To:  Chapter Leaders & League Directors
From:  Christine Henzig, Director of Communications
Date:  April, 2014

April Chapter Bulletin

Chapter Bulletin
is a monthly publication of The Wisconsin Credit Union League (Communications Department) published September through April. Chapter leaders and League directors receive Chapter Bulletin to assist with announcements at monthly chapter meetings. Please encourage your chapter's Young Professional Liaison, if you have one, to deliver the last announcements listed as YP items.


* Education/event details, registration info or email changes - Judy Phillips (262) 408-6020
* Editorial assistance - Christine Henzig (262) 408-6019

Make the WCULAF auction a success at and before Convention
A successful WCULAF Convention Auction is fun and crucial advocacy that can help ensure credit unions are in a strategically strong position heading into this year's elections.

  • Before Convention: You can contribute toward your chapter's donation or donate an item to be auctioned yourself. Please inform your Chapter president, or Sarah Wainscott at The League, if there is an item that you, your business partners, staff or volunteers would like to contribute.

  • At Convention: Attend the Silent Auction, Thursday, May 8 from 3:30 to 7 p.m. There are items to fit everyone's pocketbook. Individuals that place bids over $25 will be placed in a raffle for two Activist program shirts, and individuals who place bids over $100 will be placed in a separate raffle for two additional Activist items.

Auction proceeds go toward promoting and protecting credit unions by supporting credit union champions and strategically important candidates through the Wisconsin Credit Union Legislative Action Fund. For more information, contact Sarah Wainscott at (608) 514-0086

Add as much as 20 cents per member simply by offering wireless discounts
It's projected your credit union could gain as much as 20 cents per member in non-interest income for 2014 on your entire membership base, thanks to the Invest in America program offered through the League Services Corp. The Sprint program gives you this income potential simply by offering member discounts on wireless plans. You receive free marketing materials, while Sprint handles member service. Watch the video for more details and contact Ben Schweder at (262) 408-6026.

League Convention in Milwaukee celebrates Fostering Service Excellence
Register now for The League’s 80th annual Convention, May 7-10 at the Wisconsin Center/Hilton in Milwaukee. Our theme is Fostering Service Excellence. Visit for all the details. You'll want to bring not just your executives and directors but staff at all levels to engage them in the issues shaping our movement. By coming together to address our challenges and opportunities—and enjoy each other's friendship—we reinforce our unity in providing continued member service and the advocacy that will preserve credit unions for future generations. Convention will feature:

  • Inspiration from Gigi Hyland of the National Credit Union Foundation, explaining how to use service excellence for good, and a talk on service excellence in community outreach by Green Bay Packer Randall Cobb.

  • Vision from Conduit luncheon keynoter Charles Franklin, a nationally renowned election polling expert sharing insights on the November elections, CU Magazine Rock Star Patrick Adams as our event emcee, Andy Janning's insights on building strong leadership teams, entrepreneur Mike Michalowicz's blueprint for explosive growth through service, and past convention favorite Salim Ismail's forecast on technology changes affecting credit unions.

  • Best practices for directors, executives, young professionals, marketers and lenders. They'll touch on transforming service to sales, data breaches, The Bank Secrecy Act, exam preparation, building a leadership dashboard, understanding new consumer behavior and much more.

  • Opportunity through a peer networking lunch, a general session on being the World's Best You, interaction with more than 90 CU business partners and exclusive sessions to help fuel Young Professionals' careers.

  • Fun with peers including golf at Ironwood in Sussex, an opening night reception, a Friday evening Brewers game at Miller Park featuring a party on the Dew Deck, & a service project showcasing credit union spirit.

Energize your financial education efforts in April
April is recognized as financial literacy month! Observe National Credit Union Youth Week, April 20-26. Involve young members in the Saving Challenge and invite legislators to tour your youth-run branch using our sample communications. Share your event highlights by tweeting with #CUYouthWeek.

Apply by April 30 for a Scholarship to CUNA Management School
CUNA Management School, the credit union movement's longest-running high-level education program, convenes in Madison each July. It's your chance to invest in your career! And now, if you apply by April 30, you can do so with up to $2,000 of financial aid from the Wisconsin Credit Union Foundation. Contact Mary Bliss for more information.

NASCUS event June 3 in Appleton offers insights for directors, managers
Tuesday June 3 the Wisconsin Department of Financial Institutions, National Association for State Credit Union Supervisors (NASCUS) and The League invite credit union directors, executives and managers to a day-long event at Fox Valley Technical College that will provide a forum for learning & discussion on some of the industry’s hottest topics: critical compliance issues, exam issues, legislative & regulatory outlook and emerging risk for directors. The cost is $199 for NASCUS members and $215 for non-members. Registration is required.

Don’t Miss The League’s WI Real Estate Compliance Conference June 4-5
The League’s Wisconsin Real Estate Compliance Conference in the Wisconsin Dells June 4-5 will untangle the complexities of the past few years of regulatory changes. Day 1 will explain these changes, explain how disclosures have been affected and walk you through sample completed loan forms and a Wisconsin-specific documentation checklist to show you how to meet the new requirements. Day 2 will focus on Adjustable Rate Mortgages and Home Equity Lines of Credit, and again walk you through an overview of regulatory changes, sample forms and required documentation. We’ll share policy issues and rules that apply to any HELOC program in Wisconsin and touch on Reg. Z and mortgage priority concepts. Register now and see our full calendar for other League trainings in May.

Mark your calendars for an Aug. 16 Boot Camp with the NCUA
Save the date now for an Aug. 16 Boot Camp in Milwaukee, provided by the National Credit Union Administration's Office of Small Credit Union Initiatives and The League. The interactive session will impart the most important information and ideas to help CEOs and directors of small credit unions in an incresingly complex operating environment. Check the schedule soon for the full agenda.

Recipient chosen for Foundation’s DE Scholarship
Nilsa Gebert of Focus Credit Union will receive the Wisconsin Credit Union Foundation's Development Education Scholarship, worth up to $2,000. The DE program is a credit union philosophy immersion program that challenges attendees to apply cooperative problem solving to local and world issues. The Foundation supports grants and scholarships, financial education, credit union development and the CU system in times of need. You can support the Foundation by donating a prize or making a cash donation to the Foundation bucket raffle at Convention. Tickets will be sold at convention allowing you a chance to win the prizes of your choosing.

Request turnkey materials to host a retirement fair
Turnkey materials for the "Route Your Retirement Fair” program are available to all Wisconsin credit unions. Developed by the National Credit Union Foundation's (NCUF’s) REAL Solutions Program in conjunction with CUNA Mutual Group, the program engages workers in making lifestyle choices for their retirement years while assessing the cost of supporting those choices. The interactive fair is similar to a “reality fair” that credit unions have used to teach teens adult financial decision-making. For information, contact Chad Helminak at (608) 514-0080.

Participate in a Tweet Chat
Join The League on the third Tuesday of each month at 11 a.m. for #WICUchat, a conversation on Twitter that addresses CU-industry topics. See the directions and full schedule at

YP announcements (for YP Liaisons)

Convention Crashers being chosen, all YPs receive $119 Convention deal
Twenty Young Professionals from Wisconsin age 35 and under are being chosen this month to CRASH The League's May Convention in the Dells, covering nearly all their expenses. Thank you, League Services Corp, CUNA Mutual Group and Money Mission® for your sponsorship that makes this possible!  Don't forget that ALL Young Professionals can register for just $119!

March YP Boot Camp in Eau Claire attracts 65+ participants
The League's March 27 YP Boot Camp in Eau Claire attracted more than 65 Young Professionals from 21 credit unions who learned about the value of community outreach for their credit unions’ growth. Best practices were shared by YPs as well as speakers from the National Credit Union Foundation, World Council of Credit Unions and the event host, Royal Credit Union. Ideas for credit union collaboration, system partnerships and strategic giving sent the YPs home with ideas to benefit their credit union. Career-minded staff and volunteers under age 35 can join the YP Network free – or find another Boot Camp opportunity or local meetup – at Questions? Contact Chad Helminak at (608) 514-0080.

YPs encouraged to check out Filene’s Cooperative Trust as part of webinar
As part of the Filene Research Institute’s April 9 free webinar – which is being archived for later review – you’ll learn about the Cooperative Trust – an online community for credit union YPs across the US and Canada. You’ll hear about the Trust’s purpose, community and other opportunities to engage within the CU movement. If you want to check out the Cooperative Trust before the webinar, take a look at their website and sign up for free by filling out their membership app.


The Wisconsin Credit Union League
N25W23131 Paul Road, Suite 500
Pewaukee, WI 53072-5779

(262) 408-6019
(800) 242-0833
Fax: (262) 549-7722
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