Toolkit
Accounting State Societies Toolkit: Scholarship Winner Award Delivery
Follow steps 1-5 below to deliver a scholarship to the national winners of the Accounting Careers: Limitless Opportunities competition.
Getting Started with Classroom Connect
In partnership with EVERFI, The Center for Audit Quality will award twenty $5,000 scholarships to students who completed the Accounting Careers: Limitless Opportunities course and applied for the essay-based scholarship competition.
To deepen local relationships between students being reached through the Accounting Careers: Limitless Opportunities program and local representatives of state societies associated with the Accounting+ Initiative, we’ve identified opportunities for awarding of the national scholarship winners to be delivered in-person using the steps below.
Getting Started
The national scholarship competition closed on April 15th, 2025 and all winners will be identified in mid-May. Once the winner’s guardians have completed the paperwork associated with accepting the award, the winner’s information will be shared with the Center for Audit Quality to determine a state society representative in the area.
1) Introductions:
The state society representative will receive an introductory email sent by EVERFI, including the coordinator from the CAQ and the scholarship winner’s teacher, requesting the scholarship award delivery visit at the school. The teacher will identify available dates for the team.
2) Scheduling:
Once the teacher has confirmed a live delivery, the state society representative will send their selected date to the teacher to confirm the delivery using the template below.
**Please CC [email protected], [email protected], and [email protected] on communication
Run of Show
3) In-person or Virtual Directions
Once the location, date, and time are identified for an in-person scholarship delivery, the state society representative can follow the Run of Show and suggested speaker remarks below for the event.
Keep in Mind:
- Remember to take a photo with the winner in the classroom or (ideally) in front of the school.
- Encourage students to stay involved and continue to explore a career in accounting using the accounting+ website.
- You will have the opportunity to announce the winner’s name live. There’s always a possibility the guardians have successfully kept the award a secret from the winner, so it might be a surprise!
Follow-up and Closing
Thank you for giving the winners an opportunity to connect with a professional in the field of accounting, as well as taking the time to celebrate their huge achievement!
4) Thank You Note:
Thank you for giving the winners an opportunity to connect with a professional in the field of accounting, as well as taking the time to celebrate their huge achievement!
4) Feedback:
Please submit any photos taken via a direct email to [email protected], [email protected], and [email protected].
Would you like to celebrate the scholarship winner on social? Feel free to use the copy below and tag @theCAQ and @EVERFI.
I had the privilege of delivering the Accounting Careers: Limitless Opportunities award of $5,000 in academic funding to a student from [insert school name]. This program was launched by @theCAQ in partnership with @EVERFI to encourage students to discover the vast opportunities of a career in accounting. It was my honor to be a part!
Additional Resources
Tips & Tricks
Keep It Relatable
You may be the first person a student has met from the accounting industry or from your career focus area. We encourage you to share your personal story and moments from your youth that have helped lead you down a specific path. It just may get them thinking about their own!
Keep It Brief
We recommend that scholarship delivery events are no more than 10-25 minutes. Work with the teacher to identify which portion of their class period would work best for an on-site delivery.
Remember Classroom Guidelines
- Remember that you are a guest in the teacher’s classroom – don’t forget to say thank you for getting the opportunity to meet their students and be a part of their education for a day.
- If you want to take pictures outside of the scholarship winner, please ask the teacher. You will only be allowed to take pictures of students who have completed a photo release form. The scholarship winner’s guardians have completed a media release form prior to the award delivery.
Familiarize yourself with the Accounting Careers: Limitless Opportunities Digital Program
Background Information
About EVERFI
EVERFI is an international technology company driving social impact through education to address society’s most pressing issues, including financial wellness, mental health, workplace conduct, and other critical topics. Since 2008, EVERFI’s Impact-as-a-ServiceTM solution and digital educational content have reached more than 45 million learners globally. EVERFI has been recognized as one of the World’s Most Innovative Companies (2020) by Fast Company, featured on Fortune Magazine’s Impact 20 List (2020), and named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning.
Program Referrals
If you have a school or district that you would like to refer to the Accounting Careers: Limitless Opportunities digital program, please complete the following steps: