THE ONTARIO LI BERAL PLAN 2 011-2015

Dick Wheeler

Description

• cours - matière potentielle : graduation rate

THE ONTARIO LIBERAL PLAN 2011-2015

• model of the kind of leadership from the top
• uncertain times
• kind of economy
• world for literacy
• strong economy
• brighter future
• jobs
• global economy
• world
• education

Sujets

• Barber
• Ontario
• United Nations
• North America
• United States
• Global
• Literacy

Informations

• Publié par: choil
• Nombre de lectures: 26

Extrait

December21,2011

ForImmediateRelease

Contact:CullenWerwie,608‐267‐7303

DepartmentofFinancialInstitutions

DavidMancl,OfficeofFinancialLiteracy

Phone:608‐261‐9540 GeorgeAlthoff,CommunicationsDirector

Phone:608‐261‐4504

Governor’sCouncilonFinancialLiteracyAnnouncesAwardRecipients

MADISON–TheGovernor’sCouncilonFinancialLiteracytodayannouncedtherecipientsofthe2011 WisconsinFinancialLiteracyAward.Thewinnersarerecognizedfortheirworktoadvancethecauseof personalfinancialknowledgeamongWisconsincitizens.

“TherecipientsoftheWisconsinFinancialLiteracyAwardarehelpingWisconsinitesofallagesimprove theirpersonalfinanceskillsinourschools,intheworkplaceandincommunitiesacrossthestate,” GovernorScottWalkersaid.“Thesecitizenleadersequipstudents,parents,peersandconsumerswith thenecessarytoolstomakeinformeddecisionsabouttheirownmoney,whichimprovesindividual qualityoflife,aswellastheWisconsineconomy.”

Therecipientswereselectedfrom45nominationssubmittedforconsideration.Criteriausedinthe screeningprocessincludedinnovativeimplementation,demonstratedmeasureableresults, collaborationwithpartners,whethertheeffortwasstatewideorhadthepotentialtobestatewide,and whethertheeffortwasfocusedonneeds‐basedgroups.

“Manyoftheseeffortscanbereplicatedinotherpartsofthestate,”GovernorWalkersaid.“The Governor’sCouncilonFinancialLiteracyiseagertohelpfacilitatetheimplementationofpersonal financialliteracyprogramsinschooldistrictsandcommunitiesthroughoutWisconsin.”

Individualsreceivingthe2011WisconsinFinancialLiteracyAward:

∙SaraBurlingandLisaKiefer,teachersintheMenomoneeFallsSchoolDistrict

∙SarahCampbell,ateacheratWisconsinDellsHighSchool

∙AnnaD’Amelio,DavidKruchten,MaryLehrerandDavidThoms,teachersintheMadison MetropolitanSchoolDistrict

∙SusanFuszard,anemployeeoftheWisconsinDepartmentofTransportation

∙JenniferGuenther,ateacherintheRubiconJoint6SchoolDistrict

∙Dr.ScottNiederjohn,professoratLakelandCollegeinSheboygan,andDr.MarkSchug, professoremeritusatUW‐Milwaukee

∙WilmerPeters,financialliteracyproponentwithNorthwoodsNiiJiiEnterpriseCommunityInc.in Menominee/Keshena/LacduFlambeau

∙LaurelScherer,ateacheratAntigoMiddleSchool

∙SheilaSiegel,anemployeeoftheInternalRevenueService,basedinMilwaukee

Organizationsreceivingthe2011WisconsinFinancialLiteracyAward:

∙AppletonAreaSchoolDistrict

∙AssetBuildersofAmericaInc.ofMadison

∙BrewersCommunityFoundationofMilwaukee

TM ∙InvestorEducationinYourWorkplace

∙JuniorAchievementofWisconsinInc.ofMilwaukee

∙MoneyMissionLLCofBrookfield

∙UWCreditUnionofMadison

∙WisconsinDepartmentofCorrections

TheGovernor’sCouncilonFinancialLiteracywascreatedbyExecutiveOrder#24andhelditsinaugural meetinginApril.ThemissionoftheCouncilistomeasurablyimprovethefinancialliteracyofWisconsin citizens.

TheCouncilischairedbyWilliamE.Wilcox,MCE,presidentofCBMCreditEducationFoundationInc.of Madison.Co‐vicechairsareTedNickel,commissioneroftheOfficeoftheCommissionerofInsurance, andPeterBildsten,secretaryoftheDepartmentofFinancialInstitutions(DFI).DavidMancl,directorof DFI’sOfficeofFinancialLiteracy,isexecutivedirectoroftheCouncil.Manclmaybecontactedbye‐mail, [e-mail]608‐261‐9540.

Moreinformationabouttherecipients’financialliteracyeffortscanbebelow:

Individualwinnersof2011WisconsinFinancialLiteracyAwards

PresentedbytheGovernor’sCouncilonFinancialLiteracy

SaraBurlingandLisaKiefer

MenomoneeFallsSchoolDistrict

TeachersSaraBurlingandSaraKiefercreatedaprogramcalledTaxDaytogivehighschoolbusiness studentstheopportunitytoapplywhattheylearnedintheclassroominareal‐lifesetting.Inpersonal financeandbusinesseducationcourses,studentslearnedhowtoprepareincometaxreturns.Theyalso attendedtrainingsessionsbeforeandafterschooltocompleteadditionalcasestudiesinpreparingtax returnsandtodiscussconfidentialityissues.AlumniCPAswererecruitedtoparticipateinTaxDay,which washeldFeb.15,2011.Businessstudentsservedas“taxadvisers”and,withtheassistanceoftheCPAs, helpedtheirpeerscompletetheirindividualtaxreturnforms.

TaxDaywasahugesuccessandwillberepeatedinFebruary2012.Theprojectalsohelpedtheschool’s BusinessDepartmentforgeastrongrelationshipwiththealumniCPAs,manyofwhomhaveindicated theyareinterestedinparticipatinginotherprojectsundertakenbythedepartment.

SarahCampbell

WisconsinDellsHighSchool

SarahCampbelltookaholisticapproachinre‐creatingthenine‐weekpersonalfinancecourserequired forgraduationfromWisconsinDellsHighSchool.Sheimplementedpiecesintoeachunitinthe curriculumtoaddressherstudentsasindividuals,withuniquevalues,experiences,resourcesandgoals. Ms.Campbell’smethodsdrawonthisindividualitytocomplementthecontenttaughtthroughthe WisconsinModelAcademicStandardsinPersonalFinancialLiteracy.Thiscomprehensiveapproachto financialliteracythroughcreationofindividualmeaningprepareshighschoolstudentstobesuccessful, independentmembersofsociety.

Ms.Campbell’seffortshavebeenevaluatedthroughpre‐andpost‐testingshowingstudentgrowthinall sevenunitsofthecurriculum.ThetestisbasedontheconceptspresentedintheWisconsinModel AcademicStandardsandtheJumpStartCoalition.Themostnoticeablescoreimprovementswereinthe unitsofinvesting(+50%),budgeting(+32%),insurance(+29%),financialinstitutions(+28%)andcredit (+28%).Theoverallstudentscoreincreasedanaverageof32%bytheendofthecourse.

Ms.Campbellcontinuestomeasurehereffectivenessintheclassroomthroughconstantdialoguewith herstudents.Shestrivestocontinuallyupdatethepersonalfinancecoursebasedoncurrentfinancial issuesandrefinetheactivitiesbasedonherstudents’feedback.Herprivate‐sectorpartnersincludethe BankofWisconsinDells,theBarabooNationalBankandAmericanFamilyInsurance.

AnnaD’Amelio,DavidKruchten,MaryLehrerandDavidThoms

MadisonMetropolitanSchoolDistrict

TeachersfromMadisonLaFollette,MadisonEast,MadisonWestandMadisonMemorialhighschools collaboratedtocreateacomponentofthepersonalfinancecurriculumcalledtheFinancialLife‐Stages Assignment.Atthebeginningoftheterm,studentsareprovidedaLifelongFinancialStrategiesTipSheet foreachofthefivephasesinaperson’slife.Studentsarerequiredtodoresearchonthefinancialtopics theywillberesponsibleforunderstandingintheirlives,andcreateaPowerPointslideshowthatdepicts whattheyneedtodoinordertobettertheirchancesofbeingfinanciallysuccessful.

Studentsdelveintolearningaboutconceptssuchasfinancingeducation,debt,taxes,purchasing vehicles,purchasinghomes,budgeting,credit,retirementplanning,creatingend‐of‐lifedocuments, generalinvestingtopics,varioustypesofinsurance,long‐termcareandeldercareandhousingoptions. Aspartofthecourse,studentsarerequiredtointerviewanindividualwhoisamemberofeachofthe fivefinanciallife‐agecategoriesandaskfortheiradvicebasedontheirexperiences.

SusanFuszard

WisconsinDepartmentofTransportation

SusanFuszardisatirelesspromoteroffinancialliteracyasalifeskillandspearheadsnumerouspersonal financetrainingsessionsintheDepartmentofTransportation.Thosesessionsareopentootherstate agencyemployeesandtheirfamiliesaroundthestate.Thepresentationsalsoarevideotapedandmade availabletoemployeesviatheDOT’swebsite.

AmongthemanyinitiativesledbyMs.Fuszardare:

∙Sheenrolled457DOTemployeesinaprogramcalled“InvestorEducationinYourWorkplace.”DOT hadthehighestnumberofemployeesparticipatingintheprogramoftheninestateagenciesenrolled. Employees,familymembers,retireesandfriendssigneduptotake10modulesonvariousaspectsof personalfinanceandinvesting.Theprogramresultedina33%increaseinthenumberofparticipants whoarenowkeepingawrittenfinancialplan.

∙Aseriesofstatewidebrownbagpersonalfinanceseminars,attendedby494employeesinpersonand nearly1,000viatheDOTwebsite.

∙ArticlesinDOT’sweeklyEAPBulletinofferingtips,resourcesandinformationonfinances/budgeting, copingwithchangeanduncertainty,andstressmanagement.

∙Numerousspecialeventsincludingtwo“fiscalfitness”fairs,financialandlegalservicesseminarsand one‐on‐onemeetingswithfinancialprofessionals.

JenniferGuenther

RubiconJoint6SchoolDistrict

JenniferGuenthercreatedauniqueintegratedclassroomcurrencysystemforher2ndgradeclassroom. Theprogramincorporatedavarietyofbasiceconomicandfinancialliteracyskillsthroughouttheschool year.Thenshetookthemainideasofherprogramandcreatedworkshopsforotherteachersand parents.Herworkshop“BookstoBucks”focusesonliteratureandwritingrelatedtofinancialliteracyfor teachersofpre‐kindergartenthrough3rdgrade.“ThisLittlePiggyCriedEarn,Spend,Save!”isa workshopforK‐6teachersanddemonstratesherclassroomcurrencysystem.Forparents,shedeviseda programcalled“PersonalFinanceSkillsandChildren:BuildGoodHabitsNow!”

Ms.Guenther’s“ThisLittlePiggyCriedEarn,Spend,Save!”workshopwasthesubjectofhercapstone projectforhermaster’sdegreefromUW‐La‐Crossein2006.Theresultsofherstudyshowed improvementsinteachers’financialliteracy,confidenceinmoneymanagement,applicationofmoney managementskillsintoreal‐lifesituations,andmathskillsrelatedtomoney.

Althoughshestartedoutsoloinherclassroom,overthepastfiveyearsMs.Guentherhasteamedup withotherteachersandorganizationstohelppromotefinancialliteracy.HerpartnersincludeUW‐ Whitewater’sEarlyChildhoodConference,theWisconsinMathematicsCouncil,EconomicsWisconsin, UW‐OshkoshandDPI.

Dr.ScottNiederjohn,LakelandCollege,Sheboygan

andDr.MarkSchug,professoremeritus,UW‐Milwaukee

Dr.MarkSchugandDr.ScottNiederjohnhaveconductedaseriesoftwo‐dayseminarsforteachers, journalists,clergy,non‐profitmanagersandelectedofficialstitled“EconomicsforOpinionLeaders Workshop.”Theseminarsintroduceopinionleaderstotheeconomicwayofthinkingwhichstresses choices,costs,incentives,rulesoftheeconomicsystem,tradeandgainsfromtrade.Itincludessupply anddemandanalysis,thebasicinstitutionsofamarketeconomyincludingprivatepropertyrights,profit motive,consumersovereignty,competitionandfreedomofcontract.Thereareaseriesofinteractive exercisestodemonstratekeypoints.

Economicandfinancialeducationhelpsopinionleadersunderstandhowourmarketsystemworks.It canalsohelpthemtobecomemoreeffectiveintheireverydaywork.Anewlevelofeconomic understandingcanhelpteachers,religiousleadersandjournalistspreparemoreinsightfullessons, sermonsandarticles.Itcanhelpmanagersofnon‐profitsunderstandhowthemissionsoftheir organizationscanbeadvancedthroughtheoperationoffreemarkets.Theseworkshopshavebeenheld overthepastthreeyears.

WilmerPeters

NorthwoodsNiiJiiEnterpriseCommunityInc.,Menominee/Keshena/LacduFlambeau

WilmerPetersisretiringafter10yearsofbuildingfinancialliteracy,accesstocapitalandbusiness opportunityintheNorthwoodscommunity.Mr.PetersparticipatedinthecreationofaCommunity DevelopmentFinancialInstitutionwhichlendstotribalsmallbusinesses.Thisinstitution,establishedin 2000,isnowasustainableentitycalledNiiJiiCapitalPartnersInc.Theorganizationprovidesfinancial literacyandbusinesstechnicalassistancetoitsclients.Mr.Petersalsolaunchedatrainingoftrainers programthatcertified60tribalprogramdirectorsintheNativeNationsFinancialLiteracyCurriculum calledBuildingNativeAssets.In2009,Mr.PetersalsopartneredwiththeMenomineeNationCollegeto includefinancialeducationinitsbusinesseducationcourses.

Mr.PeterswasoneofthefoundersofZhoonyiaGikendasowin(MoneyKnowledge),acommunity‐based groupofseveralorganizationsthatpooltheirresourcesinordertohelpLacduFlambeauOjibwetribal membersincreasefinancialsecurityandbuildassetsinasustainableandculturallyappropriateway. ThiscollaborationincludesLacduFlambeauBandofLakeSuperiorChippewaIndians,WigamigOwners LoanFundInc.,LaPointeFinancial,WisconsinBenefitPlanning,NorthwoodsNiiJiiEnterpriseCommunity Inc.,NiiJiiCapitalPartnersInc.,andtheWisconsinDepartmentofFinancialInstitutions.

LaurelScherer

AntigoMiddleSchool

LaurelSchererhasbeenemphasizingfinancialliteracyinhermiddleschoolclassroomforthepastsix years.Hercurriculumincludespresentationsonbankingservices,writingchecks,savingshabitsand otherpracticaltopics.Shealsoplaysinteractivemoneyliteracygameswithherstudents.Herstudents tourtheCoVantageCreditUnionofAntigotohelpthemunderstandhowacreditunionworksandshe explainsthe“lifeofapenny”–wheredoesitgoonceitisdeposited.

RecentlyMs.Schererhasbegun“FinancialFridays”forherstudents.Theon‐siteBulldogCreditUnion, sponsoredbyCoVantage,isopeneveryotherFriday.Studentshavetheopportunitytomakedeposits intorealsavingsaccounts.Ms.Schererthentailorshercurriculumtotieinto“FinancialFridays.”For example,thefirstfinancialliteracylessondealtwithgrossandnetincomeinwhichstudentslearned abouttheimpactoftaxwithholdingontheirpaychecks.

SheilaSiegel

InternalRevenueService,Milwaukee

SheilaSiegelisthedrivingforcebehindtheexpansionoftheVolunteerIncomeTaxAssistance(VITA)and EarnedIncomeTaxCredit(EITC)programsinWisconsinandotherstates.Shehastakenaleadershiprole inexpandingthoseprogramstoconnectasset‐buildingandfinancialliteracyconceptswithVITA/EITC programs,givingparticularattentiontoaddressingtheneedsofunder‐servedcommunities.This concepthasnowbeenmandatedbytheInternalRevenueServicetobeincludedinallVITAsitesacross thenation.TheincreaseinactivityintheVITA/EITCprogramsisbringingmorefederaltaxrefundsto low‐andmoderate‐incomeindividualswhodesperatelyneedthefunds.

Ms.Siegel’sworkempowersrecipientsofrefundstoputtheirmoneytoworkinaproductivemanner. HerroleistoadvisecollaboratorsintheinitialsetupofVITAsites,toparticipateinplanningforyear‐to‐ yearoperations,tocollaboratewithpartnerstobringthefinancialeducationandassetbuildinginto VITAsites,andtosupportprogrampartnersinstarting,expandingandrefiningfinancialeducationand assetbuildingefforts.Ms.Siegel’sworkhasresultedinsignificantgrowthinbothVITA/EITCfilingsand financialeducation/assetbuildingprogramsintheNativecommunities.

Organizationalwinnersof2011WisconsinFinancialLiteracyAward

PresentedbytheGovernor’sCouncilonFinancialLiteracy

AppletonAreaSchoolDistrict