Tools for Managing a 21st Century Club For More Efficient Club Operations By Kevin Gillogly 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 m ID: 594720
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Slide1
2009 Volunteer Training
Tools for Managing a 21st Century Club
For More Efficient Club Operations
By Kevin GilloglySlide2
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 National Investors Association, 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.Slide3
Beyond the Club Operations Book
Written in 2004Good on the basics
But …….Slide4
The Internet is THE 21
st Century Investment Club Tool
The power of the internet can help a club improve its operationsSlide5
Name the last Century?
Hint: It’s not the 19th
Still doing things with pen and paper?Paper: invented by the Egyptians in 3500 BCBall point pen: invented in 1938 by Hungarian journalist Laszlo Biro
Answers found by “goggling” Slide6
“My interest is in the future because I am going to spend the rest of my life there.”
Charles F. Kettering (1876-1958)
Inventor & BusinessmanSlide7
A 21st
Century Outline
ToolsAdministration
Recruitment
Banking / Brokerage
Education
Stock Studies
Portfolio ManagementSlide8
Modern Equipment Assumed
Laptop Computer
Email address
Internet Service Provider (ISP)
Hard wired (DSL)
or
Wireless RouterSlide9
21st
Century Tools
Flash Drives (21st) vs. Floppies (20th)
USB Headphone w/ microphone & mute button
iPod (mp3 player)
Web cameraSlide10
More Modern Tools
Digital Audio RecorderProjector
4 Port Monitor Switcher w/ triple shield cables & remoteSlide11
Cheap Alternatives to a Monitor
Step-by-step instructions for doing the conversion
Can’t be analog TVSlide12
21st
Century Administration
Member Missing / SickDigital Audio RecorderHave You Tried VoIP
?
V
oice
o
ver
I
nternet
P
rovider
AKA Peer-to-peer (P2P) Phone Service
Can Do a Video Conference or Voice Only
Providers
Skype
or
ooVoo
Slide13
Video conference calls: Skype
Phone over the internet for one or more peopleUSB Headphone
w/ adjustable microphone & a mute button
Can do w/ or w/out a
webcamera
Can record the phone call
Free to users if both have SkypeSlide14
21st
Century Recruitment
Trouble finding new members?Try Social NetworkingFacebook
started in a dorm room in 2004
MySpace
started in 2003, now owned by News Corporation
LinkedIn
Business Social Networking Site started in 2003 Slide15
Facebook
(FB): A Modern Day Tupperware Party
Create an account for your club under “Groups”Slide16
Promote Yourself via
Club Website
www.bivio.com/hdicSlide17
Recruit via a Blog
Neologism that combines web and log
Sun City
Vistoso
VIP ClubSlide18
21st
Century Finance$till Writing Check$?
Last CenturyACH (Automated Clearing House)PayPal
To a bank
Electronic Deposits (from many)
TD Ameritrade
ScottradeSlide19
PayPalSlide20
More Pay PalSlide21
Electronic Deposits to Broker
Source: TD AmeritradeSlide22
Bivio’s Account SyncSlide23
Transparency from your Broker
Trading Password vs. View Only PasswordSlide24
21st
Century EducationPublic Libraries
Webinars
Podcasts
BINC CDs & Audio Recordings
Other Clubs and ChaptersSlide25
Visit a 21
st century Library
Might have Value Line, Morningstar and S&P online for FREE!Slide26
Free Online Access to Research
Look to see what else your library has
Don’t have Value Line remote access? Bring your flash drive Look for
audiobooks
on investingSlide27
S&P Interactive Stock Reports
Source: S&P Net AdvantageSlide28
What is a webinar?
Neologism that combines the world wide web and seminarWebinar providers:
Go To Meeting (GTM)WebExMicrosoft Live Connect
Cost for webinar; Free to visitors
"Yesterday's neologisms, like yesterday's jargon, are often today's essential vocabulary."
– Academic Instincts, 2001Slide29
Been to the BI web site lately?Slide30
Webinars for Stock StudiesSlide31
21st
CenturyStock To Study (STS)Slide32
Webinars at ICLUBcentralSlide33
Learning on the GoSlide34
Webinars at bivio
Or just type in “webinar” in the search window (upper right)Slide35
Club Café WebinarsSlide36
Webinars at Manifest InvestingSlide37
Manifest Investing WebinarsSlide38
What is a podcast?
Neologism that combines iPod and broadcastingDownload and store audio files as .mp3 files
Can listen to entire recorded audio and video programs on your computer through a mp3 playerSlide39
iTunes Store: What is out there?Slide40
Business / Investing PodcastsSlide41
Morningstar Video Podcasts
And it’s free!Slide42
Other Interesting Programs
Business Week
Investing with Gene MarcialBarron’s
Wise Investor Show
Long-term value investor
www.thewiseinvestorgroup.comSlide43
BINC Audio Files
Modern club educationPresentation files from BINC
Audio files from vendor Store one CD on computer & play the other in CD traySlide44
Learn From Other Interesting Club Sites
Crow River Investment Club
Lunch Money Investment ClubMoose Pond Investors#1
iclub
site
#2
iclub
site
Great Chapter Site
BI’s Space Coast ChapterSlide45
21st
Century Updating / Doing SSGs
Make learning a 21st Century toolSlide46
BI Online Stock StudySlide47
BI Online Stock Study
Comparisons make for quicker reviewsSlide48
BI Online Stock Study
Can now export file to Stock Analyst or ToolkitSlide49
21st
Century Portfolio Management
BivioPortfolio BenchmarksInvestment Performance
Myiclub
Portfolio Benchmarks
Watch Lists
BI Portfolio Manager
Diversification by Sector and Size
Manifest Investing
DashboardsSlide50
Bivio For Portfolio ManagementSlide51
Compare Yourself to Warren BuffettSlide52
Challenge the MasterSlide53
Cool things for Myiclub
users
Or create a calendar via Yahoo Groups or Google GroupsSlide54
Myiclub’s Watch List
Create a “watch list” on Yahoo or Google Groups insteadSlide55
Myiclub’s Portfolio ReportsSlide56
Are you meeting diversification goals?
Source: BI Portfolio ManagerSlide57
Set Up Portfolio GoalsSlide58
How Are We Doing?Slide59
Manifest’s DashboardsSlide60
Experiment
Not all tools are for every clubSelect a few
Don’t let fear of failing creep inSlide61
Don’t Forget Why We Joined a Club
Make Money
Learn more about investingGreat social outletHave funSlide62
Make A Difference In
Someone’s Life
If you have benefited fromBETTERINVESTING,
Please pick up some
BETTERINVESTING
materials
and introduce others to this opportunity.Slide63
Questions?
Please fill out your evaluation form
Seminar ID: Track Code # and nameand turn it in immediately the last Volunteer Training Session