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Antioch High School Teacher Team Externship Business Process: Learned the basic functions and operations of The Tennessee Credit Union Academy: Academy of Business and Hospitality Team Members: Pam Appleton (Academy Coach), Amanda Davoli (Marketing), Lavette Dismuke (Business), Robert Kriebel (Accounting), Amy Jamison (Social Studies) and Peter Malmquist (Math) Externship Company: The Tennessee Credit Union Project Description: Students will create a marketing campaign to promote financial literacy. The campaign will integrate Language Arts, Social Studies, Science, Marketing, Finance, and Mathematics. The students will investigate the history of financial institutions to develop an understanding of economic principles in a global economy. Math will use linear analysis to show growth of account balances with varying interest rates and beginning balances to promote economic principles. Student writing in all subject areas will include logical and persuasive strategies to promote student membership. Making Academic Connections: Math: 3102.1.7--Students will use technologies appropriately to develop an understanding of abstract mathematical ideas, to facilitate problem solving, and to produce accurate and reliable models. 3102.2.1—Understand computational results and operations involving real numbers in multiple representations. English: 3005.1.1 Standard American English conventions and vocabulary are essential to effective communication and to success in college classrooms and workplaces. 3005.2.5--Effective communication through clean and persuasive expression and attentive listening is necessary for success in school, the workplace, and the larger community. 3005.3.1--The ability to write clearly and coherently for a variety of purposes to a variety of audiences is vital to individual success. Science: Biology/Chemistry3210.T/E.1-- Explore the impact of technology on social, political, and economic systems. Environmental Science 3255.6.3-- Evaluate the impact of personal actions on the environment Students will explain how consumer choices in TN impact jobs, resources, pollution, and waste here and around the world. 3255.6.4--Identify and explain choices you can make to lessen your impact on the environment. Social Studies: History 2.0--Understand the economic climate in the United States during the Depression Era. History 4.0--Recognize the effects of the Great Depression on the United States political and judicial systems. Economics 6.1--Understand the elements of personal and fiscal responsibility. Economics 6.1--Understand the elements of personal and fiscal responsibility. Government 2.4—Understand the connection among resources and institutions that govern the management and distributions of those resources. Personal Finance 2.0—Money Management; 3.0—Spending and Credit and 4.0—Saving and Investing Elective: Accounting3.0—Students will demonstrate an understanding of cash control systems. Marketing 2.0-- Students will demonstrate an understanding of economic concepts and principles in a global economy. Financial Planning 3.0-Students will compare the different types of financial institutions. 4.0-- Students will examine the various investment opportunities. 5.0-- Students will evaluate the use of credit. Industry Vocabulary: 1. 2. 3. 4. 5. 6. 7. 8. 9.

Compliance Regulation BALANCE OFAC Special Business Group Express Call Smart Branch Email Marketing ACH

10. 11. 12. 13. 14. 15. 16. 17. 18.

ATM Debit Cards Credit Cards Social Media Marketing Board of Directors Non-profit vs. For-profit Charter Code of Ethics Privacy

19. 20. 21. 22. 23. 24. 25. 26. 27.

Whistle-blower Dye-pack Balancing Teller Navigator Bylaws Financial product Batch NICU FDIC


Antioch High School’s Integrated Curriculum Unit Plan Topic: Financial Literacy Student Performances Math

English

*Students recognize and express the effect of changing constants and/or coefficients in problem solving. (3102.1.5)

*Standard American English conventions and vocabulary are essential to effective communication and to success in college classrooms and workplaces. (30065.1.1)

*Describe and/or order a given set of real numbers including both rational and irrational numbers (3102.2.3)

*Effective communication through clean and persuasive expression and attentive listening is necessary for success in school, the workplace, and the larger community. (3005.2.5) *The ability to write clearly and coherently for a variety of purposes to a variety of audiences is vital to individual success. (3005.3.1)

Science

Social Studies

Marketing/Accounting

Personal Finance/ Financial Planning Personal Finance *Understand banking procedures and services (2.4)

Biology/Chemistry *Explore the impact of technology on social, political, and economic systems. (3210.T/E.1)

Economics * Understand the concepts and impact of the American financial structure, including banking and monetary policy. (2.2)

Marketing * Differentiate between the types of economic systems including the interrelationship of business, government and individuals. (2.1)

Environmental Science *Evaluate the impact of personal actions on the environment. (3255.6.3)

*Understand that scarcity of productive resources requires choices that generate opportunity costs. (2.5)

*Evaluate the effects of monetary and fiscal policies on economic decisions (2.7)

*Identify and explain choices you can make to lessen your impact on the environment. (3255.6.4)

History *Identify New Deal Programs/Initiatives (i.e. Social Security, FDIC & Wagner/Fair Labor Standards Act) (8.6) *Identify the changes in social and cultural life caused by the Great Depression and the Dust Bowl (8.4) Government *Understand the connection among resources and institutions that govern the management and distributions of those resources. (2.4)

Accounting *Students will write checks, records deposits and calculates balances on check stubs. (3.1) *Prepares bank reconciliations (3.2)

*Demonstrate knowledge of basic principles of consumer finance. (3.1) *Analyze consumer debt management (3.3) *Examine various forms of credit payment (3.4) *Identify reasons for saving and investing (4.1)

Financial Planning *Compares and contrasts the services of banks, credit unions, savings & loan associations and other financial institutions. (3.1) * Compares the major types of investment alternatives (4.2) * Analyzes the advantages and disadvantages of credit (5.1)

Essential Question: Why should I become a member of The Tennessee Credit Union?

Project Description: Students will create a marketing campaign to promote financial literacy. The campaign will integrate Language Arts, Social Studies, Science, Marketing, Finance, and Mathematics. The students will investigate the history of financial institutions to develop an understanding of economic principles in a global economy. Math will use linear analysis to show growth of account balances with varying interest rates and beginning balances to promote economic principles. Student writing in all subject areas will include logical and persuasive strategies to promote student membership.


Project Activities and Timelines Activity MarketingStudents will: Create various marketing strategies to publicize Credit Union. Create a promotional event to attract students to become members of the Credit Union. Social StudiesStudents will: Research and trace the development of American financial systems beginning with the Great Depression. Be required to create a financial budget for the upcoming year, including the cost of school activities (Prom, Senior Trip, graduation, etc.) MathStudents will: Create and analyze linear graphs of account balances. Track credit union membership and assets representing this information in multiple formats. ScienceStudents will: Analyze how technology impacted society. Create environmental awareness posters or ads. EnglishStudents will: Read Of Mice and Men by John Steinbeck Develop a written financial plan that has objectives that will ultimately lead to their DREAM. Business/Finance/Accounting/Personal Finance Students will: Create a business plan from start to finish. Prepare a budget for a pre-determined family. Create a Word Wall on Academy hall of financial literacy terms.

Staff Responsible

Amanda Davoli John Woodall

Claudia Davidson Amy Jamison

Peter Malmquist John Pica Michael Woodward

Deadline

8/10 to 5/11

8/10 to 5/11 8/10 to 5/11

Marc Quarles Jerry Moss

8/10 to 5/11

Amy Jamison

Robert Kriebel

-Successful enrollment at the TTCU at AHS -Brochures -House Competitions -Slogan -Electronic Advertising -Radio Promotions/Advertising - Written reports and presentations on financial systems and economy -Personal budgets and financial goals set

8/10 to 5/11

Nancy Cole Corey Staggs

Lavette Dismuke

Product/Result

8/10 to 5/11

-Read and create graphs -Predict trends -Write reports based on numeric data -Innovate technology -Report findings to class -Plan AHS’s “Green” movement” -Posters/ads displayed throughout school -Oral reports -Final Plan will be presented in class -Create business documents to support plan

-Final budgets will be presented in class and analyzed by accounting students. -Final Business plan will be presented in class. -Analyze accounting documents


Personalization Options for Financial Literacy 1. 2. 3. 4. 5. 6. 7. 8.

Grand Opening of Credit Union Guest Speakers from various financial institutions. Stock Market Game. Variety of games geared toward making life decisions including spending money, investing and purchasing real estate. Job Shadowing. Campaigning in spring for new candidates for Credit Union employees. Contest amongst grade levels/advisories/academies to foster new accounts Parent Call-outs


Antioch TTCU FINAL