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Third Annual Financial Literacy Roundtable to be held on Wednesday

Event will highlight the state’s work and challenge Minnesotans to engage in financial literacy

April 23, 2013

For Immediate Release:

SAINT PAUL, MN – Minnesota’s Financial Literacy Month highlighted the importance of ongoing financial education for Minnesotans from Kindergarten to retirement at nearly 40 consumer outreach events involving ten state agencies.  More than 100 stakeholders from state and local government, community organizations, non-profits, financial institutions, and foundations will gather at Neighborhood House in Saint Paul for the Third Annual Financial Literacy Roundtable.

Minnesota Department of Commerce Commissioner Mike Rothman convened the first Roundtable in 2011 to gather recommendations from financial literacy stakeholders.  

“Minnesota’s financial literacy community delivers financial education for all of life’s stages - from Kindergarten to retirement,” said Commissioner Rothman. “The goal is to strengthen our partnerships and resources so that every Minnesotan has an opportunity for financial security.”

The majority of the action steps initially collected formed a Financial Literacy Action Plan and was achieved in the first year, which has created the framework for Minnesota’s Financial Literacy Vision.  Over the past year, Minnesota’s financial literacy coalition has received national attention due to the comprehensive steps outlined in the Action Plan: 

  • Convening the first-ever Minnesota Interagency Work Group on Financial Literacy
  • Consistent, timely, and relevant consumer alerts aimed at fraud awareness and prevention
  • Beginning the development of consumer-friendly online content for financial literacy
  • Developing consumer outreach efforts for senior citizens, immigrants, and communities of color
  • Discussing opportunities for public-private partnerships with financial institutions and other stakeholder groups
  • Improving coordination and partnerships with federal agencies including the U.S. Treasury, Consumer Financial Protection Bureau, and Federal Reserve Bank
  • More actively participating in financial literacy outreach events and programming
  • Supporting financial literacy opportunities for state employees
  • Continuing to host Financial Literacy Roundtable conversations on an annual basis

The Third Annual Financial Literacy Roundtable will provide another opportunity for all stakeholders to review and celebrate progress made in 2012, and help challenge Minnesota to do more in the upcoming year. 

The event will feature presentations by leaders from ten state agencies; a keynote address from Chris Farrell from American Public Media’s weekly show “Marketplace Money;” a mini-town hall focusing on the impact of financial literacy across sectors with: Nathan Dungan (Share Save Spend), Keith Roberts (Optum Health), Dana Nelson (GiveMN), Bob Kaitz (Best Prep), Amy Brenengen (Federal Reserve of Minneapolis), and Dave Snyder (Asset Building Coalition); and remarks from Skip Humphrey (CFPB) on consumer protection and financial literacy.

The event is free, and open to the press and public.


The following is the agenda for the Financial Literacy Roundtable event (.pdf) on April 24, 2013. The event will begin at 1:00pm at Neighborhood House in Saint Paul (179 Robie Street East).

1:00 P.M. – Convene

1:05 PM – Opening Remarks – Commissioner Mike Rothman 

1:20 PM – Keynote Speaker Chris Farrell 

  • The overall importance of Financial Literacy to the economy
  • Financial Literacy is important to everyone in every walk of life 
  • Financial Literacy as a community effort (i.e., “it takes a village”) and an ongoing process

1:55 PM – Update from Ten State Agencies 

2:20 PM          Mini-Town Hall

  • Nathan Dungan, Share Save Spend
  • Keith Roberts, Optum Health
  • Dana Nelson, GiveMN
  • Bob Kaitz, Best Prep
  • Amy Brenengen, Federal Reserve of Minneapolis
  • Dave Snyder, Asset Building Coalition

3:10 PM          Skip Humphrey, Consumer Financial Protection Bureau 

3:45 pm         Wrap up and call to action – Commissioner Rothman