edgewood college madison

Document Sample
edgewood college madison Powered By Docstoc
					       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.                                    10:00 a.m.
                                             The Wisconsin Economy: A Report
Registration & Continental Breakfast         Card

Welcome                                      Dr. David Ward
                                             President & Founder
David Mancl                                  NorthStar Economics, Inc.
Chair
WI Jumpstart Coalition                       11:00 a.m.
Director                                     ID Theft
Office of Financial Literacy
WI Department of Financial Institutions      Cheryl McCollum
                                             Director, Communications/Public
William Wilcox                               Affairs
Treasurer                                    WI Bankers Association
WI Jumpstart Coalition
President                                    12:00 p.m.
CBM Credit Education Foundation, Inc.        Lunch
                                             Washburn Heritage Room
Keynote Speaker                              Regina Hall

Dan Iannicola, Jr.                           Financial Education Certification
Deputy Assistant Secretary for Financial     Program
Education
US Dept of the Treasury, Office of           Dr. Ray Schultz
Financial Education                          Associate Dean For Graduate Programs
                                             Edgewood College
Group Photo
                                             1:00 p.m.
9:30 a.m.                                    National Endowment for Financial
Pre-Assessment Test                          Education (NEFE) Curriculum

Teresa Walker                                Pat Ludemann
Office of Financial Literacy                 Family Living Coordinator
WI Dept of Financial Institutions            University of Wisconsin Extension Dane
                                             County
         Wisconsin Institute for Financial & Economic Education
                       Credit & Money Week 2004
                            Program Schedule

2:00 p.m.                             3:15 p.m.
Money and Credit: The Role of The     The Name Game: A Human Capital
Federal Reserve Bank                  Simulation

Prof. Bill Duddleston                 Prof. Bill Duddleston
Director, Edgewood College Economic   Director, Edgewood College Economic
Education Center                      Education Center
Edgewood College                      Edgewood College

3:00 p.m. - Break                     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         9:45 a.m.
                                            moneySKILL – An Interactive
8:00 a.m.                                   Program (Group B)
Monday's Review
                                            Dr. Lewis Mandell
Prof. Bill Duddleston                       Professor of Finance
Director, Edgewood College Economic         State University of New York-Syracuse
Education Center
Edgewood College                            9:45 a.m.
                                            Inflation, Interest Rates & Financial
8:30 a.m.                                   Decision Making:
moneySKILL - An Interactive                 Short- and Long-Term Interest Rates
Program (Group A)                           (Group A)

Dr. Lewis Mandell                           Prof. Bill Duddleston
Professor of Finance                        Director, Edgewood College Economic
State University of New York-Syracuse       Education Center
                                            Edgewood College
8:30 a.m.
Inflation, Interest Rates & Financial       10:45 a.m.
Decision Making:                            The FedChallenge
Short- and Long-Term Interest Rates
(Group B)                                   Mary Halweg & Sauk Prairie High
                                            School FedChallenge team (Best New
Prof. Bill Duddleston                       Team and 2nd place in Chicago District)
Director, Edgewood College Economic         Business Education Instructor
Education Center                            Sauk Prairie High School
Edgewood College
                                            11:45 p.m. – Lunch
9:30 a.m. – Break
                                            1:00 p.m.
                                            FICO Credit Scoring

                                            Victor Wykoff
                                            Fair Isaac Corp
         Wisconsin Institute for Financial & Economic Education
                       Credit & Money Week 2004
                            Program Schedule

2:00 p.m.                               3:00 p.m. – Break
The Urge to Splurge & Consumer
Credit, Part I: Panel
                                        3:15 p.m.
William Wilcox, Moderator               The Urge to Splurge & Consumer
President                               Credit, Part II: Panel
CBM Credit Education Foundation, Inc.
                                        5:15 p.m. – Dinner
Colleen Johnson
Vice President & Branch Manager         6:30 p.m.
M&I Bank-Hilldale                       Consumer Rights, Fraud & Consumer
                                        Protection
Douglas Timmerman                       (Location to be announced)
Chairman, President & Chief Executive
Officer                                 Michael Lawton
Anchor Bank                             Compliance Officer
                                        Office of Consumer Affairs, WI
James Sheahan                           Department of Financial Institutions
Operations Manager
Metavante Corp
          Wisconsin Institute for Financial & Economic Education
                        Credit & Money Week 2004
                             Program Schedule

                             Wednesday, August 4, 2004

7:00 a.m. - Breakfast for Residents         12:15 p.m. - Lunch
                                            Washburn Heritage Room
8:00 a.m.                                   Regina Hall
Tuesday's Review
                                            First Lady Jessica Doyle
Prof. Bill Duddleston                       State of Wisconsin
Director, Edgewood College Economic
Education Center                            1:15 p.m.
Edgewood College                            Budgeting in the Real World

8:05 a.m.                                   Catherine Williams
ReFiring Your Personal Finance              Vice President of Education
Classrooms                                  Money Management International

James Flora                                 2:30 p.m. – Break
High School Social Studies & College
Economics Educator                          2:45 p.m.
New Holstein High School                    Credit Reporting

                                            Sue Engelbart
Sharon Strom                                Area Manager
Family & Consumer Education                 CSC Credit Services
Consultant
DPI State Financial Literacy Coordinator    4:30 p.m.
WI Department of Public Instruction         Capitate Your Kids

10:00 a.m. - Break                          Dr. John Whitcomb
                                            Author & Doctor of Medicine
10:15 a.m.                                  Capitate Your Kids: The Sink or Swim
The Social Psychology of Credit             Money Program

William Wilcox                              5:30 p.m. - Dinner
President
CBM Credit Education Foundation, Inc.       Wednesday Evening
                                            Concerts on the Square (optional)
11:15 a.m.
The Hidden Cost of Buying Now &
Paying Later

Thomas Haag
President & Chief Executive Officer
State Collection Service
         Wisconsin Institute for Financial & Economic Education
                       Credit & Money Week 2004
                            Program Schedule

                             Thursday, August 5, 2004

6:30 a.m.                                   2:30 p.m.
Departure for Chicago                       Chicago Architectural Boat Tour

7:30 a.m.                                   Prof. Bill Duddleston
Evolution of Financial Instruments          Director, Edgewood College Economic
                                            Education Center
Prof. Bill Duddleston                       Edgewood College
Director, Edgewood College Economic
Education Center                            2:30 p.m.
Edgewood College                            Chicago Bus Tour

9:00 a.m.                                   Prof. Bill Duddleston
Tour of the Chicago Board of Trade          Director, Edgewood College Economic
                                            Education Center
10:30 a.m.                                  Edgewood College
Inside the Federal Reserve
                                            4:15 p.m.
Tim Schilling & Jerry Nelson                Departure for Madison
Federal Reserve Bank of Chicago

12:30 p.m. - 1:45 p.m.                      4:15 p.m.
Lunch - The Historic Berghoff's             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             10:15 a.m.
                                                Consumer Economics Teaching Guide
8:00 a.m.
Practical Money Skills for Life                 Sharon Strom
                                                Family & Consumer Education
Lisa Gallimore Withers                          Consultant & DPI State Financial
Practical MoneySkills Trainer                   Literacy Coordinator
VISA USA                                        WI Department of Public Instruction

9:40 a.m.                                       10:45 a.m.
Financial Fitness for Life and                  Post Test & Discussion
Summary of Lesson Plans
                                                Dr. Michael Gutter
Prof. Bill Duddleston                           Assistant Professor and CFPTM
Director, Edgewood College Economic             Program Director for the Department of
Education Center                                Consumer Science, in the School of
Edgewood College                                Human Ecology
                                                University of Wisconsin-Madison
10:00 a.m. - Break
                                                11:45 a.m. - Luncheon & Closing
                                                Ceremonies
             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                              Wisconsin Credit Union League
           Economics Wisconsin                             Wisconsin Department of Public Instruction
      Federal Reserve Bank of Chicago                     Wisconsin Chamber of Commerce Foundation, Inc.
       Wisconsin Bankers Association                                           Help Ministries



                                              Educator Sponsors




      Advantage Credit Union, Onalaska                      Lakeland Area Credit Union Chapter, Fond du Lac
         AM Community Credit Union                        New Hampshire Jump$tart Coalition, Hillsborough, NH
    CBM Credit Education Foundation, Inc.                                Oakdale Credit Union
CBR Foundation for Financial Education, Racine                       Park City Credit Union, Merrill
   Community First Credit Union, Appleton                           Pioneer Credit Union, Green Bay
        CUNA Credit Union, Madison                                  Ripco Credit Union, Rhinelander
                 CUNA Mutual                                      Wauwatosa Credit Union, Wauwatosa
        Educators Credit Union, Racine                           Wauwatosa Savings Bank, Wauwatosa
        First Community Bank, Milton                                  Westby Co-op Credit Union
         First Credit Union, Oak Creek                      Wisconsin Credit Union League-Madison Chapter
Horizon Credit Union, Green Bay/Ashwaubenon

                 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

				
DOCUMENT INFO
Shared By:
Categories:
Stats:
views:244
posted:12/8/2008
language:English
pages:9