Wisconsin Institute of ECONOMIC EDUCATION. A financial education program for Wisconsin educators presented by the Wisconsin Jump$tart Coalition

Transcription

1 P r o g r a m Wisconsin Institute of FINANCIAL and ECONOMIC EDUCATION A financial education program for Wisconsin educators presented by the Wisconsin Jump$tart Coalition August 2-6, 2004 Madison WI Credit & Money Week

2 Monday, August 2, :00 a.m. Registration & Continental Breakfast Welcome David Mancl Chair WI Jumpstart Coalition Director Office of Financial Literacy WI Department of Financial Institutions William Wilcox Treasurer WI Jumpstart Coalition President CBM Credit Education Foundation, Inc. Keynote Speaker Dan Iannicola, Jr. Deputy Assistant Secretary for Financial Education US Dept of the Treasury, Office of Financial Education Group Photo 9:30 a.m. Pre-Assessment Test Teresa Walker Office of Financial Literacy WI Dept of Financial Institutions 10:00 a.m. The Wisconsin Economy: A Report Card Dr. David Ward President & Founder NorthStar Economics, Inc. 11:00 a.m. ID Theft Cheryl McCollum Director, Communications/Public Affairs WI Bankers Association 12:00 p.m. Lunch Washburn Heritage Room Regina Hall Financial Education Certification Program Dr. Ray Schultz Associate Dean For Graduate Programs 1:00 p.m. National Endowment for Financial Education (NEFE) Curriculum Pat Ludemann Family Living Coordinator University of Wisconsin Extension Dane County

3 2:00 p.m. Money and Credit: The Role of The Federal Reserve Bank Director, Economic 3:00 p.m. - Break 3:15 p.m. The Name Game: A Human Capital Simulation Director, Economic 4:15 p.m 5:15 p.m. Financial Literacy Survey Dr. Lewis Mandell Professor of Finance State University of New York-Syracuse 5:30 p.m. - Dinner - Networking (Course Requirement)

4 Tuesday, August 3, :00 a.m. - Breakfast for Residents 8:00 a.m. Monday's Review Director, Economic 8:30 a.m. moneyskill - An Interactive Program (Group A) Dr. Lewis Mandell Professor of Finance State University of New York-Syracuse 8:30 a.m. Inflation, Interest Rates & Financial Decision Making: Short- and Long-Term Interest Rates (Group B) Director, Economic 9:30 a.m. Break 9:45 a.m. moneyskill An Interactive Program (Group B) Dr. Lewis Mandell Professor of Finance State University of New York-Syracuse 9:45 a.m. Inflation, Interest Rates & Financial Decision Making: Short- and Long-Term Interest Rates (Group A) Director, Economic 10:45 a.m. The FedChallenge Mary Halweg & Sauk Prairie High School FedChallenge team (Best New Team and 2 nd place in Chicago District) Business Education Instructor Sauk Prairie High School 11:45 p.m. Lunch 1:00 p.m. FICO Credit Scoring Victor Wykoff Fair Isaac Corp

5 2:00 p.m. The Urge to Splurge & Consumer Credit, Part I: Panel William Wilcox, Moderator President CBM Credit Education Foundation, Inc. Colleen Johnson Vice President & Branch Manager M&I Bank-Hilldale Douglas Timmerman Chairman, President & Chief Executive Officer Anchor Bank James Sheahan Operations Manager Metavante Corp 3:00 p.m. Break 3:15 p.m. The Urge to Splurge & Consumer Credit, Part II: Panel 5:15 p.m. Dinner 6:30 p.m. Consumer Rights, Fraud & Consumer Protection (Location to be announced) Michael Lawton Compliance Officer Office of Consumer Affairs, WI Department of Financial Institutions

6 Wednesday, August 4, :00 a.m. - Breakfast for Residents 8:00 a.m. Tuesday's Review Director, Economic 8:05 a.m. ReFiring Your Personal Finance Classrooms James Flora High School Social Studies & College Economics Educator New Holstein High School Sharon Strom Family & Consumer Education Consultant DPI State Financial Literacy Coordinator WI Department of Public Instruction 10:00 a.m. - Break 10:15 a.m. The Social Psychology of Credit William Wilcox President CBM Credit Education Foundation, Inc. 11:15 a.m. The Hidden Cost of Buying Now & Paying Later 12:15 p.m. - Lunch Washburn Heritage Room Regina Hall First Lady Jessica Doyle State of Wisconsin 1:15 p.m. Budgeting in the Real World Catherine Williams Vice President of Education Money Management International 2:30 p.m. Break 2:45 p.m. Credit Reporting Sue Engelbart Area Manager CSC Credit Services 4:30 p.m. Capitate Your Kids Dr. John Whitcomb Author & Doctor of Medicine Capitate Your Kids: The Sink or Swim Money Program 5:30 p.m. - Dinner Wednesday Evening Concerts on the Square (optional) Thomas Haag President & Chief Executive Officer State Collection Service

7 Thursday, August 5, :30 a.m. Departure for Chicago 7:30 a.m. Evolution of Financial Instruments Director, Economic 9:00 a.m. Tour of the Chicago Board of Trade 10:30 a.m. Inside the Federal Reserve Tim Schilling & Jerry Nelson Federal Reserve Bank of Chicago 12:30 p.m. - 1:45 p.m. Lunch - The Historic Berghoff's 2:30 p.m. Chicago Architectural Boat Tour Director, Economic 2:30 p.m. Chicago Bus Tour Director, Economic 4:15 p.m. Departure for Madison 4:15 p.m. Topics in Money & Credit Videos 7:30 p.m. - 8:30 p.m. Expected Return Box Dinner available upon return

8 August, Friday 6, :00 a.m. - Breakfast for Residents 8:00 a.m. Practical Money Skills for Life Lisa Gallimore Withers Practical MoneySkills Trainer VISA USA 9:40 a.m. Financial Fitness for Life and Summary of Lesson Plans Director, Economic 10:00 a.m. - Break 10:15 a.m. Consumer Economics Teaching Guide Sharon Strom Family & Consumer Education Consultant & DPI State Financial Literacy Coordinator WI Department of Public Instruction 10:45 a.m. Post Test & Discussion Dr. Michael Gutter Assistant Professor and CFPTM Program Director for the Department of Consumer Science, in the School of Human Ecology University of Wisconsin-Madison 11:45 a.m. - Luncheon & Closing Ceremonies

9 Wisconsin Jump$tart Coalition expresses gratitude to these sponsors for their generous support of the 2004 Wisconsin Institute of Financial and Economic Education Financial Milestones and Entrepreneurship Host Sponsor Edgewood College Community Bankers of Wisconsin Economics Wisconsin Federal Reserve Bank of Chicago Wisconsin Bankers Association Wisconsin Credit Union League Wisconsin Department of Public Instruction Wisconsin Chamber of Commerce Foundation, Inc. Help Ministries Educator Sponsors Advantage Credit Union, Onalaska AM Community Credit Union CBM Credit Education Foundation, Inc. CBR Foundation for Financial Education, Racine Community First Credit Union, Appleton CUNA Credit Union, Madison CUNA Mutual Educators Credit Union, Racine First Community Bank, Milton First Credit Union, Oak Creek Horizon Credit Union, Green Bay/Ashwaubenon Lakeland Area Credit Union Chapter, Fond du Lac New Hampshire Jump$tart Coalition, Hillsborough, NH Oakdale Credit Union Park City Credit Union, Merrill Pioneer Credit Union, Green Bay Ripco Credit Union, Rhinelander Wauwatosa Credit Union, Wauwatosa Wauwatosa Savings Bank, Wauwatosa Westby Co-op Credit Union Wisconsin Credit Union League-Madison Chapter Care of: Wisconsin Department of Financial Institutions, Office of Financial Literacy 345 W. Washington Ave., 4th Fl., Madison WI (608) FAX (608)