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Have Your Bank’s Financial Education Efforts Recognized WBF financial education summary forms are due by July 31, 2023

Each year, bankers throughout Wisconsin go above and beyond in their mission to provide financial education for their communities. Highlighting the efforts bankers made from June 1, 2022 to May 31, 2023 to improve the financial wellness of individuals in their communities, the summary forms assist the Wisconsin Bankers Foundation in tracking our industry’s financial education activities. Additionally, these activities are then compiled for recognition.

wisbank.com/foundation

Contact Hannah Flanders at hflanders@wisbank.com

Individual Award Categories:

» The Financial Literacy Banker of the Year Award recognizes the individual who completed the most financial education-related events in 2022–2023

» The Financial Literacy Banker Award recognizes the individual who completed the second-most financial education-related events in 2022–2023

» The Certificate of Excellence is awarded to all bankers who completed 20+ financial education-related events in 2022–2023

» The Certificate of Recognition is awarded to all bankers who completed between five and 19 financial education-related events in 2022–2023

Bank-wide Award Categories:

» The Bank Award is earned by all banks that demonstrate at least three (3) of the outlined criteria

» The Financial Education Innovation Award, the Foundation’s most prestigious award, recognizes one bank that demonstrates an innovative approach to financial education in 2022–2023

Contact Hannah Flanders at hflanders@wisbank.com to learn more about the 2022–2023 summary forms.

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