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Tools for Managing a 21st Century Club

Tools for Managing a 21st Century Club. For More Efficient Club Operations. By Kevin Gillogly. Disclaimer.

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Tools for Managing a 21st Century Club

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  1. Tools for Managing a 21st Century Club For More Efficient Club Operations By Kevin Gillogly 2009 Volunteer Training

  2. 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 National Investors Association, 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.

  3. Beyond the Club Operations Book • Written in 2004 • Good on the basics • But …….

  4. The Internet is THE 21st Century Investment Club Tool • The power of the internet can help a club improve its operations

  5. Name the last Century? • Hint: It’s not the 19th • Still doing things with pen and paper? • Paper: invented by the Egyptians in 3500 BC • Ball point pen: invented in 1938 by Hungarian journalist Laszlo Biro • Answers found by “goggling”

  6. “My interest is in the future because I am going to spend the rest of my life there.” Charles F. Kettering (1876-1958) Inventor & Businessman

  7. A 21st Century Outline • Tools • Administration • Recruitment • Banking / Brokerage • Education • Stock Studies • Portfolio Management

  8. Modern Equipment Assumed • Laptop Computer • Email address • Internet Service Provider (ISP) • Hard wired (DSL) or • Wireless Router

  9. 21st Century Tools • Flash Drives (21st) vs. Floppies (20th) • USB Headphone w/ microphone & mute button • iPod (mp3 player) • Web camera

  10. More Modern Tools • Digital Audio Recorder • Projector • 4 Port Monitor Switcher w/ triple shield cables & remote

  11. Cheap Alternatives to a Monitor • Step-by-step instructions for doing the conversion • Can’t be analog TV

  12. 21st Century Administration Member Missing / Sick • Digital Audio Recorder • Have You Tried VoIP? • Voice over Internet Provider • AKA Peer-to-peer (P2P) Phone Service • Can Do a Video Conference or Voice Only • Providers • Skype or ooVoo

  13. Video conference calls: Skype • Phone over the internet for one or more people • USB Headphone • w/ adjustable microphone • & a mute button • Can do w/ or w/out a webcamera • Can record the phone call • Free to users if both have Skype

  14. 21st Century Recruitment Trouble finding new members? • Try Social Networking • Facebook • started in a dorm room in 2004 • MySpace • started in 2003, now owned by News Corporation • LinkedIn • Business Social Networking Site started in 2003

  15. Facebook (FB): A Modern Day Tupperware Party Create an account for your club under “Groups”

  16. Promote Yourself viaClub Website www.bivio.com/hdic

  17. Recruit via a Blog • Neologism that combines web and log Sun City Vistoso VIP Club

  18. 21st Century Finance • $till Writing Check$? • Last Century • ACH (Automated Clearing House) • PayPal • To a bank • Electronic Deposits (from many) • TD Ameritrade • Scottrade

  19. PayPal

  20. More Pay Pal

  21. Electronic Deposits to Broker Source: TD Ameritrade

  22. Bivio’s Account Sync

  23. Transparency from your Broker • Trading Password vs. View Only Password

  24. 21st Century Education • Public Libraries • Webinars • Podcasts • BINC CDs & Audio Recordings • Other Clubs and Chapters

  25. Visit a 21stt century Library • Might have Value Line, Morningstar and S&P online for FREE!

  26. Free Online Access to Research • Look to see what else your library has • Don’t have Value Line remote access? Bring your flash drive • Look for audiobooks on investing

  27. S&P Interactive Stock Reports Source: S&P Net Advantage

  28. What is a webinar? • Neologism that combines the world wide web and seminar • Webinar providers: • Go To Meeting (GTM) • WebEx • Microsoft Live Connect • Cost for webinar; Free to visitors "Yesterday's neologisms, like yesterday's jargon, are often today's essential vocabulary." – Academic Instincts, 2001

  29. Been to the BI web site lately?

  30. Webinars for Stock Studies

  31. 21st CenturyStock To Study (STS)

  32. Webinars at ICLUBcentral

  33. Learning on the Go

  34. Webinars at bivio Or just type in “webinar” in the search window (upper right)

  35. Club Café Webinars

  36. Webinars at Manifest Investing

  37. Manifest Investing Webinars

  38. What is a podcast? • Neologism that combines iPod and broadcasting • Download and store audio files as .mp3 files • Can listen to entire recorded audio and video programs on your computer through a mp3 player

  39. iTunes Store: What is out there?

  40. Business / Investing Podcasts

  41. Morningstar Video And it’s free!

  42. Other Interesting Programs • Business Week • Investing with Gene Marcial • Barron’s • Wise Investor Show • Long-term value investor • www.thewiseinvestorgroup.com

  43. BINC Audio Files • Modern club education • Presentation files from BINC • Audio files from vendor • Store one CD on computer & play the other in CD tray Awaiting a screen capture of BINC Audio Files

  44. Learn From Other Interesting Club Sites • Crow River Investment Club • Lunch Money Investment Club • Moose Pond Investors • #1 iclub site • #2 iclub site Great Chapter Site • BI’s Space Coast Chapter

  45. 21st Century Updating / Doing SSGs • Make learning a 21st Century tool

  46. BI Online Stock Study

  47. BI Online Stock Study • Comparisons make for quicker reviews

  48. BI Online Stock Study • Can now export file to Stock Analyst or Toolkit

  49. 21st Century Portfolio Management • Bivio • Portfolio Benchmarks • Investment Performance • Myiclub • Portfolio Benchmarks • Watch Lists • BI Portfolio Manager • Diversification by Sector and Size • Manifest Investing • Dashboards

  50. Bivio For Portfolio Management

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