NCompass Live: Smart Investing: Reference Strategies and Resources
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NCompass Live: Smart Investing: Reference Strategies and Resources

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NCompass Live - April 30, 2014. ...

NCompass Live - April 30, 2014.
http://nlc.nebraska.gov/ncompasslive/

Learn how librarians can take advantage of "Smart Investing: Reference Strategies and Resources," a self-paced course to promote confidence and competence in responding to library customers’ questions on personal finance and investments.

This online training course was originally developed for Santa Clara County Library District (SCCLD) reference staff. It is available to all Nebraska librarians who would like to improve their reference strategies and knowledge of financial literacy concepts and resources. As a result of taking this course, you will be introduced to many useful web resources and will be directed to readings that will cover language, definitions, and concepts in a variety of financial areas, including:

•Personal financial planning and budgeting
•Banking and banking products
•Basics of investment
•Investing in stocks, bonds, and mutual funds
•Evaluating stocks using company and industry information
•Mortgages, short sales, first-time home buying, and real estate as an investment
•Retirement accounts, including IRAs and 401(k)s

To supplement the information found in the Santa Clara curriculum, the Nebraska Library Commission has prepared a few helpful documents directing you to links to Nebraska-related sites and agencies.

This online curriculum is being offered as part of the Nebraska Library Commission and Northeast Library System’s "Smart Investing @ your library® Builds Nebraska Communities" project funded by a $100,000 FINRA Investor Education Foundation grant. Although the 23 public libraries participating in that project will benefit by receiving Financial Literacy Resource Kits and receiving customer financial literacy training in their libraries later this year, all of Nebraska’s public libraries are welcome to participate in the Santa Clara librarian online training. Starting this summer, all Nebraska libraries will also be invited to direct your customers to participate in the 4-week online Smart Investing @your Library® Training, written by Iowa State University Extension and available through the Nebraska Library Commission’s NCampus.

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  • Welcome and Intros
  • Welcome and IntrosAsk Margaret Monsour to say a few words.
  • Welcome to our partners on the webinar…especially local extension educators that will serve as trainers for the library customer training. Also welcome Sarah Warneke, the System Administrator from the Northeast Library System.Introduce Sarah Warneke and ask if she wants to say a few words.
  • Welcome to our partners on the webinar…especially local extension educators that will serve as trainers for the library customer training.
  • Help Nebraska Library Staff and Volunteers direct library customers to reliable, unbiased resources—As with medical information, tax information, business information, legal information, remember that this area of expertise is another content area in which librarians help citizens find information and resources, WITHOUT being experts or content professionals themselves.
  • Type in the Chat Box
  • Our solution to Build on your Confidence & Competence
  • Go to NLC Website Smart Investing Webpage…archived webinars and “Cheatsheet for Online Staff Training”--Smart Investing: Reference Strategies & ResourcesThen go to Website for Online Staff Training
  • Kathy can get some feedback.
  • Welcome and Intros

NCompass Live: Smart Investing: Reference Strategies and Resources NCompass Live: Smart Investing: Reference Strategies and Resources Presentation Transcript

  • Smart Investing@your library® Builds Nebraska Communities NCompass Live Webinar Smart Investing: Reference Strategies & Resources April 30, 2014
  • Smart Investing@your library® Builds Nebraska Communities This 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 Poll Right 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 Training Using Curriculum developed for the Santa Clara County (CA) Library District through 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_s mart_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’s Value Added Documents on our project web page at http://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 Webinars Hosted 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 Readings Check-in #1 Webinar – Thurs, May 15 2:00 pm CDT May 15 – May 29 Accomplish Week 2 Readings Check-in #2 Webinar – Thurs, May 29 2:00 pm CDT May 29 – June 12 Accomplish Week 3 Readings Check-in #3 Webinar – Thurs, June 12 2:00 pm CDT June 12 – June 26 Accomplish Week 4 Readings Check-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 #1 A 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” at Nebraska 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