Four Assets for Families

Families find themselves in a Financial Literacy program to deal with a money emergency or (preferably) to prevent such an emergency. Ideally, the family learns about better money management – but do they learn what role money should play in their lives?

Model showing four asset blocks that pertain to all individuals as they navigate society. The blocks are Personal, Social, Physical and Financial.
Four Human Block Asset Model (4Human-Block)
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Can We Start Again Please – Here is the Offer…

On September 16, 2021, I will be moderating a Financial Management Institute (FMI) virtual conference: Getting Up to Speed When the Pressure is On. The conference will present six senior Edmonton area leaders [2] who have recently started their new roles. Edmonton Chapter – “Getting Up to Speed When the Pressure is On” | fmi*igf.

A large snail with shell proceeding past a bike tire in the background.
Moving to a new role is always daunting.
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SAMI Financial Literacy Goals

Most people have heard of the marshmallow test. Ask a young child if they want one marshmallow now or two in a short while. The test was designed and originally delivered in the late 1960’s and early 1970’s, it showed a correlation between a young child’s ability to delay gratification and their future success [1].

Graphic representation of the SAMI Goals.
SAMI Goals (Small, Attained, Modified and Internalized)
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LinkedIn – Google Forms Essential Training

I discovered that my local library (St. Albert) has a subscription to LinkedIn-Learning. One of the courses offered is a basic course on Google Forms Essential Training. This technology is a possible solution for a project I am working on – so a free whirlwind tour is a deal I could not pass up! Because I am declaring this course for verifiable professional development, the following are some notes and ‘KEWL’ things learned.

Google Forms landing page selecting a blank form or starting from a template.
Getting started on a Google Form can be daunting – Jess’ overview course shows it is easy-peasy.
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Zoom Tips, Tricks & Hacks with Tony White

My notes from a session hosted by Tony White, a consultant and training specialist from Ontario [1]. This 3.5-hour session was hosted by the Canadian Executive Services Organization (CESO) and was well run and informative.

Gallery view of a Zoom image has communication originating and then returning to the facilitator (blue arrow).  Alternatively, the 'floor' moves from participant to participant returning to the moderator (green arrow).
Blue Arrow: Moderator Centric Facilitator Using a Gallery View. Green Arrow: Participant Centric. (image courtesy of mashable.com)
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The Alpha Zoom & Other Tricks

Control a meeting can be a challenge [1] and a virtual even more so. Part of the following series, this and following blog will discuss Zoom-tools and methods to keep a meeting under control and the participants engaged.

Double exposed image of a German Krampus creature.  Taken in Austria, December 2010.
Taking control of a Zoom Meeting doesn’t mean you have to become a monster (Krampus – Austria December 2010).
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Zoom for the Newbie

In a previous blog (Freely Zooming in on Non-Profits), an organization has acquired Zoom. The second blog in the series (Setting Up Zoom (TOO MANY OPTIONS!)) discussed which buttons to push to make the tool work optimally for non-profit. Now you are ready for your first big meeting, YEAH!

Zoom Buttons and What They Do
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Setting Up Zoom (TOO MANY OPTIONS!)

In a previous blog (Freely Zooming in on Non-Profits), an organization has decided to use a free version of Zoom or purchase a license, the good news. The better news is that Zoom is a highly configurable tool designed to be used in large organizations with a myriad of complex and varying business requirements.

Screen shot of the administration panel of a Zoom account in which configuration options can be made.
Admin level access to Zoom Options.
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