December 1, 2008

REAL Solutions
Free marketing materials available soon on The League’s EdVest webpage
Free marketing materials will soon be available for download on The League’s EdVest webpage. EdVest gives Wisconsin consumers the opportunity to access Wisconsin credit unions’ most competitive rates as part of a long-term, state-sponsored college savings plan. It also lets credit unions hold some of the plan’s invested funds. If you’re new to the program, don’t miss your chance to learn about this great new REAL Solution. An informational webinar is available online only through January 28, 2009. DVDs will not be available.

Young adults struggling to obtain financial security
A recent survey found that only 53% of young adults report to sticking to a monthly budget, while 61% say their retirement savings is behind schedule. Read more…

Save the Date! 2009 National Youth Involvement Board Annual Conference Aug. 3-6
Gain valuable resources needed to teach young people good money management skills at the 2009 National Youth Involvement Board Annual Conference, Aug. 3-6, 2009 at the Tempe Mission Palms in Tempe, AZ. The conference will also provide insight into marketing to young people from experienced professionals in financial education, youth marketing and leadership development.

Volunteers needed for Milwaukee area Free Tax Preparation Assistance sites
The League, in partnership with the Internal Revenue Service, the Department of Revenue and the Social Development Commission (SDC) is looking for 30 volunteers from Milwaukee area credit unions to donate their time to work at several SDC sponsored Free Tax Preparation Assistance sites. Volunteers will have the flexibility to set their own schedule. To sign up, fill out the registration form and return it to Katie Liedtke, The Wisconsin Credit Union League, N25 W23131 Paul Road, Suite 500, Pewaukee, WI 53072-5779. For more information, contact Jim Drogue, Vice President of Credit Union Development at The League, or Jill Weber, Director of Member Solutions at The League, at (800) 242-0833.

Government Affairs
The League provides several ways to save on your State GAC registration

Take advantage of these deals on registration for the 2009 State Government Affairs Conference Jan. 20-21 at the Monona Terrace Community and Convention Center in Madison. Read more...

For The Record outlines how credit unions' REAL Solutions support state efforts
Wisconsin credit unions’ REAL Solutions initiative is helping to advance state efforts with programs that financially educate youth, help tax filers avoid predatory loans at tax time and save and invest for a college education, according to The League’s November For The Record publication.
For the Record
is a monthly publication used to educate legislators about the credit union difference and inform them about current issues that concern credit unions. Credit unions and Activists can use past issues of For the Record to support their educational efforts with lawmakers.

Motivate staff and board involvement in Activism with The League’s Activist video
Use The League’s Activist video to teach your staff and board about the “Credit Union Difference” and motivate their involvement in Activism. The video aims to help recruit new Activists by providing a context in which recruits understand and appreciate what’s so special about credit unions and why strong Activism is critical to preserving and growing the movement. It also features almost a dozen credit union Activists sharing their experiences concerning how credit unions have helped members and their communities – both historically and today. The video, which is free to all member credit unions, is available for ordering.

Education & Training
Learn how to safely and profitably serve young adults and Hispanics Dec. 8
If your credit union isn’t prepared to lend to young adults and Hispanics, another lender will be. Make sure you’re ready to serve these members and potential members by participating in the Lending to Young Adults/Hispanics QuickBite Telephone Conference on Dec. 8. For more information, contact Judy Phillips, Program Coordinator and Database Administrator at The League, at (800) 242-0833, Ext. 6020.

League News
Dues invoices to be mailed to credit unions this week

Credit unions should expect to receive their League and CUNA dues invoice this week. The payment deadline is Jan. 31, but hurry, The League will recognize the first credit unions to pay dues in a future newsletter.

Join the Founder’s Circle, supporting worthy programs like REAL Solutions

Become a member of the Founder’s Circle while also helping to support worthy programs like credit unions’ REAL Solutions Initiative by making a contribution to The Wisconsin Credit Union Foundation by Feb. 28, 2009. The Founder’s Circle recognizes individual, corporate and credit union donors (the latter by asset size) for gifts ranging from $250 to $25,000 – making it accessible for everyone. And since The Foundation is a 501(c)(3) not-for-profit entity, donations are tax deductible. The Foundation supports credit union development, education of credit union staff and volunteers, financial literacy efforts and support of the credit union system in times of need.

System News

Wisconsin credit unions’ net income grew in first nine months of 2008
Wisconsin credit unions’ net income grew about 3% during the first nine months of 2008, according to the Wisconsin Office of Credit Unions. Read more…

Corporate Central CU’s board approves record patronage refund

Corporate Central Credit Union’s Board of Directors recently approved a $600,000 patronage refund for its member credit unions for 2008 – the credit union’s largest payout in the 20 years it has offered refunds. Read more…

Sponsor a local teacher for the 2009 National Institute of Financial and Economic Literacy!

Plan early to sponsor a teacher for the 2009 National Institute of Financial and Economic Literacy – week-long workshops that instruct educators how to teach young people the basics of personal finance. These popular workshops, which take place on the Edgewood College campus in Madison, are your chance to help young people build a financially solvent future. Teacher sponsorship for each full week costs $225 – a bargain! – and includes lodging, meals and the teacher’s registration. Wisconsin credit unions sponsor a majority of the event’s attendees. The League has sponsored the Institute since its inception in 2001.

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Product Solutions Center

Check out our endorsed service providers:
Advanced Fraud Solutions   
The Alliance One Network
Central States Mortgage
Corporate Central Credit Union
Credit Union National Association
CUNA Mutual Group (CMG)
CUNA Strategic Services
Fidelity National Information Services
First Data/STAR Systems
ICUL Services Corp.
HR Performance Management Training
League Forms and Supply
League Marketing Agency

PULSE-EFT Association
The LoanLink Center
TransUnion LLC
Wisconsin CU Shared Service Center
Wisconsin Health Alliance

Worldwide Interactive Services


Success in any business starts with having the right information. TransUnion allows you to stay competitive by using high-quality data to make better, more profitable decisions every day. Read more…

Holiday savings from Diebold.
Save 15% on holiday products when ordering via Read more…

Trainings Offered By The League

Webinar: Cutting Form 990 Down to Size (FREE)
Large Credit Union Roundtable

Quick Bite: Lending to Young Adults/Hispanics
Quick Bite: 10 Commandments of Career Success
TeleCourse: Reg CC
Quick Bite: 3rd Party Due Diligence

2009 Government Affairs Conference

View Full Calendar

Check out our
Director Training & CUNA's Correspondence Programs

Upcoming Events

Network at the Large Credit Union Roundtable, Dec. 4

Don't miss the Quick Bite: Lending to Young Adults/Hispanics, Dec. 8

Join us at the 2009 Government Affairs Conference, Jan. 20-21

Attend the 2009 CUNA Governmental Affairs Conference, Feb. 22-26


The Latest from CUNA
Study: Many employees are one paycheck from trouble

Check out CUNA's numerous training opportunities

Questions or comments regarding this newsletter? Please contact Melissa Wittig at (800) 242-0833, Ext. 6045. Email change? Please contact Judy Phillips at (800) 242-0833, Ext. 6020.