|
Container
|
Title
|
|
2012/211
|
Part 1 (2012/211, Audio 1665A/1-18): Original Collection, 2001-2010
8.4 c.f. (8 record center cartons and 1 archives box), 9 videorecordings (in 1 video box), 18 audio recordings, and 1.52 gigabytes (666 files)
: Records from the Department of Financial Institution's Office of Financial Literacy, on institutes and conferences associated with the Governor's Council on Financial Literacy, 2001-2010. Records span the administrations of Governor Scott McCallum and Governor Jim Doyle. Included are records on the National Institute of Financial and Economic Literacy (known as the Wisconsin Institute of Financial and Economic Education through 2004), 2001-2010; the following conferences of Governor Scott McCallum, 2001-2003: Task Force on Financial Education, Summit on Venture Capital, Personal Finance Conferences, and Youth Enterprise Academies; and the following conferences of Governor Jim Doyle, 2006-2010: Wisconsin Indian Business Conference, Council on Financial Literacy, including records on Financial Literacy Awards ceremonies, and Money Smart Week Wisconsin. Records consist of agendas, PowerPoint presentations, and other program materials handed out at the conferences; and planning materials. Also included are VHS videotapes of conference proceedings and TV news spots relating to the conferences; tape recordings of conference proceedings; and some electronic program materials, working files, photographs, and other records.
|
|
|
National Institute of Financial and Economic Literacy
|
|
|
2001
|
|
|
Box
1
Folder
1
|
General
|
|
|
Box
1
Folder
2
|
Evaluations
|
|
|
Box
1
Folder
3
|
Final documents
|
|
|
Box
1
Folder
4
|
Program materials
|
|
|
, 2002 (Madison and Milwaukee)
|
|
|
Box
1
Folder
5-6
|
General
|
|
|
Box
1
Folder
7-8
|
Evaluations
|
|
|
Box
1
Folder
9
|
Evaluation summary
|
|
|
Program materials
|
|
|
Box
1
Folder
10-11
|
Milwaukee, July 24-25
|
|
|
Box
1
Folder
12-13
|
Madison, August 5-9
|
|
|
, 2003 (Madison and Milwaukee)
|
|
|
Box
1
Folder
14-15
|
General
|
|
|
Box
1
Folder
16-18
|
Evaluations
|
|
|
Program materials
|
|
|
Box
1
Folder
19-20
|
Milwaukee, July 21-25
|
|
|
Box
1
Folder
21-23
|
Madison, August 4-8
|
|
|
Video
1
|
WMTV (Channel 15) news spot (Madison conference)
VHS videocassette
|
|
|
2004
|
|
|
Box
1
Folder
24
|
General
|
|
|
Box
1
Folder
25
|
Brochures
|
|
|
Box
1
Folder
26
|
Evaluations
|
|
|
Box
1
Folder
27
|
Photographs (digital photo prints)
|
|
|
Box
1
Folder
28
|
First Lady Jessica Doyle luncheon, July 14
|
|
|
Program materials
|
|
|
Box
1
Folder
29-30
|
Financial milestones and entrepreneurship week, June 21-25
|
|
|
Box
1
Folder
31
|
Understanding vehicle financing
|
|
|
Box
2
Folder
1
|
Saving, investing and insurance week, July 12-16
|
|
|
Box
2
Folder
2-5
|
Credit and money week, August 2-6
|
|
|
2005
: Name changed to Wisconsin Institute of Financial and Economic Education
|
|
|
Box
2
Folder
6
|
General
|
|
|
Box
2
Folder
7
|
Press releases
|
|
|
Box
2
Folder
8
|
Evaluation results
|
|
|
Box
2
Folder
9
|
Post institute mailings
|
|
|
Program materials
|
|
|
Box
2
Folder
10-17
|
Paychecks, financial contracts and entrepreneurship, June 20-24
|
|
|
Box
2
Folder
18-22
|
Saving, investor education and insurance, July 11-15
|
|
|
Box
2
Folder
23-24
|
Credit and money, August 1-5
|
|
|
2006
|
|
|
Box
3
Folder
1
|
General
|
|
|
Box
3
Folder
2
|
Testimonials
|
|
|
Program materials
|
|
|
Box
3
Folder
3-7
|
Paychecks, financial contracts and entrepreneurship, June 19-23
|
|
|
Box
3
Folder
8-10
|
Investor education, economic basics and insurance, July 10-14
|
|
|
Box
3
Folder
11-12
|
Credit and money, July 31-August 4
|
|
|
2007
|
|
|
Box
3
Folder
13-14
|
General
|
|
|
Box
3
Folder
15
|
Agendas
|
|
|
Box
3
Folder
16
|
Thank you notes
|
|
|
Box
3
Folder
17
|
Evaluations
|
|
|
Program materials
|
|
|
Box
3
Folder
18-21
|
Paychecks, financial contracts and entrepreneurship, June 18-22
|
|
|
Box
3
Folder
22-24
|
Investor education, economics and insurance, July 9-13
|
|
|
Box
4
Folder
1
|
Investor education, economics and insurance, July 9-13 (continued)
|
|
|
Box
4
Folder
2-5
|
Credit and money, July 30-August 3
|
|
|
Box
4
Folder
6-7
|
Pamphlets and handouts, miscellaneous
|
|
|
2008
|
|
|
Box
4
Folder
8
|
General
|
|
|
Box
4
Folder
9
|
Photographs
|
|
|
Box
4
Folder
10
|
Binder originals
|
|
|
Program materials
|
|
|
Box
4
Folder
11-16
|
Paychecks, financial contracts and entrepreneurship, June 23-27
|
|
|
Box
4
Folder
17-19
|
Investor education, economics and insurance, July 14-18
|
|
|
Box
4
Folder
20-21
|
Credit and money, August 4-8
|
|
|
Box
4
Folder
22
|
Miscellaneous
|
|
|
2009
|
|
|
Box
4
Folder
23
|
General
|
|
|
Box
4
Folder
24
|
Evaluations
|
|
|
Program materials
|
|
|
Box
5
Folder
1-2
|
Paychecks, financial contracts and entrepreneurship, June 22-26
|
|
|
Box
5
Folder
3
|
Investor education, economics and insurance, July 13-17
|
|
|
Box
5
Folder
4-5
|
Credit and money, August 3-7
|
|
|
Electronic Folder
|
Program materials and working files
133 files
|
|
|
2010
|
|
|
Box
5
Folder
6
|
General
|
|
|
Electronic Folder
|
Program materials, working files, and group photographs of participants at institutes, 2001-2010
170 files
|
|
|
Governor Scott McCallum's conferences
|
|
|
Governor's Task Force on Financial Education, 2002
|
|
|
Box
5
Folder
7-8
|
General
|
|
|
Box
5
Folder
9-11
|
Program materials
|
|
|
Box
5
Folder
12
|
Program matrix
|
|
|
Meetings
|
|
|
Box
5
Folder
13-19
|
Paper meeting materials, January-June
|
|
|
Video
2-4
|
Videorecordings of meetings, April-June
3 VHS videocassettes
|
|
|
1665A/1-5
|
Audio recordings of meetings, March-April
5 cassette tapes
|
|
|
2012/211
Box
5
Folder
20
|
Research documents
|
|
|
Governor's Summit on Capital (Venture Capital)
|
|
|
2001 summit
|
|
|
Box
5
Folder
21
|
Program materials
|
|
|
Video
5
|
Pre-summit seminar, February 26
VHS videocassette
|
|
|
Video
6-8
|
Summit video recording, parts 1 and 3-4
3 VHS videocassettes
|
|
|
Audio recordings of summit, February 28
8 DAT tapes
|
|
|
1665A/6
|
Benchmarking Today, 8:30 AM
|
|
|
1665A/7
|
Catching the Wave, 10:15 AM
|
|
|
1665A/8
|
State Strategies, 10:15 AM
|
|
|
1665A/9
|
Institutional Investors, 10:15 AM
|
|
|
1665A/10
|
Equity Capital, 11:30 AM
|
|
|
1665A/11
|
Human Capital, 1:30 PM
|
|
|
1665A/12
|
Investing in Wisconsin, 1:30 PM
|
|
|
1665A/13
|
Untitled, 3:00 PM
|
|
|
2012/211
|
2002 summit
|
|
|
Box
5
Folder
22-23
|
Program materials
|
|
|
Box
5
Folder
24
|
Planning
|
|
|
Box
5
Folder
25
|
Advisory/Agenda Committee
|
|
|
Box
5
Folder
26
|
Agenda items
|
|
|
Box
6
Folder
1
|
Marketing
|
|
|
Box
6
Folder
2
|
Marketing Committee
|
|
|
Audio recordings of summit
5 cassette tapes
|
|
|
1665A/14-15
|
Pre-summit, March 19
|
|
|
1665A/16-17
|
Morning general session, March 20
|
|
|
1665A/18
|
Biotechnology session
|
|
|
2012/211
Box
6
Folder
3
|
Invest Wisconsin records
|
|
|
Personal Finance Conferences (Money Conferences)
|
|
|
Box
6
Folder
4
|
2000, general
|
|
|
2001
|
|
|
Box
6
Folder
5
|
General
|
|
|
Box
6
Folder
6
|
Press kit
|
|
|
Box
6
Folder
7-8
|
Marketing/media
|
|
|
2002
|
|
|
Box
6
Folder
9
|
General
|
|
|
Box
6
Folder
10
|
Beloit
|
|
|
Box
6
Folder
11
|
Milwaukee
|
|
|
Box
6
Folder
12
|
Madison
|
|
|
Box
6
Folder
13
|
Press kit
|
|
|
Box
6
Folder
14-17
|
Marketing/media
|
|
|
Youth Enterprise Academy
|
|
|
Box
6
Folder
18-20
|
Madison, 2001-2003
|
|
|
Box
6
Folder
21-22
|
University of Wisconsin-Milwaukee, 2001-2002
|
|
|
Governor Jim Doyle's conferences
|
|
|
Governor's Council on Financial Literacy
|
|
|
Box
6
Folder
23-24
|
General
|
|
|
Box
6
Folder
25
|
Media
|
|
|
Box
6
Folder
26
|
Committees
|
|
|
Box
6
Folder
27-39
|
Meetings, 2006-2010
|
|
|
Box
6
Folder
40
|
Financial literacy report, 2011
|
|
|
Electronic Folder
|
Meeting materials, committee materials, and working files
169 files
|
|
|
Governor's Financial Literacy Awards
|
|
|
2006
|
|
|
Box
6
Folder
41
|
General
|
|
|
Box
6
Folder
42
|
Awards ceremony
|
|
|
Box
6
Folder
43
|
Award nominations
|
|
|
Box
7
Folder
1
|
Working papers
|
|
|
Box
7
Folder
2
|
Committee score cards
|
|
|
Box
7
Folder
3-22
|
Grant applications
|
|
|
2007
|
|
|
Box
7
Folder
23
|
Awards ceremony
|
|
|
Box
7
Folder
24-25
|
Award nominations
|
|
|
Box
7
Folder
26
|
Award letters
|
|
|
Box
7
Folder
27
|
Score sheets
|
|
|
Box
7
Folder
28
|
School lists, benchmarks
|
|
|
Box
7
Folder
29-58
|
Grant applications, by applicant name, A-Z
|
|
|
2008
|
|
|
Box
7
Folder
59
|
General
|
|
|
Box
7
Folder
60
|
Meeting, January
|
|
|
Box
7
Folder
61
|
Awards ceremony
|
|
|
2009
|
|
|
Box
7
Folder
62
|
Awards ceremony
|
|
|
Box
7
Folder
63
|
Committee results
|
|
|
Box
7
Folder
64-83
|
Award nominations, by nominee name, A-Z
|
|
|
2010
|
|
|
Box
7
Folder
84-85
|
General
|
|
|
Electronic Folder
|
Awards ceremony working files and group photograph
15 files
|
|
|
Money Smart Week Wisconsin
|
|
|
2006
|
|
|
Box
7
Folder
86
|
General
|
|
|
Box
7
Folder
87
|
Website instructions
|
|
|
Box
7
Folder
88
|
Programs
|
|
|
Box
7
Folder
89
|
Midwest regional conference, Chicago
|
|
|
Box
7
Folder
90
|
Executive residence event, April 25
|
|
|
Box
7
Folder
91
|
AARP financial literacy programs
|
|
|
Box
7
Folder
92
|
Evaluations
|
|
|
Box
7
Folder
93
|
Press kit
|
|
|
Box
7
Folder
94
|
Complaints/inquiries
|
|
|
Box
7
Folder
95
|
Dane County
|
|
|
Box
7
Folder
96-97
|
Hayward
|
|
|
Video
9
|
WKOW TV (Channel 27) news spot, October 4
VHS videocassette
|
|
|
Box
8
Folder
1
|
Chippewa Valley Bankers Association, Federal Reserve Bank of Minneapolis
|
|
|
Box
8
Folder
2
|
Manitowoc
|
|
|
Box
8
Folder
3
|
Milwaukee
|
|
|
Box
8
Folder
4
|
Sheboygan
|
|
|
Box
8
Folder
5
|
Media and marketing materials
|
|
|
Box
8
Folder
6
|
Newspaper articles
|
|
|
Box
8
Folder
7
|
History
|
|
|
Electronic Folder
|
Program DVD for Dane County, Milwaukee Area and Sheboygan County
15 files
|
|
|
Electronic Folder
|
“Money Smart Native Youth: Sharing Lessons Learned” webinar
1 file
|
|
|
2007
|
|
|
Box
8
Folder
8-9
|
General
|
|
|
Box
8
Folder
10
|
Distributions
|
|
|
Box
8
Folder
11
|
Website
|
|
|
Box
8
Folder
12
|
Media tool kit
|
|
|
Box
8
Folder
13
|
Kick off events
|
|
|
Box
8
Folder
14
|
Dane County
|
|
|
Box
8
Folder
15
|
Eau Claire
|
|
|
Box
8
Folder
16
|
Fond du Lac
|
|
|
Box
8
Folder
17
|
Fox cities
|
|
|
Box
8
Folder
18
|
Green Bay
|
|
|
Box
8
Folder
19
|
La Crosse
|
|
|
Box
8
Folder
20
|
Madison
|
|
|
Box
8
Folder
21
|
Manitowoc
|
|
|
Box
8
Folder
22
|
Milwaukee
|
|
|
Box
8
Folder
23
|
Northwest Wisconsin
|
|
|
Box
8
Folder
24
|
Rice Lake
|
|
|
Box
8
Folder
25
|
Sheboygan
|
|
|
Box
8
Folder
26
|
Spooner
|
|
|
Box
8
Folder
27
|
Wausau
|
|
|
Box
8
Folder
28
|
West Bend
|
|
|
Box
8
Folder
29
|
Mad City Money, La Follette High School
|
|
|
Box
8
Folder
30
|
Financial Football, Wisconsin premier
|
|
|
Box
8
Folder
31
|
Evaluations
|
|
|
Box
8
Folder
32
|
Media hits
|
|
|
2008
|
|
|
Box
8
Folder
33
|
General
|
|
|
Box
8
Folder
34
|
Kick off/premier events
|
|
|
Box
8
Folder
35
|
Chicago Federal Reserve Bank President Charlie Evans visit
|
|
|
Box
8
Folder
36
|
Lambeau Field, Economics Wisconsin
|
|
|
Box
8
Folder
37
|
Dane County
|
|
|
Box
8
Folder
38
|
Fond du Lac County
|
|
|
Box
8
Folder
39
|
Fox cities
|
|
|
Box
8
Folder
40
|
Green Bay area
|
|
|
Box
8
Folder
41
|
Northwest Wisconsin
|
|
|
Box
8
Folder
42
|
Website
|
|
|
Box
8
Folder
43
|
Capitol lighting
|
|
|
Box
8
Folder
44
|
Phone bank idea for Money Smart Week 2009
|
|
|
2009
|
|
|
Box
8
Folder
45
|
Special events
|
|
|
Box
8
Folder
46
|
Media
|
|
|
Box
8
Folder
47
|
Print materials
|
|
|
Box
8
Folder
48
|
Wrap up, Oshkosh, 2010 February
|
|
|
Box
8
Folder
49
|
Website
|
|
|
Box
8
Folder
50
|
Dane County
|
|
|
Box
8
Folder
51
|
Dodge County
|
|
|
Box
8
Folder
52
|
Fond du Lac
|
|
|
Box
8
Folder
53
|
Fox cities
|
|
|
Box
8
Folder
54
|
Green Bay
|
|
|
Box
8
Folder
55
|
Kenosha
|
|
|
Box
8
Folder
56
|
Knapp
|
|
|
Box
8
Folder
57
|
La Crosse
|
|
|
Box
8
Folder
58
|
Lac Courte Oreilles
|
|
|
Box
8
Folder
59
|
Milwaukee
|
|
|
Box
8
Folder
60
|
Northwest Wisconsin
|
|
|
Box
8
Folder
61
|
Sheboygan
|
|
|
Box
8
Folder
62
|
Wausau
|
|
|
Box
8
Folder
63
|
Winnebago
|
|
|
Electronic Folder
|
Newspaper articles and conference photographs
37 files
|
|
|
2010
|
|
|
Box
8
Folder
64
|
General
|
|
|
Box
8
Folder
65
|
Wrap up, 2011 January
|
|
|
Box
8
Folder
66
|
Surveys
|
|
|
Electronic Folder
|
Working files and conference photographs
126 files
|
|
|
Wisconsin Indian Business Conference
|
|
|
2008
|
|
|
Box
8
Folder
67-68
|
General
|
|
|
Box
8
Folder
69
|
Agenda Committee
|
|
|
Box
9
Folder
1
|
Leveraging Partnerships Panel
|
|
|
Box
9
Folder
2
|
Legal Systems Panel
|
|
|
2009
|
|
|
Box
9
Folder
3
|
General
|
|
|
Box
9
Folder
4
|
Brochure/booklet
|
|
|
Box
9
Folder
5
|
Agenda
|
|
|
Box
9
Folder
6
|
Sessions
|
|
|
Box
9
Folder
7-8
|
Uniform Commercial Code Article 9 workshop
|
|
|
Box
9
Folder
9
|
State bar
|
|
|
Box
9
Folder
10
|
Wisconsin Indian Business Alliance questionnaire
|
|
|
Box
9
Folder
11
|
PowerPoint presentations and handouts
|
|
|
Box
9
Folder
12
|
Minority business development
|
|
