Teaching Financial Literacy K-12 Part 2

Program recording courtesy of Geneva College:  https://geneva-edu.zoom.us/rec/play/6c3zrXYmpEf9stuLulZ3bSFGgISM-ewTQtQsIXGmOJ_zj9_4-6XrboluwF0QxDJNlP3NY7UfRbiWHR0-.SjmmoRowtl3_1YL2

Thank you Michael Krisuk, Ameriprise for your support

Thank you, Michael Vatter, First Choice Federal Credit Union for your support

Thank you Geneva College for hosting

Thank you to all presenters and members of the Resource Group

Thank you Dr. Dave Layton for technical assistance

Thank you David Hunt for technical assistance

Thank you to everyone who attended

Happy Trails to You–Herb


Topic: What Resource People say about Teaching Financial Literacy

Date: Tuesday, November 16

Location: Virtual

Time: Sign in at 8:20 AM/ Wrap up 11:20 AM

Hosted by Geneva College


This event is supported by Dynasty Financial Solutions, First Choice Federal Credit Union

This event is designed to meet the needs of Counselors, Administrators, Teachers,  College Professors and everyone who is interested in students being successful.

The following people will share their insight about teaching Financial Literacy.

Michael Vatter, CEO, First Choice Federal Credit Union  mvatter@firstchoicefcu.com

Michael joined the credit union in 2015 after 14 years of combined retail banking experience.  He firmly believes that a community is stronger with a strong Community based banking option and works to provide that to the public.

Christopher Lunn, Chief Financial Officer, Alliance for Nonprofit Resources clunn@anrinfo.org

Christopher Lunn is the Chief Financial Officer at Alliance for Nonprofit Resources (ANR), Center for Community Resources (CCR), and Nonprofit Development Corporation (NDC) and Community Partnership (CP). Chris oversees all financial activity, the Information Technology department, Community Builders Group (division of NDC) and the Credit Gives program. He specializes in leading a staff that produces spot-on audits and monitoring, as well as adapting to the growth of each organization.

Chris joined CCR in 2013 as the Director of Finance. He holds a Bachelor’s of Science Degree in Accounting from Slippery Rock University. In 2018, Chris was named as CFO of the Year by the Pittsburgh Business Times.

Michael Krisuk, Financial Advisor, Dynasty Financial Solutions michael.r.krisuk@ampf.com

Michael Krisuk has over 19 years of industry experience and his team has over 125 years of combined experience with the Financial Advice Industry. They are a multi-generational Financial Planning and Asset Management Franchise of Ameriprise Financial Services, LLC. Their clients include individuals, Business owners and Charitable organizations.

Patricia Kardambikis Ph.D. Assistant Professor kardambikis@rmu.edu

Patty Kardambikis is Coordinator of Graduate Educational Leadership Programs at Robert Morris University in Moon Township, PA. She has a wealth of experience in public education having served in many administrative positions in a number of school districts.

Khaz Finley, Manager, Education and Museum Outreach, The Federal Reserve Bank of Cleveland khaz.finley@clev.frb.org

Mr. Finley joined the Bank in 2018 as a coordinator on the education and museum outreach team. In 2019, he was promoted to team supervisor, and in 2021 he became team manager. Prior to joining the Bank, Mr. Finley held a variety of roles in several school districts throughout northeastern Ohio, including the Cleveland Metropolitan School District and the Cleveland Heights–University Heights School District. He led classroom instruction and developed and implemented programs for career and professional development; social emotional learning, and mentorship.

Alexandria Halmbacher, Manager, Education and Museum Outreach, The Federal Reserve Bank of Cleveland Alexandria.Halmbacher@clev.frb.org

Ms. Halmbacher joined the Cleveland Reserve Bank in 2018 as the coordinator of education and museum outreach at the Cincinnati Branch. She was promoted to manager in 2019. Prior to joining the Cleveland Reserve Bank, she served as the unit manager of education products at the Ohio History Connection, for which she oversaw the development and implementation of several curriculum-based projects and teacher development programs for local, regional and national education institutions and school districts.

Scott E. Harper, ChFC®, CUDE Clearview Federal Credit Union

Scott Harper has been in the financial services profession for over 30 years helping people enjoy a better life through practical financial planning. He currently serves as the Director of Relationship Development at Clearview Federal Credit Union. Scott earned his Credit Union Development Educator (CUDE) designation from the National Credit Union Foundation. The CUDE program focuses on our unique business model to serve members and communities in new and exciting ways.

Alex Dalton, President of Finfo   alex@myfinfo.com

Alex Dalton is an Economics Honors program student at California University of Pennsylvania, and committed to financial literacy. Coming from a family of entrepreneurs, Alex is a Founder’s Institute graduate who built MyFinfo – a web-based financial literacy platform using various social media platforms aimed at teaching teenagers and young adults effective methods to take control of their financial lives. Working with Centsability, Alex has created a massive following in Twitter, Tik Tok, Instagram and his own podcast.

Questions to be addressed by the Resource Group:

  • What should students know about nonprofit organizations?
  • What is a good credit rating and why is it important?
  • How should we teach a teenager about finances?
  • What are some recommendations for improving youth financial literacy?
  • Why is it important for youth to know about financial literacy?
  • What do youth need to know about financial advisors?
  • What should youth know about financing after high school (college and trade school costs)?
  • What resources are available for teaching financial literacy?

Additional Event Details:

  • Participants are encouraged to submit questions in advance. Questions must be submitted no later than November 10, 2021 Email them to hhevents@zoominternet.net By submitting questions you will help design the agenda. We want to meet your needs.
  • If you have difficulty registering online simply answer the questions and email them to hhevents@zoominternet.net or call Herb Hunt at 724.494.0968 Register early, the number of participants may be limited.
  • You will be notified that your registration has been received.
  • This is a timely topic and is designed to be participant friendly. One of the goals of all events is to “Build Partnerships for Student Success.”
Bookmark the permalink.

Comments are closed.