Welcome to Next Gen Personal Finance's July 2016 Newsletter

Welcome to the latest edition of the NGPF Newsletter (#21 for those of you scoring at home). In late June, we had the honor of hosting twelve outstanding educators for our inaugural NGPF Summer Institute. During the two and half day workshop, these NGPF Fellows collaborated, created, curated...while also taking some time to enjoy a Giants game too:)

What did attendees like about it? Here are a few of their comments we heard:
  • "This has been the best PD in the 20 plus years of my teaching career. Nothing else comes even close."
  • "Thank you so much for this great opportunity. I always try to be a better teacher for my students and I am taking away so many ideas, concepts, resources and contacts, I know I will be much better next year."
  • "My expectations were definitely exceeded. I wondered how much we would get done in so little time, but the time we had was well organized and spent intentionally, which teachers really appreciate."
We wanted to draw back the curtain on our Summer Institute in this newsletter in hopes that you will find ideas and resources that you can incorporate into your classroom or PD workshops. 


Tim, Jessica and Laura (the newest member of our team)

P.S.: Looking for some engaging simulations to use in your classroom? Be sure to check out the NGPF Interactive Library which continues to expand. One of my favorites answers the question, "How much will your college actually cost?"
Learning To Innovate At The Stanford d.School

The Summer Institute kicked off with a quick trip to the Stanford University campus where Stuart Coulson, d.School professor, led us in an engaging design thinking workshop (link to workshop materials and details about the Stanford

What exactly is design thinking? In short, a methodology for innovation that involves this five step approach which begins with empathy:

After a very brief introduction, we partnered up and Stuart put us to work applying this framework to a project, the Gift Giving Experience. Miraculously, in about an hour, we progressed through this roadmap and developed and tested some prototypes for products and/or services to meet the gift-giving needs of our partners. The prototyping step allowed us to channel our "inner child" as we got to choose supplies like pipe cleaners, Post-It notes, cardboard and construction paper to bring our ideas to life. 

In terms of application to the classroom, many felt that this would be a great hands-on activity to give students the tools and confidence to succeed in the workplace. Design Thinking also provides an excellent methodology for lesson or activity design as teachers look to update their curriculum. 

Power of Collaboration: "I Wish I Knew What Other Personal Finance Teachers Do About..."

We listen when finance teachers tell us they need more opportunities to network and share best practices, which is why we wove collaborative sessions throughout our workshops. Collaborative sessions included:
  • An "I wish I knew what other personal finance teachers do about..." session where teachers wrote their responses on an index card. We then collected them, grouped them into specific categories and facilitated a conversation that engaged the entire group. Here were some of the challenges that teachers identified:
    • How to differentiate instruction
    • Organizing personal finance resources 
    • Engaging students in career preparation
    • Teaching difficult topics such as taxes and investing
  • Our two Breakfast Briefings on Paying for College and Investing elicited discussion by asking such thought-provoking questions as: 
    • Is the "Stock Market Game" the best way to teach investing? 
    • How can you teach student loans in a balanced way without discouraging students?
  • We allocated time for a Resource Share where teachers curated their favorite NGPF resources (See what they selected here) and then discussed their reasons for selecting them and how they used (or planned to use them) in their classroom
  • During our Create sessions (see below), teachers shared their case studies and projects at various stages and received feedback from other teachers that they could incorporate. We utilized a PLC model to provide the structure to make these feedback sessions productive.

Teachers As Innovators

Without the daily demands of a classroom, summer provides an opportune time to develop new resources for the classroom. You know that kernel of a new project idea that you wrote down in March with the promise that "when I have the time..."

We wanted to use the Summer Institute so our Fellows could turn their ideas into resources they could use in their classrooms. With that end in mind, we created several "How-To" sessions for our teacher-innovators:
  • In our Creating Case Studies workshop, Tim provided educators with a framework to plan and design their own case studies. It was fun to see how teachers were using their case studies as a vehicle to hone the decision-making skills of their students, in areas such as investing in a 401(k).
  • In our Project Workshop, Jessica shared her secrets for making engaging, rigorous projects that not only reinforce skills and concepts taught but also push students to learn even more. Each teacher was able to brainstorm and begin creating a new project to use in their classrooms this year.
  • The best part of our Rubric Workshop was seeing all the various approaches to rubric creation -- some start from scratch, some others have old standby templates they prefer, while others use online software to generate great rubrics. NGPF learned a lot about what teachers value in a rubric, which will inform our work during 2016-17.  
The 2016 NGPF Fellows

Thank you to our NGPF Fellows (how about that for a halo effect!) for an amazing Institute. We look forward to collaborating over the next twelve months. 

Here we are at the Stanford (starting from the left):
  • NGPF's very own, Jessica Endlich
  • Jill Thompson of Kelly Walsh High School (Casper, WY)
  • Michael Faught of View Park Prep. Charter High School (Los Angeles, CA) 
  • Amy McCabe of Culpeper County High School (Culpeper, VA)
  • Charles Kafoglis of Incarnate Word Academy (Houston, TX)
  • Stuart Coulson of Stanford d.School
  • Sue Suttich of Tigard High School (Tigard, OR)
  • Anthony Montgomery of City as School High School (New York, NY)
  • Andrea Stemper of Palmer High School (Colorado Springs, CO)
  • Amanda Volz of St. Clair High School (St. Clair, MI)
  • Laura Falk of Fairbanks High School (Milford Center, OH)
  • Cheryl Fleming of Williamsburg Charter High School (Brooklyn, NY)
  • Maureen Neuner of Pinelands Regional Jr. High School (Little Egg Harbor, NJ)
  • Lynn Amey of South Burlington High School (South Burlington, VT)
Community Activity
Next Gen Personal Finance actively supports the financial literacy community through workshops, sponsorships of conferences and teacher professional development events. See below for a representative sample of events that we have attended in 2016. Please stop by and say hello if you plan to be at any of our upcoming events!  

In 2016, we are committing $25,000 to support teacher professional development. If you organize or attend a workshop and are looking for sponsors, please let me know by emailing me at

Upcoming 2016 Events
  • August 1, 2016: Financial Education Bootcamp (Branchburg, NJ)
  • August 4, 2016: Financial Education Bootcamp (Westampton, NJ)
  • September 27, 2016: Oklahoma Jump$tart Association (Oklahoma City, OK)
  • October 5-8, 2016: Council of Economic Education (Phoenix, AZ)
  • November 5-7, 2016: Jump$tart National Educators Conference (Dallas, TX)
  • November 11, 2016: Vermont Jump$tart Educators Conference (Burlington, VT)
Previous 2016 Events
  • June 27-29, 2016: NGPF Summer Institute (Palo Alto, CA)
  • June 22, 2016: Iowa Jump$tart Conference (Ankeny, IA)
  • June 13 - July 22, 2016: Six Week Summer Bridge Program at Eastside College Prep (East Palo Alto, CA)
  • May 18, 2016: Workshop at Castilleja School (Palo Alto, CA)
  • May 13, 2016: New Hampshire Jump$tart Classroom Connections (Merrimack, NH)
  • April 8, 2016 : MBEA 2016 Conference (Natick, MA)
  • April 5, 2016: Jump$tart 2016 Hill Day (Capitol Hill, Washington DC) 
  • March 4, 2016 : Annual Economic Literacy Conference (St. Louis, MO) 
  • February 13, 2016: Sponsor at Rhode Island Financial Capability Conference at Rhode Island College (Providence, RI)

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