2017 Workplace Financial Education Honor Roll Application
RequiredRequired Question(s)
A.  BUSINESS/ORGANIZATION'S INFORMATION
 
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Please enter the information indicated below.

Company Name:
Address 1:
Address 2:
City:
State/Province
(US/Canada):
Postal Code:

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Website:
 

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Name of CEO or President of company:

 

 

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Phone:

 

 

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Email:

 

 

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Provide the name, title and email address of the key person(s) responsible for implementing/managing the workplace financial education program.

 

 

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Provide name and title of person to contact for the purposes of this award along with their phone and email:

 

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B.  PROGRAM ELIGIBILITY AND LENGTH OF OFFERING

1.  Longevity of Program

How long has the workplace financial education program been available for employees?  

 

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Has your organization committed to provide this program for at least another 12 months?
Yes
No
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2.  Eligibility
Number of employees at the location(s) where education has been offered:

 

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Percentage of total employee populations who were invited/eligible to participate:
 

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Eligibility requirements (what criteria was used to determine who would be invited to participate in education)?  Please provide brief, concise explanation.
 

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3.  Participation
During the prior year in which the program was offered, provide: 
total # of employees

 

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# of employees eligible to participate
 

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# of employees who participated
 

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C.  PROGRAM DESCRIPTION
1.  What topics are included in your organization's workplace education offering (check all that apply)?  OR you may email an official program listing to us at louisianajumpstart@gmail.com.
BANKING BASICS
BUDGETING
FUNDAMENTALS OF LOANS
SAVING AND INVESTING
CREDIT CARDS
CREDIT REPORT AND SCORE
RETIREMENT PLANNING
HOME OWNERSHIP
EMPLOYEE BENEFITS PROGRAM
INSURANCES
IDENTITY THEFT
Other  
  • Comment:

  • 500 characters left.
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2.  What tools are provided to assist education participants to take action/improve their finances?

Check all that apply:  

Live workshops (generally 2 or more hour meetings covering multiple topics and involving the audience in discussion and activities)
Live lunch and learns (short 30-minute to 1-hour meetings on specific topics)
Online education
One-on-one educational meetings
One-on-one advice meetings
Written communications
Other  
  • Comment:

  • 500 characters left.

Optional Information You May Want to Include:

D.  FINANCIAL EDUCATION RESULTS

What evidence or confirmation of learning can you provide?  Please provide evidence of learning and improved financial wellness.  This can be in the form of stories of success, testimonials, results of pre- and post-testing, improvements in savings trends, increased utilization of benefits, etc.   Details can be emailed to us at:  louisianajumpstart@gmail.com.   Please tell us below if you are submitting results data.

 

1000 characters left.
E.  SPECIAL OR UNIQUE PROGRAM DETAILS
What other elements are part of your financial education campaign that you feel sets your program apart from others OR makes it more effective?

We hold a graduation ceremony.
We integrate our financial wellness strategy in with other company benefits or incentive programs.
We offer a company-paid incentive to those who participate.
Other  
  • Comment:

  • 500 characters left.