Smart Investing@your library®

Builds Nebraska Communities

NCompass Live WebinarSmart Investing: Reference Strategies & Resources

April 30, 2014

Smart Investing@your library®

Builds Nebraska CommunitiesThis program is made possible by a grant from the

FINRA Investor Education Foundation through Smart investing@your library®, a partnership with

the American Library Association.(Please also use this acknowledgement when publicizing your staff and customer training)

Nebraska’s Project Partners

• Center for Rural Affairs• Nebraska Council on Economic Education• Nebraska Financial Education Coalition• Nebraska Library Commission (project management)• Northeast Library System (fiscal agent)• University of Nebraska-Lincoln Extension• UNL Student Money Management Center

Quick Overview of Nebraska’s Project• Smart Investing: Reference Strategies & Resources– Kicks Off Today/April 30th

– Open to the 22 Official Participating Libraries & Other Libraries

– Developed for the Santa Clara County (CA) Library System

• Library Resource Kits– Kits provided to the 22 Participating Libraries– Kits available to other Nebraska Libraries through

Inter-Library Loan & OverDrive

Quick Overview of Nebraska’s Project (Continued)

• Marketing & Outreach– Taking a Blended Approach to PR– Media Training Guide– Marketing/Outreach Planning Template

• Customer Online Training– On-site Trainer provided for the 22 Participating Libraries– Other libraries welcome to use the online curriculum via

Nebraska’s Moodle site– Developed by Iowa State University Extension

• Evaluation

What $$Financial/Money$$

questions are you getting from your library

customers?

What Audience Would You Target?

• Starting Out: Establishing an Investment Plan

• Building Up: Fine-tuning your portfolio and planning for retirement

• Making It Last: Retiring and Retirees

Level of Staff Confidence PollRight now, I rate my confidence in helping library customers find financial information as….• Very High• High• Average• I’m Nervous• I’m Petrified

http://ifpmedia.org/onlinelearning/sccld_smart_investing/index.html

Online Staff TrainingUsing Curriculum developed for the

Santa Clara County (CA) Library Districtthrough a FINRA Grant

It is designed to promote confidence and competence in responding to library customer questions on personal finance and investments

Nebraska’s Online Staff/Volunteer Training

14 CE Credits % for Online Staff Training & Webinars

Pre evaluation assessment (Prior to April 30 or at least BEFORE you start the on-line curriculum)

Today’s Staff Training Kick-off Webinar is being recorded and will be available (+ check-in webinars)

http://ifpmedia.org/onlinelearning/sccld_smart_investing/index.html

Let’s take a look $ at what you’ll find when you link to Santa Clara’s “Reference

Strategies and Resources” Curriculum

Let’s take a look $ at Nebraska’sValue Added Documents

on our project web page athttp://

nlc.nebraska.gov/grants/finra/index.aspx

Today’s Webinar will be followed by 4 units of Readings each followed by a Check-in Webinar For each of the 4 Units* Accomplish Unit Readings, * Review hot-linked web resources making note of how those might be useful to your customers, * Become familiar with this week’s definitions, and * Email JoAnn any questions/concepts that you would like covered at the next check-in webinar.

Each of 4 Check-in WebinarsHosted by NLC and Kathy Prochaska-Cue & will include:

1) Each participant shares a “cool” web feature found on a hot-linked web site of value to library customers,2) Discussion of the questions/concepts submitted by

librarians !prior to next Check-in Webinar,3) A 20-minute presentation by our partner resource person on a topic related to the latest reading assignment 4) Discussion of favorite questions from the pre-evaluation?

Schedule:April 30 – May 15 Accomplish Week 1 ReadingsCheck-in #1 Webinar – Thurs, May 15 2:00 pm CDTMay 15 – May 29 Accomplish Week 2 ReadingsCheck-in #2 Webinar – Thurs, May 29 2:00 pm CDTMay 29 – June 12 Accomplish Week 3 Readings Check-in #3 Webinar – Thurs, June 12 2:00 pm CDTJune 12 – June 26 Accomplish Week 4 ReadingsCheck-in #4 Webinar – Thurs, June 26 2:00 pm CDT (Followed by Post Evaluation through SurveyMonkey)

What topics would you like to have addressed in the Check-in Webinars?

Hot Topics for Week 1 Check-in?Which of the following topic would you like to see addressed in the first Check-in webinar on May 15?– Credit Score– Mortgages– Banking Products– Budgeting– Financial Planning

Requirements & Stipulations of Grant

• Acknowledgement Language: “This program is made possible by grant from the FINRA Investor Education Foundation through Smart Investing@your library®, a partnership with the American Library Association.”

• Press Releases & Trainers Approved in advance by FINRA • We affirmed that all speakers, presenters, and trainers

engaged in the project will NOT be financial professionals registered with FINRA, a state securities regulator, or the SEC. (Incentives/prizes cannot advertise banks or brokers)

Next Steps—Step #1A If you signed up for this webinar—JoAnn will email you these next steps so you have the links

• Complete Pre Evaluation Survey if you have not (if the link was not emailed to you by JoAnn, please request that link by emailing joann.mcmanus@nebraska.gov

(Thanks to those who already completed surveyC)

Next Steps—Step #2• Sign up for Check-In Webinar #1

Scheduled for Thursday, May 15 at 2:00 p.m. (CDT)

Click on “Calendar” atNebraska Library Commission’s Site --

www.nlc.nebraka.gov

Next Steps—Step #3• Bookmark the “Smart Investing” Project Page on the

Nebraska Library Commission’s web site so you can find and use IMPORTANT Course Documents– Glossary (Alphabetical Order & Order of Appearance)

– Nebraska’s Guide -- Course Outline with Nebraska Links– Webinar Recordings & Power Points– Librarian Training Calendar—Check-In Webinar Dates

Click on “Grants – then Smart Investing@your Library OR type in Smart Investing in the Search Box on the Nebraska Library Commission’s home page -- www.nlc.nebraka.gov• http://nlc.nebraska.gov/grants/finra/index.aspx

Next Steps—Step #4• Work on Week One’s Readings &

Review Hot-linked Web Sites & Documents accessed from the Santa Clara County Library System’s web site at:

http://ifpmedia.org/onlinelearning/sccld_smart_investing/index.html

Questions

s

Thanks for Participating& Thanks to