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Published by heidi.conley, 2016-09-09 12:56:47

2014-2015 CCEE Annual Report

2014-2015 CCEE Annual Report

Investing in
Students by
Training Teachers

2014-2015 Annual Report

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 1


Leadership Messages

FROM THE CHAIR FROM THE PRESIDENT

“It is not what you do for If asked to select just
your children, but what you one theme that best
have taught them to do for exemplifies the American
themselves, that will make experience, what would
them successful human you select? According
beings.” to noted documentary
filmmaker Ken Burns, the
— Ann Landers “main American theme is
freedom.” He observes that
I have two daughters, one Michele Warren freedom comes in many Rob Clinton
in college and one who is a CCEE Board Chair dimensions, both individual CCEE President
senior in high school. Their Centennial Bank and collective.
father is a financial planner
and I am a banker. Individual freedoms include those commonly
recognized, such as freedom of speech, freedom of
We have done our best to equip our kids with assembly, and freedom of religion among others. In
knowledge in traditional academic programs such as the United States, each person also has the freedom
reading, writing and math, but as parents we have also to participate in our market economy and the
taken the time to provide the practical knowledge of opportunity to chart a unique course for his or her
making wise economic decisions, saving for the future own life.
and avoiding debt.

Not all kids are as fortunate as ours and many do Economic education in our schools is critical because
not have exposure to financial literacy or economic it equips young people with the essential decision
reasoning unless it is taught in our K-12 schools. It making skills to exercise the many personal and
is our obligation to help all children, no matter their economic freedoms this country provides.
background, with these vital tools for a successful
future. Our collective economic freedom depends on every
individual understanding the basic principles which
The Colorado Council for Economic Education provides underlie our free enterprise system. The American
teacher professional development and classroom economy is the quintessential intersection between
resource materials to all school teachers across the individual and collective freedoms.
state of Colorado. We invest in students by training
teachers! The principles of economics are not intuitive for most
people. The best chance we have for successfully
We appreciate your thoughtful support as we teach addressing our country’s many challenges is through
kids a lifetime skill that will help them be successful economic education in our K-12 schools, and that
human beings. What could be more important than is the mission of the Colorado Council for Economic
economic and financial freedom? Education.

2 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Save the Date

Support the Colorado Council for Economic Educa-
tion and be a part of Colorado’s top fundraising event
of the year. This sixth annual one-day, online initiative will
raise millions for local nonprofit organizations. Please donate
to CCEE on or before December 8, 2015.

Help Colorado’s youth to achieve a lifetime of economic understanding

and financial freedom by going to ColoradoGives.org/CCEE to make your

donation to CCEE today. Thank you for your support!

2016 INVESTOR APPRECIATION LUNCHEONS

Denver - April 21, 2016 Colorado Springs - April 15, 2016

Jill Tiefenthaler, Ph.D. Mayor John Suthers

President, Colorado College Colorado Springs

“Holding Colleges Accountable for Cost, Value Sponsored by
and Quality: Myths and Realities” The Woodford Foundation

Sponsored by
AMG National Trust Bank

All current CCEE members at the Economist Society level will be invited to one of these complimentary
luncheons. We express our appreciation to our investors by annually presenting a luncheon program with

a highly informative speaker that also highlights the economic education programs of CCEE.

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 1


Our Mission

To empower Colorado’s youth to achieve a lifetime of economic understanding and financial freedom.

How will We Achieve this Mission?

By providing economic and personal financial education to students through training programs and
classroom resources delivered to teachers, schools and school districts.

Vision

We envision a world in which each school-age child in Colorado will learn the fundamental economic
and financial decision making skills necessary to realize his or her full potential.

Investing in Students by Training Teachers

2 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Program Outcomes

Teacher Results* Student Results**

89% of teachers said that a CCEE class will help 86% of students reported that they developed
98% make them a more effective teacher 98% an interest in investing as a result of
89% 97% their participation in the Stock Market
99% of teachers said the CCEE class was Experience™ (SME)
99% personally enriching and improved their
knowledge of the subject of students reported they believed
they learned a valuable lesson(s) about
of teachers said there was a lesson or personal finance from their participation
idea in the CCEE class that they can use in the SME
with their students
of teachers believed the free SME teacher
of teachers said that based on their CCEE resources CCEE provided were sufficient
class experience, they would enroll in to properly teach the SME content to
another CCEE class their students

of teachers said they would recommend a **Results from surveys of teachers participating in the CCEE
CCEE class to other teachers Stock Market Experience™

*Results compiled from all CCEE class evaluations. .

By the Numbers

• Provided 11,619 instructional hours in economics and personal finance to
1,534 Colorado teachers

• An additional 441 teachers and more than 30,000 Colorado students
participated in the fall and spring Stock Market Experience™
programs

• Provided approximately 200 hours of consultations and
responding to information requests from teachers and
school district personnel

• More than $90,000 was used to train
teachers in Community Reinvestment Act
qualified schools

2 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 3


The Stock Market Experience™ (SME) is an engag- Phenomenal Program Growth
ing, state-of-the-art, real-life investment
simulation that advances student aca- During its fourth year, student participa-
demic achievement in the core tion in CCEE’s Stock Market Experi-
academic disciplines. ence™ (SME) nearly quadrupled
in comparison to the number
This exciting program em- of students competing in the
powers student teams with first year. More than 30,000
their own virtual $100,000 Colorado students benefited
investment portfolio. Stu- from the opportunity to
dents work together to in- participate in this highly
vest in stocks, mutual funds, experiential economic and
bonds, and commodities on financial education program.
US and international exchanges
over the course of a semester. In Students who achieved the
addition, students learn how to con- highest returns on their $100,000
duct research, allocate resources, complete virtual portfolio during the fall and
analysis and work in teams while developing critical aca- early spring sessions were recognized at both
demic and 21st Century Skills. regional and statewide levels for their investing acumen
during the Stock Market Experience™ awards ceremony.
FREE Teams CCEE was pleased to host nearly 300 student winners
in May at the Denver Zoo, along with their teachers and
The Stock Market Experience™ is provided free of charge parents, some of whom traveled from the far corners of
to Colorado schools by generous support from program Colorado for this exciting complimentary event. Several
sponsors! Value-added benefits include state-of-the-art outstanding teachers who have made the SME a center-
trading, teacher training, curriculum support, an exciting piece of their economic and personal finance curriculum
awards program, and free curriculum materials. were also honored.

Program Enhancements 2014-2015 Stock Market Experience™ sponsors:
Media Sponsors:
The 2015 Stock Market Experience™ received several
site and program enhancements including a mobile-
friendly format, numerous downloadable reports for
teachers and students, investment quote summary func-
tions, enhanced research tools, educational calculators,
streamlined registration and portfolio management for
teachers, video tutorials for teachers and students, and
much more.

4 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


STATEWIDE 2014-2015 STUDENPPaaTrrttSiiccMiippaaEttiioPonAnbRbyyTRIRCeegIgPiiooAnnTION BY COLORADO REGIONS

PPiikkeessPPeeaakk,,1100%% SSoouutthh,,44%%
OOtthheerr,,44%%

NNoorrtthhwweesstt,,99%%

Serving more than 30,000 students statewide

NNoorrtthheeaasstt,,1166%% MMeettrrooDDeennvveerr,,5577%%

MMeettrrooDDeennvveerr NNoorrtthheeaasstt NNoorrtthhwweesstt OOtthheerr PPiikkeessPPeeaakk SSoouutthh

2014 FALL STATE WINNERS 2015 SPRING STATE WINNERS

HIGH SCHOOL ELEMENTARY SCHOOL HIGH SCHOOL 2nd Place
1st Place 1st Place 1st Place Craig Middle School
Soroco High School, Oak Creek Aurora Quest K8 Soroco High School, Oak Creek Taught by: Virginia Pugh
Taught by: Randy Homan Taught by: Jennifer Turner Taught by: Randy Homan Students: Grady Anson, Jared Baker,
Student: Jonah Jonas Students: Brady Batuugan Avirmed, Student: Jonah Jonas and Logan Knez
2nd Place Juli Davis, and Zeyun Wang 2nd Place 3rd Place
Broomfield High School 2nd Place Weldon Valley School, Weldona Aspen Academy, Greenwood Village
Taught by: Steve Marchi Aurora Quest K8 Taught by: Vincent Palazzotto Taught by: Courtney Gray
Student: Matthew Porritt Taught by: Jennifer Turner Students: Cody Burch and Justin Students: Holly Shankle and Ashley
3rd Place Students: Nabil Djaber, Michael Paxton Tellinger
Soroco High School, Oak Creek Gunawan, Joseph Peavy, Abraham 3rd Place
Taught by: Randy Homan Williams, and James Williams Soroco High School, Oak Creek ELEMENTARY SCHOOL
Students: Morgin Harding, Briana 3rd Place Taught by: Randy Homan 1st Place
Peterson, Brittney Schrader, Andrew Lois Lenski Elementary, Littleton Student: Andrew Schupner Louisville Elementary
Schupner, and Leah Walorski Taught by: Katie Heissenbuttel Student: Cade Wilson
Students: Emilia Hicks and Nick MIDDLE SCHOOL 2nd Place
MIDDLE SCHOOL Johnson 1st Place Saddle Ranch Elementary, Highlands
1st Place Weld Central Middle School, Ranch
Weld County Middle School, Keenesburg Taught by: Darren Elmore
Keenesburg Taught by: Heather Montejano Students: Jackson Cutter, C.J. Tessmer
Taught by: Heather Montejano Students: Cassandra McNeley, Katrina and Carter Lovejoy
Students: Braden Baumgartner Netherland, and Reonna Solano 3rd Place
and Cody Muse Saddle Ranch Elementary, Highlands
2nd Place Ranch
West Middle School, Taught by: Darren Elmore
Greenwood Village Students: Trevor Alexander and Kyle
Taught by: Andrew Burns Ehnes
Students: Noah Bernstein,
Delwin Maben, and Brad Proud Center High
Mariska School parents cheer
3rd Place their student on at
Weld County Middle School, the Annual SME
Keenesburg Awards Ceremony.
Taught by: Heather Montejano The Center High
Students: Roberto Banuelos, Hunter School group, as
Hines, and Jose Mota many other rural
award winners, trav-
Craig Middle School (Craig, CO) students Logan Knez and Jared eled several hours to
Baker proudly display their 2nd Place State awards at the Annual partake in the program
festivities.
SME Awards Ceremony. These students represent the booming
participation in the rural Colorado areas!

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 5


CCEE’s Economics & Personal Finance

The Colorado Council for Economic Education provides several types of professional development, but is best
known for its unique open enrollment professional development classes. The 2015 offerings marked the 30th year
for these classes. Continuing a proud tradition, the seminars offer ongoing education in the principles of econom-
ics, often dovetailed with timely topics that capture the interest of teachers and their students.

JULY 2014 OCTOBER 2014 JANUARY 2015

• The Psychology of Money: What • Economic Systems: How to Think • Stock Market Experience™ 4
Behavioral Economics Teaches Us About Them, How to Teach Them 1 trading session (10-week program)
About Our Personal Finances 1 open enrollment class, 1 day, Denver and 7 training sessions
open enrollment class, 1 day,
Colorado Springs • Understanding Investing: • Integrating Social Studies Coalition
Maximizing Your Own PFL 1 Workshop for Elementary Teachers 5
• US Landmark Legislation We All open enrollment class, 1 day, Denver open enrollment class, 1 day, Denver
Teach 1
open enrollment class, 2 days, • Integrating Social Studies Coalition • St. Vrain Valley School District
Denver Workshop for Elementary Teachers 5 (Longmont) Personal Financial
open enrollment class, 1 day, Denver Literacy Workshop
AUGUST 2014
• Denver Public Schools Personal • Teaching Personal Financial
• Right Start in Teaching Economics 2 Financial Literacy Workshops for Literacy in the Elementary Grades
open enrollment class, 4 days, Secondary Teachers Online Course 3
Denver open enrollment class, 1 session
• St. Vrain Valley School District (6-week course)
SEPTEMBER 2014 (Longmont) Personal Financial
Literacy Workshop for Secondary FEBRUARY 2015
• Fracking: The Economics of Oil and Teachers
Gas Development in Colorado 1 • The Fed, Bitcoins and Inflation 6
open enrollment class, 1 day, Denver NOVEMBER 2014 open enrollment class, 1 day, Denver

• A Day of Supply and Demand – • PFL’s Greatest Hits: Activities • The Social Safety Net/Welfare
How to Teach One of the Most to Use When Teaching Personal State: A Comparison of the US and
Fundamental Principles of Financial Literacy 1 EU 7
Economics Well 1 open enrollment class, 1 day, Denver open enrollment class, 1 day, Denver
open enrollment class, 1 day, Denver
DECEMBER 2014 • Teaching Personal Financial
• Teaching Personal Financial Literacy in the Elementary Grades
Literacy in the Elementary Grades • Integrating Social Studies Coalition Online Course 6
Online Course 3 Workshop for Elementary Teachers 5 open enrollment class, 1 session
open enrollment class, 2 sessions open enrollment class, 1 day, Denver (6-week course)
(6-week course)
• Denver Public Schools Personal • Boulder Valley School District
• Stock Market Experience™ 4 Financial Literacy Workshop for Economics Workshop
trading session (10-week program) Secondary Teachers
and 7 training sessions • Denver Public Schools Personal
Financial Literacy Workshop for
• Poudre Valley School District Secondary Teachers
(Fort Collins) Grade 12 Economics
Workshop Footnote Key:

• St. Vrain Valley School District 1 Sponsored by Great-West Financial & Xcel Energy Foundation
(Longmont) Workshop for 2 Partner with the Foundation for Teaching Economics (FTE)
Elementary and Secondary 3 Founding sponsor Great-West Financial
Teachers 4 Sponsored by FirstBank, Great-West Financial & Walmart
5 Held in cooperation with History Colorado, The Colorado Geographic Alliance

and Civic Canopy
6 Sponsored by Great-West Financial
7 Partner with Colorado European Union Center of Excellence (CEUCE)
8 Partner with The Gus A. Stavros Center for Free Enterprise and Economic Education

6 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Teachers Programs

The Council also works with Colorado school districts to customize professional development workshops for their
teachers in economics and/or personal financial literacy.

MARCH 2015 MAY 2015 JUNE 2015

• The Economics of Colorado 6 • Teaching Personal Financial • Common Sense Economics for
open enrollment class, 1 day, Literacy in the Elementary Grades Life! The Course Package 8
Colorado Springs Online Course 4 open enrollment class, 1 day, Denver
1 session (6-week course)- open
• The Economics of Conflict 6 • Economics for Leaders 2
open enrollment class, 1 day, Denver enrollment class open enrollment class, 4 days,
• Mesa County Valley School Boulder
• Stock Market Experience™ 4
trading session (10-week program) District (Grand Junction) • Teaching Personal Financial
Integrating Social Studies Literacy in the Elementary Grades
• EconChallenge Online! Coalition Workshop for Online Course 4
held the 3rd annual student Elementary Teachers 5 open enrollment class, 1 session
competition open enrollment class, 1 day (6-week course)
• Roundtable for Teachers of
APRIL 2015 Advanced Economics • Poudre Valley School District
(Fort Collins) Integrating Social
• High School Economics 6 Studies Coalition Workshop for
open enrollment class, 1 day, Denver Elementary Teachers 5
open enrollment class, 1 day
• Teaching Personal Financial
Literacy in the Elementary Grades • Douglas County School District
Online Course 4 Personal Financial Literacy
open enrollment class, 1 session Workshop
(6-week course)
Teachers sharing ideas in PFL’s Greatest
• Integrating Social Studies Coalition Hits: Activities to Use When Teaching
Workshop for Elementary Teachers 5 Personal Financial Literacy
open enrollment class, 1 day, Denver

• Brighton School District 27J
Economics Workshop

• Colorado Springs School District 11
Economic and Personal Financial
Literacy Workshop

• University of Colorado Boulder
Pre-Service Teacher Presentation

• Colorado Council for the Social
Studies Conference Economics
Presentation

Teachers consider the 7
economics implications
of Foreign Policy
COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Teaching Personal Financial
Literacy in the Elementary Grades

For the first time in this past fiscal year, CCEE offered its one-of-a-kind online class, Teaching Personal Financial
Literacy in the Elementary Grades. Nearly two years in the making, this course offers 50 engaging and visually
stimulating videos, content instruction from a PhD economist and filmed pedagogical practices of experienced
teachers in the classroom. We are proud of the undertaking and are actively promoting the course to elementary
teachers across the state of Colorado. (And soon, beyond Colorado’s borders to other state councils/centers.)

During the 2014-2015 fiscal year, the class was offered The response from teachers has been
ten times (each offering is six weeks in duration) overwhelmingly positive, perhaps best
and was attended by 207 individual teachers. Three captured by the following testimonials.
facilitators from other states, Florida, Virginia and
Maryland, also enrolled in training with the prospect of “This course was eye opening in that it can
offering it through their own state councils/centers. be manageable teaching Personal Financial
You can watch instructional videos at: Literacy to 1st graders. It gave me support
and advice from others with great resources.
CCEE greatly appreciates all the support from The teaching video examples on how PFL is
TPFLEG’s founding sponsor: incorporated into the classroom and how the
lessons can be kid friendly made this class
very beneficial. On a personal level, it gave
me a lot to think about with my own financial
situations.”

– Teacher participant, June 2015

“I would tell them that I came into this class
not having a clue about how to teach PFL in
the classroom and now I can hardly wait for
next year to come so that I can get started
teaching it. ”

– Teacher participant, April 2015

“I have already suggested it (the course) to
others! I have told them they will learn a lot
that applies to their own life immediately
and have all the resources to implement the
learning standards with fidelity and a great
fun factor.”

– Teacher participant, February 2015

8 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 3


Program Highlights

2015 ENTERPRISING TEACHER OF THE YEAR

This is our 28th year of selecting someone for CCEE’s En- in Colorado and he works nationally on the MBA
terprising Teacher of the Year award, presented Research & Curriculum Center’s Professional
to a distinguished teacher of economics Development Team. He established a
or personal finance. The $2,000 cash High School of Business™ program
prize associated with this award was at Monarch in 2008 and worked
generously contributed by Great- with a local sponsor to establish a
West Financial. school-based credit union. He has
provided significant leadership of
Members of the CCEE Board of both DECA and FBLA, including
Directors and staff studied this efforts to establish new chapters
year’s applicants to see how they in other schools. His students
measure up. The 2015 recipient, won the state-wide EconChallenge
Rudy Sumpter, is exemplary in every Online! competition in 2014 and 2015,
sense and we couldn’t be more proud of a contest that measures students’ under-
him as our honoree. standing and mastery of economic principles.

Rudy is a teacher at Monarch High School in Louisville, CCEE is most pleased to induct Rudy into a venerable
Colorado. He has taught Accounting, Business, Eco- group of twenty-seven past honorees as its 2015 En-
nomics, and Marketing for 15 years after earning his terprising Teacher of the Year.
Master’s in Business Economics at State University of
New York College. Rudy has been a catalyst for the Photo: Great-West Financial’s Christina Frantz presents Rudy with
development of strong business/marketing programs his award.

CALENDAR CONTEST Logan

In collaboration with the Denver Branch of the Federal Reserve grade 6 | Littleton
Bank of Kansas City (KC Fed), CCEE launched its inaugural Calen-
dar Contest in the Spring of 2015. Students grades K-8 were in- Economics & Personal Finance
vited to illustrate an economic or financial concept, suitable for 2016 Calendar
publication as the “picture of the month” on a 2016 wall calen-
dar. We invited teachers and their K-8 students to unleash their
creativity, imagination and talent by showing how well they
understood a range of economic / personal finance concepts (as
identified in the Colorado Academic Standards, grades K-8).

There were 145 entries from schools far and wide in the state, from which CCEE and KC Fed staff selected
fifteen winners. Those students and their teachers received cash prizes. We congratulate all participating
teachers and students and are proud of the product- the first CCEE and KC Fed wall calendar.

8 9
COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Program Highlights

CCEE PARTNER CLASS FOR 4TH GRADE TEACHERS
INTEGRATING THE SOCIAL STUDIES ACROSS COLORADO HISTORY CLASS

CCEE often collaborates with other educational organizations. A great example is a course that we’ve conducted
multiple times in cooperation with History Colorado, The Colorado Geographic Alliance and Civic Canopy. It’s called
“Integrating the Social Studies Across Colorado History.”

The focus of the Colorado Academic Standards in fourth grade is the state of Colorado. Fourth grade teachers are
expected to teach about Colorado through the lens of each of the social studies disciplines – history, geography,
civics and, yes, economics. Few elementary teachers are well-versed in the conceptual foundations of all of those
disciplines.

It is the goal of this class to help elementary teachers THE FED, BITCOINS & INFLATION
learn how each of these social science disciplines
looks at the world. For the economics portion, we help This one-day seminar featured an exploration of
teachers understand the economic concepts (technical topics that secondary teachers will necessarily
vocabulary) that are included in the academic standards. teach as part of a unit in macroeconomics, in ac-
Please see below, and imagine how YOU might teach cordance with the Colorado Academic Standards
nine and ten year olds about Colorado using these in economics and personal financial literacy.
concepts.
Two professors from the economics department
Economic concepts for 4th grade teachers and their at the University of Colorado, Colorado Springs,
students to master: Dale DeBoer and Edward Hoang, helped par-
• Wants and needs ticipants with the content – a history of money,
• The economic trilogy: scarcity, choice, and cost the evolution of central banking, the history
and role of the Fed in setting monetary policy
(opportunity cost) in the U.S., future risks to the dollar and how
• Incentives: positive and negative alternatives to the dollar might (or might not)
• Goods & services
• Productive resources: natural address these concerns. Marc Johnson,
CCEE Education Program Direc-
resources, human resources, tor, demonstrated lessons that
capital resources and teachers could take directly
entrepreneurship into the classroom, to help
their students understand
the basics of money and
banking.

UCCS Professor Dale DeBoer This class is a good
sharing his insights in The Fed, example of how CCEE
Bitcoins and Inflation class typically designs a day of
professional development
for teachers. The day in-
cluded content, pedagogy and
teaching resources.

10 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Professorial Faculty

Nearly all classes offered by the Colorado Council to our professors for their willingness to train teachers
for Economic Education are accredited through the and for their unending flexibility and imagination in
University of Colorado, Colorado Springs, for graduate- creating great presentations. We proudly acknowledge
level continuing professional education credit. These our Ph.D. faculty who are the heart of our education
professor-led classes have an established reputation program, as well as visiting professors who have taught
as first-rate professional development opportunities classes for us over the past year:
with the highest academic integrity. We are indebted

Neal Rappaport, Ph.D. Catherine Keske, Ph.D.
Professor of Economics Senior Research Scientist and Affiliate

Jim Curtsinger Katherine Sauer, Ph.D.
Director, Center for Economic Education and Financial Education Program Director,
Employee Services, Office of the President
Instructor of Geography
John Brock, Ph.D.
Bill Eustes Director, Center for Economic Education and
Associate Professor
Senior Instructor of Economics
John Kessler Dale DeBoer, Ph.D.
Lecturer of Economics
Chair and Associate Professor of Economics
Dan Driscoll Ed Hoang, Ph.D.
Assistant Professor of Economics
Assistant Professor of Economics
Michael Lucchesi
Assistant Professor of Economics Martin Rhodes, Ph.D.
Professor of Comparative Political Economy

David Aske, Ph.D.
Director, Center for Economic Education and

Associate Professor of Economics

John Morton EDUCATION & TRAINING
Senior Program Officer CONNECTIONS

Teresa Yohon, Ph.D.
Education and Instructional Technology Specialist

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 11


Testimonials

“Without your drive and your passion to educate others in the field of economics at all costs, students would lack
important life skills which would result in a lot of unprepared Americans.”

- SME Student Team Doherty High School, Colorado Springs Schools

“I had been working as a middle school social stud- “We love being able to take risks
ies teacher for 11 years, and had applied to and do things that we wouldn’t
teach high school economics. In an inter- normally do with our actual
view, I talked about the coursework I’ve money. The Stock Market
taken through CCEE. I shared examples Experience allows us
of many hands-on and engaging activ- to work together and
ities that I had been trained in. I am bounce ideas off of
now successfully teaching economics each other, and we
to freshmen, and I have been able to check our stocks
share many high-quality resources and almost every chance
lessons with my new team.” we get.”

- Patrick Hammond, Economics Teacher, - SME Student Team Broomfield
Legacy High School, Adams 12 Schools High School Student, Boulder
Valley Schools

“I have suggested CCEE to others! I have told them they will learn a lot that applies to their own life immediately and
have all the resources to implement the learning standards with fidelity and a great fun factor.”

- Carolyn Striker, Bayfield Elementary, Bayfield Schools

9News Business Anchor Gregg Moss entertains the audience at the Annual Stock Market Experience Awards ceremony. He also shared a special
message about the importance of financial education.
12 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Serving Teachers Statewide

Number of CCEE Programs Attended by Public School Teachers, July 1, 2014 to June 30, 2015

MAP INDEX: NOT INCLUDED ON MAP:
1-25 programs Homeschools
25-75 programs Statewide Online Schools
75-150 programs Pre-Service Teachers
150 plus programs Private Schools
Other (business community, not currently teachers,

and out-of-state teachers)

10 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 13


2014 Economic Insights Series

CREATING JOBS AND WEALTH:
THE 21ST CENTURY VERSION OF THE AMERICAN DREAM

Panel Discussion on September 18, 2014

Moderator

Mike Fitzgerald

CEO, Denver South Economic
Development Partnership

Dave Baker Brooke Bell Jake Jabs Dr. Donna Lynne

President, FirstBank, Senior Engineer and Project Chairman & CEO, American President, Kaiser Foundation
COO, FirstBank Holding Co. Manager, Anadarko Furniture Warehouse Health Plan of Colorado

Petroleum Corporation

CenturyLink’s Brian Fisher and Jeff Hardegger with Sandra Michel, First Bank’s Dave Cicchinelli (CCEE board member) and Andy
AMG National Trust Bank (CCEE board member) Hancock with Kirsten and Jay Peasless

Panelists Brooke Bell, Dave Baker, Donna Lynne and Jake Jabs Colorado Lending Source’s Christine Comer, Amanda Peterson
(CCEE board member) and Lauren Kloock with Ryan Zordani,
Colliers International Denver

14 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Last autumn, the Colorado Council for Economic Education Economic Insights Series focused on job creation
and its role in the 21st century version of the American dream. In two events, leaders from the energy, retail/
manufacturing, healthcare and banking industries discussed how jobs follow consumers, how wealth is created in
our regulated business environment, and the path to a robust economy in Colorado.

Luncheon on October 30, 2014

Keynote Speaker, Michael J. Long

Chairman, President and Chief Executive Officer,
Arrow Electronics
“How Idea Creators Become Job Creators“

SPONSORS:

Debbie Pierce, Daniels Fund (CCEE board Linda Childears, Daniels Fund OfficeScapes’ Shireen Mazaheri and Liz
member) and Jeff Warren, Wells Fargo Bank Kreisher

Xcel Energy’s Renaldo Baucom, Don Garretson and Rob Osborn Wells Fargo Private Bank’s Scott Kersten and Melanie Schmieding
(CCEE board member) with Carol Thurstin, Painted Treasures of
Denver

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 15


2015 Investor Appreciation Luncheons

Denver - April 9, 2015 Colorado Springs - April 16, 2015

Esther L. George Jill Tiefenthaler, Ph.D.

President and CEO, President, Colorado College
Federal Reserve Bank of Kansas City
“Holding Colleges Accountable for Cost, Value
“The U.S. Economic Outlook” and Quality: Myths and Realities”

Sponsored by Sponsored by

The Woodford Foundation

CCEE members enjoyed hearing Esther George speak at the Federal Reserve Bank of Kansas City, Denver Branch.
16 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


2014-2015 Contributors

The Colorado Council for Economic Education would like to recognize and thank

our many valued members for their support. Names in bold recognize
members who have supported CCEE for five or more years. CCEE is
honored to be the beneficiary of many long-standing members.

B($1e0n,e0fa0c0toarnd up) (Left to right) SME Manager Nicole
Lovato, Colfax Elementary student
The Anschutz Foundation Lorenzo, Colfax Elementary teach-
Autrey Foundation er Jill Daugherty, and CCEE Board
J.V. Bruni Foundation Member Christopher Benson pose
Adolph Coors Foundation in the 9News Backyard after Lorenzo
Daniels Fund and Christopher were interviewed
FirstBank Holding Company about their successful Stock Market
Great-West Financial Experience™ mentorship. Lorenzo now
Tom and Cydney Marsico aspires to be a Certified Financial Planner
The Milestone Group when he grows up, just like Mr. Benson.
Pete Morgan Foundation
Swalm Family Foundation Eric and Susan Sipf Stephen M. and Pamela Marsh Wells Fargo Bank
Connie Burrell White and George F. Wood Roger Maurer Wells Fargo Private Bank
Xcel Energy Taylor Merritt Brian H. Wert
William White Foundation John Mork Stephen Woodford
Xcel Energy Foundation (L$1i,b0e0rt0y-S$o2c,i9e9ty9) David Morrison
Lynette Morrison ISoncvieistyib(le$5H00a-n$9d99)
F($5r,e0e0E0n-$te9r,p9r9is9e)Society Axia Energy Robert and Judi Newman
BBVA Compass Bank Nexgen Resources Corporation Aetna Foundation
American Furniture Warehouse BNY Mellon Wealth Mgmt. Will F. Nicholson, Jr. Bob Austin
AMG National Trust Bank Bradbury Properties Northstar Commercial Partners Mr. and Mrs. Louis Bansbach, III
Arrow Electronics John and Ann Brock OfficeScapes Kenneth and Donna Barrow
Burger Investments F.L.P. James Brownlie Republic Financial Christopher A. Benson
Community First Foundation Centennial Bank Revesco Properties Darrell and Christine Calvert
Garland D. and Carolyn S. Cox CenturyLink Rainold Family Foundation Kendra Cheese
Tad R. Herz Robert Clinton Joe S. Rhodes Chubb Insurance
The Kenneth King Foundation Colliers International Eric T. Schmidt David Cicchinelli
Mr. and Mrs. Eric Koeplin Colorado Lending Source LaKay Schmidt David Colson
Nor’Wood Foundation Consumers United Association Melanie and Tim Schmieding H. Dalton Conner
Square Two Financial Dobbins Foundation Shea Homes Robert Deuschle
Trueblood Foundation Meg and Jamie Duke Steven Talley Charles W. Ennis
UMB Bank, N.A. Ent Federal Credit Union Mrs. Thomas (Bea) Taplin Patrick A. Grant
WhiteWave Foods Company First American State Bank Tri-State Generation and David P. Herm
Joe Woodford Nick and Anne Hackstock Transmission (Patrick Bridges) Ray and Dottie Joyce Fund
Honnen Equipment Company Ed and Lynn Trumble Gail and Kim Koehn
(A$3,0d0am0-S$4m,9it9h9S) ociety Richard R. Kelley US Bank Kubat Equipment & Service Co.
Mr. and Mrs. James E. Kneser George G. Vaught, Jr. Philip and Anita Lane
Cletus (Bud) Byrne, Jr. Koelbel and Company James T. Warren Jerome Lewis
Koelbel Family Foundation Buz and Sherri Koelbel Michele & Jeff Warren David Loose
Bruce W. Peterson Lee & Bev Kunz Foundation Alfred S. Watson Tracy McCarthy

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 17


Sandra Michel John B. Lundberg Johnson & Wales University Jenna Schlageter
Thomas and Kim Monson Danny Mientka Marc Johnson Ian Thomas Dylan Shelton
James Powers Dean Obenauer Robert Lackner Curtis Smith
Prescott Ranches, LLC Amanda Peterson Lee and Donna Larsen William Smith, III
Richard L. and Marcia Robinson Debbie Pierce Robert E. Leverington Kristin Stants
James Rose Robert and Mary Prall John Lonnquist Lisa Vogt
Harold Roth James and Jeanne Quinn Cheryl Lovell Peter Wall
Debbie Schmidt and Kris A. David and Leesa Schrock Jonathan Lurie Susan White
Marvin Strait Kathleen Lutito
Shelton Andrew Testerman Donald Macy In-Kind Supporters
William Schuck Michael Williams Laura E. Mitton
Mark and Jennifer Schwartz Chris Mohler Margaret M. Altoff
Tim Sheesley (E$d10u0ca-to$r2s4S9)ociety Richard L. Monfort BBVA Compass Bank
Sandy Shoemaker Jeffrey Nathanson John and Ann Brock
Alan Sowers Advoda Communications Jolyn Moses Robert Clinton
Eric Steiner (Central Colorado Alliance Bernstein Matching Mike Nelligan Colorado Data Mail
Gene and Carol Pfeffer Council for Economic
Management Co.) Gift Program Paul Prentice
Summit Economics LLC John Andrews Koger Propst Education (New York City)
Tim Trumble Anonymous Adam Sands Dale DeBoer
Wagner Equipment Company Sheila Atwell Mike Serio Denver Post Educational
Walmart Distribution Ctr 6019 Douglas Bakke Marlis Smith
Pamela and Marvin Weinstein David Barnes Marion H. Sondermann Services
Max Wiley Tom Baroch Douglas and Ann Foster Sparks Federal Reserve Bank of
Linda Wolcott Roger Behler David St. Andre
Donald and Teresa Yohon Dana Scott Bondy Steve Stillwell Kansas City, Denver Branch
Justin Borus Bill Strickland FirstBank Holding Company
E($c2o5n0o-m$i4st9S9)ociety Nancy Brown Rod Thacker First Western Financial
Douglas and Constance Moffit United Way Gannett Community Fund/
Dennis and Wilma Barrett Vectra Bank Colorado
Bill Barrett Corporation Cain Jeff Wadsen 9 KUSA-TV
Castle Keep Development, Inc. George and Jean Anne Caldwell Randall S. Wells Great-West Financial
Ward V.S. Cerny Andrew C. Wilson The Gus A. Stavros Center
(Tracy Wilkes) Dennis and Betty Coit Young Americans Center for
Laurence W. DeMuth, Jr. Heidi Conley for Free Enterprise and
Nic Eliason Robert Cutter Financial Education Economic Education
Don and Agnes Enright Charles Dahlman Hampton Inn and Suites Denver
Scott Fisher Ric Denton Friends of CCEE Joseph Greene
Charles Frederickson Carl Donner Microsoft
G. Richard Friedman Jason Ells Margaret Altoff Online Trading Academy
Sidney B. and Caleb F. Steve Everson Anonymous Woodford Foundation
Charlie and Barbara Ferguson Ethan S. Braid
Gates, Jr. Fund Mary Alice Fullerton John Cochran
Mike and Linda Gorman First Western Financial Adam Cronk
Dennis Grogran The Garden City Company Scott Drakulich
Guy’s Floor Service Inc. Zoe Gentry Sandra Evans
Hutchison Incorporated Chris Hammond Joseph Greene
Russell Haskell Stephanie Hartman, Ph.D
(George “Buck” Hutchison) A. Barry and Arlene Hirschfeld Catherine Hassler
M. Doak Jacoway Melissa Hubbard Goeff Hollingsworth
C. Howard Johnson Kyle Hybl Ronald and Susan Littmann
C. Howard Kast James and Geri Irwin Brooks Rarden
Larry Kendall
Susan and Carl Koonsman
Jim Lorenzen

16 18 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Invest in the Gift of Education

CCEE’s Cause of Education write the Colorado Academic Standards
for Economics that school districts now follow.
The mission of the Colorado Council for Eco-
nomic Education (CCEE) is to help Colo- Who We Help
rado teachers close the gap between
what the next generation needs With a small, efficient staff and
to know about our country’s contract faculty, CCEE utilizes
economic system, and what a train-the-trainer model to
they are learning in school. annually help 1,500+ teach-
Our goal is for students to ers become highly effective
develop the real-life deci- in teaching economics and
sion making skills that will personal financial literacy
prepare them to be well- to more than 100,000+
informed and successful students each year. This
participants in our nation’s strategic multiplier effect
market economy. means that your donations are

With CCEE leading the way, the Colo- stretched to the maximum impact
rado General Assembly passed legislation in possible to help hundreds of thou-
1995 mandating that school districts teach economics. sands of students be better prepared to
Subsequently, CCEE helped the Colorado Department chart a prosperous future for themselves and for our
country.

Education is simply the soul of a society as it
passes one generation to another

- G.K. Chesterson

Make a Lasting Impact

Honor CCEE’s heritage of empowering students through economics and personal
financial literacy with a current legacy gift to any of several CCEE funds or
endowments, or with a future planned gift. There are several great ways to
accomplish this:

Gift of securities (e.g., appreciated Gifts of real estate or
stock) by direct transfer other assets

Designate CCEE as a beneficiary of Bequest in your will or
your retirement account (401(k)), trust naming CCEE*
insurance policy or charitable trust

*Colorado Council on Economic Education (d/b/a Colorado Council for Economic Education)

More Information

Nicole Lovato: 303-752-2323, nicolel@ccee.net

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 19


2014-2015 Financials

Revenue Expenses Net Assets

77.5% Donations, $626,546 Program Services: 39.7% Unrestricted Operating,
8.8% In-kind Donations, $71,250 55.9% Teacher Programs, 38.2% $390,449
4.6% Special Events, $36,966 8.1% Unrestricted Board
4.0% Contract Services, $427,390 14.0% D esignated, $375,055
$31,941 18.2% Stock Market Experience, Temporarily Restricted,
2.7% Publications/Other In- $79,737
come, $22,025 $138,882 Permanently Restricted,
1.7% Teacher Program Fees, Supporting Services: $137,661*
$13,925 14.2% Management & General,
.7% InvestmentIncome,$5,971
$108,726
11.7% Fundraising, $89,656

*These permanently restricted (endowment) funds are held by the Community First Foundation for CCEE and are comprised of specific donations from
CCEE donors and matching funds from the Community First Foundation.
For a copy of the audited financial statements, or the IRS Form 990, contact the Colorado Council for Economic Education.

CCEE Staff

Leslie Foster, Rob Clinton, Nicole Lovato, Heidi Conley, Linda Cannon, Marc Johnson, and Amanda Dixon
20 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


Board of Directors

Chair Scott Drakulich Amanda Peterson
Colorado Lending
Michele Warren Buckhorn Energy Source
Services Bruce Peterson
Centennial Bank
Joe Greene Rio Grande Co.
Adam Smith Society
Greene Marketing Debbie Pierce
Walter (Buz)
Koelbel, Jr. Chris Hammond Daniels Fund

Koelbel & Company West Elk Partners Brooks Rarden
Treasurer
Stephanie US Bank
Patrick Bridges Hartman, Ph.D.
Melanie Schmieding
Tri-State Generation Colorado Department
and Transmission of Education Wells Fargo Private Bank
Secretary
Sherri Koelbel William Schuck
Christopher Benson
Community Leader The Schuck Corporation
Avant-Garde Advisors
Eric Koeplin
Peggy Altoff
The Milestone Group
Colorado Springs School
District 11, retired

Dana Bondy

BBVA Compass

Ward Cerny Taylor Merritt Tim Sheesley

Bernstein Global Wealth Merritt Equipment Xcel Energy
Management Company
Sandy Shoemaker
David Cicchinelli Sandra Michel
EKS&H
FirstBank Holding AMG National Trust
Company Bank Andrew Testerman

David Colson Chris Mohler Cordillera Corporation

SquareTwo Financial Wells Fargo Bank

Chuck Dahlman David Morrison Andrew Wilson

Regis University, retired Colliers International MWH Global

COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT 21


The Colorado Council for Economic Education acknowledges the
generous support from the following Colorado businesses:

Investing in Students by Training Teachers

3443 So. Galena Street, Suite 190 | Denver, Colorado 80231 | 303-752-2323 | www.ccee.net
An independent affiliate of:

22 COLORADO COUNCIL FOR ECONOMIC EDUCATION 2014-2015 ANNUAL REPORT


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