Partner Signup

Sign up to become a Money Smart Week partner. If you already are a partner, click here to log in.

Money Smart Week Partner Guidelines
  • All workshops, seminars and activities should be educational in nature and actively support attendees in improving their knowledge, behaviors, and habits related to personal finances - from basic savings to advanced investment strategies.
  • Sales pitches and/or commercial marketing are prohibited. Violators will be dismissed from the program in accordance with Federal Reserve policy.
  • Workshops, seminars, and activities should be free and open to the public.
    • Private events are permitted for appropriate audiences such as students, employees, and professional groups, but will not be posted on the Money Smart Week public calendar on the website. This calendar is searchable by the public. The event should still be submitted on the Money Smart Week website so that a private event page and link can be created and shared with your attendees and the event can be counted as part of the Money Smart Week campaign.
Money Smart Week Partner Responsibilities
Event Marketing and Operations
  • Partners should provide vision, leadership, and general direction to third-party sponsors/presenters.
  • Participating organizations should appoint a representative to manage Money Smart Week activities and to attend monthly planning meetings leading up to the event.
  • Partners should implement marketing and/or promotional materials for their individual events to build attendance. General Money Smart Week promotional materials will be made available to help with media efforts.
Surveys and MSW Event Information
  • Partners should complete and submit event metrics to the Federal Reserve Bank of Chicago, including attendance numbers for all events, partner surveys, participant surveys, photos, media clips and samples of materials used during the campaign before May 10th, 2019.