National Board Member Log in Page

Board Member Pitch Book
(Last updated January 2017)

Why Jump$tart? Brochure

Board Member Talking Points: About Jump$tart, the Clearinghouse, National Standards, National Educator Conference, Financial Literacy Month and Hill Day
(Last updated March 2016)

Board of Directors Meeting, Thursday, July 27, 2017 - 9:00 a.m. - 12:00 p.m. (Eastern)

Conference of State Bank Supervisors - 9th Floor - 1129 20th St. NW, Washington, DC  20036

Agenda - July 27, 2017 

Minutes - April 6, 2017

Vanguard Investment Report - June 2017

Financial Statement - May 2017

New Partner Application - Andson, Inc.

New Partner Application - CricketMedia

New Partner Application - FELA

New Partner Application - Global Financial Literacy Excellence Center (GFLEC) at GW

New Partner Application - Investor Protection Institute

New Partner Application - Jackson Charitable Foundation

New Partner Application - National Financial Educators, Inc.

New Partner Application - StockTrak (re-joining)

Social Media Report

Teacher Spotlight Criteria

Board Discussion

2018 Proposed Schedule

Board Roster

Directors, by Class, with Terms


Board of Directors Meeting, Thursday, April 6, 2017 - 1:00 - 3:00 p.m. (Eastern)

Renaissance Washington, DC Downtown Hotel - Meeting Room 15

Agenda - April 6, 2017

Minutes - February 16, 2017

Vanguard Investment Report - February 2017

Financial Statement - February 2017

Partner Development Goals

Partner Prospects

Partner Application - Blank Application

New Partner Application - Commonwealth

New Partner Application - Funding the Future

New Partner Application - WISER

Advocacy Outline

Board Roster

Board Roster by Election Class


Board of Directors Meeting, February 16, 2017 - 1:00 - 3:00 p.m. (Eastern)

1-800-460-9858; Access 784984#

Agenda

Minutes - November 7, 2016

Vanguard Investment Report

December 2016 Financial Statement

Committee Roster/Vacancies

New Partner Application - CFPB 

New Partner Application - Eliora Games/Bulls and Bears Online

New Partner Application - LaFleur Leadership Institute

Strategy Discussion - How Does Jump$tart Define Advocacy?

Board Roster

Board by Election Class


Board of Directors Meeting, November 7, 2016 - 12 noon (Central)

Agenda

WiFi Instructions for Onsite Participants

Minutes - July 28, 2016

Investment Report

September 2016 Financial Statement

Five Questions - Summary

Revenue Proposal

Prospective Partners

Proposed Budget for 2017

Gift-in-Kind Suggestions

Communications Committee Report 

Social Media Report 

Communications Policy

Communications 2017 Calendar of Events

Financial Fridays Redesign

Teacher Spotlight

How to Raise a Money Smart Child – Plan 

How to Raise a Money Smart Child 2003 Version 

Class A Directors

New Partner Application - CentSai

New Partner Application - Lightbulb Press

2017 Board Meeting Schedule

Awards Committee Report

Education Committee Report

J$FFE Report

Clearinghouse Report

Board Roster


Board of Directors Meeting July 28, 2016

(Please click on each item's title to open and/or save the document.)

Agenda - July 28, 2016

Board Meeting Minutes from April 7, 2016

Investment Report - April 2016

Financial Statement - May 2016

Budget Allocation

Committee Charter

Committee Rosters

New Partner Application - Financial Beginnings

New Partner Application - University of Cincinnati

2017 Proposed Meeting Schedule

Board Roster

Directors by Election Class

Board of Directors Meeting April 7, 2016

(Please click on each item's title to open and/or save the document.)

Agenda - April 7, 2016 Board Meeting

Board Meeting Minutes from January 28, 2016

Financial Statement, February 2016 

Investment Report, March 2016

Proposed Budget 2016

Proposed State Coalition Representation

Proposed Changes to Education Committee

Why Jump$tart? Brochure

Clearinghouse Postcard

2016 Core Focus

Board Roster

Board Roster by Election Class


Most recent Jump$tart Board of Directors Meetings:

Board of Directors Meeting November 9, 2015

(Please click on each item's title to open and/or save the document.)

Board Agenda - November 9, 2015

Board Minutes - July 23, 2015

Investment Report - Vanguard - Third Quarter 2015

Financial Statement - August 2015

Year-End Projection Document

Directors by Class - Class C Directors' Election

2016 Meeting Schedule

Board Roster

Communications Committee Presentation

Strategic Plan Report


Board of Directors Meeting July 23, 2015

(Please click on each item's title to open and/or save the document.)

Board Agenda – July 23, 2015

Board Minutes – April 23, 2015

Executive Committee Minutes – June 3, 2015

Financial Statement – May 2015

Vanguard Statement – June 2015

Vanguard Performance Report – June 2015

New Partner Application – NextGen (Resubmission)

Supplemental Information – Next Gen

Committee Assignments

Committee Charter

Financial Literacy Month 2015: Partners in Action

National Educator Conference Save-the-Date Card

National Educator Conference Sponsorship Outline

Growing the 2015 NEC

Proposed Calendar for 2016


Board of Directors Meeting April 23, 2015

(Please click on each item's title to open and/or save the dcument. To open all files combined
in one file, please click here. )

Board Meeting Agenda April 23, 2015

January 29, 2015 Meeting Minutes

February 2015 Financial Statement

March 2015 Investment Report

2015 Committee Roster

2015 Board Roster

Board of Directors Meeting January 27, 2015

(Please click on each item's title to open and/or save the dcument. To open all files combined
in one file, please click here. )

Board Meeting Agenda - January 29, 2015

Minutes from November 10, 2014

November 2014 Financial Statement

Vanguard Investments Report

2015 Jump$tart Coalition "Draft" Budget

Audit Letter

Audited Financials, 2013

New Partner Aopplications:

     Call for Action

     Fidelity

Why Jump$tart?

Jump$tart 2015 Annual Awards Dinner Graphic

Meeting Schedule 2015

Board of Directors Meeting November 10, 2014

(Please click on each item's title to open and/or save the dcument.)

Board Meeting Agenda – November 10, 2014
July 17, 2014 Board Meeting Minutes
Vanguard Investment Report

August 2014 Financial Statement
Development Committee
     Dues Proposal
     Proposed Policy on Nonpayment of Dues

Class B Directors
New Partner Applications
     • NCAI
     • NCAI Supplementary Document
     • Stock-Trak
     • NextGen
     • Wall Street Survivor
     • Wall Street Survivor Supplementary Document
Board Roster
2015 Meeting Schedule

Board of Directors Meeting July 17, 2014
(Please click on each item's title to open and/or save the document.)

Agenda Board Meeting July 17, 2014

Minutes from April 9, 2014 Board Meeting

Investment Report:

     Vanguard Performance Report

     Vanguard Portfolio Position

     May 2013 Financial Statement

Governance Committee Report:

     Committee Charter

     Committee Rosters

     New Partner Applications:

          Encore Capital Group

          National Financial Educators Council - resubmission

Survey Committee Report

     Presentation of Options 

Additional Reports

     Board Roster

     Directors by Class, with Terms

     Tentative 2015 Schedule

Board of Directors Meeting April 9, 2014
(Please click on each item's title to open and/or save the document.)

Agenda Board Meeting April 9, 2014

Board Meeting Minutes January 22, 2014

Vanguard Report

February 2014 Financial Statement

New Partner Applications:
      National Financial Educators Council
      Network Branded Prepaid Cards Association

Common Core State Standards

New Clearinghouse Criteria