Events
  May 2, 2006 - Family Credit Counseling Service and Federal Reserve Bank of Chicago re-introduces Get Checking to Chicago market during Money Smart week
 
  November 2-3, 2005 - First Annual Get Checking Conference

Get Checking Annual Conference Summary

The purpose of our very first Get Checking Annual Conference is to both highlight the expansion, key achievements and national influence Get Checking has experienced this past year and more importantly, express tremendous gratitude to all our partners continually supporting and promoting Get Checking.

The conference agenda focuses around the importance of collaboration, strategic program alliances, and exchange of ideas to improve and build Get Checking nationwide. Partners will be introduced to the members of Get Checking’s Advisory Committee, a select group of program supporters sharing the same vision, desire and commitment to help the millions of un-banked in the U.S.

This event is a very exciting milestone for Get Checking. We hope you will join us to learn, share and celebrate one of the most successful and important financial literacy programs in the country.

Wednesday, November 2nd:
Cocktail Reception6:00 pm - 7:00 pm
Dinner and Award Ceremony7:00 pm - 9:00 pm
Thursday, November 3rd:
Breakfast7:30 am - 8:30 am
Get Checking Main Session8:30 am - 10:30 am
Get Checking: Past, Present and Future
Melanie Trausch, Get Checking National Program Director
Paul Haussman, Get Checking National Education Director
America Saves and Get Checking: The Perfect Pair
Internal Revenue Service SPEC Coalition: Get Checking Is the Perfect Financial Education Piece for EITC Benefit Recipients
Darrell Lloyd, Chief of Financial Partnerships, Internal Revenue Service
Federal Reserve Board: Why Get Checking Is a Great CRA Program
Glenda Wilson, Community Affairs Officer, Federal Reserve Bank of St. Louis
Break10:30 am - 10:40 am
Breakout Sessions10:40 am - 12:00 pm
Educational Partners - Topics
Marketing to Consumers
Marketing to Financial Institutions
Nurturing Relationships with Financial Institution Partners
Get Checking Successes and Opportunities Across the Country
Peer Exchange
Financial Institution Partners - Topics
How to Maximize Get Checking Participation
Type of Accounts to Offer Get Checking Graduates
Tracking Get Checking Graduate Accounts; Importance and Benefits
Risk Management and Due Diligence
Nurturing Relationships with Educational Partners
Peer Exchange
Lunch12:00 pm - 1:00 pm
Wrap-Up: Recapping Breakout Sessions1:00 pm - 2:00 pm

For more information about this event, please call 480-629-7683 or email inquiry to getchecking@efunds.com
Scottsdale, AZ
 
  September 23, 2005 - National Program Awareness Luncheon

Get Checking Awareness Luncheon Summary

This luncheon event is where national press, such as American Banker, will learn about Get Checking and why it is garnering the interest of so many in our industry.

Getting the press to ignite awareness with consumers, financial institutions, educational organizations, and government agencies about this excellent initiative providing the un-banked the opportunity to enjoy the benefits of mainstream financial services and get involved in markets that Get Checking is currently not offered is our objective.

Get Checking is helping has already helped over 8,900 consumers and gain access to mainstream financial services through focused education and a guaranteed deposit account upon course completion.

Congresswoman Gwen Moore, Advisory Committee Members, and key financial literacy and consumer advocates from the Federal Reserve, Internal Revenue Service, National Consumers League and more will be center stage to support and endorse Get Checking.

Agenda
Introductions10:00 AM - 10:05 AM
 
Congresswoman Gwen Moore, Fourth Congressional District10:05 AM - 10:15 AM
 
Melanie Trausch, eFunds Corporation
Paul Haussman, University of Wisconsin Milwaukee
Get Checking Directors		10:15 AM - 10:35 AM
 
Stephen D. Hannan, President
National Association of Consumer Agency Administrators		10:35 AM - 10:45 AM
 
Susan Grant, Vice President Public Policy and Director, NFIC
National Consumers League		10:45 AM - 10:55 AM
 
Sibyl Howell, Regional Community Development Manager
Federal Reserve Bank of Atlanta		10:55 AM - 11:05 AM
 
Darrell Lloyd, Chief of Financial Institution Partnerships
Wage and Investment Product & Partnership Development
Internal Revenue Service		11:05 AM - 11:15 AM
 
Dr. Michael Gutter, Assistant Professor, University of Wisconsin
Dr. Elizabeth Kiss, Assistant Professor, Purdue University
USDA Cooperative Extension State Research, Education & Extension Service		11:15 AM - 11:25 AM
 
Consumer Testimony - Get Checking Graduate11:25 AM - 11:30 AM
 
Q & A11: 30 AM - 11:50 AM
 
Break11: 50 AM - 12:00 PM
 
Lunch12:00 pm - 1:00 pm

For more information about this event, please call 480-629-7683 or email inquiry to getchecking@efunds.com
Washington, D.C.
 
Last updated March 17, 2008