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January 8, 2013

Challenge Bowl: a fun way to teach personal finance

Wisconsin credit unions are partnering with Asset Builders of America to involve teens in a competitive quiz tournament focused on personal finance.The Finance and Investment Challenge Bowl involves student teams in a competitive tournament that involves regional championships and statewide finals in May. Watch this video to learn more about the tournament and then read more about how you can get your local student groups involved.

New ATM law means regulatory relief for credit unions
President Obama has signed a bill (H.R. 4367) into law that revises federal law to require that ATM fee disclosures only need to be presented on an ATM's screen. The new law eliminates a duplicative provision that required a physical notice also on the ATM machines. However, it may be a good idea, and service to members, to leave existing signage in place. FULL STORY

Your input needed to shape final rule on remittance transfers
Offer input now to shape the final rule on remittance transfers that will be issued by the Consumer Financial Protection Bureau (CFPB). Plan to participate in a conference call Jan. 14 hosted by CUNA with all the details. FULL STORY

Economic update added, pre-conference workshop set for state Government Affairs Conference
The State Government Affairs Conference, Jan 22-23 in Madison, is critical in protecting the interests of the 2.3 million credit union members in our state. Most credit unions and Activists will qualify for at least one of our registration discounts. Plus, we've added an economic update from one of the state's top economists, John Koskinen (right), and detailed the pre-conference workshop agenda that will super-charge the experience for young professionals. FULL STORY

$39 retirement fair: help yourself, then members!
At just $39, The League's "Route Your Retirement Fair" on Feb. 12 in Milwaukee is a can't-miss event to ensure your saving plan will lead to the retirement you envision. You'll help yourself while learning to help your members by offering this eye-opening event. Attend just the Fair, if you wish, or make it a pit-stop between our two-day IRA Essentials and IRA Beyond Essentials Workshops. FULL STORY

Learn the compliance essentials for closed-end real estate loans
Feb. 6 in Pewaukee is your opportunity to learn the essentials of basic closed-end, fixed rate real estate loans in Wisconsin. New and experienced staff will gain from an analysis of the loan-making process from application to post-closing. Bring your credit union's loan forms and disclosures to reconcile them with the seminar's checklist and samples. FULL STORY

CUNA's Governmental Affairs Conference: an early opportunity to protect credit unions' tax status
Tax reform will be high on the agenda of the new Congress in 2013.  The CUNA Governmental Affairs Conference, Feb. 24-28 in Washington, D.C., is our opportunity early in the new year to ensure Congress understands credit unions' priorities and the benefits behind credit unions' federal tax exemption. In addition to Capitol Hill visits, the GAC features author and distinguished NBC News Journalist Tom Brokaw, award-winning journalist and financial editor for NBC's Today Show, Jean Chatzky (pictured), and a political debate between Haley Barbour and Terry McAuliffe, the former chairmen of the Republican and Democratic National Committees. Contact Sarah Wainscott at (608) 514-0086 to arrange your lodging in D.C. FULL STORY

Young Professionals: serve The League Board, gain industry insights
The League works to create a positive operating environment for credit unions by being involved in everything from passing laws to shaping regulations to training credit union staff and more. There's no better way to understand the issues, threats and opportunities that affect credit unions' business success than to work closely with The League. And now, young professionals can apply for one of two new advisory positions on The League Board that will give them the perspectives they'll need to help ensure the future success of credit unions! Apply by Jan. 31. FULL STORY

League honors long-term credit union staff & volunteers
Join The League in honoring credit union staff and volunteers who have shown their long-term commitment to credit unions by dedicating more than 25 years to the movement. FULL STORY

Congratulations, credit unions marking big anniversaries in 2013!
Several 50- and 75-year anniversaries are on the horizon for Wisconsin credit unions in 2013. Join us in congratulating them and celebrating their continued success in the years to come! FULL STORY

Need income-generating strategies?
Credit unions that know how to meaningfully engage with members and meet their needs are making good income right now. FULL STORY

Use Money Smart Week to expand your outreach
Is your credit union looking for ways to improve your outreach to new markets? Then use the opportunity presented by Money Smart Week in April to financially educate specific groups who may need your help the most. All lessons should be purely informational and refrain from promoting products or services or opening new accounts. FULL STORY

Invite lawmakers to your youth-run branch during Youth Week
Begin planning your events for the 2013 Youth Week and Saving Challenge, April 21-27. CUNA has ideas for activities and success stories and The League offers all the sample materials you need to invite lawmakers to tour your youth-run branch. This advocacy is critical in showing lawmakers that credit unions do what is right without being compelled to do so and helps ensure their support for our issues.

Apply for a DE Scholarship!
While the National Credit Union Foundation (NCUF) Development Education (DE) training in April is already full, there's still a chance to attend if you apply for The Wisconsin Credit Union Foundation's DE Program scholarship by March 1. FULL STORY

Feb. 15 is deadline to submit League Board nominations
The League Board is accepting nominations through Feb. 15 to fill terms representing credit unions in Region 2 and Region 4. To be eligible, the person must be a Director, President, Senior VP or Executive VP of a League member credit union within the Region that person is to represent. Obtain nomination forms by contacting Karen Raether at (262) 408-6021.

Avoid the hassle: let The League file your 990
Avoid the hassle of completing what has been called the most complex form in IRS history—the Form 990. The League can file it for you, but because it's a public document, it is recommended that a copy be given to your Board of Directors for review. Submit your information to The League by Feb. 29 so that a draft can be prepared ahead of your April Board Meeting. Contact Cari Thompson at (262) 408-6023.

CMN Hospitals: a "please" and "thank you"
Joe Dearborn, of Children's Miracle Network Hospitals' corporate headquarters, says only half of the funds the hospitals expect to receive from credit unions for their 2012 fundraising efforts have actually been collected. He asks your credit union to please send in any donations by January 18, and to share the hospitals' sincerest thanks for your efforts all year! FULL STORY
League Annual meeting set for Thursday, May 9
The League's Annual meeting is set for 1:45 to 2:15 p.m. on Thursday, May 9 during the League's 79th Annual Convention & Exposition, May 8-11 at the Kalahari Resort & Convention Center in the Wisconsin Dells. The convention offers credit unions four exceptional days of learning, networking and fun for less than the cost you might pay for a single training session anywhere else. Reserve your room now, and go online for new details as they are added.

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