Education%20Program%20for%20Clubs

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Education Program for Clubs

• Keeping Clubs Energized,
• Focused and Relevant

Irina Clements, Associate Director, BIVA Board
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Disclaimer

• The information in this presentation is for
  educational purposes only and is not intended to
  be a recommendation to purchase or sell any of
  the stocks, mutual funds, or other securities
  that may be referenced. The securities of
  companies referenced or featured in the seminar
  materials are for illustrative purposes only and
  are not to be considered endorsed or recommended
  for purchase or sale by BetterInvesting National
  Association of Investors Corporation (BI) or
  the BetterInvesting Volunteer Advisory Board, its
  volunteer advisory board (BIVAB). The views
  expressed are those of the instructors,
  commentators, guests and participants, as the
  case may be, and do not necessarily represent
  those of BetterInvesting or BIVAB. Investors
  should conduct their own review and analysis of
  any company of interest before making an
  investment decision.
• Securities discussed may be held by the
  instructors in their own personal portfolios or
  in those of their clients. BI presenters and
  volunteers are held to a strict code of conduct
  that precludes benefiting financially from
  educational presentations or public activities
  via any BetterInvesting programs, events and/or
  educational sessions in which they participate.
  Any violation is strictly prohibited and should
  be reported to the President of BetterInvesting
  or the Manager of Volunteer Relations.

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Agenda

• Education as a Priority
• Roles and Responsibilities
• BetterInvesting Resources
• Websites, Speakers, Books
  and Club Specific Elements
• Sample One Year Plan (4 Club Types)

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Education Centricity

• President includes Education on Agenda
• Have an Annual plan
• Keep it Interesting
  and fun
• Stay aware of the
  importance of
  education and ride
  herd on the agenda to
  keep Education included

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All Members Included

• Operating Procedures
• Prospective members brief club on an education
  topic
• Over year each member briefs or coordinates for
  a speaker
• Constant Vigilance
• Education is a priority
• All members are helping

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BI Publications

• BetterInvesting Magazine
• Repair Shop
• The Clubhouse
• Stocks to Study
• BINC 2009 CD
• Over 100 Classes
• Shorten to 15 minutes for an
  Education Segment

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BI Online Tools

• Web Enabled
• No Software to Buy or Update
• SSG Online Tools
• Included with Membership
• SSGs can be saved and shared

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BI Website Online!
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Reference Materials

• BetterInvesting Investment Club Operations
  Handbook
• How To Guides Check Amazon and Public Libraries
• Online Accounting
• Bivio - http//www.bivio.com/index.html
• Club Accounting On Line - http//www.myiclub.com/M
  yIClub
• Better Investing Chapters - http//www.betterinves
  ting.org/ltinsertchapternamegt example,
  http//www.betterinvesting.org/dcregional
• BetterInvesting Discussion List for Club
  Treasurers
• BI Wiki - http//biwiki.editme.com/

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Website Education Segment

• Screen Captures
• Jing
• MWSnap
• SnagIt
• Screen Size
• View gt 125
• Plan movements (no aimless surfing!!)
• Go Slow and explain.

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Book Education Segment

• Range of Interests
• Infinite
• Applicability to Investing
• Infinite
• Management and Managers
• The Snowball Warren Buffet Biography
• Investment Approaches
• Motley Fool Guides
• Topics of the Day
• House of Cards Bear Stearns Collapse

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Booking a Speaker

• Sources
• Local Chapter
• Banks
• Insurance Agents
• Librarians
• Offer them dinner or an
  audience
• 6 degrees of Separation
• Only limit is imagination

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Club Specific Topics

• Examine Your Portfolio
• Canadian, British, Japanese or Israeli Stocks
• Currency conversion
• Issues with respective economies
• Portfolio Mix of industries
• Too much retail
• No energy
• Are there other issues?

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Something Old Something New

• 14 members in a 10 year club, with 2 founders and
  3 new members
• Meet in a local library, 11 times a year.
• Mix of experience with SSG
• All have good computer skills

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Something Old, Something New 11 Month
Education Plan
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
August No meeting
January Member class on Adding Judgment to the
SSG
February Portfolio review from BI local chapter
March Treasurer presents class on club reports
April Member presents class on finding stocks
to study
May Member presents class from BINC CD
June SSG Refresher Front Side
September Member report on BetterInvesting
website
July Member presents report from attendance at
BINC
October Report from member who attended annual
meeting of stock owned by club
November Member Book Review
December Holiday dinner and meeting
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Final Thoughts Keys To Success

• Prioritize Education
• Involve all members
• Have fun

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Make A Difference In Someones Life

• If you have benefited from
• BETTERINVESTING,
• Please pick up some
• BETTERINVESTING
• materials
• and introduce others to this opportunity.