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MARK 1 - UFSC Leadership Summit - KC


“Where Tomorrow’s Leaders will be Born and Tested”

July 23 —July 29, 2017 – Kansas City, Missouri

Program Overview

MARK I (MI) UFSC Emerging Leaders – National Apprentice Challenge is a one (1) year leadership development program designed by Urban Financial Services Coalition to develop future minority leaders in the financial services industry and teach them how to economically empower their communities.  There are five focus areas that minority participants in the program develop through the project based leadership competition: personal leadership skills, financial literacy, business plan preparation, entrepreneurship and physical fitness.  Participants develop these crucial life skills through an intensive 2 1⁄2 classroom training and a series of monthly coaching sessions; developmental heat through an apprentice style group competition and the opportunity to apply the skills learned through the completion of a leadership development projects.  The leadership development projects offer participants the opportunity to develop leadership, teamwork and community skills through teaching the principles of the five focus areas.  While completing these empowering projects, participants make a difference in their community and empower themselves to new levels of success.


Phase I: Intensive 3 Day Intensive Training

The leadership program kicks off with an action packed three days of personal leadership, communication and teamwork training.  This is not the old lecture style learning, this is a fast past experiential learning that involves participation in a ropes course, the actual creation of a business plan for an entrepreneurial project that will be executed and judged during Phase II of the leadership program.  In addition, participants participate in an early morning physical fitness boot camp that teaches the benefits and strategies for maintaining a healthy lifestyle.  This is pre UFSC National Summit activity that will take place in Kansas City, Missouri, July 23—July 29, 2017.


Phase II: Apprentice Challenge

In this phase, participants will form teams of five to utilize the skills learned from the three day intensive training, in the completion of their challenging tasks.  The majority of the tasks will be completed during the summit and participants must create an action plan for the completion of their final community action task.  One of the tasks completed will involve the video taping of a presentation that will be presented before a panel of judges.  The judges will be senior executives in the financial services industry. Prizes will be given to the teams based on the total points accumulated throughout the week.

Phase III: Implementation Challenge

Phase III is the leadership development portion of the program that will begin after the UFSC Summit. Participants will participate in monthly coaching sessions that will be given by a leadership coach.  Each participant will be responsible for coordinating leadership development activities for one the five focus areas (personal leadership, financial literacy, business plan preparation, entrepreneurship, physical fitness).  Upon completion of all three phases, participants will graduate from the MARK I program.


Target Audience

One of the things that make this program unique is that it blends a cross section of minorities from high school and college that possess the following:

  • A record of leadership in the community through past and present community activities;
  • Demonstrated the capacity for leadership within their employment organization or school;
  • Possess the ability to set and obtain goals as demonstrated by career, personal and/or community achievement;
  • Possess a professional commitment to commit the appropriate time to the MARK I program;
  • Have a strong desire to enter and continue to pursue a career in the financial services industry.


Benefits for Participants

  • Intensive training develops foundational personal leadership skills, critical management skills and critical leadership skills. In this program, participants will learn how to:
    • Take more responsibility for results and exercise more initiative.
    • Set meaningful goals and follow through with them.
    • Get more organized by improving their planning and time-management skills.
    • Make work relationships more productive through “win-win” thinking.
    • Improve their listening and communication skills.
    • Solve problems creatively and deal with conflict productively.
    • Adopt a “continuous-improvement mindset” and improve their student/work/life balance.
  • Through the Apprentice Challenge and the Implementation Challenge, par- ticipants will receive developmental heat that gives them the opportunity to utilize the skills learned in the intensive training.
  • Participants will learn the necessary skills to interact with in a team.
  • Participants will develop new professional relationship within their peers and with professionals in the financial services industry.
  • Participants will get assistance in obtaining scholarships, internship and job opportunities.
  • Participants will receive a certificate of completion.


Commitment Statement

The success of MARK I depends heavily on the participation of class members. In order to ensure that the team building aspects and the educational components are completed, it is necessary to require attendance and a commitment to participate fully. In addition to the session during the conference, quarterly meetings and graduation requirements, participants will also be responsible for completing one community action project one of the five focus areas within their community. Each community action project will be de- signed for completion during the MARK I year.

Statement of Commitment:

Participants selected for the program will be asked to sign the following Commitment Statement.

  • I wish to participate in the MARK I UFSC Emerging Leaders Program.
  • I will commit to attending the 5 day leadership program which will encompass a three day intensive training (Phase I) and apprentice challenge (Phase II), which will take place at the UFSC National Summit in Kansas City, Missouri July 23, 2017 through July 29, 2017.
  • I will commit to the monthly coaching session that will take place 2nd Saturday of the month starting August 12, 2017 through August 11, 2018.
  • If I am unable to comply with any of the above, I will voluntarily withdraw from the program.



Only UFSC is able to deliver such an incredible year long leadership development program for $800* per participant. Program tuition, which is due upon registration, includes:

  • All program materials which includes:
    • Personal Leadership Workbook;
    • Creating Business Plan Workbook;
    • The MARK I Participant Manual filled with examples and thought provoking exercise to experience during the workshop; and
    • Registration to the UFSC National Summit in Kansas, Missouri which features some the nation’s top speakers, workshop facilitators and financial professionals.
  • Continental Breakfast and Lunch for the week. Dinner will be the responsibility of the participants.
  • Hotel Accommodation: Check-in by 12 noon on Sunday, July 23, 2017 and check-out 10:00 am Saturday, July 29, 2017 (double occupancy).

* Tuition amounts are subject to change without notice.

Download the full program and application using this link ==> MARK I Student Brochure 2-12-17

Registration link below: