NCompass Live - April 30, 2014. http://nlc.nebraska.gov/ncompasslive/ Learn how librarians can take advantage of "Smart Investing: Reference Strategies and Resources," a self-paced course to promote confidence and competence in responding to library customers’ questions on personal finance and investments. This online training course was originally developed for Santa Clara County Library District (SCCLD) reference staff. It is available to all Nebraska librarians who would like to improve their reference strategies and knowledge of financial literacy concepts and resources. As a result of taking this course, you will be introduced to many useful web resources and will be directed to readings that will cover language, definitions, and concepts in a variety of financial areas, including: •Personal financial planning and budgeting •Banking and banking products •Basics of investment •Investing in stocks, bonds, and mutual funds •Evaluating stocks using company and industry information •Mortgages, short sales, first-time home buying, and real estate as an investment •Retirement accounts, including IRAs and 401(k)s To supplement the information found in the Santa Clara curriculum, the Nebraska Library Commission has prepared a few helpful documents directing you to links to Nebraska-related sites and agencies. This online curriculum is being offered as part of the Nebraska Library Commission and Northeast Library System’s "Smart Investing @ your library® Builds Nebraska Communities" project funded by a $100,000 FINRA Investor Education Foundation grant. Although the 23 public libraries participating in that project will benefit by receiving Financial Literacy Resource Kits and receiving customer financial literacy training in their libraries later this year, all of Nebraska’s public libraries are welcome to participate in the Santa Clara librarian online training. Starting this summer, all Nebraska libraries will also be invited to direct your customers to participate in the 4-week online Smart Investing @your Library® Training, written by Iowa State University Extension and available through the Nebraska Library Commission’s NCampus.

1. Smart Investing@your library®
Builds Nebraska Communities
NCompass Live Webinar
Smart Investing: Reference Strategies & Resources
April 30, 2014

2. Smart Investing@your library®
Builds Nebraska Communities
This program is made possible by a grant from the
FINRA Investor Education Foundation through
Smart investing@your library®, a partnership with
the American Library Association.
(Please also use this acknowledgement when
publicizing your staff and customer training)

5. Nebraska’s Project Partners
• Center for Rural Affairs
• Nebraska Council on Economic Education
• Nebraska Financial Education Coalition
• Nebraska Library Commission (project management)
• Northeast Library System (fiscal agent)
• University of Nebraska-Lincoln Extension
• UNL Student Money Management Center

6. Quick Overview of Nebraska’s Project
• Smart Investing: Reference Strategies & Resources
– Kicks Off Today/April 30th
– Open to the 22 Official Participating Libraries &
Other Libraries
– Developed for the Santa Clara County (CA)
Library System
• Library Resource Kits
– Kits provided to the 22 Participating Libraries
– Kits available to other Nebraska Libraries through
Inter-Library Loan & OverDrive

7. Quick Overview of Nebraska’s Project
(Continued)
• Marketing & Outreach
– Taking a Blended Approach to PR
– Media Training Guide
– Marketing/Outreach Planning Template
• Customer Online Training
– On-site Trainer provided for the 22 Participating Libraries
– Other libraries welcome to use the online curriculum via
Nebraska’s Moodle site
– Developed by Iowa State University Extension
• Evaluation

9. What
$$Financial/Money$$
questions are you getting
from your library
customers?

10. What Audience Would You Target?
• Starting Out: Establishing an Investment Plan
• Building Up: Fine-tuning your portfolio and
planning for retirement
• Making It Last: Retiring and Retirees

11. Level of Staff Confidence Poll
Right now, I rate my confidence in
helping library customers find financial
information as….
• Very High
• High
• Average
• I’m Nervous
• I’m Petrified

12. http://ifpmedia.org/onlinelearning/sccld_smart_investing/index.html
Online Staff Training
Using Curriculum developed for the
Santa Clara County (CA) Library District
through a FINRA Grant
It is designed to promote confidence and
competence in responding to library customer
questions on personal finance and investments

13. Nebraska’s Online Staff/Volunteer Training
14 CE Credits % for Online Staff Training & Webinars
Pre evaluation assessment (Prior to April 30 or at least
BEFORE you start the on-line curriculum)
Today’s Staff Training Kick-off Webinar is being
recorded and will be available (+ check-in webinars)

14. http://ifpmedia.org/onlinelearning/sccld_s
mart_investing/index.html
Let’s take a look $ at what you’ll find
when you link to Santa Clara’s “Reference
Strategies and Resources” Curriculum

15. Let’s take a look $ at Nebraska’s
Value Added Documents
on our project web page at
http://nlc.nebraska.gov/grants/finra/index.aspx

16. Today’s Webinar will be followed by 4 units of
Readings each followed by a Check-in Webinar
For each of the 4 Units
* Accomplish Unit Readings,
* Review hot-linked web resources making note of how
those might be useful to your customers,
* Become familiar with this week’s definitions, and
* Email JoAnn any questions/concepts that you would
like covered at the next check-in webinar.

17. Each of 4 Check-in Webinars
Hosted by NLC and Kathy Prochaska-Cue & will include:
1) Each participant shares a “cool” web feature found on a
hot-linked web site of value to library customers,
2) Discussion of the questions/concepts submitted by
librarians !prior to next Check-in Webinar,
3) A 20-minute presentation by our partner resource person
on a topic related to the latest reading assignment
4) Discussion of favorite questions from the pre-evaluation?

18. Schedule:
April 30 – May 15 Accomplish Week 1 Readings
Check-in #1 Webinar – Thurs, May 15 2:00 pm CDT
May 15 – May 29 Accomplish Week 2 Readings
Check-in #2 Webinar – Thurs, May 29 2:00 pm CDT
May 29 – June 12 Accomplish Week 3 Readings
Check-in #3 Webinar – Thurs, June 12 2:00 pm CDT
June 12 – June 26 Accomplish Week 4 Readings
Check-in #4 Webinar – Thurs, June 26 2:00 pm CDT
(Followed by Post Evaluation through SurveyMonkey)

19. What topics would you like to have
addressed in the Check-in Webinars?
Hot Topics for Week 1 Check-in?
Which of the following topic would you like to see
addressed in the first Check-in webinar on May 15?
– Credit Score
– Mortgages
– Banking Products
– Budgeting
– Financial Planning

20. Requirements & Stipulations of Grant
• Acknowledgement Language: “This program is made
possible by grant from the FINRA Investor Education
Foundation through Smart Investing@your library®, a
partnership with the American Library Association.”
• Press Releases & Trainers Approved in advance by FINRA
• We affirmed that all speakers, presenters, and trainers
engaged in the project will NOT be financial professionals
registered with FINRA, a state securities regulator, or the
SEC. (Incentives/prizes cannot advertise banks or brokers)

21. Next Steps—Step #1
A If you signed up for this webinar—JoAnn will
email you these next steps so you have the links
• Complete Pre Evaluation Survey if
you have not (if the link was not
emailed to you by JoAnn, please
request that link by emailing
joann.mcmanus@nebraska.gov
(Thanks to those who already
completed surveyC)

22. Next Steps—Step #2
• Sign up for Check-In Webinar #1
Scheduled for Thursday, May 15 at
2:00 p.m. (CDT)
Click on “Calendar” at
Nebraska Library Commission’s Site --
www.nlc.nebraka.gov

23. Next Steps—Step #3
• Bookmark the “Smart Investing” Project Page on the
Nebraska Library Commission’s web site so you can
find and use IMPORTANT Course Documents
– Glossary (Alphabetical Order & Order of Appearance)
– Nebraska’s Guide -- Course Outline with Nebraska Links
– Webinar Recordings & Power Points
– Librarian Training Calendar—Check-In Webinar Dates
Click on “Grants – then Smart Investing@your Library
OR type in Smart Investing in the Search Box on the
Nebraska Library Commission’s home page --
www.nlc.nebraka.gov
• http://nlc.nebraska.gov/grants/finra/index.aspx

24. Next Steps—Step #4
• Work on Week One’s Readings &
Review Hot-linked Web Sites &
Documents accessed from the Santa
Clara County Library System’s web
site at:
http://ifpmedia.org/onlinelearning/
sccld_smart_investing/index.html

25. Questions
s

26. Thanks for Participating
& Thanks to