Help spread the word about personal finance by reporting your efforts to promote financial literacy, whether it's through presentations, bank tours, or other community outreach events. Submitting this data helps WBA and the Wisconsin Bankers Foundation track and celebrate your efforts to promote financial literacy in your community.

Financial Literacy Forms

All presentation summary forms and award applications below are for the June 1, 2018 - May 31, 2019 fiscal year. Awards will be presented in 2019 at the WBA LEAD360 Conference. 

Step 1: Bank Awards & Innovation Award

Bank Awards

The Bank Award recognizes an institution's dedication to promoting financial education in the communities it serves. Any WBA member financial institution may apply for the award, with one plaque awarded per charter. Please note: Individual branch offices should be included in the bank application.

Innovation Award

The Innovation in Financial Education Award recognizes a bank or individual banker who has contributed a new or innovative approach to financial education or has exhibited exemplary dedication to expanding financial education in their community. To apply for the Innovation Award, please include a description of the innovative activity/event, product, or service with your Bank Award application (Criteria #7 on the application form). 

Download the Bank and Innovation Award Application

Application PDF

Step 2: Presentation Summary Form

These forms are used to help track the number of presentations given, as well as gauge the average audience size and demographics. This is valuable data for the WI Bankers Foundation in its mission to empower consumers across Wisconsin to make better financial decisions. 

You choose the best option! Bankers can submit their Presentation Summaries two ways:

  1. Download the excel template and track all of your bank's presentations throughout the year, then submit at the end of the year with your Bank Award application, OR
  2. (New This Year!) Complete the online form to "submit-as-you-go." 

Please Note: The fillable PDF forms are no longer available. Any forms already submitted for the current fiscal year (June 1, 2018 - May 31, 2019) will be considered valid. Please use the Excel template or online form for future submissions. 

Use the Excel Template

Download

Use the Online Form

Open

Certificates

Presentation Summaries are also used to verify recipients of the Certificate of Excellence and Certificate of Participation. 

Individual bankers who make 20 or more financial education presentations during the fiscal year will receive a Certificate of Excellence. Individual bankers who make 5-19 presentations will receive a Certificate of Participation.