Tradechology × Year Up United Partnership Proposal
September 11, 2025
The Numbers That Matter
Year Up Alumni
Nationwide network of graduates ready for wealth building
New Students
Annual cohorts entering the workforce
Average Starting Salary
Strong foundation for building wealth
Comprehensive Wealth Pathways
No systematic approach to financial literacy and growth
Limited Alumni Engagement
Post-graduation relationship ends
Wealth Management Tracks
Missing high-demand career specialty
We're here to turn these into Year Up's competitive advantage
Gary's Vision
"One of the Top Two Things from the Conference"
"Financial literacy is something that every one of our young adults needs...we're always looking for new specialties. This could turn into something where we turn around and have two cohorts a year."
— Gary Flowers, CIO
Gary's reflection from the D2L conference validates what we've known: financial education isn't just beneficial—it's essential. His vision for multiple cohorts annually shows the scalable impact we can achieve together.
The Three-Pillar Solution
One System. Complete Transformation.
FINANCIALLY LITERATE GRADUATES
Foundation for All - 100% of students receive comprehensive financial education during internship seminar integration
ANALYST TRACK SPECIALISTS
Career Pathway - $65-75K starting salaries in wealth management positions with major financial institutions
LIFETIME WEALTH BUILDERS
Alumni Platform - Continuous learning platform ensuring graduate success beyond the program
Pillar 1 - The Foundation
Financial Literacy for Every Student
When: Internship Seminar + WCR Integration
Who: All 4,000 students annually
First Paycheck Management
Budgeting strategies, tax withholdings, direct deposit optimization
Credit Building Strategies
Understanding credit scores, responsible credit use, building credit history
Investment Basics
401k optimization, emergency funds, beginner investment principles
Benefits Optimization
Health insurance navigation, FSA/HSA usage, employer benefit maximization
The Perfect Time
Why the Internship Seminar?
"That would be the perfect time to say, hey, here are some financial readiness that we want to get you aligned with."
— Gary Flowers
Week 1-2: Paycheck Power
Understanding your first real paycheck, taxes, and take-home calculations
Week 3-4: Credit Championship
Building credit responsibly while earning your first professional income
Week 5-6: Investment Initiation
Starting your wealth-building journey with employer benefits and basic investing
Pillar 2 - The Game Changer
New Specialty: Wealth Management Analyst Track
The $2.1 Billion Opportunity
Bank of America
500 unfilled analyst positions
Average salary: $70,000
JPMorgan Chase
300 analyst positions
Average salary: $68,000
Morgan Stanley
200 analyst positions
Average salary: $75,000
For Sean and the Business Pathways team: This represents a premium career track with immediate employer demand and higher starting salaries than traditional IT pathways.
*Source: Indeed Job Boards September 2025 - estimated based on current market analysis
The Analyst Curriculum
6 Months to Wall Street Ready
Months 1-2: Markets & Money
- Financial markets fundamentals
- Investment principles and theory
- Excel for financial analysis
- Industry terminology and basics
Months 3-4: Analysis & Application
- Portfolio theory and construction
- Financial modeling techniques
- Trading simulations and practice
- Risk assessment methodologies
Months 5-6: Certification Sprint
- Series 6/SIE exam preparation
- Mock exams and practice tests
- Interview preparation and networking
- Job placement support
The Data Analytics Crossover
One Skill Set, Two Careers
Your Skills + Our Training = Their Premium Placement
Lynn's data analytics students already possess the technical foundation. Our financial training transforms them into premium candidates for high-paying finance roles that combine their analytical skills with market expertise.
Pillar 3: The Alumni Journey: Lifetime Success Partnership
Growing Wealth Beyond Graduation
The Challenge
50,000 Year Up alumni navigate complex financial decisions, often without ongoing support, post-graduation.
Our Solution
A continuous financial education platform, evolving with alumni careers, providing tools and knowledge for sustained wealth building.
The Impact
- From first job to first home
- From saving to investing
- From stability to wealth
- From success to legacy
The Alumni Journey
Growing Wealth Over Time
Years 1: Foundation Building
- Emergency fund establishment (3-6 months expenses)
- Credit score optimization (target: 720+)
- First investment accounts and 401k maximization
- Debt management and payoff strategies
Years 2-4: Acceleration Phase
- Home buying preparation and mortgage qualification
- Advanced investment strategies and diversification
- Side business development and multiple income streams
- Tax optimization and retirement planning
Years 5+: Wealth Multiplication
- Real estate investment and property management
- Business ownership and equity building
- Next generation mentoring and giving back
- Legacy planning and generational wealth transfer
Why Tradechology?
We're Already in Your Ecosystem
Native D2L Platform Integration
No additional logins or complex integrations - seamless experience within your existing learning management system
87% Completion Rate
Far exceeding the 15% industry average for online financial education programs
Black-Founded, Community-Focused
Built by and for the communities Year Up serves, ensuring cultural relevance and authenticity
Proven Scale
Already serving users in four countries with gamified learning that resonates with Gen Z learners
Integration Options
Flexible Deployment, Your Choice
Option A: Your Instance
- Basic modules deployed in your D2L environment
- Complete administrative control
- We maintain and update content regularly
- Best for organizations prioritizing control
Option B: Our Instance
- Advanced features and real-time updates
- Direct student relationship building
- Comprehensive analytics and reporting
- Best for maximizing platform capabilities
Option C: Hybrid (Recommended)
- Foundation modules in your D2L system
- Advanced features in our platform
- Seamless transition for interested students
- Best of both worlds approach
Pilot to Scale Roadmap
Start Small, Prove Value, Scale Fast
Q1 2026: Foundation Pilot
- 100 students across 2-3 sites
- Measure engagement and completion
- Prove measurable ROI
- Gather testimonials and case studies
Q2 2026: Analyst Track Design
- Curriculum development with industry input
- Corporate partner engagement
- First cohort selection and onboarding
- Instructor training and certification
Q3 2026: Alumni Launch
- 1,000+ recent graduates invited
- Platform onboarding and engagement
- Revenue generation begins
- Success stories and testimonials
Q4 2026: National Scale
- All Year Up sites activated
- Analyst track students enrolled
- 5,000 alumni actively engaged
- Full revenue model operational
Success Metrics: How We'll Measure Impact
Pilot Success = Green Light to Scale
Completion Rate
Student engagement target
Student Satisfaction
Program quality rating
Series Exam Pass
Certification success rate
Alumni Adoption
Platform subscription rate
Real-time tracking and reporting ensures we can measure impact, adjust strategies, and demonstrate ROI to stakeholders throughout the pilot and scaling phases.
Structured For Success
Pilot Phase (Q1 2026)
- 100 students with full curriculum access
- Complete training and support included
- Custom D2L integration and setup
- Real-time analytics and reporting
Scale Phase (Q2-Q4 2026)
- Per-student pricing model for predictable costs
- Revenue share model on alumni subscriptions
- Certification prep materials included
- Custom content development as needed
Student Impact Story
From Minimum Wage to Wealth Building
*Composite illustration based on typical student experiences
"The program didn't just teach me about money - it gave me confidence about my future. Now I'm helping my younger brother learn these same principles."
— George G Jr. | Chicago IL
This transformation story represents what's possible for every Year Up student. Financial literacy doesn't just change individual lives - it creates generational impact that extends to families and communities.
The Ask
Three Decisions to Transform 50,000 Lives
1. Approve Foundation Pilot
Spring 2026 Launch
- 100 students across pilot sites
- Internship seminar integration
- Measure engagement and impact
- Iterate based on feedback
2. Co-Design Analyst Track
Spring 2026 Development
- Sean's team collaboration
- Corporate partner input sessions
- Summer launch planning
- First cohort recruitment
3. Survey Alumni Interest
Immediate Action
- 500 recent graduates surveyed
- Build waiting list for platform
The Vision Realized
Year Up United in 2026
Industry Leadership
The premiere workforce development program with comprehensive wealth education integrated throughout the entire student journey
Career Innovation
First organization to offer dedicated wealth management analyst track with direct corporate partnerships
Alumni Engagement
Exclusive lifetime platform generating $1.2M annual revenue while supporting 10,000+ alumni wealth journeys
Measurable Impact
Leading the sector in graduate net worth growth with 50,000 lives transformed through systematic wealth building
Why Now?
The Cost of Waiting
Every Month We Delay:
Students Miss Out
Financial education opportunity lost forever
Analyst Positions
Unfilled positions that could go to Year Up grads
Alumni Disengaged
Former students without ongoing support
- Competitors gain valuable ground in financial education
- Wealth gaps continue to persist and grow
- Revenue opportunities go unrealized
- Industry leadership positions get filled by others
The time is now.
The platform is ready.
The impact is waiting.
Closing Quote
Gary's Words, Our North Star
"I want to work with more people of color...having curriculum from a group like yours that is led by your leadership team is something that really intrigues me... We're going to be able to work something out."
— Gary Flowers, CIO, Year Up United
Let's work it out. Together.
Q&A / Discussion
Your Questions, Our Partnership
Technical Architecture Review
D2L integration teams collaborate on platform specifications and deployment options
Pilot Cohort Selection
Program teams identify optimal sites and students for initial pilot implementation
Success Metrics Alignment
Leadership teams define measurable outcomes and evaluation criteria
Agreement Finalization
Business teams finalize partnership terms and implementation timeline
Contact: Marcus Howard, CEO
Email: marcus@tradechology.com
Phone: (312) 900-8168
"From First Paycheck to Financial Freedom"
Building Generational Wealth: From First Paycheck to Financial Freedom