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Transcript of Financial programs
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Money MattersFinancial Programs For Public Libraries
Cynthia M. LambertJune 9, 2011
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Adult Services Librarian, SCLS, Mary Jacobs Branch
10 + Years Experience as a Financial Analyst with Bloomberg News and Dow Jones Indexes
2011 NJLA Battledecks Champion
[email protected]….I’ve got answers!
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Today’s Agenda
Why Financial Programs?
Three Types of ProgramsPassive / Single Event / Series
Getting Started/The Basics
$
$
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$ Q&A
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Can be done Very economically!
Money Matters: Why Finance Programs?
Every community can benefit !
Promotion of expensive, underused resources!
$$$
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Money Matters: Why Finance Programs?
Decision makers and stakeholders
love them!
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Money Matters: Hurdles to Overcome!
•FEAR
•FROUGHT WITH PERIL•Advice
•Sales Pitches•And Bears•Oh My!
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Money Matters: You Can Do It!
•I don’t know enough!•You don’t have to…
•This is what we do best—locate, evaluate, instruct, facilitate!
•Oh My!•Staff Led Programs•Provide alternatives
•.com is always a sales pitch
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Teach Them to Fish!Focus on Introduction, Instruction, and Evaluation…
Money Matters: Getting Started!
Make It RelevantCalendar Tie-InsThemedTopical/Current
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Branding…Don’t underestimate thisGreat way to build an audience!
Money Matters / Dollars & $ense / Financial Futures / Money@yourlib
Don’t reinvent the wheel!Many have come before you, Plenty of support and resources available.
Money Matters: Getting Started!
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Money Matters: Getting Started!
More Than Just Investing!
Budgets
Organizing Important Papers
Creating a Savings Plan
Understanding Credit
Consumer Rights
Insurance
Identity Theft
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Money Matters:Three Types of Programming
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Passive Programs…
A Terrific Place to Start…
Bulletin BoardsPostersTake-Away ItemsSurvey Says!Book DisplaysScreen CastsSocial Media
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We have the right stuff!Resources for All Levels
Home AccessVariety of Topics
• Cross Promote!
Passive Programs…Focus on Introduction, Access, and Training
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Focus on Introduction
Ask the patron to do somethingSee the librarianSend an e-mail
Answer a Question
This is the perfect way to learn about your
audience needs and interests…
Passive Programs…We Have the Right Stuff!
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Single EventsThe logical next step!
PowerPoint Presentations
Tech Class on Microsoft Templates
Book Groups
Movie Screenings
Class on using Resources
Morningstar Online?
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There are plenty of professionals who want to promote financial literacy
They understand the no sales pitch / no advice situation
• www.moneymattersnj.com• NJ Society of CPA• Podcasts - Try a listening party!
• http://www.fpanet.org/• Excellent Resource to Present
Single Events: Using Professionals
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These are difficult to do! `If you build it, will they come?`
Stock Market Clubs
On-line College LecturesBook Clubs
Professional Lecture Series
Multiple Meeting Events
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Multiple Meeting Events
Build on What You Have Done
Create Partnerships with ProfessionalsUtilize Your Brand for PublicityUse Passive Materials to Promote Events
Don’t Reinvent The WheelOpen YaleHarvard @ HomeStockMarketGame.orgExtension.org
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Cynthia M. LambertSomerset County Library System, MJL [email protected], ext. 4 All photos and clip
art are from Microsoft Online