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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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.

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Beyond the Club Operations Book Written in 2004 Good on the basics But …….

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training The Internet is THE 21 st Century Investment Club Tool The power of the internet can help a club improve its operations

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Name the last Century? Hint: It’s not the 19 th 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”

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training “My interest is in the future because I am going to spend the rest of my life there.” Charles F. Kettering ( ) Inventor & Businessman

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training A 21 st Century Outline 1.Tools 2.Administration 3.Recruitment 4.Banking / Brokerage 5.Education 6.Stock Studies 7.Portfolio Management

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Modern Equipment Assumed Laptop Computer address Internet Service Provider (ISP) –Hard wired (DSL) or –Wireless Router

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Tools Flash Drives (21 st ) vs. Floppies (20 th ) USB Headphone w/ microphone & mute button iPod (mp3 player) Web camera

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training More Modern Tools Digital Audio Recorder Projector 4 Port Monitor Switcher w/ triple shield cables & remote

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Cheap Alternatives to a Monitor Step-by-step instructions for doing the conversionStep-by-step instructions for doing the conversion –Can’t be analog TV

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Administration Member Missing / Sick Digital Audio Recorder Have You Tried VoIP?VoIP –Voice over Internet Provider –AKA Peer-to-peer (P2P) Phone Service –Can Do a Video Conference or Voice Only –Providers Skype or ooVooSkypeooVoo

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Recruitment Trouble finding new members? Try Social Networking –FacebookFacebook started in a dorm room in 2004 –MySpaceMySpace started in 2003, now owned by News Corporation –LinkedInLinkedIn Business Social Networking Site started in 2003

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Facebook (FB): A Modern Day Tupperware Party Create an account for your club under “Groups”

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Promote Yourself via Club Website

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Recruit via a Blog Neologism that combines web and log Sun City Vistoso VIP Club

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Finance $till Writing Check$? –Last Century ACH (Automated Clearing House) PayPal –To a bank Electronic Deposits (from many) –TD Ameritrade –Scottrade

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training PayPal

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training More Pay Pal

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Electronic Deposits to Broker Source: TD Ameritrade

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Bivio’s Account Sync

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Transparency from your Broker Trading Password vs. View Only Password

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Education Public Libraries Webinars Podcasts BINC CDs & Audio Recordings Other Clubs and Chapters

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Visit a 21 st t century Library Might have Value Line, Morningstar and S&P online for FREE!

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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 investingaudiobooks

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training S&P Interactive Stock Reports Source: S&P Net Advantage

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Been to the BI web site lately?

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Webinars for Stock Studies

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Stock To Study (STS)

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Webinars at ICLUBcentral

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Learning on the Go

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Webinars at bivio Or just type in “webinar” in the search window (upper right)

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Club Café Webinars

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Webinars at Manifest Investing

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Manifest Investing Webinars

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training iTunes Store: What is out there?

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Business / Investing Podcasts

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Morningstar Video And it’s free!

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Other Interesting Programs Business Week –Investing with Gene MarcialInvesting with Gene Marcial Barron’s Wise Investor Show –Long-term value investor –

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Updating / Doing SSGs Make learning a 21 st Century tool

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training BI Online Stock Study

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training BI Online Stock Study Comparisons make for quicker reviews

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training BI Online Stock Study Can now export file to Stock Analyst or Toolkit

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 21 st Century Portfolio Management Bivio –Portfolio Benchmarks –Investment Performance Myiclub –Portfolio Benchmarks –Watch Lists BI Portfolio Manager –Diversification by Sector and Size Manifest Investing –Dashboards

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Bivio For Portfolio Management

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Compare Yourself to Warren Buffett

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Challenge the Master

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Cool things for Myiclub users Or create a calendar via Yahoo Groups or Google Groups

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Myiclub’s Watch List Create a “watch list” on Yahoo or Google Groups instead

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Myiclub’s Portfolio Reports

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Are you meeting diversification goals? Source: BI Portfolio Manager

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Set Up Portfolio Goals

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training How Are We Doing?

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Manifest’s Dashboards

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Experiment Not all tools are for every club Select a few Don’t let fear of failing creep in

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Don’t Forget Why We Joined a Club Make Money Learn more about investing Great social outlet Have fun

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Make A Difference In Someone’s Life If you have benefited from BETTERINVESTING, Please pick up some BETTERINVESTING materials and introduce others to this opportunity.

BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Questions? Please fill out your evaluation form Seminar ID: Track Code # and name and turn it in immediately the last Volunteer Training Session