Classes-To-Go

Education Program for Clubs

Keeping Clubs Energized, Focused and Relevant

Irina Clements, Associate Director, BIVA Board

BETTERINVESTING NATIONAL CONVENTION

Disclaimer• The information in this presentation is for educational purposes only and is not

intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting™ National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (“BIVAB”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVAB. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

• Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.

BETTERINVESTING NATIONAL CONVENTION

AgendaAgenda• Education as a Priority

• Roles and Responsibilities

• BetterInvesting Resources

• Websites, Speakers, Books and Club Specific Elements

• Sample One Year Plan (4 Club Types)

BETTERINVESTING NATIONAL CONVENTION

Education Centricity• President includes Education on Agenda

• Have an Annual plan

• Keep it Interesting and fun

• Stay aware of the importance of education and “ride herd” on the agenda to keep Education included

BETTERINVESTING NATIONAL CONVENTION

All Members Included

• Operating Procedures– Prospective members brief club on

an education topic• Over year each member briefs

[or coordinates for a speaker]• Constant Vigilance

– Education is a priority– All members are helping

BETTERINVESTING NATIONAL CONVENTION

BI PublicationsBI Publications• BetterInvesting Magazine

– Repair Shop– The Clubhouse– Stocks to Study

• BINC 2009 CD– Over 100 Classes – Shorten to 15 minutes for an

Education Segment

BETTERINVESTING NATIONAL CONVENTION

BI Online Tools

• Web Enabled– No Software to Buy or Update

• SSG Online Tools – Included with Membership– SSGs can be saved and shared

BETTERINVESTING NATIONAL CONVENTION

BI Website Online!

BETTERINVESTING NATIONAL CONVENTION

Reference MaterialsReference Materials• BetterInvesting Investment Club Operations Handbook• How To Guides: Check Amazon and Public Libraries• Online Accounting

– Bivio - http://www.bivio.com/index.html– Club Accounting On Line - http://www.myiclub.com/MyIClub

• Better Investing Chapters - http://www.betterinvesting.org/<insertchaptername> example, http://www.betterinvesting.org/dcregional

• BetterInvesting Discussion List for Club Treasurers• BI Wiki - http://biwiki.editme.com/

BETTERINVESTING NATIONAL CONVENTION

Website Education Segment• Screen Captures

– Jing – MWSnap– SnagIt

• Screen Size– View > 125%

• Plan movements (no aimless surfing!!)

• Go Slow and explain.

BETTERINVESTING NATIONAL CONVENTION

Book Education Segment• Range of Interests

– Infinite• Applicability to Investing

– Infinite• Management and Managers

– The Snowball – Warren Buffet Biography• Investment Approaches

– Motley Fool Guides• Topics of the Day

– House of Cards [Bear Stearns Collapse]

BETTERINVESTING NATIONAL CONVENTION

Booking a Speaker• Sources

– Local Chapter– Banks– Insurance Agents– Librarians

• Offer them dinner or an audience

• 6 degrees of Separation• Only limit is imagination

BETTERINVESTING NATIONAL CONVENTION

Club Specific Topics• Examine Your Portfolio

– Canadian, British, Japanese or Israeli Stocks

– Currency conversion – Issues with respective economies

• Portfolio Mix of industries– Too much retail– No energy– Are there other issues?

BETTERINVESTING NATIONAL CONVENTION

Something Old Something New• 14 members in a 10 year club, with 2

founders and 3 new members

• Meet in a local library, 11 times a year.

• Mix of experience with SSG

• All have good computer skills

BETTERINVESTING NATIONAL CONVENTION

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

March – Treasurer presents class on club reports

September – Member report on BetterInvesting website

May – Member presents class from BINC CD

January – Member class on Adding Judgment to the SSG

February– Portfolio review from BI local chapter

April – Member presents class on finding stocks to study

June – SSG Refresher – Front Side

October – Report from member who attended annual meeting of stock owned by club

November – Member Book Review

“Something Old, Something New” 11 Month Education Plan

December – Holiday dinner and meeting

AugustNo meeting

July – Member presents report from attendance at BINC

BETTERINVESTING NATIONAL CONVENTION

Final Thoughts: Keys To SuccessFinal Thoughts: Keys To Success

• Prioritize Education

• Involve all members

• Have fun

BETTERINVESTING NATIONAL CONVENTION

Make A Difference In Someone’s Life

If you have benefited fromBETTERINVESTING,

Please pick up someBETTERINVESTING

materialsand introduce others to this

opportunity.