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Financial Literacy
101 - Maximizing
Results
PwC for FIRST WASHINGTON
May 2020
PwC
Time Activity
5 min 1 - Introductions - PwC (Lindsey, Francis, Shelly)
10 min 2 - Financial Literacy
15 min 3 - Budgeting
10 min 4 - Keys for Success
10 min 5 - Q&A
5 min 6 - Tips and Resources
Agenda for Today
Financial Literacy 101: Maximizing Results
2
Introductions
Welcome - Hosted by PwC
236,000 Professionals in 157 Countries
PwC’s professional services, including audit and
assurance, tax and consulting, cover such
areas as cybersecurity and privacy, human
resources, deals and forensics. We help
resolve complex issues and identify opportunities
across these industries.
Who’s Here Today:
Lindsey Haynes
Francis Gelormini
Shelly Gasperine
Our purpose
To build trust in society and solve important problems
Why
Our vision
To be the leading professional services firm in the world
What
Act with
integrity
Make a
difference
Care Work
together
Reimagine
the possible
Our values
How
Financial Literacy
PwC 7
PwC
Budgets and Financial Literacy
8
Key Terms
Budgeting
PwC 10
PwC
FRC Sample Budget
11
Link to Sample Budget:
https://docs.google.com/spreadsheets/d/1zG7w6cvaRAXwKTtwRizKAujd6hxS_y3h/edit#gid=802449345
PwC
Example Budget
Link to Template
Updates:
● Different Team Expenses
○ Build, marketing,
business, etc.
● Annual Fees
● Competition Entry Fees
● Team meeting expenses
● Fundraising & Individual
Contributions
Link to Updated Budget
Keys to Success
PwC
Keys Takeaways
Successful
Budget
Q & A
Resources
PwC
Resources to Learn and Try
17
Financial and Project Management Resources
Great templates are available for:
● Gantt Charts
● Agile / Kanban
● Retrospectives
● Budgets
For example, free templates at:
● Google Docs/Sheets
● Microsoft Office Templates
● SmartSheets
Apps / Tools
● Asana, Trello, Basecamp, etc.
● Wunderlist, MeisterTask
● Retrium
PwC Resources
Access Your Potential Financial Literacy Curriculum
PwC Digital Fitness App
PwC
PwC Earn Your Future Classroom
18
Sign up today at https://app.pwcfdnearnyourfuture.org/

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FIRST-WA-Financial-Planning-May-2020.pdf

  • 1. Financial Literacy 101 - Maximizing Results PwC for FIRST WASHINGTON May 2020
  • 2. PwC Time Activity 5 min 1 - Introductions - PwC (Lindsey, Francis, Shelly) 10 min 2 - Financial Literacy 15 min 3 - Budgeting 10 min 4 - Keys for Success 10 min 5 - Q&A 5 min 6 - Tips and Resources Agenda for Today Financial Literacy 101: Maximizing Results 2
  • 4. Welcome - Hosted by PwC 236,000 Professionals in 157 Countries PwC’s professional services, including audit and assurance, tax and consulting, cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries. Who’s Here Today: Lindsey Haynes Francis Gelormini Shelly Gasperine
  • 5. Our purpose To build trust in society and solve important problems Why Our vision To be the leading professional services firm in the world What Act with integrity Make a difference Care Work together Reimagine the possible Our values How
  • 8. PwC Budgets and Financial Literacy 8 Key Terms
  • 11. PwC FRC Sample Budget 11 Link to Sample Budget: https://docs.google.com/spreadsheets/d/1zG7w6cvaRAXwKTtwRizKAujd6hxS_y3h/edit#gid=802449345
  • 12. PwC Example Budget Link to Template Updates: ● Different Team Expenses ○ Build, marketing, business, etc. ● Annual Fees ● Competition Entry Fees ● Team meeting expenses ● Fundraising & Individual Contributions Link to Updated Budget
  • 15. Q & A
  • 17. PwC Resources to Learn and Try 17 Financial and Project Management Resources Great templates are available for: ● Gantt Charts ● Agile / Kanban ● Retrospectives ● Budgets For example, free templates at: ● Google Docs/Sheets ● Microsoft Office Templates ● SmartSheets Apps / Tools ● Asana, Trello, Basecamp, etc. ● Wunderlist, MeisterTask ● Retrium PwC Resources Access Your Potential Financial Literacy Curriculum PwC Digital Fitness App
  • 18. PwC PwC Earn Your Future Classroom 18 Sign up today at https://app.pwcfdnearnyourfuture.org/