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Governmental Affairs
38 Days to CUNA GAC
Be There and Be Heard |
The 2009 CUNA GAC is your time to step up, tell your story, and make a difference. In a year that will see a new Congress and Administration, the GAC is your opportunity to visit Capitol Hill and ensure lawmakers understand our tradition of people helping people.
The greater the number of attendees, the bigger the impact you can make on the Hill. And this year's conference promises to be extra special, as we celebrate 100 years of America's Credit Unions.  CLICK HERE for the CUNA GAC schedule.
Legistlative Briefing and Congressional Reception The Oklahoma Credit Union League Legislative Briefing and Congressional Reception will be held at 4:45 p.m., Tuesday, February 24 at Credit Union House near Capitol Hill. We will hold the briefing immediately followed by the Reception on the Third Floor which offers a view of the Capitol. If you have questions or suggestions, please call me at 918.496.4688/800.375.6285, ext. 214 or via email at djmorrow@okleague.coop. |
| Education and Training |
League Webinars Await Participants
Your League is offering a slate of diversified Webinars in the coming months, everything from comprehensive coverage of Regulation E guidelines to the star qualities of your institution's tellers. The following three sessions are just samples of the training opportunities the League has lined up over the next few months.
Regulation E Legal Update - The Electronic Fund Transfer Act and Regulation E will be discussed as matters concerning member protection and credit union responsibility are examined to ensure that both parties are satisfied and secure. From application to potential examinations and even the most recent updates, this webinar will guide your credit union through the questions surrounding Reg E. Presented by Elizabeth Fast, Esq., partner with the law firm of Spencer Fan Britt & Brown LLP, on Feb. 4.
Impaired Loans & the ALLL - Recognizing, reporting, measuring and modifying a loan under impairment will serve as the first section of this encompassing webinar. The Allowance for Loan and Lease Losses tackles the supporting documentation required and the information examiners need to hear. Evaluations, estimations, testing and more will be reviewed as participants gain a better understanding of how these facts and figures all add up to a unified whole representing their institution. Presented by Wayne Linder, lending and management consultant with Young & Associates, Inc. and author of Loan Review Deskbook, on Feb. 11.
Head Teller Development: Qualities of a Star Teller - Go from "average" to "superior" with ten insightful tips that overcome the most common obstacles facing tellers in your financial institution. Through a blend of motivation, self-assessment, teambuilding and coaching, a positively reinforced operation can be achieved and with it comes a sense of refined output and increased efficiency within your credit union. Presented by Deborah L. Crawford, president of financial institution educator gettechnical inc., on Feb. 18.
To register for these Webinars, please click here. If you have any questions, please contact the Education department, at 918.625.7644 or via 918.496.4688, Ext. 236. |
Council Update
Save-The-Date: 2009 Marketing Conference
Sponsorships Available
Oklahoma credit union marketers, now is you chance to go inside the minds of winning marketing coaches. When you register to attend the 2009 OCUL Marketing Conference, scheduled for February 24, you are signing-up to learn secrets directly from inside the huddle. Look in next week's newsletter for more details.
***OCUL is still seeking sponsorship for the 2009 Marketing Conference. The following sponsorships are available: |
"Gold" Sponsor - $1,500: Your logo will be prominently displayed on all communication pieces for the event and will include one complimentary event pass. (2 available)
"Silver" Sponsor - $1,200: Your business will receive signage recognition at the event, logo placement in the brochure, recognition in the eSights newsletter and one complimentary event pass. (1 available)
"Bronze" Sponsor - $1,000: Your business will receive signage recognition at the event and logo placement in the brochure.
(1 available)
Forshee to Speak at Feb 4 Compliance Council Meeting
Richard Forshee is scheduled to speak at the Stroud Conference Center on February 4 at 9 a.m. for the Oklahoma Credit Union Compliance Council. Forshee is an attorney with Williams, Box, Forshee & Bullard, P.C.
Forshee will lead attendees in a discussion on Trust Accounts, Power of Attorney, Deceased and POD Accounts, and other Beneficiary Issues. There will be plenty of time for questions and open discussions. The afternoon will include a webcast covering compliance issues with Regulation E and the Electronic Funds Transfer Act.
Registration for this meeting can be made on the OCUL Website at www.okleague.coop or by fax by January 30, 2009. 2009 Compliance Council members, whom have paid their $50 annual membership dues, should register their attendance, but can attend this meeting at no additional cost as part of their Council membership. Non-members are welcome to attend for the $16 non-member fee. Contact Dana Kroutil at extension 240 or via email at dkroutil@okleague.coop with questions.
Please Note. This meeting is a date change from the January 28 meeting. Be sure to mark the change on your 2009 calendars.
CFO Council Reschedules First Quarterly Meeting Date
The CFO Council has changed the date of their first meeting to Wednesday, February 11. This meeting was previously scheduled on Thursday, February 12. More details to come.
Please mark this change on your 2009 Resource Guides. |
Chapter News
Oklahoma Credit Union Chapters Meetings
Cancelled for the Month of January
Both Green Country and Boomer Sooner Chapters have cancelled their monthly meeting for January. Please make note of this in your 2009 calendars. |
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News From CUNA
CUNA Priorities: 9-plus-1 in '09 |
Resource: CUNA News Now
Protecting the federal credit union tax exemption and preserving an independent federal credit union regulator and insurance fund, as well as the dual chartering system, are top among the Credit Union National Association's action priorities this year. According to CUNA President and CEO Dan Mica, the watchwords for the association and the credit union movement in 2009 will be "agile and nimble."
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Financial Literacy
Youth Week Promotion Items
Now Available |
| Gear up for National Credit Union Youth Week, held April 19-25, by downloading promotional items to announce the Youth Week and Savings Challenge to your credit union members.
You'll find the promotional items in a free demo of Copy & Art Express. Click on the link below and scroll down that page until you see the category "Youth & Teen." |
| League News |
2009 Resource Guide And Planning Calendars Are In
If you haven't already done so, now is the time to start planning the rest of your year. The 2009 Resource Guide can help you plan which training events you would like to attend and help you find a good time to take that much needed vacation. Guides may be purchased for $20 each by using the attached form.
Please email Amber Vanderslice if you wish to order in volumes of more than 10 for special pricing. She may be reached via avanderslice@okleague.coop.
OCUL Seeking 2009 Dates
Has your credit union set its Annual Meeting date for 2009? Or, do you have a golf tournament planned for this year? If so, please send or call in that information by Feb 1, 2009 to Ginger Bowerman, 918-496-4688/800-375-6285, ext. 221 or email it to her at gbowerman@okleague.coop.
Become a Community Ambassador!
Oklahoma Credit Unions have the opportunity to become a recognized community ambassador by participating in the U.S. Treasury Department's GO Direct campaign. The program gives credit unions official recognition for promoting direct deposits to members. Participation is from January - June 2009 and requirements include coaching tellers to tell members about the benefits of direct deposit of government checks, sending out statement messages and displaying web banners about the campaign. For more information, visit the GO Direct Website, www.godirect.org, or call 800.333.1795. If you have any questions, contact David Bianchini dbianchini@okleague.coop or call 918-496-4688 x233. |
People and Credit Unions In The News
Dowell FCU Is Moving
Dowell Federal Credit Union is moving to 5319 S Lewis Ave, Suite 111 in Tulsa, Oklahoma. Please mark this change in your 2009 Resource Guide. |
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CEO Retires From Western Sun FCU After serving the credit union industry for over 28 years, Larry Weise, President/CEO of Western Sun Federal Credit Union would like to share with you that he will be retiring from the credit union in 2009. Larry has been instrumental in the growth of the credit union movement through his leadership, service and character. He has chaired and served on many credit union and community positions.
"Larry has led Western Sun through a remarkable period of growth and change over the past 20 years as our President/CEO. We have been blessed to have such a strong and visionary leader," said one of his staff. | |
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Important Dates
15th
How to Improve Your Collections (Webinar)
21st
OCUL Board Meeting
(OCUL Offices)
22nd
FACTA 312 (Webinar)
28th
February
10th
11th
CFO Council Meeting
(Location, TBA)
12th
CFO Council Meeting
(Stroud Conference Center)
18th
19- 20
CMN Celebration
(Orlando, FL)
22-26
24th
25th
March
5th
Next Generation Banking (Audio)
9-10
OCUL GAC
Oklahoma History Center
10th
IRA (Audio)
OCUL Board Meeting
(Location TBA)
11th
Trust Accounts and Credit Unions (Audio)
18th
25th
26th
Do's/Don'ts of Incentive Plans (Audio) |
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