To:  Chapter Leaders & League Directors
From:  Christine Henzig, Director of Communications
Date:  December 6, 2013

December Chapter Bulletin

Chapter Bulletin
is a monthly publication of The Wisconsin Credit Union League (Communications Department) published September through April. Chapter leaders and League directors receive Chapter Bulletin to assist with announcements at monthly chapter meetings. Please encourage your chapter's Young Professional Liaison, if you have one, to deliver the last announcements listed as YP items.


* Education/event details, registration info or email changes - Judy Phillips (262) 408-6020
* Editorial assistance - Christine Henzig (262) 408-6029

Phase III of “Don’t Tax My Credit Union” advocacy continues through Dec. 22
Credit union activists are out in full force helping to ensure Congress hears the consistent and strong call of “Don’t Tax My Credit Union!” through the end of the year. Timing is crucial as the first tax reform discussion drafts are being prepared in Congress now. We’ve already racked up 2,946 postcards carrying our message and generated 10,958 additional contacts to Congress, but need to crank up the volume on our advocacy as credit unions continue engaging in Dedicated Weeks of Advocacy. Phase III of our grassroots effort continues through Dec. 22.

Take advantage of registration deals for the state GAC, Feb. 12
Protect your members' and credit union’s interests by attending the State Government Affairs Conference, Feb. 12 in Madison, where we'll visit with all 131 legislative offices. You’ll hear from CUNA’s SVP of Legislative Affairs Ryan Donovan, George Hofheimer of the Filene Research Institute, and participate in one of two panel discussions aimed at honing your unique advocacy skills. Take advantage of $99 registration for young professionals (includes a pre-conference workshop) and Conduit Account holders. Also get 1 free registration for offering Payroll Deduction and 1 additional registration for adding five new employees to the program by January 11. Register now!

Watch for a mailing mid-December regarding League Board nominations
The League Board is accepting nominations through Feb. 15 to fill terms representing credit unions in Region 1, Region 3 and Region 5. 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 Region that person is to represent. Nomination forms can be obtained by contacting Karen Raether at (262) 408-6021. All candidates must be nominated by the president or chair of their credit union and obtain seconding signatures by two other credit unions within the Region. Watch for a December mailing with details.

Your membership matters!
Take a moment to learn the many ways your League, CUNA and system partners help credit unions so that they can be more effective delivering service to Wisconsin's 2.4 million members and communities. Our Membership Matters series in League News, at, explains the strength we achieve through our unity. Dues invoices were mailed to credit unions in early December. The deadline for credit unions to pay League and CUNA dues is Jan. 31.

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. CU House, on Capitol Square, is our home base to advocate on behalf of 2.4 million members in Wisconsin. All gifts will be recognized online and in our publications according to the donor level. Thank you for your generosity!

Congratulations, Foundation scholarship/grant recipients!
Congratulations to Stacie Neuman of Best Advantage CU, who has received the Wisconsin Credit Union Foundation's Young Professional Development Scholarship. She has chosen to use it to complete Development Education training – a CU philosophy immersion experience – in 2014. Anyone age 35 or younger should consider applying next fall! The Foundation’s newly established Development Grant, which helps credit unions cover operational or technological costs associated with serving members, will help Greater Galilee Baptist CU replace its only computer and renew the license for its software.

We're drawing winners' names daily for the Foundation's Ca$h Calendar

In December, everyone who purchased a calendar for $10 from the Wisconsin Credit Union Foundation has 20 chances to win a total of $2,500 in cash prizes.  Every winner's name will be re-entered for more chances to keep on winning! Check the Ca$h Calendar link at to see if you have won! Proceeds benefit Foundation programs. Questions? Contact Mary Bliss at (262) 408-6002.

Early 2014 Roundtables offer invaluable networking, practical knowledge
Mark your calendars now! The peer networking, combined with the chance to ask questions and trade ideas on practical aspects of your workload, make League roundtables some of our most popular events! Plan to attend the HR Roundtable, Feb. 13 in Appleton; the Small Credit Union CEO Roundtable, March 12 in Wisconsin Dells, and the Compliance Roundtable March 20 in the Dells. To register, contact Judy Phillips at (262) 408-6020.

Earn income for your CU, offer members big discounts
Need income? The Invest in America program has generated income for credit unions through more than 281,000 new car loans, increases in credit and debit card usage and reimbursements for marketing a suite of member-discounted products and services. Your members can  save on cars by GM, cell service from Sprint, Dell computers, Allied Van Lines, Turbo Tax & Jackson Hewitt tax Services and DIRECTV. They can even earn cash back for shopping popular retailers like Target, Best Buy, Sears, Office Depot and others using the ShopAmerica portal that encourages use of your plastic cards. You promote the discounts, your members’ usage earns you income. There’s no cost to participate. Contact Ben Schweder at (262) 408-6026.

Don't miss these League trainings in January!
Our calendar includes: 20 new opportunities going old school; managing e-sign, e-statements & e-disclosures; handling dormant accounts & unclaimed property; fair lending; real estate collections under the new CFPB mortgage servicing rule; Obamacare and credit unions; IRA & HSA review & update including DOMA implications; deposit account regulations; fee income challenges, issues and what’s on the horizon; low cost compliance tips; consumer loan portfolio grading to assess strengths and mitigate weaknesses; marketing the credit union using economic models, Reg. CC Funds availability, liability, exceptions, holds and more; required compliance for the board and senior management including BSA; Reg. Z; and what is that personal tax return telling me, part I: Form 1040, Schedule B, C and D.

Let The League file your 990
Let us save you from the headache of completing what has been called the most complex form in IRS history—the Form 990. Sign up by January 31. 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. 28 so that a draft can be prepared in time for your April Board Meeting. For more information, contact Cari Thompson at (262) 408-6023.

2014 League Convention coming to Milwaukee May 7-10
Save the date for The League’s 80th annual convention, May 7-10 at the Hilton Milwaukee City Center Hotel. Reserve your hotel room today.

Registration is open for CU philosophy training in 2014

Register now for Development Education training. DE training offers "credit union philosophy immersion"—an in-depth look at CUs' history, global reach, and challenges. Attendees who become Development Educators (CUDEs) learn to apply cooperative principles to solve pressing local problems and may be inspired to commit to a CU career. Attend sessions in Madison in April or September! Learn more at

Participate in a Tweet Chat
Join The League on the third Tuesday of each month at 11 a.m. for #WICUchat, a conversation on Twitter that addresses CU-industry topics. Our chat on Dec. 17 will focus on the Credit Union Difference and how credit unions tell their story. Joining us will be Ryan Donovan, CUNA's SVP of Legislative Affairs. For more information visit

YP announcements (for YP Liaisons)

YPs receive free advocacy training ahead of state GAC

Included in young professionals' $99 registration fee for the state Government Affairs Conference in Madison Feb. 12 is a pre-conference advocacy workshop that will be held on Tuesday, Feb. 11. 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 Jan. 11 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.

Wisconsin YP Scholarship available to "Crash the CUNA GAC"
CUNA and the Cooperative Trust are teaming up with state leagues to send up to 51 young professionals (one from each state and D.C.) to "Crash" the CUNA Governmental Affairs Conference in Washington, D.C., Feb. 23-27. The YP from Wisconsin selected to crash the event will get a free conference registration (sponsored by CUNA), funds for airfare and hotel (sponsored by The League) and a chance to attend one of the industry's biggest events featuring exclusive breakout sessions for YPs. Applications are due Dec. 17. Direct any questions to Chad Helminak at (608) 514-0080.

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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