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FAST FORWARD Building the Profession of Tomorrow

FAST FORWARD Building the Profession of Tomorrow. 360 Degrees of Financial Literacy’s 10 th Anniversary Ernie Almonte, CPA, CGMA Chair, National CPA Financial Literacy Commission Spring Council | May 18-20, 2014. One united effort of the CPA profession. All state CPA societies.

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FAST FORWARD Building the Profession of Tomorrow

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  1. FAST FORWARD Building the Profession of Tomorrow 360 Degrees of Financial Literacy’s 10th Anniversary Ernie Almonte, CPA, CGMA Chair, National CPA Financial Literacy Commission Spring Council | May 18-20, 2014

  2. One united effort of the CPA profession All state CPA societies 2,500+ events Thousands of CPA volunteers 70 million website visits 1.5 billion+ media impressions + 10.9 trillion+ Feed the Pig impressions = 360 Degrees of Financial Literacy

  3. Recognized for our expertise

  4. Driving change in state and local governments

  5. First and only national financial literacy public service campaign

  6. Improving Americans’ financial future Fewer young adults say they procrastinate on saving money: 46% in 2006 vs 41% in 2012. Since 2006, significant increase in the percentage of young adults who report saving money regularly. Increased percentage of young adults who report they are excellentor pretty good at managing money: 50% in 2006 to 62% in 2013. Two-thirds of young adults feel financially stable.

  7. Educating the next generation

  8. Celebrating CPA guidance

  9. Helping in times of crisis

  10. Shedding light on the Federal financial statements

  11. Building on our expertise

  12. Thank you so much. Because of your program, I have made a massive change in my life as far as my money is concerned. -- Consumer The financial education efforts of the CPA profession are making a difference to this country. -- Member, President’s Advisory Council Teaching financial literacy continues to be one of the most gratifying activities of my career. -- CPA Volunteer

  13. Please stand, if you: • Served on the Grassroots Mobilization Team, chaired by Jimmy Williamson, or National CPA Financial Literacy Commission • Served on your state CPA society’s financial literacy task force or committee • Provided financial advice to a reporter for a story or volunteered in a financial literacy effort • Gave tax advice to a family member or friend • Explained to your child, niece or nephew the value of money

  14. Thank You

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