Chapter Bulletin is a monthly publication of The Wisconsin Credit
Union League (Communications Department) published September through April.
League directors and chapter leaders 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
email@example.com if your email address changes.
For more information, contact:
Christine Henzig, Director of Communications
Attend CUNA's Governmental Affairs Conference to advance credit unions' priorities
The CUNA Governmental Affairs Conference, Feb. 24-28 in Washington, D.C., is our opportunity to ensure Congress understands credit unions' priorities and the value credit unions provide communities nationwide. In addition to visits with Wisconsin's delegation on Capitol Hill, the GAC features a long lineup of distinguished speakers: author and NBC News Journalist Tom Brokaw, award-winning journalist and financial editor for NBC's Today Show, Jean Chatzky, Republican House Speaker John Boehner, Democratic National Committee Chair Debbie Wasserman Schultz and a political debate between Haley Barbour and Terry McAuliffe, the former chairmen of the Republican and Democratic National Committees.
Illustrate the Credit Union Difference with the Scorecard
Spread the word about how Wisconsin credit unions saved their members close to $1 billion since the start of the recession by sharing the REAL Solutions Scorecard for Wisconsin Credit Unions with your staff, lawmakers, members, the community and the media. The Scorecard details credit unions' economic impact and commitment to social responsibility. Visit www.theleague.coop/scorecard or order hard copies from Christine Henzig at (262) 408-6019.
Roundtables offer great networking and practical insights on human resources, compliance
The League's Roundtables are some of the League’s most well-attended sessions. They provide participants the most up-to-date information by leading experts as well as a forum to ask questions and learn with and from peers how to apply their knowledge in everyday situations. Roundtables offer some of the best networking and information sharing of the year! Mark your calendar for the HR Roundtable, Feb. 20 in Appleton, the Compliance Roundtable, March 21 in Pewaukee, and the Small Credit Union Roundtable, March 6. To register, contact Judy Phillips at (262) 408-6020.
Protect your credit union by understanding bankruptcy
Attend The League's Bankruptcy training March 14 in the Wisconsin Dells. You'll learn all the basics to safeguard your credit union and its members. You'll learn what you can do and should do during the automatic stay, what to ensure when it comes to proof of claim during filing, how to protect yourself with cross-collateralization, how to handle reaffirmations whether "firing" members who don't do it and collecting from those who do, how to follow through under the Chapter 13 payment plan and how to use an attorney effectively. Register by contacting Judy Phillips at (262) 408-6020.
Don't miss speakers at The League's May convention!
Convention, set for May 8-11 in the Wisconsin Dells, offers credit unions four full days of learning, networking and entertainment for less than you'd expect to pay for one single training session anywhere else. But if that's not enough, visit www.theleague.coop/convention to register and check out the exciting lineup of speakers, including:
- John Moore, marketing mastermind for Starbucks & Whole foods
- Harriet May, CU Hall of Famer whose credit union served the Hispanic, low-income community
- Mark Tauscher, former Wisconsin Badger and Green Bay Packer turned radio commentator
- Dr. Moses Altsech, professor & analyst of the Greek financial crisis
- Lee Wetherington, futurist sharing insights on innovating from the future, backwards
- Tim McAlpine, social media innovator whose "Young & Free" marketing effort connected 100,000 young members to credit unions in 10 U.S. states and Canada.
Several financial education opportunities are on the horizon
Contact Chad Helminak at The League for details on:
- National Credit Union Youth Week, April 21-27, invites you to involve you members in a Saving Challenge and invite legislators to tour your youth-run branch using our sample communications.
- Money Smart Week Wisconsin, invites you to teach financial concepts April 20-27. Partner organizations receive a free participation kit. It's a great time to offer educational outreach to your members as well as financially underserved groups. Visit www.moneysmartweek.org for details.
- The National Institute of Financial & Economic Literacy in Madison is now accepting registrations. 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.
- The Finance and Investment Challenge Bowl invites student teams to compete in a personal finance tournament that involves regional championships and statewide finals in May. Regional tournaments are held in Madison, Racine/Kenosha, Milwaukee, Rhinelander, the Fox Cities, Wausau and the Menomonie Reservation. Grades 9-12 from any city can participate. Contact Richard Entenmann at (608) 663-6332 or firstname.lastname@example.org to add local student groups to the competition.
- The National Credit Union Foundation invites credit unions to hold a "Financially Fit" Day on April 3 that offers members action steps to improve their finances (or another campaign) and asks for a financial donation to support continued financial education efforts. Funds will be split 50/50 between NCUF and the Wisconsin Credit Union Foundation. Get involved using the free toolkit.
Don't miss these League trainings in March!
Our calendar includes: fair lending comparative file review, the small CU roundtable, six degrees of Kevin Bacon: connecting with members in unique ways; cross-selling to a stressed member; monitoring the effectiveness of your compliance program: quality assurance testing & auditing; Consumer Financial Protection Bureau Update: what's in effect, what's imminent and what's on the horizon; bankruptcy; using the Money Mission life simulation to attract younger borrowers, flood insurance compliance update: requirements, issues & FAQs; fair credit reporting and FACT Act risk-based pricing notices: clarifying the confusion, compliance roundtable, head teller development: managing dual control & cash limits; short sales; enterprise risk management primer; and 10 steps to increase loan opportunities. Register by contacting Judy Phillips at (262) 408-6020.
It’s not too late to sign up to let The League file your 990
The deadline to sign up was January 31, but if you missed it contact Cari Thompson at (262) 408-6023 ASAP. Let us file for you 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. 29 so that a draft can be prepared in time for your April Board Meeting.
Help members avoid costly tax refund loans by promoting myfreetaxrefund.com
Remind members that they don’t need to use expensive tax refund loans to get their refund quickly. Instead they can get their refund fast and for free via direct deposit to their credit union account. The League has created a sample newsletter article/news release that points them to www.myfreetaxrefund.com, a site maintained by The League that explains their options using a credit union account. A public service announcement (PSA) script for radio is also available.
Create a lasting legacy with a Memorial or Tribute from The Foundation
The Wisconsin Credit Union Foundation offers the option 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. Give a memorial or tribute gift today.
Free webinars explain how Money Mission® can attract younger members
Looking to attract young members? Then use The League Services Corp.'s Money Mission®, an interactive, web-based simulation that educates teens on the fundamentals of personal finance. The game, which offers a chance to win state-level 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. Participate in a free webinar Feb. 20 or March 18 to learn more. Contact Ben Schweder at (262) 408- 6026.
Apply for a DE Scholarship from the Foundation
The Wisconsin Credit Union Foundation is accepting applications through March 1 for a scholarship to the May, 2013 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. Apply by March 1!
The Young Professionals Network is growing in 2013
The YP Network ended 2012 with more than 150 members and we’re preparing to announce more networking, more education and more scholarships to young credit union employees in 2013! Visit www.wisconsinypnetwork.org to sign up for free and make sure you’re in the loop on opportunities to grow and advance your career. For more information, contact Chad Helminak at (608) 514-0080.