Citi Cards and KCEE Partnership 10 year, $200 million commitment to financial education Focusing...

Citi Cards and KCEE Partnership

• 10 year, $200 million commitment to financial education

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

• Citigroup Regional Council (Kentucky, Indiana and Ohio)

CitiFinancial, SmithBarney, Citi Cards and Primerica

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

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

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

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

Introduction Moderator gives a brief synopsis of Citigroup and

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

PeopleDebriefing Questions

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

Citigroup School Visit Schedule

(approximate time – 2 hours)

“Ump’s Fwat”

Q. Who was Ump?

“I know, I know… an entremanure!”

oops..(entrepreneur)

I wonder if I could ever be an

Entrepreneur, like Ump?

Activity 1

TheWoolly Mammoth

Burger Factory

Woolly Mammoth Burgers Specifications

2 inch bun (need 2) yellow

Round 1 – measure with ruler

Round 2 – measure with metal cup

1 ½ inch meat blue

Round 1 – measure with ruler

Round 2 – measure with bottle cap

3 dabs ketchup red

2 pickles green

5 sesame seeds(use pencil)

Capital Resources needed…

Getting last minute instructions…

“Let’s go to work!”

We are human capital!

Activity 2

Woolly Mammoth Burger

Market Day

16 flinks per burger. 16 flinks per burger.

Activity 3

Decisions! Decisions! Decisions!

Do I Spend, Save, or Give Back?

Decision Time!

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

back?

The Give Back Jar is Full!!

The smiles

say it all!