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Teaching Financial Literacy K-12 Part 2 | 11/16/2021

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

NO REGISTRATION FEE

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.”

Teaching Financial Literacy K-12 | 04/15/2021

Date: Thursday, April 15, 2021

Location: Virtual

Time: Sign up begins at 8:35 AM/ Program begins at 8:45 AM Wrap up 10:55 AM

Hosted by Slippery Rock University College of Education

' NO REGISTRATION FEE

ACT 48 Credit (PA)

This event is supported by Ameriprise/ CrossState Credit Union/ First Choice Federal Credit Union

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

PART 1

Meet the Presenters:

Michael Wishnow, Senior Vice President, Marketing & Communication CrossState Credit Union Association

Michael served as the Press Secretary and Manager of Information and Customer Services for the PA Department of Banking for fifteen years under four governors and seven Secretaries of Banking.

He has also served as the President of the Pennsylvania Jump$tart Coalition for Youth Financial Literacy, on the Board of Directors for Junior Achievement of Dauphin and Lebanon Counties, and as a member of Governor Ed Rendell’s Task Force for Working Families and Governor Corbett’s Task Force on Financial Literacy.  He has served on the drafting committee for the Pennsylvania Comprehensive Affordability Strategy and on the Ford Motor Company’s Philadelphia Dispute Resolution Board.  Mr. Wishnow, in his free time, is an avid Philadelphia Sports Fan, umpires youth baseball, and is involved in various other civic and religious organizations.  He lives in Harrisburg with his wife, Julie, and has two grown children, David and Jonathan.

Presentation: Integrating Personal Finance Into Your School

Michael Krisuk, Financial Planner with Ameriprise

Michael has been a financial planner for 19 years. He explains things in understandable terms and shares his values. He has earned the Ameriprise Hearts and Wallets Top Performer award. He is a graduate of Robert Morris University with a Bachelor of Arts. He is a Chartered Retirement Planning Counselor. His emphasis is on retirement planning strategies, retirement income strategies and investments.

Michael is a former board member for the Lawrence County Drug & Alcohol Association and the Lawrence County Habitat for Humanity. He also is a volunteer for Lawrence County Parents Support Group for Autism Warriors.

Presentation: Balancing Life Today and Dreams for Tomorrow

Michael Vatter, CEO First Choice Federal Credit Union

Michael has worked with many clients across many industries to align customer goals and resources. His favorite part of the job is always learning more about people in their job and helping them to achieve just a little more than they thought they could.

His goal is to take whatever precious little time and resources educators have and help them to introduce students to some practical information about financial basics. Examples are budgeting and balancing and principals of credit and savings. One way Michael has found how to do this is with a tool called Reality Fair. It is an interactive “game” that has recently been adapted to more an online experience.

Presentation: Practicality has Practically (and Predictably) Lost

Part 2

An ALL-STAR PANEL:

Amy Davis--Allegheny Intermediate Unit/ Position—Co-Director Career Ready and Western PA Gifted Liaison for Pennsylvania Department of Education

Michael Wishnow—CrossState Credit Union Association

Michael Krisuk—Financial Planner Ameriprise

Michael Vatter—CEO First Choice Federal Credit Union

Moderator:  Dr. Wayde Killmeyer—Executive Director Intermediate Unit 4

Sample questions:

What is a positive credit history and why do students need to know and understand it?

What financial concepts should be taught at the elementary, middle, and high school levels?

What resources can your organization (or others in your community) provide that will help to teach financial literacy?

How do we teach the concept of the difference between things you need and things you want? Some believe that many American adhere to this statement—"instant gratification is to long to wait”.

 

Participants are encouraged to submit questions in advance. Questions must be submitted no later than April 8, 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 on line 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.

Please forward this information to others in your district/ organization who will benefit.

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”.


How Prepared are Students for the World after High School | 01/28/2021

Herb Hunt events are always interesting and informative, and this one was no exception.  Financial literacy is an important topic, and the resources that were shared in this seminar are useful for an educator at any level - Dr. Wayde Killmeyer Executive Director Intermediate Unit 4

I plan on reaching out to our local credit union for financial literacy curriculum - Sheri Binda, Counselor Jeannette City School District

Thank you so much for the opportunity.  Financial literacy is a passion of mine and I really enjoyed listening to the speakers and hearing from the participants - Amy Davis, Career Ready State Project Co-Director Western PA Gifted Liaison Teaching and Learning

This was one of the better virtual workshops that I have attended in the last year. It was very well organized and the presenters were knowledgeable about not only their topics but also how and why it I s important for educators - Karen Eppley Bedford/ Everett Area School District Transition Coordinator

I thought this was a great start to the conversation of teaching financial literacy and having outside perspectives who are not in education on what students need to know abut financial literacy - Kelsey Poole Curriculum Specialists The Academy Schools

We are pleased to participate in an event that teaches teachers how to include personal finance in their classroom.  The CrossState Credit Union Foundation is here to help local schools and other organizations form partnerships with credit unions to help deliver this critical information to students as well as others in the community - Michael Wishnow Senior Vice PresidentMarketing and Communication

 

The Event was recorded please view and enjoy!

https://sru.zoom.us/rec/share/IFaXnIngxnXwrr287nlpfmfnOS2scFEJxlYl4oEmSrirazfac5YzCLHD43xe2efO.PzxFJb1SNeZQLcTF

 

Agenda

Preparing Students for the World after High School

Topic: Teaching Financial Literacy K-12

April 15, 2021

8:35—11:00 AM

Hosted by Slippery Rock University College of Education

8:35—8:45 Sign in

8:45—8:55 Welcome: Dr. Keith Dils Dean College of Education

8:55—9:20   Michael Wishnow, Senior Vice President, Marketing & Communication CrossState Credit Union Association

Integrating Personal Finance Into Your School

9:20—9:45 Michael Krisuk, Financial Planner with Ameriprise

Balancing Life Today and Dreams for Tomorrow

9:45—10:10 Michael Vatter, CEO First Choice Federal Credit Union

Practicality has Practically (and Predictably) Lost

10:10—10:15 Announcements

10:15—10:55 ALL STAR PANEL

Amy Davis/Michael Wishnow/Michael Krisuk/Michael Vatter

Moderator/ Dr. Wayde Killmeyer

10:55    Wrap up     Send Evaluation form to hhevents@zoominternet.net

Request Act 48 at the same email address

 

Resources

Financial Literacy resources padlet - https://padlet.com/amydavis7/finlitresources

Career Ready PA Coalition – www.aiu3.net/pacareerready

Allegheny Intermediate Unit
475 East Waterfront Drive, Homestead, PA 15120
412-394-4193 (office)

Midwestern Intermediate Unit 4 www.miu4.org

Michael Krisuk - Financial Advisor in Hermitage, PA | Ameriprise Financial (ameripriseadvisors.com)

Slippery Rock University College of Education Dean  Keith.Dils@sru.edu

Michael Wishnow, Senior Vice President, Marketing and Communications, CrossState Credit Union Association, 717-839-2213

 

Thank you Slippery Rock University College of Education for hosting

Thank you CrossState Credit Union Association for your support

Thank you Ameriprise for your support

Thank you First Choice Federal Credit Union for your support

Thank you to all presenters and members of the ALL STAR panel

Thank you Dr. Wayde Killmeyer for moderating

Thank you Dr. Keith Dils for technical assistance

Thank you David Hunt for technical assistance

Thank you to all participants for attending

Happy Trails to You--Herb