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 Edgewood College Madison WI Credit & Money Week
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
Monday, August 2, 2004 8:00 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 1:00 p.m. National Endowment for Financial Education (NEFE) Curriculum Pat Ludemann Family Living Coordinator University of Wisconsin Extension Dane County 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 Edgewood College
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
2:00 p.m. Money and Credit: The Role of The Federal Reserve Bank Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 3:00 p.m. - Break 3:15 p.m. The Name Game: A Human Capital Simulation Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 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)
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
Tuesday, August 3, 2004 7:00 a.m. - Breakfast for Residents 8:00 a.m. Monday's Review Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 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) Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 9:30 a.m. – Break 1:00 p.m. FICO Credit Scoring Victor Wykoff Fair Isaac Corp 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) Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 10:45 a.m. The FedChallenge Mary Halweg & Sauk Prairie High School FedChallenge team (Best New Team and 2nd place in Chicago District) Business Education Instructor Sauk Prairie High School 11:45 p.m. – Lunch
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
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
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
Wednesday, August 4, 2004 7:00 a.m. - Breakfast for Residents 8:00 a.m. Tuesday's Review Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 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 Thomas Haag President & Chief Executive Officer State Collection Service 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)
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
Thursday, August 5, 2004 6:30 a.m. Departure for Chicago 7:30 a.m. Evolution of Financial Instruments Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 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 Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 2:30 p.m. Chicago Bus Tour Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 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
Wisconsin Institute for Financial & Economic Education Credit & Money Week 2004 Program Schedule
August, Friday 6, 2004 7:00 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 Prof. Bill Duddleston Director, Edgewood College Economic Education Center Edgewood College 10:00 a.m. - Break 11:45 a.m. - Luncheon & Closing Ceremonies 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
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 53708-8041 (608) 267-1713 FAX (608) 264-7979