Youth Financial Literacy

A Youth Financial Literacy & Customer Acquisition Program  

youth financial literacy program 

Financial Literacy Workshop Program 

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www.ootbyouthfinancial.org

Out Of The Box Youth Financial Literacy Program 

About OOTB
The Out Of the Box (OOTB) Youth Financial Literacy Program provides talented, at-risk
teens with a means to gain an understanding of financial and entrepreneurial skills. The
program’s success is built upon its partnerships with local corporate institutions, educational
and faith-based groups and national non-profit organizations focused on youth
empowerment. 

Key Facts
•  Founded 2004, as a non-profit, 501(c)3 organization
under the Eagles Economic Community Development
Corporation

•  The OOTB Mission is to improve the quality of life for
1 million at-risk teenagers by increasing opportunities
for educational, economic and social development.

•  The OOTB program is managed by a group of diverse
professionals comprised of successful entrepreneurs,
former investment bankers, non-profit volunteers and
corporate executives. 

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OOTB Leadership Capabilities 
OOTB’s leadership team consists of corporate business
professionals and entrepreneurs with accomplished experience in
the education, financial investments, banking, government,
marketing and advertising sectors.

The organization is led by Marc E. Ellis, Chief Executive Director.
Marc brings over five years of specific operational
experience and industry knowledge in effectively building,
branding,
and promoting marketing channels within fragmented industries.

Prior to co-founding the company, Marc was CEO of Madison’s
Bag, a branded promotional vehicle for a nationwide group of dry
cleaners. Prior to his involvement in the dry cleaning industry, Marc
was Vice President at Wachovia Securities Inc. and Chase
Marc Ellis
Manhattan Bank, where he advised middle-market companies on
Executive Director 
their capital strategies.

Marc holds a B.A. in Finance from Morehouse College and an
M.B.A. in Finance and Marketing from NYU Stern School of
Business. 
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Target Profile
Demographic & Psychographic Profile
• At-risk, underserved and talented students, ages 14 –18
• Caucasian, African American, Hispanic, Asian, other
• National reach via community organization partnerships and high school districts
• Primarily low-to-moderate income families; secondarily middle income families
• Lacks basic banking, budgeting, credit management, investing and entrepreneurial
understanding
• Typically, financial literacy teachings are not discussed, taught at home
• Brand conscious, frugal spenders
• Attributes wealth and success to high profile influencers in sports, music and
wealthy professionals
• Students are recommended and/or recruited by the educational, corporate and
advocacy organizational partners aligned with the OOTB program.

Alumni Program
Upon completion of the program, students graduate with the skills to maintain a
secure financial future in addition to receiving on-going mentoring with career
placement and interviewing skills along with a checking account with a major banking
institution. 

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OOTB “Millionaire” Principles ™
Students Ask: How Do I Become a Millionaire?
OOTB Answers: In Order for Me to Become a Millionaire, I MUST: 

1. Develop Financial Partnerships 7. Understand My Risk Tolerance
2. Live Within My Budget 8. Diversify My Investments 
3. Build and Maintain an Excellent 9. Limit My Interest Expense
Credit Score 10. Develop a Specific Service that Generates
4. Develop a Long-Term Multiple Revenue Streams
Financial Vision 11. Know My Target Client and My
5. Protect My Financial Identity Potential Competitors
6. Ensure My Money Earns a 12. Leverage My Network 
Healthy Return

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Curriculum Highlights 
•Derived from the 12 OOTB Principles ™, our proven financial
literacy education sequence covers banking & budgeting,
investing, credit management and entrepreneurship

•Student measurement tools evaluate financial comprehension,
foundational understanding and futuristic empowerment

•Curriculum includes interactive learning exercises providing
students with realistic financial management issues

•Workshop facilitators are experienced banking, investing,
and corporate business professionals

•Personal and professional sessions encourage leadership,
self-esteem, charity, ethics and moral character

•Team projects enhance teamwork, listening, leadership and
camaraderie skills 

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What Partners Are Saying… 

Beverly Dabney, First VP Pamela Antoine Weekes, William Greene, Executive Director
Community Affairs Relationship President, Junior League of for Teaching & Leaning, Clayton
Brooklyn County School District
Manager, Washington Mutual Bank

“This program (OOTB) is relevant to quot;The Junior League is pleased “OOTB provided a sound and
any teen who wants a formula for to be able to offer Brooklyn measurable literacy tool for eight of
financial success. Our partnership Teens a means to gain an our area high schools to increase
with OOTB has been a huge regional understanding of financial and standardized test scores. Over the
success in granted Wachovia entrepreneurial skills. It could past year, we have strived to develop
immediate access to youth/parents very well be this program that additional training to our students to
with a turn-key and measurable will encourage many teens to increase our rankings and OOTB was
solution in Atlanta and New York. have a more positive and new one of the best added value programs
We look forward to expanding our perspective of their future.”  we implemented. The students loved
community outreach with OOTB and the interaction, our teachers got
are pleased to note the program as a involved and parents were thrilled.
highly recommended partner.”  We look forward to a continued
relationship and are extremely 

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Communityhas successfully expanded its’ corporate and community
Outreach 
The Out Of The Box program
organization partnerships within metropolitan Atlanta, Georgia, Harlem & Brooklyn, New York
and Macon, Georgia. More market expansion programs are scheduled.

Additionally, OOTB has partnered with major corporations and organizations that lend their
professional talent and volunteerism to help impact a high-level competitive program. 

Non-Profit & Educational Partners Corporate Partners

• Clayton County School District • J.P. Morgan Chase
• Eagles Economic Community • Washington Mutual Atlanta & Brooklyn
Development Corporation • Owens Corning
• Brooklyn Junior League • Edwards Jones Investing
• Brooklyn Chamber of Commerce • Capitol Mortgage
• Brooklyn Borough Hall • Wheat Family Dental
• Xcelling Youth Zone (XYZ) • Alcoa
• Gospel Tabernacle Church • Xerox
• Open World Christian Ministries • IBM
• Christian City Church • SunTrust Banks
• Covenant Community Development • Wal-Mart 
Resource Center 
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National Media Reach 
Print
• Wall Street Journal
• The Atlanta Journal-Constitution – South
Metro
• Clayton County Daily News
• Clayton Neighbor
• Southside Shopper
• South Fulton Citizen
• Empowerment For Life Magazine

Television
• ABC News
• Fox News Atlanta
• Fox News New York

Radio
• Atlanta 102.5FM, Radio One Network
• V103.3FM
• WAOK 1380 AM

Electronic E-Mail Coverage
• EECDC Database
• Brooklyn Junior League Database
• Brooklyn Borough Database 

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How Students Are Benefiting… 
Wall Street Journal Interviews OOTB Alumni; 6/27/07…
Tales of a Ninth-Grade Fund Manager
At 14, Brandon Conley shorts stocks, meets CEOs, sleeps
little; why mom is 'terrified‘. 

BROOKLYN, N.Y. -- Brandon Conley opens his weekly Wednesday 7:30 a.m.
conference call with a briefing of news items affecting the portfolio of his fund,
Mariner Investment Advisers.

……Brandon got the idea to start the fund in November when he took a
financial-literacy course. As part of the program, he and other students
had to develop their own business plans. One student wanted to open a
View other features on OOTB
skateboard shop. Brandon, who became interested in markets with a
Alumnus Brandon Conley
virtual-reality game called Neopets and was setting up mock stock
portfolios by the age of 12, wanted to start his own investment fund. quot;It
http://abclocal.go.com/wabc/st
blew me away,quot; says Jay Ellis, a regional manager of Washington Mutual
ory?section=our_schools&id=5
in Manhattan and the course instructor. 
548482
To read the entire article, please visit the below link:
http://online.wsj.com/article/SB118255301502745318.html? http://www.worldmag.com/articles/
mod=googlenews_
14067 
wsj 
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Program Achievements 
• Secured a partnership with Clayton County High Schools, one of Georgia’s
most progressive school districts, providing financial literacy education to
teens from 8 participating high schools

• Several waves of students have successfully completed the program in
Atlanta, Georgia, Brooklyn, New York and Macon, Georgia

• Students achieved a 180% increase in financial literacy

• The program opens and funds banking and investment accounts for all
students that successfully complete the program

• Students participate in an active Alumni Relations program that provides
Corporate Mentoring, Career Counseling, Job Referral, and On-going
Networking 

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Youth Financial
Literacy Workshop Series
“Based on a national survey of high school seniors, America's teenagers as a
group in 2004 score a failing grade in basic financial literacy knowledge.”

Network Financial Institute  
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Learning Objectives & Expected
Outcomes 
Program Learning Objectives:
•Participants will learn the fundamentals of banking and budgeting, investing, credit
management and entrepreneurship in a fun and instructional atmosphere
•Partner with high schools and youth-driven organizations that reach at-risk and
underserved and disadvantaged youth
•Partner with leading corporations to obtain expert facilitation of student workshops
•Reach over 500 students in the Southeast effort

Student Expected Learning Outcomes:
•Participants will better understand financial basics
•Participants will understand financial blueprint options as a road map to their success
•Participants will have the ability to immediately apply workshop learnings
•Become an active Alumni Member taking advantage of our career development
components 

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Student Workshop Agenda 
INTRO INFORMATION COURSEWORK

•  Workshops 1 - 3 Pre-Survey OOTB Millionaire Principle #1:
•  Review of OOTB Organization Facts •  “I Must…Develop Financial Partnerships”
•  Review of the 12 OOTB Millionaire •  Interactive Team Exercise #1
Principles ™ OOTB Millionaire Principle #2
•  OOTB Course Objectives  •  “I Must…Live Within My Budget”
•  Interactive Team Exercise #2
OOTB Millionaire Principle #3:
•  “I Must…Develop a Long-Term Financial
Vision”
•  Interactive Team Exercise #3
•  “Accountability” Character Pearl
•  Facilitator Profile
•  Workshop 1 Post-Survey 

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Certified Lectures 
•  Experienced Financial Professionals Teach the
Workshops

•  These Lecturers are Trained by OOTB and Commit to
Teach (3) Classes Per Year

•  This is an Excellent Turnkey Volunteer Outlet for Your
Emplyees

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Marketing & PR 
All partnering organizations and corporate entities will combine efforts to
ensure effective results in student recruitment, acquisition of new accounts
and public relations initiatives.
OOTB’s base marketing program will launch a joint 8-12 week plan to
include the following: 
The Website for the tour
•Press Release distribution
•Joint Press Kits for local media
(www.ootbyouthfinancial.org )
•Website Links to OOTB
will include registration
•Market-specific online registration forms
•Market-specific email blasts
documents, partner information,
•On-Site Student Recruitment at PTA or other
partner profiles and more. 
parent mtgs (TBD)
•Public Service Announcements
•Workshop Kick-Off Press Conference
•Graduation Ceremony
•Partnership Training
•Parent Workshop Session 

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Brand Integration 
The OOTB Sponsorship Team will customize branding opportunities for Corporate
Title Sponsors to ensure your youth financial literacy message and products can
have a seamless integration without defraying from our overall purpose and vision. 

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OOTB ROI Measurement Tools 
Outreach Measurements 
OOTB Program Assessment
• Pre & Post Student Surveys •  Non‐Profit Community 
• Pre & Post Parent Surveys     Partnership Profile 
• Pre & Post Corporate
•  High School Partnership 
Volunteer Surveys
    Profile 
• Student Attendance
• Graduates
Brand Value Measurement 
•  Brand Message Exposure 
Media Measurement
•  Brand Interaction Platform 
• Media Impressions
• Press Clippings •  Brand Spokespersons, 
• Feature Story/Interview     Volunteer Participation 
Coverage
•  In‐Branch Advertisement 
• Media Groups 
•  On‐Site Signage, Display 
•  Sales, New Accounts 
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Partnership Investment 
• Venue Signage
• Sponsor ID on student curriculum materials
• Integrate brand’sfinancial training
• 10x10 exhibit space at all in-market press,
materials and core services as supplement
parent, student launch receptions
education within the workshops
• Access to co-marketing opportunities with
• Logo inclusion on all print and on-line
OOTB national community organization
marketing materials
partners
• Name mentions in all publicity and on-line
• Ability to survey, capture data per market
efforts
• Incorporate Financial Partner into the OOTB
• Prominent exposure on OOTB website
Community Commitment PR campaign
Acknowledge Financial Partner as a
scheduled for 2008
Presenting Sponsor for the programs reaching
• Produce a co-branded 2008 OOTB /
teens through partnering with several major
Financial Partner t-shirts to students
organizations
• Provide corporate volunteers as workshop
• Brand inclusion in all marketing, publicity
facilitators and monitors
and promotional opportunities
• Donate promotional items as student
• Introduce OOTB college graduate students
participation workshop incentives
to the Financial Partner Internship Program
Investment: $100 / Student 
through our Alumni program
• Opportunity to assist with stamping out
financial illiteracy among at risk teenagers. 
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Contact Information 
Marc E. Ellis
Out Of The Box Youth Financial Literacy Program
Executive Director
(p) 770.964.5744
(e) marc@OOTBYouthFinancial.org

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