuals or groups and using appropriate behaviors such as eye contact,posture, and gestures as measured by a minimum grade of "B" in college Speech 101(Fundamentals of Speech Communication) or a "C" or better in college Speech 160 (Business andProfessional Speech).

4. Math. The student demonstrates computational skills and knowledge of basic mathematical functions(adding, subtracting, multiplying, and dividing whole numbers, decimals and fractions; computingpercents; and interpreting charts and graphs) by choosing appropriately from a variety of mathematicaltechniques to solve practical problems as measured by a "C" grade or better in a college-levelintermediate algebra class or a higher level math class.

THINKING SKILLS

5. Problem-Solving. The student ::ecognizes problems and devises and implements plans of action bywriting short papers, answering essay questions, and analyzing case studies in group discussions, roleplaying, and simulations in the classroom and through monthly evaluations by workplace supervisors.

6. Decision-Making. The smdent makes decisions by defining goals and obstacles, generating andevaluating alternatives, and choosing the best plan of action by writing short papers, answering essayquestions, and analyzing case studies in group discussions, role playing, and simulations in theclassroom and through monthly evaluations by workplace supervisors.

7. Learning. The student evaluates efficient learning techniques and uses them to acquire and apply newknowledge and skills by successfully completing a series of workshops on learning styles.

GENERAL VOCATIONAL SKILLS

8. Information Processing. The student demonstrates understanding of information processing bycorrectly identifying a variety of methods and formats for organizing information/data, efficientlyorganizing data for entry, accurately entering and storing documents and files, correctly printing anddistributing information, and checking documents for spelling, grammar, and accuracy as measured bya "C" grade or better in required course(s) and the satisfaction of the workplace supervisor.

Page 25: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

9. Basic Computer Operations. The student demonstrates understanding and application of basicmicrocomputer concepts and operations by entering, editing, and storing data in appropriate formatsas measured by a "C" grade or better in the required course(s).

10. Spreadsheet Software. The student applies basic concepts and knowledge of spreadsheet softwareby modifying existing spreadsheets, creating formulas and new spreadsheets, and printing thespreadsheet with two or fewer minor errors according to specified formats and parameters providedby the instructor or workplace supervisor.

11. nillikaa.511.0mirt. The student applies basic concepts and knowledge of database managementsoftware by modifying existing databases, creating new ones, and printing reports with two or fewerminor errors according to specified formats and parameters provided by the instructor or workplacesupervisor.

12. Keyboarding. The student has keyboarded at 40 words per minute with a maximum of three errorson a three-minute timed writing.

13. Processes Mail. The student sorts, prioritizes and routes a variety of incoming and outgoing mailand describes the various procedures for sending outgoing mail (e.g. UPS, Federal Express,messenger service) to the satisfaction of the workplace supervisor.

14. Business Etiquette. The student displays a cooperative, helpful attitude by greeting visitors/clients,making introductions, escorting them appropriately, and offering assistance resulting in visitor/clientsatisfaction on an ongoing basis to the satisfaction of the workplace supervisor.

15. Telecommunications. The stadent performs telecommunications activities by demonstzating basicknowledge of telephone functions, exhibiting proper telephone etiquette and procedures, taking andleaving clear and coherent vojce mail messages, and correctly preparing documents to be faxed onan ongoing basis to the satisfaction of the workplace supervisor.

16. Office Equipment. The student displays familiarity with basic office equipment by identifying,using, and performing simple maintenance on a 10-key calculator, photocopying machine, micro-computer printer, typewriter, fax machine, and multi-line telephone to the satisfaction of theworkplace supervisor.

17. Filing. The student demonstrates filing skills by establishing an alphabetic, geographic, subject, andnumeric filing system and retrieving materials from these systems as measured by a passing gradein a filing test in an office procedures class.

18. Written Business Communication. The student creates mailable business documents by generatingbusiness letters, memoranda, research themes, formal business reports, meeting minutes, simpleprocedural documents, job descriptions and performance evaluations in clear and grammaticallycorrect writing which effectively uses business vocabulary and proper formats to the satisfaction ofthe workplace supervisor.

19. Oral Business Communication. The student delivers effective oral business communication bymaking recommendations to supervisors and co-workers, giving directions clearly and concisely inroutine and pressure situations, responding appropriately to nonverbal or implied communication,speaking tactfully, and not using slang as evaluated by the workplace supervisor.

20. Trains Employees. The student effectively orients his/her peers to their job duties as measured bya satisfactory evaluation by the workplace supervisor.

31

Page 26: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

21. Customer Relations. The student demonstrates effective customer relations skills by establishinga positive rapport with customers, offering options/alternatives to meet a customer's needs, referringcustomers to appropriate departments, and resolving misunderstandings and conflicts or referring theproblem on as measured by customer and workplace supervisor satisfaction on an ongoing basis.

INDUSTRY-SPECIFIC KNOWLEDGE AND SKILLS

22. General Business Concepn. The student demonstrates pr^ficiency in basic concepts of generalbusiness organi72tion; economics; marketing, sales and distribution; management; personalinvestment fundamentals; and business law by achieving a minimum cumulative 2.5 grade pointaverage in academic courses covering these areas.

23. Financial Services Concepts. The student demonstrates understanding of the financial servicesindustry by describing the basic function and operations of the finance, insurance, real estate,brokerage, and accounting sectors and identifying career opportunities in each sector as measuredby a "C". grade or better in an Introduction to Business class.

24. Accounting/Bookkeeping. The student understands basic accounting principles by recording entriesin journals and ledgers according to generally accepted accounting principles as measured by a "C"grade or better in an accounting fundamentals class.

25. Vocational Area. The student demonstrates understanding of technical terminology, basicoperations. and if appropriate, relevant information sources for research purposes for a specificvocational area as measured by the satisfaction of the teacher and workplace supervisor on his/hersummary report on each workplace experience. p.

EMPLOYABILITY SKILLS

26. Consumer Economics. The student inco-porates the principles of sound consumer economics bydeveloping a workable personal budget which reflects a realistic salary as measured by a passinggrade on his or her budget project.

27. Job-Seeking. The student demonstrates effective job-seeking skills by identifying employmentopportunities, applying employment-seeking skills, and interpreting employment capabilities asevaluated by interviewer(s) for work placements.

28. On-the-Job. The student exhibits sound on-the-job practices by demonstrating appropriate workbehavior, attendance, and punctuality; accurately completing forms; understanding personal corporatebenefits; maintaining a safe and healthy environment; maintaining a businesslike image; anddemonstrating flexibility as measured by a satisfactory evaluation by the student's workplacesupervisor.

PERSONAL QUALITIES

29. The student displays desirable attitudes including responsibility, self esteem, sociability, selfmanagement, integrity, honesty, enthusiasm, and a willingness to learn by satisfactorily completingthe prescribed coursework and work-based learning experiences required through the CareerPreparation Initiative with a minimum cumulative grade point average of 2.5 and adhering to theprogram's social and academic policies.

32

Page 27: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment H

CAREER PREP EDUCATIONAL PHILOSOPHY

The Career Preparation Initiative iriFinancial Services is designed to provide studentswith both career competencies in the financial services industry and a foundation of basicacademic skills, emphasizing thinking sldlls, decision-making skills, and communicationskills Through this joint venture between business and our schools, personal qualitiesleading to professional success are developed and the student is prepared for employment,a professional career, and continuing education.

This education is effectively developed and delivered only through a genuinepartnership at all levels between the educational and employer communities. Bothdemonstrate their commitment to .this educational approach by identifying and deliveringessential responsibilities and resources.

Within the educational community, the secondary and post-secondary partners arecommitted to delivering a quality educational program. The curriculum is articulated so thatstudents are provided with a "seamless" or continuous education. Technical and academiccurricula are integrated throughout, with- a focus on thinking skills to empower students toactively construct knowledge for themselves. Cooperative problem-solving is also essential,and students learn the importance and benefits of teamwork and interpersonal sldlls.

A representative cross:section of the financial services community identifies andendorses career competencies which support and complement the educational partnership.These competencies are measurable, and student achievement toward them is assessed atregular intervals. Periodic internships in financial services companies allow students to learnskills in the context of real problems. Internships are sequenced so as to build upon thepreceding work experience and are integrated into the total curriculum.

Teachers and workplace supervisors are equipped with the knowledge and sldllsneeded to make this program successful. To this end, they work with the employer andeducational communities in identifying and securing the resources they require to developand provide a quality educational program.

Page 28: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment I

CAREER PREPARATION INITIATIVE - FINANCIAL SERVICESPROPOSED ACADEMIC AND SOCIAL POLICY

To encourage the development of desirable attitudes and job behaviors on the part ofstudents in the Career Preparation Initiative in Financial Services (CPI-FS) such asresponsibility, self-esteem, sociability, self management, integrity, honesty, and awillingness to learn, the following academic and social guidelines are recommended.

To remain a student in good standing:

1) 95% of all assignments are completed;2) 90% of all classes are attended;3) dress and grooming codes .are followed; and4) a cumulative grade point average of 2.5 in CPI-FS classes is maintained after the

first semester in high school and college.

Students are withdrawn for violations of disciplinary policy of participating educationalinstitutions, including but not limited to cheating, theft, fighting, or excessive tardinessor absenteeism. Students' academic performance will be reviewed periodically andacademic probation will occur if improvement is not made within the specified dmeframe.

Ali students are to review this policy with a program administrator or faculty member andsign a form indicating their understanding and agreement to abide by its terms.

Page 29: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Lact-1ment J

CPI-FS CUPPICULUM COmMiiitt.Scope of Work and Assignments

1. Review existing programs of study and course outlines for the ChicagoAcademy of Finance at the high school and community college levels todetermine:

a. where learning objectives are addressed (by class and within courseoutline)

b. identify which, if any, objectives are not addressedc. recommend new classes to address these objectivesd. recommend substitution of classes which do not address objectivese./Xecommend changes to course outlinesf. recommend timing and programming for three work-based learning

experiences

C. Brown, D. Brownstein, C. Franz, R. Johnson, M. McPherson

2. Develop a work-based learning component which identifies specific,measurable objectives to be addressed by students' supervisors andassessment instruments for each of the three work experiences. Alsorecommend appropriate training, training tesources, timetable andmaterials for supervisors.

J. Lombard

3. Recommend teacher training/development activities, methods, resourcesand timetable at the high school and college levels.

Entire Committee

4. Write an academic philosophy describing our targeted student.

Entire Committee

5. Develop a student portfolio assignment that will span the entire fouryear program and reflect individual growth and mastery of many of theCPI-FS competencies. A work journal should be incorporated into thisand at least one face-to-face student evaluation should be included.

Entire Committee

6. Identify external resources and internal/external support needed toachieve curriculum-related products described above. .

Entire committee

35

Page 30: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment M

JONES METROPOLITAN HIGH SCHOOL606 SOUTH STATECHICAGO, IL 60605

ACADEMY OF FINANCE PROGRAM

ITEMIZED LISTING OF INSTRUCTIONAL-NATERIALS:

DESCRIPTION REQ/BUCKET NO. TOTAL

Chicago Sun-Times IM#1392570 $105.00

Irstructional MaterialsClassroom Newspapers-daily

Simon & Schuster IM#1392542 1,408.77

Instructional Materials40 Textbooks-Pageant ofWorld History/Teacher's Edition

Scott Foreman IM#1392544 1,007255,,

Instructional Materials44 French textbooks

Scribner Educ Publishers IN#1392608 945.00

Instructional Materials

30 text000ks-Understanding Lit.

Bantam Doubleday IM# 1392607 342.00

Instructional Materials30 textbooks, English

Simon & Scnuster IM#1392694 1,408.77Instructional Materials40 textbooks/Pageant of WorldHistory/Teacher's Edition

Scott Foresman IM#1392532 1,166.72

Instructional Materials30 Math Project text000ks1 Visual aid pkg/l-IBM PKG.

American Bankers Assn IM#1392693 1,178.00Instructional Materials40 textbooks-Principles ofBanking/Teacher's eaition

36

Page 31: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

4:

DESCRIPTION RED/BUCKET NO. TOTAL

. Southwestern Pub. CO IM1392636 713.95Instructional Materials30 ACCOUNTING I-wbrKing.P3pers/guides30 ACCOUNTING I worksheets60 Problem Tests

38 683gEiive testsOverhead projector calculator

SCOTT Foresman IM#1392637 1,509.99Instructional Materials28 Hardbound Student Texts.DI-Moi Level French28 Practice sheet workbooks23 work tape Manual/1 audio test

SCRIBNER ED. Pub. IM#139-2633 945.00Instructional Materials30 textbooks/UnderstandingLiterature

O S Marketing Systems IM#1392692 76.95Instructional MateriaLs1-Graphic calculator

Bantam Doubleday IM#1392631 432.00Instructional Materials

30 Early African AMER. Classes30 Four Great Amer. Classics30 Do YOU Like It Here

Page 32: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

14i, irc r"jic,i Cl<VOL. 22 NO. I JONES METROPOLITAN HIGH SCHOOL OF BUSINESS & COMMERCE SEPTEMBER 1991

OF

MP

Christopher P. Gardner,Manager. Gardner Rich &Co. Chicago Academy ofFinance Advisor) Board.

Nelvia M. Brady.Chancellor. City College:. 't

of Chicago. ChicagoAcademy of Finance

Ads isory Board.

I .e"

"

Susan 'Limn,. Directorfor Program Adm..National Academy

Foundation.

Diana Robinson. Director ofPrograms, Harold Washington

College.

Donald E. Brown. ChairmanChicago Academy of Finance

Ads isory froard. PresidentEffectise Management Technologies

3 8

Bernard Spillman.Attsistarit Superintendent

Chicago PublicSchools.

Initiation Of TheACademy Of Finance

by Anabel AndrangoAs all of us waited anxiously for the

commencement of the program. I wasable to talk to a parent pd ask herreaction to this ceremony for thestudents who are part of Academyof Finance.

She was very proud of her daughterand she was so excited as she had neserexperienced such an oi:casion.

Finally, Mrs. Buckney cami, up tothe podium and requested esery one'sattention to the beginning of the pro-gram. First she expressed her emotionsabout the Academy of Finance. "Wehave worked diligently with theBusiness Council for over six monthsto be able to hate this moment."

Donald E. Brown. Chair of theChicago Academy of Fim, ce Ads isoryBoard was next on the podium. His ex-pressions of endearment weresomething like this: 1 feel like a proudfather today! For six months I hasebeen waiting for this baby." The sur-prise was that each and esery singlestudent of the Academy of Financewould qualify for a scholarship whichwould in turn enable them to go to anycollege they would like to attend. Thereqwrements were: 11 The studentmust be eager enough to want to go tocollege. 2) A student must be enrolledin the Academy ef Finance curriculum.31 Also the students who are satisfac-torialy in (he curriculum will also hasea paid summer internship which will bein the businesscommunily. 41 The student, in order to receise a scholarship.must have a B plus average. and base a95 percent attendance rate to qualify.

After the presentation Mr.Brown, Mrs. Buckey and nnMiller introduced the charter class otthe .A.-ademy of Finance.

The students were: W Iliarn Alex-ander, Norma -Wanda. LakeishaBeans, Asaniewaa Beasles, LakenaBosd. Nicole Clark, V ill le Carry.Peliar Durden, Glosanna Espinoza.

AM.

Annie H. Miller. Academyof 1-inance. Teacher

specialist. JonesMetropolitan High

School.

Cherrie Little, Jacquelyne Little.Venita Lockett. famara Mckenzie.Lai:: Morrow. Shaneen Newton,Timothy Parker, Tekenya Peek, IsyPorter. Hubert Ptak. Deborah Ratney.Shelley Riggs, Esmeralda Roque.Helen Rucker. Beatrtz Sanchez. IrmaSanchez. Patricia San Martin, HowardSchabow. Cheryl Sc,itz. Tasha Undc,-wood, Jaime Villanuesa. Tarnas aWright.

Next up was on: of the most influen-tial ladies. Diana Robinson. thc Chairfor City Colleges of Chicago. She em-phasized the fa:: that JonesMetropolitan High School is the onlyhigh school :u hase sucn u cure;;uluniand the only one to has e an internshipprogram in the business community.The only one in the <iiy 01 Live:Igo:W hat a n honor.

Following Diana wa-. the Superinten-dent of Chicago Pubik: Schools. TedKimbrough. He has been in publiceducation for oser 36 years and he wasalso a principal ot a school but he men-tioned he had neser seen such motisa-(ion in a class. One thing he made clearwas that 95ro of the class was a minori-ty. But this was a good sign to thebusiness communIty for n shows theminority groups are rezognizing thesalue of an education and especially inthe business enstronment. One of thespeaker< said she felt as if she hadgisen birth to the greatest thine eser."I've past gone throueh an immaculateconception!" But in general eachspeaker was proud to say Mat this wasthe future generation of the workforce. And they're pretty happy it'speople with such a background, notonly educational terrain but also a widesariety of backgrounds such as ethnic.cultural and basicaily moral. At theJones Reporter we hopc that thesestudents realize that they base a chancein a lifenme and that they shouldn'twaste it. We wish you the best andhope you come out on top past like allJonesites do w hen thev are doing theirbem

BEST COFY AVArata::

Page 33: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

NES REPAttachment N-

VOL. 22 - O. 3 JONES METROPOLITAN HIGH SCHOOL OF BUSINESS & COMMERCE NOVEMBER 1991

Academy of Finance Breakfast MeetingTHE ACADEMY OF FINANCE

SALUTES ARTHUR ANDERSENby Li liana Cortez

On Tuesday, October 22, 1991, thc Academy of Finance saluted ArthurAndersen & Co. during a breakfast meeting here at Jones Metro.

Although l was a few.minutes late for the meeting, 1 was there on time toPsten to the first speaker, Michael J. Richards, with whom I had thc pleasureto speak. He spoke of the company's distributitin of 300 offices- in 36countries, and its primary business that is accounting. Mr. Richard is thc man-'ager and he has many duties besides bcing manager, such as helping other'companies with bookkeeping; providing services to help customers withaccounting; and working in the consulting division helping computerizedcompanies to run their systems.

Next up to the podium was Dallas Creitlon, who is a tax consultantior Ar-thur Andersen & Co.. He works in thc consulting division designing computersystems for different companies that will aid them with their personal ac-counts, and is currentry working on a system of personal computers for managers.

Introduzed next was Lauren Claire, who works in the Audit Section. She hasworked for Arthur Andersen & Co. for two years. In the Audit Section someof their dutics arc to prove what their clients own and possess is legal and true,'and thcy issuc control letters.

Up next was Bruce Williams, who is responsible for staff and works in thetax division. Hc mostly works helping to set up divisions that strictly workwith wealthy families to prepare their tax returns. Their commercial division isa multinational corporation.

After all thc guest speakers stepped up to thc podium, Ms. Miller made anintroduction of the Chicago Academy of Finance Charter Class of 1991. andimroduced the Academy staff teachers: Ms. Maggie Culver, Accounting; Mr.Joseph Zalc, Economics; Mc. Merle Tillery. French; and of course Ms. Millerherself as thc Academy of Finance Coordinator. .0/

Afterwards there was a special thanks given to Mr. Davki Rosen front theChk:ago Board of Education and the students had the opportunity to askquestions to the special guest speakers.

Finally, there was a special recognition of the Academy of Finance class of-ficers, who arc:

PRESIDENT: Adrienne Farmby.VICE-PRESIDENT: Latrese HardnickSECRETARY: Ceetter CarpenterASSISTANT SECRETARY: Nora VeraTREASURER: Cheryl Ann ScottThc Academy of Finance students will have the opportunity to participate in

a summer internship and each student is guaranteed a 52,000 scholarship, bas-ed upon 95rn. attendance rate and 3.56 Gl'A.

All in all, this was a great opportunity for the Academy of Finance studentsto learn of thc great and magnificent job world that awaits them. So, guys andgirls, keep up the good work and show you're the I:07.st!

Lauren Claire of theAndersen Co. picturedbreakfast meeting.

Arthurat the

Michael Richards. Manager forArthur Andersen Co. and stu-dent Salt ador (merrero.

Members of the Jones marl% our principal and Diana Robinson of the ( Imagopictured at the breakfast meeting.

39

.1.111.

%cadent% ol I inance

BEST COPY AVAILABL(

Page 34: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

NM.. 22 NO 4

I

JONES METROPOLITAN I-410H SCHOOL OF BUSINESS & COMMERCE DECEMBER MI ANUAR1 (992Me....10

Academy of FinanceHosts Northern Trust

-foe'

_

John Frederick and Hubert Ptak meet W illiam satterstrom,Senior Nice President of Northern Trust.

Mike Tortorao of American E \press deft. w hich will beguests of AM- in Fehruar poses Mt speakers front NorthernTrust Michele Clark, Robert Saunders. Graciela Hurtle. WilliamSetterstrom. Man kosarik and John Frederick.

The representaose trom 1mericoltalks with At )1- suukrus (.iosannaCuerrero.

F..ST COPY AVAILABLE

sprvs Mike I ortoeflospinora and 'SAS ,:dor

40

and dedication to be th est. ana evenif they were not on the honor mil, itdoesn't mean they are not doing well."He is proud of the Jones students' in-

. itiative, and Jones will definitely set thepace for other schools.

Alan Dean was invited by DianaRobinson and was greatly impressed byour program. He admitted he didn'teven know of Jones' existence, but hisfirst impression of the Academy andJones was so positive that he predictedthat the commitment of the studentsand staff will help Jones to flourish.

Northern Trust &MkMeets With The

Academy Of Financeby Tamara Wright

The Academy of Finance kicked offanother successful breakfast for themonth, which took place Wednesday.December IS. 1991. This is the thirdbreakfast that Elie AcaCymy of Financehas had and t'dis time u was wth TheNorthern Trust Compan,.

Many encouraging words were saidby some important people. Those im-portant pt.opie wer, William Set-terstrom, Senior "ice President of Cor-porate Training: and Nfarya Kovacik,who designs and teaches courses forchoice options. All u ere welcomed andgreeted by the Academy 01 Finan.'estudents. stall and Cozette Buckney,our p-incipal. The Academy ofFinance was recognized for someoutstanding accunplishments and forthe enthusiasm inji ...js shown :0

our guests. Thc Academy of Finance ismaking so many moves right now. Thisis the Charter Class of Academyof Finance and eserone is lookingover each others backs to help There'sa lot of hard stork and the taking of alot of challenges but by basing thesebreakfasts and meeting these impor-tant people, their encouragment helpsus and our fellow classmatec, and alsoour teacher, to go turiher isith ineAcademy of Finance.

It is a great opportunity lor anyoneuho wants to know uhat the ,torkfor..:e is all about ano -.hat it tako toreach those standards that will heir)sou acmes e in getting into the son.,orce

Along with Northern Trust Bank.\Me Tortorello. Amer...an Express.was ',cre lo akno.ledtte thr A,adem.01 F nan.e That will rrortahls be theney: .,.:nrany :hat wsl nice,

Recognition E orAcademy Of

Finance StudentsLiliann Cortes

On Tuesday, :,:osemher 2ti. 99.Jones hosteri rhc N..auc'n.. Cr. : 2: -.A.ard, Breakfast in the .1,:-:torianif.s7r in rect.-notion of the stud-nts to-their perfect attend-rice L.adachieseme^t.

The esent began 17t.lred'-c-lion of uur prtncipai. Mrs.the N01- Junior Cla-- P. rm.Adrienne Farrrhy. Mrs. gas-.a welcoming address to the students.staff, and special guestspeakersDonald E. Brown. Chair-man of the Chicago Adascrris ofFinance Advuory Board: .'siar Dean.Chief Financial Otticer of the ChicagoBoard Options Exchange: rtd D,anaRobinson. 'he Cht..ag.., .Acadcmy ofFinance Program Director. Each 2Uestspeaker presented remark ., :hegartering, and the awards were thenpresented by Mrs. Bucknev for perfectattendance and or honor roll. Afterthe awards presentation cher:. Wdreception giyen in the place ot atten-dance.

In an trite:siva with Dana Rob:n-son. she said that "the suszesc ot Jones

determine it ine A01pands into other hien ,..nooi- Shealso ease the three maul. :casons iiwhs. Jones. ..nosen :of .ng i-73gram: i t tor t.,etng a unique scnotw andthe only mgr. -,.hnol in the countrymat's a two-year business rugn -snout,(21 Jones es Business: and 131 Jones riasserious business ties with trie ousinesscommunus, gising many job oppor-tunities for the students

Donald E Brow t. s3ls1 .nestudents that -lust oeing n the 7rogram inspires 'hem to Jee.ae

.

Page 35: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

'JONES REPORT tchitiNVOL. 21 - NO. 5 JONES METROPOLITAN HIGH SCHOOL OF BUSINESS & COMMERCE FEBRUARY 1992

"Academy Of FinanceSalutes First Chicago

National Bank"by Lilian* Cortez

On Wednesday, January 29, 1992.,the Academy of Finance had thehonor to have four guest speakers fromthe First Chicago National Bank,located in downtown Chicago.

The breakfast meeting began with anintroduction by AOF Junior ClassSecretary, Ceet ter Carpenter, who thenmade for the welcome address by Mrs.Buckney. The first guest to step up tothe podium was Steven Capouch, Vice-President of First Chicago. He hasbeen with the corporation for 13 years,and also on the Chicago Academy ofFinance Board for 3 years. He statedthat the bank has various locations inthe country and this past year it hadS49 billion in assets. First Chicago is alarge corporate business involved inregular transactions. Next was JamesLowry, and after him James Mason,both first Scholars at First Chicago.Both talked about their experiencesduring thc summer internship at FirstChicago. and who are now currentlyemployed at the bank. James Lowryattended Princeton University andJames Mason attended Washington

.State University. Last to the p6diumwas Lcvoyd Robinson, CorporateBanking Officer. Mr. Robinson hasbeen with the corporation for threeyears, and his primry job is to call peo-ple who have not paid their loans. Hereceived his M.B.A. front Nor-thwestern University.

In an interview with Steven Capouchand Levoyd Robinson, I learned Mr.Capouch is in charge of the trainingprogram, and both stated that it reallydoesn't matter if you attend a citycollege. They help companies withtheir debts and/or figure solutions.Currently thcrc arc I7,1/00 peopleemployed in the corporation, and everyyear they employ 500-60) people. Utleyarc always looking for smart people,butall four strongly cmphasi/ed thatthe main skills to succeed in the work-ing world arc to hase good continuumication. Writing. and analticat sUls.hut most importantly good communi-cation skilk, since that is what has putFirst Chicago ahead.

The February breakfast meeting \silthonor students on academic achiese.mem and perfect attendance. Thc pur-pose of these meetings w ith high col-.porate eseculiscs gist: students thepornmity it csi.ell mid stint: tot mint.:a spiNial 10,4111111011 1111 OW 11..1% Ilk

111% 1111: .11..0011! 1,11,gta1/1

Page 36: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment 1.

JONES REPORTERVOI.. 22 NO. 7 JONES METROPOLITAN HIGH SCHOOL OF BUSINESS a COMMERCE

Academy Breakfasts WithShearson Lehman And

Atlanta AOFby Tamara Wright

The Academy of 'Finance has beenhaving a tremendous number of suc-cessful break lasts, and now ShearsonLehman !Smothers can be included withthe other successes.

Shearson Lehman Brothers attendeda breakfast with the Jones ADE: onMarch 27( II, in the auditorium foyer.LNcellent speakers represented thefinancial 'ems ices corporation: GloriaMcMahon, Senior Vice-President;Laurence Cierachty Jr.. Senior Vice-President: Michael Skinner. Vice-President; and Al Thomas, FinancialConsultant, who left us with thisthought. "Going and getting theeducation is worth it. Stick to youreducational goal. Sonic of thespeakers told the AOF how they cameto. join Shearson Lehman. as well asabout Shearson Lehman's predecessorsand the company's history.

Not only was Shearson LehmanBrothers represented at the Marchbreakfast, but thc Atlanta Academy ofFinance joined us at the same time.The Atlanta group, which had flown inon the 25th. enjoyed ShearsonLehman's presentation as much as thcJoncsites did, and continued their tripto Chicago with a sight-seeing tour ofthc downtown area; they rounded outtheir day with attendance at the AOFDance which was held the evening ofthc 27th in the Jones gymnasium.

The Atlanta AOF had a wonderfultime, and told us that they lovedChicago. Thanks to the Advisor)Board; Diana Robinson. Director ofAOF: Dr. Buckney, and Nls. A. Miller,Coordinator of our MN:. for makingall this possible.

A special apology to Amerien Ex-press for their inadvertent omissionfrom last months's issue of theREPORTER. We appreciatedAmerican Express taking the time tospeak to the young Jonesites who arcalways eager to know about theworkforce and V. hat it takes to survisc.

42

p.

Academy of FinanceDance

by Duane PorterThe Academy of Finance dance,

"You're Breaking My Heart", washeld in the Jones gymnasium on Uri-day.March 27th. and it was a greatsuccess, due to the hard work ol theAcademy students and their sponsors,Mrs. Culser and Mrs. \

he dance's success uas further in-sured by the DJ, the one and onlyLniantmel rippen, whit star fed the parm .totopme w tilt Ills musical selestions.

Joining Ow itfitc% AA* studentsuere members of the Atlanta AM,Jut had joined Jones at the AOF

. iklast with Shearson LehmanBrothers earlier in the day.

The dance was also the setting torthe announcement ta the choices forMr. and Ms. Academy of I mance.1992%. Mt. and Ms. Academy olVinance were William Alexaniler and

Hardnik. ()tinnily Parker andImam Wright were the runners-up.

Page 37: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

JONES REPORTEchitiN°VOL. 22 NO. 8 JONES METROPOLITAN HIGH SCHOOL OF BUSINESS & COMMERCE JUNE 1992

_roa"1 d4.4

s

The Jones Academy of Finance hosted a breakfastfor Ernst and Young on April 22, 1992, in theauditorium foyer. Participating (Left to right) were: Ms. M. Culver, accounting teacher; Ms. A.Miller, Jones' AOF coordinator; Gina Griffin, AOF student; Erik Nance, Jr., and Felicia Haraway,Junior Account Executives, Ernst and Young; Diana Robinson, Program Board; and SalvadorGuerrero, AOF student.

ACADEMY TOADMIT

FRESHMENby LaTrese Hardnick

Jones is going to base another firct..this time in September of 1992. ThisSeptember, we are eoine to hase 28ninth-graders, who will be :he Pre.Academy of Finance Students.

Students were selected for the pro.gram based on their interot in Pre-Acaderm: programs, academic perfor-mance, a 950 o attendance rate, :sndabove-average stanine lock on meIowa Test of Basic Skills.

In addition to the required highschool classes, the Pre. Academystudents will take key boarding and as.-counting to help prepare them tor theintensise tsso.ear As.adems program.Students will also be esposed to Mcunique business ens ironmem here J:Jones .

This tw O.:. Car Pre- Acadefils pro-gram Nk ill insure that students in-terested in business are prepared ioenter and be suczessful in she t hisagoAcademy of Finance.

4 3

AcademyProgram

Wins AwardOn June 11. Jones principal Dr.

Buckney accepted the "Conites.tions2000 Ideas Program" award, presemto educators who base exhibited tn.noyatise techniques tor Integratingcurriculum across disciplines. so-eluding the integration 01 .1,ademisand technical content.

The award was presented in Sprung.field at the Connections 92 Con.ferense tor Jones new .Asadents otFinance program.

Jones ssas the onl) Chicago l'uNtsSshool to re,cuse llits ,olard

BEST COPY AVAILABLE

Page 38: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Attachment 0

CHICAGO ACADEMY OF FINANcg at,

11 O:SMetropolitan high Schoolof Business and Commerce

A Chicago PublicHigh School

606 S. State Street :Chicago, Illtnols312-534-8601i =

__. Paid Summer Internship*

Junior College Class

Job Placement In Financial

Services Industry

FOR FURTHERINFORMATION CALL

Annie Miller at p,

312-534-8614Jones Means Business

'S1

44

Page 39: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Pre-

Aca

dem

y of

Fin

ance

Cou

rse

of S

tudy

Stud

ents

enr

olle

d in

the

Pre-

Aca

dem

y of

Fin

ance

at J

ones

Met

ropo

litan

Hig

h Sc

hool

will

take

the

follo

win

g cl

asse

s:

9th

Gra

de10

th G

rade

Eng

lish

1 (H

onor

s)So

cial

Stu

dies

Alg

ebra

(H

onor

s)B

iolo

gySp

anis

hK

eybo

ardi

ngPh

ysic

al E

duca

tion

Mus

ic

Eng

lish

II (

Hon

ors)

U.S

. His

tory

Geo

met

ry (

Hon

ors)

Scie

nce

Span

ish

IIA

ccou

ntin

g 1

Phys

ical

Edu

catio

n II

Art

INFO

RM

AT

ION

RE

QU

EST

FO

RM

Ple

ase

send

mor

e in

form

atio

n ab

out t

he:

Pre

-Aca

dem

y of

Fin

ance

Chi

cago

Aca

dem

y of

Fin

ance

Sch

ool S

tude

nt is

Pre

sent

ly A

ttend

ing:

Nam

e:

Add

ress

:

City

/Sta

te:

Zip

Cod

e

Te1

epho

ne:

Hom

eW

ork

Mai

l to: 45

Mrs

. Ann

ie B

. Mill

er, C

oord

inat

orC

hica

go A

cade

my

of F

inan

ceJo

nes

Met

ropo

litan

Hig

h S

choo

l60

6 S

outh

Sta

te S

tree

tC

hica

go, I

L 60

605

Atta

Chm

ent I

c

AN

NO

UN

CIN

G T

HE

NE

W

PRE

-AC

AD

EM

Y O

F FI

NA

NC

E P

RO

GR

AM

AT

JON

ES

ME

TR

OPO

LIT

AN

HIG

H S

CH

OO

LO

FB

USI

NE

SS A

ND

CO

MM

ER

CE

FOR

9TH

AN

D 1

0111

GR

AD

E H

IGH

SC

HO

OL

STU

DE

NT

S

606

Sout

h St

ate

Stre

etC

hica

go, I

llino

is 6

0605

(312

) 53

4-86

00

A P

rogr

am o

f the

Chi

cago

Boa

rd o

f Edu

catio

nO

ffere

d in

Par

tner

ship

with

the

Chi

cago

Aca

dem

y of

Fin

ance

A P

rogr

am o

f the

Nat

iona

l Aca

dem

y F

ound

atio

n

48

Page 40: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

Wha

t is

the

Pre-

Aca

dem

y of

Fin

ance

?

Star

ting

in S

epte

mbe

r 19

92, J

ones

Met

ropo

litan

Hig

h Sc

hool

of

Bus

ines

san

d C

omm

erce

is o

ffer

ing

a sp

ecia

l Pre

-Aca

dem

y of

Fin

ance

pro

gram

for

9th

and

10th

gra

de s

tude

nts.

Thi

s tw

o-ye

ar a

cade

mic

pro

gram

ens

ures

that

stu

dent

s in

tere

sted

inbu

sine

ss a

re p

repa

red

to e

nter

the

Chi

cago

Aca

dem

y of

Fin

ance

, whi

chis

off

ered

onl

y at

Jon

es in

thei

r 1

lth y

ear.

In a

dditi

on to

the

requ

ired

hig

h sc

hool

cla

sses

, Pre

-Aca

dem

y st

uden

tsw

ill ta

ke k

eybo

ardi

ng a

nd a

ccou

ntin

g to

hel

p pr

epar

e th

em f

or th

ein

tens

ive

two-

year

Chi

cago

Aca

dem

y of

Fin

ance

pro

gram

.

Stud

ents

in th

e Pr

e-A

cade

my

of F

inan

ce a

re a

lso

expo

sed

to th

e un

ique

busi

ness

env

iron

men

t at J

ones

Hig

h Sc

hool

. Eve

ry s

tude

nt a

t Jon

es is

inte

rest

ed in

a b

usin

ess

care

er, a

nd e

very

one

mus

t adh

ere

to (

hebu

sine

ss d

ress

and

gro

omin

g st

anda

rds

for

whi

ch J

ones

has

bee

nac

clai

med

nat

iona

lly.

Why

Jon

es M

etro

polit

an I

ligh

Scho

ol?

Jone

s ha

s ed

ucat

ed o

ver

20,0

00 o

f C

hica

go's

off

ice

wor

kfor

ce d

urin

g its

mor

e th

an 5

0-ye

ar h

isto

ry. A

s th

e m

ost m

oder

n bu

sine

ss h

igh

scho

ol in

Chi

cago

, Jon

es f

eatu

res

prog

ram

med

lear

ning

fac

ilitie

s, a

udio

visu

aleq

uipm

ent,

elev

ator

, air

con

ditio

ning

, mod

ern

dini

ng r

oom

, lec

ture

hal

lan

d ca

rpet

ed s

peec

h ro

omA

ll bo

oks

and

busi

ness

pra

ctic

e m

ater

ials

illus

trat

e th

e la

test

met

hods

for

bus

ines

s ed

ucat

ion.

Jone

s H

igh

Scho

ol is

con

stru

cted

like

a c

onte

mpo

rar

y of

fice

bui

ldin

g an

dis

acc

essi

ble

by a

ll m

odes

of

tran

spor

latio

n. L

ocat

ed in

Chi

cago

'sdy

nam

ic S

outh

Loo

p, J

ones

is w

ithin

eas

y w

alki

ng d

ista

nce

of th

e ci

ty's

wor

ld-c

lass

fin

anci

al d

istr

ict,

the

dow

ntow

n go

vern

men

t com

plex

, and

the

new

Har

old

Was

hing

ton

Lib

rary

.

Wha

t Will

the

Siud

ent G

ain?

An

oppo

rtun

ity to

beg

in p

repa

ring

ear

ly f

or a

car

eer

in b

usin

ess.

Into

day'

s co

mpe

titiv

e w

orkp

lace

, a s

olid

hig

h sc

hool

pre

para

tion

is n

olo

nger

a lu

xury

it's

a ne

cess

ity.

47

A s

ense

of

prid

e in

bei

ng p

art o

f a

spec

ial p

rogr

am th

at e

xpec

ts e

xcel

lenc

efr

om it

s st

uden

ts a

nd h

elps

them

to a

chie

ve it

.

An

unde

rsta

ndin

g of

wha

t it t

akes

to s

ucce

ed in

the

wor

ld o

f bu

sine

ss.

Stud

ents

lear

n th

e at

titud

es, s

peec

h, a

nd d

ress

cod

e em

ploy

ers

wan

t fro

mth

em in

add

ition

to th

e kn

owle

dge

and

skill

s ex

pect

ed o

f bu

sine

sspr

ofes

sion

als.

If a

ll Pr

e-A

cade

my

of F

inan

ce p

rogr

am r

equi

rem

ents

are

sat

isfa

ctor

ily m

et,

stud

ents

are

gua

rant

eed

adm

issi

on in

to th

e C

hica

go A

cade

my

of F

inan

ceat

Jon

es in

thei

r llt

h ye

ar. S

tude

nts

from

oth

er s

choo

ls m

ay e

nd u

p on

a w

aitin

g lis

t for

lim

ited

spac

e in

the

Chi

cago

Aca

dem

y of

Fin

ance

.

Who

is E

ligib

le f

or th

e Pr

e-A

cade

my?

Stud

ents

inte

rest

ed in

app

lyin

g to

the

Pre-

Aca

dem

y of

Fin

ance

at J

ones

Met

ropo

litan

Hig

h Sc

hool

mus

t hav

e:

1)Su

cces

sful

ly c

ompl

eted

the

8th

grad

e in

pub

lic o

r pr

ivat

e sc

hool

.

2)A

n el

emen

tary

sch

ool t

rans

crip

t whi

ch r

efle

cts

high

aca

dem

icpe

rfor

man

ce a

nd a

95%

atte

ndan

ce r

ate.

3)T

aken

the

Iow

a B

asic

Ski

lls T

est i

n th

e ar

eas

of r

eadi

ng, m

ath,

sci

ence

,E

nglis

h, a

nd s

ocia

l stu

dies

.

4)A

rea

ding

sco

re a

t or

abov

e ST

AN

INE

7.

How

Do

I G

et M

ore

Info

rmat

ion

Abo

utth

e Pr

e-A

cade

my

of F

inan

ce?

Eith

er f

ill o

ur th

e fo

rm o

n th

e ba

ck o

f th

is p

age

and

mai

l it t

o th

e ad

dres

sbe

low

, or

telp

hone

:

Mrs

. Ann

ie B

. Mill

erC

oord

inat

orC

hica

go A

cade

my

of F

inan

ceJo

nes

Met

ropo

litan

Hig

h Sc

hool

606

Sout

h St

ate

Stre

etC

hica

go, I

L 6

0605

(312

) 53

4-86

0048

Page 41: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

*********

THE ACADEMY OF FINANCE STAFF

MAGGIE CULVER

Accounting;

GEORGE WILLIAMS

JOSEPH ZALE

World of Finance

EARL SILVERMAN

MERYL TILLERY

Foreign Language

ANNIE B. MILLER-COORDINATOR

JEANNE M. CAREY, ASSISTANT PRINCIPAL

WILLIAM C. MICELI, ASSISTANT PRINCIPAL

COZETTE BUCKNEY, PRINCIPAL

41)

Attachment L

JONES METROPOLITAN HIGH SCHOOL

OF

BUSINESS AND COMMERCE

presents

PRE-ACADEMY OF FINANCE BREAKFAST MEETING

DECEMBER 6, 1991

Sponsored by:

THE CHICAGO PUBLIC SCHOOLS

in partnership with

THE NATIONAL ACADEMY FOUNDATION

and

THE ADVISORY BOARD OF THE

CHICAGO ACADEMY OF FINANCE

50

Page 42: on (MN) - ERIC · Report. INSTITUTION Chicago Public Schools, Ill. SPONS AGENCY Illinois State Board of Education, Springfield. ... (Js (see Attachment E, I-Team list) met ... Chicago

PRE-ACADEMY OF FINANCE BREAKFAST MEETING

DECEMBER 6, 1991

PRCGRAM

INTRODUCTION OF PRINCIPAL

Academy of Finance Coordinator

Annie B. Miller

WELCOME ADDRESS

Principal, JONES METROPOLITAN HIGH

SCHOOL

Cozett0 Buckney

REMARKS

Diana Robinson, Program Director

Chicago Academy of Finance

Harold Washington College

Cozette Buckney, Principal

JONES METROPOLITAN HIGH SCHOOL OF

BUSINESS/COMMERCE

RECOGNITION OF GUESTS

Jeanne M. Carey, Assistant Principal

JONES METROPOLITAN HIGH SCHOOL OF BUSINESS/COM.

Adjourn

5/

GUEST LIST

JACK FELDMAN

JOSEPH C. RISBY

THERESE H. BURROUGHS

GERTRUDE COLEMAN

GRACE CRAWFORD WRIGHT

JUANITA HUTCHINSON

JOANN PIERSANT

CORINNE REDDING

MILDRED L. GRANT

STEVEN HELLER

VERONICA PEPPERS

ADRIENNE HUBBARD

CYNTHIA HANNAH

SHEILA YANCEY

SHIRLEY ANDERSON

FRANK ABBINANTI

DOROTHY WIELGOSZ

CHRISTINE P. ALLEN

MARY E. JOHNSON

VICTOR SKALA

LEA LEWIS

MARY ANN HANSEN

ZITA SHLAUSTAS

LILLIE KINNARD

ROBEW COLLINS

LAUREN DUFF

GLADSTONE ELEM.

ELLA FLAGG YOUNG

BURROUGHS

LIBBY

ANDERSON ACADEMY

SOUTH LOOP

ANDERSON

EMMET

VANDERPOOL

BROWN SCHOOL

GARRETT A. MORGAN

GREELEY

TILDEN HIGH

RICHARDS

LINN

GARY

CARROLL

MADISON

MEDILL IVG

SCHNEIDER

REED

BEALE

BOND

J. N. THORP

CURTIS

ENGELWOOD HIGH