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NAICHoustonChapter

GETTING YOUR CLUB ONLINE

NAICHoustonChapter

Courtesy of Charyl Teal, Volunteer Associate Director

Tim Barroso, GenXchange Investment Club Cathy Patrick, Volunteer Director

NAIC Houston Chapter

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NAICHoustonChapter

Today we will discuss

• Reasons to have a club website• Ways to create a club website• Online Resources• Review of helpful websites

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NAICHoustonChapter

• Great recruiting tool – prospective members can view mission statement, club documents, etc from the comfort of home.

• Club members can use e-mail lists and web message boards to have online discussions or vote online and shorten face to face meeting times.

NAICHoustonChapter

Reasons to have your club online

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NAICHoustonChapter

• Great place to have club files, links, database such as member addresses, photos and library.

• Improve Member Education.

• Might get invited to meet the President of the United States.

NAICHoustonChapter

Reasons to have your club online

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NAICHoustonChapter

Pat Schier of the Heart of Texas Chapter, President Bush, Cathy Patrick, Houston Chapter, & GenX.

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NAICHoustonChapter

• Yahoo Groups – groups.yahoo.com

• NAIC Online Accounting– naic-club.com

• Your Own Club Website– www.yourclub.com

NAICHoustonChapter

Where Your Website Lives

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NAICHoustonChapter

Pros• Free• Calendar with auto reminders• Polls (Voting)• Message Boards• File Storage Area

Yahoo Pros and Cons

Cons•Lots of advertising•No accounting•Group deleted if inactive for 3 months•Must create Yahoo account•May be a source of spam

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NAICHoustonChapter

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NAICHoustonChapter

Pros• Complete Club accounting• 24-Hr Reports• Tax Software• File & Message Areas• Member info area• Visitor area• 30-day free trial• Voting• Calendar• Secure, only treasure can access accounting

NAIC-iclub Pros and Cons

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NAICHoustonChapter

NAIC-iclub Pros and Cons

Cons• Needs member administration• Requires password• $49 per year for service•Tax software is additional $49 per year

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Pros• Great way to find new members• Easy to use and access• Park club documents

Club Website Pros and Cons

Cons• Must have web developer• Must Maintain• Must pay for hosting ($6-$35/yr)

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NAICHoustonChapter

Pros• Great flexibility and convenience• No geographical boundaries• No problem with meeting locations• Use email and chat rooms

Online Club Pros and Cons

Cons• Trust issues with members and treasures• Getting funds in timely manner• Less social interaction• Netiquette & lack of body language

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NAICHoustonChapter

Online Brokerage Accounts

• TD Waterhouse

• E*Trade

• Scottrade

• Oneshare

• Others

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NAICHoustonChapter

Online Research

•Online Brokers•Quicken.com•Yahoo.com•Motley Fool•Morningstar•MSN Money Central•Better-Investing.org•Investware.com

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NAICHoustonChapter

Getting Your Club Online