1. 2014 Best Practices

2. ABA Staff Point of Contact
Jeni Pastier
Senior Manager,
Financial Education

3. “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.

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

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

6. What Is Get Smart About Credit Day?
Annual, banker-driven, financial education campaign.
Another example of valuable role banks play in communities they serve.
12th annual event Thursday, October 16, 2014.
Make credit-focused presentations on the day and throughout the month or year.

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

8. Steps to Get Started Register Your Bank
Secure School or Alternative Audience
Choose Your Topic/Prepare Materials
Engage Your Communications Staff

9. Registration

10. Registration

11. 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
Program is Flexible

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

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

14. 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.
Title I Schools
Schools receiving 51% Free and Reduced Meals (FARMS)
Additional CRA Information Contact:
Rob Rowe, VP Chief Counsel Reglator Compliance

15. ABA Public Relations Contact
Meghan French Manager, Public Relations

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

17. Engage Media with Meghan French

18. Resources

19. Questions and Answers Submit question using “CHAT” feature on toolbar.
Please include name, bank &
after program.