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

February 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

“Don’t Tax My Credit Union” advocacy must continue
As tax reform discussions continue in Congress, credit unions must remain diligent in their “Don’t Tax My Credit Union!” advocacy.  Maintaining a strong and consistent message to Congress shows this is important to Wisconsin constituents and that protecting the current credit union tax status should be a priority. The League has additional postcards and other resources available if you would like assistance in your continued efforts. Contact Sarah Wainscott for materials or assistance.

Advocacy opportunities continue!
There are always opportunities available to advocate for your credit union. Consider these ways you can strengthen relationships with lawmakers and share stories of how your credit union is a socially responsible, valued part of the communities you serve. Then contact Sarah Wainscott if you have questions about any of these events or resources:

Add income while helping members save on their wireless service
There’s no cost to Wisconsin credit unions to gain an instant revenue stream, thanks to the Invest in America program offered through the League Services Corp. For example, with Sprint, your credit union generates income simply by offering member discounts on wireless plans. These include a 10% discount on select individual service plans, a 15% discount on select business plans and waived activation and upgrade fees. You receive free marketing materials, while Sprint handles member service. Contact Ben Schweder at (262) 408-6026.

Early 2014 Roundtables offer invaluable networking, practical knowledge
HR Roundtable, Feb. 13 in Appleton; the Small Credit Union CEO Roundtable, March 12 in Wisconsin Dells, and the Compliance Roundtable March 20 in the Dells. To register, contact Judy Phillips at (262) 408-6020.

IRA workshops offer essentials, advanced skills
Whether you need basic training on Individual Retirement Accounts or something more advanced, The League has you covered with its IRA Essentials & IRAs Advanced Workshops, Feb. 18 & 19 in the Wisconsin Dells. To register, contact Judy Phillips at (262) 408-6020.

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.

Apply by Feb. 28 for a DE Scholarship from the Foundation
The Wisconsin Credit Union Foundation is accepting applications through Feb. 28 for a scholarship to the April, 2014 Development Education training, held in Madison. DE training offers "CU philosophy immersion"—an in-depth look at CUs' history, global reach, and challenges. Attendees who become Development Educators (CUDEs) learn to apply CU philosophy to solve pressing local problems. DE training may help young staff commit to a CU career. Read the guidelines and apply today. Questions? Contact Mary Bliss at (262) 408-6002.

Let The League file your 990
Let us save you from the headache of completing what has been called the most complex form in IRS history – the Form 990. The Form 990 is a public document so it is recommended that a copy be given to your Board of Directors for review. Submit your information to The League by Feb. 28 so that a draft can be prepared in time for your April Board Meeting. For more information, contact Cari Thompson at (262) 408-6023.

Don't miss these League trainings in March!
Our calendar includes: tapping the Hispanic market; more than balancing for tellers; comprehensive notary training, open is the new close (sales skills); reporting elder financial abuse, vendor contract lifecycle management; understanding ALM, Reg. CC, small CU marketing, flood insurance update, regulatory compliance for lenders (including BSA), trust compliance for opening accounts and lending & tapping young employees/members for growth.

League Convention in Milwaukee May 7-10 has top speaker lineup
The League’s 80th annual convention, May 7-10 at the Wisconsin Center/Hilton Milwaukee City Center has an amazing speaker lineup! Event emcee and breakout presenter is credit union favorite Patrick Adams—one of Credit Union Magazine's CU Movement Rock Stars. We'll also hear from author and trainer Mike Michalowicz (Be the World's Best You!), leadership coach Andy Janning (Leading a Team of Excellence) and Salim Ismail (Technological Advances and What They Mean for Credit Unions). This year’s Convention theme is Fostering Service Excellence, and The League's annual meeting is set for 1:45-2:15 p.m. on Thursday, May 8. Reserve your hotel room today.

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. Our chat schedule includes fostering service excellence (2/18) and effective communication (3/18). See the directions and schedule at

Thank you, donors to the 2013 Annual Fund Donor Society!
Thank you to all the individuals, credit unions and organizations that have supported the Wisconsin Credit Union Foundation in 2013. These generous contributors also appear in the Foundation’s annual report, which will be online this spring. We appreciate their support for the world of good they help accomplish!

YP announcements (for YP Liaisons)

YPs received advocacy training ahead of state GAC

Young Professionals participating in the League’s state Government Affairs Conference received free advocacy training at a special YP-focused event the day prior to the conference. They learned best practices in credit union messaging, received guidance from seasoned credit union Activists and received tips from representatives from within Wisconsin government. For more information, contact Chad Helminak at (608) 514-0080.

Save the date for a free YP Boot Camp in Eau Claire March 27
Young Professionals age 35 and younger will gather at Royal Credit Union in Eau Claire to network with peers, learn more about the credit union system and gain best practices to benefit their credit union. The topic will be “service excellence.” Register now.

Wisconsin YP chosen to "Crash" the CUNA GAC
Nathan Lang, Asst. VP of Loan Operations with Thrivent Federal CU, has been chosen to “Crash” the CUNA Governmental Affairs Conference in Washington, D.C. Feb. 23-27. He is among other Young Professionals (YPs) – one from each state and D.C. – to receive a free conference registration (sponsored by CUNA).  He will also receive airfare and hotel sponsorship from The League. The year’s largest advocacy event of the CU movement will focus on protecting the CU tax status as well as other 2014 legislative priorities. Crashers participate in exclusive YP events that provide access to top industry leaders and issues affecting credit unions’ future.

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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