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FAST FORWARD Building the Profession of Tomorrow 360 Degrees of Financial Literacy’s 10 th Anniversary Ernie Almonte, CPA, CGMA Chair, National CPA Financial.

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Presentation on theme: "FAST FORWARD Building the Profession of Tomorrow 360 Degrees of Financial Literacy’s 10 th Anniversary Ernie Almonte, CPA, CGMA Chair, National CPA Financial."— Presentation transcript:

1 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

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

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

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 Teaching financial literacy continues to be one of the most gratifying activities of my career. -- CPA Volunteer The financial education efforts of the CPA profession are making a difference to this country. -- Member, President’s Advisory Council

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 Copyright © 2014 American Institute of CPAs. All rights reserved. Thank You


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