The objectives and activities of the Get Smart Wausau Coalition are:

• To maintain a framework for mutually beneficial partnership arrangement to support and provide financial literacy education
• To encourage an understanding between the partners of each other’s needs and capabilities
• To offer and promote training programs on important financial issues
• To offer GSW member exclusive proprietary participation in activities of the Coalition
• To work cooperatively with a variety of organizations impacting the financial stability of residents of Marathon County

All members must adhere to the mission and vision of the Coalition by:

• Elevating community awareness of financial literacy education, products and services provided by the Coalition members through collaborative marketing efforts.
• Increasing the access to and use of effective education and counseling resources in the area of financial topics
• Participate in efforts to identify new financial products/ideas, challenges and opportunities

Members will advocate for consumers to utilize financial literacy education and the use of quality and affordable financial products.  They will assist consumers in making an informed decision about financial products and/or services.

Members will advance the mission of the Coalition through in-kind, financial or other support as appropriate

• The full Coalition will convene once a month until a time when bi-monthly or quarterly meetings are deemed appropriate
• The work and activities of the Coalition will take place through smaller workgroups in between full Coalition meetings
• The Coalition agrees to have workgroups in the following areas:  Money Smart Week, Money Conference, Membership and Education, Convenience Lending,  Personal Finance and Home Buyer Education

• Use of the Coalition brand in media
• Listing on the Coalition brand website with contact information
• Inclusion in all Coalition marketing campaigns, including media and public promotion of Coalition successes and market trends.
• Opportunity to share information and network
• Opportunity to participate in all Coalition outreach events and activities
• Receive information that tracks the cumulative efforts of Coalition members and workgroups
• Membership educational/professional events

1. Members will comply with all applicable state and federal laws and industry code of ethics pertaining to their specific business.
2. Agree to pay annual membership dues to support the activities and work of the Coalition
3. Each member will appoint an individual or additional staff who will actively participate in Coalition activities by joining one or more workgroups
4. Each member will commit to volunteer a minimum of 12 hours per year
5. Membership in the Coalition shall be open to business, organization or individual interested in the mission, vision, objectives and activities of the Coalition.  
6. Potential new members will complete a Membership Application which will be evaluated to ensure that the organization’s practices match the goals of the Coalition.   
7. Upon completion of the evaluation process, membership in the Coalition must be approved by 80% of the current membership. 

• Annual fees are based on membership status in the Coalition and will support activities and programs implemented on behalf of Coalition members.
• Membership is conditional upon the Member’s adherence to supporting the mission of the Coalition.  

Financial Institutions/Corporate/For-Profit	$200
Nonprofit/Governmental/Educational	$0 *
Individual	$75