Wisconsin Bankers Foundation

Financial Education

WBF offers resources to educators and public about consumer decisions, financial literacy, and responsibility.

Excellence in Financial Education

New WBF Financial Education Summary Forms due July 31, 2022

The Wisconsin Bankers Foundation commends banks and bankers for carrying out a long-standing industry commitment to improving financial literacy. Make your efforts known by submitting the presentation forms!

Submitting this data helps the Wisconsin Bankers Association and the Wisconsin Bankers Foundation track and celebrate your efforts to promote financial literacy in your community.

This year, please submit the summary forms below reflecting both individual AND bank-wide efforts that occurred June 1, 2021–May 31, 2022 to improve financial education in your communities.

What’s the difference?

Bank-wide Submission Form

Recognizes WBA-member banks’ valuable contribution to improving financial education in Wisconsin. Honors bank volunteers and raises awareness of each bank’s total financial education efforts in the communities they serve.

Needs to be submitted only ONCE.

  • Qualifying banks — those that demonstrate at least three (3) of the criteria outlined on the form — receive WBF’s Bank Award.
  • One bank, chosen for it’s innovative approach to financial education and completion of final section of the Bank-wide form, is awarded the prestigious Financial Education Innovation Award.

Individual Submission Form

The individual presentation form is intended to capture ONE event or presentation — if multiple bankers were co-presenters, please identify them all on one form. As a result, please submit as many separate response forms as needed to ensure each banker and event is recognized.

Submits application for:

  • Financial Literacy Banker of the Year Award
  • Financial Literacy Banker Award
  • Certificate of Excellence
  • Certificate of Recognition

Teach Children to Save Day & Reading Raises Interest Kits

National Teach Children to Save Day (TCTS) was established to spotlight the importance of teaching our nation’s youth about saving money. This event occurs every April when bankers make presentations to students in grades K–12 about budgeting, saving, recognizing needs and wants, and how interest makes money grow.


Additional Financial Education Resources

The WBF has compiled a list of resources for bankers use in connecting with their communities. These resources, provided for free through WBA membership, allow bankers to connect and provide engaging financial lessons not only to their youngest community members, but to school- and college-aged students and adults of every age.

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