| CUAOk News |
CUAOK Holiday Schedule
In observance of Independence Day, the CUAOk office will be closed on Friday, July 3 and will re-open on Monday, July 6, 2009.
Save the Date for the Oklahoma/Missouri Credit Union Convention & Expo in Branson
"Credit Unions Make the Difference" at the 2009 Convention & Exposition! Oklahoma and Missouri credit union professionals and volunteers will experience top-notch speakers, dynamic educational sessions, and opportunities to network at this unique learning event. The Convention & Exposition focuses on the emerging needs of credit union staff, management and boards. The location of the Chateau on the Lake in Branson, Missouri offers a wide variety of entertainment options and spectacular scenery at every turn.
The Convention & Exposition takes place September 22-24. Early registration is $449 for participants and $249 for guests. Prices increase to $549 and $299 on August 21.
Optional activities include spectacular Branson shows, a golf scramble on the beautiful LedgeStone Championship Golf Course to support credit union political action, and a concert fundraiser featuring Lee Greenwood ("God Bless the USA") and the Bellamy Brothers to benefit severely injured veterans through Homes for Our Troops.
Be sure to mark this event on your calendars. For more information, click here. |
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Naming Rights Still Available for Credit Union House
Credit unions, vendors and individuals may purchase naming rights to various areas, furnishings and equipment in Credit Union House to show their support of the Oklahoma Credit Union Movement. For a listing of Naming Rights Opportunities, click here. For more information, contact DJ Morrow Ingram via djmorrow@okleague.coop or 918.496.4688, Ext. 214 for full information.
Build Your Legacy - Buy a Brick
CUAOk is excited to offer you the opportunity to purchase a personalized brick paver to be placed in the Flag Plaza at Credit Union House. The Flag Plaza is located in the center of the circle drive, directly in front of the main entrance, and visible to all visitors. Bricks will contain special messages chosen by you. Bricks are a great opportunity to honor a colleague, recognize your credit union's involvement in the movement or honor your loved ones. Bricks are available in 4x8 inch and 12x12 inch sizes, which are priced from $150 to $500.These bricks will be viewable at the Credit Union House Grand Opening on October 15, 2009!
 To purchase your commemorative brick paver, return your completed order form to the Credit Union Association of Oklahoma by mail or fax. Credit Union Association of Oklahoma
Credit Union House Brick Campaign
PO Box 702297
Tulsa, OK 74170
Fax: 918.496.4689 |
| Education and Training |
Enjoy Sales on Printed Modules Through the End of July
(Courtesy of CUNA)
The Credit Union National Association (CUNA) is assisting credit unions participating in their training certification programs by offering a wide selection of printed courses for reduced prices as part of their ongoing sale. From now through July 31, all CUAOk member credit unions will be able to save on CUNA's print-based courses for STAR, MERIT, RegTraC, CEP and VAP.
Readers are asked to watch for brochures and e-mails from CUNA providing additional details and content regarding the sale. By visiting http://training.cuna.org/certsale/index.html, users will then be presented with a full listing of over 100 unique courses that are currently applied to the sale prices. Credit unions can expand their training libraries by taking advantage of these incredible deals that include reduced educational investments at the following rates:
- STAR - $40;
- MERIT - $40;
- and VAP - $25.
CUNA is encouraging readers to remind fellow workers and other credit union personnel of the sale by way of e-mail, promoting on your institution's website, distributing sales flyers at meetings or in mailings and other conventional ways of raising awareness. For more information and materials, please visit the Training section of the official CUNA website, at http://www.cuna.org/.Don't Be Late - SCMS Graduation Ceremony Details Available
Three years of dedicated time and effort will pay off for countless years to come when participants in the Southwest CUNA Management School (SCMS) graduate this July 22. As they continue on in the credit union career, they bring knowledge and experiences they have gained from the school back to their credit unions. Running from 6:30 - 9:00 p.m. at the Renaissance Worthington Hotel in Fort Worth, the 37th SCMS Graduation Reception, Dinner & Ceremony will honor graduating students and provide some inspirational words in the form of a special commencement address.
For hotel information, dress code, a detailed seating diagram and other helpful resources, please visit the school website by clicking here. If you have any questions or need assistance, please contact Janine McBee, director and synergist of the SCMS program, at (800) 442-5762, 6634, or at jmcbee@scms.coop.
Refer Peers and You Could Win a Free National Youth Involvement Board Conference Registration!Whether you're a past participant or just signed up for the NYIB 2009 Annual Conference, you could win complimentary registration by encouraging others to attend! Refer your peers to www.nyib.org/conference.php and ask them to enter your name and organization in the "Referred by" fields when registering. Each time someone does, you'll be entered into a drawing for a single participant fee, and the top referrer will also receive free registration compliments of NYIB! |
| Council News |
CUAOk to Host Financial Literacy Council Workshop
The Oklahoma CU Financial Literacy Council is committed to improving the financial literacy of all Oklahomans, and helping individuals understand the importance of managing their finances responsibly.
Credit unions interested in promoting financial literacy in their communities need to pencil-in the July 28 Financial Literacy Workshop on their calendars. Attendees can use information learned at the workshop to introduce financial literacy concepts to high school students, and contribute to the efforts to improve financial literacy statewide. For additional details or to register online, click here.
ICUNet Meeting Set for July 9
The ICUNet will host a roundtable discussion from 2 p.m. to 4 p.m. on Thursday, July 9, at the Stroud Conference Center, located at 218 W Main Street in Stroud, Okla. Topics to be discussed include International ACH Transactions, loan issues, Red Flag ID Theft Program/Policies and strategic planning. All are welcome to attend the meeting.
Dealing With and Understanding Bankruptcy: Topic for Next Lending Council Meeting
Individuals wanting to learn more about the bankruptcy process need to register for the July 14 Lending Council meeting, to be held from 10 a.m. to 2 p.m. in the David Temple room at TTCU. TTCU is located at 3720 E 31st Street in Tulsa, Okla.
The meeting will begin with a PowerPoint by John D. Dale, attorney at law, followed by lunch and will close with a question and answer session. Key questions to be anwered include:
- What is the impact of the new cram down rules?
- There was a lull in activity shortly after the recent legislation, but it picked up in the last 18 months. What changed?
- How can credit unions better address the Indian title issue?
For more information or to register, click here.
Save-the-Date: CFO Council Meeting
The next CFO Council Meeting will be held Wednesday, July 29, at the Stroud Conference Center. In the morning session, Council members will gain valuable information through Roundtable Discussions on various current topics. Steve Gregg from CUNA Mutual will present information about Credit Union Fraud Issues after lunch. Watch for meeting registration information coming soon.
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Credit Union Events
Dancing for a Miracle
The 2009 Dancing for a Miracle Gala event, sponsored by Children's Miracle Network, will be held at the Skirvin Hilton Hotel in Oklahoma City on Saturday, July 18 at 6 p.m. Local guest celebrity's will be competing for the title of "Children's Miracle Network Dancing for Kids Star." Local celebrities include: Andre Burns, OKC Yard Dawgz Football Player; Shawn Carey, Magic 104.1 Radio Personality; Scott Hines, KFOR Channel 4 Reporter; Kristin Killion, Miss Oklahoma Rodeo 2008; Rob Stanley, David Stanley Chevrolet, and the defending 2008 "CMN Dancing for Kids Star" Mindy Stitt, OERB Executive Director. Seating is limited, so please make your reservations today.
Registration is $125 for one or $1,000 for a table of 10. Call Alisha Kaighen at 271-9035 to register.
Hit the Fairways for July's SCMS Scholarship Golf Classic
The Golf Club at Fossil Creek in Fort Worth will soon have its greens lined with fundraisers looking for entertainment and the chance to fuel the education of tomorrow's credit union leaders as the Southwest CUNA Management School (SCMS) tees off with its 21st Annual Scholarship Golf Classic on July 23. Attendees and players to this charitable event hosted by the SCMS Alumni Association (SCMSAA) will have the chance to raise scholarship money to provide for future SCMS students as they hit the links and go beyond par for the course. For more information, click here.
Golf Tournament to Support Local Children's Medical Research
The Boomer Sooner Chapter of Credit Unions will field its 12th annual Boomer Sooner Golf Classic Monday, July 27, 2009, at Lincoln Park Golf Course in Oklahoma City, Okla. Register your team or signup as a sponsor for this event. For more information, click here.
Halliburton Seeks Players/Sponsors for Tournament
Benefiting the United Way
The First annual Halliburton Employees' Federal Credit Union/United Way Golf Tournament will be held on Monday, August 24 at the Elks Golf and Country Club in Duncan, Okla. For sponsorship details or registration information, please click on the links. For further information, please feel free to contact Kaleigh Carter at 800.368.2618, Ext. 133.
ME/CU 19th Annual Charity Golf Tournament
For 19 years, ME/CU has hosted a charity golf tournament to benefit the children of Oklahoma. This year's tournament will be held at the Cimarron National and Aqua Canyon courses in Guthrie on Monday, August 24th, 2009. For details on registration and sponsorship information, click here. |
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Guidance On Investment Planning
Become a Better 401(k) Plan Investor
Are you looking for help in managing your 401(k) plan investments? A new self-serve educational module is now available from CUNA Mutual Group for your retirement plan participants. This great new self-serve educational module takes about 25 minutes to watch and gives guidance on how to make your retirement savings work even harder.
The educational module covers these topics:
- Basic Investment Principles
- Allocation accounts versus "Managing it Yourself"
- Selecting the Right Investments for You
- Resources for Managing your Account
This module is made available by clicking here. |
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Compliance Update
Adhere to Credit Union Marketing Regulatory Requirements with Updated Compliance Guide from CUNA
Credit union professionals can be sure their marketing materials comply with state and federal laws and regulations with the recently released second edition of CUNA's Compliance and Marketing Guide. The updated guide lays out regulatory changes pertaining to credit union marketing efforts and includes new sample ads reflecting the changes.
[View Entire Article] |
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| People and Credit Unions in the News |
Feldstein to Speak at Southwest Corporate's
32nd Annual Economic Forum
Martin Feldstein, one of the nation's most respected economists, will be among those providing insight, analysis and forecasting to credit union leaders at Southwest Corporate Federal Credit Union's 32nd Economic Forum.  Feldstein, a Harvard economics professor and President Emeritus of the National Bureau of Economic Research, is regarded by some as the architect of economic boom of the Ronald Reagan era. He served as Reagan's chairman of the Council of Economic Advisers and has rarely been off the national stage since then. President Obama tapped Feldstein earlier this year to serve on his administration's Economic Recovery Advisory Board.
[View Entire Article]
CUSC Announces Opening of Midwest City Location
The Credit Union Service Centers of Oklahoma announced the opening date of today, June 29, 2009 for its newest Midwest City Service Center. The service center is now located at 232 S. Air Depot in Midwest City.
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| Related Web sites
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CUAOk: www.oklahomacreditunions.coop
Credit Union Service Centers: www.cuscok.coop
Credit Union Employment Resources: www.cuer.coop
Credit Union National Association & Affiliates: www.cuna.coop
Credit Unions for Kids: www.cmn.org
CUNA Network Services: www.cns.coop
CUNA Mutual Group: www.cunamutual.com
World Council of Credit Unions: www.woccu.org
Southwest Corporate FCU: www.swcorp.org
TNB Card Services: www.tnbcard.com
National Credit Union Administration: www.ncua.gov
Filene Research Institute: www.filene.org
Consumer Federation of America: www.consumerfed.org
National Cooperative Business Association: www.ncba.org | |
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Important Dates
30
July
8
21
22
28
Financial Literacy Council Workshop
29
August
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