2014 Best Practices

2014 Best Practices
ABA Staff Point of Contact
Jeni Pastier
Senior Manager,
Financial Education
[email protected]
• 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.
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
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.
2. Is your bank also participating in Lights, Camera, Save! this year?
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.
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.
What Is Get Smart About Credit Day?
• Annual, banker-driven, financial education
o Another example of valuable role banks play in
communities they serve.
• 12th annual event Thursday, October 16, 2014.
o Make credit-focused presentations on the day and
throughout the month or year.
Get Smart About Credit Focus Areas
• Knowing Your Credit Score
• Protecting Your Identity
• Paying for College
ABA provides materials to support each topic.
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
Secure Your Audience
• Start Scheduling Presentation(s) as Soon as
• 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
Preparing to Engage the Audience
Before Your Lesson:
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
Engage the Audience
During Your Lesson:
o Connect with the ENTIRE Class
o Structure Your Lesson
• Learning Goals
• Promote Discussion
• Positive Reinforcement
o Have Fun
o Leave Something Behind
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
[email protected]
ABA Public Relations Contact
Meghan French
Public Relations
[email protected]
Engage The Media
Five Steps to successfully gain publicity
1. Gather photo releases
2. Media advisory: Send 1 week and 1 day before the
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
Engage Media with Meghan French
Questions and Answers
• Submit question using “CHAT” feature on toolbar.
o Please include name, bank & email
• Email [email protected] after program.

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