1.
Introductions
2.
Information and History
3.
Internship Requirements
4.
Professional Development Overview
5.
Committee Descriptions
6.
Teaching Financial Literacy Decal
7.
Meet the Interns

President
VP of Professional Development
Community Outreach Director
IT director
VP of Operations
VP of Finance
Public Relations Director
Committee Directors Recruiting
*Marketing Director
*Human Resources Director
*Member Services Director
• Felicity Tang
• Wenyi Chin
• Akash Patel
• David Wu
• Melissa Zhang
• Ben Hu
• Jacob Markus
• Eunice Lam
• James Wang
• Tram Nguyen

Student
Financial
Advisory
Committee
(SFAC)
• Student organization that manages CUBS
Credit Union for Berkeley
Students,
Faculty and
Staff (CUBS)
• Previously located in Lower Sproul

• Like a ‘small bank’
• The major difference between a bank and a credit union is that a credit union is non-profit
• Non-profit: lower interests on loans, higher interest on account

(Credit Union for Berkeley Students, Faculty and Staff)
• Serving primarily students (~2000)
• Moving to Sather Lane
• Started by students in the 1970s until it became incorporated by the Cooperative Center
Federal Credit Union
(CCFCU)
Financial institution
Credit Union vs banks
CUBS
SFACstudent group

Credit Unions in the US
• ~ 92 million in the US are CU members
• ~ 8,200 credit unions
Cooperative
Center
Federal CU
(main branch)
• On Ashby and Adeline

Internship
• Hands-on experience as a teller
• 2-3 hours/week
• Operations training, quizzes/tests
Committee
• Get experience working on projects that interest you
• General meetings
Wednesday 7-8 pm ( 1 hour)
• Committee meeting TBD after recruitment ( 1 hour)

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Interacting with Members
Opening and Closing Accounts
Depositing checks
Debit card applications
Running background checks
Shared Branching
Using New Technology and Software

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Real Internship Experience
Hands-on Experience Running a Business
Personal and Professional Etiquette
Resume/Cover Letter Critiques
Internal Workshops
Mock Interviews
Mentorship Program
Career Panels
Haas Application Workshop
Networking with Alumni and Professionals

• One of the highest Haas acceptance rates
• Case competition wins
•1 st Place, 2012 Google Case Comp
•1 st Place, 2012 Deloitte Consulting: Business Technology Case
•1 st Place, 2012 Pratham USA Social Media Case
•1 st Place, Finalist, 2011 Yelp-ZS Associates: Business Development Case
•1 st Place, 2011 Altria Marketing Case
•1 st Place, 2011 ZS Associates: Pharmaceutical Consulting Case
•1 st Place, 2011 Deloitte Consulting: Human Capital Consulting
•1 st Place, 2011 Ernst & Young: “Your World, Your Vision” Case
•1 st Place, Finalist, 2010 Ernst & Young: Strategy Consulting Case
•1 st Place, 2010 Rothstein Kass: Hedge Fund Accounting Case
•Finalist, 2010 FTI Consulting: Litigation Consulting Case
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Recruitment success

• Objectives
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Increase awareness of CUBS as Cal’s only financial institution
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Promote CUBS and SFAC events on campus
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Continue to establish SFAC as a respectful and unique student group

• Planned Projects
• Market Research
• Brochure
• Promote webisodes
• Posters/ updates on social media
• Communicate with local business to get promotions

•Manage projects that deal with our members.
•Maintain branch functions and inventory.
•Develop customer relations and satisfactions.
Projects:
•Bi-annual newsletter
•Members Appreciation Week
•Caller's Day
•Grand Opening

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•Socials
•Beginning of Semester Retreat
•Alumni Relations
•End of Semester Banquet
•Recruitment
•Who we're looking for - active, fun individual with great ideas and who is able to take initiative

Focus on conceiving and organizing two PR events with other Haas sponsored organizations to o 1) Build connections with similar clubs on campus o 2) Provide events for CUBS members.
o 3) Publicize the group through activity.
This semester we intend to hold bonding events for
PR Committee members. (cause we're the best)

UGBA 98/198

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UGBA 98/198: Teaching Financial Literacy
Course Objectives
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This course is designed for students who want to establish a foundation in financial literacy and to apply that knowledge to assist the low-income population in the community.
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Specifically, this course will explore topics including credit cards, debit cards, student loan debt, credit reports, credit scores, and more.
SFAC partnership with Suitcase Clinic

•Applications due Friday, February 8th by Midnight
•Interviews on the evenings of Monday, February 11th and Tuesday, February 12th
•Plan to hear back at the latest by Sunday, February
10th at noon regarding interview slots and advancement into the personal interview stage - interviews are formal
•Meet and Greet Wednesday, February 13th
•Final decisions released Thursday by midnight
•Be prepared for our free Spring retreat in Napa Valley from Friday, February 15th to Sunday, February 17th
•Application available at cubsonline.org/SFAC

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Internship experience working in a financial institution
Small tight-knit group and lasting friendships
Professional development workshops
Committee experience
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A vast network of CUBS alumni who are working for JPMorgan, Google, Ernst &
Young, PwC, Deloitte, Macy's & more!

*Marketing Director
*Human Resources Director
*Member Services Director
• Eunice Lam
• James Wang
• Tram Nguyen