OIE Upcoming Conference Call

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Agenda for Next Connect Session

Date is December 2, 2009
Time is 10:00 AM to 11:00 AM Pacific; 11:00 AM to 12:00 PM Mountain; 12:00 PM to 1:00 PM Central; 1:00 PM to 2:00 PM Eastern
URL http://connect.extension.iastate.edu/finra/

You will be presented with a login screen that has an "Enter as Guest" option. Enter your first name, your last name, and your institution/university and then click the "Enter Room" button to join the conference. Once you log into the meeting you will be presented with the option to enter your call-back number, your phone will automatically be called. After entering your number you will be automatically called and join into the audio portion of the Web conference on your phone.

Call If you will not be in front of a computer, you may join the audio part of the session by calling:

Phone #: 1-866-433-4616 Passcode: 882477

Draft Agenda Items
  1. Welcome – Nancy Porter
  2. Progress on Marketing Plan - Kris, Elaine, Nancy, Pat, Debb, and Terry
  3. Progress Report on Content and Technology Plan - Barb and Amy
  4. Progress Report on Annie’s Project – Bob, Ruth, and Tim
    • Webinar
  5. Progress Report on Evaluation Plan - Mike and Jeff
  6. Review Next Action Steps
  7. Report on Conferences Attended, Upcoming Conferences, and Publications:
    • Paper about FINRA OIE audience analysis survey findings by O'Neill, Porter, Pankow, Schuchardt, and Johnson submitted to the Journal of Financial Counseling and Planning; revisions have been made and submitted.
    • EFERMA Conference, March 3-5, 2010 in Chattanooga, TN. "Investing for Farm Families Online Course" proposal submitted by Nancy for Educational Program Resource Exchange.
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