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WISCONSIN BANKERS FOUNDATION
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EXCELLENCE IN FINANCIAL EDUCATION REPORTING TEMPLATE
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Reporting Period: June 1, 2025 – May 31, 2026
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Please email completed form to Elizabeth Fenton (efenton@wisbank.com) by July 31, 2026.
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Questions? Contact Elizabeth Fenton at efenton@wisbank.com
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Individual Award Submissions Tab
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• Please submit ONE row per banker.
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• Include the total number of financial literacy presentations each banker delivered between June 1, 2025 – May 31, 2026.
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• Estimated audience reach should reflect the total number of individuals reached across all presentations.
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• Banks should submit one completed spreadsheet for their institution.
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Bank Award Submissions Tab
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•The “Bank Award” tab is used to determine eligibility for the WBF Excellence in Financial Education Bank Award, presented annually at the WBA FLEX Retail and Marketing Summit.
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•Participation in the Bank Award program is completely optional. Banks may still participate in the individual awards program without completing this tab.
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•This award recognizes institution-wide commitment to financial education and community outreach.
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•Banks must complete the bank-wide summary form and meet at least three of the listed criteria to earn the award.
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What Counts as a Financial Literacy Presentation?
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Activities that count toward earning a WBF Excellence in Financial Education Award include, but are not limited to:
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• Conducting a Teach Children to Save Day presentation
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• Coaching a team of students for the Stock Market Game
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• Coaching a team of students or volunteering at a tournament for the Finance and Investment Challenge Bowl
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• Volunteering with SecureFutures
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• Volunteering with Junior Achievement
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• Presenting at a free seminar or workshop (e.g. first-time homebuyer seminar or elder fraud prevention seminar)
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• Financial education outreach to incarcerated or formerly incarcerated individuals
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• Financial education outreach to individuals at community centers, non-profit organizations, or shelters
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