To:  Chapter Leaders & League Directors
From:  Christine Henzig, Director of Communications
Date:  November, 2012

November Chapter Bulletin

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 YP Liaison.

Please contact if your email address changes.

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

Activists: continue contacts and prepare for Lame Duck
Credit Unions and Activists should prepare now for a huge push in November by the CU movement for the Credit Union Small Business Jobs Bill, S. 2231/H.R. 1418. Wisconsin credit unions should contact every member of Wisconsin's Congressional delegation using our Grassroots email tool (even if you've contacted them previously), share stories from your small business members via email, letters and videos, use sample communications to involve members and consider attending a November "Hike" in Washington, D.C. Visit for resources to aid your advocacy.

Download free text, graphics to tout Wisconsin CUs' Corporate Citizenship Award
Visit to download free text and graphics to publicize Wisconsin credit unions' shared Corporate Citizenship Award. The honor, which recognizes community involvement, was bestowed by Corporate Report Wisconsin magazine and highlighted in the publication's November issue. The award collectively honors Wisconsin credit unions for their community support as described in the REAL Solutions Scorecard. Use our materials to tout your award in your newsletter, on your website, in a press release, in messages to legislators, and even on your lobby doors and teller's lapels.

There's a registration deal for everyone at the state GAC, Jan. 22-23
Your members need your voice at the State Government Affairs Conference, Jan. 22-23 in Madison, to promote and protect their interests among lawmakers. Attendees will visit with all 131 legislative offices. This year's State GAC falls just before the Legislature will prepare the state budget so it is crucial that your legislators understand credit unions' interests and value first. Take advantage of $99 registration for young professionals (includes a pre-conference workshop Jan. 21), first-timers and Conduit Account holders. Also get up to 2 free registrations by being a payroll deduction CU, and by adding five new employees to the program this year, by January 4.

Claim your two free compliance webinars before year's end
Credit unions below $20 million in assets receive any two webinars free as part of The League’s popular Keys to Compliance 2012 Webinar Series. Access archived sessions any time for up to six months. Questions? Contact Judy Phillips at (262) 408-6020.

Designate gifts to the Foundation, CU House when paying dues this year
When paying your League and CUNA dues this year, consider an additional voluntary gift to support the Wisconsin Credit Union Foundation and/or Credit Union House in Madison. Foundation gifts support financial literacy programs like the brass|STUDENT Program, The Foundation's grants and scholarships, and the CU system in times of need. Credit Union House, on Capitol Square, is our home base to advocate on behalf of 2.3 million members in Wisconsin. We appreciate  your generosity!

Last chance to buy your Ca$h Calendar, offering 19 chances to win up to $2,500
For just $10, get 19 chances to win a total of $2,500 in cash prizes. Just purchase a Ca$h Calendar for December from the Wisconsin Credit Union Foundation. Just return the slip and sit back and wait to become a winner! Even after you've won, your name will be re-entered so you can keep on winning! Only 2,000 calendars will be available. Buy them in bulk to sell them to staff or members. Proceeds benefit Foundation programs. Contact Mary Bliss at (262) 408-6002.

Family & Medical Leave Act Workshop untangles complex issues of employment law
The FMLA workshop in Stevens Point Dec. 4 will help credit unions with 50 or more employees (or those near that threshold) to implement some of the most complex employment requirements under state and federal law. Work through a model policy, review recent rulings and guidance from state and federal agencies and courts. To register, contact Judy Phillips at (800) 242-0833, Ext. 6020.

Don't miss these League trainings in December!
Our calendar includes: variable pay lending strategies, FMLA, business lending, business document retention & destruction, data breaches, Reg. E's new requirements for foreign remittance transfers, effective listening, network security and bankruptcy: reporting, proof of claims and identifying fraud.

Wisconsin's Money Mission® being used in 48 states
Wisconsin's Money Mission®, an interactive, web-based life simulation, is being used in 48 states to teach teens personal finance. Schools point students to credit unions' websites to play the game and vie for scholarships. From there, they can be captured as your CUs next generation of borrowers. A free webinar December 3 explains more. Contact Ben Schweder at (262) 408-6026.

Nearly 2,000 new WI participants will complete investor education
The Investor Education in Your Workplace® program, pioneered by Wisconsin CUs, continues this fall with perhaps as many as 8,000 participants from nine states participating in the Fall 2012 program. The 10-week online education program, which offers participants unbiased, training in personal finance and investing, has already been run five times since the first pilot program started in Wisconsin in 2009. The latest training cycle began Oct. 22 with continued support and leadership provided by the Investor Protection Trust. In total, over the last three years more than 100 credit unions and other employer groups in Wisconsin will have participated in the program, helping deliver over 50,000 hours of online investor education to more than 5,000 people in Wisconsin. The program won a Wisconsin Financial Literacy Award last year as one of the fastest growing, workplace-based investor education programs. The Wisconsin League encourages involvement both in Wisconsin and in other states by sharing our experience through ongoing webinars. Questions? Contact Chad Helminak at (608) 514-0080.

Apply for a learning, sharing experience in the Dominican Republic
Apply now for an opportunity to learn and share your CU expertise with CU professionals in the Dominican Republic in January 2013. Earlier this month, a group of interns from the Dominican Republic completed a 4 week-stay in Wisconsin, hosted by Summit, Dane County, Glacier Hills and Taylor CUs. Now, it could be your turn to experience the CU Difference in their country!  The program, funded by a grant from the U.S. Department of State, Bureau of Educational and Cultural Affairs, Office of Citizen Exchanges, is part of the larger U.S. Department of State Professional Fellows Program. For information, contact Michael Suing at the World Council of Credit Unions.

Nominate your credit union for the Wisconsin Financial Literacy Award
Nominations are being accepted through Nov. 30 for the 2012 Wisconsin Financial Literacy Award, which honors individuals and organizations for financial literacy efforts. Past winners have included Brokaw, Educators, STAR, Summit and UW credit unions, while Wisconsin credit unions have won collectively for their REAL Solutions® initiative, the brass|STUDENT program, their youth-run branches, the Money Mission® life simulation for teens, and their Investor Education in Your Workplace® program.

Registration is open for CU philosophy training in 2013
Registration is open for 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. Learn more at

brass|MAGAZINE returns to WI schools this fall
Any WI public high school that wants it will again receive brass|MAGAZINE for their students this year. This magazine teaches personal finance basics and is offered to educators free via the Wisconsin Credit Union Foundation. Please ensure your local schools are aware of it and use it, especially if you have a school branch. Your support of the Foundation makes this possible.

YPs learned  & networked at a first-of-its-kind YP Bootcamp
Young CU professionals participated live Nov. 7 at Citizens First Credit Union in Oshkosh and online for a first-of-its kind YP Bootcamp. The event explained how young professionals ages 35 and under are needed to positively shape their credit unions as well as the future of the movement. Discussion focused on how YPs can access resources to do both, and how to "groom" themselves as agents of innovation and advocacy. Ideas on how YPs can sell themselves and their ideas, and how their energy can be harnessed as part of our movement's most pressing issues, were shared as part of a panel presentation and group discussion. Encourage your YPs to learn more at

YPs receive free advocacy training ahead of state GAC
Included in young professionals' $99 registration fee for the state Government Affairs Conference in Madison Jan. 22-23 is a pre-conference advocacy workshop that will be held on Monday, Jan 21. The workshop will feature an advocacy training, best practices in credit union messaging and group discussion featuring young legislators and seasoned credit union Activists. A discounted rate of $89/night is available for YPs to stay at the Madison Concourse Hotel. The discounted hotel room will only be available through Dec. 23 and you can book your room by calling (800) 356-8293 and requesting the “Young Professionals” room block. For more information, contact Chad Helminak at (608) 514-0080.

HR Roundtable offers invaluable networking, practical knowledge
Get invaluable training on essential human resources issues and network with your peers during the upcoming HR Roundtable, Feb. 20. Roundtables provide invaluable networking in that attendees discuss questions and issues that relate specifically to their position or credit union. You'll learn from presentations and the combined experience of peers how you can implement HR issues on a practical basis. To register, contact Judy Phillips at (800) 242-0833, Ext. 6020.

IRA Workshops add new twist: retirement fair
Whether you need basic training on Individual Retirement Accounts or something more advanced, The League has you covered with its IRA Essentials & Beyond Essentials Workshops, Feb. 12 & 13. This year, following the basic IRA training, The League invites participants to participate in a retirement fair – a new spin on the “reality fair” concept that aims to help workers identify the saving steps needed to achieve their retirement lifestyle goals.  To register, contact Judy Phillips at (262) 408-6020.

2013 League Convention coming to Wisconsin Dells May 8-11
Save the date for the 2013 League Convention, May 8-11 at the Kalahari Resort in the Wisconsin Dells. Visit to reserve your hotel room today.

Plan early for the 2013 National Credit Union Youth Week, April 21-27
While April is still months away, now is the perfect time to start planning your events for the 2013 Youth Week and Saving Challenge. CUNA has several free promotional items and other resources to help you plan your events including ideas for activities and success stories from prior years. In 2012, more than 2,019 youth deposited $246,323 into credit union accounts during the Savings Challenge. That’s $122 saved per participant! Wisconsin credit unions also opened more than 200 new youth accounts.

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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