2018 Fall Financial Education Housekeeping Slides will advance - - PowerPoint PPT Presentation

2018 Fall Financial Education

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Housekeeping

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ABA Staff Point of Contact

Jeni Pastier Senior Manager, Financial Education 202-663-5453 jpastier@aba.com

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Webinar Agenda

• Introduction to 2018 Get Smart About Credit
• Making Get Smart About Credit a Success
• Kalyn Black, CRM Manager, Skowhegan Savings Bank
• Tracie Travers, Workforce Development Manager, JMG
• Bankers and You – Careers in Banking Presentations
• Registration
• Questions & Answers

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• Annual, banker-driven, financial education campaign.
• Example of valuable role banks play in communities they serve.
• Foundation Material Topics
• Knowing Your Credit Score
• Protecting Your Identity
• Paying of College
• Managing Your Money
• NEW! Bankers and You – Careers in Banking available in Spanish
• Celebrating 16 Years
• Annual event held Thursday, October 18th, 2018.
• Make credit-focused presentations throughout the month or year.

What is Get Smart About Credit?

Kalyn Black CRM Manager Skowhegan Savings Bank kblack@skowhegansavings.com

Skowhegan Savings Bank

JMG

Tracie Travers Workforce Development Manager JMG ttravers@jmg.org

Humble beginnings

• Partnering to host financial literacy fairs at Skowhegan High

School

• Unmet business, community, and student needs
• Patience and perseverance were required, and searching for the

“YES”

• One key to the program’s success is finding the right network ~

Relationships!

• Year One: July 2015 – June 2016

9 Schools, 81 Businesses, 1,025 Students

• Year Two: July 2016 – June 2017

13 Schools, 307 Businesses, 3,321 Students

• Year Three: July 2017 – June 2018

18 Schools, 390 businesses, 4,535 Students

• Another key to the program’s success is collaboration

A look at the numbers

• Other banks and credit unions
• Organizations such as Chambers of Commerce, Small Business Associations,

MELMAC, GearUp Maine, Healthy Communities Coalition, MainStreet Skowhegan

• K-12 Schools and Colleges
• Our bank employees coordinated many meetings with groups:

Manager ~ Business Alliance Senior Vice President ~ Entrepreneur Group Senior Vice President ~ Maine Wood Products Association

• Who do your employees know? Where do they volunteer?

Who did we collaborate with?

Reverse Career Fair

• Jr. Entrepreneur Challenge

• Jr. Entrepreneur Challenge

If we are to prepare students for life after high school, the process begins with engaging them in learning.

Summer Career Exploration Camp

Summer Career Exploration Camp

“It’s very educational, very hands on, you are not just sitting by a desk, you’re in the community” ~Lakeasha, student participant

Financial Reality Fair

• Expansion of the Reverse Career Fair, Jr. Entrepreneur Challenge and Summer

Career Exploratory Programs

• Continue to share resources with schools and businesses
• Create more collaborative teams in communities
• Develop marketing tools to share our successes and best practices
• And any other cool projects we can create! Where there’s a will, there’s a way.

Next Steps

• For an easier start-up, consider partnering with an existing program that has a track

record of success as measured by qualitative and quantitative data, such as JMG.

• Be willing to collaborate with outside individuals or institutions—even if you compete

with them in other arenas. The competition may come into play when students are choosing which bank to work for. But it will take the collaboration of many institutions to improve the field as a whole.

• Develop and maintain a common goal. Effective communication, including active

listening, is important.

• Assess the communities you work in. Speak with educators, businesses, and non-

profits to know the strengths and opportunities for growth. Sharing resources cuts down on duplicated efforts. It also increases efficiency while decreasing time and money in the long run.

How can this be recreated in your community?

Thank you!

Let’s Connect

Kalyn Black

CRM Manager Skowhegan Savings Bank kblack@skowhegansavings.com

Tracie Travers

Workforce Development Manager JMG ttravers@jmg.org

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Bankers and You

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Bankers and Banking –

What’s In It For You?

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Becoming a Banker

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How to Use Bankers and You

After School Programs Career Day Presentation Big Brothers Big Sisters Foster Home Organizations Sunday School

• As a complement to Get Smart About Credit Day
• Additional Options:

Internships United Way Girl/Boy Scouts Work Study Programs Transitional Housing Shelters Bank Fieldtrip Boy and Girls Club

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Registration 1-2-3

• 1. Go to aba.com/GetSmart
• 2. Shopping Cart Login
• 3. Complete Registration Form

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Confirmation Email within 24 Hours Materials Resource Webpage

GSAC Resources

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Communication Resources

• Customizable Media Advisory
• Customizable Media Pitch
• Customizable Press Release
• Event Planning Checklist
• Outreach Letter
• Sample Photo Release
• Social Media Guide

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Q&A

• Lights, Camera, Save! Teen Video Contest
• Sign up at aba.com/lightscamerasave
• Joint #CreditChat with Experian
• Wednesday, October 17 at 3pm ET
• Get Smart About Credit Day
• Thursday, October 18

 Submit question using “Q & A” chat feature  Questions after webinar - Contact Jeni Pastier at jpastier@aba.com