Financial Literacy
Bankers Foundation  >  Financial Literacy

Financial Literacy Success Seminars: Simple for Banks. Powerful for Customers.

The Ohio Bankers League Financial Literacy Success Seminars 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 curriculum, coordinate instructors, arrange schedules, and assist with marketing materials. Each seminar 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 seminar on their own or partner with other banks to expand reach and share visibility. Your role is simple: secure a location and market the event to your customers, encouraging them to attend. 

These seminars 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 Financial Success Seminars?

Ohioans are facing increasing financial challenges, from creating a budget and managing debt to building savings and protecting themselves from fraud. The Ohio Bankers League's Financial Success Seminars provide practical, real-world education that empowers individuals to make informed financial decisions and build a stronger financial future.

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 — The Ohio Bankers Foundation manages the following details:

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

Your Investment:

Our Financial Literacy Success Seminars 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. 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 Success Seminars 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 Success Seminars 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 Success Seminar 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.