Chapter Leaders
Melissa Wittig, Member Communication Specialist
October 7, 2008
October 2008 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 Wittig, Member Communication Specialist
(800) 242-0833, Ext.

Learn more about EdVest during FREE webinar Oct. 28!
Learn more about Wisconsin credit unions' newest REAL Solution, EdVest, during a free webinar from 1:30 to 3 p.m. Oct. 28! Registration is required for the webinar, which will provide additional information on the college savings plan, as well as information on how credit unions can get involved. EdVest is a long-term investment vehicle that will help members build wealth, federal and state tax-free in Wisconsin, that can later be put toward a child's education. EdVest is a great opportunity for credit unions to help their members save for the future, but also grow their membership and promote their student loan products. The program comes with a variety of free marketing materials making it easy for your credit union to promote its benefits within your membership and the community.

Some League staff  move to Madison Credit Union House this month
Some League staff members will move this month into offices in the Wisconsin Credit Union House, located in a ground floor suite in the 1 East Main building directly across the street from the State Capitol.
The Wisconsin Credit Union House will serve as a lobbying hub for credit unions networking with their elected representatives. The facility will be open for use by credit unions to host meetings with lawmakers, as well as to conduct advocacy efforts and other events. The space, which was formerly occupied by a bank, needed minimal renovations because its open lobby already accommodated The League’s intended floor plan focused on hosting networking events. While the space is ready for staff to move in, the building will be without an exterior sign until late October. Credit unions that need to contact staff located in Madison can call The League’s main number, (800) 242-0833. All calls can be transferred seamlessly between the Madison and Pewaukee offices.

Become a part of The Foundation’s history by joining the Founder’s Circle
Help ensure the future vitality of The Wisconsin Credit Union Foundation by making a contribution and becoming a member of the newly established Founder’s Circle. The Founder’s Circle recognizes individual, corporate and credit union donors (the latter by asset size) for gifts ranging from $250 to $25,000, so there’s a level for everyone. And since The Foundation is a 501(c)(3) not-for-profit entity, donations are tax deductible. Join the Founder’s Circle by making a donation by Feb. 28, 2009 and help The Foundation promote the growth and health of credit unions through credit union development, assistance with the educational needs of credit union staff and volunteers, support of programming designed to enhance financial literacy of the public and support of the credit union system in times of need.

Save the date! Roundtables to help credit unions connect and share ideas
Share information and ideas with credit unions of a similar asset size during the Small, Mid-Size and Large Credit Union Roundtables. The Roundtables have been set up to help credit unions connect and help each other with program and service ideas and implementations. Choose the meeting that suits your credit union's needs.

  • Small Credit Union Roundtable, for asset sizes up to $20 million, Nov. 5 at the Stoney Creek Inn in Rothschild.

  • Mid-size Credit Union Roundtable, for asset sizes from $20 million to $100 million, Oct. 23-24 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.

  • Large Credit Union Roundtable, for asset sizes over $100 million, Dec. 4-5 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.

Learn how to protect your members’ financial interests at the Financial Counseling Seminar Nov. 6
Learn how to navigate these turbulent times while protecting your members' financial interests at The League’s Financial Counseling seminar Nov. 6 at the Radisson Paper Valley Hotel in Appleton. Register by Oct. 18 and save $20!

Learn how to handle a robbery situation at The League’s November Robbery Awareness Trainings
Would your staff know what to do in the event of a robbery? Make sure they’re prepared by having them attend The League’s Robbery Awareness Training Nov. 12 at Northcentral Technical College in Wausau or Nov. 13 at the Superior Public Library. Both sessions will run from 6 to 8 p.m. and will cover topics including how a robber prepares by casing an office, as well as what to do during and after a robbery situation. Don’t miss this important session that can help you protect your members, employees and credit union. Register now! Each session costs $89 per participant, but if you register five or more from your credit union it’ll only cost $69 per participant!

Build upon your lending knowledge at The League’s Consumer Lending School Nov. 18-20
Learn how to better serve your members’ lending needs and bring in more revenue at The League’s Consumer Lending School Nov. 18-20 at Kalahari Resort in Wisconsin Dells. Build a stronger foundation and longer-term relationships with members using tips provided by the school’s instructor Brett Christensen, owner of CU Lending Advice, LLC. Save $100 by registering before Nov. 3!

Act now to participate in Free Tax Preparation Assistance for 2009
If your credit union wants to offer free tax assistance to low-income filers in early 2009 please alert The League now. While credit unions can express interest in receiving more information about the effort any time, those who wish to be active participants this spring must get involved now. In early fall we match credit unions with partner tax assistance sites and provide the background, training, communication materials and more to help make your involvement a success. The credit unions whose names we have this fall will determine the scope of our program, so don’t wait. For more information, visit or contact Jim Drogue.

Save the date for the State Government Affairs Conference Jan. 20-21
The State Government Affairs Conference will be here sooner than you think. Be sure your budget provides for sending at least one representative to the conference. This is Wisconsin credit unions' premier opportunity to build pro-credit union relationships with lawmakers. Scholarships are also available.

Mark your calendars for National Credit Union Youth Week
It's never too early to start planning! Next year's National Credit Union Youth Week is scheduled to take place April 19-25, 2009. Also involve younger members or students in the National Youth Saving Challenge.

Support the movement through the Payroll Deduction Program
Strengthen the credit union movement by supporting credit union-friendly lawmakers through the use of the Payroll Deduction Program. The program allows credit union employees to designate a small portion of their regular paycheck to be deposited to either the State and Federal Political Action Committee (PAC) funds or to a Members’ Conduit Account.

  • The Wisconsin Credit Union Legislative Action Fund (WCULAF) and Credit Union Legislative Action Council (CULAC) PAC funds use personal contributions to support credit union-friendly lawmakers and candidates. The League and CUNA, respectively, determine when funds are donated and to whom. For more information, contact Lindsay Krumsee, Government Affairs Specialist at The League, at (800) 242-0833, Ext. 6015.
  • A Members’ Conduit Account allows you to choose which candidate gets your contributions. Open your account with as little as $25, funds which can then be donated. For more information, contact Crystal Kopydlowski, Administrative Assistant-Government Affairs at The League, at (800) 242-0833, Ext. 6014.

By contributing a few dollars per pay period, credit union employees will help ensure pro-credit union lawmakers stay in office. League staff is available to help you get started or to help you promote either of these programs within your credit union.

Let your members know the loan options your credit union has available with The Credit Union Story™
As consumers struggle to get loans during the current credit crunch, it is important for them to know that they can still get a loan at your credit union. Share this message and many more with The League Marketing Agency's marketing campaign, The Credit Union Story™. This campaign offers a solution for credit unions of all sizes and fields of membership to effectively compete in the marketplace, all while communicating a branded message. The customizable marketing campaign explains the value of your services through member testimonials. Orders for the December campaign, featuring Rachel, are due by Oct. 27. For more information, contact the League Marketing Agency at (800) 242-0833 or visit

Free email forums connect credit unions around the state
Connect with more than 430 credit union staff and volunteers through The League’s free email forums. The forums are an easy way to find out what other credit unions are doing and share ideas. Join one of The League’s three forums today! They include:

  •  League Forum. This general forum allows credit unions to share ideas and ask questions on any topic.
  • Small Credit Union Forum. Small credit unions, with assets under $20 million, can use this forum to discuss topics directly relating to their asset size.
  • Free Tax Preparation Assistance Forum. Credit unions participating in the Free Tax Preparation Assistance program can share ideas and helpful tips to make their participation a success. Credit unions that are interested in the program and would like to learn more are also encouraged to sign up.

Once you’ve signed onto one of the forums you will begin to receive emails on topics other participants have posted to the forum. From there you can chose to either respond to the message, which all users will see, or simply follow the discussion. For more information, contact The League at (800) 242-0833.

Attend These Seminars
The League will hold seminars on the following topics in November: Privacy & Information Security, Disaster Recovery & Business Continuity, Financial Counseling, Robbery Training, Money Laundering, Consumer Lending School, Credit Union Financials for Staff, and Preparing for Your IT Security Exam. For more information on these and more, visit


The Wisconsin Credit Union League
N25 W23131 Paul Road
Pewaukee, WI  53072-5779

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

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