9:40 a.m. - Car Purchasing Leasing v. Financing (Curriculum on web) William Bill Cheeks President ABBA Associates Inc.

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1 Monday, June 19, 2006 Welcome and Important Financial Transactions 8:00 a.m. Registration & Continental Breakfast 8:30 a.m. Welcome & Overview of the Course David D. Mancl Chair WI Jump$tart Coalition for Personal Financial Literacy (Director, Office of Financial Literacy, WI Dept. of Financial Education) Bill E. Wilcox, MCE Treasurer WI Jump$tart Coalition for Personal Financial Literacy (, CBM Credit Education Foundation, Inc.) Academic Director University of Wisconsin Madison Director Edgewood Center for Economic Education 8:30 a.m. - Pre-test Attitude Survey Group Photo Courtesy of Wisconsin Bankers Association 9:10 a.m. Wisconsin Newly Developed Academic Standards in Several Disciplines (First of Its Kind in the Nation) (Social Studies, Family and Consumer Education, Business Education, Business and IT Education) WI Dept. of Public Instruction Beth Ratway, Social Studies Denise Roseland, Business Sharon Strom, Family & Cons Ed 9:40 a.m. - Car Purchasing Leasing v. Financing (Curriculum on web) William Bill Cheeks ABBA Associates Inc. 10:30 a.m. - Break 10:15 a.m. - Car Purchasing Leasing v. Financing (continued) Bill Cheeks 11:30 a.m. Housing for the College-Bound Megin McDonnell Program Director Tenant Resource Center Madison WI 12:15 p.m. - Lunch Regina Hall, Washburn Heritage Room Franchising: The Answers Marc Cayle, CFE FranChoice 1:30 p.m. - Leveraging the Home Buying Process (Mortgages) Don Bertucci Senior Vice Residential Lending Anchor Bank 2:45 p.m. - Break 1

2 3:00 p.m. Housing for the Newly Employed Kate Nardi, AICP Program Manager Dane County Housing Authority 4:15 p.m. - 5:15 p.m. Bring It Back to the Classroom 5:30 p.m. - Dinner/Network (course requirement) Regina Hall Cafeteria 2

3 Tuesday, June 20, 2006 Taxes & Employee Benefits 8:30 a.m. Money$mart & Taking Control of Your Finances: A Special Guide for Young Adults Jenny Dandridge Federal Deposit Insurance Corp (FDIC) 9:30 a.m. Understanding Taxes An interactive tax education program for high school and community college classrooms Sheila Siegel Internal Revenue Service Milwaukee WI 10:00 a.m. - Break 10:15 a.m. - Teaching Income Taxes Through Mathematics Bill Martinson Mathematics (Algebra II, Taxes & Investments) Tomah High School Tomah WI 12:15 p.m. - Lunch 1:00 p.m. - Social Security, Employee Benefits, and Retirement Prof. Karen C. Holden University of Wisconsin Madison 2:30 p.m. - Financial Literacy Movement National Jump$tart Survey and the National Movement David Mancl Chair, WI Jump$tart Coaltion Director, Office of Financial Literacy WI Dept. of Financial Institutions 3:15 p.m. - Break 3:30 p.m. Building Your Financial Future 4:30 p.m. - 5:15 p.m. Bring It Back to the Classroom 5:30 p.m. - Dinner 11:00 a.m. - Look Before You Leap - Marriage and Estate Tax Issues: Property and Titles Prof. Karen Goebel University of Wisconsin Madison 3

4 Wednesday, June 21, 2006 Employee Benefits II, Life & Entrepreneurship 8:30 a.m. - Financial Planning for the Career Cycle 9:30 a.m. - Life After High School: College Planning Rich Janosik Office of the State Treasurer(EdVest), 10:15 a.m. - Break 10:30 a.m. - Bringing It Back to the Classroom: College Planning & Retirement 12:15 p.m. - Lunch 1:00 p.m. - Reality Check - Budgeting and a Dose of Reality Gail Eiserman Monroe High School teacher 3:30 p.m. - Break 3:45 p.m. 5:15 p.m. Role of Entrepreneurship Throughout History/Society Prof. Greg Wise Center for Community and Economic Development Co-Director Agricultural Innovation Center University of Wisconsin-Extension 5:30 p.m. - 6:30 p.m. Dinner 6:30 p.m. -MoneySKILL (optional) 11:15 a.m. - Family Financial Management Toolbox Brenda Janke University of Wisconsin Extension 4

5 Thursday, June 22, 2006 Entrepreneurship 8:30 a.m. - Panel of Presenters: True Stories (Entrepreneurs/Media) Pam Christianson, Moderator WI Dept. of Commerce Brendan "Buff" Blackler AAA Quality Limousines, Ltd. Real Estate Leasing Richard Entenmann Assets Builders of America Phil Keiser & Chief Operating Officer Culvers Restaurants Joseph Saari Precision Information Systems Tom Still Wisconsin Tech Council 9:30 a.m. - Break 9:45 a.m. - Panel of Presenters (continued) 10:50 a.m. - Departure to Betty Lou Cruises' Dock 11:45 a.m. - Lunch, Tour, Small Business/Family Entrepreneurship Betty Lou Cruises Jack VonRutenberg 2:00 p.m. - Departure for Gentel Bio Surfaces 2:15 p.m. - Gentel Bio Surfaces Tour (Bio-tech company tour) MG&E Innovation Center UW Research Park GenTel BioSciences, Inc. is a leader in protein microarray technologies and is known in the life sciences community for delivering innovative multiplex assays. GenTel's mission is to be the most successful, trusted and respected provider of protein chip technology, products and services world-wide. Alex D. Vodenlich Frank J. Lenoch Marketing Manager 3:00 p.m. - Electronic Theatre Controls, Inc. Middeton WI USA Kowtoon Hong Kong Holzkirchen Germany Rome Italy London England ETC was started 30 years ago with the conviction that there was a better way to make a lighting control console. ETC is a global entertainment and architectural lighting company dedicated to providing customers with the best and most innovative lighting products, services and solutions. 4:00 p.m. - Departure for Edgewood College 4:15 p.m. Group Work Time Research, preparation for group presentations 5:30 p.m. - Dinner 5

6 Friday, June 23, 2006 Closing Day 9:30 a.m. - Break 10:45 a.m. - A Talk with Your Directors - A Wrap Up 11:30 a.m. - Luncheon & Closing Ceremonies 9:45 a.m. - Post-Institute Survey 10:00 a.m. - Sometimes a Little Competition Can be a Good Thing Finance & Investment Challenge Bowl (teacher participating demonstration) David Mancl Chair WI Jump$tart Coalition Joe Saari Precision Information, LLC Richard Entenmann Asset Builders of America, Inc. 6