/
2009 Volunteer Training Tools for Managing a 21st Century Club 2009 Volunteer Training Tools for Managing a 21st Century Club

2009 Volunteer Training Tools for Managing a 21st Century Club - PowerPoint Presentation

greyergy
greyergy . @greyergy
Follow
347 views
Uploaded On 2020-08-03

2009 Volunteer Training Tools for Managing a 21st Century Club - PPT Presentation

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

century club amp 21st club century 21st amp portfolio audio stock webinars investing site free files online video internet

Share:

Link:

Embed:

Download Presentation from below link

Download The PPT/PDF document "2009 Volunteer Training Tools for Managi..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

Slide1

2009 Volunteer Training

Tools for Managing a 21st Century Club

For More Efficient Club Operations

By Kevin Gillogly

Slide2

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 operations

Slide5

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 & Businessman

Slide7

A 21st

Century Outline

ToolsAdministration

Recruitment

Banking / Brokerage

Education

Stock Studies

Portfolio Management

Slide8

Modern Equipment Assumed

Laptop Computer

Email address

Internet Service Provider (ISP)

Hard wired (DSL)

or

Wireless Router

Slide9

21st

Century Tools

Flash Drives (21st) vs. Floppies (20th)

USB Headphone w/ microphone & mute button

iPod (mp3 player)

Web camera

Slide10

More Modern Tools

Digital Audio RecorderProjector

4 Port Monitor Switcher w/ triple shield cables & remote

Slide11

Cheap Alternatives to a Monitor

Step-by-step instructions for doing the conversion

Can’t be analog TV

Slide12

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 buttonCan do w/ or w/out a

webcamera

Can record the phone call

Free to users if both have Skype

Slide14

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/hdic

Slide17

Recruit via a Blog

Neologism that combines web and log

Sun City

Vistoso

VIP Club

Slide18

21st

Century Finance$till Writing Check$?

Last CenturyACH (Automated Clearing House)PayPal

To a bank

Electronic Deposits (from many)

TD Ameritrade

Scottrade

Slide19

PayPal

Slide20

More Pay Pal

Slide21

Electronic Deposits to Broker

Source: TD Ameritrade

Slide22

Bivio’s Account Sync

Slide23

Transparency from your Broker

Trading Password vs. View Only Password

Slide24

21st

Century EducationPublic Libraries

Webinars

Podcasts

BINC CDs & Audio Recordings

Other Clubs and Chapters

Slide25

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 investing

Slide27

S&P Interactive Stock Reports

Source: S&P Net Advantage

Slide28

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, 2001

Slide29

Been to the BI web site lately?

Slide30

Webinars for Stock Studies

Slide31

21st

CenturyStock To Study (STS)

Slide32

Webinars at ICLUBcentral

Slide33

Learning on the Go

Slide34

Webinars at bivio

Or just type in “webinar” in the search window (upper right)

Slide35

Club Café Webinars

Slide36

Webinars at Manifest Investing

Slide37

Manifest Investing Webinars

Slide38

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 player

Slide39

iTunes Store: What is out there?

Slide40

Business / Investing Podcasts

Slide41

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.com

Slide43

BINC Audio Files

Modern club educationPresentation files from BINC

Audio files from vendor Store one CD on computer & play the other in CD tray

Slide44

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 Chapter

Slide45

21st

Century Updating / Doing SSGs

Make learning a 21st Century tool

Slide46

BI Online Stock Study

Slide47

BI Online Stock Study

Comparisons make for quicker reviews

Slide48

BI Online Stock Study

Can now export file to Stock Analyst or Toolkit

Slide49

21st

Century Portfolio Management

BivioPortfolio BenchmarksInvestment Performance

Myiclub

Portfolio Benchmarks

Watch Lists

BI Portfolio Manager

Diversification by Sector and Size

Manifest Investing

Dashboards

Slide50

Bivio For Portfolio Management

Slide51

Compare Yourself to Warren Buffett

Slide52

Challenge the Master

Slide53

Cool things for Myiclub

users

Or create a calendar via Yahoo Groups or Google Groups

Slide54

Myiclub’s Watch List

Create a “watch list” on Yahoo or Google Groups instead

Slide55

Myiclub’s Portfolio Reports

Slide56

Are you meeting diversification goals?

Source: BI Portfolio Manager

Slide57

Set Up Portfolio Goals

Slide58

How Are We Doing?

Slide59

Manifest’s Dashboards

Slide60

Experiment

Not all tools are for every clubSelect a few

Don’t let fear of failing creep in

Slide61

Don’t Forget Why We Joined a Club

Make Money

Learn more about investingGreat social outletHave fun

Slide62

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