Financial Literacy Award Winners of 2018
89 bankers and 30 Wisconsin banks received awards or certificates from the Wisconsin Bankers Foundation during the LEAD360 Conference. Pictured are the representatives of the banks and bankers who were able to attend the conference.

On Wednesday, November 14, 89 bankers and 30 Wisconsin banks received awards or certificates from the Wisconsin Bankers Foundation (WBF) in recognition of their efforts to educate the customers and community during the 2017-2018 fiscal year. The awards were presented during a special breakfast held in conjunction with the WBA LEAD360 Conference in Stevens Point. 

The WBF Excellence in Financial Education awards honor banks and individual bankers for their dedication to promoting financial education in Wisconsin. This year, a total of nearly 500 bankers from across the state reported over 1,600 personal finance presentations. Those volunteer bankers educated nearly 39,500 consumers of all ages about the importance of saving and budgeting, how to use credit responsibly, the ins and outs of obtaining a home mortgage or car loan, and many more financial topics. In the month of April alone, in conjunction with Teach Children to Save Day, bankers from over 30 institutions reported nearly 300 presentations that reached nearly 9,000 students.

This year’s top winners include:

Banker of the Year Award
Monica Walk, FVSBank, Fond du Lac

Financial Literacy Banker Award
Cynthia Roeck, Cleveland State Bank

Wisconsin Teach Children to Save Day Award
Sarah K. Rogers, Mound City Bank, Platteville

This year’s Financial Education Innovation Award, which recognizes a bank or individual banker who contributed a new or innovative approach to financial education, or has exhibited exemplary dedication to expanding financial education in their community, was presented to First Bank Financial Centre for their newly launched “Financial Education Centre” on the bank’s website. The site provides self-guided learning modules on a variety of financial topics that many Americans struggle with. Topics on the site include identity theft protection, budgeting, understanding credit, and more. Since launching the site, nearly 3,000 people have accessed these modules, which are open and available to customers and non-customers alike. In conjunction with the launch, bank staff appeared on a morning news program that reaches nearly 15,000 viewers daily, helping to publicize the fact that this content is now available. 

Thank you to all of the bankers who dedicate their time and talents in promoting consumer education in Wisconsin. 

You can view the full list of winning individuals and banks online at If you have any questions about the Wisconsin Bankers Foundation Excellence in Financial Education Awards, please contact WBA’s Amber Seitz at 608-441-1237 or via email.