CUES Announces Charles E. Fagan, III, as New CEO
Will take helm January 3

Inside Marketing: Cooperative Spirit
Vancity’s Make Good Money™ brand focuses on Cooperative Principle 1

Facility Solutions: Growth Through Branching or Merger?
Costs to consider and questions to ask yourself

Are Your Members Going Elsewhere?
How to keep them engaged in their credit union through PFM

Beware the Laser
This practice can mean high costs for employers that self-fund health insurance

Need to Know: ERISA
How it affects the self-funded credit union

Credit Union Management Featured Article

Tech Support
Board technology objectives should be better governance and decision-making.

View a preview of Credit Union Management’s October digital edition.

CUES, CUES Director and CUES Supplier members, as well as subscribers to Credit Union Management, can access the complete digital version of our October issue by logging in at cumanagement.org and then clicking the rotating magazine icon. Email cues@cues.org for password help. Or, to sign up for a handy monthly email with direct links to top articles, email mary@cues.org.

From our Sponsor

Avoiding the Disaster Within a Disaster
Three ways to prevent a bad situation from getting worse

CUNA Mutual Group is the marketing name of CUNA Mutual Holding Company, its affiliates and subsidiaries. Our insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual Group's vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight.

Member Resources

Member and Visitor Conduct Policy: Rocky Valley Federal Credit Union has shared its policy designed “to protect the credit union's facilities, employees, and other members from threats or acts of violence, harassment, intimidation and other disruptive or abusive behavior (“abusive conduct”) by members, vendors or visitors on credit union premises or while conducting credit union business” in CUES Members Share (password required; email cues@cues.org for assistance). Follow the link and select “Member Services” from the pull-down menu.

Review all your member benefits.

Blog: 1970 Stein Connects CUES to its Past: Read this CUES Skybox blog post for a fun story about how an vintage piece of CUES memorabilia found its way back home during CUES’ 50th anniversary year!

CUES will be celebrating its 50th anniversary and Fred Johnson's retirement at CEO/Executive Team Network, Nov. 4-7 in Florida. It's not too late to register to be part of it!

Retreat to a Knowledge Oasis
CUES’ Directors Conference, Dec. 9-12, Palm Desert, Calif., covers the subjects you need to strengthen your board. Topics include governance, strategy, finance, CEO relations, risk management, committees and advocacy. Register now—rates increase $300 after Oct. 26.

Cool App: The Memeo Connect Reader app automatically syncs with Google Docs to keep your documents up to date. You can view all your Google Docs files including MS Office, Apple iWorks & PDF documents--even view photos and videos.

CUES Councils: Find a local meeting in your area by using the CUES Council map. Two council events are planned this fall.

CUES New England Council Meeting
Oct. 29
Westborough, Mass.

CUES Alabama Council Meeting
Nov. 8
Columbiana, Ala.

We Find the Hard to Find

Spotting executive talent doesn’t have to be tricky. Just turn to CUES Executive Search in Partnership with JMFA ESG. JMFA ESG offers retained and contingency-based searches, and can help you whether you need to fill permanent, temporary, or contract-to-hire positions. Now through the end of 2012—save 20.12% on any search. Learn more now.  

Member News:

Honored: Consumers Credit Union, Kalamazoo, Mich., has been selected as a 2012 Best & Brightest™ Wellness Champion and one of Michigan’s Healthiest Employers. The Best & Brightest Wellness Champions highlights 35 Michigan companies that encourage a culture of wellness, and those that plan, implement and evaluate efforts in employee wellness promotion. Michigan’s Healthiest Employers award recognizes organizations committed to creating a healthy workplace. The award, from Crain’s Detroit Business in partnership with MiBiz and Priority Health, distinguishes companies throughout Michigan whose policies, programs and culture create healthy employees and workplaces. The CU has seven CUES members as part of its CUES Executive Group Membership.

Community Involvement: Genisys Credit Union, Auburn Hills, Mich., and 96.3 WDVD recently teamed up to promote the Genisys Credit Union Cash for Kids Contest targeting parents who want to educate their children about financial responsibility. The CU gave away $1,000 to support one lucky winner’s favorite non-profit youth program, club or association, which was the Killer Bees #33 Robotics Team at Notre Dame Prep. The CU has three CUES members.

To show appreciation and provide added value to its members, GTE Financial hosted its second annual “Memberfest” at its headquarters on Oct. 20. The event included:

• family-friendly activities, prizes, music, food and refreshments;
• the opportunity to meet CU representatives from every department;
• financial education opportunities about retirement, virtual banking, credit theft and home buying;
• free computer check-ups from GTE’s Techs on Tour;
• free document shredding;
• the opportunity to meet Tampa Bay Lightning celebrities;
• and an electric car giveaway to one of four GTE Home Loan contest finalists.

The CU, in Tampa, Fla., has three CUES members.

Heritage Community Credit Union, Sacramento, is holding a Holiday Food Drive from Oct. 1 through Dec. 31 to benefit the Cordova Community Food Locker. The CU has four CUES members as part of its CUES Executive Group Membership.

San Diego County Credit Union, San Diego, is returning as the presenting sponsor of the 22nd annual Port of San Diego Big Bay Balloon Parade. San Diego County CU has supported this event for the past 10 years. The CU has three CUES members.

Tinker Federal Credit Union, Oklahoma City, Okla., has awarded travel vouchers to 17 college students through its Win Your Break promotion. One grand-prize winner received a $2,000 voucher for travel expenses and 16 others received $500 vouchers. The promotion ran from Aug. 1-Sept. 15 and was open to full-time college students ages 18 and over. The CU has nine CUES members as part of its CUES Executive Group Membership.

Twenty-one community leaders, professionals, and teachers kissed a pig at TruMark Financial Credit Union’s Second Annual Kiss-a-Pig Financial Literacy Fundraiser. Monies raised will support area schools in efforts to teach personal finance. Over the past three months, participants secured sponsors and donations to raise $35,000, more than double the amount raised last year, for the opportunity to kiss a pig in support of financial literacy. The CU, in Trevose, Pa., has one CUES member.

CUES Supplier Member News: CO-OP Financial Services, Rancho Cucamonga, Calif., and the SHAZAM Network have signed an agreement that will allow members of participating credit unions to access surcharge-free and shared deposit ATMs nationwide.

Read more—and submit your own--CUES member news.

CUES Calendar

Free! Webinar: ERM Fundamentals for Credit Union Risk Managers & Executives

12:30-2 p.m. Central

Oct. 17 

CEO/Executive Team Network
Nov. 4-7
Palm Beach, Fla.

Directors Conference
Dec. 9-12
Palm Desert, Calif.

CUES Symposium: A CEO/Chairman Exchange
Feb. 3-7
Wailea, Maui

Execu/Summit®
March 10-12
Snowmass Village, Colo.

CUES Advanced School of Business Lending™

March 11-15

Miami

Credit Union Executive Dialogue

March 14-15

Miami

CEO Institute I: Strategic Planning
University of Pennsylvania, The Wharton School
April 7-12

CEO Institute II: Organizational Effectiveness
Cornell University, Johnson Graduate School of Management
April 21-26

CUES School of Product and Channel Management™
April 29-30
Embassy Suites Downtown Chicago

CUES School of Business Lending - School I
April 29-May 3
Embassy Suites Downtown Chicago

Check out all the upcoming CUES and CUES Council events.