Download - Unite for Good: The League and You
T h e L e a g u e a n d Y o u .
Earlier this year when CUNA unveiled its “Unite for Good” campaign, it gave credit unions a plan for one national vision; something the industry has been lacking. For the LSCU & Affi liates,
it captured our philosophy in how we work
with all of you. We view everything we do
as a partnership with our member credit
unions, one voice for Alabama and Florida.
Unite for Good is the thread that sews the
fabric of who we are as a movement and
where we want to be in a decade.
When we look back on the year, we see
many examples of accomplishments that
would not have been possible without you .
The League provided a 10-percent dues
rebate at the end of the fi rst quarter. This
was the fi rst time it was ever offered in
Alabama or Florida. It was made possible
because of our effi cient operations and
increased affi liation, but also because
so many of you are using LEVERAGE
solutions and/or one offered by our
business partners. This best illustrates the
direct correlation between the success of
LEVERAGE and what we can do for credit
unions on the association side of the
organization.
Midyear we switched gears to focus
heavily on the Don’t Tax My Credit Union
initiative. This also illustrates how we have
evolved to better meet new challenges
quickly on behalf of our member credit
unions. Together, Alabama and Florida credit
unions have made more than 100,000
grassroots contacts to our congressional
delegations. Our unifi ed voice on this topic
is being heard loud and clear on Capitol Hill.
The League also didn’t limit this initiative
to affi liates. We work hard throughout the
year to reach out to non-affi liates and show
them how working together through the
CUNA/League system makes us all stronger.
The long-term success and sustainability
of LSCU & Affi liates comes from a strategic
partnership that involves all of us. As you
read through our Unite for Good: The LSCU &
Affi liates and You brochure, you will see that
your league and its affi liate organizations
are strong and growing. We couldn’t do it
without you. I look forward to your continued
affi liation and active participation in 2014
and beyond.
Sincerely,
Patrick La Pine, President/CEO
99% of credit unions feel the LSCU
understands their needs. This is a fi ve-percent increase from 2012.
Source: LSCU & Affi liates 2013 Members Survey.
Introduced new advocacy brands for each state. Understanding that all
politics is local, ACUA and FCUA brands will give credit unions a more recognizable identity in Montgomery and Tallahassee.
“The League of Southeastern
Credit Unions has been an
invaluable asset to our credit
union. We are celebrating our
50th year and I truly believe
we have been able to continue
in business for these many
years because of the support
of the LSCU. They are always
ready and willing to assist with
whatever our needs are. Being
from a small credit union with
only two full-time employees,
I consider them as
additional staff.”
—Michele Days, Manager, Sixth Avenue Baptist Federal Credit Union
99% of credit unions feel the LSCU
understands their needs. This is a fi ve-percent increase from 2012.
Source: LSCU & Affi liates 2013 Members Survey.
97% of credit unions say their
satisfaction with the League has improved or stayed the same. This is a fi ve-percent
increase in two years. Source: LSCU & Affi liates 2013 Members Survey.
Introduced new advocacy brands for each state. Understanding that all
politics is local, ACUA and FCUA brands will give credit unions a more recognizable identity in Montgomery and Tallahassee.
$310,000Dues rebate returned to member credit unions. This was the fi rst ever in Alabama and Florida.
Listerhill CU CEO Brad Green talks with CUNA CEO Bill Cheney during Cheney’s tour of Alabama and the Florida panhandle.
Don’t Tax My Credit Union
Amount raised to fight for the credit union tax exemption through the Cooperative Issues Campaign.
Contacts with lawmakers from credit union staff, directors, and members in Alabama and Florida asking them to
Don’t Tax My Credit Union.
117,664
97% of credit unions feel the LSCU
does an effective job advocating credit union issues to federal
lawmakers. This is a two-percent increase from 2012.
Source: LSCU & Affiliates 2013 Members Survey.
85,000Postcards delivered to federal
lawmakers in Washington, D.C. and in-district offices.
Over fifty credit union advocates traveled to Washington, D.C. in
September to bring the Don’t Tax My Credit Union
message to federal lawmakers.
“Suncoast believes that the ‘Don’t Tax’ issue is signifi cant, and
we needed the full force of the League’s advocacy team to
make a dent in the discussion. We are more than pleased that
they stepped in to make us all more organized in the effort.
Their monthly plan was exactly what credit unions needed.”
—Gary Vien, SVP, Suncoast Schools FCU
Amount raised to fi ght for the credit union tax exemption through the Cooperative Issues Campaign.
Contacts with lawmakers from credit union staff, directors, and members in Alabama and Florida asking them to
Don’t Tax My Credit Union.
117,664
85,000Postcards delivered to federal
lawmakers in Washington, D.C. and in-district offi ces.
LSCU & Affi liates have been a social media leader during the Don’t
Tax My Credit Union initiative.
LegislativeAdvocacy
99% of credit unions feel that
LSCU grassroots activities are important. This is a four-percent increase from 2012. Source: LSCU & Affiliates 2013 Members Survey.
Visits were made with House and Senate lawmakers
in Washington, D.C. and in-district. Many of those meetings included credit union advocates from Alabama and Florida.
The League, working with chapters and individual
credit unions, expanded legislative events in
Alabama and Florida by hosting roundtables,
legislative nights, credit union visits, etc.
League helped pass legislation in Florida to help expedite the foreclosure process
to ease the burden on credit unions.
Increased awareness of advocacy efforts through the hiring of PR Firm in Tallahassee. Received significant increase in earned media through
those efforts.
Held 3rd annual State Governmental Affairs Conferences.
The State GACs help credit unions
advocate a proactive legislative agenda
in Montgomery and Tallahassee,
while also building relationships with state lawmakers.
Florida Chief Financial Officer Jeff Atwater spoke at the Florida State GAC.
Azalea City Credit Union CEO Ola Anise (right) speaks with Rep. David Sessions (R-Mobile) during the Alabama State GAC.
Alabama State Sen. Bill Holtzclaw (R) (left) speaks with Rocket City FCU Director Larry Smith.
of credit unions feel the LSCU keeps them well informed of legislative and
regulatory issues of importance. This is a two-percent increase from 2012.
Source: LSCU & Affiliates 2013 Members Survey.
99% of credit unions feel that
LSCU grassroots activities are important. This is a four-percent increase from 2012. Source: LSCU & Affiliates 2013 Members Survey.
The League, working with chapters and individual
credit unions, expanded legislative events in
Alabama and Florida by hosting roundtables,
legislative nights, credit union visits, etc.
League helped pass legislation in Florida to help expedite the foreclosure process
to ease the burden on credit unions.
Increased awareness of advocacy efforts through the hiring of PR Firm in Tallahassee. Received significant increase in earned media through
those efforts.
“We count on LSCU for what I believe is the most valuable service they provide —
legislative advocacy and lobbying for credit unions. In today’s world of seemingly out of control
regulations and legislation, I cannot imagine how credit unions would survive without it!”
—Linda Cencula, president/CEO, Alabama Telco CU
99%
Azalea City Credit Union CEO Ola Anise (right) speaks with Rep. David Sessions (R-Mobile) during the Alabama State GAC.
Alabama Lt. Governor Kay Ivey speaks with Family Security CU Supervisory Committee Chairman Kenneth Livingston during the Leadership Development Conference.
Sen. Bill Nelson (D-FL) meets with credit unions during the CUNA GAC.
Rep. Steve Southerland (R-FL) speaks during the Tallahassee Chapter legislative night.
Regulatory Advocacyand Compliance Training Support
Facilitated state and federal examiner
meetings at State GACs, Annual Convention &
Exposition and Leadership Development Conference.
As part of the value of affiliation, distributed quarterly Custom
Performance Reports that show how credit unions
are performing in their peer asset size group.
“The League’s educational opportunities and compliance tools are
a tremendous benefit to our credit union. PolicyPro and the Custom
Performance Report have been particularly useful to us.” —Jo Alvis, assistant manager, COO, ACIPCO Federal Credit Union
20 Number of free compliance
trainings held across Alabama and Florida.
20,000Volume of League InfoSight
uses by Alabama and Florida credit unions. A free
compliance and model policy resource provided by
the League.
99%of credit unions feel
that Regulatory Affairs
is helpful in answering
my compliance and/or
operational question.
This is a three-percent
increase from 2012.
Source: LSCU & Affi liates 2013 Members Survey.
Held credit union meeting
with CFPB and NCUA board
members during the past
two Hike the Hill meetings
in Washington, D.C.
Facilitated state and federal examiner
meetings at State GACs, Annual Convention &
Exposition and Leadership Development Conference.
The League continues to fi nd opportunities to bring regulators
together with credit unions to discuss issues and build relationships on the
state and federal level.
League InfoSight and PolicyPro are free solutions provided to credit unions through value of
affi liation with LSCU & Affi liates.
LSCU & Affi liates President/CEO Patrick La Pine introduces NCUA Board Member Mike Fryzel during NCUA meeting at Hike the Hill.
CFPB Director Richard Cordray speaks with Alabama and Florida credit unions in Washington, D.C.
93%
Education and Training
of credit unions feel the LSCU provides them the education and training that satisfi es their needs. This is a fi ve-percent increase from 2012.
Source: LSCU & Affi liates 2013 Members Survey.
1,000Average number of attendees to the LSCU & Affi liates Annual
Convention and Exposition (AC&E) in Orlando. The AC&E is one of the largest credit union
conferences in the country.
708Number of participants in the
more than 100 webinar offerings from the LSCU & Affi liates.
The SAS Credit Union initiatives money has
been instrumental in the development and training
of my staff and myself. As a small asset credit union, we have very limited resources, yet with the assistance of
scholarship funds, we have been able to send staff to trainings and seminars to educate them and, in turn, better serve our members.”
—Tim Cannon, CEO, 1st CU of Gainesville
93%of credit unions feel the LSCU provides them the education and training that satisfies their needs. This is a five-percent increase from 2012.
Source: LSCU & Affiliates 2013 Members Survey.
1,000Average number of attendees to the LSCU & Affiliates Annual
Convention and Exposition (AC&E) in Orlando. The AC&E is one of the largest credit union
conferences in the country.
Number of credit union executives, CEOs, and directors that have been trained by the LSCU & Affiliates in 2013.
LSCU & Affiliates and CUES held the 2nd annual Credit Union Executive Dialogue
bringing together large asset sized credit unions to discuss
the long-term success of the industry.
Introduced a mobile app for signature education events to enhance the experience for attendees.
The SAS Credit Union initiatives money has
been instrumental in the development and training
of my staff and myself. As a small asset credit union, we have very limited resources, yet with the assistance of
scholarship funds, we have been able to send staff to trainings and seminars to educate them and, in turn, better serve our members.”
—Tim Cannon, CEO, 1st CU of Gainesville
The LSCU & Affiliates became an approved provider of Continuing Professional Education
(CPE) credits by the National Association of State Boards of Accountancy (NASBA) in March of 2013. Affiliated credit union staff and officials
have the opportunity to earn up to 141 CPE credits across various fields of study.
Cooperative InitiativesCooperative Initiatives
248Number of credit union
participants in 22 planning sessions performed by the
LSCU staff.
1,067Touch points with credit union directors and staff through training,
chapter programs, conferences, and workshops.
$45,176
Amount small asset size credit unions have used through the
LSCU SAS Initiatives account for a League or CUNA event,
product or service.
International Partnerships
Eight Costa Rican interns were hosted by credit unions
in Alabama and Florida through the International Credit
Union Leadership Program. It’s a partnership between the
World Council of Credit
Unions and the U.S. State
Department. Later in the
year, U.S. interns spent
a week in Costa Rica
learning about their credit
union system.
I cannot say enough GOOD things about the League and how resourceful you guys are. It would be very difficult for a small credit union
to function without the League.”—Wendy Bolton, CEO/manager, Montgomery VA Federal Credit Union
Cooperative Initiativesfocuses on meeting the
needs of LSCU’s members and providing resources to enhance their operations.
Integral parts of our member relations activities
are the Small Asset Size (SAS) Credit Union Program,
focused on consultative support to credit unions
under $50 million in assets, the ongoing development of our 19 chapters, and
enhancing the skills of our young leaders and future leaders through the Young Professionals Group (YPG).
Alabama Credit Union hosted Randall Chavarria, financial director at Coopebanpo Credit Union in Costa Rica.
U.S. interns visited the U.S. Embassy during their stay in Costa Rica.
100%of credit unions felt the LSCU staff communicates League
priorities. This is a six-percent increase from 2012.
Source: LSCU & Affiliates 2013 Members Survey.
248Number of credit union
participants in 22 planning sessions performed by the
LSCU staff.
1,067Touch points with credit union directors and staff through training,
chapter programs, conferences, and workshops.
$45,176
Amount small asset size credit unions have used through the
LSCU SAS Initiatives account for a League or CUNA event,
product or service.
LSCU facilitated the
Young Professionals
Group as it grew to
72 participants,
representing
42 credit unions.
The YPG meets
regularly and has
begun taking on
service projects.
LSCU Young Professionals Group tours All Children’s Hospital in St. Petersburg.
Southeastern Credit Union Foundation
Launched the FiCEP (certifi ed fi nancial counselor training program) with
47 representatives from 17 credit unions earning their Credit Union Certifi ed Financial
Counselor designation
Acquired a mobile branch, which was donated by Pen Air FCU, that is available during times of disaster.
Over $490,000 raised for Children’s Miracle Network Hospitals in Alabama and Florida.
SECUF assisted
credit unions
and chapters
in receiving
$101,960
in CO-OP Miracle
Match Funds
$37,775Amount of professional development grants awarded to
35 credit union employees and volunteer leaders.
“Thank you to the SECUF for the generous scholarship for City and Police FCU. The AC&E was great and I came away with a tremendous amount of material and motivation. I look forward to attending future conventions.”
—Aaron Logue, CEO, City and Police FCU
SECUF assisted
credit unions
and chapters
in receiving
$101,960
in CO-OP Miracle
Match Funds
Credit union and League
eventsprovide valuable support
to the Southeastern Credit
Union Foundation and its
primary programs. Through
the donations, pledges and
various golf outings, funds
are raised to provide credit
unions grants for financial
education training and
professional development
scholarship programs.
Working with credit unions to implement
student-run credit union branches. This not only
teaches financial education to the students but reaches the next generation of members.
Naheola CU CEO Mark Johnson putting in one of the League’s golf outings to benefit the Southeastern
Credit Union Foundation.
Communications
Introduced eSignal Daily e-newsletter to replace weekly e-newsletter. The eSignal Daily gets information to credit unions quicker and cuts down on the number of communications from the League.
Signal magazine was named Best
Association Magazine for the third straight year by the Hermes
Creative Awards.
“At Alive Credit Union, we know we can count on the League as a resource for information
regarding our industry and peers. With a variety of communication methods, such as
the eSignal newsletter and regular in person visits, the LSCU keeps us informed. We
also appreciate the cooperative efforts, like the Better Name For Banking campaign, to
continue to raise awareness about the credit union movement.”—Kristin Madole, vice president, communications, Alive Credit Union
85% of credit unions feel the
LSCU website is valuable. This is a 14 percent increase
from 2012. Source: LSCU & Affi liates 2013 Members Survey.
of credit unions feel the
LSCU keeps them well-informed. This is a three-percent increase
from 2012. Source: LSCU & Affi liates 2013 Members Survey.
2.5 million Potential readers, viewers, and listeners were reached through the LSCU proactive media relations. This included stories in the
Birmingham News, Miami Herald, and South Florida Sun Sentinel.
3,500Number of times LSCU multimedia was accessed
by credit unions in 2013. This included videos from the CUNA GAC, State GACs, and LEVERAGE product videos.
“At Alive Credit Union, we know we can count on the League as a resource for information
regarding our industry and peers. With a variety of communication methods, such as
the eSignal newsletter and regular in person visits, the LSCU keeps us informed. We
also appreciate the cooperative efforts, like the Better Name For Banking campaign, to
continue to raise awareness about the credit union movement.”—Kristin Madole, vice president, communications, Alive Credit Union
85% of credit unions feel the
LSCU website is valuable. This is a 14 percent increase
from 2012. Source: LSCU & Affi liates 2013 Members Survey.
of credit unions feel the
LSCU keeps them well-informed. This is a three-percent increase
from 2012. Source: LSCU & Affi liates 2013 Members Survey.
2.5 million Potential readers, viewers, and listeners were reached through the LSCU proactive media relations. This included stories in the
Birmingham News, Miami Herald, and South Florida Sun Sentinel.
$100,000Amount of chapter support from LEVERAGE and
CUNA Mutual Group. This helped to pay for chapter events and meetings across Alabama and Florida.
LEVERAGE held a series of Human Resource Networking meetings for CEOs and HR professionals
in Alabama and Florida. Approximately 50 HR professionals attended networking meetings in
Birmingham, Jacksonville, Tampa, and Miami. LEVERAGE is working with credit unions to share information about
healthcare costs, employee compensation, and recruiting.
(LEVERAGE) is an alternative that needs to be looked at by every
institution. I’m not going to say they have every product but you should look at the products they do have. You need to be able to say I’ve investigated it at the very least. Many times this is going to be the low cost,
high service alternative you need for your institution.”
—Pat Mason, CEO, SUN CU
Your Advantage
LEVERAGE offers credit unions best-in-class solutions through a variety of products and services. When a credit union purchases a product through
LEVERAGE it has a direct correlation to the level and quality of services the League provides its member credit unions. The long-term sustainability of the LSCU & Affiliates is clearly dependent on a strong
and profitable LEVERAGE.
$110,000 Amount returned to Alabama and Mississippi credit unions from LEVERAGE’s CO-OP patronage dividend.
$45 million Amount of claims CUNA
Mutual paid to credit unions and Alabama and
Florida members in the last year.
$2.2 million Amount of
reimbursements to the LSCU & Affiliates from CUNA Mutual
Group which allows the League to offer value of membership solutions
such as the SAS Initiatives account
and PolicyPro.
CU Audit and Compliance Group is coming in 2014. It will give Alabama and Florida credit unions access to expanded auditing services,
as well as opinion audits.
99% of credit unions feel
LEVERAGE is a trusted business partner. This is a five-percent
increase from 2012.
Source: LSCU & Affiliates 2013 Members Survey.
$100,000Amount of chapter support from LEVERAGE and
CUNA Mutual Group. This helped to pay for chapter events and meetings across Alabama and Florida.
1,000 Number of vendors in the
CUVM and Ventelligence
contract management
database that have various
levels of critical due diligence
information, corresponding to
appropriate risk ratings. This
gives credit unions the peace
of mind that LEVERAGE has
done the work for them
before signing a contract.
(LEVERAGE) is an alternative that needs to be looked at by every
institution. I’m not going to say they have every product but you should look at the products they do have. You need to be able to say I’ve investigated it at the very least. Many times this is going to be the low cost,
high service alternative you need for your institution.”
—Pat Mason, CEO, SUN CU
I may be the marketing person or the teller and sit out front and answer
the phone, if that’s what’s necessary. So, to be
able to trust somebody (LEVERAGE) and know
when you ask them to do something for you that they’re devoted to you and they are going to
do exactly what you ask them to do to the best of their ability makes those relationships invaluable.”
—Jane Boysen, CEO, Alabama Rural Electric
CU Audit and Compliance Group is coming in 2014. It will give Alabama and Florida credit unions access to expanded auditing services,
as well as opinion audits.
Florida Credit Union Association
Alabama Credit Union Association
FLORIDA OFFICE
3692 Coolidge Ct.
Tallahassee, FL 32311
ALABAMA OFFICE
22 Inverness Center Parkway, #200
Birmingham, AL 35242
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For more information on affi liation with the LSCU, contact LSCU VP, Cooperative Initiatives Laura Vann at 866.231.0545 ext. 2181