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A presentation on LSCU Update Chapter Leaders’ Retreat April 19, 2012 LSCU Forums • Overview – Quarterly forums to provide updates on recent LSCU and CUNA activities on your behalf – Schedule for upcoming updates • June 21st • October 10th • December 18th 2 LSCU Board Elections • Two seats for each Membership Class – Class A: Credit unions with fewer than 2,000 members – Class B: Credit unions with not less than 2,000 members, but not more than 15,000 members – Class C: Credit unions with not less than 15,000 members, but not more than 40,000 members – Class D: Credit unions with 40,000 or more members • Three Class A seats are open (two in FL; one in AL) with no incumbents • One Class C seat open in AL with incumbent Bob Steensma, Five Star CU CEO, seeking re-election • Official Nomination & Certification Form must be received by 4pm CDT/5pm EDT on April 20 3 Governmental Affairs Update • Member Business Lending – Vote expected in the Senate within the next two weeks – First time in 14 years for Senate vote on stand-alone credit union legislation – Vote will be a make or break for the legislation and the grassroots advocacy reputation of credit unions in Washington – If we are successful, it will make us stronger in Washington; better able to move other parts of our legislative agenda forward – To those who ask when credit unions are going to get a legislative “win,” this is the time for every credit union to step up and make it happen – If we are defeated, be assured that it will embolden the banks even more and we can expect a heightened level of attack on other issues, including the credit union tax exemption 4 Governmental Affairs Update • Supplemental Capital – Current law restricts credit unions to building their capital levels through retained earnings – Under the newly introduced bill, supplemental capital would be uninsured and subordinate to other claims against a credit union • Financial Institutions Exam Fairness & Reform Act – The legislation would make available to financial institutions the information used by examiners to make decisions in their examination – It would also codify certain examination policy guidance and establish an ombudsman and appeals process at the Federal Financial Institutions Examination Council (FFIEC) • More information at www.lscu.coop/Governmental-Affairs/LSCU-Action- Center/MBL-Legislation-Resources 5 Governmental Affairs Update • The League has developed a post-examination feedback survey • The electronic survey, available on our website, allows credit unions the opportunity to provide immediate feedback on their federal and/or state examination • The feedback you provide from this survey will ensure that the League has the best and most pertinent information when we talk with our regulators • www.lscu.coop/Governmental-Affairs/Compliance-Operational- Support/Post-Examination-Feedback-Survey 6 Education Update • AC&E is June 13-16 at the JW Marriott in Orlando • Game Change authors Mark Halperin and John Heilemann will provide the keynote address • NCUA Chairman Debbie Matz is also scheduled to speak • AC&E will feature 20 educational opportunities including CEO, Director and Executive’s track, one of the largest exhibit halls in the country and a dinner/entertainment show with 10-year- old piano sensation Ethan Bortnick performing • Go to www.lscuconvention.com to learn more and to register 7 Education Update • Upcoming educational events – Disaster Preparedness Workshops on April 24th in Miami and April 26th in Montgomery – Asset-Liability Management Workshop in Birmingham on May 15th and 16th – Regional Bank Secrecy Act training opportunities • Training opportunities are available at the chapter level – Bill Berg and Scott Morris are available to present training on compliance-related subjects • Education calendar at www.lscu.coop/Education/Events-Calendar 8 Cooperative Initiatives Update • Fundraising for “Leave Behind” project honoring the Republican National Convention in Tampa is under way – Credit unions will build a therapeutic playground at All Children’s Hospital, the Children’s Miracle Network Hospital, in the Tampa area – It will take $300,000 to build the playground and the project gives credit unions an opportunity to showcase their cooperative spirit – For information on how you can participate, visit the Southeastern Credit Union Foundation website, www.supportourCUcommunity.org or contact Laura Vann at 866.231.0545, ext. 2181 9 Cooperative Initiatives Update 10 Cooperative Initiatives Update • College Internship Program implementation under way – 10 paid internships available – Internship materials available in your binders • High School Scholarship Program ends in 2012 – Chapter leaders will be asked to present scholarships at awards ceremonies • Fundraising materials for Children’s Miracle Network Hospitals activities available on Southeastern Credit Union Foundation website – www.supportourCUcommunity.org – Encourage you to schedule tours or hold meetings at your local CMN Hospital 11 Chapters and LSCU • Participation in chapter activities is an important value of affiliation and it is important to make chapter activities available only to LSCU affiliated credit unions • Increased League affiliation not only strengthens the credit union movement in our states but also strengthens our chapters • We continue to work hard to grow affiliation but our efforts will not be successful if the benefits of affiliation are provided to those credit unions that have chosen not to become members of the League and CUNA 12 Affiliation Statistic • Current affiliation rate of 79% – 228 of the 288 credit unions in AL and FL are members of the LSCU – 78% affiliation rate at 2011 Chapter Leaders’ Retreat – 74% affiliation rate at 2010 Chapter Leaders’ Retreat 13 Birmingham Chapter Affiliates Affiliates • ACIPCO FCU • Jefferson CU • Alabama Central CU • Legacy Community FCU • Alabama Telco CU • Marvel City FCU • America’s First FCU • Milestone CU • APCO Employees CU • Mutual Savings CU • eCo CU • New Pilgrim FCU • Energen CU • NRS Community • Federal Employees CU Development FCU • Health CU • Secure First CU 14 Birmingham Chapter Affiliates • Sixth Avenue Baptist FCU • Social Security CU • St. John’s AME FCU • U.S. Pipe Bessemer Employees FCU • State Farm FCU (associate) 15 Birmingham Chapter Non-Affiliates Non-Affiliates • ANG FCU • Landmark CU • Alabama Postal CU • O’Neal CU • Birmingham Police CU • People’s First FCU • City of Birmingham • Railroad CU General Employees CU • SRI Employees FCU • EBSCO FCU • Fireman’s CU • First Educators CU • L & N Employees CU 16 Cheaha Chapter Affiliates Affiliates • Alabama Teachers CU • N.E.A.R.M.C. Employees • Brassies CU FCU • Chem Family CU • Northeast Alabama • Community CU Postal FCU • Coosa Pines FCU • NUCOR Employees FCU • Family Savings FCU • Fort McClellan CU • Heritage South CU 17 Cheaha Chapter Non-Affiliates • AOD FCU • Sycamore FCU 18 Mobile Chapter Affiliates Affiliates • Alabama River CU • Mobile Postal Employees • Azalea City CU CU • Blue Flame CU • Monroe Education • Chemco CU Employees FCU • Clarke Educators FCU • Naheola CU • Demopolis FCU • New Horizons CU • Gulf Coast FCU • Progressive FCU • McIntosh Chemical FCU • Shoreline CU • Mobile Educators CU • The Infirmary FCU 19 Mobile Chapter Affiliates • University of South Alabama FCU • Navigator CU (associate) 20 Mobile Chapter Non-Affiliates • Allied CU • Baldwin County FCU • Brewton Mill FCU • Degussa Employees FCU • Mobile Government Employees CU 21 Montgomery Chapter Affiliates Affiliates • Alabama Rural Electric • Fedmont FCU FCU • First Kingdom Community • Alabama State Development FCU Employees CU • Four Seasons FCU • Auburn University FCU • Guardian CU • Chattahoochee FCU • Mead Coated Board FCU • Craig CU • Montgomery VA FCU • Dixie Craft Employees • Riverdale CU CU • Tri-Rivers FCU • East Alabama • TVH FCU Community FCU 22 Montgomery Chapter Non-Affiliates • Employees Savings CU • MAX CU • Phenix Pride FCU • Tuskegee FCU 23 Muscle Shoals Chapter Affiliates Non-Affiliates • Champion Community • Electrical Workers No. CU 588 FCU • Florence FCU • Lauderdale County Teachers CU • Listerhill CU • Railway Employees CU • Tuscumbia FCU • TVA CU • Valley CU 24 Northeast Alabama Chapter Affiliates Non-Affiliates • Councill FCU • North Alabama • Family Security CU Papermakers FCU • North Alabama Educators • Postal Employees CU CU • Redstone FCU • Rocket City FCU • Stevenson FCU • Wolverine CU 25 Tuscaloosa Chapter Affiliates Non-Affiliates • Alabama CU • Alabama One CU • City CU • DCH CU • FOGCE FCU • Tuscaloosa CU • Tuscaloosa County CU • Tuscaloosa Teachers CU • Tuscaloosa VA FCU 26 Wiregrass Chapter—100% Affiliation! Affiliates Affiliates • Andalusia Mills • Wiregrass FCU Employees CU • Army Aviation Center FCU • Covington Schools FCU • Five Star CU • IAM Community FCU • Opp-Micolas CU • Pike Teachers CU 27 Broward Chapter Affiliates Affiliates • BrightStar CU • Priority One Credit Union • Broward HealthCare FCU of Florida • City County CU • Sun CU • Florida Transportation CU • Tropical Financial CU • Memorial Employees FCU • Peoples FCU • Pompano Beach City Employees CU 28 Broward Chapter Non-Affiliates • Coral Community FCU • MacNeill Employees CU • Power Financial CU 29 Central Florida Chapter Affiliates Affiliates • Central Florida Postal CU • Insight CU • CFE FCU • Local 606 Electrical • Community CU of Florida Workers FCU • Darden Employees FCU • Martin FCU • FRSA CU • McCoy FCU • Fairwinds CU • Orlando FCU • Financial Educators FCU • Seminole Schools FCU • Florida Hospital CU • Space Coast CU • Gulf States CU 30 Central Florida Chapter Affiliates Non-Affiliates • Partners FCU (associate) • Community Trust FCU • State Farm FCU • Kennedy Space Center (associate) FCU • Magnify CU • MIDFLORIDA CU • Publix Employees FCU 31 Gulf Coast Chapter Affiliates Non-Affiliates • Bay CU • Panhandle Educators FCU • Calhoun-Liberty Emp. CU • Community South CU • Emerald Coast FCU • Innovations FCU • Jackson County Teachers CU • Sunland CU • Tyndall CU • Walton County Teachers FCU 32 North Central Chapter Affiliates Non-Affiliates • 1st Credit Union of • First Coast Community CU Gainesville • Ocala Community CU • Campus USA CU • Clay Electric Emp. CU • Florida CU • HCA FCU • Madison Education Association CU • SunState FCU • Suwannee River FCU 33 Northeast Florida Chapter Affiliates Affiliates • 1-2-1 Financial CU • First Coast FCU • Anchor 7 FCU • First Florida CU • Coastline FCU • Florida Baptist CU • Community First Credit • Healthcare’s Cooperative CU Union of Florida • Jacksonville Fireman’s CU • Container Mutual FCU • Jacksonville Postal & • DUCOTE FCU Professional CU • Duval FCU • Farmers FCU 34 Northeast Florida Chapter Affiliates Non-Affiliates • Jax FCU • City & Police FCU • Jax Glidco Employees FCU • Country FCU • Jax Metro FCU • JM Associates FCU • Metro North FCU • State Employees CU • VyStar CU • American Eagle CU (associate) 35 Northwest Florida Chapter Affiliates Non-Affiliates • Central CU of Florida • Baptist Regional Medical • Florida State Employees FCU FCU • ECCO CU • GPCE CU • Eglin FCU • Members First CU of • Gulf Winds FCU Florida • Harvesters FCU • Okaloosa County • Pensacola FCU Teachers FCU • Pensacola Government FCU • Pen Air FCU 36 Northwest Florida Chapter Non-Affiliates • Pensacola L&N Employees FCU • Santa Rosa County FCU 37 Palm Beach Chapter Affiliates Non-Affiliates • Gold Coast FCU • First Choice CU • IBM Southeast • South Atlantic FCU Employees FCU • Town of Palm Beach FCU • Indian River FCU • PBC CU • Velocity Community FCU 38 Pinellas Chapter—100% Affiliation! Affiliates • Achieva CU • Bay Pines FCU • City County Employees CU • ECU CU • Pinellas FCU • West Coast FCU 39 Sara-Mana Chapter Affiliates Non-Affiliates • Lee County Mosquito • Everglades CU Control CU • Manatee Community FCU • Sarasota Municipal Employees CU • West Coast Federal Employees CU 40 Southernmost Chapter Affiliates Affiliates • Baptist Health South • Monroe County Teachers Florida FCU FCU • Dade County FCU • North Dade Community • Hialeah Municipal FCU Development FCU Employees FCU • Shaw-Ross Emp. CU • JetStream FCU • South Florida Ed. FCU • Keys FCU • Southernmost FCU • Miami FCU • United Police FCU • Miami Postal Service CU • University CU 41 Southernmost Chapter Affiliates Non-Affiliates • American Airlines CU • Compass Financial FCU (associate) • Electricians Local #349 FCU • Financial FCU • Mercy CU • Miami Firefighters FCU • Ryder System FCU • South Florida FCU • St. James AME Church FCU 42 Tallahassee Chapter—100% Affiliation! Affiliates Affiliates • Buckeye Community FCU • Florida State University • Envision CU FCU • F.C.A.M.E.C. FCU • FOCUS CU • Flag CU • Jefferson County • Florida A & M University Teachers CU FCU • SCORE FCU • Florida Commerce CU • Tallahassee FCU • Florida Department of • Tallahassee-Leon FCU Transportation CU • TMH FCU • Florida Rural Electric CU 43 Tampa Chapter Affiliates Affiliates • Florida Central CU • Service 1st CU • Florida Customs FCU • Suncoast Schools FCU • Florida West Coast CU • SWC CU • Grow Financial FCU • Tampa Bay FCU • GTE FCU • Tampa Postal FCU • PowerNet FCU • USF FCU • Railroad & Industrial FCU • American Eagle CU • San Antonio Citizens FCU (associate) 44 Tampa Chapter Non-Affiliates • St. Joseph’s Hospital FCU • Tampa Longshoreman’s FCU 45 Chapters and LSCU A strong chapter system makes credit unions—and the League—stronger! – Our goal for 2012 is 80% affiliation in Alabama and 82% affiliation in Florida – Long-term, we’d like to maintain an affiliation rate of at least 95% 46 Chapters and LSCU How can we work together to improve affiliation? – Do any of you have a good relationship with a non-affiliate? – Are you willing to help us get an appointment ? – Are you willing to call on an non-affiliate? – Any ideas about how we can improve our outreach to non-affiliates? 47 Cooperative Initiatives Team • Laura Vann, VP Cooperative Initiatives, 866.231.0545 x2181 or email@example.com • Adena Whitman, Director of Member Relations, 866.231.0545 x2134 or firstname.lastname@example.org • April Ales, Member Relations Specialist, 866.231.0545 x1038 or email@example.com • David LeNoir, Member Relations Specialist, 866.231.0545 x2158 or firstname.lastname@example.org • Judy Scott, Member Relations Specialist, 866.231.0545 x1062 or email@example.com • Leonard Parkhurst will join us on May 7th as Executive Director, Southeastern Credit Union Foundation 48 THANK YOU! We appreciate your dedication to your credit union, your community and your chapter. A presentation on LSCU Image Campaign April 19, 2012 Cooperative Image Campaign • Cooperative Image campaign managed by the League for credit unions • The goal of the campaign is to raise awareness about credit unions • Gen X is the target audience. Research shows it’s the largest segment of the population that is looking for a financial institution 2011 Cooperative Image Campaign • 1st flight – $1.3 million campaign • 100 credit unions and the Central Florida Chapter contributed • First flight ran Sept. 7 – Oct. 14 in most markets across Alabama and Florida • Creative included TV, radio, online, billboard and a website – www.betternameforbanking.com • Contracted for pre- and post-campaign research, Google analytics and Call Report data to measure impact 2012 Cooperative Image Campaign • 2nd flight – $679,000 contributed ($415,000 more committed but haven’t received) • 90 credit unions have contributed, with 25 being new • Flight is set to run in May • Creative includes TV, radio, online, billboard and a website – www.betternameforbanking.com • Second TV spot being produced next week • Will conduct post-campaign research, along with Google analytics and Call Report data to measure impact Image Campaign - Creative Second ad will once again use the actor from the first commercial. Billboards will have a slightly different look with more color. Some online ads will push people toward loans. Image Campaign - Creative www.betternameforbanking.com website homepage will feature picture banners to warm up the homepage. Website will continue to show the credit union difference through savings buttons. Consumers will still search for a credit union with the ones that contribute having all of their information displayed and be on the website first. Cooperative Image Campaign – Does it work? For Credit Unions in General During the LSCU Campaign Period, There Was a Small Lift in the Number of Target Audience Members Who Recall Seeing Communications/Advertising for Credit Unions in General Alabama Florida 29% pre-campaign 19% pre-campaign 35% post-campaign 27% post-campaign 6% 8% Lift Lift Cooperative Image Campaign – Does it work? • Research also found that 14% of those surveyed with a secondary relationship with a CU moved their money to a CU from a bank • Google analytics show that 65,000 consumers visited the website during the campaign and 64% typed the URL in directly • Call Report data for 3Q shows 48,000 new members joined in Alabama and Florida. 1Q/2Q averaged 20,000 new members in Alabama and Florida How do Chapters fit into the campaign? • We need you to help us inform the credit unions about the campaign • Help the League to speak at the chapter a couple of times a year about the campaign • Provide credit union feedback to the League about the campaign • We hope you champion the idea of a Cooperative Image Campaign for credit unions Questions? LSCU Communications Contacts Mike Bridges, VP, Marketing and Communications firstname.lastname@example.org, 866.231.0545 ext. 1022 Amy Jowers, Director of Information Services email@example.com, ext. 1020 Joseph Davis, Communications Coordinator firstname.lastname@example.org, ext. 1014 A presentation on How LSCU Councils and Chapters Can Work Together Successfully April 19, 2012 The LSCU Councils Are: An Individual Membership Organization Councils provide resources, information, networking and professional development to credit union professionals in Alabama and Florida. The Councils are open to credit union employees who have responsibilities related to six key areas of credit union management. Councils are about helping individuals handle the day-to-day challenges as well as planning for future successes. Targeted & Relevant to Credit Union Management Programs are focused on specific management disciplines. Each Council has its own conference, dedicated website and targeted resources. That means members can rely on a community based upon similar interests, people who talk their lingo and a network that’s not only willing to share expertise and experiences, but resources and contacts that are actually relate to their specific responsibilities. Executive Focused Members are senior or mid-management level employees in their credit union. Members are paid credit union employees --no vendor members, no credit union board members. While those people play their own important role, the Councils are meant to be a place where credit union executives can openly share in a tightly focused community of peers. Ideas & Topics Generated by Credit Union Executives The Council Advisory Committee is made up of a dedicated community of credit union professionals who care about the success of their peers, their credit unions, and the industry as a whole. These leaders contribute ideas and agenda topics in support of professional development and the overall credit union movement. For more information on how you can join the LSCU Councils, contact Lisa Hammock at 866.231.0545 x1146. “Like” us on Facebook for updated information and topic details: LSCU Councils Upcoming Summer Council Meeting June 13, 2012 LSCU AC&E JW Marriott Grande Lakes | Orlando, FL 11:30am – 3:45pm $195/Person (Includes Lunch) The LSCU Councils, in collaboration with Alabama and Florida CUES, will be providing these stimulating sessions led by dynamic speakers at the 2012 LSCU Annual Convention & Exposition. CFO Credit Unions Are Increasing the Use of Alternative Delivery Channels to Meet Member Demands; What You Need to Also Look at for Required Investments to Maintain Profitability Speaker: Terrence Roche, Cornerstone Advisors, Inc. HR/Training & Development The Bleeding Edge & The Leading Edge: Using Innovation to Move Your Credit Union Ahead of the Curve Speaker: Jackson Hataway, PhD, associate consultant, Strategic Arts & Sciences Lending Finding & Maximizing Loan Opportunities Speaker: Mike Bartoo, regional manager, MARQUIS Marketing & Business Development Organic Marketing: Good Purpose, Good Will, & Good Ideas Speaker: Josh Allison, CUDE, relationship development manager, Horizon Credit Union Operations, Sales, & Service Member Loyalty: Guaranteed. How to Out Smart, Out Market, Out Serve, Out Sell, & Flat Out Do What Your Competitors Can’t Speaker: Jeff Rendel, CSP, president, Rising Above Enterprises Technology Creating Exceptional Member and Employee Experiences Through Seamless Data Integration Speaker: Brian Scott, vice president of sales, The Members Group (TMG) Questions?
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