RTSWS Spring Mentor Training Handbook by Rock The Street, Wall Street

Mentor Handbook

A Letter From The Founder

Mission

Background

Traits of a Mentor

Matching Mentors with Proteges

Mentoring Across Differences

Communicationwith Your Protege

Layout of the Meetings

Best Practices for Meetings

Topics for Discussion

Responsibilities of Mentors

Benefits to Mentors

Responsibilities of Proteges

Benefits to Proteges

Children’s Mental Health During Covid-19

Article: “Why Women Must Mentor Other Women in Finance”

Activities

Outline For Discussion

Session 1: Networking & Social Media Etiquette

Session 2: Resume Building

Session 3: Resume Review & Career Assessment

Session 4: Career Choices & Interview Skills

Session 5: Women in Finance

Connecting through Online Tools

This is a great opportunity for students to view and apply for intership and job opportunities from some of the most respected financial companies in the U.S.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Dear Super Hero, We are all in uncharted territory given the seismic event that the coronavirus has unleashed on all humans. We have experienced unprecedented challenges during this time. Millions of people having to quarantine themselves in their houses and using the internet as a proxy for human interaction has been surreal. Somehow, however, our RTSWS volunteers and students have been able to develop meaningful relationships over the past semester as they came together on one huge learning curve of both technological hurdles and the financial content of our programming. We have heard from educators and experienced for ourselves the effects this pandemic is having on students including high rates of absenteeism, depression, and failure among students who never failed before. Everyone involved with making RTSWS happen has done a lot of adapting, abandoning, and reevaluating. We can’t thank all of our volunteers and teachers enough for how they all came through to deliver the RTSWS program. This mentoring season, it is important to make a connection first and foremost with your protege. Due to covid, be prepared to pull back a bit on the skills and lessons we normally provide at this time. We have included an article on the impact covid is having on teenagers in this year’s mentor handbook. Please be sure to read it carefully and take heed. You will be serving as an inspirational mentor to your protege. She likely had no idea that being financially literate is critical to her independence, nor did she know that a profession in finance even existed before she met us in the fall sessions of RTSWS. And for those students who did know of the profession, you will help them to “not exit” finance or economics as a major when they get to college, where we still represent only two out of twenty in those classrooms. Youth with mentors find more self-confidence and self-esteem, (much needed during these discombobulated times) and are able to create bigger goals for themselves. Their behavior and attitudes improve. You will help them grow while closing social and economic opportunity gaps. Be gentle with your protege this year as you come together to chart new pathways. If we change who we invest in, we’ll change what we invest in.

Maura K. Cunningham Founder & CEO, Rock The Street, Wall Street

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

“Cultivate a network of trusted mentors and colleagues. Other people can give us the best insight into ourselves- and our own limitations. We must have the courage to ask for help and to request feedbaack to expand our vision of what’s possible.” — Maria Castanon Moats Mentor: A trusted counselor or guide Protégé: One who is protected or trained or whose college path or career is furthered by a person of experience, prominence, or influence ●●● The Rock The Street, Wall Street Mentorship Program is designed to encourage high school girls to take a strong interest in their personal finances at an early age and to explore the possibility of a career in the financial services industry. We do this by offering a five-week series of classroom workshops and a Wall Street Experience Field Trip in the fall. In the spring, we pair those students who wish to be mentored with professional females in finance. Our professionals offer a firsthand (and very often, firsttime) view into the world of business. The mentor provides guidance to the protege about savings and investments, presentation skills, resume preparation, college major/minor preparation, job preparedness and career interests. The goal of the mentorship program is to encourage girls to take charge of their financial lives at an early age and increase the number of women entering the financial services profession. Mentoring is a valuable resource in developing the protege’s self-confidence, providing accountability for her goals, and discovering her interests and professional aspirations. In past years, mentors shared their time and expertise via face-to-face meetings, emails and text messages. However, because of COVID-19 precautions, mentoring sessions will all be held virtually. Most mentors will be using the video chat platform Zoom, but we will work with mentors on a case by case basis as needed. This platform still allows you to connect with your protege over the course of your relationship. Get comfortable sharing ideas on life, leadership, academic and career goals, and overcoming obstacles. Our larger goal is to have the two of you stay in touch long- term as your protege grows into a college student and beyond. We know of RTSWS mentor/protege relationships that have lasted for years, attesting to the effectiveness of a formal mentorship program.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Two out of three women state that they know little to nothing about finance. By reaching out to girls in high school, we commission them to take charge of their finances at an early age. We illuminate the relevance of finance in everyday life and encourage girls to study business and seek a profession in the financial industry, where women are vastly underrepresented in the upper ranks and comprise only 2.5% of hedge fund CEOs, 8% of venture capital professionals, 9% of mutual fund managers, and 11.7% of private equity executives. Let's face it, financial naivete among women cuts across all socioeconomic classes. RTSWS is reaching young women in 18 cities nationwide through local public and private schools, introducing them to financial concepts such as savings, investments, budgets, stocks, bonds, derivatives, private equity and college/financial preparedness. We offer young women a pathway to financial literacy and career preparedness through financial hands-on projects in our workshops, role modeling, mentoring, strengths assessments, and real-life Wall Street field trip experiences.

The following are the traits that RTSWS believes makes for a good mentor to a high school student: • Sincere desire to be involved in the life of a young person • Respect for young people • Willingness to share • Ability to relate across cultural and economic differences • Active listening, suspending judgment, and asking thoughtful questions • Ability to empathize with a young person • Skills in recognizing solutions and opportunities • Patience • Regular access to computer, email and text messaging • Ability to guide conversations

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Here’s how the program begins: • All proteges and mentors in their local areas at their assigned schools will come together for the first time as a group via a Zoom link sent in an email beforehand. The date and time will be included with the Zoom link. RTSWS will create these links and send the emails, and you will meet your assigned protege then! • During the first session, the “rules of the road” will be introduced. This session will describe in more detail the set of expectations for each participant. • Also during the first session, both parties will have their calendars available so they can record their subsequent mentoring sessions. • If a relationship is not working out (it happens!), please contact us and we will assist.

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Since launching the mentoring program a few years ago, RTSWS has discovered several things that have proven helpful to the mentor/protege relationship. Some of the girls will be of different socioeconomic, cultural, and/or religious backgrounds. It can be a challenge to approach these topics. Please take the time to read an article by Ida Abbott, a professional consultant specializing in mentoring, titled “Breaking Down Barriers to Mentoring Across Differences.” You can find the article at Ms. Abbott’s LinkedIn page or at https://www.linkedin.com/pulse/breaking-down-barriers-mentoring- acrossdifferences-ida-abbott/. The article illustrates how it can be limiting for the relationship to ignore the differences that exist between mentor and protege. You can open up these discussions by: •

Being honest, and letting the protege see both your strengths and weaknesses.

•

Not being afraid to show your vulnerability. By acknowledging your unawareness about certain situations, the protege becomes more at ease and less self-conscious about her own vulnerabilities.

•

Inviting her to open up about her culture. Turn your inexperience with her situation into a curiosity and ask her about her life. Who is she? What is her life like? What motivated her to be a part of this program?

•

Being empathetic to her situation. What does she want to learn? How does she plan to use what she learns? What risks and obstacles is she facing? Withhold assumptions about what is “right” for her based on your knowledge and experience.

•

Adjusting your agenda to better fit your protege. Be adaptable to the protege’s responses and be open to speaking about topics you hadn’t planned.

•

Keeping humor in the conversation. If something was misunderstood, laugh about it instead of dwelling on it.

•

Treating the protege with respect. She will reciprocate.

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• Over the course of the spring semester, it is expected that the mentor/protege teams will meet virtually five times. RTSWS will work with schools and volunteers to select mentoring dates. Make note of the dates of the subsequent mentoring sessions with your protege. • RTSWS will send meeting reminders to students & volunteers the day before each meeting is scheduled. • If you’re unable to attend a session due to a work conflict or unforeseen emergency, reschedule as soon as possible.

• Preparation: The mentor and protege have a conversation about their expectations, confidentiality, and the boundaries of the relationship. • Establishing Agreements: The mentor helps the protege work out a plan, with clear tasks, for achieving her goal (e.g., arriving on-time for class, asking more questions in class, applying to another program that serves her scholastic or professional goals, etc.). • Enabling: The mentor supports the protege in following her plan and provides necessary feedback and accountability. • Closure: Each party should reflect on her own learning from this experience. What is it she has learned about herself as a protege or as a mentor? How will she take what she’s learned to the next level?

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• This year, mentoring will be done virtually and RTSWS and the school will set up a routine meeting day and time and provide you and the students with the link to use. Please be sure you are in a quiet space with little to no interruptions. • RTSWS and the school will establish a mentoring schedule where mentors will meet virtually with their proteges before the school day starts, during lunch, during independent study times, or after school. Face-to-face meetings are most certainly the best way to foster the mentor/protege relationship, but you will be able to make a connection using the online platform as well. • Since our mentoring sessions are no longer being held in a public space at the school, we are implementing a new requirement that 3 people must be present in all mentor/protégé meetings, this includes in the breakout rooms. This requirement is out of an abundance of caution for the security of both our volunteer mentors and our student proteges. This ratio can include any combination of students and volunteers, but must include at least 3 people. • It is a mandatory requirement that all proteges join our LinkedIn group, Rock The Street, Wall Street - Students and Alumnae (assuming they are at least 16 years of age). The mentor will connect with her protege over LinkedIn. LinkedIn Student and Alumnae Group: www.linkedin.com/groups/7029520/

• The protege will be advised that even if her mentor is not in her current field of interest, she can provide very good general knowledge about savings and investments, college life, and how to focus her interests. • Conversations don’t have to be solely career focused nor finanacial literacy based. However, we highly encourage both. • The intention of this component of the RTSWS program is for the mentoring relationship to continue beyond this academic year. Stay in touch with your protégée, perhaps for a job shadow, so that the relationship can continue to grow. • To learn more about mentoring you can watch this video: www.rockthestreetwallstreet.com/spring-mentor-training/ Password: Ment@r202@!

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Mentors and proteges will discuss ways to improve the protege’s high school, college, and career paths. Some common subjects for conversation include: • Academic development and ways to improve the path toward college • Resume Building • Student/ Teacher/Professor roles and interactions • Studying practices • Guidance/recommendations on resources • Stock/bond market performance • Entrepreneurship • Saving and investing • Contacts and referrals • Goals and progress toward goals • Networking • Job shadowing • How the financial exclusion of women negatively affects families and entire communities • Women being represented in math and finance • Building confidence

Questions to Ask: • What has been the most rewarding part of participating in Rock The Street, Wall Street? • How can you apply something you learned with Rock The Street, Wall Street into your daily life? • Describe a challenge you faced during the program. • Why is financial literacy important?

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Typical mentor responsibilities include, but are not limited to: • Acting as a resource for information about the financial profession and savings and investment concepts • Establishing the meeting agenda • Helping the protege identify and reach specific goals • Establishing trust with the protege and maintaining confidentiality • Listening actively • Challenging the protege to think and analyze options • Sharing unique professional experiences • Serving as a sounding board for ideas • Providing college and career guidance (However, you are not expected to be a college counselor.) • Providing encouragement for building self-confidence and stronger self-esteem by serving as a solid role model • Offering constructive and meaningful feedback and critical analysis

Serving as a mentor offers the following rewards: • The personal satisfaction of giving back to your community • A legacy of personal knowledge, insight and experience • Professional enhancement, higher visibility and prestige • Expansion of your community and professional network "Volunteering with RTSWS was a really rewarding experience. It was really cool because normally every day you come into work and you do a job and you don’t always see that tangible impact you are making on someone but when you come into the classroom and you interact with these girls you can see right then how you are making a difference in their lives.” — RTSWS volunteer

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Each protege is expected to: • Actively engage in converstation with their mentor which includes responding to questions and a two way exchange • Stay in contact and communicate clearly with their mentor • Attend the scheduled sessions and notify their mentor 24 hours in advance if they are unable to attend their scheduled session and need to reschedule. • Help to establish the meeting agenda • Respect their mentor’s time • Be receptive to feedback and coaching • Assess your own individual needs • Openly share successes and failures • Take advantage of opportunities presented by their mentor • Follow through on commitments and goals set during the mentoring sessions • Admit mistakes and take responsibility for them • Not be afraid. Be confident to tactfully and respectfully disagree with their mentor.

Here are some of the benefits you can expect from being mentored: • Assistance in defining college and career goals, strategies and options (But keep in mind that RTSWS mentors are not college counselors.) • Help in building confidence to grow beyond the usual expectations • Personalized attention geared toward specific needs • A sounding board for ideas and approaches • Referrals to experts with specialized industry knowledge • Recommendations for helpful articles and texts

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Use the table below to track your engagement with key activities in the RTSWS mentoring program.

by Karen Dineen Wagner, MD, PhD, Oct 7, 2020

CHILD & ADOLESCENT PSYCHIATRY COVID-19 has brought about a complex array of factors (uncertainty, social isolation, and parental angst) that have an impact on the mental health of children and adolescents. Predictability is a stabilizing force for children and adolescents, but it has been disrupted since the COVID-19 outbreak. Children have many worries related to the consequences of COVID-19 such as whether they will see their friends and relatives, go to school or get sick. It is often difficult for parents to calm their children’s anxieties because of the uncertainty in their lives. Parents are typically adept at making plans for their children, but future plans are currently on hold. The challenges facing parents may interfere with their usual ability to address their children’s emotional needs. Research findings related to COVID-19 An online questionnaire survey was administered to 359 children and 3254 adolescents aged 7 to18 years during the spread of COVID-19 in China.1 The questionnaire included a depression scale, an anxiety scale, and a coping style scale. It showed 22.3% of youth had scores indicative of clinical depressive symptoms, which is higher than the 13.2% estimated prevalence of youth depression in China. Anxiety symptom levels were also higher after COVID-19 than previously reported. Youth who had a family member or friend with COVID-19 had higher levels of anxiety than those who did not. A problem-focused coping style was associated with lower levels of clinical depressive symptoms, whereas an emotionfocused coping style was associated with higher levels of clinical depressive symptoms. In another online survey, 8079 junior and senior high school students in China completed assessments about depressive and anxiety symptoms during the COVID-19 epidemic period. Using the Patient Health Questionnaire (PHQ-9) and the Generalized Anxiety Disorder (GAD -7) questionnaire.2 The prevalence of depressive symptoms was 43.7%, anxiety symptoms 37.4%, and both depressive and anxiety 31.3%. Depressive and anxiety symptoms were higher in females, and with increasing grade level from junior to senior high. Students without depressive and anxiety symptoms had more knowledge about preventive and control measures, as compared to those students with depressive and anxiety symptoms. Mental health of children was assessed during the lockdown in Bangladesh via an online survey of 384 parents with children aged 5 to15 years.3 Children’s depression, anxiety, and sleep disorder scores were grouped into severity categories. Severity and percentages of mental health problems in the children were as follows: subthreshold (43%), mild (30.5%), moderate (19.3%), and severe (7.2%) The emotional impact of the COVID-19 quarantine was assessed for children and adolescents from Italy and Spain.4 Participants included 1143 parents of children aged 3 to 18 years who completed a survey about the effects of the quarantine on their children, compared to before the home confinement period. The study found 85.7% of parents reported changes in their children’s emotions and behaviors during the quarantine. The most frequently observed changes were difficulty concentrating (76.6%), boredom (52%), irritability (39%), restlessness (38.8%), nervousness (38%), loneliness (31.3%), uneasiness (30.4%), and

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12 worries (30.1%). About 75% of parents reported feeling stressed about the quarantine situation. Parental stress was associated with increased reports of emotional and behavioral symptoms in their children. In a systematic review, Loades and colleagues examined the impact of social isolation and loneliness on mental health in children and adolescents.5 The relationship between loneliness and mental health problems in healthy children and adolescents was assessed to determine if quarantine and social isolation are predictive of future mental health problems. The review included 63 studies with a total of 51,576 participants. Social isolation and loneliness increased the risk of depression up to 9 years later. Duration rather than intensity of loneliness was more strongly associated with mental health symptoms. The findings from this literature review on loneliness and social isolation have potential implications for the current COVID-19 pandemic. These researchers suggest that loneliness for youth during the disease containment measures for COVID-19 may affect the future mental health of youth. They recommend preventive support and early intervention to address the mental health needs of children and adolescents during the COVID-19 pandemic. Concluding thoughts Overall, the research demonstrates that COVID-19 is affecting the mental health of children and adolescents and that depression and anxiety are prevalent. Additional research is needed, however, to assess the short- and long-term effects of COVID-19 on children’s overall mental health. So, what can clinicians do for their patients? For clinicians who treat children and adolescents, talk with them about the impact of COVID-19 on their lives and assess its potential relationship to their current mental health. For some youths, the psychosocial impact of COVID-19 may be related to the onset or exacerbation of their current mental health problems. For other youths, particularly those with social anxiety disorders, remaining at home and doing online schooling may temporarily relieve their anxiety, but this is not a long-term solution and may result in overwhelming anxiety when it is necessary to return to school. For clinicians who treat parents of children and adolescents, it is important to inquire about the mental health of their children during this pandemic. Parents’ mental health may be affected by their children’s mental health. Encourage parents to seek an evaluation for their children if they have any concerns about their children’s mental health. Early intervention may prevent long term mental health consequences from this COVID-19 pandemic. Dr Wagner is professor and chair, Department of Psychiatry and Behavioral Sciences, University of Texas Medical Branch, Galveston, TX. She is immediate past president of the American Academy of Child and Adolescent Psychiatry.

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by Marguerita Cheng, Financial Advisor, Dec. 4, 2018 Nobody seems to be denying that the lack of female advisors in the financial planning industry is, at the very least, problematic. Women are slated to control nearly two-thirds of the wealth in the United States over the next decade, yet only 23 percent of CFP professionals are women. That’s a problem when an estimated 70 percent of women seeking financial advice say they would prefer a female advisor to a male. For women who currently have an advisor, 73 percent report they are not happy with the one they have, and 87 percent say they don’t “connect” with their advisor. Another 71 percent say that Wall Street is not in touch with women’s financial needs. That’s concerning. The financial planning industry is not ignoring the problem. In 2013, the CFP Board launched its Women’s Initiative (WIN) under Nancy Kistner, CFP to “address the ‘feminine famine’ in financial planning.” Since then, CFP Board has actively sought to address the issue. And though there has been a slight increase in the number of women entering the financial planning field, it’s not an easy problem to solve. It’s a paradigm shift. Most of the leadership positions within the financial planning profession are still held predominantly by men, who are generally failing to provide what’s needed to attract and train female talent. According to a 2014 report by the Center for American Progress, “women make up 54 percent of the financial- services labor force but only 12 percent of its executive officers and 18 percent of its directors.” If we’re going to bring in more female advisors, we need more female voices speaking about the place of women in our industry. Woman-to-woman mentoring opens a channel for that to happen. It connects accomplished female advisors with aspiring female advisors to address the essential role women play in the traditionally maledominated financial planning industry. Mentoring operates where initiatives, incentives, and programs can’t go alone. Women Mentors Can Attract More Women To The Financial Planning Industry By: 1. Sharing their journey Mentoring provides a platform where women can empower other women by sharing their journey to CFP certification. A one-on-one mentor who understands the personal, educational and professional investment necessary to become a successful female advisor has considerable insight for those either starting down the path or considering it. Not only can they answer their questions, but they can provide the inspiration, vision and confidence mentees need to take the next steps in their education or careers. 2. Becoming role models Mentors are role models. They’ve completed CFP Board’s course requirements, attained the certification, and done the hard work to succeed in the financial planning profession. Seeing other women prospering in a male-dominated industry is encouraging because it makes a career as a financial professional seem achievable and provides a reference point for success. Aspiring female advisors relate to their mentors

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14 as living and breathing examples of what they can accomplish. 3. Demonstrating a work-life balance Women have a lot to offer the financial planning industry. They tend to be more communicative, empathetic and in tune with the concerns of female investors, but the industry also has a lot to offer women pursuing careers as financial advisors. Financial planning is an extremely flexible and rewarding career. Women mentors can help their mentees see how being an advisor allows them to invest in people’s lives in ways that few other professions do while providing the flexibility that few other careers can. Mentors offer a vital model of work-life-balance that demonstrates how women can flourish in their careers without sacrificing the needs of their families. 4. Defying stereotypes Women do not need to act like men to be financial advisors. They just need to demolish the stereotype that only middle-aged men can be financial advisors. Mentoring does that. Successful female mentors show that women are impacting the industry with uniquely feminine insights and making important contributions of their own. So, when a young woman finds herself facing a panel of middle-aged men in an interview, she’s not intimidated by antiquated attitudes, but empowered by confidence in what she, as a woman, has to offer. 5. Exposing young women to the financial planning industry Mentoring isn’t academic, but it works well in academic settings because it exposes young women to opportunities in the financial planning field while they’re still in college high school. By hosting seminars on what’s on the horizon for female advisors, mentors can attract and nurture talented future female advisors. Those with senior positions in financial planning can also be instrumental in creating mentorship programs that allow able female students to interact and develop relationships with seasoned female advisors. Mentoring allows female advisors to increase awareness about financial planning while addressing common misconceptions and developing communities that strengthen the industry. 6. Inspiring confidence Knowledge inspires confidence. Mentors can provide a voice in our schools and culture at large that encourages women to develop strong mathematical skills, technical competencies and awareness about financial planning. They can also help educate girls and young women in the art of financial planning and applications of mathematics by sponsoring workshops and financial planning career days. By helping the next generation of women understand money and math and finance and business, mentors can empower them to move confidently into the world of financial planning. 7. Advocating for our industry Mentors are advocates, and established female advisors participating in mentoring relationships are advocating both for women and the future of our industry. Everybody agrees that we need more female advisors to accommodate the growing number of women investors. Mentoring allows us to address that need by increasing the visibility of female financial planning professionals. RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Women mentors can advocate for aspiring female advisors in our industry by developing and leading mentoring networks, supporting companies subsidizing apprenticeships, and encouraging women to take positions in firms with subsidized entrance costs. They can also establish their presence as a viable voice within the industry through social media, online and in-person forums, community and professional events, and by positioning themselves as thought leaders within the industry through publishing and public speaking. Through WIN, the CFP Board Center for Financial Planning is encouraging firms to create a more welcoming profession for women, including promoting woman-to-woman mentoring as part of its solution to the industry’s “feminine famine.” As a mentor, I’ve seen the impact women-to-women mentoring is having on women pursuing careers in the financial planning field. We are establishing a female presence within the industry and are actively engaging a new generation of female advisors. Marguerita Cheng, CFP, is CFP Board ambassador and CEO of Blue Ocean Global Wealth. Article referenced from: https://www.fa-mag.com/news/why-women-must-mentor-other-women-in-finance-42197.html? section=3

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Activity

Anticipated Date

All mentors complete for one hour of video training. Please go to: rockthestreetwallstreet.com/mentorship-handbook Password: Mentor2021 RTSWS will advise you of your protege’s name and grade in advance of your first meeting.

All mentor/protege teams meet with each other for the first time at the appointed hour and on the designated platform. The “rules of the road” are reviewed. RTSWS will provide a date, time and link for all teams to meet for their subsequent sessions.

At the end of the mentorship series, RTSWS will ask mentors and proteges to take a quick survey.

RTSWS will communicate with selected mentors via phone at least once during the semester to check in.

All mentors and proteges are encouraged to stay in touch with each other and provide quick updates.

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Completed Date

Implement the following for each mentor/protege session. Please still allow for conversations to take a natural course as you approach each subject. SESSION 1 Networking & Social Media Etiquette

SESSION 2 Resume Building and LinkedIn LinkedIn Student & Alumnae Group: linkedin.com/groups/7029520/

Please be sure to read the article “Children’s Mental Health During Covid-19”. Take a Zoom screenshot with your protege after creating her LinkedIn account and please email it to RTSWS at pictures@rockthestreetwallstreet.com. We will be sharing it on our social media platforms, so be sure you are following us. Assist your protege(s) with building their resume and creating their LinkedIn profile. Then help them add five new connections to their LinkedIn account (friends, teachers, coaches, neighbors). It's compulsory that students 16+ join the RTSWS Student and Alumnae Group so they can network with RTSWS Alumnae around the country and we’ll be able to track their their careers. Students are encouraged to connect on LinkedIn with RTSWS Founder, Maura Cunningham and her 5000+ connections in the financial services industry. They can start networking right away!

SESSION 3 Resume Review and Upload, Job Portal & Career Assessment

Help your protege with the Career Aptitude Test and have them share the results with you so you can discuss. Pay particular attention to careers in accounting, economics or finance. Now that they have created their resume, guide them to the RTSWS Internship and Job portal to create a user profile and upload their resume. www.rockthestreetwallstreet.com/financejobs Take time together to walk thru the internship and job listings on the portal. This is a great opportunity for students to view and apply for internship and job opportunities from some of the most well-respected financial companies in the U.S. www.rockthestreetwallstreet.com/job-dashboard/

SESSION 4 Career Choices & Interview Skills

SESSION 5 Women In Finance

Use this week to catch up and continue to build rapport with your protege, and conduct a brief interview with each other. If your protege hasn’t already registered or uploaded her resume on the RTSWS Job and Internship Portal, now may be a good time to do so. Discuss ways you can stay in touch over the summer and beyond. If the virus subsides, consider offering a day for your protege(s) to shadow you at work. Job shadowing days are some of the most memorable days of a teenager’s life.

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Meeting Date, Time & Link:

RTSWS LinkedIn: www.linkedin.com/company/rock-the-street-wall-street LinkedIn Student and Alumnae Group: www.linkedin.com/groups/7029520/

â&#x20AC;˘â&#x20AC;˘ Before Before your your session session concludes, concludes, take take aa Zoom Zoom screenshot screenshot and and send send it it to to RTSWS RTSWS at: at pictures@rockthestreetwallstreet.com pictures@rockthestreetwallstreet.com

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Meeting Date, Time & Link:

• Be sure they join the LinkedIn RTSWS Student & Alumnae Networking Group

• Go to : linkedin.com/groups/7029520/

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HAS YOUR PROTEGE JOINED LINKEDIN STUDENT AND ALUMNAE GROUP? LinkedIn RTSWS Student & Alumnae Networking Group linkedin.com/groups/7029520/ If your protege is 16 years of age or older, highly encourage them to join our RTSWS LinkedIn Students & Alumnae Networking Group. As a member, she will be able to learn about internship and job opportunities, connect with her peers, stay informed of relevant news and more. Students already in the group have successfully leveraged their membership to network with RTSWS students from all over the U.S. We strongly encourage students to join our RTSWS LinkedIn Students & Alumnae Networking Group.

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Meeting Date, Time & Link:

Tasks • Review your protege’s resume with her and provide suggestions on how she might improve it. • Help your protege with the Career Aptitude Test and have them share the results with you so you can discuss.The Career Aptitude Test can be found at www.123test.com/career-test/index.php. This should take no more than 10 minutes After answering the 15 questions, have them indicate the level of education they intend on pursuing after high school and make note of the results. Encourage your protege to send the test results to herself and/or othersvia email so she can access it in the future. • Pay particular attention to careers in accounting, economics or finance. • Now that they have created their resume and their LinkedIn profile, have them go to RTSWS Job and Internship portal and create a user profile and upload their resume. www.rockthestreetwallstreet.com/ financejobs. (We suggest you visit this site in advance of this session to become familiar with it.) • Take some time to go thru some of the job and internship listings on the portal as well. This is a great opportunity for students to view internship and job opportunities from some of the most respected financial companies in the U.S. www.rockthestreetwallstreet.com/job-dashboard/

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24 linkedin.com/groups/4824260/ LinkedIn RTSWS Professionals Group linkedin.com/groups/4824260/

LinkedIn RTSWS Student & Alumnae Networking Group linkedin.com/groups/7029520/ If you are 16 years of age or older, join our RTSWS LinkedIn Students & Alumnae Networking Group. As a member, you will be able to learn about internship and job opportunities, connect with your peers, stay informed of relevant news and more. Students already in the group have successfully leveraged their membership to network with RTSWS students from all over the U.S. We strongly encourage you to join our RTSWS LinkedIn Students & Alumnae Networking Group.

LinkedIn RTSWS Company Page linkedin.com/company/rock-the-street-wall-street LinkedIn-company page is a social network that focuses on professional networking and career development. You can use LinkedIn to display your resume, search for jobs, and enhance your professional reputation by posting updates and interacting with other people. Please follow our company page for Rock The Street, Wall Street and get to networking!

Instagram Follow us at: girlsrockwallstreet

Facebook Follow us at: facebook.com/girlsrockwallst

Twitter Follow us at: @girlsrockwallst

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

HAS YOUR PROTEGE UPLOADED THEIR RESUME TO THE RTSWS JOB/ INTERNSHIP PORTAL?

www.rockthestreetwallstreet.com/job-students/ Make sure they are a registered user on our internship/job portal, uploaded their resume (if 16+ yrs of age) and viewed the current internship / entry level job postings.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Meeting Date, Time & Link:

• Work with her on eye contact, in-person and virtual meeting etiquette • Register on the RTSWS job/ internship portal at rockthestreetwallstreet.com/financejobs • Upload your resume to the job portal

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Meeting Date, Time & Link:

• Ask her to login to her LinkedIn profile and connect with at least five people. If she hasn’t already, this could be you, people in her community, or public figures.

Has your protege completed the following tasks: • Created LinkedIn Profile? www.linkedin.com/company/rock-the-street-wall-street • Connected with Maura Cunningham on LinkedIn? www.linkedin.com/in/mauracunningham007 • Joined the RTSWS Alumnae group? www.linkedin.com/groups/7029520/ • Registered for the Rock The Street, Wall Street Internship and Job portal? https://rockthestreetwallstreet.com/ financejobs • Uploaded their resume to the Rock The Street, Wall Street Internship and Job portal?

www.girlswhoinvest.org Girls Who Invest is a non-profit organization that prepares undergraduates at U.S. colleges and universities for careers in investment management. There are internship opportunities and Summer Programs available in college with Girls Who Invest. As a result of our close relationship with them, our students have a unique head start over other applicants. We will be recommending a minimum number of students who have excelled in RTSWS to be fast tracked in their application process. • Only those who have strong attendance and post-assessment scores will be taken into consideration for these opportunities • You must also have your RTSWS student release form filled out completely and correctly to be considered • We will continue to reach out about this opportunity and other career opportunities throughout high school and college

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

HAS YOUR PROTEGE JOINED LINKEDIN STUDENT AND ALUMNAE GROUP? LinkedIn RTSWS Student & Alumnae Networking Group linkedin.com/groups/7029520/

HAS YOUR PROTEGE UPLOADED THEIR RESUME TO THE RTSWS JOB/ INTERNSHIP PORTAL? www.rockthestreetwallstreet.com/job-students/ Make sure they are a registered user on our internship/job portal, uploaded their resume (if 16+ yrs of age) and viewed the current internship / entry level job postings.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

We hope that your experience with RTSWS has been a positive and enriching one. Here are some ways to encpurage your proteges to continue growing in the weeks, months and years ahead. Today’s students are tech savvy and consider electronic communication just as relevant as face-to-face time. Emails and text messages, as well the other online tools listed below, will be important parts of your ongoing relationship and participation in the program. Reminder Text Messages and/or Emails Mentors: RTSWS will send reminder texts and/or emails to Mentors about their monthly meeting with their proteges. Proteges: RTSWS will send reminder texts to proteges about their monthly meeting with their mentors. Telephone Check-Ins RTSWS will conduct check-ins via phone with selected mentors at least once during the semester. It might be you! RTSWS Internship / Job Page Visit our Internship / Job Board where your protege can search financial job opportunities or internships and upload their resume for Sponsors to view. www.rockthestreetwallstreet.com/financejobs

WE SUGGEST… 1.

Joining our LinkedIn Group for volunteers, Rock The Street, Wall Street - Professionals. Encourage students to join our LinkedIn Group: Rock The Street, Wall Street - Students and Alumnae. We share potential job shadowing opportunities, summer or college internship opportunities, job opportunities, and other great resources and information related to the Finance Industry and female empowerment in this group. www.linkedin.com/groups/7029520/

Checking out the Rock The Street, Wall Street website where you can find lists of reference sources for careers in finance and more.

Seeking out podcasts, books, websites, online courses or videos about finance, savings, investing and the economy. Here are a few relevant podcasts with hundreds of episodes to explore: NPR’s Planet Money, The Fairer Cents: Women, Money and the Fight to Break Even, So Money with Farnoosh Torabi, The College Investor Audio Show.

GENERAL • If students are more quantitative and technically inclined, consider majors in math and careers in quantitative analysis - good preparation for analyst positions in fixed income, credits, hedge funds, etc. • Do a Google search on “College Majors for Financial Careers” - there are useful websites on college, general articles, etc.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

SOCIAL MEDIA Follow us on our social media platforms: LinkedIn: www.linkedin.com/company/rock-the-street-wall-street Twitter: @girlsrockwallst Instagram: girlsrockwallstreet Facebook: facebook.com/girlsrockwallst

WEBSITES Rock The Street, Wall Street • www.rockthestreetwallstreet.com Career Girls • www.careergirls.org Girls Who Invest- http://www.girlswhoinvest.org Napkin Finance • www.napkinfinance.com CNBC and The Wall Street Journal are great places to keep an eye on the financial markets

CareerGirls.org Career Girls is an online platform with video clips of diverse women role models sharing career and educational advice to inspire young girls to expand their horizons, improve their academic performance and dream big about their futures.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance

Connecting through Online Tools Todayâ&#x20AC;&#x2122;s students are tech savvy and consider electronic communication just as relevant as face-to-face time. Emails and text messages, as well the other online tools listed below, will be important parts of your ongoing relationship and participation in the program.

Reminder Text Messages and Emails Mentors: RTSWS will remind mentors to go to the RTSWS Pinterest boards and LinkedIn Rock The Street, Wall Street - Professionals group page for ideas on what to discuss with your proteges. (Be sure youâ&#x20AC;&#x2122;ve joined the group!) Proteges: RTSWS will send reminder texts to proteges about their monthly meeting with their mentors.

Survey Monkey Mentors and proteges: Please complete the post-session surveys that we send you via text message. This should only take a few minutes.

Telephone Check-Ins RTSWS will conduct check-ins via phone with selected mentors at least once during the semester. It might be you!

RTSWS Website Resource Page Please become familiar with this tab of our website as there is a lot of valuable content for your use not only as a mentor, but also as a professional woman in the financial services field. Find it at www.rockthestreetwallstreet.com.

RockTheStreetWallStreet.com | Moving Girls Forward in the Field of Finance