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2018 Fall Financial Education

2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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Page 1: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

2018 Fall Financial Education

Page 2: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

• 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

Housekeeping

Page 3: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

ABA Staff Point of Contact

Jeni PastierSenior Manager, Financial [email protected]

Page 4: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Webinar Agenda• Introduction to 2018 Get Smart About Credit

• Making Get Smart About Credit a Successo Kalyn Black, CRM Manager, Skowhegan Savings Bank

o Tracie Travers, Workforce Development Manager, JMG

• Bankers and You – Careers in Banking Presentations

• Registration• Questions & Answers

Page 5: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

• Annual, banker-driven, financial education campaign.o Example of valuable role banks play in communities they serve.

• Foundation Material Topicso Knowing Your Credit Scoreo Protecting Your Identityo Paying of Collegeo Managing Your Moneyo NEW! Bankers and You – Careers in Banking available in Spanish

• Celebrating 16 Years o Annual event held Thursday, October 18th, 2018.o Make credit-focused presentations throughout the month or year.

What is Get Smart About Credit?

Page 6: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Kalyn BlackCRM ManagerSkowhegan Savings [email protected]

Skowhegan Savings Bank

Page 7: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

JMG

Tracie TraversWorkforce Development [email protected]

Page 8: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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!

Page 9: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Year One: July 2015 – June 20169 Schools, 81 Businesses, 1,025 Students

Year Two: July 2016 – June 201713 Schools, 307 Businesses, 3,321 Students

Year Three: July 2017 – June 201818 Schools, 390 businesses, 4,535 Students

Another key to the program’s success is collaboration

A look at the numbers

Page 10: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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?

Page 11: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Reverse Career Fair

Page 12: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Jr. Entrepreneur Challenge

Page 13: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Jr. Entrepreneur Challenge

Page 14: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

If we are to prepare students for life

after high school,the process begins with engaging them

in learning.

Summer Career Exploration Camp

Page 15: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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

Page 16: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Financial Reality Fair

Page 17: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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

Page 18: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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?

Page 19: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

Thank you!

Let’s Connect

Kalyn BlackCRM ManagerSkowhegan Savings [email protected]

Tracie TraversWorkforce Development [email protected]

Page 20: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Bankers and You

Page 21: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Bankers and Banking –What’s In It For You?

Page 22: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Becoming a Banker

Page 23: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

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

Page 24: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Registration 1-2-3

1. Go to aba.com/GetSmart

2. Shopping Cart Login

3. Complete Registration Form

Page 25: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Confirmation Email within 24 Hours Materials Resource Webpage

GSAC Resources

Page 26: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

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

Page 27: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan

aba.com/GetSmart

Q&Ao Lights, Camera, Save! Teen Video Contest

• Sign up at aba.com/lightscamerasaveo Joint #CreditChat with Experian

• Wednesday, October 17 at 3pm ETo Get Smart About Credit Day

• Thursday, October 18

Submit question using “Q & A” chat feature Questions after webinar - Contact Jeni Pastier at [email protected]

Page 28: 2018 Fall Financial Education · Webinar Agenda • Introduction to 2018 Get Smart About Credit • Making Get Smart About Credit a Success. o Kalyn Black, CRM Manager, Skowhegan