GO-Biz California Small Business Month Kick-Off at the State Capitol – May 1

California Small Business Month

Kick Off Press Conference

May 1, 2017

California State Capitol, South Steps – 9:00 a.m.

CFE Fund Announces New Funding Opportunity: Bank On Fellowship!

The Cities for Financial Empowerment Fund (CFE Fund), with the generous support of Wells Fargo, announced a new, multi-city Bank On Fellowship opportunity!

Through this Fellowship, the CFE Fund will provide match funding of up to $45,000 per year for two years to as many as five Bank On coalitions to support a full-time staff position (a Fellow) to lead their coalition’s activities. In addition, the CFE Fund will provide intensive in-kind technical assistance support, training, and resources individually and to the cohort of Fellows and host coalitions, and will assist coalitions with additional fundraising for long- term sustainability.

Since 2005, cities across the country have adopted municipal banking access programs, leading to the opening of more than half a million new transactional accounts. However, it is clear that dedicated, full-time staffing resources are a critical element of coalition success. A lack of these resources often hampers their ability to achieve momentum and success, and leaves the field lacking in a pipeline of professionals proficient in sustainable banking access and municipal integration strategies.

The CFE Fund seeks proposals from Bank On coalitions looking to work with us and a cohort of others to build out and professionalize their banking access and financial inclusion efforts. Coalitions must be committed to supporting the efforts of, and matching the funding for, a dedicated Fellow to coordinate their work ensuring that their residents have access to safe and affordable financial products and services.

The CFE Fund will hold an informational webinar on this opportunity on Tuesday, May 2, 2017; applications are due by Friday, June 2, 2017. For more information and to apply, visit the CFE Fund’s online grant portal. If you have questions on this Fellowship opportunity, contact David Rothstein, Principal.

The Cities for Financial Empowerment Fund


2017 Credit Union Financial Literacy Speech Contest

Credit Union Partners in Education (CU-PIE)


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

3rd Place Tie

Christina Mason, SAFE Credit Union

3rd Place Tie

Tyler Chew, SAFE Credit Union

Honorable Mentions

Alex Bauler

Tom Kuang

Javier Huerta

2017 Judges

Alana Golden, Director for Education and Outreach, California Department of Business Oversight

Mark Klinkert, Vice President of Education, California/Nevada Credit Union League

Joey Waldrop, DTM, Toastmasters

Event Master of Ceremonies

Kevin Smith-Fagan, KVIE Public Television

CU-PIE Chair

Elise Schexnayder

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

California Financial Literacy Month Resource Fair and Savings Plus Workshop on April 24 in Los Angeles

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

Foundation for Financial Planning Grant Application for Nonprofits is Now Open!

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:
  • Utilize financial planning professionals as volunteers, or local affiliates of financial planning organizations, through pro bono activities
  • Include one-on-one engagements between financial planners and pro bono clients
  • Deliver programs to specific target audiences who are underserved by the market, in need of financial guidance, or in a financial crisis
  • Provide opportunities to those of diverse socioeconomic levels to obtain unbiased financial planning advice and counsel

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 Grant Guidelines give in-depth instructions for how to apply for a grant from the Foundation for Financial Planning. You can also download our implementation tips here.

Our staff is here to assist you. Contact Amira Tart, Program Outreach Director if you have questions about the grant process.

You do not need a grant to implement a program. Please visit our Program Resources and Consumer Resources to access tools ready for immediate use.

Read about our 2017 Grantees.

SAVE THE DATE! Financial Literacy Month Workshops in Sacramento and Los Angeles


Financial Literacy Month


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.

CANCELLED DUE TO RAIN 2017 Financial Literacy Month Resource Fair

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)

Financial Literacy Fair Flyer – Monday April 17

SAVE THE DATE: California Financial Literacy Month Resource Fair in Sacramento

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California Financial Literacy Month Resource Fair
Monday, April 17
11 am – 1 pm
State Capitol, South Steps

Visit exhibitors and receive free information about:
Consumer Protection
and more!

FTC: Tax Identity Theft Awareness Week

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.

What is tax identity theft? It happens when someone uses your Social Security number (SSN) to file a phony tax return and claim your refund. Employment-related tax identity theft occurs when someone uses your SSN to earn wages that are reported as your income.

The FTC will mark Tax Identity Theft Awareness Week with free webinars and Twitter chats. Whether you’re a consumer, tax professional, or small business, learn to reduce your risk of tax identity theft, and what to if it happens to you:

  • January 30, 2 p.m. EST: The FTC, IRS, and National Association of Tax Professionals host a webinar for tax professionals, offering practical guidance about new scams targeting client information, cybersecurity, and how tax professionals can help identity theft victims.
  • January 31, 3 p.m. EST: The FTC and the Identity Theft Resource Center invite consumers to a Twitter chat about tax identity theft.
  • February 1, 11 a.m. EST: The FTC and the Department of Veterans Affairs co-host a Twitter chat for service members, veterans, and their families. Learn to minimize your risk of tax identity theft and how to recover if it happens to you.
  • February 1, 1 p.m. EST: The FTC, Department of Veterans Affairs, and the Treasury Inspector General for Tax Administration host a webinar about tax identity theft for veterans, their families, and those who serve them.
  • February 1, 4 p.m. EST (1 p.m. PST): The FTC and IRS offer a free webinar for small businesses. Learn about tax identity theft, imposter scams targeting businesses, data breach avoidance and response, and free resources to help you protect your business, employees, and customers.
  • February 2, 2 p.m. EST: The FTC, AARP Fraud Watch Network, AARP Foundation’s Tax-Aide program, and the Treasury Inspector General for Tax Administration co-host a webinar for consumers about tax identity theft and recovery steps for victims.

For details, visit ftc.gov/taxidtheft. You’ll also find tweets, tips, and blog posts you can use to promote tax identity theft awareness in your community. Wishing you happy returns this tax season


Scam Alerts from the FTC – News Scams in 2017 and List of 2016 Scams

Scam Alerts from the FTC

Crooks use clever schemes to defraud millions of people every year. They often combine sophisticated technology with age-old tricks to get people to send money or give out personal information. They add new twists to old schemes and pressure people to make important decisions on the spot. One thing that never changes: they follow the headlines — and the money.

Stay a step ahead with the latest info and practical tips from the nation’s consumer protection agency. Browse FTC scam alerts by topic or by most recent.