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MAKING IT STICK

MAKING IT STICK. YOUR POST FORUM ACTION PLAN BANKING AND THE ECONOMY. A FORUM FOR MINORITIES FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 27, 2019. AGENDA. Welcome Ground Rules Mingle, Mingle, Mingle Overview of UFSC Introduction and Recap Turning Notes into Insights

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MAKING IT STICK

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  1. MAKING IT STICK YOUR POST FORUM ACTION PLAN BANKING AND THE ECONOMY A FORUM FOR MINORITIES FEDERAL RESERVE BANK OF ST. LOUIS SEPTEMBER 27, 2019

  2. AGENDA • Welcome • Ground Rules • Mingle, Mingle, Mingle • Overview of UFSC • Introduction and Recap • Turning Notes into Insights • Implementing Insights in Your Life • Overcoming the Whirlwind • UFSC Next Level Challenge

  3. GROUND RULES Share every good idea Be open minded No pressure Don’t be afraid to ask Have fun! Think outside the box

  4. MINGLE. MINGLE. MINGLE. Favorite Menu 01 02 03 GROUP OF 2 GROUP OF 3 GROUP OF 4 • Which presenter at the forum resonated with you? Why? • Who is one connection you made at the forum? • How do you plan on following up? • One word for how you are feeling in the moment.

  5. UFSC VISION To ensure the full and equitable participation of people of color at all levels in the financial services industry. UFSC MISSION To be the preeminent resource organization in the financial services industry that provides professional development programs, supports educational advancement and promotes economic empowerment for its members and minority communities at large.

  6. VALUE DIAMOND Favorite Menu Four key constituents that UFSC serves are: members, local chapters, sponsors/corporate partners and diverse communities. CHAPTERS COMMUNITIES Economic / Business Development Financial Expertise / Networking VALUE SPONSORS / CORPORATE PARTENERS MEMBERS Professional / Leadership Development Community Service / Educational Advancement

  7. PROGRAMS PROFESSIONAL DEVELOPMENT

  8. PROGRAMS FINANCIAL LITERACY

  9. PROGRAMS MARK LEADERSHIP PROGRAM For high school and college students

  10. PROGRAMS COLLEGIATE ORATORICAL COMPETITION

  11. INTRODUCTION AND RECAPS • Get together in groups of 4-5 people. • Introduce each other: • Name • Company/Organization • Talks and Workshops attended • 1 highlight of the conference • After introduction discuss your highlights and write down 1-2 key insights for the group. • Use Post its • 1 Post it = 1 Insight • 1 Insight = 5-7 words

  12. TURNING NOTES INTO INSIGHTS • Individually restructure your notes into insights.Focus on your Key Questions and Key Insights. • Use your notes to answer the following questions in your handout: • Personal/Professional • What were your top 3 personal/professional insights? • Why are those insights relevant? • What changes in your life, if you take action on those insights? • Who will you share your insights with? • When will your share your insights? • Business • What were your top 3 insights that will benefit your company/organization? Why are those insights relevant to your company/organization? • What changes in your company/organization, if you take action on those insights? • Who will you share your insights with? • When will your share your insights?

  13. TURNING NOTESINTO INSIGHTS • Turn to your colleague on the right. • Present to each other your Key Insights. • Review and improve each others Insights.

  14. IMPLEMENTING INSIGHTS • Individually choose one personal insight • Write it down on the handout. • Write down one action you can take in the next 7 days to implement this insight in your life. • Individually choose one business insight • Write it down on the handout. • Write down one action you can take in the next 7 days to implement this insight in your company/organization.

  15. IMPLEMENTING INSIGHTS • Turn to your colleague on the right again • Share the insight you chose and discuss the actions you will take to implement the insight personally and within your company/organization • Review and improve each others actions. Rewrite on handout • Write Your Name, Email Address, Phone Number and Actions on Note Card

  16. OVERCOMING THE WHIRLWIND

  17. OVERCOMING THE WHIRLMIND • PROCASTINATION • USE TIME WISELY • Remember Peak Moments • Write Down Your Goals • Use Gamification • Eat the Frog • Just Do It • 15 Minute Rule • Chop It Up • Remove Distractions • Start Small and Build • Reward Yourself • Set Realistic Deadlines • Urgent/Important • 80/20 Rule • Utilize a Calendar • Create a Ritual • SELF MOTIVATE

  18. NEXT LEVEL CHALLENGE • 5 Week Mastermind Group • An On-Going Forum for Like-minded Professionals Focused on Results • Support and ideas from focused and driven members of the group • Every Friday, starting October 4, 2019, (sessions recorded) • Weekly empowerment nuggets/videos to keep you motivated and on target • Software to track progress, create real shared accountability, turns group performance into a game; gives team members a way to cheer one another on; group postings, and direct messaging. • Cost is Free

  19. CHECK OUT Join us up-front with your index card What is one insight you got from this session? What is one question that you have?

  20. THANK YOU! To learn more about Urban Financial Services Coalition Visit www.ufscnet.org

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