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 may be referenced The securities of comp ID: 796054
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Slide1
2009 Volunteer Training
Tools for Managing a 21st Century Club
For More Efficient Club Operations
By Kevin Gillogly
Slide2Disclaimer
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.
Slide3Beyond the Club Operations Book
Written in 2004Good on the basics
But …….
Slide4The Internet is THE 21
st Century Investment Club Tool
The power of the internet can help a club improve its operations
Slide5Name 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 & Businessman
Slide7A 21st
Century Outline
ToolsAdministration
Recruitment
Banking / Brokerage
Education
Stock Studies
Portfolio Management
Slide8Modern Equipment Assumed
Laptop Computer
Email address
Internet Service Provider (ISP)
Hard wired (DSL)
or
Wireless Router
Slide921st
Century Tools
Flash Drives (21st) vs. Floppies (20th)
USB Headphone w/ microphone & mute button
iPod (mp3 player)
Web camera
Slide10More Modern Tools
Digital Audio RecorderProjector
4 Port Monitor Switcher w/ triple shield cables & remote
Slide11Cheap Alternatives to a Monitor
Step-by-step instructions for doing the conversion
Can’t be analog TV
Slide1221st
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
Video conference calls: Skype
Phone over the internet for one or more peopleUSB Headphone
w/ adjustable microphone & a mute buttonCan do w/ or w/out a
webcamera
Can record the phone call
Free to users if both have Skype
Slide1421st
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
Slide15Facebook
(FB): A Modern Day Tupperware Party
Create an account for your club under “Groups”
Slide16Promote Yourself via
Club Website
www.bivio.com/hdic
Slide17Recruit via a Blog
Neologism that combines web and log
Sun City
Vistoso
VIP Club
Slide1821st
Century Finance$till Writing Check$?
Last CenturyACH (Automated Clearing House)PayPal
To a bank
Electronic Deposits (from many)
TD Ameritrade
Scottrade
Slide19PayPal
Slide20More Pay Pal
Slide21Electronic Deposits to Broker
Source: TD Ameritrade
Slide22Bivio’s Account Sync
Slide23Transparency from your Broker
Trading Password vs. View Only Password
Slide2421st
Century EducationPublic Libraries
Webinars
Podcasts
BINC CDs & Audio Recordings
Other Clubs and Chapters
Slide25Visit a 21
st century Library
Might have Value Line, Morningstar and S&P online for FREE!
Slide26Free 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 investing
Slide27S&P Interactive Stock Reports
Source: S&P Net Advantage
Slide28What 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, 2001
Slide29Been to the BI web site lately?
Slide30Webinars for Stock Studies
Slide3121st
CenturyStock To Study (STS)
Slide32Webinars at ICLUBcentral
Slide33Learning on the Go
Slide34Webinars at bivio
Or just type in “webinar” in the search window (upper right)
Slide35Club Café Webinars
Slide36Webinars at Manifest Investing
Slide37Manifest Investing Webinars
Slide38What 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 player
Slide39iTunes Store: What is out there?
Slide40Business / Investing Podcasts
Slide41Morningstar Video Podcasts
And it’s free!
Slide42Other Interesting Programs
Business Week
Investing with Gene MarcialBarron’s
Wise Investor Show
Long-term value investor
www.thewiseinvestorgroup.com
Slide43BINC Audio Files
Modern club educationPresentation files from BINC
Audio files from vendor Store one CD on computer & play the other in CD tray
Slide44Learn 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 Chapter
Slide4521st
Century Updating / Doing SSGs
Make learning a 21st Century tool
Slide46BI Online Stock Study
Slide47BI Online Stock Study
Comparisons make for quicker reviews
Slide48BI Online Stock Study
Can now export file to Stock Analyst or Toolkit
Slide4921st
Century Portfolio Management
BivioPortfolio BenchmarksInvestment Performance
Myiclub
Portfolio Benchmarks
Watch Lists
BI Portfolio Manager
Diversification by Sector and Size
Manifest Investing
Dashboards
Slide50Bivio For Portfolio Management
Slide51Compare Yourself to Warren Buffett
Slide52Challenge the Master
Slide53Cool things for Myiclub
users
Or create a calendar via Yahoo Groups or Google Groups
Slide54Myiclub’s Watch List
Create a “watch list” on Yahoo or Google Groups instead
Slide55Myiclub’s Portfolio Reports
Slide56Are you meeting diversification goals?
Source: BI Portfolio Manager
Slide57Set Up Portfolio Goals
Slide58How Are We Doing?
Slide59Manifest’s Dashboards
Slide60Experiment
Not all tools are for every clubSelect a few
Don’t let fear of failing creep in
Slide61Don’t Forget Why We Joined a Club
Make Money
Learn more about investingGreat social outletHave fun
Slide62Make A Difference In
Someone’s Life
If you have benefited fromBETTERINVESTING,
Please pick up some
BETTERINVESTING
materials
and introduce others to this opportunity.
Slide63Questions?
Please fill out your evaluation form
Seminar ID: Track Code # and nameand turn it in immediately the last Volunteer Training Session