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

2018 Fall Financial Education

Housekeeping • Slides will advance automatically • Today’s presentation is being recorded • Presentation will be posted online within a week • Submit questions for Q&A at the end of the webinar aba.com/GetSmart

ABA Staff Point of Contact Jeni Pastier Senior Manager, Financial Education 202-663-5453 jpastier@aba.com aba.com/GetSmart

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

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

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

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!

A look at the numbers  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

Who did we collaborate with?  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?

Reverse Career Fair

Jr. Entrepreneur Challenge

Jr. Entrepreneur Challenge

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

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

Next Steps  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.

How can this be recreated in your community?  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.

Kalyn Black CRM Manager Skowhegan Savings Bank kblack@skowhegansavings.com Let’s Tracie Travers Workforce Development Manager Connect JMG ttravers@jmg.org Thank you!

Bankers and You aba.com/GetSmart

Bankers and Banking – What’s In It For You? aba.com/GetSmart

Becoming a Banker aba.com/GetSmart

How to Use Bankers and You  As a complement to Get Smart About Credit Day  Additional Options: Sunday School After School Programs Boy and Girls Club Career Day Presentation Girl/Boy Scouts Bank Fieldtrip Big Brothers Big Sisters United Way Transitional Housing Shelters Internships Work Study Programs Foster Home Organizations aba.com/GetSmart

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

GSAC Resources Confirmation Email within 24 Hours Materials Resource Webpage aba.com/GetSmart

Communication Resources • Customizable Media Advisory • Customizable Media Pitch • Customizable Press Release • Event Planning Checklist • Outreach Letter • Sample Photo Release • Social Media Guide aba.com/GetSmart

Q&A o Lights, Camera, Save! Teen Video Contest • Sign up at aba.com/lightscamerasave o Joint #CreditChat with Experian • Wednesday, October 17 at 3pm ET o 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 aba.com/GetSmart