Chapter Leaders
From:  Christine Henzig, Director of Communications
Date:  January 9, 2012

January 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

Build relationships with those who influence legislation impacting CUs during The League's State GAC, Jan. 24
Because 38 freshmen legislators will soon complete only their first year in office, Wisconsin's credit unions must be well represented during The League's State Government Affairs Conference (GAC), Jan. 24 to illustrate the strength and importance of our movement. There are several registration deals to help you attend. Young professionals, first-time GAC attendees and Members' Conduit Account holders can register for just $89 – almost half off the general registration fee! Register online today! Questions? Contact Sarah Wainscott at (262) 408- 6082.

League Board nominations to represent small, mid-size and large credit unions are due Feb. 15

Those interested in running for The League Board for Groups A (Less than $20 million in assets), B ($20 million to $100 million in assets), C ($100 million to $500 million) and D (More than $500 million in assets), must submit nomination forms by Feb. 15. To be eligible, the person must be a Director, President, Senior Vice President or Executive Vice President of a League member credit union within the asset group that person is to represent. Nomination forms can be obtained by contacting Karen Raether at (262) 408-6021 and must be returned to The League by mail by Feb. 15. All candidates must be nominated by the president or chair of their credit union and have seconding signatures by two other credit unions within their same asset group.

CUs over $100M in assets: watch for a special mailing on the Unity Fund Committee member election
With the retirement of Charlie Grossklaus from Royal Credit Union, The League needs to fill the vacancy this has created on the Unity Fund Committee representing credit unions with $100 million or more in assets. The Unity Fund is a special defense fund that was established in 2003 to help The League finance a tax-related legislative battle or combat threats to impose unrelated business income taxes (UBIT) on Wisconsin credit unions. The Unity Fund Committee manages the Fund and makes all decisions relating to disbursements. Credit unions with $100 million or more in assets should watch for a special mailing regarding this election.

Get basic and advanced training at upcoming IRA Essentials & Advanced Workshops
Whether you need basic training on Individual Retirement Accounts or something more advanced, The League has you covered with its upcoming IRA Essentials & Advanced Workshops, Feb. 7 & 8. During the IRA Essentials Workshop, Feb. 7, attendees will help you work with IRA owners and process basic IRA transactions with confidence. As part of the IRA Advanced Workshop, Feb. 8, attendees will apply information to job-related situations like tax reporting and withholding, processing an IRA death claim and more. To register, contact Judy Phillips at (262) 408-6020.

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. All sessions are taught by The League’s Legal Affairs staff, who have decades of the Wisconsin-specific knowledge you need to protect your credit union and its members. Choose any of 10 sessions at just $189 per session or register for any 6 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.

Roundtables offer great networking and practical insights on human resources, compliance
The HR Roundtable, set for February 22 in Appleton and Compliance Roundtable, set for March 14 in Pewaukee, 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 how to apply their knowledge in everyday situations. Roundtables offer some of the best networking and information sharing of the year! To register, contact Judy Phillips at (262) 408-6020.

Save the Date: First-ever REAL Solutions Conference in Madison this March
On March 28 and 29, The League will host the first-ever REAL Solutions Conference in Madison. This conference is designed to provide you with networking opportunities and share best practices on a wide range of services that can help your credit union reach new and underserved target groups and increase income. Highlighting the conference will be a Life Simulation facilitated by Lois Kitsch of the National Credit Union Foundation, which will open your eyes to creative ways you can address the special needs of your members. More detail forthcoming. To register, contact Judy Phillips at (262) 408-6020.

Attend these additional seminars

The League's February educational sessions will focus on regulatory compliance for boards and senior management, online advertising, Wisconsin’s Marital Property Act, posting and exceptions for tax refunds,  understanding borrowers’ tax returns (Part I), lender flood compliance, GFE & HUD-1, online banking fraud, robbery & building security,  and elder financial abuse. For a full list of sessions,

2012 League Convention embraces the "Cooperative Spirit"
Save the date for the 2012 League Convention, May 9-12 in Milwaukee, where we'll be celebrating the International Year of Cooperatives with the theme, "Cooperative Spirit." Visit The League's website to reserve your hotel room today.

Plan for Youth Week and the first-ever April observance of Money Smart Week Wisconsin
April will focus on two significant financial education learning and publicity opportunities: National Credit Union Youth Week (along with its Saving Challenge) and the first-ever April observance of Money Smart Week Wisconsin. Both events offer resources to help you teach money management and cement relationships with members and your community. During Youth Week in 2011, 2,950 young people deposited $465,992  into credit union accounts. Credit unions also opened more than 230 new youth accounts. This is the first year that Money Smart Week Wisconsin is being observed in April as opposed to October. The League website has details and tools to help you participate. Questions? Contact Christine Henzig at (262) 408-6019.

Ca$h Calendar raises $16,740 for The Foundation
The Wisconsin Credit Union Foundation’s December Ca$h Calendar fundraiser was a huge success, raising $16,740 in a little over a month. With 1,674 calendars sold, the raffle fundraiser made the holidays a little more festive for its winners. There was even one repeat winner – Rachel Kuehl from Dodge Central CU – who won $75 on Dec. 6 and another $500 on Dec. 30. All winners’ names are put back into the drawing so there’s a chance to keep on winning! Next December, that might be you! The fundraiser supports programs like the brass|STUDENT Program, as well as grants and scholarships for credit union development.

Celebrate throughout 2012 –it’s the International Year of Cooperatives!

The theme is "Cooperative Enterprises Build a Better World." The World Council of Credit Union’s website includes the official logo, goals of the year, and information on how to share planned events on the master events calendar. CUNA has promotional items available that you might find helpful for your observance.

Get local schools involved in the National Financial Capability Challenge

Financial education is critical for the future stability of our country. That’s why credit unions should urge local teachers to participate in the National Financial Capability Challenge, offered by the U.S. Treasury Department and the President’s Advisory Council on Financial Literacy. The challenge teaches young people basic financial concepts while encouraging schools to present financial lessons in their classrooms. Teacher registration is now open for this year’s challenge, set for March 12 - April 13.

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 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. Contact Ben Schweder at (262) 408- 6026.

Advocacy Workshop, Jan. 23, to prep young professionals for The League's State Government Affairs Conference

Young Professionals, ages 35 and under, can register for The League's State Government Affairs Conference, Jan. 24, for just $89 – almost half off the regular registration price – AND take part in a special Advocacy Training Workshop at 1 p.m. Monday, Jan. 23. The workshop will help attendees prepare for visits with legislators and strengthen their ongoing advocacy efforts. Attendees will also have the opportunity to interact with and learn directly from legislators and some of the movement's most effective advocates. For more information, contact Chad Helminak at (262) 408-6012.

Join the Wisconsin Young Credit Union Professionals Network

The Wisconsin Young Credit Union Professionals Network, aka The Network, is an exclusive group for Wisconsin's young credit union professionals, ages 35 years and younger. It aims to provide networking, education and outreach opportunities to young professionals looking to develop their careers and become more involved in the credit union movement. The network is directed by The League, under the guidance of its Young Professionals Council. If you're under the age of 35 and want a great way to gain skills, tap resources for your credit union and advance your career, join the Network for free at

Win 2 airline tickets or an Amazon gift card while helping Young Professionals!
For just $5 through January 24, you can enter to win a set of 2 airline tickets or one of four $50 Amazon gift cards by participating in a raffle for Young Professional development in Wisconsin. Tickets are being sold by League staff and Young Professionals and are available through the day of the drawing at The League’s state Government Affairs Conference. Only 500 tickets will be sold so your odds of winning are pretty good, but you better order yours soon because they are going fast! For information on purchasing a ticket, please see your League chapter liaison or contact Chad Helminak at (262) 408-6012.

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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