Chapter Leaders
Melissa Wittig, Member Communication Specialist
September 8, 2008
September 2008 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.

Wisconsin credit union Activists to converge on Capitol Hill for Credit Union House event Sept. 23-24
Wisconsin credit union Activists will converge on Capitol Hill Sept. 23-24, as part of our annual Credit Union House event in Washington D.C. Attendees will have the opportunity to network with legislators and will also receive valuable updates on the political and legislative scene.

Money Smart Week Wisconsin is right around the corner Ė Nowís the time to plan
Even though Money Smart Week Wisconsin isnít until Oct. 12-18, itís important to start planning now to ensure the success of your credit unionís event.

Need some help getting started? Hereís some tips:

  • Contact your local Planning Committee. The Planning Committee can let you know what is already being planned in your area and can also offer suggestions to help in your credit unionís planning process.
  • Take advantage of the materials provided by The League. The League has useful materials including talking points and logos so you can focus on more important aspects of the planning process. More materials will be added as they become available.
  • Visit the Money Smart Week Wisconsin website. The website has a toolkit which is filled with posters, marketing materials and other information to fulfill your planning needs.
  • See what credit unions did last year. Visit The League's website and read up on what credit unions around the state did during last yearís event to help get ideas for your credit unionís event.

Money Smart Week Wisconsin is a statewide financial literacy campaign to help educate Wisconsin consumers on matters of personal finance.

Celebrate International Credit Union Day with materials from CUNA and WOCCU
Celebrating International Credit Union Day on Oct. 16 is easy thanks to materials offered by the Credit Union National Association (CUNA) and the World Council of Credit Unions (WOCCU). Credit unions can download customizable materials, available in both English and Spanish, that include a press release, advertisement, model letter to the editor, newsletter article, proclamation, talking points and a speech. Graphics are also available for download, as well as coloring pages for kids. Place your order by Sept. 12 to save at least 10%.

Become a part of The Foundationís history by joining the Founderís Circle
Help ensure the future vitality of The Wisconsin Credit Union Foundation by making a contribution and becoming a member of the newly established Founderís Circle. The Founderís Circle recognizes individual, corporate and credit union donors (the latter by asset size) for gifts ranging from $250 to $25,000, so thereís a level for everyone. And since The Foundation is a 501(c)(3) not-for-profit entity, donations are tax deductible. Join the Founderís Circle by making a donation by Feb. 28, 2009 and help The Foundation promote the growth and health of credit unions through credit union development, assistance with the educational needs of credit union staff and volunteers, support of programming designed to enhance financial literacy of the public and support of the credit union system in times of need.

Save the date! Roundtables to help credit unions connect and share ideas
Share information and ideas with credit unions of similar asset size during the Small, Mid-Size and Large Credit Union Roundtables. The Roundtables have been set up to help credit unions connect and help each other with program and service ideas and implementations. Choose the meeting that suits your credit union's needs.

  • Small Credit Union Roundtable, for asset sizes up to $20 million, Nov. 5 at the Stoney Creek Inn in Rothschild.

  • Mid-size Credit Union Roundtable, for asset sizes from $20 million to $100 million, Oct. 23-24 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.

  • Large Credit Union Roundtable, for asset sizes over $100 million, Dec. 4-5 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.

Free Savings Bond Seminar changes to a webinar format!
The League will no longer offer the Savings Bond Seminar, instead it will be held as a webinar. While the webinar will still begin at 1 p.m. Sept. 30, you will now be able to build your savings bond knowledge without leaving your office. The three-and-a-half hour introductory webinar will help you better assist your members and will cover topics including assisting members with issuing, reissuing and redeeming savings bonds, understanding savings bond interest rates and tax benefits, navigating TreasuryDirect and other web-based resources and understanding forms and materials needed to process transactions.

Directors Conference provides your Directors with the tools for success
Help ensure your credit unionís success by having your Directors attend The Leagueís Directors Conference Oct. 17-18 at Blue Harbor Resort in Sheboygan. Designed to be educational for both new and seasoned directors, this two-day conference will illustrate how teamwork and good governance can affect a credit unionís overall success. The conference will also provide further information on the REAL Solutions initiative, economic trends and the future financial landscape. Register before Oct. 1 and save $30!

Help keep the credit union movement strong through Payroll Deduction
Help keep the credit union movement strong through The League's Payroll Deduction program. The program makes it easy to support credit union friendly lawmakers and candidates through regular, voluntary contributions from credit union employees. If your credit union has yet to ask staff to help our cause, The League can provide information or a presentation to add enrollments. For more information, contact Lindsay Krumsee, Government Affairs Specialist at The League, at (800) 242-0833, Ext. 6015.

Make The Credit Union Storyô your marketing solution - Orders for November due Sept. 29
The Credit Union Storyô is the solution for credit unions of all sizes and fields of membership to effectively compete in the marketplace, all while communicating a branded message. The Credit Union Storyô is a customizable marketing campaign that explains the value of your services through member testimonials. The multi-purpose campaign features a brief story each month that promotes a product, service, your credit unionís philosophy, or literally anything you want to promote among members. Choose from a wide range of topics from e-statements to small business loans to loan rates or create your own! Donít wait! Orders for the November campaign, which features Shanice, are due by Sept. 29. For more information, contact the League Marketing Agency at (800) 242-0833.  To see the campaign in action, visit The Credit Union Storyô website.

Sign your credit union up for important programs
The League has two significant programs underway. Sign your credit union up to benefit from them today.

  • The Broad Compliance Review gives credit unions an experienced and unbiased set of eyes through which to view operations and procedures and pinpoint areas in need of attention. Besides offering a broad compliance approach, the Legal Affairs Department is also offering two specialized Reviews, one concerning Home Equity Lines of Credit (HELOCs) and the other concerning the Bank Secrecy Act (BSA).  For more information, contact John Engel at (800) 242-0833, Ext. 6007.

  • Human Resources Training series offers a cost-effective, flexible and results-oriented way for credit unions to train their supervisors and managers about the basics of employment law. The series is offered in response to directives from the U.S. Supreme Court and federal and state agencies that state that employers who don't train their supervisors and managers on these matters may face considerable risk. Each half-day program will include proactive education, practical guidance, and useful strategies designed to help supervisors and managers comply with applicable state and federal laws, reducing the credit unionís exposure to liability because of management error.  The programs are designed to complement one another, so that principles taught in one program will be reinforced in others. To learn more, contact Jo Whiting at (800) 242-0833, Ext. 6044.

Attend These Seminars
The League will hold seminars on the following topics in October: New Supervisor Responsibilities, Practical Implications of FACTA 312: Credit Bureau Reporting & Data Accuracy Does Your Website Stink?, Bank Secrecy Act & OFAC, Check Fraud, Directors Conference, IRA Advanced, Human Resources Boot Camp, Robbery Safety, and the Nuts & Bolts of Bankruptcy. For more information on these and more, visit


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

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

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