CURRICULUM IN THE NEWSPAPER
Seattle Times Newspapers in Education publishes 16-page insert with
Financial Education at BCC curriculum for college students, reaching
220,000 in the Puget Sound area on November 7, 2007. This incredible
trove of great tips for college students to manage their money was well
received by both students and parents. Thanks to the DFI
for making this possible and our partners WSCPA and JumpStart WA.
Response was so strong that the insert was republished on September 9, 2008 in time for the start of school for high school and college
students. Another 220,000 inserts made their way to readers of the
Seattle Times plus Washington Credit Unions and other groups will be
distributing over 50,000 additional copies!!
For a copy of Nov. 7, 2007 insert, click here.
Thank you from the Seattle Times.
OPEN ACCESS FINANCIAL
EDUCATION COLLEGE CURRICULUM
Leslie Lum, Molly Blume
and Alice Jenkins worked furiously (24/7) to write the open
access curriculum for our financial education effort. In may, they were
joined by Margie Biliske, who brings valuable CPA experience to the team,
and Helen Lawrence who contributed astute copyediting.
Along with our team, several ESL/ABE instructors (many
of whom have extensive experience in business) have created custom
activities from the
curriculum for their students.
Curriculum has been tested on
BCC students to high reviews and four online courses are offered at BCC
so that citizens across the state of Washington can learn about money
management, saving, credit and investments from the comfort of their
This curriculum which is copyrighted by the
Washington State Department of Financial Institutions is available to
educators to use free of charge as long as no gain is accrued from its
For information on the curriculum,
WORKPLACE AND COMMUNITY
FINANCIAL EDUCATION FOR EMPLOYEES
Audrey Hue (pictured above with Scott Kinney Financial Education Manager
of WaMu) conducted 4 training sessions for over 150 employees of WaMu in
Click for a copy of the money management
presentation and handout.
Click for a copy of the credit
presentation and handout.
SECOND YEAR OF FINANCIAL EDUCATION FOR CITY OF SEATTLE
Fall 2008 brought another set of the successful financial education
series for employees at the City of Seattle. Seven sessions on money
management, investments and credit were offered again to great reviews.
Click here for investment
FINANCIAL EDUCATION FOR 400 EMPLOYEES OF THE CITY OF SEATTLE
On September 12, October 3, and October 30, 2007, Financial Education at BCC and the City of
Seattle partnered for a trailblazing series of 9 employee training sessions on
financial education. Classes were fully registered in the two days with
waiting lists for each of the three sessions on September 12. High
demand continued through the next two days. In total we worked with
enthusiastic groups of about 400 awesome City of Seattle employees
in interactive sessions to learn about money management, investments and
Thanks to the forward-thinking employee benefits department including
Florence Katz, Carolyn Trapp and Zone Montoya for their tremendous help
in mounting these sessions.
For copies of investment slides,
For copies of money management slides,
For copies of credit slides, click here.
Alice Jenkins, Molly Blume and Margie Biliske compare notes as trainers
for the City of Seattle
City of Seattle employees were receptive to Financial Education.
OCA/JACL INVESTOR EDUCATION DRAWS FULL HOUSE
Leslie Lum talks to a packed room of over
80 people on March 17, 2007 at "Tips on managing
your money, creating wealth and securing your retirement,"
cosponsored by the Organization of Chinese Americans, State Farm, the
Japanese American Citizens' League, the National Association of Asian
American Professionals, the Department of Financial Institutions and
Financial Education at BCC. Certified Public Accountant, Jean Chou was
on hand to talk about the tax consequences of investing and made
available 15 minutes free tax consulting to all those who attended.
For a copy of the presentation,
AARP INVEST WISE CAMPAIGN REACHES 1000 ACROSS THE STATE
March to June 2007
- Over 1000 people attended the “Invest Wise Washington” events in Spokane,
Kennewick, Lynnwood and Vancouver where Leslie Lum made the
presentation on Six Steps to Intelligent Investing.
Working with the professionals of the AARP and DFI provided an
excellent training ground for Financial Education at BCC to kick-off
its own social marketing campaigns. As a result, the college
campaigns were professional and well-organized.
For a copy of
Leslie's AARP presentation, click here.
UNITY CHURCH OF GOD IN CHRIST
Molly Blume, Pastor Hicks, Leslie Lum and
Alice Jenkins at the successful first session of a series on getting
smart about money on January 25, 2007. About 25 people attended a session on investing where
they had a chance to preview an upcoming broadcast of Money Track, the
PBS series and discuss six steps to successful investing.
Financial Education at BCC was happy to
be presenting to such a gracious audience and looks forward to the
monthly series which will run until June. Many thanks to Pastor Hicks,
who reinforced our message with his closing remarks and, to our delight,
is an alumni of BCC.
TRAIN THE TRAINER
Train-the-trainer sessions have been conducted at BCC with 27 faculty
and staff. About 20 instructors were trained at Tacoma Community
College. Training sessions have been conducted with Green River and
South Seattle as well as with 11 WorkSource counselors.
WORKING WITH THE TREASURY DEPARTMENT
Alice Jenkins facilitated a session on
youth at the Northwest Regional Conference on Reaching Unbanked People
on March 28, 2007 in Seattle. The conference was attended by over 250
financial enterprises (with keynote Washington Mutual CEO Kerry
Killinger) and people who work with low-income and immigrant populations
representing a true public-private partnership to stop the high fees
that low-income and immigrant folks face with lack of financial
education and fringe financial services.
Leslie Lum convened a roundtable with
the Asian community on March 28, 2007 at the request of Deputy Assistant
Secretary for Financial Education Dan Iannicola, Jr. US Department of
Treasury. This was the first roundtable with the Asian community that
the Treasury department has convened and valuable information was given
about cultural sensitivity in assisting populations (e.g. taboos about
talking about death, the protection of younger generation, religious
objection to earning interest, etc.) with the financial future. It was
also brought out that there is significant isolation because of limited
English language and the lack of translation of educational materials.
The Treasury department plans to incorporate these issues into a
national report that will be disseminated throughout the country.
Leslie Lum provided further consulting with the
Treasury Department on college financial education in January 2008.
November 2006 - Approximately 50
people attended a 90-minute session on Personal Investing in an
Uncertain Future with Leslie Lum. Participants found the training
very helpful to their personal circumstances.
Last updated:July 29, 2009
FINANCIAL EDUCATION APPEARS ON NEWS
The program has given multiple interviews on television and radio including most recently:
Financial Survival in an Economic Crisis – an interview with BCC Business Instructor Leslie Lum December 2008 Comcast Newsmakers
KIRO AM - Financial Education (interview with Instructor Leslie Lum) Feb. 4, 2009 KIRO 710 AM
Learning From an Economic Recession: A New Push For Financial Literacy June 4, 2009 Q13 Fox News
Financial Education at Bellevue College June 2, 2009 KONG-TV
90 BELLEVUE COLLEGE STUDENTS REACHED IN FALL 2008 FIRST YEAR
Bellevue College has incorporated financial education into its First
Year Experience. All first year students at Bellevue participate in two
days of learning how to succeed. Of the breakout sessions, financial
education proved to be popular with close to 90 students engaged in a
game that experientially teaches students the cost and consequences of
spending on wants.
For a sample of the session, check out the
STATEWIDE COLLEGE FINANCIAL EDUCATION CAMPAIGN
Financial Education at BCC, the Washington Society of CPAs, and the
Department of Financial Institutions launched a state-wide college
financial education campaign in November 2007 that reached 700 students
at Washington State University, Eastern Washington University,
University of Washington (Tacoma and Bothell), Highline Community
College, Tacoma Community College, Everett Community College, Shoreline
Community College, Spokane Community College and Pacific Lutheran
Another college campaign was mounted in April 2008 in honor of financial
literacy month where an additional 600 students were reached.
These campaigns proved that with the expert assistance of the
communications people at DFI, we are able to mount a social marketing
campaign that strikes at the heart of the issue of financial security
for all the citizens of Washington state. For more information on how to
mount such a campaign at your college, check out:
Spokane Community College: November 2007 - Diana Osborne presents to 70
students on investing as part of a statewide campaign for college
financial education. Diana has also created an investing class and
incorporated personal finance into her economics class. Butch Rich at
Spokane Community College integrated financial education into his
classes and also presented to high school students in the community.
Highline Community College: November 2007 - Anthony Newton packs 100
students to the kickoff of a weeklong series on investing. Students are
enthusiastic and attentive.
Bellevue Community College: November 2007 - Margie Biliske, Alice
Jenkins and Molly Blume present to students on investing and money
management. Over 250 students attended the event where 600 copies of the
Seattle Times was given to BCC students and employees. Thanks to WaMu,
Key Bank and BECU for their participation.
Tacoma Community College; November 2007 - Leslie Lum presents to 30
students as part of the statewide campaign. Thanks to BECU and WSECU for
September 2007 BCC First Year Experience incorporates session on
financial education. Additional sessions were held with HD classes in
October bringing the total to 80 students. BCC found that the first year
experience is an excellent venue and will be reaching 250 students in
January 2007 - Financial Education at BCC Kickoff
draws over 500 students and community members. Thanks to Wells Fargo,
Bank of America, BECU, the AG, and DFI for their participation.
STATEWIDE NETWORK OF INSTRUCTORS
Fourteen community college and university instructors have been
recruited from Tacoma, Highline, Everett, Green River, Spokane, Skagit,
Columbia Basin and Heritage University.
Tacoma Community College counselors David Howard, James Mendoza,
Jennifer LeMay and Theo Mungen (pictured above) have been extremely
successful in enlisting all TCC's Human Development instructors to
incorporate money management, investing or fraud prevention in their
Human Development courses. They reached 700 students in fall 2007 and
will reach an additional 400 students by the end of this academic year.
Reed of Everett conducted a group on November-6th
2007 at the Marysville YMCA and spoke to about 40 students
in the Minority Achievers Program and to about 30 students at
Jackson High School in the Everett School District
accounting class on November-7th 2007.
He has already convinced a local high
school to incorporate financial education into its curriculum.
Jeff Perlot and Tim Henry reached over 200
learners at Green River Community College including student government,
ESOL classes and the community.
Instructors across the state have shown that community colleges have the
base to become the social marketing loci for any number of issues that
may concern our society.
Martin Cordell, Chief of Enforcement (left)
with Scott Kinney (right) Director of Communication with Alicia Haus.
The DFI has been a tremendous partner in
helping Financial Education at BCC make a quantum leap in achieving our
The considerable expertise and resources of
the Washington State Department of Financial Institutions has been a
huge boost to the rapid-speed start-up of Financial Education at BCC. In
particular, Scott Kinney, former Director of Communications has been incredibly
generous with his advice and counsel on how to plan and execute huge and
effective events, deal with the media and communicate our message
including the creating great brand "Get Smart about Your Money"
and the series of fabulous posters that speak directly to the target
audience. Lyn Peters has been ably filling the huge shoes that Scott
left behind. Thanks for Jeremy Lushene who does incredible websites and
worked long and hard to get the promotional materials out for the
Financial Education at BCC events have been
over-subscribed with packed rooms. Participant evaluations have been
high. The DFI has consistently included us in partnerships and
collaborative efforts that put us in contact with the AARP, numerous
credit unions and financial institutions across the state, JumpStart
Washington and the Treasury department.
FINANCIAL EDUCATION AT
BCC KICKOFF DRAWS 500 PEOPLE
On January 19, 2007, about
500 students, BCC employees and people from the community attended the
events around the kickoff of the Financial Education at BCC including
over 100 students who packed a panel discussion with Don Blandin and
Carmen Aguiar moderated by Bryan Imanishi and Ronnie Fontenot. The
Washington State of Financial Institutions and the Investor Protection
Trust who sponsored the festivities and did so much to publicize it
through print and radio ads. In the packed forum on savings and
investing survival skills, Don Blandin and Carmen Aguiar shared how
they started from modest backgrounds and in families who were not
knowledgeable about investing. They gave extremely helpful hints on how
to establish good financial behaviors from the start.
Through the important partnership with
Investor Protection Trust, BCC has had access to a national network of
financial education experts and resources.
Immediately following this, BECU gave a
presentation on how to manage credit. Throughout the two and a half hour
event, students streamed to the booths provided by Bank of America,
Wells Fargo, BECU, Puget Sound Better Investing, the Attorney General's office,
the Department of Financial Institutions, and the Washington Society of
CPAs where they were able to gather financial educational material.
Thanks to the Washington Department of
Financial Institutions and the incredible Scott Kinney whose passion and
and formidable project management skills made this phenomenal event
possible. DFI designed and provided the great t-shirts, the eye-catching
print ads, scripted the radio ads, and provided a comprehensive media
kit. They brought us to another level with their professionalism. Thanks
to Don Blandin for his big hairy audacious goals and to the IPT for the 400 cookies
that were enjoyed by participants. Thanks to Carmen Aguiar for her
generosity with her time and her incredible heart.
For more on the kickoff,
PUBLIC PRIVATE PARTNERSHIP
The Center for Financial Education at
Bellevue Community College has particpated in the Financial Literacy Public Private
for the past three years. This partnership
has the mission of spreading financial literacy in Washington state with
initial efforts targeted at the K-12 system.
Leslie Lum has spoken to key legislators as a financial education
expert. FLPPP has already provided teaching training throughout the
state and working on a mandate for including it in K-12 standards and
Participation in this partnership has
given Financial Education at BCC the chance to work with experts at the
Office of the Superintendent of Public Instruction and understand K-12
EALRs (learning standards) and assessments. Leslie Lum participated in
the Education Committee which came up with a plan to hold regular summer
institutes to teach power K-12 financial education teachers.
We have had the pleasure of
working with influential legislators Representative Sharon Tomiko-Santos,
who is a huge champion of financial education for all the citizens of
Literacy Public Private Partnership's website is at: