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Rose Oswald PoelsEach day I am astounded at the work Wisconsin bankers do to promote financial literacy and responsibility to their customers and community members. In 2015, the Wisconsin Bankers Foundation (WBF) was established to promote financial literacy and financial responsibility to the public and to broaden consumer empowerment in the financial services industry through research, education, grants, and scholarships.

On Wednesday morning, the WBF honored several financial literacy award recipients at the LEAD360 Conference in the Wisconsin Dells. I am not only pleased to celebrate this remarkable achievement but also to note that, through their outstanding efforts, Wisconsin bankers reached nearly 6,000 members of their communities during a challenging year.

This year, Sue Krause of Fox Valley Savings Bank was awarded the Financial Literacy Banker of the Year Award. The Financial Literacy Banker of the Year Award is presented to the individual banker who reported the highest number of financial education presentations. Sue was able to do 45 presentations throughout the 2020-2021 fiscal year. Of course, this is quite the feat even during a “normal” year but through her commitment to improving financial education in her community, she went above and beyond this year — thank you, Sue!

The Financial Literacy Banker Award will be presented to Dena Hineline of the Bank of Sun Prairie, who reported the second-highest number of financial education presentations during the fiscal year. Her 21 presentations alone have created a lasting impact on adults, teens, and children throughout the bank’s communities. Both Sue and Dena will also receive a Certificate of Excellence Award for achieving 20+ presentations during the fiscal year.

WBF will also recognize 12 Wisconsin bankers for giving between five and 19 presentations in the fiscal year. Thank you to Pam Blattner, Jimmy Kauffman, and Rob Stelzer, Bank of Sun Prairie; Kelley Jensen and Amy Shorougian, Citizens Bank in Mukwonago; Joshua Pauling, Farmers State Bank of Waupaca; Rachael Danielson, Ryma Lindquist, and Erik Thompson, First Bank of Baldwin; Craig Much, Horicon Bank; and Beth Durow and Julie Matthews, The Stephenson National Bank & Trust.

Ten banks will also be awarded the WBF Excellence in Financial Education Award which honors a bank-wide dedication to financial literacy. These banks include Bank of Sun Prairie, Citizens Bank in Mukwonago, Farmers State Bank of Waupaca, First Bank of Baldwin, Fox Valley Savings Bank, Horicon Bank, National Exchange Bank and Trust, Peoples State Bank – Prairie du Chien, PremierBank – Fort Atkinson, and The Stephenson National Bank & Trust.

As Wisconsin bankers show time and time again their commitment to providing resources to increase financial literacy in their own communities, WBF is proud to recognize the work of so many individuals and banks each year. I invite you to continue sharing your financial literacy efforts in your communities with the Foundation by applying next spring for these WBF awards. I also highly encourage you to submit your work in raising financial literacy and capability in Wisconsin to the 2021 Governor’s Financial Literacy Awards recognizes both individuals and organizations. The deadline for submissions is December 3, 2021.

Thank you again to all the bankers who continue the long-standing industry commitment to improving financial literacy and working towards a more financially responsible state. Your efforts do not go unnoticed and have lasting impacts throughout our community!

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Join Us for the WBA LEAD360 Conference on November 16-17 in Wisconsin Dells!

By Hannah Flanders

When Josh Mabus founded Mabus Agency in 2008, customer relationships with banks had already begun evolving. What started as general services creative agency soon morphed into a bank-focused marketing agency with a mission to both help people and raise the creative bar. Mabus and his team have reimagined marketing with banks and their customers in mind.

This year at the Wisconsin Bankers Association’s LEAD360 Conference, Mabus will be hosting a session that will assist banks in creating strong customer relationships through branding.

“Attendees will gain new perspectives in how an overarching brand can affect all areas of a customer’s life. I’ll share Mabus Agency’s unique perspective of the five key components of bank marketing, and how they work together to build effective and efficient strategies,” said Mabus.

LEAD360 is an annual conference that gathers retail bankers, sales/marketing bankers, and financial literacy bankers from across Wisconsin for two days of comprehensive breakout sessions and networking among peers.

“I love the focused learning that comes from smaller groups like these,” said Mabus. “Not only is it easier to communicate to smaller groups, but everyone in the room has similar experiences marketing to shared customers.”

If you are interested in learning more, make sure you’re registered for LEAD360 in Wisconsin Dells November 16–17. For more details on Josh’s LEAD360 session and the full agenda, visit the event page.