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Financial Literacy

Improving the Financial Literacy of Californians


2010-2011 School Year is Here!

Contributed by Crystil Turner

School is back in session and it’s time to bring financial literacy back to the classroom. CalCPA sent an email and brochure to more than 2,000 educators last week, promoting CalCPA’s student outreach program. We have received more than 20 presentation requests in the past week, with more coming in every day. Watch for volunteer outreach emails containing opportunities in your area.

Have contact with a high school? Now is a great time to have a conversation about how CalCPA’s free program can add value for students. For more information about the program, visit the
student outreach page.

First Friday for Financial Literacy on Facebook

Contributed by Crystil Turner

Check out the CalCPA Institute Facebook (FB) page! Financial Literacy Committee Chair Bruce Kajiwara posts a monthly message just for financial literacy advocates on the first Friday of each month. It’s one of the many reasons to become a FB fan of CalCPA Institute.

More reasons to become a fan:
- Create dialogue about financial literacy across the state

- Share your experience and inspire others to get involved

- Ask questions about financial literacy efforts and outreach efforts

- Stay up to date on the latest in financial literacy activity

- Post and view pictures of your community events
- Find and post financial literacy information and articles

Sign up today to become part of the conversation!
CalCPA Institute Facebook

Operation Hope Los Angeles Update

Contributed by Crystil Turner

Thank you to all of the Los Angeles volunteers who are participating in Operation Hope’s Banking on our Future (BOOF) program [please insert a link].

The following volunteers have completed training and are now assigned to an opportunity:

Daphne Porter

Kari Engelsted

Ashley Merrell

Anastasia Antonova

Andrew Kim

Phyllis Chestang

Several more volunteers have signed up for training with Operation Hope, and we will continue to report on the success of this initiative. If you want to be involved, you are first required to complete a 90-minute training session.

Upcoming webinars for September and October include:

BOOF Webinar Schedule



09/07 4:00 p.m. – 5:30 p.m.

09/09 4:00 p.m. – 5:30 p.m.

10/05 4:00 p.m. – 5:30 p.m.

10/13 4:00 p.m. – 5:30 p.m.

We create volunteer opportunities weekly. Please contact Crystil Turner for more information.

NEFE Goes to College

Contributed by Crystil Turner

The National Endowment for Financial Education (NEFE) has launched a college-specific, online financial literacy program called CashCourse. This free, interactive program covers a variety of financial literacy topics specific to this life stage. The program includes PowerPoint presentations, work kits, articles, budgeting wizards and more.

Only available to colleges or universities, the program is entirely online. If you are a college or university employee, you can enroll your school and become a leader in offering important financial resources to students.

If you are not a college or university employee, you will not have access to use the program, but you can view a sample site and promote the program to educators you know.

To enroll in CashCourse or to obtain additional information visit www.cashcourse.org.

Over 30,000 Students Reached!

Contributed by Crystil Turner

Thanks to all of your hard work, advocacy and commitment to education, CalCPA has reached over 30,000 students with financial literacy and careers outreach! Every year more and more educators anticipate their return CalCPA visit, and students walk away excited and empowered about their futures.

Congratulations to everyone who has made this program so successful, and here’s to the next 30,000!

Survey Says: 80% of CA Teachers Support Financial Literacy Efforts in the Classroom

Contributed by Crystil Turner

Pollinate: The Teacher Financial Literacy Project recently surveyed 2,776 teachers on their opinions regarding financial literacy and its incorporation in the classroom.

Results worth noting:
-about 80 percent of teachers support efforts to include financial literacy in the curriculum
- teachers felt stand-alone lessons and embedded it into the curriculum were the most valuable ways to teach the information
-the biggest set back for making this happen is lack of time and resources

What this says is that we are on the right track in delivering financial literacy presentations in a way that is helpful to educators. But it also challenges us to further promote our student outreach program and the free services that we offer. Talk to your local high school, and find out how CalCPA can be involved with increasing the financial literacy of California students.

Read the full Pollinate Report.

LA Volunteers: Get Involved With BOOF

Contributed by Crystil Turner

There are several opportunities over the next month for you to get involved with Operation HOPE’s Banking on Our Future (BOOF) program.

A little about the Program…Banking on Our Future


The mission of HOPE’s Banking on Our Future (BOOF) program is to execute a global delivery system for financial literacy education and empowerment for youth. BOOF is a five-part financial literacy curriculum designed to help youth achieve a future free of financial burden. Offered to low-to moderate-income students ages 9 to 18 in under-served communities, BOOF is entirely taught by trained HOPE Corps volunteers (like YOU!).

The HOPE Corps consists of enthusiastic and compassionate local professionals, who volunteer not only to teach personal finance to our youth, but to provide essential real world skills and be professional role models. The HOPE Corps volunteers use our five-part financial literacy curriculum which begins with a conversation in dignity, and then continues into basics of banking and budgeting, checking and savings accounts, credit and investments.

If you are interested, please contact Crystil Turner for more information.

LA: BOOF to Reach Over 5,000 Students This Summer With Your Help

Contributed by Crystil Turner

Operation HOPE’s Partnership with the City of Los Angeles’ Summer Youth Employment Program

Currently, Operation HOPE and the Banking on Our Future program are ramping up for a continued partnership with the Los Angeles Community Development Department’s Summer Youth Employment Program. This summer, July-September, Operation HOPE will have the opportunity to educate close to 8,000 young adults ages 15-24 in financial literacy.

In addition, Operation HOPE will be working with the Mayor’s Office of Gang Reduction and Youth Development and their Summer Night Lights program to educate an additional 240 young adults at their summer work sites, specifically in the area of personal finance.

Sessions will take place throughout the summer across the greater LA area. For more information, or to sign up as a volunteer contact Crystil Turner.

2010 Women to Watch Awards Winners

Contributed by Crystil Turner

Congratulations to the 2010 Women to Watch Award Winners!

As a female pioneer in the accounting profession, Glenda Bayless of Apple Valley, Calif., accepted the CalCPA Trailblazer Award.

Recognized as experienced leaders were Carol Suruki of Los Angeles, Leslie Dawson of Walnut Creek and Nanette Lee Miller of San Francisco.

Candace Vaughn of Palo Alto, Cathy Hyodo of Yorba Linda and Karen Burns of Pleasanton were named emerging leaders.

Tax Events: April 2010

Contributed by Crystil Turner

San Francisco
ABC/KGO-7 Tax Call in
Volunteers: Jim Mchale, Kathy Yu Liu, Laura Ross


Financial Literacy

CalCPA is committed to improving the financial literacy of all Californians, and helping individuals understand the importance of managing their finances responsibly.

Our financial literacy visits are a great way to introduce these important concepts to high school students, and contribute to the efforts to improve financial literacy statewide. School visits also provide an opportunity to inspire bright, talented students to discover the integrity, trust and career diversity that is the CPA profession.

Volunteer Today!

Items of Interest

Want to promote financial literacy in high schools, download the 2009-10 Student Outreach High School Mailer.

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Contact Us

Community Outreach Manager:
Crystil Turner