1. Simon Fraser University's SIFE team has worked on several community projects focused on financial literacy, ethics education, and small business support. 2. Projects addressed issues like students' financial management skills, lack of ethics education, and local businesses' marketing and employee challenges. 3. Through workshops, case studies, and customized recommendations, SIFE's work has helped increase participants' financial awareness, ethical decision-making abilities, and business performance metrics like profits and employee retention.

1. Simon Fraser
University

3. About Us

4. Gavin Norquay

5. Maria Sandjaja

6. Ivy So

7. Anoop Aulakh

8. Ashish Gurung & Andrew Kumar

9. Simon Fraser
University

10. Simon Fraser
SFU Burnaby Center
Harbour
Surrey

11. History
1991 2005 2006
established ceased the comeback
operations story

12. Growth
150.0
17%
112.5
10%
75.0
37.5
73%
0
2006 2007 2008
Executives
Membership Growth Project Managers
Associates

13. Projects

14. Today
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

15. Financial
Literacy Week

16. FLW: Vision
“ The workshops helped me organize my
personal finances. I highly encourage the
continuation of this program.” David Li
Student, SFU
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

17. FLW: Problems
2000 2008
student
expenses
increasing
Tuition Housing Food
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

18. FLW: Solutions
Twice a year Business Contract Issues
Financing Issues
Series of seminars in
Real Estate
a week
Passive Income
Featuring industry
New Venture Finance
professionals
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

19. FLW: Results
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

20. FLW: Results
SIFE
Students
15 members
Started Portfolios
250 volunteer hours
Manage Debt
Career in Fin
New Ventures
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

21. FLW: Outlook
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

22. FLW: Criteria
✔
Market Economics
✔
Success Skills
✔
Entrepreneurship
✔
Financial Literacy
✔
Ethics
✔
Sustainability
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

23. Learning
Important
Fundamentals in
Ethics

24. LIFE: Vision
“ I have learned how to
make ethical decisions.”
QE - Student
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

25. LIFE: Problems
Ethics education
No classes in Secondary Education
53% students don’t attend post-sec
Third year exposure
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

26. LIFE: Solutions
Workshop
Case Study
Discussion
Cross Cultural
Activity
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

27. LIFE: Results
88% increase in IB strategies
94% increase in Ethical Awareness
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

28. LIFE: Outlook
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

29. LIFE: Criteria
Market Economics
✔
Success Skills
Entrepreneurship
Financial Literacy
✔
Ethics
✔
Sustainability
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

30. Wii Whalley
Improvement
Initiative

31. Whalley
Suburb of Surrey
High crime rate
Poor conditions

32. Wii: Opportunity
13.6% Population Increase

33. Wii: Problems
Issues Programs
- Hands on
experience
Marketing - New clients
each semester
Employee
- Sustainable
Recruitment improvement
& Retention

34. ACE Marketing
Group

35. AMG: Vision
“ Having SIFE SFU Students work with
us on our marketing strategy brought a
fresh perspective to our project.”
Bonny Burnside
Whalley Community Association
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

36. AMG: History
2001 Issues 2008
Developing
Last year of
area & New start
market
Location
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

37. AMG: Problems
Promotions Limited Budget
No Previous
Small Team
Market
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

38. AMG: Solutions
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

39. AMG: Results
June 4th Opening
400 visitors/day
80 hours effort
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

40. AMG: Outlook
Evaluation in June
Business Growth
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

41. AMG: Criteria
✔
Market Economics
✔
Success Skills
✔
Entrepreneurship
✔
Financial Literacy
✔
Ethics
✔
Sustainability
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

42. Recruit & Retain

43. R & R: Vision
“ I have the experience in running a
business, but with the education that
[SIFE Simon Fraser] has given me, I can
now reach new heights in my life.”
Sonia Singh
PhatFixx
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

44. R & R: Problems
Sonia Singh
PhatFixx
Vigour
Competitive edge
Authority
Turnover
Trust
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

45. R & R: Solutions
Formalized HR Structures
Recruitment procedures
Role clarification and job descriptions
Performance appraisals
Employee Training
Compensation and Benefits
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

46. R & R: Results
HR Strategy =
+ respect
+ authority
Empowerment =
+ business dev
+ operations
Incentives =
+ motivation
+ performance
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

47. R & R: Results
Retention Trust
1 month to 5 months Store remains in
and going operation
500% increase
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

48. R & R: Results
“ SIFE Simon Fraser brought me
back to business basics by asking
the right questions.” Sonia Singh
PhatFixx
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

49. R & R: Results
200,000
40,000
150,000
30,000
100,000
20,000
50,000
10,000
0 0
Profit Margins Net Present Value
4x increase 150 % increase
Before SIFE SFU involvement
After SIFE SFU Involvement
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

50. R & R: Outlook
Kla-how-eya
-HR Structure
-Job descriptions
-Recruitment
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

51. R & R: Outlook
+ CBC Radio 1
+ Collaborative Nationwide Consulting
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

52. R & R: Criteria
Market Economics
✔
Success Skills
✔
Entrepreneurship
Financial Literacy
✔
Ethics
✔
Sustainability
1. Market Economics 2.Success Skills 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

53. Sustainability

54. Sustainability: Vision
“ Ingrain sustainability
in all we do.” Gavin Norquay
SIFE, Simon Fraser

55. Sustainability: Problems

56. Sustainability: Solutions
+ ease transition + streamline organization
+ + PMO
Project Overview Statement Google Hosted Services Standards Adherence
Status Reports Online storage center Problem Solving
Project Closing Form Versatile Interface

57. Sustainability: Partnerships
Downtown Surrey Business Improvement Association
Whalley Community Association
Daniel Igali Foundation
SFU Campus Administration

58. Summary

59. Summary
FLW LIFE AMG R&R
✔
✔
Market Economics
✔
✔ ✔ ✔
Success Skills
✔ ✔
✔
Entrepreneurship
✔
✔
Financial Literacy
✔
✔ ✔ ✔
Ethics
✔ ✔ ✔ ✔
Sustainability
1. Market Economics 2.Success Skills
2. Globalization 3. Entrepreneurship 4. Financial Literacy 5. Ethics 6. Sustainability

60. Empowered