@workmembership

Independent Study Names CUNA-League System Washington’s Most Influential Financial Service Advocates

It’s no surprise when credit union leaders appreciate the instrumental role CUNA and the Leagues play in advocating for the system. But it is rewarding to have our efforts recognized by Washington’s leading policymakers. An independent study conducted by Ballast Research (formerly National Journal Research), named CUNA and the Leagues one of the most effective advocacy organizations in Washington.

They came to this conclusion after surveying more than 1,200 policymakers and interviewing over 400 senior policymakers. Our first-place financial services ranking was based on two key elements: long-term reputation and advocacy tools and tactics. Examples of excellence in both were easy to find in recent months.

The importance of our voice was well illustrated by two recent events.

First, the Bureau of Consumer Financial Protection maintained the Credit Union Advisory Council (CUAC)—which provides an expert, outside-the-government perspective on consumer finance. Second, it appointed leaders from seven CUNA-member credit unions to the CUAC.

On the tools and tactics front, we launched the Member Activation Program (MAP) Community in

Continued on page 2

www.LeagueWebsite.org

membership@work | cuna.org 1

3rd Quarter, 2018 Reportyour League logo here

mid-July. The online MAP Community provides a hub for CUNA members to learn about advocacy efforts, connect with peers, and share best practices.

We were also pleased to mark the 20th anniversary of the enactment

of H.R. 1151, the Credit Union Membership Access Act. This historic legislative win illustrated the CUNA-League commitment to fight for our members, one that continues to this day.

Building the Next Generation of Credit Union AdvocatesAcross the country, there are thousands of young credit union professionals who are excited about the difference credit unions make for our communities and are eager to tell our story.

One of the most effective ways to mobilize this passion? Advocacy training.

This September we hosted two all-day crash courses at the Credit Union House in Washington, D.C. At each training, roughly 30 participants learned how to tell their personal credit union story and build and sustain relationships with Congress.

The training examined the impact staff and board members have on advocacy efforts, provided an overview of CUNA’s political and grassroots programs, discussed the role of state leagues and importance of in-state advocacy.

A panel of congressional staffers offered insights on optimizing face time with legislators, and participants also got to test run a Hill visit.

We’re excited to see how these enthusiastic future leaders apply what they learned.

Independent Study (continued)

Although partisan politics and negative attack ads have become the norm in Washington, they’ve never been the credit union way. We’re heartened by recent pieces in Politico and The Hill that recognized the impact of positive advocacy work by CULAC, our federal PAC.

These stories highlight our sophisticated, multi-channel bipartisan strategies—including our grassroots Credit Unions Vote campaign and our use of MAP and traditional media.

Even more importantly, they demonstrate our ability to maintain support for credit unions from both sides of the aisle and our willingness to actively invest in and defend incumbents who’ve had our back.

This is the narrative CULAC has worked diligently to shape and it’s exciting to watch it pay off—especially on the eve of such an important election.

Bipartisan Approach Highlight of CULAC Midterm Election Strategy

www.LeagueWebsite.org

membership@work | cuna.org 2

3rd Quarter, 2018 Reportyour League logo here

Hill Visits Credit union advocates have racked up quite a few frequent flyer miles this year! Nearly 400 passionate advocates—representing credit unions and leagues in 38 states—traveled to DC to meet with their represen-tatives, senators, the BCFP, NCUA and other regulatory agencies. These advocates shared general benefits of the cred-it union difference and provided updates in three high-priority areas: ADA. Much of our work this year has focused on edu-cating policymakers on the ADA’s ambiguity around the issue of web accessibility and the frivolous lawsuits and predatory demand letters that have resulted from it. We’ve had good success in this area including recent court victories in Texas and Illinois. NDAA. CUNA-led efforts to remove language that could have put credit unions on military bases at a competi-tive disadvantage were successful! Thanks to our hard work, both the House and Senate voted to pass NDAA without this provision.

State government affairs. We believe in being an active member of the organizations with which we are affiliated. This year we participated in two task forces for ALEC and sponsored a booth at the NCSL’s Legislative Summit.

(l-r) Brett Thompson, WICUL president/CEO, Sarah Wainscott,

Govt. Affairs, Paul Ryan, Speaker, Jim Nussle, CUNA president/CEO

Photo credit: Wisconsin Credit Union League

CUNA in the NewsWe’ve had exceptional media coverage this quarter.

The Washington Examiner recently met with Jim Nussle to discuss how the newly signed S. 2155 will impact credit unions. The National Journal featured Jim in a recent Wednesday Q&A and the Wall Street Journal shared his letter to the editor responding to recent bank attacks.

Vox.com conducted a midterm election interview with Trey Hawkins. We’ve also garnered coverage in the Detroit Free Press (CUNA advocacy related to the Telephone Consumer Protection Act) and Slate (robocalls).

Kudos to the PR team for creating these opportunities to help project the credit union voice!

We all know the incredible burden that compliance places on credit unions. With this in mind, in 2017 the CUNA board commissioned a team of credit unions, leagues and external experts to develop a solution to address the problem. One of the group’s most critical assignments was to find a technology partner and we’re pleased to announce we’ve selected Quantivate as our intended provider.

Quantivate’s scalable platform provides state and federal compliance support and can easily be upgraded to other integrated governance and risk management solutions.

We are working with Leagues and system partners to streamline compliance, minimize risk and reduce financial and staff resource costs. We’re excited to work together.

One Step Closer to a Comprehensive Compliance Solution

www.LeagueWebsite.org

membership@work | cuna.org 3

3rd Quarter, 2018 Reportyour League logo here

League Article Arum dis arum am fugitemporro bearchi llorepudam, sita samus volectia sequi offic tempore hendani ber rore, ut essus aborument re min pellabo reheniet expel inus. Aximus similic test ped quame dolupta sperspe rchicaborrum niendeliatur molectur rem fuga fugitemporro bearchi.

Daerorro mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor re, ut voluptae volor ab is nessimus, sequatium, undigni maximil enda que repratur remporit volum int atius ea veliquiam quia et et vel im earibus volorem et, conseque prercid quam de por simagna tustiis dolorep tatios elestrum, voluptatem facea nos essequia quatus mi, simusam nimpore aut quibero es exerfer umenden dandero tem que nobisti atiam, offic temodia num qui quibus. Et quam doluptates corio. Ut exped qui dit, comnim aborehendus eat fugitemporro bearchi.

League Article Nissit es quaspel isciliquam, et vel et labor mo exped ut officiam net, sin ped quiscipsant ommoluptur? Ximodi rem aut et et aliquunt ra ium culliquiaest quidem ni con repudam faccum everat comnis asperibus. Aximus similic test ped quame dolupta sperspe rchicaborrum niendeliatur molectur rem fuga. Daerorro mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor re, ut voluptae volor ab is nessimus, sequatium, undigni maximil enda que repratur remporit volum int atius ea veliquiam quia et et vel im earibus volorem et, conseque prercid quam de por simagna tustiis

League Article Arum dis arum am fugitemporro bearchi llorepudam, sita samus volectia sequi offic tempore fugitemporro bearchi hendani ber rore, ut essus aborument re min pellabo reheniet expel inus. Aximus similic test ped quame dolupta sperspe rchicaborrum niendeliatur molectur rem fuga fugitemporro bearchi.

Daerorro fugitemporro bearchi mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor reut fugitemporro bearchi voluptae volor ab is nessimus, sequatium, undigni maximil enda querep ratur remporit volum fugitemporro bearchi int atius ea fugitemporro bea rchi veliquiam quia et et vel im earibus volorem et, conseque prercid quam de por simagna tustiis dolorep tatios elestrum, voluptatem fugitemporro bearchi facea nos essequia quatus mi, simusam. Nissit es quaspel iscil iquam, et vel et labor mo exped ut officiam net, sin ped quiscipsantr.

Daerorro mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor re, ut voluptae volor ab is nessimus, sequatium, undigni maximil enda que repratur remporit volum int atius ea veliquiam quia et et vel im earibus volorem et, conseque prercid quam de por simagna tustiis dolorep tatios elestrum, voluptatem facea nos essequia quatus mi, simusam nimpore aut quibero es exerfer umenden dandero tem que nobisti atiam, offic temodia num qui quibus. Et quam doluptates corio. Ut exped qui dit, comnim aborehendus eat.

Arum dis arum am fugitemporro bearchi llorepudam, sita samus volectia sequi offic tempore hendani ber rore, ut essus aborument re minpell abo reheniet expel inus. Aximus similic test ped quame dolupta sperspe rchicaborrum niendeliatur molectur rem fuga. Daerorro mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor re, ut voluptae volor ab is nessimus, sequatium. Daerorro mo dolorat amustia nis que dolupta quid mod qui senimus ipietur, ut vel milliatemwImpor re, ut voluptae volor ab is nessimus, sequatium, undigni maximil enda que

League Article Subhead Goes Here

Insert League photo here

www.LeagueWebsite.org

membership@work | cuna.org 4

3rd Quarter, 2018 Reportyour League logo here

@workmembership

For more information on CUNA-League Membership, please contact {Insert your league contact information here} or Greg Michlig, CUNA Deputy Chief Engagement Officer, at GMichlig@cuna.coop or 608-231-4090.

Open Your Eyes to a Credit Union Focus on outreach and digital strategy

Things have been a swirl of activity of late—here are the highlights.

CUNA and the leagues are coordinating credit union outreach to raise funds and encourage participation.

On the communication front, we’ve developed a creative strategy and materials and they’re currently in production. A portfolio of these tools, including orientation webinars, are going out to our credit union partners. We’ve also chosen a media firm.

Finally, CUNA staff and media experts are hard at work developing a digital-first strategy to reach the right consumer at the right time with the right message.

We’re working hard to position credit unions as Americans’ best financial partners. Thanks for helping us get the word out.

Econ Update Member credit unions have access to an array of economic resources including complimentary forecasts, analyses, research and reports to help stay relevant in today’s changing economy. Visit cuna.org/economics to view the latest CUNA Economic Update video and CUNA Economic and Credit Union Forecasts.

By the NumbersCompliance Communities:

• 5 CUNA-League Compliance Communities

• 400+ credit unions

• 1400+ compliance-related challenges addressed

• 5300+ active users

CUNA Councils:

• 7,178 members—a new record!

• 191 credit unions have members in all 7 Councils! NRL FCU, Alexandria, Va. won our 2018 All-In Campaign, which recognizes credit unions that sign up at least one professional for each Council.

In Other NewsThe CUNA Small Credit Union Community surpassed 1,000 users this quarter. To celebrate, the 1,000th user received a subscription to Directors newsletter and a copy of the 2018-19 CUNA Small Credit Union Staff Salary Survey. Congratulations to this active and important group!

www.LeagueWebsite.org

membership@work | cuna.org 5

3rd Quarter, 2018 Reportyour League logo here