In June 2016 Louisiana passed legislation (Act 624) requiring Personal Finance to be integrated into existing coursework beginning in the 2016-17 school year.

In order to make this transition easier The Louisiana Council for Economic Education (LCEE) and Nepris have teamed up, with the support of the Allstate Foundation and Home Bank, to bring teachers a Turn-Key Financial Literacy $olution for their classroom!

The LCEE/Nepris Turn-Key Financial Literacy $olution connects teachers with personal finance experts, education outreach professionals, financial services providers, community organizations, bank/credit union executives, insurance agents, wealth managers, CPA’s, certified volunteers, and more, virtually.

Teachers can connect their classrooms to interactive and engaging sessions with financial literacy experts; bringing education to life as students gain real-world insight and become empowered to build a future of financial freedom.

Teachers and Professionals can sign up for free by clicking below!

Sign In Sign Up

Questions? Contact Laura@Lcee.org

lcee

A very special thanks to Nepris for not only making this resource possible, but for positively impacting student outcomes and enhancing education throughout Louisiana, and across the United States!

LCEE programs are made possible, in part, by a grant from the Allstate Foundation


Select from one of the recently completed Financial Literacy sessions below or search the video library for more!

Selected Financial Literacy Videos

We are learning the importance of saving money. We will be discussing our wants and needs; and how we plan to purchase these things. The students will begin planning a budget for themselves. 

Mary Martha , JOHN W AND MARGIE STIPES EL , Adi Garg , H.D. Vest Financial

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Principles of Business.Many students are not in the business pathway and don't understand why they need to know "business basics" if that is not their career.  At this point in time we are studying management, human resources, culture and...

Sheryl Vonruff , ROBERT TURNER COLLEGE & CAREER HS , Stacy Gerke , Ingram Micro

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We are studying financial literacy which is a new overall concept for 5th and 6th graders.  Students need an understanding of debit and credit cards, checks and electronic payments as well as an understanding of the the advantages and...

Crystal Althof , ROSCOE EL , Tom Lansburg , Retired

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Our class is studying the following strands: Banking and Finance, Methodology of Academic and Personal Success, and Career Prep

Dorothy Harris , CHAVEZ H S , Allan Gambrell , Gambrell Financial Advisors, Inc.

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The class will be overviewing Financial Management in the business world as well as Personnel Financial Services and Businesses that they as individual are likely to engage in. 

Jelane Honeysuckle , DUNCANVILLE H S , Jeff Weaver

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6.14(A) Compare the features and costs of a checking account and a debit card offered by different local financial institutions .6.14(B) Distinguish between debit cards and credit cards  6.14(C) Balance a check register that includes deposits,...

Mary Margaret Cruz , IMAGINE INTERNATIONAL ACADEMY OF NORTH TEXAS , Mark Bustamonte , Financial Education Services

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We are studying financial literacy and economics.

Debbie Napolitano , ALVARADO EL-NORTH , Mike Killian

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PERSONAL FINANCIAL LITERACY In Unit 6 students should have ample meaningful experiences with concepts of personal financial literacy. Students will learn the skills to manage one’s financial resources effectively for a lifetime of...

Courtney Winkler , NORTHRICH EL , Lonnie Mathews

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Our gifted and talented students will be participating in a Stock Market Game.  The Stock Market Game (SMG) will help students build a fundamental understanding of investing while providing them with real world skills practice in math,...

Kristen Wilkins , STARTZVILLE EL , Richard Roscelli , Renaissance Asset Management LLC.

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At the moment we are studying the different world economies and how they work.

Micheal Breedlove , R. B. STALL HIGH , Christina Cabral , Att

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We are covering financial management. Budgeting. Paying Bills. Writing checks. Checking accounts. Savings accounts. 

Shanetra Sneed , JACKSONVILLE HIGH SCHOOL , Richard Roscelli , Renaissance Asset Management LLC.

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Financial literacy. How borrowing money works from banks. Comparing Simple interest and compound interest. How to calculate the simple and compound interest.

Justin Guerra , HUDSON MIDDLE , Grace Harvey

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Tigers

Heather Russell , DAVIS EL , Debbie Congdon , In-Sync Exotics

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Our classes are studying personal financial literacy. Our students have had little exposure to banking institutions and how they operate. I would like for them to be able to hear about the types of services provided by a bank and maybe even see the...

Jennifer Smith , SPRING VALLEY EL , Angela Smucker , Central Texas Independent Insurance Services

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Career Clusters/Entrepreneurship specifically identifying pathways from high school to two- and four-year colleges, graduate school, and the workplace to link what they learn in school and what they can do in the future to start their own...

Lacrystal Horne , HIGH POINT CENTRAL HIGH , Benjamin Wiessner , Ornana Films

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Our class will be discussing career choices and entrepreneurship. 

Blanca Valencia , MANOR EXCEL ACADEMY , Nan Zhang , Hewlett Packard Enterprise

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Analyzing Transactions:  The Accounting EquationFrom the large, multi-national corporation down to the corner beauty salon, every business transaction will have an effect on a company's financial position. The financial position of a company is...

Lisa Yerby , Dwayne J. Briscoe

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We are starting the process of writing a business plan. 

Michael Fore , MANSFIELD H S , Pooja Krishna , Win Thinks Consutling

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Learning the process of and starting a business and writing a business plan. We'd love to talk to someone who was on Shark Tank and how they got there with their business idea.

Michael Fore , MANSFIELD H S , Lewis S. Robinson, III , Robinson Interests of Montana, Inc.

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Careers in the banking industry - We will be exploring all types of careers in the banking industry and specifically at Whitney Bank!

Paula Duplantis , Paula Duplantis , Whitney Bank

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The careers in finance, specifically a CPA

Janet Brophy , HAXTUN HIGH SCHOOL , D'Ontae Thibodeaux, CPA

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I am the Director of Sales and Marketing for a 4 Diamond Hotel is suburban New Orleans.  In my role I am responsible for strategically pricing the hotel to make sure that not only are all of the sleeping room filled, but that they are filled at...

MaryAnne Warwick , MaryAnne Warwick , New Orleans Marriott Metairie at Lakeway

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We will be studying credit, charitable giving, human capital and labor, income, scarcity and cost, and spending and saving. 

Stephanie Freese , PRESTONWOOD EL , Brent Sonnek-Schmelz , City Sports

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responsible credit card use and how fraud can easily occur when paying with a credit card especially when shopping on the internet; how to prevent fraud and identity theft

Jana Clarke , FLORESVILLE H S , Candice Carter , Imperva

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understanding money . counting and looking at coins 

Veronica Thomas , SPRINGRIDGE EL , A.K. Mishra , ACDi

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Economics- trade among countries

Lulu Walston , LAKE HIGHLANDS EL , Zachary Sears , Oxford Economics

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AT&T Employee OnlyBeginning budgeting: They are looking for mock (if they do not already have one) jobs, transportation, and a place to live. I will attach the assignment. I have told them to make it as real as possible because in a very short...

Shannon Lawson , DURANGO HIGH SCHOOL , Roman Salazar , AT&T

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Students are learning emerging budgeting skills, allowances, etc.

John Humphrey , PRESIDENTIAL MEADOWS EL , Roman Salazar , AT&T

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This year we have been working on different aspects of starting a business from the ground up. We have touched on advertising, marketing, supply & demand, pricing, leadership, common mistakes, goods vs. services and case studies on...

Lacrystal Horne , HIGH POINT CENTRAL HIGH , Richard Sagman , Twinspires.com

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Students will gain a brighter insight as to how science directly relates to the process of printing money. Students will get an exclusive behind the scenes tour of the labs at the Bureau of Engraving and Printing and the presenter will share...

Lisa Lynam , Lisa Lynam , Bureau of Engraving and Printing

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This presentation will offer insight into the basics of instruments & strategies used in Financial Planning & developing investment strategies. Early development of these skills will allow students to make significant use of time to there...

Richard Roscelli , Richard Roscelli , Renaissance Asset Management LLC.

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We want our soon to be graduating students to learn the importance of eating healthy on their own. 

Crystal Caulfield , Shefali Ajmera , webnutri weight, wellness, and diabetes clinic

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We are hoping to help our students learn how to make healthy meals.  

Leslie Hunter-Huff , Coach Trule , Trule

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Students need to develop an ability to understand and analyze credit.  Students have  a limited background knowledge of obtaining credit, saving, and banking.  Students need to obtain background knowledge about credit and how to...

Leslie Hunter-Huff , OMAR MOREL

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Financial dependancy

Lisa Devine , Bart Flewelling , Capital One

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Students need to develop an ability to understand and analyze credit.  Students have  a limited background knowledge of obtaining credit, saving, and banking.  Students need to obtain background knowledge about credit and how to...

LaToyia Greyer , James Haugen , East West Bank

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How to manage personal finances.

Cheryl Williams , Jim Hirchak , PJH Consulting Services, LLC

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We are a group of CTE and content teachers attending a Financial Fitness Bootcamp, interested in learning about how Nepris connects industry professionals to educators and classrooms specifically focusing careers in the areas of finance.

Mark Fry , Jim Hirchak , PJH Consulting Services, LLC

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What do Students need to have in their business plan part 1 IntroductionThis is part 1 of an ongoing business plan project for the whole school year. Students are writing their business plans. They want to be entrepreneurs and we are on...

Eduardo Escobedo , HARMONY SCIENCE ACAD (SAN ANTONIO) , Colin Dwan , Prologue Games

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What do Students need to have in their business plan.This is part of an ongoing business plan project for the whole school year. Students are writing their business plans. They want to be entrepreneurs and we are on part 1.

Eduardo Escobedo , HARMONY SCIENCE ACAD (SAN ANTONIO) , Frederick Beachum,AAMS , DayRoll,Inc

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What do Students need to have in their business plan.This is part of an ongoing business plan project for the whole school year. Students are writing their business plans. They want to be entrepreneurs and we are on part 1.

Eduardo Escobedo , HARMONY SCIENCE ACAD (SAN ANTONIO) , Rehmat Sumra , United Health

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Students read literary and informational texts to learn about hurricanes and their impact on Louisiana. Students understand of how history involves the sharing of memories and the differences between firsthand and secondhand accounts. Students...

Stacey Barrett , BOOTHVILLE-VENICE ELEMENTARY SCHOOL , Christopher Melhauser , NOAA National Weather Service

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My class is studying personal finance and budgeting.  Students are learning what life as an adult can really cost.  

Marlisha Kearney , EAST HIGH , Richard Roscelli , Renaissance Asset Management LLC.

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We are studying calculating sales tax by changing a percent to decimal and multiplying it by the purchase price. We are also studying what sales tax is and what it is used for.

Debbie Baldwin , HUDSON MIDDLE , Jim Hirchak , PJH Consulting Services, LLC

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What do Students need to have in their business plan.This is part of an ongoing business plan project for the whole school year. Students are writing their business plans. They want to be entrepreneurs.

Eduardo Escobedo , HARMONY SCIENCE ACAD (SAN ANTONIO) , Lindsey Frette , Pearson

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What do Students need to have in their business plan.This is part of an ongoing business plan project for the whole school year. Students are writing their business plans. They want to be entrepreneurs.

Eduardo Escobedo , HARMONY SCIENCE ACAD (SAN ANTONIO) , Paul McDermott , Self

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This presentation will offer insight into the basics of instruments & strategies used in Financial Planning & developing investment strategies. Early development of these skills will allow students to make significant use of time to their...

Richard Roscelli , Richard Roscelli , Renaissance Asset Management LLC.

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The students are learning the skills, traits and factors contributing to entrepreneurial success.

Eric Mathews , NORTH HIGH SCHOOL , Colin Dwan , Prologue Games

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Why information and accounting are important in making decisions.

Lisa Yerby , Jim Hirchak , PJH Consulting Services, LLC

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My students will be required to write a business plan as a sole proprietor.  They will follow the DECA guidelines visa deca.org.Their business plan must be completed to include a presentation (PPT) by December 22, 2016 

Deborah Maynard , SAN LEANDRO HIGH , Marc D. Williams , T-M-T Services International (TMTSI), LLC

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My students will be required to write a business plan as a sole proprietor.  Their business plan must be completed to include a presentation (PPT) by December 22, 2016 

Maria Gutierrez , ANTONIO GONZALEZ MIDDLE , Paul McDermott , Self

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My class is studying personal finance and budgeting.  Students are learning what life as an adult can really cost.  

Deside Mora , Marion Townes , M Townes Inc

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Students will learn how to balance a checkbook. They will also be looking at the difference between a credit card and debit card. 

Bobbie Morgan , HUDSON MIDDLE , Richard Roscelli , Renaissance Asset Management LLC.

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This presentation will offer insight into the basics of instruments & strategies used in Financial Planning & developing investment strategies. Early development of these skills will allow students to make significant use of time to their...

Richard Roscelli , Richard Roscelli , Renaissance Asset Management LLC.

Details

Professional Powerpoints

Lacrystal Horne , HIGH POINT CENTRAL HIGH , Norris Krueger , Entrepreneurship Northwest

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My class is studying personal finance and researching the different careers available in the finance world.

Lindsey Pippin , HINDS CO CAREER/TECHNICAL CENTER , Judith N Exantus , TD Bank

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The JAG 1 class is studying financial literacy.  During this unit, the students have been completing a monthly budget where random life events have been included.  Students have been given their occupation and had to decide if they wanted...

Melody Lollis , WESTSIDE HIGH , Jim Hirchak , PJH Consulting Services, LLC

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The class has been working on a budget for several months where they must pay bills, have life instances happen and have positive and negative outcomes so that each student must make choices in how to spend their money.  They have been keeping a...

Stacy Carlton , T. L. HANNA HIGH , Jim Hirchak , PJH Consulting Services, LLC

Details

My class is studying personal finance and budgeting.  Students are learning what life as an adult can really cost.  

Deside Mora , Marion Townes , M Townes Inc

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The number 1 regret that people have when thinking about their finances is that they did not begin to educate and work to maximize their understanding of financial opportunities and risks EARLIER IN LIFE!!! This presentation will offer insight...

Richard Roscelli , Richard Roscelli , Renaissance Asset Management LLC.

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Preparation for the next step in life. 

Samantha Griffin , Ronika (Ronika Moody) Gillon , Distinct Consulting Services LLC

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The students are wanting to learn about running a business, starting a business, and basic information about entrepreneurship. 

LaVida Chapman , Colin Dwan , Prologue Games

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Students need to develop an ability to understand and analyze credit.  Students have  a limited background knowledge of obtaining credit, saving, and banking.  Students need to obtain background knowledge about credit and how to...

Jill Arbogast , Shannon S. Hayes, CFEI , Epiphany Financial Foundations

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3.7(B) explain the impact of scarcity on the production, distribution, and consumption of goods and services 3.8(A) identify examples of how a simple business operates3.8(B) explain how supply and demand affect the price of a good or service3.8(C)...

Natalie Mahany , ROOSTER SPRINGS EL , Flor Serna , Electric Girls

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Jobs for Florida Graduates - Basically Career Education and business.

Roy Nelles , SOUTHEAST HIGH SCHOOL , Richard Roscelli , Renaissance Asset Management LLC.

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Currently, our class is engaged in understanding the cost of living on minimum wage vs a living wage. We have compared line item budgets for one individual and a family of three in our county of New Jersey. We have also studied the hotly contested...

Joseph F. Kriete , NEW BRUNSWICK HIGH , Richard Roscelli , Renaissance Asset Management LLC.

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The Bureau of Engraving Printing is the United States' exclusive printer of U.S. paper currency.  In honor of Engineering Week, BEP Quality Engineer Mr. Ron Tobb will present some pretty cool facts and video on the different machines and tools...

Lisa Lynam , Lisa Lynam , Bureau of Engraving and Printing

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We are studying all aspects of business management.  What's involved in opening a business.  How to deal with successes and failures. What are the pro's and con's of opening a traditional store front or Website only business. How do we...

Brent Farrar , STEPHENS COUNTY HIGH SCHOOL , Ignacio Yanez , CyberTECH San Diego - EIR program

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Jobs for Florida Graduates - Basically Career Education and business.

Brent Farrar , STEPHENS COUNTY HIGH SCHOOL , Angela Smucker , Central Texas Independent Insurance Services

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Our 5th graders will be participating in a Stock Market Game for a second time.  The Stock Market Game (SMG) will help students build a fundamental understanding of investing while providing them with real world skills practice in math, English...

MaryAnn Decker , BEAVERCREEK ELEMENTARY SCHOOL , Richard Roscelli , Renaissance Asset Management LLC.

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The number 1 regret that people have when thinking about their finances is that they did not begin to educate and work to maximize their understanding of financial opportunities and risks EARLIER IN LIFE!!! This presentation will offer insight...

Richard Roscelli , Richard Roscelli , Renaissance Asset Management LLC.

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Balancing check book and banking careers.

Melissa Brown , ARTHUR F. SMITH MIDDLE MAGNET SCHOOL , Rhonda Wright, MBA , Caliber Home Loans

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My Principles of Business class is studying the Stock Market. We are learning the vocabulary, such as, stocks, high, low, corporation, partnerships, personal liability, closing price, volume, etc while playing the stock market game (SMG).The students...

Sarah Newman , GLENMORA HIGH SCHOOL , Bernard H. Robertson III , Robertson Wealth Advisors, LLC.

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This year we have been working on different aspects of starting a business from the ground up. We have touched on advertising, marketing, supply & demand, pricing, leadership, common mistakes, goods vs. services and case studies on...

Lea Ann Fisher , PINEVILLE HIGH SCHOOL , Sabari Raja , Nepris Inc

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Entrepreneurship in todays market.

Avery Sherrod , Marc D. Williams , T-M-T Services International (TMTSI), LLC

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People work to meet personal, financial, and societal needs.  

Oates Jessica , SPICEWOOD EL , Jim Hirchak , PJH Consulting Services, LLC

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These students are exploring possible careers

Amanda Steines , CLINTON HIGH SCHOOL , Baseemah Nance, CPA , SAN Jacinto

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Discuss the importance of creating a monthly budget if you are headed to college or preparing to spend your first paycheck. 

Phyllis Phillips , Phyllis Phillips , Louisiana Association for Personal Financial Achievement

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What's the real deal with student loans? In this session the presenter will share valuable tips and information about navigating student loans, and explore the impact of debt on all aspects of their lives- including relationships!

Blaine Grimes , Blaine Grimes , Campus Federal Credit Union

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Learning to distinguish between wants and needs can be difficult for 6 year olds- or 26 year olds! In this session students will learn to decide between the two - without taking the fun out of life- and explore how this kind of decision making can...

Robert Baer , Robert Baer , Fidelity Bank LA

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What do the numbers mean on a credit score???Understanding credit scores (including what factors influence it and the importance of protecting and improving it) is a critical life skill. More than 50% of Americans have a sub-prime credit score. Over...

Layne McDaniel , Layne McDaniel , Noesis Data, LLC

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In this session Brandon Kelly, Community Banker and Financial Literacy Instructor, will discuss the importance of strong financial habits when entering college. Targeted for high school ,sophomores, juniors and seniors  Brandon will discuss...

Brandon Kelly , Brandon Kelly , Home Bank

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Kelvin Luster, Banking Center Manager for Home Bank, will provide insight into the banking system and how it is evolving, how lending professionals see you, and the importance of building good financial habits EARLY, and maintaining them! Here's a...

Kelvin Luster , Kelvin Luster , Home Bank

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Financial Literacy

Mayra Martinez , DON JETER EL , Nikki Yeager , Self Employed

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Students have been studying 21st Century entrepreneurship skills.  Students have created a project to build a new product and open their own businesses.  Students started the project "from the ground-up" and created a business plan, along...

Melody Lollis , WESTSIDE HIGH , Chris Menegay , Ideal Sigma, Inc.

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I want to plant a seed for students as they head off into summer jobs, college, or begin to search for a career. As they do so, it's very helpful for them to understand the importance of money management. I'm going to focus more on why money...

Nancy Lee Ma , Nancy Lee Ma , Crystal Clear Profits, Inc.

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John Zollinger, a community banker and financial literacy instructor, will discuss how lenders use a credit score, how you can affect your credit score, and why it is important to you and your financial future. We will also talk about how borrowing...

John Zollinger , John Zollinger , Home Bank

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This is a smaller class of six students that are in their second term of accounting. They are learning about petty cash, cash +/-, payroll and more. 

Corri Ellis , MOLALLA HIGH SCHOOL , Nancy Lee Ma , Crystal Clear Profits, Inc.

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Madison Park students are working on creating a worksheet (trial balance, adjusting entries, adjustments, and extending accounts to the balance sheet and income statement on a worksheet. 

Francisco Torres , MADISON PARK HIGH , Jim Hirchak , PJH Consulting Services, LLC

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My class is studying accounting and financial literacy.

Francisco Torres , MADISON PARK HIGH , Richard Roscelli , Renaissance Asset Management LLC.

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Career Education and NCCER Core 

Zac Burson , Claire Loup , Federal Reserve Bank of Atlanta, New Orleans Branch

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Students are developing a marketing research project that involves them coming up with a way to inform students in the school about entrepreneurship. 

Julia Jackson , MCNAIR MIDDLE SCHOOL , Pooja Krishna , Win Thinks Consutling

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We are in a unit discussing things we wish we learned how to do in school. Taxes was one of the most common answers. 

Maddie Gelber , RED OAK HIGH SCHOOL , Morris Armstrong , Morris Armstrong, EA LLC

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These 10th-12th grade students are studying the basics of entrepreneurship.  They have been introduced to business plans but have not yet written one.    

Nakeesha Wilson , CAMPBELL HIGH SCHOOL , Bill Hall

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We are studying Unit 2 on taxes using Next Generation Personal Finance's free curriculum.https://docs.google.com/document/d/1HGn4sV8XPrju_B4m20MtCLg1NDnoZdB9gu9wRsiCLYQ/edit#bookmark=id.ao3fqh3nugpyI am going to run an in-class session where I will...

John Rowe , CARLMONT HIGH , Morris Armstrong , Morris Armstrong, EA LLC

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