 |
Governmental Affairs
32 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. 
CLICK HERE for the CUNA GAC schedule.
Legislative 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.
State Governmental Affairs Conference
March 10, 2009
Today marks the first day of change for the United States, but you can help bring change to Oklahoma by attending the 2009 State Governmental Affairs Conference. The State GAC is scheduled for March 10 at the Oklahoma History Center in Oklahoma City. The Legislative Reception is set for March 9. Please be sure to mark these dates on your calendar. |
2009 Events
2009 Marks the Centennial of Credit Unions
The 100th anniversary of credit unions is being celebrated in a rolling series of events throughout 2009. Credit unions across the United States are celebrating the anniversary by using the anniversary logo in all their communications pieces, placing anniversary ads in their local media and even by offering loans at the same fees their credit union offered the first year they opened. If you would like to know what other credit unions are doing to celebrate the centennial, click here.
Tell Us How You Are Celebrating
Your League would like to know how your credit union is celebrating this event. Email us your stories at avanderslice@okleague.coop. We look forward to hearing from you. |
|
| Education and Training |
09' CUNA Mutual CU Protection Webinars Focus on Hot Topics
In today's economic environment, reducing risk exposure has never been more important for credit unions. The 2009 CU Protection Webinar Series sponsored by CUNA Mutual Group is designed to help credit unions address the most costly, common risk areas in our industry. Ten Webinars have been developed exclusively for CUNA Mutual Credit Union Bond policyholders, which represent more than 90 percent of U.S. credit unions. They are provided as a no-cost, value-added benefit, according to Chad Nitschke, vice president of Credit Union Protection. [View complete article]To view a PDF of CMG's 2009 Risk Management Webinar series, click here.
OCUL Provides Training Videos to CUs
Two new training videos were mailed to affiliated Oklahoma credit unions last week to help credit unions improve their security procedures and their compliance with requirements of the "Bank Secrecy Act" (BSA) and the "Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism" (USA PATRIOT) Act. These videos were provided to our member credit unions as a complimentary benefit of league membership. The videos were mailed to the attention of each affiliated credit union's CEO. Should you have any question regarding the content of the videos, please contact Dana Kroutil via dkroutil@okleague.coop or extension 240. If you did not receive a video, please contact Ginger Bowerman at the League via extension 221.
Make Plans Now to Join NASCUS in Boston
August 20-22, 2009
NASCUS will celebrate the 100th anniversary of the state credit union charter at the only national gathering of the state credit union system, the NASCUS State System Summit, August 20-22, 2009 at the Westin Boston Waterfront.
There's no better venue than the NASCUS Summit to enhance your credit unions' strategies for rising above today's significant economic and regulatory challenges. No matter what the state of the economy, safe and sound credit union operations are critical. During the Summit you will learn from regulatory, legislative and financial industry experts as well as network and share best practices with credit union peers and state and federal regulators.
|
Council Update
2009 Marketing Conference
The 2009 OCUL Marketing Conference, set for Feb. 24 at the new Dave and Buster's in Tulsa, Okla., provides the perfect venue to learn insider secrets from top marketing coaches. Attendees will learn how to bring Frankenstein public relations alive, how to increase the value of their sponsorships by 30 to 50 percent at no cost to their credit union and what sports marketing companies can afford to provide at no cost. In addition, Pattye Moore, former president of Sonic, will divulge secrets as to how she helped create memorable branding campaigns for the Oklahoma company, which is now known nationwide.
Registration for League affiliated members is $160 if postmarked before January 27, $185 after Jan. 27. Non-member registration is $180 before Jan. 27, $205 after Jan. 27. Register Today. Email avanderslice@okleague.coop.
***OCUL is still seeking sponsorships for the 2009 Marketing Conference. The following sponsorships are 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 Web site at www.okleague.coop or by fax, 918.496.4689, by January 30, 2009. 2009 Compliance Council membership dues will cover the cost of this meeting, but members should still register their attendance. Non-members are welcome to attend for a $16 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.
Lending Council Sets Feb 10 Meeting Date
The first meeting of 2009 for the Lending Council will be from 10 a.m. to 4 p.m. on Tuesday, Feb. 10, 2009, at the Stroud Conference Center.
Topics for the meeting will be "Dealing with the Current Economic Times and Lending Environment." Participants will discuss strategies that are working for their credit unions and best practices. In the afternoon, the group will participate in a Webcast on "Understanding Cash Flow on the Tax Returns of Self-Employed Borrowers." Please note there will be plenty time for roundtable discussion and networking. Lunch will be provided.
Registration for this meeting can be made on the OCUL Web site at www.okleague.coop or by fax to Attn: Council Administration at 918.496.4689 by February 6, 2009. 2009 Lending Council membership dues are $50, which cover all regular meetings of the Lending Council during 2009. Non-members may attend for a $16 fee. Contact Dana Kroutil at extension 240 or via dkroutil@okleague.coop with questions. |
| League News |
OCUL 75th Anniversary Logo Unveiled
The Oklahoma Credit Union League has unveiled its 75th Anniversary logo. The logo will be used on League publications and promotional materials throughout 2009 as we celebrate "Strong Traditions, Bright Futures." The League's 2009 Annual Meeting and Convention, May 5-8 in Oklahoma City will feature a gala celebration for the Diamond Anniversary. Details will be available soon.
In the meantime, plan to join us in Oklahoma City for the State GAC.
Small CU Staff Salary Survey Available
CUNA's 2008-2009 Small Credit Union Staff Salary Survey is available to all affiliated small credit unions in Oklahoma. The 146 page report is designed to assist credit unions $35 million and under in assets with assessing their staff salary ranges.
If you would like a copy of the survey, please contact Nicole Boyd at extension 211 or via email at nboyd@okleague.coop.
InfoSight Helps Put the Compliance Nightmare to Rest
When we talk to credit union CEOs or managers and ask them what keeps them awake at night, nine out of ten will say "regulatory compliance." They don't mention the economy, the housing crisis or anemic growth. Their greatest source of stress is the ongoing nightmare of complying with the ever-changing rules and regulations. Credit union management worries whether new regulations apply to them and how it will affect their credit union. They stress over whether there are new regulations they may not know about and whether their staff is adequately trained. These are the questions that keep them awake at night. In response to the "compliance nightmare," the OCUL is pleased to offer affiliate credit unions, as a dues supported service, InfoSight Online Compliance Center. [View complete article]
Update on Invest in America Program
The last few weeks have certainly been very exciting as we launched first the pilot and then national rollout of the Invest in America program and the auto discounts for credit union members through GM and Chrysler. The media response has been tremendous and the hits on the lovemycreditunion.org Web site approached one million last week alone. All of this press, your efforts and the efforts of credit unions have begun to pay off. Preliminary numbers from GM and Chrysler indicate that over 8,000 members have purchased a new GM or Chrysler vehicle since December 8, 2008.
Project Zip Code: Key to Grassroots Efforts
Have You Sent in YOUR Info?
In late December, Oklahoma credit unions should have received the latest Project Zip Code CD from the League. Project Zip Code is a secure CD-ROM program that counts your credit union members and matches them by congressional district, state legislative district and county. These numbers are uploaded to CUNA's Project Zip Code Web site and combined with data from credit unions nationwide. This data is essential to federal and state advocacy efforts. By participating in Project Zip Code and updating the information regularly, our grassroots strength will not be surpassed by any other organization. Already, over 67 million credit union members out of 90 million have been identified! But in order for Project Zip Code to be successful and useful, we need all credit unions to participate and to update their numbers regularly. Project Zip Code is easy to use; just follow the directions in the User Manual, which can be printed off the CD. Feel free to contact DJ Morrow Ingram at the League at ext. 214 or via email at djmorrow@okleague.coop should you have any questions. |
People and Credit Unions In The News
Douglas Retires From OCUL
Dave Douglas, Senior Vice President/Chief Financial Officer, retired from the Oklahoma Credit Union League December 26, 2008. Douglas joined the Oklahoma Credit Union League in 1999 with an extensive background in the credit union industry after working with credit union leagues in Iowa and Minnesota. Douglas is a graduate of the University of Iowa.
"Dave has been an important part of our Oklahoma credit union family and will be missed," said Debra J. (DJ) Morrow Ingram, president/CEO. "His historical knowledge of the movement and leagues and understanding of credit unions has been a valuable resource to our staff and our members. We wish him the best in this next phase of his life."
|
FAA Credit Union Recognized as a Certified Healthy Business
 FAA Credit Union was honored with a Merit Award for being an Oklahoma Certified Healthy Business. The recognition was given during the Annual Healthy Business luncheon held at the Phillips Pavilion of the Governor's Mansion on January 13. The award recognizes those workplaces in the state that provide employees with health and wellness opportunities in order to improve the health of Oklahomans.
|
| Careers In The CU Industry
Western Sun FCU Seeks Chief Executive Officer |
Western Sun Federal Credit Union is seeking a qualified candidate to fill their position for Chief Executive Officer. This person must have leadership skills that are visionary and strategic, 10 years of financial institution experience, five years in senior management, a BS degree in Finance or Accounting. Credit union experience is preferred. For more information about this posting and other career openings, click here. | |
|
|
|
|
|
|
Important Dates
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) |
|
|
