Chapter Leaders
Melissa Polley, Member Communication Specialist
September 4, 2009
September 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 Polley, Member Communication Specialist
(800) 242-0833, Ext.

Seventy-four credit unions sign up for free investment training as part of the RP3 program
Seventy-four credit unions have signed on to receive free investment education for their staff and volunteers as part of the REAL Progress & Pathways to Prosperity (RP3) program.
The program - the first statewide study on investment behavior - is providing up to 4,000 credit union staff and volunteers with free investment education. The program is being coordinated by The League, Governor Doyle's Council on Financial Literacy, Educated Investor and the University of Wisconsin. For more information, visit or contact Jim Drogue, The League's Vice President of Credit Union Development, at (800) 242-0833, Ext. 6005, or Jill Weber, Director of Member Solutions, at (800) 242-0833, Ext. 6042.

Roundtables give credit unions a chance to connect with peers and share ideas
The League's Roundtables have become a great resource for credit unions of all sizes to come together and share ideas and network on specific topics directly affecting them.

Roundtables often feature an informational session on a specific topic, which is then followed by an opportunity for attendees to discuss questions and issues that relate specifically to their position or credit union. While each Roundtable discussion is based on a general topic, the discussions provide a unique learning experience based on the questions and information shared by those in attendance.

To help credit unions take advantage of these valuable idea sharing opportunities, The League has scheduled several Roundtables to take place before the end of the year.

For more information on any of these educational opportunities or to register, contact Judy Phillips, Program Assistant & Database Administrator, at (800) 242-0833, Ext. 6020.

Kick off the school year by promoting the brass|STUDENT Program

The start of the school year is the perfect time to support the Wisconsin Credit Union Foundation's signature program, the brass|STUDENT Program. Credit unions can do this by:

  • Contacting local teachers to not only ensure they are aware of the free brass|MAGAZINE they should be receiving, but also to ensure that they are aware of the resources that accompany it. This includes the online brass|TEACHER RESOURCE CENTER and the online brass|STUDENT RESOURCE CENTER. The teacher portal can help teachers incorporate the materials into coursework, while the student portal offers credit union scholarships and more.
  • Contacting lawmakers to enlist their help promoting the program. The League has a sample communication about brass that credit unions can provide their lawmaker so that he or she can publish it in a constituent newsletter, on their official website, or as part of a newspaper column, letter to the editor or other existing communication channel. If your lawmaker has already done this for you, there's a version credit unions can use with local media to remind teachers and parents about the program.
  • Seeking placement for the brass radio PSA. Ask the station representative you work with for advertising for assistance in getting a radio spot aired about brass. Or, provide the written script disc jockeys can read on the air.
  • Promoting the program on your website by posting a link to the brass|STUDENT Program consumer website located at

Wisconsin credit unions have been providing the brass|STUDENT Program to all Wisconsin public high schools at no cost since 2007.

Directors can stay up-to-date with educational opportunities from The League
Credit union directors have a lot they need to keep up with and understand so that they can make the best decisions for their credit union. The League makes it easy to do so through its Directors' Conference, its ongoing Directors' Webinar Series, as well as its Board of Directors Certificate training.

  • Directors' Webinar Series, Sept. 22 and Oct. 29. This series is designed to provide pertinent information to help better guide directors in their roles and responsibilities. Upcoming webinars include "Ten key ratios everyone should know," Sept. 22, and "Leadership and Succession Planning for the Board," Oct. 29.
  • Directors' Conference, Oct. 16. This conference helps directors stay up-to-date on important topics including the current economy, the political landscape, Corporate Central Credit Union and The League. It will also provide best practices for board governance, credit union activism and strategic planning, as well as provide vital information on the Bank Secrecy Act requirements, due diligence and credit union innovation.
  • Board of Directors Certificate training. This series of trainings, which allows you to set the date and time it will take place, will cover a wide range of topics including the newly added unit on developing, writing and implementing policies. Other topics include board duties and responsibilities, succession planning and financial reports and ratios.

For more information on any of these educational opportunities or to register, contact Judy Phillips, Program Assistant & Database Administrator, at (800) 242-0833, Ext. 6020.

Sign up now to help low-income tax filers during upcoming tax season
While tax season is still months away, it's important to start thinking now about helping low-income filers through the Free Tax Preparation Assistance program either by hosting a site, donating space or equipment or by providing volunteers for a local site.

If your credit union has an interest in getting involved this season, contact Jim Drogue, The League's Vice President of Credit Union Development, at (800) 242-0833, Ext. 6005, immediately to ensure that your credit union gets partnered with a local site and receives free training and materials in time for the start of the tax season.

Last year during tax season, 18 Wisconsin credit unions worked in conjunction with The League, the Internal Revenue Service, the Wisconsin Department of Revenue, AARP and volunteers across Wisconsin to help low-income tax filers file their taxes at no cost as part of the Free Tax Preparation Assistance program.

The program – which has involved League coordination since 2005 – helps people with low incomes, the disabled, individuals with limited English proficiency and the elderly avoid costly "refund anticipation loans," or RALs, by opening deposit accounts into which fast, free refunds can be deposited.

Credit unions often provide locations, computers, volunteers and more, to enable this free service to their community.

Credit unions are being recognized for their hard work in the program with IRS officials recently stating that credit unions participating in the Free Tax Preparation Assistance Program are known for asking the hard questions and double-checking information.

NCUF, Filene offers REAL Solutions® webinar series on attracting youth
The National Credit Union Foundation and Filene Research Institute have teamed up to bring research findings and useful advice to REAL Solutions® credit unions through a free webinar series titled CU Tomorrow – a Youth and Young Adults webinar series. The series will provide insights into a range of challenges facing credit unions and solutions for attracting younger members, younger professionals and younger volunteers. The series will also note information gathered during the development of CU Tomorrow, which was piloted by Wisconsin credit unions. Webinars will be held at 2 p.m. on Sept. 17, Oct.15, Nov. 19, Dec. 10, Jan. 14 and Feb. 11. For more information, contact Jill Weber at (800) 242-0833, Ext. 6042.

Get the answers to your HR questions at The League's HR Bootcamp Oct. 28!

Jo Whiting, The League's Executive Vice President and Chief Advocacy Officer, will answer all of your human resources questions during this full-day seminar on Oct. 28 at the Glacier Canyon Lodge at the Wilderness Territory in the Wisconsin Dells. Whiting will also cover the basic principle of employment in Wisconsin including the "at-will" doctrine, as well as hiring "dos and don'ts," the importance of meaningful performance reviews and smart and effective discipline and termination techniques.

Start planning for Money Smart Week Wisconsin, Oct. 10-17!
Credit unions can access a multitude of tools to help them plan for this year's Money Smart Week Wisconsin, Oct. 10-17.

  • Partner Kit 2009. This kit provides all you need to know to participate in Money Smart Week Wisconsin and includes a helpful timeline to help you meet all of your planning deadlines. Access marketing resources and more!
  • Event ideas. Credit unions can get ideas for events to hold throughout the week by reading up on what others have done in the past.
  • Online forum. Partners can access an online discussion forum that will allow them to exchange ideas and resources.
  • Money Smart Kid Contest. An essay contest is being developed so that partners statewide can involve their young people. The State Treasurer's office is considering offering a cash prize to the winner of each participating region, with the award increasing for winners whose essays focus on saving for college expenses.

For more information about Money Smart Week Wisconsin, contact Chad Helminak at (800) 242-0833, Ext. 6012.

Don't miss your chance at national recognition! Submit your video by Oct. 15!
Credit unions have a chance to gain national recognition as part of the National Credit Union Foundation's REAL Member Solutions Testimonial Contest. All you have to do is ask a member to share on video how the credit union has helped him or her. Winning entries will receive a trip to Washington, D.C. for the member and a member of the credit union's staff and will be recognized at the Herb Wagner Awards Dinner held during the CUNA Governmental Affairs Conference in February 2010. Entries are due to The League by Oct. 15.

CUNA, WOCCU offer promotional items for International Credit Union Day Oct. 15!
Begin planning your International Credit Union Day activities with promotional items from CUNA and World Council of Credit Unions (WOCCU). CUNA has several low-cost options that include
statement stuffers, postcards, balloons and more, while WOCCU has several free items for download including free graphics, posters and coloring pages.

Don’t hunker down – Take advantage of growth opportunities now
With Wisconsin credit unions seeing some of the largest membership growth in years, now is the perfect time to keep that momentum going by actively marketing your credit union. By taking action rather than hunkering down during these hard times, your credit union can ensure its future growth, save members money and create positive, life-long impressions that will help your credit union grow. For more information or to learn how your credit union can take advantage of this great opportunity, contact Natalie Sherry, Creative Services Manager at The League Marketing Agency, at (800) 242-0833, Ext. 6027.

Planning your next newsletter? Mention the tax advantages of EdVest!
The fall is the perfect time to remind members that up to $3,000 of investments made for educational purposes as part of an EdVest account can be deducted from their taxes in the spring. A sample article and other promotional materials including web banners and other ads that can be used by credit unions to promote the benefits of EdVest are available on The League's EdVest webpage. EdVest - the state's 529 college savings plan - is a REAL Solution your credit union can promote at no cost using our suite of free marketing materials to help members build wealth.

The League's Chapter Bulletin now available online!
The League has made it easier to access the information shared during chapter meetings by posting the Chapter Bulletin on The League's chapter website. Access it by visiting

Credit unions dealing with unprecedented amount of regulatory changes - Get help from The League's Compliance staff
Credit unions have seen an unprecedented amount of regulatory changes this year in regards to mortgage lending, credit card programs, open-ended lending, overdraft programs, the Fair Credit Reporting Act and Internet gambling rules. Make sure your credit union is compliant and meets all of these new deadlines, by contacting The League's Compliance Department at (262) 408-6098.

Attend these seminars
The League's October seminars will focus on
the Bank Secrecy Act and OFAC, credit union compliance, safety deposit box fundamentals, human resources and more, visit


The Wisconsin Credit Union League
N25W23131 Paul Road, Suite 500
Pewaukee, WI  53072-5779

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

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