California Small Business Month
Kick Off Press Conference
May 1, 2017
California State Capitol, South Steps – 9:00 a.m.
Credit Union Partners in Education (CU-PIE)
“LIVE YOUR FINANCIAL DREAM”
Annual Speech Competition
On Thursday, April 20, 2017, the Credit Union Partners in Education (CU-PIE) hosted their annual speech competition. Representatives from various Sacramento-Greater Region credit unions write and present a speech based on a theme, which this year was “Live Your Financial Dream”. Seven presenters made it to the final competition, each employing different techniques to relay the importance of having a financial plan. The speakers also touched on how credit unions help their members obtain financial well-being.
2017 First Place Winner
Gina Richardson, Golden 1 Credit Union
(Pictured with Marsha Owen, Director, CU Lending)
2nd Place Winner
Anthony Plowden, Golden 1 Credit Union
Christina Mason, SAFE Credit Union
3rd Place Tie
Tyler Chew, SAFE Credit Union
Alana Golden, Director for Education and Outreach, California Department of Business Oversight
Event Master of Ceremonies
Kevin Smith-Fagan, KVIE Public Television
2016 First Place Winner Kara Johnson, SAFE Credit Union (right)
2015 First Place Winner Kayshia Tagumasi (left), SAFE Credit Union
The annual event gives future leaders a forum to share original ideas and to remind credit unions of the shared heritage of improving the well-being of our communities.
CU-PIE is a non-profit organization which has been actively supporting financial literacy for more than 20 years. Members of CU-PIE consist of credit union employees and volunteers. CU-PIE offers financial institutions, non-profits, community leaders and other professionals the necessary training and resources to help them successfully deliver financial literacy presentations to youth and adults in our community. CU-PIE partners with United Way and the Bank On California program to conduct training sessions for various organizations assisting residents in managing their finances.
Speech Competition, circa 1960
Credit Unions: To join CU-PIE or learn more about opportunities on the Executive Committee, contact Carrie Featherston or Elise Schexnayder.
Elise Schexnayder • Financial Education Coordinator SAFE Credit Union • Community Banking (916) 971-2530
As April is National Financial Literacy month. The DBO Education and Outreach team is hosting a California Financial Literacy Month Resource Fair (see attached flyer).
When: Monday, April 24, 2017
10 am – 2 pm
Where: Ronald Reagan State Building
300 South Spring Street
Los Angeles, CA 90013
During the Resource Fair, CalHR’s Savings Plus program is hosting a workshop geared to help state employees better prepare for the financial decisions they face every day in life.
Course Title: Financial Literacy
• 10:00 am – 11:00 am
• Reagan Building Auditorium
The workshop will cover the psychology of spending, debt management, credit reports and how Savings Plus can help you save for your future.
The workshop is free. Register at http://www.calhr.ca.gov/state-hr-professionals/Pages/ereg.aspx?of=Savings%20Plus%20Program
Do you know a U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability? Encourage them to apply for a grant by April 30.
2017 grant application cycle is now open! Applications must be submitted by April 30.
Review the Grant Guidelines for instructions and a link to the application (page 4).
The Foundation for Financial Planning awards grants to 501(c)(3) nonprofit organizations to support the delivery of pro bono financial planning to populations who could not otherwise afford or access financial planning services.
Eligible programs must:
To be considered, projects must incorporate the involvement of financial planning professionals as community volunteers or work in collaboration with local affiliates of financial planning associations. Click here to view an applicant tutorial video.
Our staff is here to assist you. Contact Amira Tart, Program Outreach Director if you have questions about the grant process.
SAVE THE DATE!
April 18 • Sacramento
1515 S Street, Sacramento
10 a.m. — 11 a.m.
April 24 • Los Angeles
Ronald Reagan Building
300 S Spring St, Los Angeles, CA 90013
10 a.m. — 11 a.m.
Psychology of Spending • Debt Management • Your Credit Report • Saving for the Future
Register at savingsplusnow.com
Select Savings Plus Events at the bottom of the webpage.
2017 Financial Literacy Month Resource Fair
Where: State Capitol – West Side (facing 10th Street)
Date: Monday, April 17th
Time: 11:00 a.m. to 1:00 p.m.
(Program will begin at noon)
Tax identity thieves and IRS imposters are ready for tax season, whether you are or not. Find out how to protect yourself, and what to do if someone you know becomes a victim, during Tax Identity Theft Awareness Week, January 30 through February 3.
Scam Alerts from the FTC
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