To:  Chapter Presidents & League Directors
From:  Christine Henzig, Director of Communications
Date:  March 5, 2012

March 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. The last three items are intended as talking points for Young Professional Liaisons, but can be used by others if the YP Liaison is not present or if the chapter does not have a YP Liaison.

Please contact if your email address changes.

For more information, contact:
Christine Henzig, Director of Communications
(262) 408-6019

Convention offers several days of value for $229 – the cost of just one event anywhere else!
The League’s 2012 Convention & Exposition, May 9-12 at the Frontier Airlines Center in Milwaukee, will celebrate International Year of Cooperatives with the theme “Cooperative Spirit.” The event is priced at $229 - what you might expect to pay for a single training session - but offers several full days of learning, networking and fun! More than 20 educational sessions will include: 25 ideas working in CUs now, reading financial statements for directors, economic and industry update, CEO performance appraisal, ALM, proactive lending in the economy, regulators update, 10 best sales and service strategies to maximize growth and profitability and much more. Keynote speakers will also share how credit unions can leapfrog ahead with anticipated breakthroughs in technology and build on the success learned from the famous “Got Milk?” ad campaign to boost brand recognition. Visit The League's convention microsite to reserve your room.

Convention also offers, golf, music, baseball and some cool meet and greets!
At Convention you’ll enjoy a challenging round of golf at Ironwood in the Kettle Moraine, dance the night away to the Boomers band, and meet and greet speakers Clark Howard, radio’s personal finance guru, and former Brewers pitcher Rollie Fingers, a Hall of Famer and Cy Young award winner. Get great ideas from vendor demos in our Expo Hall and watch the Milwaukee Brewers beat the Cubs on Friday night. The first 150 Convention registrants receive 50 free social trading cards bearing a personal photo, a cool souvenir! Wisconsin’s “thrift rock” duo The Disclosures return as musical emcees. Visit
The League's convention microsite to reserve a room.

Help us honor retirees and 50-year milestones at Convention
During Convention, May 9-12 in Milwaukee, your League will again have a slide presentation prior to the Thursday membership address that will recognize credit union presidents or board chairs who are retiring between June 2011 and June 2012 with at least 25 years of service and any employee or volunteer with 50 years in the movement. Honorees need not be present. Send your information and a color photo by April 30 to Karen Raether or call Karen at (262) 408-6021.

Bill to increase credit unions’ donation limit passed in both Houses, heads to Governor's desk
The State Assembly recently passed Senate Bill 356 (SB 356), that will allow credit unions to double their financial support for charitable and community organizations. As it was in the Senate, it was adopted with no dissenting votes. SB 356 increases credit unions’ charitable giving limit, set in 1971, from one half of one percent to one percent of regular reserves. The League remains hopeful that Governor Walker will sign SB 356 in the near term and allow credit unions to continue to provide needed help to the thousands of worthwhile community and charitable organizations in the state.

Help members avoid costly tax refund loans by promoting website
Remind members that they don’t need to incur rapid refund fees to get their tax refund quickly. Instead they can get it fast and for free via direct deposit to their credit union account. Use the League’s
sample newsletter article/press release or request a free web graphic to point them to, a site maintained by The League that explains their options using a credit union account. Credit unions should also ask local radio stations to use the League’s public service announcement (PSA) script for radio anytime now through April 17.

New REAL Solutions Scorecard explains the value of CUs to lawmakers, media, others
Please share The League’s
REAL Solutions Scorecard for 2011. This report details how credit unions deliver more than $201 million in savings to their 2.2 million member-owners and provide valuable services and support without a state or federal mandate to do so. Hardcopies are available for your staff or board meetings or as leave-behinds for meetings with lawmakers, media or community organizations. Order these from Christine Henzig at (262) 408-6019.

Wisconsin Compliance Webinar series offers “bundle pricing” and two free sessions for CUs $20M and under
The League’s
Keys to Compliance webinar series – a total of 10 sessions in 2012 – will teach you the most critical aspects of your compliance responsibilities. Choose any of 10 sessions at just $189 per session or register for more than 6 sessions and receive $30 off per connection. If you can’t make any desired live webinar, purchase access to archived presentations, made available “on demand” for six months. Credit unions of $20 million in assets or below receive any two sessions absolutely free For more information, contact Judy Phillips at (262) 408-6020.

Directors: get the training you need, fast and online
For just $49, select 30-minute
archived webinars covering the Bank Secrecy Act or Basic Financial Literacy to better manage your credit union’s balance sheet. For just $189, choose 90-minute archived webinars explaining What CEOs Need from their Boards, Creating a Lending Machine or Board Fiduciary Duties. To register, contact Judy Phillips at (262) 408-6020.

Attend these April seminars
The League's April educational sessions will focus on lending to the small business owner in today’s economy, lending questions that supervisory committee members should be asking, cross selling, regulatory update, marketing with Quick Read (QR) codes, increasing loyalty and profitability through service, remote deposit, ACH rules for the RDFI, and business development. Visit

The week of April 22 is National CU Youth Week and Money Smart Week
The week of April 22 marks two important events that focus on teaching money management. The first, National Credit Union Youth Week, includes a youth
Savings Challenge and – new this year – a loan campaign (please contact The League’s Legal Affairs team for important guidance on this). Money Smart Week is the other event that same week, and will be the first time it is observed in April instead of October, along with participation by multiple states. This is a chance to join hundreds of other organizations in teaching financial concepts all in one week.

Sponsor a teacher or employee at this summer’s Institute
Online registration is open for the
National Institute of Financial & Economic Literacy in Madison. Credit unions sponsor the attendance of local high school teachers at this summer workshop to help them improve their financial lessons for students. If you have a school branch it’s another way to deepen your relationship and if not, to create a relationship, with educators. Or, sponsor an employee who focuses on financial education efforts. The cost, at just $300, is a bargain. The League has a sample press release you can use to tout your sponsorship with media. Contact Chad Helminak at (262) 408-6012.

Want to go to CUNA Management School? Apply for a Foundation Scholarship
The Wisconsin Credit Union Foundation is again offering a scholarship for the CUNA Management School, July 8-20, as part of its Professional Development Scholarship Program. The scholarship, which can be used toward Year 1Year 2 or Year 3 training, reimburses the recipient's credit union after the recipient completes the training. Scholarships are available to staff, members and volunteers of League-affiliated credit unions with $50 million or below in assets. Applicants must also be actively involved in credit union activities, such as chapter meetings, committee work, credit union Activism, etc.
Apply by April 30. Recipients will be notified by May 15. For more information, contact Mary Bliss at (800) 242-0833.

Create a lasting legacy with a Memorial or Tribute from The Foundation
Easter is coming – the perfect time to make a donation
in memory of or as a tribute to someone special. The recipient of your thoughtful gift will receive a special card of honor with your name as the benefactor, and will be recognized in The Foundation annual report. Memorial or tribute gifts totaling $500 or more will be recognized at The League Annual Convention during the year in which the gift was established. Complete just one form to establish your gift.

Get compliance training when it’s convenient - On-Demand

Get compliance training 24/7 with
Webinars On-Demand courses. Two-hour sessions, for $189, include the Fair Credit Reporting Act, regulations for credit union accounts, Bank Secrecy Act and OFAC, basic closed-end m0ortgage lending, regulatory update I, organization accounts, the Wisconsin Consumer Act and the Wisconsin Marital Property Act. Or, for just $49, choose a quick, 30-minute session covering representative payees and guardians, decedents’ accounts, powers of attorney, or trust accounts. The cost includes 24/7 access for up to six months.

Reach new members by improving the nationwide CU-finder
A FREE informational webinar has been recorded to help credit unions better complete their information on the CU-finder website, Every credit union should task one person with updating their CU’s information on the site, including member eligibility details that make the search function work properly. Contact Judy Philips at (800) 242-0833, Ext. 6020. 

Money Mission® offers credit unions unique opportunity to attract younger members
Looking to attract young members? Then use The League Services Corp.'s
Money Mission®, an interactive, web-based life simulation that teaches teens personal finance. The game, which offers a chance to win college scholarships, introduces area youth to credit unions, drives traffic to the credit union's website and opens a line of communication by which credit unions can create lasting relationships with younger members. Contact Ben Schweder at (262) 408- 6026.

Sign up for the Young Professionals Network to learn about the latest trainings and events!

Already in 2012, The League and Wisconsin credit union Young Professionals have hosted YP meetups in De Pere and Madison and they are currently planning a Crash event for The League's Annual Convention, May 9-12 in Milwaukee. Register free for the YP Network at to ensure you get the latest updates and access to these events!

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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