Workshops

Click on the title of the workshop to expand and collapse the description.



Workshop 1 (Choose one to attend on Thursday @ 10:00)

Tips of the Trade Presented by: Mike Scheuermann, CPA
The chairman of the Iowa Society of CPAs newly created Financial Literary Task Force will present a simple practical financial model which he uses to help clients and himself make real life financial decisions. Includes tips from 20 years of real life successes and mistakes.

Using the FDIC MoneySmart Curriculum Presented by: Elizabeth List, FDIC
The FDIC’s Money Smart curriculum is a comprehensive, yet basic curriculum designed to reach youth and adults with little or no experience with the banking system. The curriculum includes information on a variety of topics including types of bank accounts, how to budget, balance your checkbook, advantages of leasing versus lending, building a credit history, taking advantage of tax credits, knowing your banking rights, and buying a home. Schools across the nation are using Money Smart as a tool to teach financial awareness to school aged children and youth, and encourage them to develop mainstream banking relationships. This session will include an overview of Money Smart and discussion of partnerships between schools and financial institutions.

Retiring with IPERS Presented by: Ronda Onken, Senior Retirement Benefit Officer, IPERS
This presentation provides a brief overview of a defined benefit plan vs. a defined contribution plan. An explanation of how benefits are calculated, why a service purchase may let you retire early, and a description of the six retirement benefit options.

Workshop 2 (Choose one to attend on Thursday @ 11:00)

Mapping Your Future Presented by: Natalee Girardi, Iowa College Student Aid Commission
Review of Mapping Your Future’s web-site which provides free information and services for students and families as they consider college, financial aid, careers, and financial literacy options. Also during this session, there will be a demo of Mapping Your Future’s Show Me the Future which is a financial literacy and life skills game, designed to help 12-20 year olds prepare for their futures. This game allows players to make "real" world decisions and learn from the consequences of their decisions.

Curriculum Tips from Arizona Presented by: Kathy Paul, North Kossuth High School
Learn about a free curriculum and active learning tools to effectively teach family economics and finance. The ‘Let’s Play with Money’ game show host will lead you through Financial Facts Feud, Jenga, M-O-N-E-Y, Dominoes, “Who Wants To Be A Millionaire” and other games that can be used in the classroom. There are also children’s books and activities about finances. The Lexile level for each book has been identified.

Math Behind the Market Presented by: Lois A. McElroy Lindell, Assistant Director, Center for Economic Education, University of Northern Iowa
This session will offer a preview of the newest materials for teaching Mathematics with the Stock Market Game™ Program. The session will use activities from both middle school (grades 5-8) and high school (9-12) levels with an emphasis on using mathematics for problem solving. No previous experience with the Stock Market Game Program is needed.

Workshop 3 (Choose one to attend on Thursday @ 2:00)

Make Your Job Easier: NEFE Curriculum, Part I Presented by: Mary Beth Kaufman, Family Resource Management Specialist, Iowa State University Extension
Why start from scratch? Join us for an adventure experience that includes a journey through the FREE 2007 updated NEFE High School Financial Planning Program curriculum and their website which offers a wealth of FREE support materials, online training, online calculators, games, polls and real-life learning exercises for students and parents.

Financial Literacy for High School Students: What One Teacher Can Do Presented by: Heather Norris and Erick Danielson, Iowa Student Loan College Planning Center
Financial success is a vital part of a students overall success, which is why the Iowa Student Loan College Access Network (ICAN) works with high school educators to empower students to make sound financial decisions during high school and beyond. This session will demonstrate a number of free resources that are available to help you educate students on topics related to personal finance management. These resources include presentation services, brochures, class activities and online, interactive tools that you can use as part of your financial literacy education efforts.

Workshop 4 (Choose one to attend on Thursday @ 3:00)

Make Your Job Easier: NEFE Curriculum, Part II Presented by: Mary Beth Kaufman, Family Resource Management Specialist, Iowa State University Extension
Why start from scratch? Join us for an adventure experience that includes a journey through the FREE 2007 updated NEFE High School Financial Planning Program curriculum and their website which offers a wealth of FREE support materials, online training, online calculators, games, polls and real-life learning exercises for students and parents.

I Want It Fast, I Want It Easy! Presented by: Antoinette Pauley, Wells Fargo
This session will describe and address some of the financial challenges and expectations faced by our youth today and some practical approaches that can be adopted to help youth become more financially capable.

Workshop 5 (Choose one to attend on Friday @ 9:30)

Using the MoneySkill Curriculum, Part I Presented by: David Casserly, American Financial Services Association
MoneySKILL, a free online curriculum, teaches personal finance concepts on income, expenses, assets, liabilities, and risk management. This workshop will familiarize teachers with the curriculum, the registration process for teachers, classes and students, and the electronic grade book that continuously keeps track of the students' progress.

Spending and Credit Presented by: Tom Coates, Consumer Credit of Des Moines
Mr. Average American buys what he has access to buy, spends more than he makes, borrows to pay off credit debt, saves no money, and thinks he is doing ok financially! Since perception determines practice, we must provide our youth with a reality check concerning finances so they view the process differently than the average American.

How Loans Get Approved Presented by: Karolyn Wells, EdCo Community Credit Union
Ever wondered how loan applications are reviewed and processed? Do you get sweaty palms at the thought of meeting with loan interviewers? This presentation takes the attendee through loan application processing steps and ends with a test case loan application where attendees can try their hand at being a loan officer and making loan decisions.

Workshop 6 (Choose one to attend on Friday @ 10:30)

MoneySkill Curriculum, Part II Presented by: David Casserly, American Financial Services Association
MoneySKILL, a free online curriculum, teaches personal finance concepts on income, expenses, assets, liabilities, and risk management. This workshop will familiarize teachers with the curriculum, the registration process for teachers, classes and students, and the electronic grade book that continuously keeps track of the students' progress.

Hands on Banking Presented by: Kimberline Ingram, Wells Fargo
This session will present the benefits and easy use of the Wells Fargo designed Hands-On Banking curriculum and the opportunities to present Hands-On Banking to students, groups and individuals in a non-threatening, non evasive and comprehensive approach.

On-Line Sexual Predators-What You Should Know Presented by: Mike Ferjak, Iowa Department of Justice
1 in 11 youths ages 10-17 were harassed or threatened on line last year. 1 in 7 children in that same age range were sexually solicited on line last year, 1 in 33 were actively pursued by someone they first met on line. The ICAC Task Force mission is to safeguard our children from Internet sexual predators through a program of community education, aggressive investigation, and effective prosecution.