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Financial Literacy Update - November/December 2013
The Office of the Comptroller of the Currency (OCC)'s Financial Literacy Update is a bimonthly e-newsletter that reports financial literacy events, initiatives, and related resources of the OCC and other government agencies and organizations.
Financial Literacy Update provides brief descriptions and Web links for events in chronological order. It lists initiatives and resources (with Web links) in alphabetical order. We welcome your feedback.
EventsThe Good, The Bad and the Ugly Contest
November 18 - 28, 2013
The University of Arizona, the Take Charge America Institute, and Consumer Jungle are sponsoring this contest for people ages 12 to 25 to submit essays about managing their money. Winners receive Amazon gift cards.
HOPE Global Dignity Summit in Atlanta
November 13–14, 2013 (Atlanta, Ga.)
Operation HOPE hosts this gathering of corporate, government, and community leaders from around the world to discuss options for accelerating the economic recovery and empowering underserved communities.
Opportunities and Challenges in Low- to Moderate-Income Communities: A Trialogue among Stakeholders
November 13, 2013 (Atlanta, Ga.)
The Federal Reserve Bank of Atlanta invites representatives of financial institutions, regulatory agencies, and social advocacy groups to discuss housing finance, small business lending, financial services and other issues affecting low- to-moderate-income communities. Notable speakers include: Dennis Lockhart, president and chief executive, Federal Reserve Bank of Atlanta; Thomas Hoenig, vice chairman, Federal Deposit Insurance Corporation; Paul Nash, senior deputy comptroller and chief of staff, Office of the Comptroller of the Currency; John Hope Bryant, founder and chief executive officer, Operation HOPE; Joseph Brannen, president and chief executive, Georgia Bankers Association.
Professional Development Events in Arkansas, Kentucky, and Missouri
The Federal Reserve Bank of St. Louis offers these professional development events for teachers.
Teacher Workshops in Southeastern U.S.
November 2013–January 2014
The Federal Reserve Bank of Atlanta sponsors numerous teacher workshops and events in Alabama, Florida, Georgia, Louisiana, Mississippi, and Tennessee.
KC MOST Teacher Workshops in Kansas City
November 2013–April 2014 (Kansas City, Mo.)
The Federal Reserve Bank of Kansas City is offering these monthly workshops to help teachers gain a deeper knowledge of key economic and personal finance concepts and receive state-curriculum-based lessons and resources tied to those concepts.
Lights, Camera, Save! National Video Contest for Teens
November 2013 (Nationwide)
The American Bankers Association Community Engagement Foundation sponsors this video contest for banks to engage teenagers to educate themselves and their peers about smart money management. Contestants develop a short video to illustrate the value of saving to further their dreams. The grand prize winner receives $5,000.
Financial Education in Oklahoma Conference
November 6, 2013 (Oklahoma City, Okla.)
The Oklahoma Jump$tart Coalition sponsors this financial literacy conference.
Conversation with the Chairman: A Teacher Town Hall Meeting
November 13, 2013 (Nationwide)
The Board of Governors of the Federal Reserve Bank is sponsoring this question-and-answer session videoconference with Federal Reserve Chairman Ben Bernanke. Regional Federal Reserve Banks invite teachers to participate in the town hall and professional development programs by gathering in their local offices. To attend, teachers must register with their regional Federal Reserve Bank.
Asset Builders Money Conference in Racine
November 16, 2013 (Racine, Wis.)
Asset Builders sponsors this conference for adults and youth.
30th Annual Research and Training Symposium in South Carolina
November 20–22, 2013 (Greenville, S.C.)
The Association for Financial Counseling and Planning Education (AFCPE) hosts this conference dedicated to educating, training, and certifying financial educators and counselors.
7th Annual Financial Literacy Symposium in New Jersey
December 5, 2013 (Mercerville, N.J.)
The New Jersey Coalition for Financial Education hosts this financial literacy conference.
9th Annual Educator Conference in Detroit
December 11, 2013 (Detroit, Mich.)
The Michigan Jump$tart Coalition sponsors this financial education conference.
Forum on Financial Literacy in New Hampshire
February 11, 2014 (Concord, N.H.)
The New Hampshire Jump$tart Coalition sponsors this “Financial Literacy Conference of NH Workers and Families.” Attendees will learn about the impact of financial stress on New Hampshire employees and discuss how financial education can positively affect the workplace and the next generation of workers.
America Saves Week
February 24–March 1, 2014 (Nationwide)
The Consumer Federation of America, the American Savings Education Council (ASEC), and America Saves host the annual America Saves Week. The goal is to encourage people, particularly lower-income families, to save money and build wealth. The event offers information and advice on paying down debt, building an emergency fund, and saving for a home, education, and retirement.
Annual Conference on Financial Education in New Orleans
April 9–11, 2014 (New Orleans, La.)
The Institute for Financial Literacy hosts its Annual Conference on Financial Education. The conference offers professional development and networking opportunities for those involved in financial literacy education. Participants learn about current trends, best practices, and ways to promote financial education.
New Remittance Rules
AARP and the U.S. Small Business Administration host webinars and publish previous webinars as part of a series to educate people who want to start a business or expand an existing one.
The Federal Reserve and You
The Federal Reserve of Philadelphia offers this curriculum on the purpose, function, and history of the Federal Reserve System.
The Actuarial Foundation offers Financial Smarts: An Annuity Primer, Fall 2013, a newsletter with information on important consumer topics such as retirement planning, insurance, saving, investing, and other financial challenges people face.
FTC Financial Educator Web Resource
The Federal Trade Commission (FTC) offers this consumer information Web site for financial educators.
Game Theory Academy’s Lesson Plans
The Game Theory Academy offers free financial literacy lesson plans and case studies aimed at high school students grappling with financial or risk decisions and learning to budget. Case studies written by teenagers about their life experiences come with teacher’s notes, questions, and in-depth activity sheets.
Hands on Banking
Wells Fargo offers this free Web site with basic money management information, tools, and skills for individuals and instructors. The Web site is also available in Spanish.
The U.S. Department of the Treasury has redesigned MyMoney.gov, a “one-stop shop” for Americans looking to find financial education information and resources from across the federal government. The Web site highlights MyMoney Five, a research clearinghouse with information and games focused on youths.
OCC Financial Literacy Resource Directory
The Office of the Comptroller of the Currency’s new search function for its Financial Literacy Resource Directory enables more efficient information searches within the directory.
Ponzimonium: How Scam Artists Are Ripping off America
The U.S. Commodities Futures Trading Commission offers this resource as a free e-book from the U.S. Government Bookstore and other major e-book providers.
Money Matters on Campus
EverFi and Higher One released the findings of a survey of 40,000 first-year college students from across the U.S. about student attitudes and behaviors regarding banking, savings, credit cards, and school loans.
The Federal Deposit Insurance Corporation’s Money Smart News is a quarterly newsletter offering financial educators timely and relevant tips. Each edition highlights a success story about how Money Smart is used in the community to provide ideas for educators, financial educators, and others involved in supporting financial education efforts.