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Wednesday, April 18, 2012

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• State Participation• Credit Union Agreement Status• League Expectations

– Key goals– League Marketing Tracking Report/Scorecard

• What’s New– Enhanced GM Program– Sprint Business Referral Promotion– Sprint Employee Referral Promotion– Dell Back to School Campaign– GAC Sweepstakes Winner

• Updates & Reminders– TurboTax Follow-up– Sprint Addendums– Online Campaign– Herb Wegner Award

• 2012 LSC Communication Schedule

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Percent of IIA Participating Credit

Unions

GM PTD Sales as a Percent of Participating

Membership

Michigan 91% Arkansas 4.50%

Delaware 73% Vermont 2.34%

Nebraska 71% Louisiana 1.60%

Missouri 63% Texas 1.52%

Hawaii 60% DC 1.43%

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Percent of Sprint Participating Credit Unions

Credit Unions Added Year to Date 2011

Michigan 71% Louisiana 17

Hawaii 58% Ohio 16

Florida 51% Kentucky 10

Delaware 46% Florida 8

Idaho 42% GA, IL, MA 7

Check on the status of your credit unions with the League Reports at: http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html

Credit Unions

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Program Support Continues to Grow! What This Means for Credit UnionsQ1 2012 Growth 12/11 3/12 Increase Total Auto Sales # 467,874

Auto 2,617 2,649 32 $ ($28K/auto) $10,821,788,000

Sprint 1,560 1,677 117 CU Loans #, 260,639

Member Rewards 2,547 2,583 36 $ ($25K/Loan) $5,385,949,700

TurboTax (2011 TY) 955 1,060 105 Member Savings ($750/auto) $350,905,500

• Over 3,300 supporting credit unions!• Nearly 470,000 members have saved over $350M and generated over $5B

in new auto loans!• Over 1.3M members have saved over $179M with Sprint!

• Marketing– Web Banner – Booth at AC&E – Speaking opportunities for NBC’s, partners, etc. at AC&E’s, leadership events,

lunch and learns, webinars, etc.

• Communication Vehicles– Newsletters– E-mail– Call to action letter from League CEO– Website– Information displayed at League events

• Sales– Set up visits with targeted credit unions (NBC’s / League Reps)– Track contacts, sales and opportunities

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• A report to track league marketing and sales activities for IIA programs

– Sprint sales & marketing activity– IIA sales & marketing activity

• Updated by Leagues Quarterly• Available through NBC’s and on

the Partner Center in the LSC Resource Center

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Action Requested•Submit quarterly updates by the 15th of the month following the end of the quarter using the revised form•Updates to be completed on revised Excel Document•Updates to be sent to InvestinAmerica@CUSolutionsGroup.com

• Credit unions must enroll at either the Premium or Standard level by June 15, 2012

• Employee Pricing eligibility– CUs must enroll at the Premium level– GM will generate codes through an online form

• Form in process of being built and posted in the Partner Center• Form must be emailed back to GM (no faxing) • GM will email codes directly to eligible employees

• Escalations of concerns need to be directed to your NBC’s or Drew.Cook@cusolutionsgroup.com

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Promoting Number of CUs

Impressions 29

No Impressions 143

Grand Total 172

Credit Union Name MembersBanner

ImpressionsCity County CU 45001 43933The Tennessee CU 23467 35270Heritage FCU 40904 18054Florida CU 47629 13558Destinations CU 6462 12552Focus CU 11761 12340Aurora Schools FCU 7309 10371DCH CU 5702 8296Postal CU 44198 2862Fulda Area Credit Union 5566 2417Phoenix Pride Federal Credit Union 1356 2003

• 172 enrolled credit unions• Banner Impressions measure

Performance• Smaller CUs with higher

volume Impression have best placement

• 83% of enrolled CUs not promoting

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http://www.lovemycreditunion.org/GM-Program-League-Resources-794.html

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Enhanced GM Program SummaryPremium Standard

Credit Union Benefits Preferred Pricing Not compatible with GM subvented rate financing Employee pricing for credit union employees who own a

non-GM make vehicle Custom and general inserts/take ones Custom and general web banners Access to GM special offers Occasional GM email marketing services Lobby posters Email services from CUSG E-statement creative Newsletter articles and email messages copy Email templates Website and social media content Weekly emails of in-market members Loan links on GM microsite

Preferred Pricing Not compatible with GM subvented rate

financing General inserts/take ones General web banners Lobby posters Email services from CUSG E-statement creative Newsletter articles and email messages Email templates Website and social media content Weekly emails of in-market members Loan links on GM microsite

Credit Union Annual Marketing Requirements(January – December)

Complete any combination of two (one within first 6 months of enrollment and both annually thereafter):

• Include in quarterly statement inserts/E-statements• A direct mail/loan promotion piece • Conduct GM email marketing campaign

Complete all (annually or ongoing thereafter):• Promote through newsletter/website articles within first 6

months of enrollment• Utilize lobby materials within 60 days of enrollment• Place GM web banners or links on website home page and

loan page within 30 days of enrollment • Include consumer overview piece in Human Resources new

hire and employer group packets within 60 days of enrollment

Complete one (within first 6 months of enrollment) and annually thereafter):

• Include in quarterly statement inserts/E-statements

• A direct mail/loan promotion piece • Conduct GM email marketing campaignComplete all (annually or ongoing thereafter):

• Promote through newsletter/website articles within first 6 months of enrollment

• Utilize lobby materials within 60 days of enrollment

• Place GM web banners or links on website home page and loan page within 30 days of enrollment

• Current Sprint credit union business members referring other businesses will earn a prepaid Visa Debit Card valued at up to $750!

• Minimum 5 new Sprint line activations for $250, maximum of 75 new Sprint lines for $750

• Includes all the other discounts and benefits of the business member program

• Credit union announcement April 23, 2012• Program specific flyers developed and sent with presentation:

• Details at: http://www.lovemycreditunion.org/Sprint-Business-Referral-Program-809.html

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Promotional Offer (Program Period– Early May through July 31, 2012)•Provides a $50 Visa prepaid card for both the referring employee and referred co-worker who activates a new Sprint line, up to 5 rewards per employee•New account activation can include Phone, MBB, Netbook/Notebook or Tablet •This rewards program is in addition to the existing Sprint 10% discount and waived activation fee offer already available to employees

How it Works•The employee (referrer) will invite co-workers through a link on LoveMyCreditUnion.org, using the promotion code provided by Sprint•An invitation with a unique promotion code is then sent to the co-worker (referee)•Referee activates Sprint service and registers through a link on LoveMyCreditUnion.org with the unique promotion code presented in the invitation email•Referrer and Referee receive $50 Visa prepaid card within 6-8 weeks of activation

Marketing Tactics•Leagues to send out announcement e-mail and include in newsletter•HTML Email, Banners, Flyer and Paystub Inserts will be provided to credit unions

• May 1 through September 30, 2012 – 12-15 PC packages for students

– Lowest price plus $200 gift card

– Stackable with Dell Advantage

• Students, parents of students, teachers, faculty and school employees are eligible

• League help needed to solicit credit union support for e-mail messages, newsletters, etc.

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• Congratulations to:

• Board Treasurer John Jones wins a $250 Visa gift card for the winning entry

• Prize package for Robbins FCU to use in an exclusive marketing campaign including:• 2012 Chevy Sonic• Dell 14 inch XPS laptop with printer• Sprint package: iPhone 4S with 24-month

unlimited plan

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Reminder: Regular Tax Season Is Over, But TurboTax Discount Is Still Available for Extension FilersRemind credit unions that are enrolled in the TurboTax member discount programs should keep their TurboTax banners posted on their websites in their member discount and tax sections.

Update: Sweepstakes Performance and WinnersPreliminary results show that Promoters outperformed Non-Promoters by 28%, attributed to key marketing activities such as sending two emails to members.

Prize FI Name Winner Name City, State$15K Grand TBD TBD TBD

$500 First Pentagon FCU Margaret G. Warrenton, VA

$500 First Aloha FCU Mary B. Mililani, HI

$500 First General Mills FCU Jason J. Lakeville, MN

$500 First One Nevada CU Tracie H. N. Las Vegas, NV

$500 First Local Gov’t Employees FCU Stephanie W. Lenoir, NC

$500 First Reliant Community FCU Chris F. Marion, NY

$500 First Texans CU John L. Richardson, TX

$500 First TBD TBD TBD

$500 First TBD TBD TBD

$500 First TBD TBD TBD

TurboTax “This Way To $15K” SweepstakesSweepstakes Winners to Date. Grand Prize and remaining 3 First Prize winners TBD.

• 33 CUs remaining that need to submit the Sprint agreement addendum

• Registered letters will be sent to these 33 credit unions – They must respond by May 1, 2012– Non-responding CUs will be placed in the Non-Exclusive

participation level– Each league will receive a copy of the letter going to their CUs

• What does this mean to CUs and Leagues– CU’s marketing incentive will be reduced to 50% of full potential– This will affect the league’s year-end incentive

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• We will run two online campaigns consisting of display and search advertising – One campaign will be consumer focused, highlighting all of the

Invest in America products – One will be a Sprint business focus

• A mobile campaign will be run in conjunction with the online media campaign broken into two segments– One focusing on consumers: GM, Sprint, Dell and Shop America– One targeted to businesses: Sprint only

• These campaigns will begin running in May

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• 2012 NCUF Herb Wegner Memorial Award for Outstanding Program

• To view and link your site the award video go to:http://www.lovemycreditunion.org/Herb-Wegner-Award-Video-825.html

“Rarely has the Awards and Nominating Committee collective scored a program so high,” said NCUF Awards & Recognition Committee Chairman Bob Schumacher. “When you look at the numbers that support Invest in America’s efforts, the outcome is so overwhelming, it’s hard to grasp or comprehend all its immensity.”Source - http://www.ncuf.coop/home/events/wegner/winners/awards.aspx

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• League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*

– July 18, 2012– October 17, 2012

• Access Information

– Toll free: +1 (866) 816-1627– Conference ID: 1177265367

*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards