April was a bustling month for financial literacy activities at the Roundtable. Our Financial Literacy Calendar boosted a total of 141 events in 29 states with the participation of 27 Roundtable member companies. In Washington, the Roundtable sponsored an annual favorite, the Jump$tart Coalition Dinner, honoring strides in financial literacy and some remarkable students who are [...]
Judy Chapa, Roundtable Vice President of Community Services and Financial Literacy, recently spoke to renowned financial literacy expert, Terry Savage on the importance of financial literacy on Capitol Hill. //
On Wednesday, April 25th the Roundtable will host its inaugural “Soup and Sandwich with a Regulator”, an opportunity for Roundtable members to discuss key topics with industry regulators. The first guest speaker in this monthly series will be Kurt Wilhelm, Director of the Financial Markets Group at the Office of the Comptroller of the Currency. We sat down quick with Kurt [...]
The best gauge of a program’s effectiveness is what the people who participate say about it. In the case of Fifth Third Bank’s sponsorship of Dave Ramsey’s Foundations in Personal Finance curriculum, all the news is good news. Here’s what teachers have said to us about the program: “Many students have a misconception that money [...]
Discover Financial Services recently invested $10 million over the next five years into their Pathway to Financial Success program. The money will go towards implementing financial education into public high schools with a goal of reaching 500,000 students nationwide. The outreach will undoubtedly also touch thousands of classrooms too. Discover has made their devotion to securing a financial future through [...]
Visa shows how understanding and applying financial literacy is all in the interpretation when they traveled to South Africa. Learn more about Currency of Progress program here: http://currencyofprogress.visa.com/ //
In March, the Roundtable was the proud recipient of a 2010-2011 President’s Volunteer Service Award. The award, originally created in 2003, recognizes the valuable contributions volunteers make in the communities and encourages more people to serve. Judy Chapa, Vice President for Community Service, was on hand to receive the award. “Our companies are active members [...]
The Financial Services Roundtable established a college scholarship in 2011 to honor students who successfully completed a certified financial education course, or a financial literacy course offered by a Roundtable member company or a Roundtable community service Partner, before entering college. This year, we’ll award 17 scholarships, and you could be one of the winners!! [...]
The video below highlights some of Union Bank’s activities during 2011 with several Boys & Girls Clubs in Southern California. //
The Financial Services Roundtable in partnership with the Financial Services Institute and the Retirement Security Coalition has released a report on retirement savings, “Saving Early: The Road to a Secure Retirement.” The paper reports on the promotion of retirement savings and programs conducted by 20 different financial services companies to help consumers and clients save [...]
