THE ONTARIO LI BERAL PLAN 2 011-2015
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- cours - matière potentielle : graduation rate
- model of the kind of leadership from the top
- uncertain times
- kind of economy
- world for literacy
- strong economy
- brighter future
- jobs
- global economy
- world
- education
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Nombre de lectures
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December21,2011
ForImmediateRelease
Contact:CullenWerwie,608‐267‐7303
DepartmentofFinancialInstitutions
DavidMancl,OfficeofFinancialLiteracy
Phone:608‐261‐9540GeorgeAlthoff,CommunicationsDirector
Phone:608‐261‐4504
Governor’sCouncilonFinancialLiteracyAnnouncesAwardRecipients
MADISON–TheGovernor’sCouncilonFinancialLiteracytodayannouncedtherecipientsofthe2011WisconsinFinancialLiteracyAward.ThewinnersarerecognizedfortheirworktoadvancethecauseofpersonalfinancialknowledgeamongWisconsincitizens.
“TherecipientsoftheWisconsinFinancialLiteracyAwardarehelpingWisconsinitesofallagesimprovetheirpersonalfinanceskillsinourschools,intheworkplaceandincommunitiesacrossthestate,”GovernorScottWalkersaid.“Thesecitizenleadersequipstudents,parents,peersandconsumerswiththenecessarytoolstomakeinformeddecisionsabouttheirownmoney,whichimprovesindividualqualityoflife,aswellastheWisconsineconomy.”
Therecipientswereselectedfrom45nominationssubmittedforconsideration.Criteriausedinthescreeningprocessincludedinnovativeimplementation,demonstratedmeasureableresults,collaborationwithpartners,whethertheeffortwasstatewideorhadthepotentialtobestatewide,andwhethertheeffortwasfocusedonneeds‐basedgroups.
“Manyoftheseeffortscanbereplicatedinotherpartsofthestate,”GovernorWalkersaid.“TheGovernor’sCouncilonFinancialLiteracyiseagertohelpfacilitatetheimplementationofpersonalfinancialliteracyprogramsinschooldistrictsandcommunitiesthroughoutWisconsin.”
Individualsreceivingthe2011WisconsinFinancialLiteracyAward:
∙SaraBurlingandLisaKiefer,teachersintheMenomoneeFallsSchoolDistrict
∙SarahCampbell,ateacheratWisconsinDellsHighSchool
∙AnnaD’Amelio,DavidKruchten,MaryLehrerandDavidThoms,teachersintheMadisonMetropolitanSchoolDistrict
∙SusanFuszard,anemployeeoftheWisconsinDepartmentofTransportation
∙JenniferGuenther,ateacherintheRubiconJoint6SchoolDistrict
∙Dr.ScottNiederjohn,professoratLakelandCollegeinSheboygan,andDr.MarkSchug,professoremeritusatUW‐Milwaukee
∙WilmerPeters,financialliteracyproponentwithNorthwoodsNiiJiiEnterpriseCommunityInc.inMenominee/Keshena/LacduFlambeau
∙LaurelScherer,ateacheratAntigoMiddleSchool
∙SheilaSiegel,anemployeeoftheInternalRevenueService,basedinMilwaukee
Organizationsreceivingthe2011WisconsinFinancialLiteracyAward:
∙AppletonAreaSchoolDistrict
∙AssetBuildersofAmericaInc.ofMadison
∙BrewersCommunityFoundationofMilwaukee
TM ∙InvestorEducationinYourWorkplace
∙JuniorAchievementofWisconsinInc.ofMilwaukee
∙MoneyMissionLLCofBrookfield
∙UWCreditUnionofMadison
∙WisconsinDepartmentofCorrections
TheGovernor’sCouncilonFinancialLiteracywascreatedbyExecutiveOrder#24andhelditsinauguralmeetinginApril.ThemissionoftheCouncilistomeasurablyimprovethefinancialliteracyofWisconsincitizens.
TheCouncilischairedbyWilliamE.Wilcox,MCE,presidentofCBMCreditEducationFoundationInc.ofMadison.Co‐vicechairsareTedNickel,commissioneroftheOfficeoftheCommissionerofInsurance,andPeterBildsten,secretaryoftheDepartmentofFinancialInstitutions(DFI).DavidMancl,directorofDFI’sOfficeofFinancialLiteracy,isexecutivedirectoroftheCouncil.Manclmaybecontactedbye‐mail,david.mancl@wisconsin.govorbycalling608‐261‐9540.
Moreinformationabouttherecipients’financialliteracyeffortscanbebelow:
Individualwinnersof2011WisconsinFinancialLiteracyAwards
PresentedbytheGovernor’sCouncilonFinancialLiteracy
SaraBurlingandLisaKiefer
MenomoneeFallsSchoolDistrict
TeachersSaraBurlingandSaraKiefercreatedaprogramcalledTaxDaytogivehighschoolbusinessstudentstheopportunitytoapplywhattheylearnedintheclassroominareal‐lifesetting.Inpersonalfinanceandbusinesseducationcourses,studentslearnedhowtoprepareincometaxreturns.Theyalsoattendedtrainingsessionsbeforeandafterschooltocompleteadditionalcasestudiesinpreparingtaxreturnsandtodiscussconfidentialityissues.AlumniCPAswererecruitedtoparticipateinTaxDay,whichwasheldFeb.15,2011.Businessstudentsservedas“taxadvisers”and,withtheassistanceoftheCPAs,helpedtheirpeerscompletetheirindividualtaxreturnforms.
TaxDaywasahugesuccessandwillberepeatedinFebruary2012.Theprojectalsohelpedtheschool’sBusinessDepartmentforgeastrongrelationshipwiththealumniCPAs,manyofwhomhaveindicatedtheyareinterestedinparticipatinginotherprojectsundertakenbythedepartment.
SarahCampbell
WisconsinDellsHighSchool
SarahCampbelltookaholisticapproachinre‐creatingthenine‐weekpersonalfinancecourserequiredforgraduationfromWisconsinDellsHighSchool.Sheimplementedpiecesintoeachunitinthecurriculumtoaddressherstudentsasindividuals,withuniquevalues,experiences,resourcesandgoals.Ms.Campbell’smethodsdrawonthisindividualitytocomplementthecontenttaughtthroughtheWisconsinModelAcademicStandardsinPersonalFinancialLiteracy.Thiscomprehensiveapproachtofinancialliteracythroughcreationofindividualmeaningprepareshighschoolstudentstobesuccessful,independentmembersofsociety.
Ms.Campbell’seffortshavebeenevaluatedthroughpre‐andpost‐testingshowingstudentgrowthinallsevenunitsofthecurriculum.ThetestisbasedontheconceptspresentedintheWisconsinModelAcademicStandardsandtheJumpStartCoalition.Themostnoticeablescoreimprovementswereintheunitsofinvesting(+50%),budgeting(+32%),insurance(+29%),financialinstitutions(+28%)andcredit(+28%).Theoverallstudentscoreincreasedanaverageof32%bytheendofthecourse.
Ms.Campbellcontinuestomeasurehereffectivenessintheclassroomthroughconstantdialoguewithherstudents.Shestrivestocontinuallyupdatethepersonalfinancecoursebasedoncurrentfinancialissuesandrefinetheactivitiesbasedonherstudents’feedback.Herprivate‐sectorpartnersincludetheBankofWisconsinDells,theBarabooNationalBankandAmericanFamilyInsurance.
AnnaD’Amelio,DavidKruchten,MaryLehrerandDavidThoms
MadisonMetropolitanSchoolDistrict
TeachersfromMadisonLaFollette,MadisonEast,MadisonWestandMadisonMemorialhighschoolscollaboratedtocreateacomponentofthepersonalfinancecurriculumcalledtheFinancialLife‐StagesAssignment.Atthebeginningoftheterm,studentsareprovidedaLifelongFinancialStrategiesTipSheetforeachofthefivephasesinaperson’slife.Studentsarerequiredtodoresearchonthefinancialtopicstheywillberesponsibleforunderstandingintheirlives,andcreateaPowerPointslideshowthatdepictswhattheyneedtodoinordertobettertheirchancesofbeingfinanciallysuccessful.
Studentsdelveintolearningaboutconceptssuchasfinancingeducation,debt,taxes,purchasingvehicles,purchasinghomes,budgeting,credit,retirementplanning,creatingend‐of‐lifedocuments,generalinvestingtopics,varioustypesofinsurance,long‐termcareandeldercareandhousingoptions.Aspartofthecourse,studentsarerequiredtointerviewanindividualwhoisamemberofeachofthefivefinanciallife‐agecategoriesandaskfortheiradvicebasedontheirexperiences.
SusanFuszard
WisconsinDepartmentofTransportation
SusanFuszardisatirelesspromoteroffinancialliteracyasalifeskillandspearheadsnumerouspersonalfinancetrainingsessionsintheDepartmentofTransportation.Thosesessionsareopentootherstateagencyemployeesandtheirfamiliesaroundthestate.ThepresentationsalsoarevideotapedandmadeavailabletoemployeesviatheDOT’swebsite.
AmongthemanyinitiativesledbyMs.Fuszardare:
∙Sheenrolled457DOTemployeesinaprogramcalled“InvestorEducationinYourWorkplace.”DOThadthehighestnumberofemployeesparticipatingintheprogramoftheninestateagenciesenrolled.Employees,familymembers,retireesandfriendssigneduptotake10modulesonvariousaspectsofpersonalfinanceandinvesting.Theprogramresultedina33%increaseinthenumberofparticipantswhoarenowkeepingawrittenfinancialplan.
∙Aseriesofstatewidebrownbagpersonalfinanceseminars,attendedby494employeesinpersonandnearly1,000viatheDOTwebsite.
∙ArticlesinDOT’sweeklyEAPBulletinofferingtips,resourcesandinformationonfinances/budgeting,copingwithchangeanduncertainty,andstressmanagement.
∙Numerousspecialeventsincludingtwo“fiscalfitness”fairs,financialandlegalservicesseminarsandone‐on‐onemeetingswithfinancialprofessionals.
JenniferGuenther
RubiconJoint6SchoolDistrict
JenniferGuenthercreatedauniqueintegratedclassroomcurrencysystemforher2ndgradeclassroom.Theprogramincorporatedavarietyofbasiceconomicandfinancialliteracyskillsthroughouttheschoolyear.Thenshetookthemainideasofherprogramandcreatedworkshopsforotherteachersandparents.Herworkshop“BookstoBucks”focusesonliteratureandwritingrelatedtofinancialliteracyforteachersofpre‐kindergartenthrough3rdgrade.“ThisLittlePiggyCriedEarn,Spend,Save!”isaworkshopforK‐6teachersanddemonstratesherclassroomcurrencysystem.Forparents,shedevisedaprogramcalled“PersonalFinanceSkillsandChildren:BuildGoodHabitsNow!”
Ms.Guenther’s“ThisLittlePiggyCriedEarn,Spend,Save!”workshopwasthesubjectofhercapstoneprojectforhermaster’sdegreefromUW‐La‐Crossein2006.Theresultsofherstudyshowedimprovementsinteachers’financialliteracy,confidenceinmoneymanagement,applicationofmoneymanagementskillsintoreal‐lifesituations,andmathskillsrelatedtomoney.
Althoughshestartedoutsoloinherclassroom,overthepastfiveyearsMs.Guentherhasteamedupwithotherteachersandorganizationstohelppromotefinancialliteracy.HerpartnersincludeUW‐ Whitewater’sEarlyChildhoodConference,theWisconsinMathematicsCouncil,EconomicsWisconsin,UW‐OshkoshandDPI.
Dr.ScottNiederjohn,LakelandCollege,Sheboygan
andDr.MarkSchug,professoremeritus,UW‐Milwaukee
Dr.MarkSchugandDr.ScottNiederjohnhaveconductedaseriesoftwo‐dayseminarsforteachers,journalists,clergy,non‐profitmanagersandelectedofficialstitled“EconomicsforOpinionLeadersWorkshop.”Theseminarsintroduceopinionleaderstotheeconomicwayofthinkingwhichstresseschoices,costs,incentives,rulesoftheeconomicsystem,tradeandgainsfromtrade.Itincludessupplyanddemandanalysis,thebasicinstitutionsofamarketeconomyincludingprivatepropertyrights,profitmotive,consumersovereignty,competitionandfreedomofcontract.Thereareaseriesofinteractiveexercisestodemonstratekeypoints.
Economicandfinancialeducationhelpsopinionleadersunderstandhowourmarketsystemworks.Itcanalsohelpthemtobecomemoreeffectiveintheireverydaywork.Anewlevelofeconomicunderstandingcanhelpteachers,religiousleadersandjournalistspreparemoreinsightfullessons,sermonsandarticles.Itcanhelpmanagersofnon‐profitsunderstandhowthemissionsoftheirorganizationscanbeadvancedthroughtheoperationoffreemarkets.Theseworkshopshavebeenheldoverthepastthreeyears.
WilmerPeters
NorthwoodsNiiJiiEnterpriseCommunityInc.,Menominee/Keshena/LacduFlambeau
WilmerPetersisretiringafter10yearsofbuildingfinancialliteracy,accesstocapitalandbusinessopportunityintheNorthwoodscommunity.Mr.PetersparticipatedinthecreationofaCommunityDevelopmentFinancialInstitutionwhichlendstotribalsmallbusinesses.Thisinstitution,establishedin2000,isnowasustainableentitycalledNiiJiiCapitalPartnersInc.Theorganizationprovidesfinancialliteracyandbusinesstechnicalassistancetoitsclients.Mr.Petersalsolaunchedatrainingoftrainersprogramthatcertified60tribalprogramdirectorsintheNativeNationsFinancialLiteracyCurriculumcalledBuildingNativeAssets.In2009,Mr.PetersalsopartneredwiththeMenomineeNationCollegetoincludefinancialeducationinitsbusinesseducationcourses.
Mr.PeterswasoneofthefoundersofZhoonyiaGikendasowin(MoneyKnowledge),acommunity‐basedgroupofseveralorganizationsthatpooltheirresourcesinordertohelpLacduFlambeauOjibwetribalmembersincreasefinancialsecurityandbuildassetsinasustainableandculturallyappropriateway.ThiscollaborationincludesLacduFlambeauBandofLakeSuperiorChippewaIndians,WigamigOwnersLoanFundInc.,LaPointeFinancial,WisconsinBenefitPlanning,NorthwoodsNiiJiiEnterpriseCommunityInc.,NiiJiiCapitalPartnersInc.,andtheWisconsinDepartmentofFinancialInstitutions.
LaurelScherer
AntigoMiddleSchool
LaurelSchererhasbeenemphasizingfinancialliteracyinhermiddleschoolclassroomforthepastsixyears.Hercurriculumincludespresentationsonbankingservices,writingchecks,savingshabitsandotherpracticaltopics.Shealsoplaysinteractivemoneyliteracygameswithherstudents.HerstudentstourtheCoVantageCreditUnionofAntigotohelpthemunderstandhowacreditunionworksandsheexplainsthe“lifeofapenny”–wheredoesitgoonceitisdeposited.
RecentlyMs.Schererhasbegun“FinancialFridays”forherstudents.Theon‐siteBulldogCreditUnion,sponsoredbyCoVantage,isopeneveryotherFriday.Studentshavetheopportunitytomakedepositsintorealsavingsaccounts.Ms.Schererthentailorshercurriculumtotieinto“FinancialFridays.”Forexample,thefirstfinancialliteracylessondealtwithgrossandnetincomeinwhichstudentslearnedabouttheimpactoftaxwithholdingontheirpaychecks.
SheilaSiegel
InternalRevenueService,Milwaukee
SheilaSiegelisthedrivingforcebehindtheexpansionoftheVolunteerIncomeTaxAssistance(VITA)andEarnedIncomeTaxCredit(EITC)programsinWisconsinandotherstates.Shehastakenaleadershiproleinexpandingthoseprogramstoconnectasset‐buildingandfinancialliteracyconceptswithVITA/EITCprograms,givingparticularattentiontoaddressingtheneedsofunder‐servedcommunities.ThisconcepthasnowbeenmandatedbytheInternalRevenueServicetobeincludedinallVITAsitesacrossthenation.TheincreaseinactivityintheVITA/EITCprogramsisbringingmorefederaltaxrefundstolow‐andmoderate‐incomeindividualswhodesperatelyneedthefunds.
Ms.Siegel’sworkempowersrecipientsofrefundstoputtheirmoneytoworkinaproductivemanner.HerroleistoadvisecollaboratorsintheinitialsetupofVITAsites,toparticipateinplanningforyear‐to‐ yearoperations,tocollaboratewithpartnerstobringthefinancialeducationandassetbuildingintoVITAsites,andtosupportprogrampartnersinstarting,expandingandrefiningfinancialeducationandassetbuildingefforts.Ms.Siegel’sworkhasresultedinsignificantgrowthinbothVITA/EITCfilingsandfinancialeducation/assetbuildingprogramsintheNativecommunities.
Organizationalwinnersof2011WisconsinFinancialLiteracyAward
PresentedbytheGovernor’sCouncilonFinancialLiteracy
AppletonAreaSchoolDistrict
