Credit Education
Resources Foundation
Resources Foundation
The Credit Education Resources Foundation was established in 1989 in
response to the growing need for consumer credit education. This not-for-profit
organization was designed to develop and implement a program of credit
education for the consumer through publications, meetings, study groups and
seminars. Members of Credit Professionals International conduct programs
around the U.S. and Canada for students, senior citizen groups, civic and
service clubs and for the general public.
In July of 2000, Credit Education Resources Foundation released an audiotape,
Take Charge of Your Life,
geared toward educating the general public on financial topics such
as:Getting Started
How Credit Works
Credit Cards
Your Credit Record
How to Protect Your Credit
Banking
Budgeting
Fraud
This professional look at credit issues facing everyone was written by members
of Credit Professionals International and other leaders in the credit industry.
Instructor's Guide for "Take Charge of Your Life" Click to see announcement
Companion PowerPoint Presentation
Important User's Instructions for the PowerPoint Presentation
Walk-A-Thon
Each year, Credit Education Resources Foundation and the members of Credit
Professionals International hold a Walk-A-Thon in conjunction with the annual
conference. Proceeds from the Walk-A-Thon support the Foundation's credit
education activities. Twenty-five percent of the proceeds go to the National
Center for Missing and Exploited Children.
In addition many CPI Local & District Associations hold Walkathons to raise
money prior to the conference. CPI would like to help your local or district by
providing forms to help you facilitate a walkathon:
Chairman's Information
Poster for your Walkathon
Collection Report Form
Pre Walkathon News Release
Donation Receipts
Proceeds Report
Foundation Information
Post Walkathon New Release
Insurance Form
Recognition Certificate
Order Form
Recognition Report
Sponsor Mailer
Please send info of your walkathon to CPI!
For additional information, contact Credit Education Resources Foundation,
What You Should Know About Your Foundation!!!
The Credit Education Resources Foundation, commonly referred to as "The
Foundation" (formerly "CERF"), was established as the tool for us to accept
donations to our organization that are tax-deductible through a 501( c)(3)
corporation.
The Foundation was started at the August meeting in St. Louis in 1987. The
process to get everything in place took over another year and the charter was
granted in 1989.
Money that is received by the Foundation is designated as donations.
The Walk-A-Thons were the first projects put into place to generate funds for the
Foundation. The first two Walk-A-Thons were done in 1988 in Calgary, Canada
by the then International President, Hazel Wilson-Knopp's association and Twin
Falls, Idaho by the then District 10 Credit Professional Presidents, Terry J
Rowe's association. The Walk-A-Thon program has brought in a steady income
for the Foundation.
The Foundation worked to link up with an international cause, to tie the
Foundation to, hoping to add additional advertising opportunities for the
Walk-A-Thons that would increase the volume and give recognition to the
Foundations efforts. Hazel Wilson-Knopp met with the Center for Missing and
Exploited Children and Child Find Canada, newer organizations working to find
missing children. They met with the founders of those organizations, including
then Governor, William Clinton. Thus came the partnership with the three
organizations. As the associations in Canada disbanded we continued our
partnership with the Center for Missing and Exploited Children, giving a
percentage of the funds earned through the Walk-A-Thons to the center, a
percentage is given back to the association having the event and the balance
stays with the Foundation to further Credit Education projects.
The funds from the Foundation are used to create educational information for
our members and the public sector. The number of Walk-A-Thons have
diminished through the years, and the tapes explaining the Center for Missing
and Exploited Children have been not been used and fewer Walk-A-Thon kits
are being ordered. Some associations have chosen to have non-walking
walk-a-thons, or have been very creative in having dance-a-thons, bowl-a-thons,
but the numbers are down significantly.
We continue to have Walk-A-Thons at the International Conferences,
encouraging all local, state and districts to actively participate by sending
donations to the District Presidents to turn in at the International Walk-A-Thon. If
you our your association are interested in having a local, state or district walk a
thon, please contact the corporate office for details.
Though the years we have applied for grants without success. This has sent us
in search of other non-dues funding and projects. We have had the District
Basket raffles at the International Conferences, the dollars in the air, and 50/50
drawing with the proceeds all going to the Foundation to pay for educational
material. Many of the educational materials ordered and published through the
International offices have been funded by the Foundation.
Some of the ways that the money has come into the Foundation are: personal
donations, memorial donations, and miscellaneous donations. These fund make
up a small but important part of our funding and are gratefully appreciated.
After a grant from Helen B. Sawyers, CCCE, Past International President the
Foundation sought a project to reach both the communities and membership of
our organization.
In 1999-2000 after much planning, we decided to produce a CD/Cassette
program to offer for sale. Authors were found to write lessons that we compiled
wrote scripts for and recorded at a sound studio in St. Louis, where we hired a
male narrator and the volunteered voice of Terry J Rowe as the female narrator
for the CD/cassette program. The program is "Take Charge Of Your Life". It
consists of seven lessons that help the listener learn how to get the things in life
that they want, how to be in charge of what happens to them, and that their
financial future depends on knowing how to manage your money wisely.
The topics included in the program include: Introduction and Getting Started,
How Credit Works, Credit and Credit Cards, You and Your Credit Record, You
and Your Money Part 1 and Part 2, and Protection Against Fraud. The authors
are many of the lessons are the names you have seen over the years in
leadership of Credit Professionals, as well as individuals procured by our
members and International Board of Directors.
The foundation continues to look at worthwhile educational projects, and in
doing so felt that there needed to be a guide created to accompany the
CD/Cassettes "Take Charge of Your Life". So, with the help of Esther
Worthington, then Executive Director of CPI and then under the direction of
Carol Neal, CCBE, the Workbook was created and is available to all local
associations. They can request their initial copy at no cost, then the cost is
dependent on number, postage and if tapes or CD's were also ordered. Contact
the Corporate office for details.
The foundation also initiated the Certification program, which has been very
successful in the last year. More and more members are being certified each
year and now many of those certified in the beginning are renewing their
certification after having for five years. To find out more about certification click
here.
The foundation pays a portion of the expenses for running the International
office, it funds the magazine, The Credit Professional, and many brochures. The
Foundation has offered scholarships for the last few years to first time
attendees, one each from each District, to the International conferences.
The Foundation supports our current Web Site and we invite you to glean
additional information from that site. www.creditprofessionals.org .
To quote former Foundation President Mary Nebeker, "The Walk-A-Thon
Chairman The Foundation continues to accept donations and to look for creative
and productive ways to gain revenue to teach and train our own members and
then to teach the community at large".
Get the word out to your local, state and District meetings about the Foundation,
and the educational opportunities it provides to the membership and
communities through Credit Professionals International.
If you have questions concerning the Foundation, making contributions to the
Foundation, or working with the Foundation, please contact foundation
President, the Corporate office or Credit Professionals International web site, or
any District President, or CPI officer or board member.
About the Author:
Terry J Rowe, CCCE/MPCE is the President of the Credit Education Resources
Foundation. She was CPI International President in 1994/95 and is serving her
third year as Foundation President. Terry is Past President of District Ten Pacific
Northwest Council twice, State of Idaho, and Vice President of the Credit
Association of Magic Valley, Twin Falls, Idaho. She is Regional Branch Manager
for Pioneer Federal Credit Union in Twin Falls, Gooding and Jerome Idaho.
tj@magiclink.com
QUICK INFORMATION SHEET
response to the growing need for consumer credit education. This not-for-profit
organization was designed to develop and implement a program of credit
education for the consumer through publications, meetings, study groups and
seminars. Members of Credit Professionals International conduct programs
around the U.S. and Canada for students, senior citizen groups, civic and
service clubs and for the general public.
In July of 2000, Credit Education Resources Foundation released an audiotape,
Take Charge of Your Life,
geared toward educating the general public on financial topics such
as:Getting Started
How Credit Works
Credit Cards
Your Credit Record
How to Protect Your Credit
Banking
Budgeting
Fraud
This professional look at credit issues facing everyone was written by members
of Credit Professionals International and other leaders in the credit industry.
Instructor's Guide for "Take Charge of Your Life" Click to see announcement
Companion PowerPoint Presentation
Important User's Instructions for the PowerPoint Presentation
Walk-A-Thon
Each year, Credit Education Resources Foundation and the members of Credit
Professionals International hold a Walk-A-Thon in conjunction with the annual
conference. Proceeds from the Walk-A-Thon support the Foundation's credit
education activities. Twenty-five percent of the proceeds go to the National
Center for Missing and Exploited Children.
In addition many CPI Local & District Associations hold Walkathons to raise
money prior to the conference. CPI would like to help your local or district by
providing forms to help you facilitate a walkathon:
Chairman's Information
Poster for your Walkathon
Collection Report Form
Pre Walkathon News Release
Donation Receipts
Proceeds Report
Foundation Information
Post Walkathon New Release
Insurance Form
Recognition Certificate
Order Form
Recognition Report
Sponsor Mailer
Please send info of your walkathon to CPI!
For additional information, contact Credit Education Resources Foundation,
What You Should Know About Your Foundation!!!
The Credit Education Resources Foundation, commonly referred to as "The
Foundation" (formerly "CERF"), was established as the tool for us to accept
donations to our organization that are tax-deductible through a 501( c)(3)
corporation.
The Foundation was started at the August meeting in St. Louis in 1987. The
process to get everything in place took over another year and the charter was
granted in 1989.
Money that is received by the Foundation is designated as donations.
The Walk-A-Thons were the first projects put into place to generate funds for the
Foundation. The first two Walk-A-Thons were done in 1988 in Calgary, Canada
by the then International President, Hazel Wilson-Knopp's association and Twin
Falls, Idaho by the then District 10 Credit Professional Presidents, Terry J
Rowe's association. The Walk-A-Thon program has brought in a steady income
for the Foundation.
The Foundation worked to link up with an international cause, to tie the
Foundation to, hoping to add additional advertising opportunities for the
Walk-A-Thons that would increase the volume and give recognition to the
Foundations efforts. Hazel Wilson-Knopp met with the Center for Missing and
Exploited Children and Child Find Canada, newer organizations working to find
missing children. They met with the founders of those organizations, including
then Governor, William Clinton. Thus came the partnership with the three
organizations. As the associations in Canada disbanded we continued our
partnership with the Center for Missing and Exploited Children, giving a
percentage of the funds earned through the Walk-A-Thons to the center, a
percentage is given back to the association having the event and the balance
stays with the Foundation to further Credit Education projects.
The funds from the Foundation are used to create educational information for
our members and the public sector. The number of Walk-A-Thons have
diminished through the years, and the tapes explaining the Center for Missing
and Exploited Children have been not been used and fewer Walk-A-Thon kits
are being ordered. Some associations have chosen to have non-walking
walk-a-thons, or have been very creative in having dance-a-thons, bowl-a-thons,
but the numbers are down significantly.
We continue to have Walk-A-Thons at the International Conferences,
encouraging all local, state and districts to actively participate by sending
donations to the District Presidents to turn in at the International Walk-A-Thon. If
you our your association are interested in having a local, state or district walk a
thon, please contact the corporate office for details.
Though the years we have applied for grants without success. This has sent us
in search of other non-dues funding and projects. We have had the District
Basket raffles at the International Conferences, the dollars in the air, and 50/50
drawing with the proceeds all going to the Foundation to pay for educational
material. Many of the educational materials ordered and published through the
International offices have been funded by the Foundation.
Some of the ways that the money has come into the Foundation are: personal
donations, memorial donations, and miscellaneous donations. These fund make
up a small but important part of our funding and are gratefully appreciated.
After a grant from Helen B. Sawyers, CCCE, Past International President the
Foundation sought a project to reach both the communities and membership of
our organization.
In 1999-2000 after much planning, we decided to produce a CD/Cassette
program to offer for sale. Authors were found to write lessons that we compiled
wrote scripts for and recorded at a sound studio in St. Louis, where we hired a
male narrator and the volunteered voice of Terry J Rowe as the female narrator
for the CD/cassette program. The program is "Take Charge Of Your Life". It
consists of seven lessons that help the listener learn how to get the things in life
that they want, how to be in charge of what happens to them, and that their
financial future depends on knowing how to manage your money wisely.
The topics included in the program include: Introduction and Getting Started,
How Credit Works, Credit and Credit Cards, You and Your Credit Record, You
and Your Money Part 1 and Part 2, and Protection Against Fraud. The authors
are many of the lessons are the names you have seen over the years in
leadership of Credit Professionals, as well as individuals procured by our
members and International Board of Directors.
The foundation continues to look at worthwhile educational projects, and in
doing so felt that there needed to be a guide created to accompany the
CD/Cassettes "Take Charge of Your Life". So, with the help of Esther
Worthington, then Executive Director of CPI and then under the direction of
Carol Neal, CCBE, the Workbook was created and is available to all local
associations. They can request their initial copy at no cost, then the cost is
dependent on number, postage and if tapes or CD's were also ordered. Contact
the Corporate office for details.
The foundation also initiated the Certification program, which has been very
successful in the last year. More and more members are being certified each
year and now many of those certified in the beginning are renewing their
certification after having for five years. To find out more about certification click
here.
The foundation pays a portion of the expenses for running the International
office, it funds the magazine, The Credit Professional, and many brochures. The
Foundation has offered scholarships for the last few years to first time
attendees, one each from each District, to the International conferences.
The Foundation supports our current Web Site and we invite you to glean
additional information from that site. www.creditprofessionals.org .
To quote former Foundation President Mary Nebeker, "The Walk-A-Thon
Chairman The Foundation continues to accept donations and to look for creative
and productive ways to gain revenue to teach and train our own members and
then to teach the community at large".
Get the word out to your local, state and District meetings about the Foundation,
and the educational opportunities it provides to the membership and
communities through Credit Professionals International.
If you have questions concerning the Foundation, making contributions to the
Foundation, or working with the Foundation, please contact foundation
President, the Corporate office or Credit Professionals International web site, or
any District President, or CPI officer or board member.
About the Author:
Terry J Rowe, CCCE/MPCE is the President of the Credit Education Resources
Foundation. She was CPI International President in 1994/95 and is serving her
third year as Foundation President. Terry is Past President of District Ten Pacific
Northwest Council twice, State of Idaho, and Vice President of the Credit
Association of Magic Valley, Twin Falls, Idaho. She is Regional Branch Manager
for Pioneer Federal Credit Union in Twin Falls, Gooding and Jerome Idaho.
tj@magiclink.com
QUICK INFORMATION SHEET
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Credit Professionals International
10726 Manchester Road, Ste. 210,
St Louis, Mo 63122
Phone: 314-821-9393
Fax: 314-821-7171
Email:creditpro@creditprofessionals.org
10726 Manchester Road, Ste. 210,
St Louis, Mo 63122
Phone: 314-821-9393
Fax: 314-821-7171
Email:creditpro@creditprofessionals.org