Q1 2015 Update MCUL & Affiliates Dave Adams, President & - - PowerPoint PPT Presentation

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Q1 2015 Update MCUL & Affiliates Dave Adams, President & - - PowerPoint PPT Presentation

Q1 2015 Update MCUL & Affiliates Dave Adams, President & CEO Dave.adams@mcul.org 1 Top Goals: MCUL & CUSG Click to edit Master text styles Remove Barriers Second level Click to edit Master title style Both at


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Q1 2015 Update MCUL & Affiliates

Dave Adams, President & CEO Dave.adams@mcul.org

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Top Goals: MCUL & CUSG

▪ Remove Barriers – Both at State and Federal Levels ▪ Promote the Credit Union Difference ▪ Provide Solutions for Service Excellence

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Removing Barriers - Federal

MCUL and CUNA work together as a team to preserve the strength of Credit Unions and to help them prosper by working to reduce regulatory burden and to enhance charters. Working together, MCUL & CUNA work to: 2015 Federal issues

  • Protect Credit Union Tax Exemption
  • Reduce Regulatory Burden
  • Shift Responsibility for Card Data Breaches
  • Defend Credit Unions’ Place in the Financial Services

Industry

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State Issues – Skilled Trades

  • Gov. Rick Snyder on Skilled Trades
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WHAT CAN YOU DO

▪ Attend AC&E – June 4-6, Traverse City (Advocacy Day – Thursday, June 4, 2015) ▪ Attend Executive Summit - September 16-18, Bay Harbor ▪ Help Us With Advocacy

– Government Affairs Conference, April 21-22, Lansing – Legislative Breakfasts/Lunches – Legislator Networking

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Promoting the CU Difference

  • CU Link: the best cooperative advertising program in the

nation

  • Credit Unions continue to be supportive

– $1.1 million contributed in 2014 – 55 Credit Unions integrated with the CU Link media – Make your contribution today!

  • 2015 Timeline

– Search advertising runs January through December – TV/Radio to kick off during March Madness – Digital/outdoor tactics start in spring – Look for sneak peak of 2016 at AC&E

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Promoting the CU Difference

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How You Can Help

  • Be a Full Share Participant in the CU Link Program
  • Fully integrate your Credit Union’s marketing with the

CU Link Program

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Education Resources

Key 2015 Education Events:

  • Spring Leadership Development Conference

March 20-March 22

  • Annual Convention & Exposition

June 4-June 6

  • Fall Leadership

Development Conference

  • Sept. 11-Sept. 13
  • Executive Summit
  • Sept. 16-Sept. 18
  • People & Performance Institute
  • Oct. 1-Oct. 2

AC&E Highlights

Spring Leadership Development heads to Soaring Eagle Resort

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Information Resources

Information Resources:

  • Redesigned Website – Keep up with news,

events, issues at mcul.org

  • CUBE TV – Informational and

educational videos on demand

  • Publications – Stay informed through Monitor, Priority

Report and SAS Gazette e-newsletters plus Contact magazine

  • More Information Sources

– League InfoSight – Compliance Helpline – CUNA industry reports – Filene reports

  • 800-262-6285
  • ext. 193

Compliance Helpline

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Service Excellence – Solutions

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CU Solutions Group provides a wide range of solutions tailored to the unique needs of Credit Unions nationally and in Michigan.

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Membership Enhancements

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Offering award-winning national rewards programs with large corporate partners to help Credit Unions build loyalty, increase vehicle loans and credit/debit card usage, and generate non-interest income. Core Solutions GM Credit Union Member Discount

Whether a Credit Union member is buying or leasing, they can get discounts on new eligible Chevrolet, Buick and GMC vehicles - in addition to current incentives and special

  • ffers.

Sprint Credit Union Member Discount

Credit Union members receive exclusive Sprint monthly service discounts, waived upgrade and activation fees for both personal and business lines.

Turbo Tax Online Credit Union Member Discount

Our program makes filing taxes easy and affordable for Credit Union members by offering deep discounts on all TurboTax products..

Credit Union Auto Club

Significant savings for Credit Union members on a wide range of roadside assistance services and

  • ther travel-related

benefits, offering members a strong alternative to AAA.

157,224 Members 895 CUs - Nationwide 136 CUs – Michigan 1.45M Members 1,966 CUs - Nationwide 228 CUs – Michigan 217,000 Members 1,453 CUs - Nationwide 173 CUs - Michigan 2,955 Members 720 CUs - Nationwide 126 CUs - Michigan

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Membership Enhancements

Other Solutions Love to Shop

Members receive cash back for every purchase at over 1,500 online retailers

DIRECTV

Members save over $200 with new DIRECTV service

ADT

Members receive a free monitored home security system valued at $850, plus $425 in additional equipment

CMG TruStage

Members save an average of $428 with the auto & home insurance program

Under Consideration Additional Auto Partners (i.e., Ford, Chrysler, and new luxury brands) Improved Holistic Mobile App for Love My Credit Union Rewards and new Big Data strategies

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Membership Enhancements

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Love my Credit Union Rewards

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Call to Action

  • Take Advantage of CU Solutions Group offerings!

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Top Goals: MCUL & CUSG

▪ Remove Barriers – Both at State and Federal Levels ▪ Promote the Credit Union Difference ▪ Provide Solutions for Service Excellence

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Q1 2015 Update MCUL & Affiliates

Dave Adams, President & CEO Dave.adams@mcul.org

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