Bank, partners commit $50K to state’s financial literacy initiative

Marketing communications manager Kate Knox looks on as Jay McKenna reveals a memento shaped like the North Shore Bank Safari Train at the Milwaukee County Zoo at our May 11 event at Corporate.

At a centennial celebration at Corporate on May 11, North Shore Bank announced a $50,000 commitment to support the ELEVATE Wisconsin financial wellness program.

Rolled out by Governor Tony Evers in June 2022, ELEVATE Wisconsin is a collaboration between the state’s public and private sectors aimed at improving Wisconsinites’ financial literacy. In its first phase, the initiative targeted the state’s approximately 30,000 government employees. Our announcement kicked off the second phase, which aims to reach 500 private employers and more than 100,000 employees by 2025.

North Shore Bank’s financial commitment to the program is a joint contribution with our partners at Mastercard, Cetera Investment Services, and Fiserv.

Along with president and CEO Jay McKenna, executive chairman Jim McKenna, and other North Shore Bank executives, the commemoration event featured dignitaries including Lt. Governor Sara Rodriguez, Brookfield Mayor Steven Ponto, Cheryll Olson-Collins from the Department of Financial Institutions, Waukesha County Executive Paul Farrow, and Wisconsin Bankers Association president and CEO Rose Oswald Poels. We received a commendation from Evers and Farrow, and were the subject of a special proclamation made by Ponto.

You can watch a video of Mr. McKenna, the lieutenant governor, and others speaking at the event here:

The event also included a display of items to be included in a 100th-anniversary time capsule that will be placed inside a wall in the Corporate lobby — and of course, cake.

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