Instructions for Completing the Excellence in Financial Education Reporting Form
The Wisconsin Bankers Foundation’s updated Excellence in Financial Education Reporting Form is used to submit applications for both the Individual Awards and Bank Awards. The reporting period covers activities conducted between June 1, 2025, and May 31, 2026. Completed forms are due by July 31, 2026.
The redesigned workbook combines all award reporting into a single file and includes separate tabs for individual banker submissions, bank award submissions, and an auto-calculating summary page.
Why Share Your Volunteer Efforts With WBF?
- Help the Wisconsin Bankers Foundation (WBF) track the collective impact of the banking industry on financial literacy in our state.
- Inspire and encourage others to get involved in volunteering.
- Be recognized with a WBF Excellence in Financial Education Award.
WBF Excellence in Financial Education Awards
Individual Awards
Complete the Individual Awards tab in the Excellence in Financial Education Reporting Form by entering one row for each participating banker. Report the number of financial education presentations delivered, estimated audience reach, volunteer hours, and presentation topics.
Submissions will be used to determine eligibility for:
- Financial Literacy Banker of the Year Award: Most presentations given
- Financial Literacy Banker Award: Second-most presentations given
- Certificate of Excellence: 20 or more presentations given
- Certificate of Recognition: Five (5) or more presentations given
Bank Award
Complete the Bank Award Summary tab in the Excellence in Financial Education Reporting Form to apply for a WBF Excellence in Financial Education Bank Award.
Banks must meet at least three of the following criteria to earn an award:
- Either ten (10) or more OR 20% of bank staff participated in financial education outreach (presentations, bank tours, etc.) between June 1, 2025 and May 31, 2026.
- Thirty (30) or more financial education presentations were conducted between June 1, 2025 and May 31, 2026.
- Bank staff collaborated regularly with a school or community group to promote financial education.
- The bank sent regular communications to customers and the community to promote consumer education.
- The bank has an in-school branch at any K–12 school that is open to students on a regular basis.
- The bank offered programs for customers and community members to promote sound financial habits (such as kids accounts or senior saving clubs), or has sponsored a teacher’s attendance at a financial education conference such as NIFEL (National Institute of Financial and Economic Literacy) or the Jump$tart Coalition National Educator Conference.
- The bank created an innovative program to enhance the financial capabilities of consumers in your community.
Financial Education Innovation Award
The prestigious WBF Financial Education Innovation Award is presented at the annual WBA Bank Executives Conference in February. The Innovation Award recognizes one bank that has taken an outstanding, unique approach to empowering the financial decisions of its community members.
What Counts as a Financial Literacy Presentation?
Activities that count toward earning a WBF Excellence in Financial Education Award include, but are not limited to:
- Conducting a Teach Children to Save Day presentation
- Coaching a team of students for the Stock Market Game
- Coaching a team of students or volunteering at a tournament for the Finance and Investment Challenge Bowl
- Volunteering with SecureFutures
- Volunteering with Junior Achievement
- Presenting at a free seminar or workshop (e.g. first-time homebuyer seminar or elder fraud prevention seminar)
- Financial education outreach to incarcerated or formerly incarcerated individuals
- Financial education outreach to individuals at community centers, non-profit organizations, or shelters
Questions?
Please reach out to questions@wisbank.com.