Financial Literacy Update
September/October 2012 The Office of the Comptroller of the Currency (OCC)'s Financial Literacy Update is a bimonthly e-newsletter that reports upcoming financial literacy events, new initiatives, and related resources of the OCC and other government agencies and organizations. Financial Literacy Update provides brief descriptions and Web links for upcoming events in chronological order. It lists new initiatives and resources (with Web links) in alphabetical order. We welcome your feedback. Have an upcoming financial literacy even, new tool, or product? Please e-mail us at CommunityAffairs@occ.treas.gov. Online versions of Financial Literacy Update are available at www.occ.gov/flu.
Updates as of September 21, 2012 Summit on Financial Education
October 9, 2012 (Worcester, MA)
The Massachusetts Financial Education Collaborative (MFEC) sponsors this conference where educators, financial institutions, community-based organizations, public agencies, and others network, brainstorm and strategize how to improve, expand and promote financial education across the Commonwealth. Native Financial Education Coalition
The National Congress of American Indians is working to re-establish the Native Financial Education Coalition (NFEC) to identify short- and long-term efforts on Native financial education and consumer protection. Please contact the National Congress of American Indians for more information. Building Native Communities: Financial Skills for Families Certification Training
October 24 – 25, 2012 (Broken Arrow, Okla.)
First Nations Development Institute is partnering with First Nations Oweesta Corporation, The Office of the Special Trustee for American Indians and the Oklahoma Native Assets Coalition to present this train-the-trainer event. Attendees will receive the tools they need to successfully implement financial education programs, and certification to teach financial skills in their communities. Upcoming Events Teacher Workshops, Events in Southeastern U.S.
September 2012 (Southeastern United States)
The Federal Reserve Bank of Atlanta sponsors numerous teacher workshops and events in Alabama, Florida, Georgia, Louisiana, Mississippi, and Tennessee. Your Money Matters 2012 Conference in Idaho
The Idaho Financial Literacy Coalition sponsors this free conference for people in all stages of life. The conference offers college planning advice for teens, finance tips for families, and retirement planning information for those who are retired or are preparing to retire. Native Financial Education Coalition Meeting In Colorado
September 6, 2012 (Denver, Colo.)
The National Congress of American Indians is convening a meeting to re-establish the Native Financial Education Coalition (NFEC) to identify short- and long-term efforts on Native financial education and consumer protection. Financial Education Boot Camps in Louisiana
September 12, 2012 (Baton Rouge)
September 14, 2012 (Alexandria)
The Louisiana Jump$tart Coalition sponsors these two-day workshops, which are designed to deliver curriculum and resources to help educators and youth development professionals teach money management skills to youth. Personal Finance Training for Teachers in Tennessee
September 13–14, 2012 (Nashville)
September 27–28, 2012 (Knoxville)
The University of Tennessee Extension hosts these two-day workshops to help educators learn more about personal finance and obtain resources to help them teach personal finance effectively. The program satisfies the 14 hours of training required by the Tennessee Department of Education for those who teach personal finance in high schools. Third Annual Financial Therapy Association Conference
September 23-25, 2012 (Columbia, Mo.)
The Financial Therapy Association conference provides an opportunity for practitioners, educators, researchers, and the media to meet and discuss the cognitive, emotional, behavioral, relational, economic, and integrative aspects of financial health and well-being. National Cyber Security Awareness Month
October 2012 (Nationwide)
The National Cyber Security Alliance coordinates this outreach effort to increase awareness of how to stay safe while using the Web. The Federal Trade Commission also offers information at onguardonline.gov. Council for Economic Education’s National Conference
October 4–6, 2012 (Kansas City, Mo.)
The Council for Economic Education’s conference is a nationwide gathering of educators featuring a diverse selection of presentations, workshops, and events to enable educators to raise the level of economic and financial literacy among students in grades K–12. Virginia Financial Literacy Summit
October 8, 2012 (Richmond)
The Virginia Jump$tart Coalition hosts the Virginia Financial Literacy Summit. Visit the Web site for more information. Financial Literacy Leadership Conference Offered in D.C.
October 15–16, 2012 (Washington, D.C.)
The Society for Financial Education and Professional Development hosts this fifth annual Financial Literacy Leadership Conference. The title is Financial Literacy: A Tool for Financial Success. Attendees gain important information and strategies for enhancing the financial literacy of Americans. Get Smart About Credit Day 2012
October 18, 2012 (National)
The American Bankers Association Education Foundation sponsors events to connect bankers with students and other young adults. The goal is to help participants better understand credit and to use credit responsibly. National Protect Your Identity Week
October 20–27, 2012 (Nationwide)
The National Foundation for Credit Counseling, the National Sheriffs’ Association, and the National Association of Triads sponsor this week dedicated to preventing identity theft. Free activities are planned in communities across the nation to educate consumers, provide opportunities for shredding financial documents, and to help consumers understand and use credit reports. Annual Educators Conference in Four States
October 23, 2012 (Arkansas, Kentucky, Missouri, and Tennessee)
The Federal Reserve Bank of St. Louis sponsors this teacher conference at its St. Louis, Mo., Little Rock, Ark., Memphis, Tenn., and Louisville, Ky., locations. Teachers receive engaging lessons for their classrooms and certificates of participation. Financial Educators’ Symposium in Massachusetts
October 24, 2012 (Great Barrington)
The Massachusetts Jump$tart Coalition offers this symposium to educate and prepare attendees to be effective teachers of personal finance at all grade levels and in all subject areas. Annual Professors Conference in St. Louis
November 1–2, 2012 (St. Louis, Mo.)
The Federal Reserve Bank of St. Louis sponsors this event for college professors to provide them with relevant content and tools for use in classrooms. Lights, Camera, Save! National Video Contest
November 1–30, 2012 (Nationwide)
The American Bankers Association Education Foundation sponsors this video contest to encourage children and teens to think creatively about saving money. Participants are invited to create videos that promote saving and inspire others to become lifelong savers. Banks host local competitions and select winners to take part in a national competition. National Educators’ Conference
November 2–4, 2012 (Chicago, Ill.)
The Jump$tart Coalition’s fourth annual conference offers tools, resources, and support for educators from preschool through high school who are interested in teaching personal finance. The cost is $395 and includes conference materials, meals, and two nights at the JW Marriot hotel. Homeownership Counseling Training in North Carolina
November 5 – 9, 2012 (Raleigh, N.C.)
NeighborWorks America hosts this regional multi-course training to build capacity in nonprofit housing counseling organizations. You must receive a scholarship to attend this training, and the deadline to apply for a scholarship is September 21, 2012. Common $ense Conference in Vermont
November 15, 2012 (Montpelier)
The Vermont Jump$tart Coalition sponsors this half-day conference featuring the Family Economic and Financial Education (FEFE) program, which includes hands-on exercises as part of the training curriculum. New Initiatives Consumer Financial Protection Bureau Seeks Feedback on Education Programs
The Consumer Financial Protection Bureau (CFPB) has published a request for information regarding Effective Financial Education. Comments must be received by October 31, 2012.
FDIC Young Adults Longitudinal Study
The Federal Deposit Insurance Corporation (FDIC) is conducting this study to evaluate the “Money Smart for Young Adults” curriculum. The study will assess how the curriculum impacts participants' financial knowledge and behavior. The study builds on a previous evaluation that found the Money Smart curriculum improves the money management practices of young adults. New Resources Econ Explorers
The Federal Reserve Bank of Chicago offers this curriculum to help set children on the path towards economic and financial understanding. Every American Financially Empowered
The Obama Administration offers this resource guide to help educators, community leaders and others teach Americans to better understand and address basic financial matters. The guide encourages the formation of partnerships to promote financial education and economic inclusion. Financial Fables
The Federal Reserve Bank of Kansas City offers these online stories that use “money morals” to help students from preschool to fifth grade learn about saving, money management, and setting short- and long-term financial goals. Identity Theft Resource
The Federal Trade Commission offers a series of online materials to help prevent identity theft and to help victims of identity theft. Money Smart for Elementary School Students
The FDIC has published an activity book for youth ages 8 – 11 that is designed to introduce personal finance concepts. A teacher’s manual is also available to assist in the discussion about money and finances. Social Security Statement Online
The Social Security Administration now offers workers and retirees information about their Social Security earnings and benefits online. Top 10 Ways to Prepare for Retirement
The U.S. Department of Labor Employee Benefits Security Administration offers tips and advice to help people prepare for retirement. |
