Financial programs

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webinar slides from LibraryLink presentation done in 2011

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Financial programs

  1. 1. Money Matters Financial Programs For Public Libraries Cynthia M. Lambert June 9, 2011
  2. 2. <ul><li>Adult Services Librarian, SCLS, Mary Jacobs Branch </li></ul><ul><li>10 + Years Experience as a Financial Analyst with Bloomberg News and Dow Jones Indexes </li></ul><ul><li>2011 NJLA Battledecks Champion </li></ul><ul><li>[email_address] </li></ul>LibraryCynthia…. I’ve got answers!
  3. 3. Today’s Agenda <ul><li>Why Financial Programs? </li></ul><ul><li>Three Types of Programs </li></ul><ul><li>Passive / Single Event / Series </li></ul><ul><li>Getting Started/The Basics </li></ul><ul><li>Q&A </li></ul>$ $ $ $
  4. 4. <ul><li>Can be done Very economically! </li></ul>Money Matters: Why Finance Programs? <ul><li>Every community can benefit ! </li></ul><ul><li>Promotion of expensive, underused resources! </li></ul>$$$
  5. 5. Money Matters: Why Finance Programs? <ul><li>Decision makers and stakeholders love them! </li></ul>
  6. 6. Money Matters: Hurdles to Overcome! <ul><li>FEAR </li></ul><ul><li>FROUGHT WITH PERIL </li></ul><ul><li>Advice </li></ul><ul><li>Sales Pitches </li></ul><ul><li>And Bears </li></ul><ul><li>Oh My! </li></ul>
  7. 7. Money Matters: You Can Do It! <ul><li>I don’t know enough! </li></ul><ul><li>You don’t have to… </li></ul><ul><li>This is what we do best —locate, evaluate, instruct, facilitate! </li></ul><ul><li>Oh My! </li></ul><ul><li>Staff Led Programs </li></ul><ul><li>Provide alternatives </li></ul><ul><li>.com is always a sales pitch </li></ul>
  8. 8. <ul><li>Teach Them to Fish! </li></ul><ul><ul><li>Focus on Introduction, Instruction, and Evaluation… </li></ul></ul>Money Matters: Getting Started! <ul><li>Make It Relevant </li></ul><ul><ul><li>Calendar Tie-Ins </li></ul></ul><ul><ul><li>Themed </li></ul></ul><ul><ul><li>Topical/Current </li></ul></ul>
  9. 9. <ul><li>Branding… </li></ul><ul><ul><li>Don’t underestimate this </li></ul></ul><ul><ul><li>Great way to build an audience! </li></ul></ul><ul><ul><ul><li>Money Matters / Dollars & $ense / Financial Futures / Money@yourlib </li></ul></ul></ul><ul><li>Don’t reinvent the wheel! </li></ul><ul><ul><li>Many have come before you, Plenty of support and resources available. </li></ul></ul>Money Matters: Getting Started!
  10. 10. Money Matters: Getting Started! <ul><li>More Than Just Investing! </li></ul><ul><li>Budgets </li></ul><ul><li>Organizing Important Papers </li></ul><ul><li>Creating a Savings Plan </li></ul><ul><li>Understanding Credit </li></ul><ul><li>Consumer Rights </li></ul><ul><li>Insurance </li></ul><ul><li>Identity Theft </li></ul>
  11. 11. Money Matters: <ul><li>Three Types of Programming </li></ul>
  12. 12. Passive Programs… <ul><li>Bulletin Boards </li></ul><ul><li>Posters </li></ul><ul><li>Take-Away Items </li></ul><ul><li>Survey Says! </li></ul><ul><li>Book Displays </li></ul><ul><li>Screen Casts </li></ul><ul><li>Social Media </li></ul>A Terrific Place to Start…
  13. 13. <ul><li>We have the right stuff! </li></ul><ul><ul><li>Resources for All Levels </li></ul></ul><ul><ul><li>Home Access </li></ul></ul><ul><ul><li>Variety of Topics </li></ul></ul><ul><li>Cross Promote! </li></ul>Passive Programs… <ul><li>Focus on Introduction, Access, and Training </li></ul>
  14. 14. <ul><li>Focus on Introduction </li></ul><ul><li>Ask the patron to do something </li></ul><ul><ul><li>See the librarian </li></ul></ul><ul><ul><li>Send an e-mail </li></ul></ul><ul><ul><li>Answer a Question </li></ul></ul><ul><li>This is the perfect way to learn about your audience needs and interests… </li></ul>Passive Programs… <ul><li>We Have the Right Stuff! </li></ul>
  15. 15. Single Events The logical next step! PowerPoint Presentations Tech Class on Microsoft Templates Book Groups Movie Screenings Class on using Resources Morningstar Online?
  16. 16. <ul><ul><li>There are plenty of professionals who want to promote financial literacy </li></ul></ul><ul><ul><li>They understand the no sales pitch / no advice situation </li></ul></ul><ul><li>www.moneymattersnj.com </li></ul><ul><ul><li>NJ Society of CPA </li></ul></ul><ul><ul><li>Podcasts - Try a listening party! </li></ul></ul><ul><li>http://www.fpanet.org/ </li></ul><ul><ul><li>Excellent Resource to Present </li></ul></ul>Single Events: Using Professionals
  17. 17. <ul><li>These are difficult to do! </li></ul><ul><li>`If you build it, will they come?` </li></ul><ul><li>Stock Market Clubs </li></ul><ul><li>On-line College Lectures </li></ul><ul><li>Book Clubs </li></ul><ul><ul><li>Professional Lecture Series </li></ul></ul>Multiple Meeting Events
  18. 18. Multiple Meeting Events <ul><li>Build on What You Have Done </li></ul><ul><li>Create Partnerships with Professionals </li></ul><ul><li>Utilize Your Brand for Publicity </li></ul><ul><li>Use Passive Materials to Promote Events </li></ul><ul><li>Don’t Reinvent The Wheel </li></ul><ul><li>Open Yale </li></ul><ul><li>Harvard @ Home </li></ul><ul><li>StockMarketGame.org </li></ul><ul><li>Extension.org </li></ul>
  19. 19. Cynthia M. Lambert <ul><li>Somerset County Library System, MJL Branch </li></ul><ul><li>[email_address] </li></ul><ul><li>609-924-7073, ext. 4 </li></ul>All photos and clip art are from Microsoft Online

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