Chapter Leaders
Melissa Wittig, Member Communication Specialist
March 10, 2009
March 2009 Chapter Bulletin

Chapter Bulletin is a monthly publication of The Wisconsin Credit Union League (Communications Department) published September through May. League directors and chapter presidents receive Chapter Bulletin to assist with announcements at monthly chapter meetings.

Please contact if your email address changes.

For more information, contact:
Melissa Wittig, Member Communication Specialist
(800) 242-0833, Ext.

New attractions added to The League's 75th Annual Convention May 6-9
The League's 75th Annual Convention, May 6-9 will feature some great new highlights. Despite a financially challenging year for credit unions, it's still important for us all to come together annually as a movement to network, learn and grow. To ensure a robust convention we've not only considered pricing but put together a host of new experiences. There'll be:

  • Free and steeply discounted registrations. In recognition of The League's 75th anniversary, your delegate registers free and all additional employees and volunteers for just $75. Also bring for free up to three employees or volunteers under the age of 35 (all of whom must register). Spouses register for just $100.
  • Education Sessions. There’ll be programs on building better boards, virtual currencies, sustainability strategies, social networking, leadership models, financial education and much more!

  • Product Showcase. Credit unions face one of the most challenging years in memory. You’ll need all the tools and tips you can get to make money, save money and increase your member and employee satisfaction. Discover how you can tap some of the best resources around including 401(k) and pension plans, web based training, credit card portfolio management, HR consulting, open-end lending and more.

  • The Learning Center. Learn how Facebook, Twitter, YouTube, LinkedIn and other new communication channels can benefit your credit union. Credit union young professionals will also provide interactive demos that will showcase how some of the hottest sites can enhance your business.

  • Harley-Davidson® Museum Reception. Corporate Central and The League host this free and informal dinner that will include opportunities to network with other attendees and a museum tour.

  • Green Bay Packer Donald Driver. Driver will share his personal insights on teamwork, hard work and beating life's challenges during the closing session of the Convention.

Don't miss this year's fantastic lineup! Reserve your room today by visiting The League's Convention webpage.

Learn more at Compliance Officer Training School April 7-8
Get a broad overview of compliance issues at the Compliance Officer Training School, April 7-8 in Wauwatosa. The session will cover deposit, lending and overall general operational compliance issues. Topics include the role you play in compliance, what you can and can't say to members from a compliance standpoint, rules and regulations affecting your job, new rules for 2009, consequences of non-compliance and sample forms you can implement to satisfy a variety of requirements.

Visit The League's Corporate Stabilization page online
The NCUA's Corporate Stabilization Program evolves daily, with new information available to help credit unions understand, communicate and account for the costs associated with the replenishment of credit unions' insurance fund. Get what you need by visiting We're updating this page constantly to bring you the latest news, tools and resources, including talking points and other sample communications for use with a variety of audiences, including members and media. Visit the site often - there's a banner link to it on our homepage.

Founder's Circle donations top $463,000 - deadline extended to March 31 to join prestigious group of givers
Great news! A total of $463,598 has been raised for the Wisconsin Credit Union Foundation as part of the prestigious Founder’s Circle, and another $10,000 in gifts below Founder's Circle levels has been contributed in recent months - gifts that are also deeply appreciated! The Foundation Board has extended the deadline for Founder's Circle gifts to allow others more time to join this exclusive group of donors. Gifts made by March 31, 2009, will still be counted toward the Founder's Circle as long as they reach the prescribed giving levels. So if you haven't done so yet,  make your donation now! The Foundation will continue its support of the brass|STUDENT PROGRAM, which improves financial literacy in Wisconsin public high schools. The Foundation will also soon announce scholarships for
CUNA Management School and the Development Education (D.E.) program and provide grants to credit unions developing more REAL Solutions.

League Director elections are wrapping up now
Several new League directors have been elected by acclamation, meaning they were the only nominees for their region or asset class. They will assume their role on The League Board at its meeting at the 75th annual Convention this May. They include: Daryl Gessler of Connexus CU (Class C - $100-$500 million in assets), Paul Kundert of UW CU (Class D - over $500 million in assets), Kevin Hauser of Westby Co-op CU (Region 1), Jack Gill of First Community CU of Beloit (Region 2) and Jennifer Schilling of Empower CU (Region 3). We welcome them to our Board! Other directors will be named as a result of balloting occurring this month. In one race, involving Region 5, a runoff election may be necessary. Three candidates are running and the winner must have a majority of votes cast in order to be declared the winner. Visit The League's website for election details and the final results!

Wisconsin credit unions honored with their third Governor's Financial Literacy Award
Wisconsin credit unions received their third Governor's Financial Literacy Award,
this time for their 80 youth-run, in-school branches that teach the habit of saving and assist with personal finance instruction. Individual credit unions that also received Governor's Awards include Brokaw, Educators, STAR and UW credit unions. Credit unions' partnering with schools has been applauded as a "best practice" for personal finance education. Wisconsin credit unions are second in the nation (behind Michigan) for the number of branches in schools. An award in 2008 recognized Wisconsin credit unions for their sponsorship of the brass|STUDENT PROGRAM,  through which credit unions provide free to all of Wisconsin’s public high schools the lifestyle money magazine brass, a publication that supports state teaching standards for personal finance and is widely used as part of classroom instruction. And another award in 2006 recognized credit unions' REAL Solutions, a collaborative effort by which credit unions help consumers save and build wealth.

Help members save time and money during tax season

As Free Tax Preparation Assistance sites operate around the state this month, it is useful for all Wisconsin credit unions to promote the Free Tax Preparation Assistance program, even if your credit union is not providing staff or resources to a local site. That's because anyone who has a savings account – including all of your members – should use their account to accept a fast, free tax refund via direct deposit. There are two free, easy ways to promote the program. Ask your local radio station to use our Public Service Announcement (downloadable online) and link to in your newsletter or on your website (contact us for a Web graphic). The site explains how filers can use an existing account (or open one) to use direct deposit whether they file online, using software on their home computer or by visiting any one of the 231 free tax preparation assistance sites around the state where credit union volunteers help to facilitate direct deposit. In 2008, 60,190 people filed tax returns at 231 free tax preparation sites in Wisconsin, operated in conjunction with the IRS, Wisconsin Department of Revenue and AARP. With the average cost of $276 for fees to a tax preparer offering refund anticipation loans, Wisconsin filers saved a total of $16.6 million by using free tax preparation assistance.

Advanced Issues in Bankruptcy explored April 22 in Wisconsin Dells
Bankruptcy filings are expected to skyrocket. Find out what changes to the bankruptcy code will do to affect borrowers and your credit union's bottom line at a day-long Advanced Issues In Bankruptcy training April 22 in Wisconsin Dells.

Ensure your credit union's future vitality by observing National Credit Union Youth Week April 19-25

Young people are the future of your credit union. Build long-lasting relationships with them now by observing National Credit Union Youth Week, April 19-25. This year's theme is "The Magic of Saving." Also,
don't forget to sign up for the Youth Savings Challenge! New this year, the Youth Savings Challenge has been expanded from one week to the whole month of April. Participate for one week, two weeks or for the whole month – more days mean more opportunities for youth to visit a credit union or in-school branch to make a deposit. Last year, Wisconsin credit unions' young savers stashed more than $185,300 in savings as part of the event. Sign up for the National Youth Week newsletter to get planning tips and more!

League's 2008 Annual Report a new tool for advocacy

Want to show lawmakers, community leaders, members and others how Wisconsin credit unions are during during this troubled economy? We have a great story to tell! Order copies of The League's Wisconsin Credit Unions 2008 Annual Report, which explains how Wisconsin credit unions delivered value to their communities and to their 2.2 million members in 2008. To order, contact Cathy Bosch, Office Services Manager, at (800) 242-0833, Ext. 6003.

Help your members save for future educational opportunities with

Wisconsin credit unions have a fantastic new REAL Solution that allows Wisconsin consumers a chance to plan for future educational opportunities while also gaining access to credit unions' most competitive rates as part of a long-term, state sponsored college savings plan called EdVest. The program even allows credit unions to hold some of the plan's invested funds, even though holding funds is not required to market this asset-building opportunity to members. Find out more or access free marketing materials by visiting

Sponsor a local teacher for the 2009 National Institute of Financial and Economic Literacy!
Act now to sponsor a teacher for the 2009 National Institute of Financial and Economic Literacy – week-long workshops that instruct educators how to teach young people the basics of personal finance. These popular workshops fill up fast in spring since there are only 50 slots available for each week-long session, in June, July and August at Edgewood College campus in Madison. Teacher sponsorship for each full week costs $225 – a bargain! – and includes lodging, meals and the teacher's registration. Wisconsin credit unions sponsor a majority of the event's attendees. The League has sponsored the Institute since its inception in 2001.

May training to focus on recordkeeping

Mark your calendars for May 13 for a training at The League in Pewaukee that will focus on recordkeeping requirements.

Attend These Seminars
The League's April seminars will focus on
the 9 reasons credit unions aren't reaching their sales & service potential and competitive lending trends.  CUNA will also hold its session on credit union finance for non-financial managers and volunteers. For more information on these and more, visit


The Wisconsin Credit Union League
N25 W23131 Paul Road, Suite 500
Pewaukee, WI  53072-5779

(262) 549-0200
(800) 242-0833
Fax: (262) 549-7722

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