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
firstname.lastname@example.org if your email address changes.
For more information, contact:
Christine Henzig, Director of Communications
Convention offers several days of value for
$229 – the cost of just one event anywhere else!
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
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
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
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 www.freetaxrefund.org,
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
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
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
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
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
Sponsor a teacher or employee at this summer’s
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
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
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
informational webinar has been recorded to help
credit unions better complete their information on the CU-finder website,
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,
Money Mission® offers credit unions unique
opportunity to attract younger members
Looking to attract young members? Then use The League Services Corp.'s
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
ensure you get the latest updates and access to these events!