Chapter Leaders
From:  Melissa Polley, Member Communications Specialist
Date:  February 25, 2011

March 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:
Melissa Polley, Member Communications Specialist
(800) 242-0833, Ext.

CUNA’s Bill Cheney & more planned for The League’s Annual Convention
The League’s 2011 Annual Convention, May 4-7 at the Kalahari Resort & Convention Center in Wisconsin Dells, is shaping up to be one of our best ever! We already have a great lineup of speakers including Erik Wahl, Artist and Keynote Speaker, Patrick Adams, the President/CEO of St. Louis Community Credit Union, Chip Filson, Co-Founder of Callahan and Associates, and Bryan Dodge, Author and Keynote Speaker. Attendees will also be hearing from Bill Cheney, CUNA’s President & CEO, during the membership address on Thursday. And the whole thing will be emceed by credit union rockstars, The Disclosures! As always, the schedule is packed full of educational sessions followed by stellar networking opportunities and fantastic entertainment to round out this all encompassing four day event. Make sure you don’t miss it! Reserve your sleeping room for just $99 by calling (877) 254-5466.

Create a lasting legacy with a Memorial or Tribute from The Foundation
What better way to connect the "People Helping People" philosophy to your colleagues and friends than through a gift to the charitable organization dedicated to helping Wisconsin credit unions help others? The Wisconsin Credit Union Foundation is now offering the option to make a donation in memory of or as a tribute to someone special. The recipient of your thoughtful gift will receive a special card of honor with your name as the benefactor, and will be recognized in The Foundation annual report. Memorial or tribute gifts totaling $500 or more will be recognized at The League Annual Convention during the year in which the gift was established. Give a memorial or tribute gift today.

Advanced Operations & Compliance Issues Update can help your CU increase income, reduce expenses & prevent losses
The Advanced Operations & Compliance Issues Update Seminar, April 5-6 at the Radisson Hotel & Conference Center in Green Bay, has something for everyone. During this two-day event, Tyler Parker, a nationally recognized speaker on financial institution operational and compliance topics, will cover advanced account issues and advanced payment and e-payment system issues. Day one will address e-account solutions, living trusts, business accounts, federal account insurance coverage and more. Day two will cover critical loss prevention and recovery issues concerning creation, negotiation, deposit, payment, return of checks and more. For more information, contact Judy Phillips at (800) 242-0833, Ext. 6020.

RP3 program gets new name, will involve 4,000 employees from dozens of Wisconsin companies
An online investment education program developed and piloted for the first time in the United States by Wisconsin credit unions in 2009 will soon benefit Wisconsin companies and thousands of their employees. The Real Progress & Pathways to Prosperity (RP3) program provided 30,000 hours of basic online investment education for 3,520 employees of 80 credit unions in 2009. Then in 2010 a select number of RP3 grads took an additional 50 hours of coursework to become Certified Financial Educators® (CFEd®). And now, in 2011, those specially trained community educators will offer the same basic online program they initially completed to employers across the state under the new program name, the Investor Education in Your Workplace™ program. The program, funded by a grant from the Investor Protection Trust, offers a total value of $400,000 in free training to Wisconsin firms. The Investor Protection Trust (IPT), is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the states to provide the independent, objective investor education needed by all Americans to make informed investment decisions. Visit Other program partners include the Wisconsin Department of Financial Institutions, The League and the University of Wisconsin-Madison. Questions? Contact Jill G. Nordstrom at (800) 242-0833, Ext. 6042.

Use the 2010 Scorecard to share how WI CUs saved their members $203 million
Spread the word about how Wisconsin credit unions saved their members $203 million in 2010 by sharing the REAL Solutions 2010 Scorecard for Wisconsin Credit Unions with lawmakers, members, the community and the media. The League has already featured statistics from the Scorecard in For the Record, a monthly publication distributed to lawmakers. Reinforce that message by sharing the Scorecard with lawmakers along with your credit union’s featured videos on the REAL Solutions: For a Reason website. When sharing the report with media, localize the story by sharing details about your credit union’s own REAL Solutions or offering interviews with members willing to share their stories. Also, the Scorecard is a great tool to educate staff and members about the credit union difference.  Use it in staff trainings or distribute it to members at your annual meeting or workshops. Or, use it as a leave-behind at community meetings or events. Find it online at or order hard copies by contacting Christine Henzig at (800) 242-0833, Ext. 6019.

Save members money -- Share how they can get their refund fast & for free
Let your members know that they can get their refund fast and for free via direct deposit to their credit union account. Share on your website and in your newsletter the address for, a website that explains their options using a credit union account. The League has created a sample newsletter article/press release and ready-to-use graphic for your website to help you spread the word. To obtain the graphic, contact Chad Helminak at (800) 242-0833, Ext. 6012.

Get local schools involved in the National Financial Capability Challenge
Proper financial education for youth is not only critical to their futures, but also the future financial stability of our country. That is why it is important for credit unions to 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 is designed to increase the financial knowledge and capability of high-school aged youth across the United States by learning more about personal finance. It also challenges teachers and schools to incorporate financial education into their curricula. This year’s challenge will be held March 7 - April 8.

Attend these seminars
The League's April educational sessions will focus on advanced operations and compliance issues, managing difficult employees, evaluating the alternatives to collateral foreclosure, Regulation CC and fund availability rules, 10 steps to increased loan growth and more. Visit

Free art, articles & more now available for 2011 National Credit Union Youth Week promotions
The 2011 National Credit Union Youth Week, April 17-23, is right around the corner. CUNA is making it easy to promote your credit union's planned events with free downloadable art and articles. CUNA also has several other resources to help in your planning efforts. This year’s theme will be "music," with the slogan Moneyrocks@mycreditunion. Also remember to sign up for the 2011 National Youth Savings Challenge taking place during the month of April. In 2010, more than 3,800 youth deposited $385,339 into credit union accounts during the Savings Challenge. That’s $101 saved per participant! Participating Wisconsin credit unions also opened more than 280 new youth accounts. Contact Christine Henzig for a sample newsletter article and press release to tout the activities you have planned.

Add young members to your credit union with Money Mission
Money Mission is the perfect financial education tool that provides young adults with the fundamentals of personal finance. The interactive, web-based game also helps credit unions attract and build relationships with youth in their community and provides  a tremendous value through long-term borrowing relationships it positions them to forge with young adults. See it for yourself. Check out the demo link on the Money Mission portion of The League’s website that allows you to sign up and play the game. Or get feedback from your employees by asking them to log in and try it out for themselves. Interested in offering the game? The website can also help you explain and present Money Mission to your board, and provides a copy of the contract and due diligence information. Also, check out Money Mission's ready-to-use marketing materials. For more information or if you would like a formal presentation of Money Mission for your credit union or board, contact Benjamin Schweder at (800) 242-0833, Ext. 6026.

The Wisconsin Credit Union League
N25W23131 Paul Road, Suite 500
Pewaukee, WI 53072-5779

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