sife annual report (2009)

5
2008 2009 S CHOOL CHOOL AND AND C OMMUNITY OMMUNITY C entral Piedmont Community College (CPCC) is a large, urban two-year college located in Mecklenburg County, North Carolina. This includes the city of Charlotte and a greater metropolitan population of approximately 1.5 million people. Charlotte is an economically thriving “New South” city emerg- ing as the nation’s second largest banking center. Of Charlotte’s 827,445 residents, approximately 148,940 adults do not have a high school diploma (Census 2000), and 20% of adults in Char- lotte cannot read at a Level 1 Literacy Skill Level (National Adult Literacy Survey). C PCC operates six campuses making it the largest commu- nity college in North Carolina. CPCC’s student body is diverse and older 46% of students represent a minority popu- lation and the average age is 29. Approximately 38% of CPCC students are categorized as high risk and non-traditional stu- dents; many are recent immigrants, displaced workers and of low income. TEAM EAM HISTORY ISTORY E stablished in fall 2003, the eight member SIFE team com- peted and was awarded Rookie of the Year. The team won the South East Regional Championship in March, 2007. T his year’s SIFE Team membership is diverse with students participating from many curriculum. Team members work while earning their degrees and are committed to changing the community. In 2004-2005, the team underwent some changes, but re-established itself under Ms. Patricia McDaniel’s leadership in 2005-2006. Two additional faculty advisors were added, Mr. Eric Taylor and Mr. Cedric Steele. SIFE T SIFE T EAM EAM OFFICERS FFICERS Advisors: Pat McDaniel, Nadine Russell, Robert Shoffner, Cedric Steele and Eric Taylor President: Robert Pope Vice-President: Kelly Emmanuel Vice-President: Gregory Rann Project Manager: Branden Whitehurst SIFE T SIFE T EAM EAM MISSION ISSION S TATEMENT TATEMENT O ur mission is to empower the community by teaching self- sufficiency through financial planning, entrepreneurship, and effective citizenship. This team was organized to provide opportu- nities for team members to give back to the community through teaching and service. Goals: 1. Deliver programs that meet community needs 2. Raise funds to support our mission and projects 3. Increase membership and replace students graduating P ROJECT ROJECT 1 ADULT HIGH SCHOOL Criteria Met: Financial Literacy, Success Skills, and Sustainability Hours: 12 People Impacted: 175 Project Status: Completed; On going Project Cost: In-Kind Donations Need: Low high school graduation rate and literacy level within Charlotte region Project Description: SIFE designed and delivered financial semi- nars to students at CPCC High School. These seminars were de- signed to provide participants with the tools needed for managing their financial resources in a competitive economy. The Financial Literacy Workshop teaches and reinforces financial management skills which include; budgeting, debt consolidation, checking and savings account information, insurance tips, investing, and FICO scores. Practical exercises in budgeting and investing helped partici- pants understand their finances. Measured Results: Directly educated 175 adult high school students Distributed Fannie Mae Credit Smart booklets, HSBC book- lets, insurance handouts, and budget worksheets, as reference tools for students to take notes and complete exercises Increased participant’s knowledge of common credit and finan- cial problems and solutions 97% Retention Rate

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Page 1: SIFE Annual Report (2009)

2008 — 2009

SSCHOOLCHOOL ANDAND CCOMMUNITYOMMUNITY

C entral Piedmont Community College (CPCC) is a large, urban two-year college located in Mecklenburg County,

North Carolina. This includes the city of Charlotte and a greater metropolitan population of approximately 1.5 million people. Charlotte is an economically thriving “New South” city emerg-ing as the nation’s second largest banking center. Of Charlotte’s 827,445 residents, approximately 148,940 adults do not have a high school diploma (Census 2000), and 20% of adults in Char-lotte cannot read at a Level 1 Literacy Skill Level (National Adult Literacy Survey).

C PCC operates six campuses making it the largest commu-nity college in North Carolina. CPCC’s student body is

diverse and older – 46% of students represent a minority popu-lation and the average age is 29. Approximately 38% of CPCC students are categorized as high risk and non-traditional stu-dents; many are recent immigrants, displaced workers and of low income.

TTEAMEAM HHISTORYISTORY

E stablished in fall 2003, the eight member SIFE team com-peted and was awarded Rookie of the Year. The team won

the South East Regional Championship in March, 2007.

T his year’s SIFE Team membership is diverse with students participating from many curriculum. Team members work

while earning their degrees and are committed to changing the community. In 2004-2005, the team underwent some changes, but re-established itself under Ms. Patricia McDaniel’s leadership in 2005-2006. Two additional faculty advisors were added, Mr. Eric Taylor and Mr. Cedric Steele.

SIFE TSIFE TEAMEAM OOFFICERSFFICERS Advisors: Pat McDaniel, Nadine Russell, Robert Shoffner, Cedric Steele and Eric Taylor President: Robert Pope Vice-President: Kelly Emmanuel Vice-President: Gregory Rann Project Manager: Branden Whitehurst

SIFE TSIFE TEAMEAM MMISSIONISSION SSTATEMENTTATEMENT

O ur mission is to empower the community by teaching self-sufficiency through financial planning, entrepreneurship, and

effective citizenship. This team was organized to provide opportu-nities for team members to give back to the community through teaching and service. Goals: 1. Deliver programs that meet community needs 2. Raise funds to support our mission and projects 3. Increase membership and replace students graduating

PPROJECTROJECT 11 ADULT HIGH SCHOOL

Criteria Met: Financial Literacy, Success Skills, and

Sustainability

Hours: 12

People Impacted: 175

Project Status: Completed; On going

Project Cost: In-Kind Donations

Need: Low high school graduation rate and literacy level within

Charlotte region

Project Description: SIFE designed and delivered financial semi-

nars to students at CPCC High School. These seminars were de-

signed to provide participants with the tools needed for managing

their financial resources in a competitive economy. The Financial

Literacy Workshop teaches and reinforces financial management

skills which include; budgeting, debt consolidation, checking and

savings account information, insurance tips, investing, and FICO

scores. Practical exercises in budgeting and investing helped partici-

pants understand their finances.

Measured Results:

Directly educated 175 adult high school students

Distributed Fannie Mae Credit Smart booklets, HSBC book-

lets, insurance handouts, and budget worksheets, as reference

tools for students to take notes and complete exercises

Increased participant’s knowledge of common credit and finan-

cial problems and solutions

97% Retention Rate

Page 2: SIFE Annual Report (2009)

PPROJECTROJECT 22 ETHICS BOWL Criteria Met: Business Ethics, and Sustainability

Hours: 4

People Impacted: 22

Project Status: Completed; on-going

Project Cost: In-kind Donations

Need: Help students to develop a value system

Project Description: SIFE Presented several ethical questions

to North Ridge Middle School students. Prior to receiving ques-

tion students were tested on their knowledge of ethics. Students

were unable to define or give examples of ethics. SIFE students

gave a lecture gave examples of ethical dilemmas and answer

questions from students about ethics. Students engaged in an

ethical game where they were divided into teams and answered

questions on ethics.

Measured Results:

Post testing showed a 100% increase in knowledge.

PPROJECTROJECT 33 Global ISSUES PROJECT Criteria Met: Ethics, Market Economics, Success Skills

People Impacted: 439

Project Status: Completed

Project Cost: In-Kind Donations

Need: To sparks students to think globally and to respect other

cultures

Project Description: SIFE team collaborated with the CPCC

International Business program to host guest lecturers on

Global Affairs. Topics included the ethics of doing business in

the occupied territories of Palestine; the role of women in devel-

opment and diplomacy worldwide; and the history of the CIA

and the current impact on our security. Participants included

CPCC students, faculty and members from the Charlotte com-

munity. Feedback from the audience indicated they were ex-

posed to views and information not frequently covered by main

stream media sources.

Measured Results:

Business students came back to their class with moving

question and a greater understanding of these topics.

PPROJECTROJECT 44 ANTINTI--PPIRACYIRACY Criteria Met:

Business Ethics, and

Sustainability

Hours: 28

People Impacted: 69 busi-

ness student, 497 YouTube

views and 200 seminar atten-

dees

Project Status: Completed; on-going

Project Cost: Campus in-kind resources, Donations

Need: Develop an awareness of the impact of piracy

Project Description: SIFE Team partnered with CPCC

Videography’s Department to produce an Anti-piracy Video.

Students were questioned on their use of illegal CDs, and vid-

eos and whether they considered their actions ethical.

Measured Results:

Raised level of ethical consciousness.

PPROJECTROJECT 55 JUNIORUNIOR AACHIEVEMENTCHIEVEMENT Criteria Met: Market Economics, Success Skills, and

Sustainability

Hours: 37

People Impacted: 133 Middle School Students

Project Status: Completed; on-going

Project Cost: Campus in-kind resources, College donations

Need: To help middle school students learn about decision

making, careers, budgeting, credit, and insurance.

Project Description: SIFE partnered with Junior Achieve-

ment to teach Martin Luther King Jr. Middle School students a

series of classes regarding decision making, careers, budgeting,

credit , and insurance. SIFE members were trained on Junior

Achievement Economics for Success program.

Measured Results:

90% Improved understanding of economic choices.

Page 3: SIFE Annual Report (2009)

PPROJECTROJECT 66 TEENEEN BBUSINESSUSINESS PPROGRAMROGRAM Criteria Met: Success Skills, Financial Literacy, Market

Economics, Entrepreneurship, and Sustainability

Hours: 70

People Impacted: 59 high school students

Project Status: Completed; On-going

Project Cost: $3,000.00

Need: Business fundamentals required by students aspiring to

become entrepreneurs

Project Description: The SIFE team designed this program to

assist low income/high risk students in understanding the funda-

mentals of the business environment. These students were inter-

viewed and selected based upon their desire to become entrepre-

neurs. Students completed a series of workshops on leadership,

business operations, business writing, financial management and

business etiquette.

Measured Results:

Improved understanding of business terminology .

Created operating plans for their new businesses.

Developed customer service and networking skills.

PPROJECTROJECT 77 PLAYGROUND FOR SUCCESS

Criteria Met: Entrepreneurship, Financial Literacy Market Economics, Success Skills, and Sustainability Hours: 9 People Impacted: 200 Project Status: Completed Project Cost: $0.00 Need: Helping self employed daycare providers understand the various tax and administrative regulations that affect their long term survival Project Description: SIFE delivered financial literacy and wealth building seminars to daycare providers. These seminars are de-signed to provide participants with the tools needed for managing their financial resources in a competitive economy. Measured Results:

Based on the surveys 99.5% of the participants felt that this seminar had been extremely helpful and asked that if we could provide more of these seminars. Many called with questions.

PPROJECTROJECT 88 CURB IT! Criteria Met: Environmental Sustainability, Entrepreneurship

Hours: 15

People Impacted: 25

Project Status: On-going

Project Cost: $ 0.00

Need: To become active participants in saving the planet

Project Description: SIFE partnered with the City of Char-

lotte Solid Waste Services. Seminars were given to small busi-

ness classes about the benefits of proper recycling strategies.

Measured Results:

Students stated that the seminar was extremely informative

and that they will implement recycling in their businesses

and homes.

PPROJECTROJECT 99 ESP (Energy savings plan) Criteria Met: Environmental Sustainability, and

Sustainability

Hours: 100

People Impacted: 86

Project Status: Ongoing

Project Cost: $0.00

Need: To become active participants in saving the planet

Project Description: SIFE partnered with Cochrane Middle

School and Amersco. We will deliver seminars that will teach

six graders and faculty about the why behind the “Going

Green” Initiative and how to develop Energy saving plans.

Cochrane Six Graders will develop Energy Saving Plans for

their school and home.

Measured Results: Testimonials:

“I feel that by getting them involved in a hands on project,

they will grasp the concept and more importantly take

those ideas home to family members and really help the

environment.”

SSUSTAINABILITYUSTAINABILITY AANDND NNEXTEXT YYEAREAR’’SS GGOALSOALS

Sustainability will be achieved by recruiting new members ones through faculty referrals, research recommendations, classroom visits and the addition of new projects. SIFE will also use CPCC’s marketing resources to create community awareness.

Expand training opportunities for SIFE team.

Continue existing projects and add new ones

Page 4: SIFE Annual Report (2009)

FFINANCIALINANCIAL SSTATEMENTTATEMENT

CCOMPERHENSIVEOMPERHENSIVEPPROJECTROJECT SSUMMARYUMMARY

Cash Flows

Beginning Balance Fundraiser Donations

789.46 306.00

1455.90

Grants 3000.00

Cash Inflows 4094.06

Project Cost 3000.00 Miscellaneous Expense 751.88

Total Expenses (3751.88)

Ending Balance 1799.48

Division Director: ____________________________________

Sam Walton Fellow: ___________________________________

SIFE Team President: _________________________________

AADVISORYDVISORY BBOARDOARD MMEMBERSEMBERS Gregory Sharpe, Human Resources, Coke Cola Bottling Company

Thea Bandy, Technical Writer, Wells Fargo,

Debbie Page, Human Resources, Wells Fargo,

Joseph Rapely, Veteran Specialist, Mecklenburg County,

Renee Hode, Director, Institute of Entrepreneurship, CPCC

Dr. Beverly Loach, Director, Business and Accounting , CPCC

Allen Dargins, Owner, Reality Resources of the Carolinas

Target Audience People

Impacted Total Hours

Criteria Met* Project Status

Financial Literacy Adult High School Students 175 22 1, 5, & 6 Completed On-going

Ethics Bowl Middle School Students 22 4 2 & 6 Completed On-going

Global Issues Project Business Students 439 15 2,3 & 5 Completed

Anti-Piracy Greater Charlotte & Online Com-munity

766 7 2 & 6 Completed On-Going

Junior Achievement Middle School Students 133 37 3 , 5 & 6 Completed On-going

Teen Business Program Low Income-High Risk Students 59 70 1, 3, 4, 5 & 6 Completed On-going

Playground For Success Charlotte Child Care Providers 200 9 4,1,5, 3 & 6 Completed On-going

Curb It Small Business Students 25 15 7 Completed

ESP (Energy Savings Plan) Charlotte Mecklenburg Schools 86 100 7 & 6 On-going

National Entrepreneurship Week

Charlotte Community 270 16 3, 4, 5 & 6 Completed On-going

Swaziland Emvebeko High School in Swaziland

75 20 3, 4, 5 & 6 On-going

Key* 1. Financial Literacy 2. Business Ethics 3. Market Economics

4. Entrepreneurship 7. Environmental Sustainability 5. Success Skills 6. Sustainability

Leadership Academy at Midwood High School

Page 5: SIFE Annual Report (2009)