Portfolio

TCTS Social Media Guide

This nine-page social media guide helps bankers cross-promote their Teach Children to Save events, and is part of a larger Communications Toolkit designed to help bankers publicize their TCTS efforts before, during and even after TCTS Day. The toolkit contains a customizable media advisory, press pitch and press release for bankers to tailor to their specific event and send to their media outlets.

Jump$tart Update Newsletter article

In the anticipation of the Lights, Camera, Save national video contest winner anouncement, I wrote this article on how the contest engages teens. Four thousand copies of this edition were printed for Jump$tart's national partners and affiliated state coalitions.

Road to Financial Responsibility

ABA and the Corporation for Enterprise Development (CFED) created this road map in 2014 to help parents better understand the financial milestones their children can reach with their help. I worked with marketing and CFED's communications team in creating a cross-promotional plan that extends the media reach of Teach Children to Save during Financial Capability Month.

TCTS Social Media Guide

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Bankers are the real drivers of ABA's financial education campaigns for which I created customizable traditional and social media materials tailored to each campaign, helping bankers most effectively garner media coverage in their communitites. I also handled the press for ABA’s events, ranging from an in-person financial education lessons with ABA President and CEO Frank Keating and Va. Sen. Tim Kaine to organizing and running Twitter chats.

For ABA's three intitatives — Teach Children to Save, Get Smart About Credit, and Lights, Camera, Save video contest — I work side-by-side with the foundation’s industry partners, such as Operation HOPE and CFED, in developing cross-promotion plans for products and events.

Financial Education

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Marijuana and Banking FAQ

This is a partial screenshot of the three page FAQ I helped create for reporters and our member banks. Through our member communications channels, this document was one of the most-downloaded resources in 2014.

Marijuana and Banking FAQ

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Marijuana and Banking

Colorado and Washington legalized recreational marijuana in 2012. It wasn’t until later, when the logistics of running a dispensary started coming into play, that marijuana business and their inability to get banked became a top issue in the anti-money laundering space.

We decided early on to be a strong voice for the need of consistent federal and state laws. Over the last couple of years, we’ve been on the forefront of this issue, pushing the banking industry’s need for an act of Congress to make marijuana legal under federal law.

I worked with ABA experts in handling hundreds of press calls and creating a marijuana FAQ, featured right, as a backgrounder for the media and guidance for bankers and state bankers associations.

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Interactive Twitter Map

This is a partial screenshot of the press release I wrote and pushed to top advocacy reporters inside the beltway which resulted in coverage in a half a dozen news articles.

Credit Unions: It's Time To Pay

This is a screenshot of the It's Time to Pay landing web page. This website provides ABA-members with the resources they need to advocate for the need to end the credit union taxation for those who have grown beyond their mission. I provided much of the social media content.

Interactive Twitter Map

This is a partial screenshot of the press release I wrote and pushed to top advocacy reporters inside the beltway which resulted in coverage in a half a dozen news articles.

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Advocacy

I worked on several advocacy campaigns. First in 2012, I worked on the It’s Time to Pay Campaign to end the credit union tax-exemption. In 2013, I became the PR person for Bankers Speak Up, ABA’s first grassroots platform to help bankers tell the story of their bank in their community.

As part of the strategy teams, I provide social media and traditional public relations assistance to these initatives. Scroll through the slideshow to the left to see examples such as the press release for Amplify’s Advocacy Map and the It’s Time To Pay Website.

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Checklists

My PR team of six work in an incredibly fast-paced environment, moving from various traditional and non-traditional PR projects quickly. I created a system to help the team spend less time making sure they thought through every tactic on any given project, and more time making the project and it's tactics stronger.

As a team, we identified eight categories and I held brainstorming sessions for each of them. I took everyone's input and organized the information into one page checklists, which include: