2014 Best Practices

aba.com/GetSmart ABA Staff Point of Contact Jeni Pastier Senior Manager, Financial Education

aba.com/GetSmart “Housekeeping” Slides will advance automatically. Today’s presentation is being recorded. Presentation slides and recording will be posted online. Submit questions for Q&A segment any time.

aba.com/GetSmart Webinar Agenda Brief Introduction to Get Smart About Credit Day 2014 How to make Get Smart About Credit a Success CRA Credits o Rich Riese, Senior Vice President, ABA Center for Regulator Compliance Raising Awareness Through PR and Social Media o Meghan French, Public Relations Manager, ABA Resources Your Questions & Answers

aba.com/GetSmart Survey Questions??? 1. Is this your bank’s first time participating in the Get Smart About Credit campaign? A.Yes! This is our first time participating in Get Smart About Credit. B.No, we have participated in this program at least once. A.Yes! My bank is registering for Get Smart About Credit and Lights, Camera, Save! B.No, my bank is only registering for Get Smart About Credit. C.I am not sure. 2. Is your bank also participating in Lights, Camera, Save! this year? 3. Does your bank work with other organizations to bring financial education into the community? A.Yes! My bank partners with other organizations throughout the year. B.No, my bank only participates in ABA Community Engagement Foundation programs. C.I am not sure.

aba.com/GetSmart What Is Get Smart About Credit Day? Annual, banker-driven, financial education campaign. o Another example of valuable role banks play in communities they serve. 12th annual event Thursday, October 16, o Make credit-focused presentations on the day and throughout the month or year.

aba.com/GetSmart Get Smart About Credit Focus Areas ABA provides materials to support each topic. Knowing Your Credit Score Protecting Your Identity Paying for College

aba.com/GetSmart Steps to Get Started 1.Register Your Bank 2.Secure School or Alternative Audience 3.Choose Your Topic/Prepare Materials 4.Engage Your Communications Staff

Registration

aba.com/GetSmart Secure Your Audience Start Scheduling Presentation(s) as Soon as Possible Clubs, Study Programs & other Student Organizations Have Vested Interest in Seeing Young People Succeed Hook Them with Benefits of Teaching Credit Skills o Program is Flexible

aba.com/GetSmart Preparing to Engage the Audience o Prepare, Prepare, PREPARE o Have relatable “Real World” examples o Consider an icebreaker during your introduction o Communicate with teacher or group leader in advance Before Your Lesson:

aba.com/GetSmart Engage the Audience o Connect with the ENTIRE Class o Structure Your Lesson Learning Goals Promote Discussion Positive Reinforcement o Have Fun o Leave Something Behind During Your Lesson:

aba.com/GetSmart Obtaining CRA Credit Prior to your presentation, discuss the event with your CRA or Compliance Officer. Look for audiences in low- to moderate-income areas. o Title I Schools o Schools receiving 51% Free and Reduced Meals (FARMS) Additional CRA Information Contact: o Rob Rowe, VP Chief Counsel Reglator Compliance

aba.com/GetSmart ABA Public Relations Contact Meghan French Manager, Public Relations

aba.com/GetSmart Engage The Media Five Steps to successfully gain publicity 1. Gather photo releases 2. Media advisory: Send 1 week and 1 day before the event 3. Pitch: Follow up with your local newspapers, TV and radio stations 2-3 days after media advisory 4. Press release: Send 1 day before or day of the event 5. Incorporate social media before, during, and after

aba.com/GetSmart Engage Media with Meghan French

aba.com/GetSmart Resources

aba.com/GetSmart Questions and Answers Submit question using “CHAT” feature on toolbar. o Please include name, bank & after