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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Youth Financial Education Roundtable

Join us the for this workshop exploring how we can make an even greater impact on financial education in our schools.

Aug 22, 2019 09:00 AM   -­­  Aug 22, 2019 01:15 PM

601 N. Michigan Ave.

Stevens Point

For More Information



Type of Event
In Person

Who Should Attend
  • Operations
  • Advocacy
  • Human Resources
  • YP Network
  • Marketing
  • Leadership
  • In Person
  • Feature
  • Executive


Download the Agenda >>


Continental Breakfast

8:30 am

Add It Up! Partnerships + Community + Schools = Success

9:00 am – 10:00 am

Dave Thomas, Business & Information Technology Education Consultant | Wisconsin Future Business Leaders of America State Adviser | Wisconsin Department of Public Instruction

Wisconsin credit unions have a historically strong role with school financial literacy initiatives specifically working in various regions of the state. Kick up your initiatives by exploring some best practices that highlight success stories. We’ll collaborate on opportunities to provide consistent high quality educational experiences across all Wisconsin communities. Wisconsin schools continue a national trend on having a greater focus on financial literacy so let’s talk partnership opportunities, community engagement, and strategies to build or enhance your relationship with our Wisconsin schools.

Learning objectives: 

  • Review a brief history of financial literacy in Wisconsin
  • Identify the state statutes that have laid the foundation for financial literacy initiatives
  • Learn more about how financial literacy is connected to school programs related to:
    • Academic and career planning
    • Academic standards
    • WISELearn
    • Career and technical student organizations such as Future Business Leaders of America

How to Drive Real Results in Financial Education

10:00 am – 11:00 am

Max Ungar, Account Executive, Financial Education | Everfi
Ian Barber, Sr. Account Executive, Financial Education | Everfi

It is difficult to know exactly how to implement, maintain and scale an effective financial education program.

For many credit unions, financial education starts in the schools. Successfully managing a financial life requires more than financial knowledge. Attitudes, habits and confidence all influence financial well-being. Good financial education should address not just the facts, but also the context, values and challenges that live alongside those facts. 

Learning Objectives

  • Learn how credit unions can drive real impact and results in their financial education programs for students and adults 
  • Identify ways to scale your financial education reach without burdening your staff
  • Discover how technology plays a pivotal role in any successful financial education program


11:00 am – 11:15 am

Best Practices in Providing Financial Education

11:15 am – 12:15 pm

Richard Entenmann, Executive Director | Asset Builders 
Mari Stein, Regional Director & Tracy Cinealis, VP of Program Partnerships | Junior Achievement 
Ashley Landwehr, Organizational Trainer | Simplicity Credit Union

Hear from experts and peers on how they are making an impact within their communities and elevating financial wellness.

Networking Lunch

12:15 - 1:15 pm


1:15 pm




Dave Thomas | Business & Information Technology Education Consultant/Wisconsin Future Business Leaders of America State Adviser, Wisconsin Department of Public Instruction

Dave has been a member of the State Career and Technical Education Team since May 2012. In his role with the Department of Public Instruction, he stewarded the development of the CTE standards for Business and IT, serves as the Wisconsin State Adviser for FBLA and is now President-Elect for National Association of Supervisors of Business Education. In addition, Dave is a founding member of the Wisconsin Coalition for Business, Financial and Economic Literacy and is currently directly involved in the revision of Personal Financial Literacy academic standards in collaboration with the Department of Financial Literacy.

Max Ungar, Account Executive, Financial Education | Everfi
Ian Barber, Sr. Account Executive, Financial Education | Everfi

Max Ungar and Ian Barber have been working with financial institutions in Wisconsin and throughout the Midwest for nearly a decade to bring financial education technology to their communities and consumers at scale. Our mission at EVERFI is to drive lasting, large-scale change to the financial capability of learners of all ages. We help credit unions make a transformative impact on the livelihoods of their communities, consumers, and employees through online education, data and services.


Holiday Inn Hotel & Convention Center
1001 Amber Avenue
Stevens Point, WI 54482
p: (715) 344-0200
Rate: $124.00, plus taxes
Room block expires: July 22, 2019