Volunteer Resources
Tools
Online Budgeting Tool: www.everydollar.com
User ID: david.lo@calcpa.org
Password: CALCPA123!
Demonstrate how to create a budget in a few quick easy steps. Internet connection required.
Poll Everywhere: www.polleverywhere.com
User ID: david.lo@calcpa.org
Password: Inst2017
This polling tool helps engage audience members with polling questions during any presentation. Questions can be embedded into power point presentations. Audience members can text in their answers and submit questions. Moderating is done via an app that can be downloaded onto any iPhone or Android phone.
CalCPA Financial Literacy Volunteer Questionnaire:
CalCPA Institute seeks to continually improve its financial literacy program. All current volunteers are encouraged to take a few minutes to answer this brief questionnaire so we can better match our volunteers with presentation opportunities.
Understanding Personal Finances (Spanish/English)
Household Budget Worksheet (Spanish)
Dollars & Sense General Workshop (Spanish)
