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Second Annual Financial Literacy Roundtable to be held Monday

April 27, 2012

For Immediate Release

ST. PAUL, MN – On the final day of Financial Literacy Month, more than 140 stakeholders from state and local government, community organizations, non-profits, financial institutions, and foundations will gather at Neighborhood House in St. Paul for Minnesota’s Second Annual Financial Literacy Roundtable. Hosted by the Minnesota Interagency Work Group on Financial Literacy, Monday’s Roundtable is the culmination of a month-long effort that has included nearly 40 consumer outreach events statewide involving ten state agencies.

Minnesota Department of Commerce Commissioner Mike Rothman, who convened Minnesota’s first Financial Literacy Roundtable last year, is excited about the enthusiasm around this year’s event. 

“We are fortunate in Minnesota to have such a committed, diverse network of stakeholders who are strongly committed to advancing the cause of financial literacy in our state,” said Commissioner Rothman. “From financial institutions to non profits, state agencies, local governments, and foundations, we are all committed to building the policies and partnerships necessary to ensure all Minnesotans – from Kindergarten to retirement – have the knowledge and resources to achieve financial security at every stage of life.”

In response to recommendations collected at last year’s Roundtable, Commissioner Rothman issued a comprehensive Financial Literacy Action Plan for 2011. Since then, the Commerce Department has followed through on the majority of action steps suggested by financial literacy stakeholders, including:

  • Convening the first-ever Minnesota Interagency Work Group on Financial Literacy
  • Consistent, timely, and relevant consumer alerts aimed at fraud awareness and prevention
  • Beginning the development of consumer-friendly online content for financial literacy
  • Developing consumer outreach efforts for senior citizens, immigrants, and communities of color
  • Discussing opportunities for public-private partnerships with financial institutions and other stakeholder groups
  • Improving coordination and partnerships with federal agencies including the U.S. Treasury, Consumer Financial Protection Bureau, and Federal Reserve Bank
  • More actively participating in financial literacy outreach events and programming
  • Supporting financial literacy opportunities for state employees
  • Continuing to host Financial Literacy Roundtable conversations on an annual basis

Monday’s Roundtable will provide another opportunity for all stakeholders to review and celebrate progress made in 2011, and help chart the course for continued financial literacy action in 2012. The event will feature presentations by leaders from ten state agencies, a keynote address from nationally renowned financial literacy advocate Nathan Dungan, small breakout sessions, and a financial literacy action panel including Governor Dayton’s Chief of Staff Tina Flint Smith, Lutheran Social Services’ Darryl Dalheimer, and Share Save Spend Founder and President Nathan Dungan.

The event is free, and open to the press and public.


The following is the agenda for the Financial Literacy Roundtable event on April 30, 2012. The event will begin at 1:00pm at Neighborhood House in St. Paul (179 Robie Street East).

1:00pm – Convene

1:05pm – Welcome and Remarks from Commissioner Mike Rothman

1:20pm – A Vision for Financial Literacy in Minnesota: Panel Discussion with Ten State Agencies

  • Human Rights Commissioner Kevin Lindsey
  • Major General Richard Nash
  • Revenue Commissioner Myron Frans
  • Higher Education Director Larry Pogemiller
  • Commerce Commissioner Mike Rothman
  • Education Assistant Commissioner Rose Chu
  • Housing Finance Representative Julie Gugin
  • Corrections Representative George Kimball
  • Human Services Representative Erin Sullivan Sutton
  • DEED Representative Susan Tulashie

1:55pm – Keynote Speaker Nathan Dungan, Founder and President of Share Save Spend

2:20pm – Breakout Sessions

  • Financial Literacy Core Competencies: What Minnesota Consumers Need for Financial Empowerment
  • Fraud and Financial Abuse Prevention
  • Culturally Competent Financial Literacy Needs and Opportunities 
  • Financial Literacy for Seniors and People with Disabilities 
  • Volunteerism and Public-Private Partnerships
  • Asset Building and the Unbanked
  • Know Before You Owe: Loans & Credit

3:10pm – Financial Literacy Call to Action Panel

  • Tina Flint Smith, Governor’s Office
  • Nathan Dungan, Share Save Spend
  • Darryl Dalheimer, Lutheran Social Services

3:55pm – Thank You and Adjourn, Commissioner Mike Rothman