Chapter Leaders
Melissa Polley, Member Communication Specialist
October 5, 2009
October 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 Communications Specialist
(800) 242-0833, Ext.

New regulations do apply to your credit union!
Many credit unions are mistakenly assuming some new regulations don't apply to them - but they do! Unprecedented regulatory changes are affecting 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 (800) 242-0833.

The REAL Progress & Pathways to Prosperity project begins!

The REAL Progress & Pathways to Prosperity (RP3) Project - a research project that will measure investment knowledge and behaviors - has begun. Participating credit unions can access important tools including free marketing materials on The League's website. Other informational and promotional items are also available through the website that will help credit unions communicate the purpose and benefits of this project to employees, members and communities. Seventy-five credit unions have committed to the REAL Progress & Pathways to Prosperity program, the first statewide study of its kind on investment behavior. The first round of training, which is providing up to 4,000 credit union staff and volunteers with free investment education, began Sept. 28. A second round of training for additional credit unions begins in January.

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. Upcoming Roundtables include: Small Credit Union Roundtable, for asset sizes up to $20 million, Oct. 21 in Wisconsin Dells; IT Roundtable, Oct. 22  in Pewaukee; Mid-size Credit Union Roundtable, for asset sizes from $20 million to $100 million, Dec. 3-4 in Kohler; and the Large Credit Union Roundtable, for asset sizes over $100 million, Dec. 10-11 in Kohler. 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.

Directors can stay up-to-date with educational opportunities from The League
Credit union directors have a lot they need to know so that they can make the best decisions for their credit union. The League makes it easy through its Directors' Webinar Series and its Board of Directors Certificate training. The Directors' Webinar Series
provides directors with pertinent information to help better guide directors in their roles and responsibilities, while the Board of Directors Certificate training covers a wide range of topics including the newly added unit on developing, writing and implementing policies. 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.

NCUF, Filene offers FREE REAL Solutions® webinar series on attracting youth
The National Credit Union Foundation and Filene Research Institute are offering 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 young members, young professionals and young 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 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 Human Resources 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 principles 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.

Improve loan sales and lending processes by attending the Consumer Lending Workshops Nov. 17 & 18
The Consumer Lending Workshops have something for everyone. The first day of training,  specifically designed for frontline staff, will provide a strong foundation to help build and improve loan sales, interviewing skills and overall lending processes.
The second day of training, designed for credit union lending managers and aspiring lending managers, will  help improve overall lending and sales results. For more information or to register, contact Judy Phillips at (800) 242-0833, Ext. 6020.

FREE Training in four cities this fall can help you stretch your marketing dollar 
Take advantage of a free training to improve media coverage of your credit union’s offerings. This session is a must for marketers, credit union Activists, and anyone involved in implementing your credit union’s REAL Solutions® – services that don’t drive profits but which improve the lives of members and the community. You’ll learn to work better as a team to get local exposure for your credit union for free that you’d never otherwise be able to afford through advertising and use a wealth of free resources from The League. Trainings will be held around the state on Oct. 27 in Appleton, Oct. 29 in Eau Claire, Nov. 10 in Pewaukee and Nov. 12 in Madison. Visit,  and click on "Government Affairs" for more information

Win a chance to attend The League's 2010 Convention today!

Earn a chance to win one free registration to The League’s 2010 Annual Convention by contributing a photo that fits its theme: Main Street. The League is holding a photo contest to find the cover photo for its Annual Convention booklet. To participate, credit unions must submit a digital color photo (in .jpg format) that embodies their idea of Main Street to Linda Hale by Oct. 31. The photo does not need to have a credit union in it to qualify.

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.

Save the date for the State Government Affairs Conference Jan. 19-20
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.

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

Attend these seminars
The League's November seminars will focus on
the financial counseling, website compliance, media relations for Activists,  Bank Secrecy Act exam hotspots and more. Visit


The Wisconsin Credit Union League
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(262) 549-0200
(800) 242-0833
Fax: (262) 549-7722

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