Financial Literacy Bootcamps: Simple for Banks. Powerful for Customers.

The Ohio Bankers League Financial Literacy Bootcamps are designed to make it easy for banks to deliver high-impact financial education to their communities without adding operational burden to their teams.

The Ohio Bankers League manages the heavy lifting. We develop and provide the bootcamp curriculum, coordinate instructors, arrange schedules, and secure appropriate venues. Each bootcamp is built to deliver practical, engaging financial education that meets customers where they are and helps them build confidence in managing their financial lives.

Participating banks can host a bootcamp on their own or partner with other banks to expand reach and share visibility. Your role is simple: market the bootcamp to your customers and encourage them to attend. We handle the rest.

These bootcamps strengthen customer relationships, demonstrate a bank’s commitment to financial wellness, and help communities thrive - all through a turnkey, collaborative model. By working together, banks can deliver meaningful education efficiently, consistently, and at scale.

Why Bootcamps?

Ohioans are struggling with financial literacy, from managing personal debt to preparing for homeownership to running successful small businesses. Ohio Bankers League has created the Financial Literacy Bootcamps to combat this growing concern.  OBL will partner with local banks to bring these bootcamps to their community.

Community & Industry Impact

  • Serves Low-to-Moderate Income (LMI) individuals – ensuring CRA credit eligibility.
  • Builds stronger customer relationships.
  • Creates visible community partnerships with elected officials.
  • Demonstrates your bank’s leadership in advancing financial literacy.

OBL's Role:

Turnkey Service — We Handle It All When you sponsor a Bootcamp, the Ohio Bankers Foundation manages every detail:

  • Curriculum & Expert Instructors – Professionally developed and delivered by the Foundation.
  • Participant Take-Home Materials – Tools and guides to reinforce learning.
  • Event Coordination – Marketing support, venue sourcing and program delivery.
  • Elected Official Engagement – OBL invites local leaders to participate, strengthening community ties.

Partnering Bank's Role:

Your role is simple: Market the bootcamp to your customers and encourage them to attend. We handle the rest.

Three Bootcamp Options:

  1. Personal Financial Literacy:  For retail customers: Budgeting, saving, debt reduction, and building financial confidence.
  2. First-Time Homebuyer Bootcamp: Helping aspiring homeowners: Credit readiness, mortgage basics, and preparing for long-term success
  3. Small Business Financial Literacy: For commercial customers: Cash flow management, financial planning, and credit know-how to grow stronger businesses.

Your Investment:

Our Financial Literacy Bootcamps are customized to meet the needs of each participating bank and community. Because every event varies in scope, format, and scale, a modest cost is associated with hosting a bootcamp. We work one-on-one with banks to determine the appropriate structure and level of support, and pricing is calculated accordingly.

The investment in Financial Literacy Bootcamps is CRA eligible, providing participating banks with an opportunity to support meaningful community education while advancing their Community Reinvestment Act goals.

All funds collected for Financial Literacy Bootcamps are directed to the Ohio Bankers Foundation and are reinvested to support and expand future financial literacy initiatives across Ohio.

If you’re interested in learning more or exploring how a Financial Literacy Bootcamp could work for your organization, we’d be happy to connect and discuss options.

Ready to Learn More & Get Started?:

Fill out the inquiry below and someone from the Ohio Bankers League will contact you.  Or, email Evan Kleymeyer at ekleymeyer@ohiobankersleague.com

Submit an inquiry about an OBL Financial Literacy Bootcamp


Additional Financial Literacy Resources

The following financial literacy resources are for financial institutions, educators, community groups and consumers. These consumer education programs and initiatives are some of the most useful available today. Many of these programs offer curriculum guidelines, instructional materials and other free consumer-oriented literature.

MoneySmart
Money Smart, from the FDIC, is a comprehensive financial education curriculum designed to help low and moderate income individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. Money Smart has reached over 2.75 million consumers since 2001. Research shows that the curriculum can positively influence how consumers manage their finances, and these changes are sustainable in the months after the training.

Money Math: Lessons for Life
Money Math: Lessons for Life from the U.S. Treasury is a four-lesson curriculum supplement for middle school math classes, teaching grade 7-9 math concepts using real-life examples from personal finance. The 86-page book is a teacher's guide with lesson plans, reproducible activity pages, and teaching tips. A teacher needs only one copy of Money Math: Lessons for Life to teach several classes of students.

Free to teachers, the program was developed by the Center for Entrepreneurship and Economic Education at the University of Missouri-St. Louis in accordance with national school mathematics standards. The lessons were tested in Missouri schools and received rave reviews. Teachers need not be experts in personal finance to use Money Math in the classroom; questions and answers are clearly provided in the book.