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Resources for Speakers

Speaker Resource Sharing by Topic
AICPA/Other State Society Resources
Links
Articles
TV/Movie Clips
 

Speaker Resource Sharing by Topic

Below are links to supplemental resources created by CSCPA members and others.

Do you have a resource to share?  Please email it to CSCPA Student Relations Specialist Jill Brightman at jillb@cscpa.org.  

Questions to ask the teacher before your visit (pdf)
Financial Literacy Speakers Guide (pdf)

 

Taxation

University of New Haven Presentation (PowerPoint) - Paul Caiafa

 

Checking Accounts

University of New Haven Presentation (PowerPoint) - Paul Caiafa

Checkbook-Budgeting-Credit Cards (PowerPoint) - Paul Caiafa  

 

Credit Cards/Interest

University of New Haven Presentation (PowerPoint) - Paul Caiafa

"10 Strokes to Stay Afloat" Handout (pdf) - Illinois CPA Society

 

Budgeting

"Real World, Real Debt" (pdf) - Oregon Society of Certified Public Accountants

 

Investing

Investing In Your Future (pdf) - AICPA/Feed the Pig    

Credit Cards, Roth IRA, Investments (PowerPoint) - Susan Fellows

 

Debt

Credit/Loans Lesson Syllabus (Word) - Julie McNeal and Lamar Fife 

Loan Amoritization Example (pdf) - Dave Devin

 

Homeownership

Rent or Buy? (pdf) - AICPA/CalCPA  
  
Living On Your Own (pdf) - Dave Devin

Home Purchase Plan (pdf) - Dave Devin

Loan Amoritization Example (pdf) - Dave Devin

Home Ownership (PowerPoint) - Utah Association of CPAs/AICPA/FDIC MoneySmart

 

Insurance

Health Insurance (pdf) - AICPA/Feed the Pig

 

College Planning and Financial Aid

Financial Aid (pdf) - AICPA/CalCPA

Going to College (Word Outline) - Dave Devin

Loan Amoritization Example (pdf) - Dave Devin

 

Freshman Orientation Presentations

CCSU Freshman Orientation (PowerPoint) - Camille Murphy

Freshman Finance 101 (pdf) - Oklahoma Society of CPAs

Credit Cards: What You Don't Know Can Hurt You (pdf) - Oregon Society of Certfied Public Accountants

Financial Framework: Money Management for Young Adults (pdf) - AICPA/CalCPA  

Achieving Your Financial Goals (PowerPoint) - AICPA/Feed the Pig

 

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Additional Resources

Below are links to information and presentations from other organizations.

AICPA:
www.360financialliteracy.org
www.feedthepig.org


Other State CPA Societies Using CSCPA's Lesson Plans:
Money Matters New Jersey - New Jersey Society of CPAs

 

Links:
CT Department of Revenue Services - Forms
IRS - Forms & Publications
Annual Credit Reports
HSH Associates
CNN/Money
MyMoney.gov
SallieMae®
NellieMae®
Federal Student Aid (FAFSA)
College Board

Articles:
The dirty secret of campus credit cards (MSNBC)
Student loans still pose plenty of pitfalls (MSNBC)
Young people struggle to deal with kiss of debt (USA Today)
Majoring in Credit Card Debt (BusinessWeek)
Confessions of a Credit-Card Pusher (BusinessWeek)

TV/Movie Clips:
The Cosby Show - Theo Learns About Budgeting (YouTube)
Feed the Pig Commercials (AICPA)
Nationwide MC Hammer Commercial (YouTube/www.spendad.com)

 

 
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