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Financial Foundations

913-538-1465         PO Box 860184, Shawnee, KS 66286   

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Services - Personal: Managing a Bank Account

Bank Account workshop includes the following skills depending on the length of the workshop:

  • Understand difference between a bank and a credit union
  • Entering information in a register and the meaning of the running balance
  • Depositing money using deposit slip, direct deposit, and ATM
  • Withdrawing money using checks, debit cards, ATM, online payments, and automatic payments
  • Understanding difference between a debit card and a credit card
  • Reconciling your bank account and how to read a bank statement
  • Savings accounts and emergency funds
  • Understanding how your actual spending and your budget work together
  • Best practices and strategies for successful account management
  • Workshop ends with a hands on activity (shown in some of the photos)

Volunteer Opportunities:

  • Prior to the workshop, volunteers can help with prepping materials and supplies for the workshop.
  • During the workshop, volunteers are needed to help with the workshop activity. 

Donation & Sponsor Opportunities

  • Printing students paychecks, passports, handouts, and workbooks
  • Snack items for the grocery store and restaurant activity stations
  • Sponsor the workshop and have students practice making purchases from your business (or you can purchase the right to name the business*)
  • Supplies for the workshop activity such as colorful table coverings, stamps for their passports, stamp pads, and pens
  • Sample checkbooks are also needed, we use 2 per student
  • Host a workshop at your location for new or youth account holders
  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
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