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2010 Numeracy and Financial Education Summer Institute

Thursday, July 29, 2010
Thomas Webb Richards Room, 3rd floor, at the Inn at Penn
Guests: Rosella Bannister, Hilary Hunt, Tom Thunstrom

7:30 - 8:30 Breakfast
Continental breakfast will be available in our meeting room, including breakfast pastries, muffins, bagels and croissants with butter and fresh fruit preserves, sliced seasonal fruits, chilled fruit juices, freshly brewed coffee, decaffeinated coffee and a tea selection.
8:30 - 9:00 Connections
9:00 - 9:30 Amortization Problem and Spreadsheets: Jodi Cataline
9:30 - 10:30 Problem Solving Strategy Activity
The Problem Solving and Communication Activity Series
Dinner at Pepe's: Scenario Only || Problem 3952
[10:15 - 10:20] Mid-morning snack available
10:30 - 10:45 Financial Education Resources: Rosella Bannister
Jump$tart Coalition
10:45 - 11:30 Dow Jones Activity: Hilary Hunt
Dow Jones Industrial Average Project Research Questions
Be Your Own Dow
Personal Finance Connections
A Variety of Resources: Hilary Hunt
Smart by Shel Silverstein [PDF]
Children Books with Personal Finance Content [PDF]
Songs with Personal Finance Themes Summer2010 [PDF]
Videos with Personal Finance Temes 2010 [PDF]
Bank On It: Thrifty Couples Are the Happiest by Jeffrey Dew [PDF]
11:30 - 12:00 Ender's Math: Ian Underwood
download [.pptx] [.ppt] or view [HTML]
Write Math with the Math Forum
12:00 - 1:00 Lunch: in our meeting room
1:00 - 2:00 Field trip to the Math Forum office at 3210 Cherry Street
2:00 - 2:30 Videos: Megan Balong
Making Sense
2:30 - 4:30 Small Groups
  • Informal time when small groups can get together
  • As you meet in small groups, are there questions you'd like to bring back to the whole group? Is there information to poll from the whole group?
  • Refer to/add/edit the NFEwiki
[3:00 - 3:15] Afternoon snacks and beverages are available
4:30 Group photo
4:45 - 5:00 Reflection on the Day
  • What was most useful for you today? What was least useful?
  • What are you wondering about?
  • What suggestions do you have for improvement?
6:40 Meet in the lobby
6:45 Dinner
9:00 - ? [OPTIONAL] small groups in meeting room - Melissa and/or Ian and/or Riz will be available as needed

Day 1 [Tuesday] || Day 2 [Wednesday] || Day 3 [Thursday] || Day 4 [Friday]

This program was made possible by a generous grant from the FINRA Investor Education Foundation.

The FINRA Investor Education Foundation, established in 2003 by FINRA, supports innovative research and educational projects that give underserved Americans the knowledge, skills and tools necessary for financial success throughout life. For details about grant programs and other FINRA Foundation initiatives, visit

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