Organizing, Implementing, and Maintaining a

Community College InVEST Program

Mary Leslie

Grossmont College

El Cajon, CA

Organizing a Community College InVEST Program

Find: One Dedicated Insurance Agent

Include Representatives from:

Professional Organizations

Insurance Companies/Agencies

College Business Departments

Organizing a Community College InVEST Program

Discuss: Employer Needs

Curriculum

Student Services

Continuing Education

Job Placement

Funding

Implementing a Community College InVEST Program

Find a feasible, adaptable model,

such as . . .

Office Professional Office Professional TrainingTraining

Grossmont CollegeGrossmont College

El Cajon, CAEl Cajon, CA

OPT Mission StatementOPT Mission Statement

It is the mission of theIt is the mission of the OOfficeffice PProfessionalrofessional TTraining raining

program to provide unemployed students program to provide unemployed students with the educational training and support with the educational training and support

services that will empower them to services that will empower them to compete in a high technology compete in a high technology

environment.environment.

Established in 1985Established in 1985

Dynamic faculty and support staffDynamic faculty and support staff

20-week, fast-track curriculum: 20-week, fast-track curriculum: 12-20 units12-20 units

Trained 2,000+ Office ProfessionalsTrained 2,000+ Office Professionals

OPT At-A-GlanceOPT At-A-Glance

Technology Hero Golden Technology Hero Golden Mouse Award 2005 Mouse Award 2005Technology Training Foundation of AmericaTechnology Training Foundation of America

Student Success Award 1999Student Success Award 1999Chancellor and Board of GovernorsChancellor and Board of GovernorsCalifornia Community CollegesCalifornia Community Colleges

##1 Grant-Funded Program 19961 Grant-Funded Program 1996California Community CollegeCalifornia Community CollegeAdministrators of Occupational EducationAdministrators of Occupational Education

OPT AwardsOPT AwardsBob CaptainBob Captain

InVEST Program Insurance InVEST Program Insurance Instructor of the Year 2001Instructor of the Year 2001

InVEST Scholarship WinnersInVEST Scholarship Winners

Sara Johnson – 2001 MaryAnn Gilbert – 2007

Renee McLane – 2001 Terri Chrysler – 2008

Claudia May – 2002 Christina Mora – 2008

Pam Short – 2002 Radmila Nizker – 2008

Dorian Cobb – 2003 Trisha Sabins – 2008

Traci Fansler – 2003 Marisol Santiago-Williams – 2008

Andrea Dixon – 2004 Krystle Abele – 2009

Paula Edge – 2005 Rose Brown – 2009

Cecilia Mund – 2005 Marlene Gearon - 2009

Lamont Route – 2005

Laura Huntley – 2005 Grand Total:

$36,000Kelly Smith – 2006

Amada Viele – 2006

Clients ServedClients Served

Laid-off WorkersLaid-off Workers

Long-term UnemployedLong-term Unemployed

Single ParentsSingle Parents

TANF/CalWORKs RecipientsTANF/CalWORKs Recipients

Homeless AdultsHomeless Adults

Student BenefitsStudent BenefitsFree Training and BooksFree Training and Books

Personal CounselingPersonal Counseling

Mentoring / TutoringMentoring / Tutoring

Child Care ReferralChild Care Referral

Financial Aid AssistanceFinancial Aid Assistance

Job Placement AssistanceJob Placement Assistance

Community BenefitsCommunity Benefits

Job-ready graduates Job-ready graduates in just 20 weeks in just 20 weeks

Increased workforce Increased workforce productivityproductivity

Economic self-sufficiencyEconomic self-sufficiency

Career TracksCareer Tracks

Insurance (InVEST)Insurance (InVEST)

AccountingAccounting

Banking/Financial ServicesBanking/Financial Services

Office/Admin. SupportOffice/Admin. Support

Core ClassesCore Classes

Pretraining ModulePretraining Module

– English BasicsEnglish Basics

– Math BasicsMath Basics

– Computer BasicsComputer Basics

– Life SkillsLife Skills

Office ProceduresOffice Procedures

KeyboardingKeyboarding

Business English Business English and Communicationand Communication

Effective Job SearchEffective Job Search

Microsoft WordMicrosoft Word

Microsoft ExcelMicrosoft Excel

ElectivesElectivesIntroduction to Insurance PrinciplesIntroduction to Insurance Principles

Elementary AccountingElementary Accounting

Computerized Accounting: Computerized Accounting: QuickBooks Pro QuickBooks Pro

Introduction to Banking & Financial Introduction to Banking & Financial ServicesServices

MicroSoft:MicroSoft: Outlook / Access / PowerPoint Outlook / Access / PowerPoint

FilingFiling

InsuranceInsuranceIntroduction to Basic Introduction to Basic Insurance PrinciplesInsurance Principles

Banking/ Financial Banking/ Financial ServicesServices

Introduction to Banking & Financial Introduction to Banking & Financial ServicesServices

AccountingAccountingElementary Elementary AccountingAccounting

Computerized Computerized Accounting: Accounting: QuickBooks ProQuickBooks Pro

Office/Admin. SupportOffice/Admin. SupportFiling Filing

OutlookOutlook

Job Market NeedsJob Market NeedsInsuranceInsurance File / Mail ClerksFile / Mail Clerks Customer Service Customer Service

RepresentativesRepresentatives Claims ProcessorsClaims Processors

AccountingAccounting Payroll SpecialistsPayroll Specialists Accounts Receivable Accounts Receivable

ClerksClerks Accounts Payable ClerksAccounts Payable Clerks BookkeepersBookkeepers

General OfficeGeneral OfficeFile / Mail ClerksFile / Mail ClerksReceptionistsReceptionistsOffice ManagersOffice Managers

BankingBankingFile / Mail ClerksFile / Mail ClerksNew Account ClerksNew Account ClerksBank TellersBank TellersCustomer Service Customer Service

Representatives Representatives

OPT GraduatesOPT Graduates

Successful OPT Successful OPT Graduates HaveGraduates Have

Computer LiteracyComputer Literacy

Transferable Skills Transferable Skills

Organizational SkillsOrganizational Skills

FlexibilityFlexibility

Attention to DetailAttention to Detail

Exemplary Work Exemplary Work HabitsHabits

Ability to Meet Ability to Meet DeadlinesDeadlines

Effective Effective Communication Communication SkillsSkills

Respect for Cultural Respect for Cultural DiversityDiversity

OPT AdvantagesOPT Advantages

Mission-oriented faculty and staffMission-oriented faculty and staff

Case-management approachCase-management approach

Community vs. commuting outlookCommunity vs. commuting outlook

Students supporting studentsStudents supporting students

Industry contactsIndustry contacts

Graduate mentorsGraduate mentors

OPT Alumni AssociationOPT Alumni Association

Insurance Companies that Insurance Companies that Employ OPT/ InVEST Employ OPT/ InVEST GraduatesGraduates

State Farm Insurance State Farm Insurance CompanyCompany State Compensation Ins. FundState Compensation Ins. Fund

John Burnham & John Burnham & CompanyCompany Henry S. ArnoldHenry S. Arnold

Golden Eagle InsuranceGolden Eagle Insurance Nationwide InsuranceNationwide Insurance

Alvarado Pacific Ins. Alvarado Pacific Ins. ServicesServices The HartfordThe Hartford

Teague Insurance Teague Insurance ServicesServices Barney & Barney LLCBarney & Barney LLC

And Many MoreAnd Many More!!

We wish we had timeWe wish we had time

to list them all!to list them all!

Maintaining a Maintaining a Community College Community College InVEST Program: InVEST Program:

FundingFunding

OPT Funding SourcesOPT Funding Sources

Grossmont-Cuyamaca Community College Grossmont-Cuyamaca Community College District (GCCCD)District (GCCCD)

California Employment Training Panel (ETP)California Employment Training Panel (ETP)

Individual, Corporate, and Foundation Individual, Corporate, and Foundation DonationsDonations

OPT Funding OutreachOPT Funding OutreachProgram Needs:Program Needs:

Tuition, Fees, and TextbooksTuition, Fees, and TextbooksPersonal/Crisis Counselor Personal/Crisis Counselor Clerical AssistantClerical AssistantProgram Specialist (Recruiting andProgram Specialist (Recruiting and

Job Placement) Job Placement) Professional ClothingProfessional ClothingEmergency AssistanceEmergency Assistance

OPT Changes LivesOPT Changes Lives

IndependenceIndependence Self-sufficiencySelf-sufficiency Self-confidenceSelf-confidence Can-do attitudeCan-do attitude

You Can Help!You Can Help!

Here’s How:Here’s How:Become a Member of the Business Become a Member of the Business Advisory CouncilAdvisory CouncilMentor StudentsMentor StudentsConduct Practice InterviewsConduct Practice InterviewsSpeak to Classes about What Speak to Classes about What Employers ExpectEmployers ExpectProvide Internship OpportunitiesProvide Internship OpportunitiesHire Our GraduatesHire Our GraduatesDonate Professional Clothing Donate Professional Clothing Contribute Financial SupportContribute Financial Support

Ways to Support OPTWays to Support OPT

GoodSearch.comGoodSearch.comDonate a penny to us, every time you searchDonate a penny to us, every time you search

Albertsonscp.com Albertsonscp.com (ID #49001002111)(ID #49001002111)

Ralphs.com Ralphs.com (NPO #82387)(NPO #82387)

Auction ItemsAuction ItemsMentor Night in March and OctoberMentor Night in March and October

Recycling: Recycling: Cans, Bottles, & Cell PhonesCans, Bottles, & Cell Phones

Your Contribution Helps to Cover:Your Contribution Helps to Cover:

Costs for One Year Costs for One Year (50 students per semester)(50 students per semester)

$1,000 Tuition, Fees, & Textbooks$1,000 Tuition, Fees, & Textbooks$ 500 Counseling Services $ 500 Counseling Services $ 500 Placement Services$ 500 Placement Services$ 500 Clerical Assistance$ 500 Clerical Assistance$2,500 / student$2,500 / student x 100x 100$250,000 Total Program Costs$250,000 Total Program Costs

2008-2009 Supporters of OPT2008-2009 Supporters of OPT

Albertsons Community PartnersAlbertsons Community Partners

Crossroads FoundationCrossroads Foundation

East County Personnel AssociationEast County Personnel Association

Golden Eagle Insurance CorporationGolden Eagle Insurance Corporation

Goodsearch.comGoodsearch.com

Independent Brokers and AgentsIndependent Brokers and Agents

Insurance Industry Charitable FoundationInsurance Industry Charitable Foundation

OPT Alumni AssociationOPT Alumni Association

2008-2009 Supporters of OPT2008-2009 Supporters of OPTThe Otto Family FoundationThe Otto Family FoundationProfessional Women in InsuranceProfessional Women in InsuranceRalphsRalphsSan Diego Insurance StaffingSan Diego Insurance StaffingSan Diego Insurance WomenSan Diego Insurance WomenSouplantationSouplantationStern Family FoundationStern Family FoundationSycuan Band of the Kumeyaay NationSycuan Band of the Kumeyaay NationU.S. Bancorp FoundationU.S. Bancorp FoundationUnion Bank FoundationUnion Bank Foundation

LET US ADD YOUR LET US ADD YOUR ORGANIZATION’S NAME FOR ORGANIZATION’S NAME FOR

2009-2010!2009-2010!

Unlock the Potential!Unlock the Potential!

Keys to a Successful Community College InVEST Program

A dedicated insurance agentCollege commitmentStudent servicesFinancial supportContinuing educationEmployment opportunities

OPT FOR OPT FOR SUCCESS!SUCCESS!