Webinar for Personal Finance and Economics Teachers: Aligning Financial Capability Efforts to the Common Core Standards Webinar for Personal Finance and Economics Teachers: Aligning Financial Capability Efforts to the Common Core Standards

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October 14, 2014
2:00 p.m. - 3:15 p.m.
Connolly Center, 4th Floor
Federal Reserve Bank of Boston
600 Atlantic Avenue
Boston, MA 02210

The objective of this webinar was to bring financial literacy/capability to the forefront of the Common Core Standards used by teachers in New England by identifying:

  • strands within the Common Core that are specific to financial literacy/capability;
  • financial education materials, readings and resources that meet Common Core Standards; and
  • educational institutions that are using these resources and overall results.

To address this topic, Lisa Krueger, Adjunct Professor at Rider University, discussed the Common Core Standards and financial literacy/personal finance alignment from both broad and mathematical perspectives with reference to Council on Economic Education, Jump$tart, the U.S. Treasury's 5-Core Competencies, and other strands; Pat Page, Rhode Island Teacher of the Year, discussed the financial education/personal finance resources available for practitioners, what they look like in the classroom, and what's being done to support practitioners on a national level; and Anne DeMaille, Mathematics Statewide Program Coordinator for the Massachusetts Department of Elementary and Secondary Education, presented a report card of the Gateway City Schools Pilot, expected outcomes, and progress made toward its goal of incorporating National Standards for Financial Literacy into the curriculum. The session was moderated by Albert Barnor, Senior Community Affairs Analyst at the Federal Reserve Bank of Boston.

  • Agenda
  • Speakers

Agenda

2:00 p.m. – 2:05 p.m.

Introduction

Albert Barnor, Senior Community Affairs Analyst Federal Reserve Bank of Boston

2:05 – 2:45 p.m.

Integrating Common Core Standards into the Teaching of Financial Literacy

Financial Literacy Education and the Common Core State Standards (CCSS) in Mathematics pdf
Lisa S. Krueger, Adjunct Professor, College of Business Administration, Rider University

Resources to Support Building Financial Capability in Today's Youth pdf
Pat Page, Rhode Island Teacher of the Year, Rhode Island Department of Elementary and Secondary Education  

2:45 p.m. – 3:05 p.m.

Gateway City Schools Financial Literacy Pilot: Implementation & Outcomes pdf
Anne DeMallie, Mathematics Statewide Program Coordinator, Massachusetts Department of Elementary and Secondary Education

3:05 p.m. – 3:15 p.m.

Wrap-up

Albert Barnor

Albert Barnor
Senior Community Affairs Analyst
Federal Reserve Bank of Boston

Al has worked in the Public and Community Outreach Department of the Federal Reserve Bank of Boston since 2001. As an Economic Educator, he was responsible for designing and implementing economic education programs, as well as developing online courses and other resources for K-16 educators. In his current position as a Senior Community Affairs Analyst in the Boston Fed’s Financial Capabilities Group, he coordinates outreach and training events; forges relationships with educational institutions, practitioners and community organizations; and engages in collaborative projects with other organizations and Federal Reserve banks.

Anne DeMallie
Mathematics Statewide Program Coordinator
Massachusetts Department of Elementary and Secondary Education

Anne has 20+ years managing organizational initiatives that drive performance improvement and enhance training logistics. She holds a Bachelor of Science in Electrical & Computer Engineering and Psychology and an MBA in International Business. Anne has a broad range of consulting and instructional experience in business process reengineering, performance improvement, and engineering/R&D. Earlier Anne held industry positions in financial systems management, courseware development, and aerospace/defense operations and management.

In 2006 Anne entered the education field, teaching middle-school math and science, and moved on to the Massachusetts Department of Elementary and Secondary Education. Among other duties Anne manages the federal Mathematics and Science Partnership grants, the state Financial Literacy Pilot grants, and Massachusetts Digital Literacy and Computer Science Standard development.

Lisa S. Krueger
Adjunct Professor, College of Business Administration
Rider University

Lisa Krueger is a consultant in mathematics assessment and financial literacy, as well as an Adjunct Professor at the College of Business Administration at Rider University, teaching courses in quantitative methods for business and finance.  She has worked with the Educational Testing Service (ETS) in mathematics and financial literacy assessment development and with the President’s Advisory Council on Financial Capability to develop financial literacy lessons aligned to the Math Common Core. She taught high school mathematics in Princeton, New Jersey, for twelve years.  Prior to that, she was the Assistant Director of the Center for Economic Policy Studies at Princeton University and Assistant VP for Strategic Planning at Merrill Lynch.  She earned a BA in Economics with honors from Cornell University in 1983, a MS (now MBA) from the Sloan School of Management at MIT in 1985, and is certified to teach elementary education (K-8) and high school mathematics. 

Patricia (Pat) M. Page, MBA MAT
Rhode Island Department of Elementary and Secondary Education

Pat Page is currently a Business and Computer Technology Educator at East Greenwich High School in East Greenwich, Rhode Island. She holds a Bachelor of Science degree in Business Administration, an MBA with a concentration in finance and a Master of Arts degree in teaching. Her varied career includes senior-level management positions in the public and private sectors with responsibility for organizational development, compensation and benefits, safety and information technology. 

When Pat formally re-careered into academia in 2006, she brought her extensive policy development and competency system design experience to her role as an educator. In East Greenwich, Pat instituted a proficiency-based graduation system alongside a multi-faceted communication, compliance, education and reporting system that was endorsed by key stakeholders, including accrediting bodies.

Pat’s work and contributions to education, particularly in the area of project-based learning and financial capability, have been publicly acknowledged by entities including the RI STEM Center, Securities Industry Financial Management Association (SIFMA) and Visa.  As the 2014 RI Teacher of the Year, Pat’s platforms center on breaking down the perceived wall between the classroom and workplace through collaborative partnerships and championing the development of financial capability in today’s youth.