1. society
2. work
3. unions

indiana credit union league
ignite Presentations
…pg. 4
ICUL Convention Chronicle
October 4, 2012
Wednesday Photo Gallery
…pg. 12 & 13
League names Congressmen Andre Carson and Marlin
Stutzman as Outstanding Hoosier Legislators
The Indiana Credit
Union League has
named Congressmen
Andre Carson, who
represents Indiana’s 7th
Congressional District,
and Marlin Stutzman,
who represents Indiana’s 3rd Congressional
District, as Outstanding Hoosier Legislators
for 2012. The award is
given each year during the League’s annual
convention to honor
legislators who have
gone the extra mile to
support Indiana’s credit
unions and their 2.2
million members. This
year’s convention was
held Oct. 3-5.
Since joining Congress
in early 2008, Carson
has proven to be a very
strong credit union
supporter. As a member
of the House Financial
Services Committee, he
has been very interested
in credit unions’ perspectives on the critical
issues that have come
before the committee.
For the third time, Congressman Carson signed
on as a co-sponsor of
important legislation
that would help create jobs by increasing
the limit on loans that
credit unions can make
to small businesses.
Carson has strong relationships with the credit
unions in his district
and understands the
important role credit
unions play in their
communities.
Stutzman also has
become a strong
credit union supporter since joining
Congress in late
2010. Beginning
early on, Congressman Stutzman has
met on many occaRep.
Rep.
Andre Carson Marlin Stutzman
sions with credit
unions in his district and in Washington, With the many challenging issues being
D.C. and has been willdiscussed in Congress,
ing to voice support for
Indiana’s credit unions
credit unions on difficult issues include debit have the support of
these two leaders. They
card interchange caps
both support increasing
and member business
the cap on credit union
lending. Congressman
Stutzman is a cosponsor small business lending
and they are willing
of H.R. 1418 that would
to take a stand on this
increase the credit
union member business legislation that will help
create jobs in Indiana
lending cap.
communities.”
For wi-fi Internet access in Convention meeting rooms: Connect manually to wireless network titled
“JWMarriott-MEETING”. JW Marriott Indianapolis page will appear.
Click on “Connect”. Click button for “I have a passcode.” Enter passcode “ICUL2012” and your name.
Accept Terms of Service.
Access in other areas of the hotel is handled differently.
MAKE PLANS NOW TO JOIN US FOR
CONVENTION 2013
September 25-27
JW Marriott Indianapolis
page 2
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
HELPS YOUR CREDIT UNION
CREATE A BRIGHTER FUTURE
Servicecorp offers affordable products by combining credit union
volume in order to negotiate better pricing. Products include
credit and debit card processing, share drafts, insurance, theme
park tickets, overdraft privilege, and more.
For more information, visit our booth inside the Exhibit Hall, or
go to www.servicecorp.com.
VISIT THE SERVICECORP BOOTH IN THE BACK OF THE EXHIBIT HALL.
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
page 3
Convention Committee brightens up event
The work of the League’s
Convention committee throughout the year
makes this three-day
event one to remember
for credit union representatives, vendors and
friends. This group is responsible for everything
from the overall theme
to the myriad of details
that help attendees make
the most of their experience. Convention Com-
mittee Chairman Frank
Gulley of Afena FCU
leads this group. Special thanks go to each of
these committee members and to their credit
unions for making them
available
to work on
the League’s
78th Annual
Convention.
(From left)
League Vice Chairman/
Convention Committee
Chairman Frank Gulley,
Afena FCU
Jo Thomson,
Taper Lock CU
Paul Obermeyer,
AAA FCU
Karla Salisbury,
KEMBA CU
Lamoura Munse,
Indiana Members CU
Jeff Sikora, PrimeTrust
Financial FCU
Nan Morrow, Centra CU
Dave Abernathy, Via CU
Ruth Jenkins,
Heritage FCU
Ron Mazur,
Chiphone FCU
Terri Wildrick,
Energy Plus CU
Dave Fleming, Union
Baptist Church FCU
Registration and Information Center Hours
The Registration and Information Center is your
source for all sorts of
Convention information.
This is where you’ll find
a message board and a
list of door prize winners
that is frequently updated, and you can inquire
about space that might be
available for some of this
year’s ticketed events.
Thursday
8 a.m. – 5 p.m.
Griffin Exhibit Hall Foyer
(2nd floor)
Friday
7:30 – 11 a.m.
Griffin Exhibit Hall Foyer
(2nd floor)
5:45 – 8 p.m.
White River Ballroom
Hallway (1st floor)
TODAY’S EDUCATION SESSIONS
A.M. Session Only! Meeting the Leadership Challenge: Developing Employee Engagement
Speaker: Bodine Balasco
Time: 11 a.m. (Morning only)
Room: White River Ballroom F-J
Changing Trends in Executive
Compensation
Speaker: John Moreno
Time: 11 a.m. & 3:15 p.m.
Room: White River Ballroom A
Enterprise Wide Risk
Management
Speaker: Joe Ghammashi
Time: 11 a.m. & 3:15 p.m.
Room: White River Ballroom B
Green financial facilities and
the new ECOnomy: challenges,
opportunities and strategies for
credit unions
Speaker: Bob Saunders
Time: 11 a.m. & 3:15 p.m.
Room: White River Ballroom C
Economic Update
Speaker: Kevin Chiappetta
Time: 11 a.m. & 3:15 p.m.
Room: White River Ballroom D
Reinvesting in the community
while benefiting the credit union:
Award-winning examples
Speaker: Panel
Time: 11 a.m. & 3:15 p.m.
Room: 103/104
BSA for Volunteers: Update on
Bank Secrecy Act
Speaker: Dave Hawkins
Time: 3:15 p.m. (Afternoon only)
Room: 205
NCUA’s Town Hall Webinar
Time: 3 p.m. (Afternoon only) • Room: White River Ballroom E
page 4
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
ignite showcase, booth feature 2012 innovations
During a showcase on
Thursday morning,
working group members
from the League’s ignite
initiative will explain the
innovations they have
been working on since
forming their groups last
winter. The showcase
will be presented immediately following the
keynote address, starting
at 9:45 a.m. in the White
River Ballroom F-J on
the 1st floor. The Thursday morning showcase
is made possible by the
sponsorship of Alloya
Corporate FCU.
Information about ignite
and this year’s innovations (see box at right)
will also be available in
the Exhibit Hall. Stop by
Booth #47 to meet this
year’s igniters and learn
more about their projects.
Those interested in applying to become part of
the ignite working groups
can pick up an application at the booth as well.
ignite TEAMS & INNOVATIONS
5TH DEGREE
Group members: Tara Holloway, Teachers
CU; Brett Rinker, Industrial FCU; Bridgetta
Bullock, Finance Center FCU; Courtney Keeler, FORUM CU; Michael Pence, KEMBA CU
Name/Description of Innovation: Standardized education and marketing items for
several member milestones, beginning with
buying a home.
GREASED LIGHTNING
Group members: Clinton Miller, General CU; Jackie Hofman, Purdue FCU;
Elaine Rinehart, Eli Lilly FCU; Raine Lee, Vigo County FCU
Name/Description of Innovation: Partnership with AutoTrader to include
trade-in marketplace and limited-time redeemable cash value vouchers for
members, and dealership relationship building for credit unions.
CHANGINATORS
Group members: Catrina Tate, Teachers CU; Stacy Lengacher, Crane FCU;
Lynette McClusky, Heritage FCU; Karen Houser, Natco CU
Name/Description of Innovation: Large-scale walk/run to raise funds for
credit union causes.
@C3
Group members: Chris Smith, Interra CU; Amanda Middleton, Finance Center FCU; Cindy Crowley, Heritage FCU; Craig Dauksas, Members Choice FCU
Name/Description of Innovation:
Automated onboarding for new members.
2nd Annual Commemorative
Christmas Ornament
Available for donors at the
$20* level and higher
*Direct Contribution or ACH automatic deduction
The Foundation has been designated as a 501(c)(3) tax exempt organization by the IRS, so contributions are tax
deductible for most individuals. Consult your tax advisor if there are any questions.
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
page 5
You can still attend ticketed events
It’s not too late to purchase your tickets to
attend the ICUPAC
Luncheon, which will be
held Friday at 12:15 p.m.
in the White River Ball-
room E on the 1st floor, or
the Chairman’s Awards
Banquet, which will be
held Friday evening at 6
p.m. in the White River
Ballroom F-J. A limited
number of tickets are
available at the Registration and Information
Center. (See article on
page 3 for booth times
and locations.)
Tickets for the ICUPAC
Luncheon are $65 per
ticket and Chairman’s
Award Banquet tickets
are $99 per ticket.
FRIDAY EDUCATION SESSIONS
Don’t miss these sessions tomorrow!
Awash in a Sea of Liquidity:
You Can Build a Solid Credit
Union Investment Portfolio
Speaker: Ed Meier
Time: 9 a.m. & 2:15 p.m.
Room: White River Ballroom A
Managing compliance issues at
your credit union
Speaker: Panel
Time: 9 a.m. & 2:15 p.m.
Room: 101/102
Political Involvement success
stories
Speaker: Panel
Time: 9 a.m. & 2:15 p.m.
Room: 209
Lifestyle Session:
Extreme Couponing
Speaker: Amber Yowler
Time: 9 a.m. & 2:15 p.m.
Room: 205
Strategic Lending - Put an End
to Order Taking!
Speaker: Pierre Cardenas
Time: 9 a.m. & 2:15 p.m.
Room: White River Ballroom B
Let US put our strength, expertise and integrity to work
for you and your business.
NATIONAL
CORRESPONDENT &
WHOLESALE LENDING
DIVISION
JOE GRIFFIN
Account Executive
859.806.3323
[email protected]
JOHN RECTO
Account Executive
734.395.6644
[email protected]
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VISIT US AT BOOTH #51
page 6
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
Bodine Balasco is keynote speaker
The keynote speaker
at Convention 2012 is
Bodine Balasco. Bodine
has established himself as
one of the country’s most
knowledgeable business
speakers, known for his
combination of valuable
content, interactive style,
uplifting energy, and
humorous storytelling.
His academic training,
multifaceted background,
and years of research
have given him an
extraordinary knowledge
of human behavior and
strategies for success.
Many of his Fortune
100 clients have attested
that he delivers these
insights with an energy
that makes his message
unforgettable and
makes learning exciting,
productive, and fun.
Bodine’s address is all
about what it takes to
create member value and
strengthen relationships
with each and every
member contact. He will
help you realize that
it is not inspirational,
it’s operational. Your
success depends on
two primary benefits of
creating loyal members:
member retention and
business referrals.
In his entertaining
presentation, Bodine will
share modern service
principles, important
work-culture values and
technical strategies for
creating consistently high
levels of
excellent
service. A
consistent
devotion
to truly
serving
the
member Bodine Balasco
at every
point of member contact
will allow you to retain
the members you have
and obtain a steady
stream of new referrals.
Indianapolis Star Political
Columnist Matt Tully to
address ICUPAC Luncheon
Attendees at Friday’s
Indiana Credit Union
Political Action Committee (ICUPAC) Luncheon will be treated
to the latest political
analysis and commentary from Indianapolis
Star Political Columnist
Matt Tully. Matt has
covered government
and politics for 20 years
starting his career at the
Gary Post-Tribune and
then as a Capitol Hill reporter for Congressional
Quarterly. He returned
to Indiana to cover City
Hall and politics for the
Star in 2002 and became
the paper’s political
columnist in 2005.
In addition to hearing
from Matt Tully, ICUPAC will hold the drawing for its annual raffle.
The
grand
prize
for this
year’s
raffle
will be
Apple’s
new 3rd
Matt Tully
generation iPad. Additional
prizes will include two
$100 VISA gift cards
as well as three packages of collector coin
sets. Raffle tickets can
be purchased at the
ICUPAC booth as follows: 1 ticket for $5,
5 tickets for $20, 15
tickets for $50, and 50
tickets for $100. You do
not have to be present
at the Luncheon to win.
Please stop by the booth
to support ICUPAC and
have a chance to win!
VISIT US AT BOOTH #33
CreditUnionTimes
Trusted News for Credit Union Leaders
OCTOBER 3, 2012 | VOL. 23 | NO. 38 | CUTIMES.COM
Must Reads
FRAUD
Vigilance Urged on Scams
From rings of alleged thieves working together with an auto dealership and a police officer to get
loans to buy cars to an equity skimming scheme used to buy luxury
items, over the past few months,
credit unions have been bilked in
cases that end up costing millions
of dollars in losses.
Fighting fraud has become such
a top priority that 58% of 200 credit
unions and banks said they will increases resources to thwart criminal activity, according to BankInfoSecurity’s 2012 Faces of Fraud
survey. This is up from 34% in 2010.
Another 17% said they plan to
spend between 10% and 20% more
than they did last year.
Over the summer, cases involving auto and business loan scams
seem to hit credit unions especially
hard. In August, credit unions and
other lenders were among those
allegedly defrauded out of $16 million in a case involving the sale of
and leaseback of several businesses, including Jiffy Lube stores, in
four states.
Andrew Brosnac, 47, of Keller,
Texas and Samuel Pearson, 47, of
Hanover, York County, Pa., were
allegedly able to get financing and
commercial loans from Indiana
First Savings Bank, Bank of the
West, the $1.1 billion California
Credit Union in Glendale, Calif.,
the $2 billion Travis Credit Union
in Vacaville, Calif., and the $550
million Great Lakes Credit Union
in North Chicago, Ill., for investors to purchase the properties and
then used other companies controlled by Brosnac and Pearson to
lease and operate the properties
for investors.
Brosnac allegedly provided investors and lenders with false and
fraudulent financial infor-\27
TECH CU
REGULATION
Members Squash Bank Bid
Departures
Ripen
NCUA for
Change
DAVID MORRISON
[email protected]
embers of Technology Credit Union
voted to reject a
proposal to convert
their institution to a mutual bank.
According to a member of the San
Jose, Calif., $1.6 billion nearly 18,000
members voted in the balloting, with
approximately 4,000 voting in favor
of the proposal to become a mutual
bank and 14,000 voting against. The
credit union has about 70,000 total
members.
Those figures show that nearly
26% of the members participated
in the balloting, and about 78% of
those who voted favored retaining
the credit union charter.
“Obviously, we are thrilled with
the outcome and the size of the victory,” said Carlos Rodriquez, the
Technology member who kicked
off the movement questioning the
conversion proposal with a Facebook page and helped organize
a Save TCU member group along
with another long time\30
HEATHER ANDERSON
[email protected]
TRANSFER DAY
Year Later, Relationships Blossom
MICHELLE A. SAMAAD
[email protected]
or many credit unions, the
first 90 days after a new
member signs on can be a
critical gauge on whether
a relationship can be nurtured and
sustained for the long term.
That time frame will certainly be a
factor as questions from both in and
outside the credit union industry
wonder what became of the 214,000
members who joined in the month
The Rundown
\ Credit union execs tout litany of
opportunities to build long-term
relationships.
\ Auto loans, online banking, credit cards,
checking accounts among highest usage.
\ Bank Transfer Day’s impact may further
move economy into recovery.
leading up to Bank Transfer Day
on Nov. 5, 2011. That’s not including the 450,000 new members who
joined credit unions in September,
October, November and December
last year.
Competitors, particularly some
banks, may also wonder if that
membership surge led to meaningful, revenue-building relationships.
Indeed, the $2 billion Redwood
Credit Union questioned whether
BTD was a one-off event, said Anne
Benjamin, executive vice president
and chief operating officer. Between
Oct. 1, 2011 and Aug. 31, 2012, the
Santa Rosa, Calif.-based financial
institution opened 24,019 new accounts. It currently serves more
than 220,000 members.
“It’s interesting because we’ve
been thoughtful on what has\23
Pay Disclosure
P
M
t
hange is inevitable at
the NCUA following
the announcements
by Board Member
Gigi Hyland and Executive Director
David Marquis that they’re leaving
the agency.
Hyland announced her resignation
from the board Sept. 20 after working
more than a year after her six-year
term expired. Her last day is Oct. 5.
Earlier this year,
the Obama administration nominated
District Government
Employees
Federal Credit Union
CEO Carla Decker
to replace Hyland,
Hyland
but she withdrew
her
nomination
in March after a DGEFCU board
member leaked a negative exam
report that cast doubt on Decker’s
qualifications.
Credit unions shouldn’t look for
another nomination soon, said CUNA
President/CEO Bill Cheney. He said it
was highly unlikely the Obama administration would act before the
election, and added that the position wouldn’t be worth the political
heat Obama took when he appointed
CFPB Director Richard Cordray while
Congress was in recess.
California Credit Union League
President/CEO Diana Dystrka observed that while replacing Hyland
may be a high priority for credit
unions, it’s not necessarily a high
priority for the White House. \24
Focus Report:
W
t
COMPLIMENTARY COPIES OF CREDIT UNION TIMES
ARE AVAILABLE IN THE WELCOME ROOM.
Thursday, Oct. 4, 2012
ICUL Convention Chronicle
CUs support Samaritan’s
Feet with two events
Ever since Samaritan’s
Feet founder Manny
Ohonme was keynote
presenter at the 2010
Convention, credit
unions have been
moved to support the
organization which
provides shoes to those
who need them most.
This year credit unions
are involved in two
projects to support
Samaritan’s Feet,
both have received
significant support
already, and there is
still an opportunity to
participate in both of
them.
Bins are available
near the Convention
Registration Center to
accept donations of
shoes, and monetary
donations are being
accepted by the
Registration Center
Staff. Samaritan’s Feet
can manufacture and
distribute shoes for $10
a pair. So, if you would
like to make a monetary
donation, each $10
will count as a pair
of shoes. Convention
Committee Member
Dave Abernathy of Via
CU is organizing this
year’s effort.
Credit unions are also
collaborating on the
Barefoot in the Park
event, which will take
place Sunday, Oct. 14.
This event is headed
up by Indiana Members
CU CEO Ron Collier. It
includes a 5K run and a
2 mile experience walk
where participants will
encounter obstacles that
remind them of what
it is like for those who
do not have shoes. The
day will conclude with
participants gathering
to watch the televised
game as the Indianapolis
Colts play the New York
Jets in New York. There
is still time to register
for the Barefoot in the
Park Event – contact the
league or visit www.
samaritansfeet.org/
barefootinthepark for
details.
5K Run at 9 a.m.
Breakfast at 10 a.m.
Walk at 11 a.m.
Colts Tailgate Party at 12:15 p.m.
page 7
ICUL Convention Chronicle
page 8
Thursday, Oct. 4, 2012
Space is open for “Financial
Literacy for Volunteers”
There are a limited
number of spaces available if you would like
to attend the “Financial
Literacy for Volunteers”
education session presented by League staff.
To register, please see
Trish Couchman at the
Registration & Information Center. An additional fee of $100 (inclusive
of Parts 1 & 2) per attendee will be billed to your
credit union separate
from your registration
fee. The cost is $50 per
person (inclusive of Parts
1 & 2) for the fourth and
subsequent registrants
from each credit union
who attend this training
during convention.
Part 1: Thursday
4:30 - 6 p.m.
Part 1 will include an
overview of the requirements of NCUA’s final
rule and a review of the
credit union balance sheet
and income statement.
Part 2: Friday
3:30 - 5 p.m.
Part 2 will provide an
in-depth discussion of all
capital and the Allowance
for Loan and Lease Losses
(ALLL) account, as well
as discussing the seven
risk categories and the
internal controls in place
to monitor these risks.
VISIT US AT BOOTHS #1 & 2
Keeping in step
with the times
Technology increasingly offers new and better ways to do business. When
used effectively, it benefits your credit union and augments the service you
provide your members.
We’re taking significant steps to leverage today’s technology and deliver
market insight and relevant products at your convenience. Our free Online
Discovery Conference featured future-focused content to help credit unions
solve problems, face challenges and address opportunities. Also, loanliner.
com® and its smartphone accessibility can enhance your member experience
and improve your ability to make the most of every lending opportunity.
What’s your next step?
Let us know the single most important next step for your credit union in the
coming year by visiting www.cunamutual.com/nextsteps.
To find out more, contact your CUNA Mutual Group sales executive
at 800.356.2644, or visit www.cunamutual.com.
10002639-0112 © CUNA Mutual Group, 2012 All Rights Reserved.
VISIT US AT BOOTH #40
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
Enjoy the Welcome Room
Welcome Room Hours:
Thursday
8 a.m. – 3:30 p.m.
Friday
8 a.m. – 10:30 a.m.
This year, attendees at
Convention may take
advantage of a Welcome
Room adjacent to the
Griffin Exhibit Hall in
the JW Marriott, which
will offer comfortable
seating, refreshments,
and a place to mingle
with other attendees.
Room 201-204 will
house the Welcome
Room during all three
days of Convention.
COMPLIMENTARY COPIES OF CREDIT UNION
JOURNAL ARE AVAILABLE IN THE WELCOME ROOM.
page 9
You could win a prize at
the Servicecorp booth
Check your nametag
THIS MIGHT BE YOUR
holder closely—you
could have a winning
ticket in there! Each
There are a variety of
attendee will be able
prizes to be given away
to enter Servicecorp’s
this year, including a
prize drawings during
Convention by dropping Sony Blu-ray Disc/DVD
their card into the ticket Player, diamond eardrum at the Servicecorp rings, an Acer laptop,
a Nook Color tablet, a
booth. Although your
Keurig Gourmet Single
name and credit union
are on the drawing card, Cup Coffee Maker and
a variety of other elecit is different from your
tronic items. Prizes are
nametag. Don’t mistake
on display at the Servione for the other—your
cecorp booth in the cennametag is your admister of the Exhibit Hall.
sion into all of the Convention activities.
WINNING TICKET!
BE PRESENT TO WIN DRAWING TIME
Thursday: 2:15 – 2:30 p.m.
a,
n
ia ort
d
In upp
s
k rs
n
a ou
Th r y
fo
alloya
VISIT US AT BOOTH #11
page 10
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
CU PolicyPro is one stop shop for more than 200 policies
League affiliates now
have access to CU PolicyPro, an online operations policy manual
that has more than 200
model policies available. This dues-supported service has a value
of more than $1,900 per
credit union over the
next three years.
The model policies
available on CU PolicyPro have been researched, developed
and written specifically for credit unions
by regulatory experts.
There is policy content,
and a full policy management system that
allows credit unions to
customize any model
content to fit the credit
union’s own operations.
The publishing tool
allows multiple policies to be compiled into
one printable document
that can be posted in
read-only format on the
site in a secure setting
for your credit union’s
staff, board or examiners
(with your permission)
to view.
Benefits to credit unions
using CU Policy Pro
include the following:
• It is web based, allowing 24/7 access from
any computer
• Model policies can
easily be added, removed, or customized
• Existing credit union
policies can be copied
into the system
• System supports multiple users with varying levels of access
• Semi-annual updates
provided
• Fully compliant with
NCUA Regulations
• Offsite backup
• New and advanced
user training is available
• Access to technical
support, answers to
questions about content, tips for use, etc.
For more information,
stop by the League
booth, visit the League
website or contact the
League Consulting Department for details.
WIDE VARIETY OF OPTIONS
WORRY-FREE SERVICE
ATM Solutions has the flexibility and resources
to offer a wide variety of ATM Outsourcing
options as well as a proven track record as
an industry leader.
ATM Solutions will handle all aspects of the place‡
ment and subsequent servicing, and you will have
peace of mind knowing the ATMs will be available
to your members.
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COMPLIMENTARY COPIES OF CREDIT UNION
MAGAZINE ARE AVAILABLE
IN THE WELCOME ROOM.
VISIT US AT BOOTH #36
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
page 11
Credit Union Casino
You are invited to attend
the credit union casino,
which is back this year
by popular demand! Enjoy casino games while
networking with your
credit union colleagues
on Thursday night at
8:30 p.m. in the White
River Ballroom E on the
1st floor. In addition to
a variety of casino-style
games, a drawing for
doors prizes will take
place at the end of the
evening.
Foundation featured at
Friday’s breakfast
Friday morning will
begin with a special
breakfast featuring
the Indiana Credit
Union Foundation.
You’ll be able to
choose from a variety
of breakfast foods as
you learn more about
some of the things the
Foundation is doing
before you head off to
the education sessions
and the annual business
meeting. The breakfast
will be served in White
River Ballroom E on
the 1st floor. Chairman
Sandy Heller will speak
briefly at 8:30 a.m.
PhkdpbmaZ<I:ÛkfmaZmaZla^ei^]\k^]bmngbhgl
_hk`^[kb`am_nmnk^l_hkfhk^maZg,)r^Zkl'
“Whitinger & Company has been a tremendous resource for
PrimeTrust Financial Federal Credit Union for many years. Besides
performing our annual audits and reviews, they have continually
minimized our exposure to risk and have assisted in the
re-engineering of our services. In short, we stay with Whitinger &
Company for one reason; they provide us value for our money.”
- Jeff Sikora, President/CEO
PrimeTrust Financial Federal Credit Union
<^kmbÛ^]Lni^koblhkr:n]bmlBgm^kgZe<hgmkhe:ll^llf^gml;L:<hfiebZg\^:n]bmlMZqLmkZm^`b\IeZggbg`
With offices in Muncie & Indianapolis
www.whitinger.com
VISIT US AT BOOTH #31
page 12
ICUL Convention Chronicle
Thursday, Oct. 4, 2012
Wednesday Photo Gallery
Convention Committee Chairman Frank Gulley, Afena
FCU, welcomed attendees to the grand opening of the
Exhibit Hall.
From left: League President John McKenzie; Incoming
League Director Chuck Donovan of Members Source CU;
CUNA Senior Vice President of Sales Terry Costin.
From left: Ron Budzinski and Arnie Bass, both of First
Trust CU; Norm Blum, Fortress FCU.
From left: League President John McKenzie; League Director Randy Glassburn, Ball State FCU; League Director Ron
Mazur, Chiphone FCU; Paul Marsh, Teachers CU.
igniters, from left: Michael Pence, KEMBA CU; Clinton
Miller, General CU; Cindy Crowley, Heritage FCU; Bridgetta
Bullock, Finance Center FCU; Stacy Lengacher, Crane FCU.
League President John McKenzie (right) visits with
attendees from State Service CU—Manager Mary McCune
(center) and Assistant Manager Tiffany Davis (left), who is
“crashing” the Convention this year.
Thursday, Oct. 4, 2012
ICUL Convention Chronicle
page 13
Honorees to be recognized
at Chairman’s Awards
Banquet
Five individuals will be
honored by the League
at Convention during the
Chairman’s Awards Banquet at the JW Marriott.
Corporate One FCU presented the Indiana Credit Union
Foundation (ICUF) with a donation of $2,300. From left:
Marty Orr of Corporate One FCU; ICUF directors Lamoura
Munse of Indiana Members CU, who is also a League board
member; Lori Gonzalez of Members Choice FCU, who
is also League Chairman; ICUF Chairman Sandy Heller,
Northern Indiana FCU; ICUF Secretary/Treasurer Ruth
Jenkins, Heritage FCU; ICUF Executive Director Joe Guilfoy;
ICUF director Karla Salisbury.
Two individuals will be
inducted into the Indiana Credit Union Hall
of Fame: Millie Cox,
Indiana Credit Union
League and Loren Roth,
CommunityWide FCU.
The Professional
Achievement Award will
be given to Karla Salisbury, KEMBA CU.
The Leadership Achievement Award will be presented to Midwest Carpenters and Millwrights
FCU Board President
Steve Kozel, Sr.
This year’s Emerging
Leadership Award,
which recognizes the
next generation of credit
union leadership, will
be presented to Andrew
Spirrison, FORUM CU.
The Chairman’s Awards
Banquet begins tomorrow night at 6 p.m. in
the White River Ballroom F-J on the 1st floor.
Indiana Credit Union Hall of Fame
Millie Cox
From left: League President John McKenzie; League Chairman Lori Gonzalez, Members Choice FCU; Convention
Committee Chairman Frank Gulley, Afena FCU.
Loren Roth
Professional
Achievement Award
Leadership Achievement
Award
Karla Salisbury
Steve Kozel, Sr.
Emerging Leadership Award
Terri Wildrick, Energy Plus CU (left), and Carol Barker,
Co-Op Financial Services, visit in the Exhibit Hall.
Andrew Spirrison
ICUL Convention Chronicle
page 14
Thursday, Oct. 4, 2012
Statewide Winners in National Programs
Credit union winners in
the statewide portion of
CUNA’s awards competition will be recognized at the Chairman’s
Awards Banquet on
Friday. The Dora Maxwell Award recognizes
social responsibility; the
Louise Herring award
recognizes credit union
philosophy in action and
the Alphonse Desjardins
awards recognize excellence in financial litera-
cy efforts for youth and
adults. Winners in each
asset size category, along
with the titles of their
entries are noted below.
2012 DORA MAXWELL SOCIAL RESPONSIBILITY COMMUNITY SERVICE AWARD WINNERS
Asset Size
Place
(in millions except where noted)
$20-50
1st ..........CrossRoads Financial FCU ................................................................. Tackling Hunger
$50-100
1st ..........Fire Police City County FCU ...................................9/11 Stair Climb and Public Safety Day
$200-500
1st ..........Heritage FCU ............................................................................. People Helping People
2nd .........Finance Center FCU ............................................................ The Year of Volunteerism
$500-1 billion 1st ..........Purdue FCU.................................................... Martin Luther King, Jr. Day Fundraiser
$1 billion+
1st ..........Indiana Members CU .......................................................................... Backpack Attack
2012 LOUISE HERRING PHILOSOPHY IN ACTION MEMBER SERVICE AWARD WINNERS
Asset Size
Place
(in millions except where noted)
$250-1 billion1st ..........Finance Center FCU .........................................................Latino Advisory Committee
$1 billion+
1st ..........Indiana Members CU .........................................................................IPS #44 Outreach
2012 DESJARDINS ADULT FINANCIAL LITERACY AWARD WINNERS
Asset Size
Place
(in millions)
$150-500
1st ...........Finance Center FCU ...............................................Adult Financial Community Outreach
2012 DESJARDINS YOUTH FINANCIAL LITERACY AWARD WINNERS
Asset Size
Place
(in millions)
$50-150
1st ...........Indiana State University FCU ............................................................. Tiger Cubs Pack #17
$150-500
1st ...........Finance Center FCU ..............................................Youth Financial Community Outreach
First place winners advance to CUNA’s national competitions.
Seven selected to Crash the Convention
“Crash the Convention,”
a program that offers the
opportunity for young
emerging leaders at credit unions to attend major
industry events that they
would not normally be
able to attend, continues
at this year’s Convention.
Several other Leagues
have adopted the progam
at their conventions, and
there have been crashers
at CUNA events as well.
The Indiana crashers
are credit union staffers
under age 35 who are not
yet at the management
team level at their credit
unions, and who have
not been to convention
in at least two years. The
seven who were selected
are:
• Micaela Paluszewski,
AAA FCU
• Shelby Schuh,
Beacon CU
• Tom Headington,
FORUM CU
• Ashley Akins,
KEMBA CU
• Adam Richards,
MidWest America FCU
• Jan Zurek, Midwest
Family FCU
• Tiffany Davis, State
Service CU
Please welcome this
group to the Convention. The League hopes
they come away inspired
about the credit union
business and positioned
to take on leadership
roles in the future.
Thursday, Oct. 4, 2012
ICUL Convention Chronicle
page 15
Special week recognizes cooperative businesses impact
Governor Mitch Daniels
has declared Oct. 14-20
Cooperative Week with
support of many cooperative organizations,
including the League
and the Indiana Cooperative Development
Center. This week, Hoosiers whose lives are improved by the presence
of cooperative organizations—which includes
just about everyone in
Indiana—should take
note. In his proclamation, Gov. Daniels said
that “the cooperatives in
Indiana generate significant income, employment and revenue and
function as engines of
economic growth for local communities and the
economy of Indiana.”
Support for the proclamation came from
cooperatives throughout
the state of Indiana.
In Indiana there are
hundreds of cooperative
organizations including
credit unions, insurance
agencies, energy providers, housing, daycare,
farm supply, education,
and grocery co-ops.
The Governor’s proclamation will be on
display throughout the
week of Oct. 14-20 in
many locations including the Indiana Farm
Bureau Building (225
South East Street,
Indianapolis) which
is home to several
cooperative organizations that provide
financial services,
insurance products,
energy exploration,
and other services.
The celebration and
support of co-operative businesses will
continue after the
conclusion of Cooperative Week when
the Indiana Cooperative Summit takes
place November 9. The
theme of the summit
is “Co-ops = Stronger
Communities.” For de-
VISIT US AT BOOTH #50
tails or to register, visit
www.indianasummit.
coop.
ICUL Convention Chronicle
page 16
Thursday, Oct. 4, 2012
Round-the-clock call center service now available
from Credit Union Card Center
Servicecorp’s Credit
Union Card Center
(CUCC) is now offering
24/7 call center support
for credit union clients
every day of the year except Thanksgiving, Christmas and New Year’s Day.
This is possible thanks to
extended office hours and
a new partnership with
AnyHour Solutions, an
Illinois-based call center
operation which works
exclusively with credit
unions.
“We know that credit
cardholders lead busy
lives and often need
assistance after normal
working hours or when
they are traveling.” said
Servicecorp Chief Operating Officer Diana
Arnold. “We hope that
this enhancement to our
services will improve
member satisfaction. Our
goal is that credit cardholders will receive the
same support they have
experienced from CUCC
in the past, and we will
work closely with AnyHour Solutions to insure
we are meeting members’
needs going forward.”
CUCC will be closed on
all federal holidays, but
AnyHour Solutions will
handle cardholder calls
on those holidays. In
the past, the call center
was open for limited
hours on Martin Luther
King, Jr., President’s
Day, Columbus Day, and
Veteran’s Day for both
credit unions and cardholders.
Call center contact
information:
• CUCC office hours
are 7 a.m. to 9 p.m.
Monday through Friday and from 8 a.m.
to 6 p.m. on Saturday.
Calls that occur outside those times will
be handled by AnyHour Solutions.
• Credit union staff
should call (888) 5522737 to contact CUCC
staff during business
hours.
• If credit unions call
the number created
for cardholders, they
could be directed to
AnyHour Solutions
Pictured from left: Rachele Suddarth, call center supervisor,
Dayna Brown, loss prevention
coordinator, and Robin Maxey,
member service manager.
on a holiday or during
hours that CUCC is not
open, in which case
they will not be able
to assist you. AnyHour
Solutions staff has
been trained to answer
cardholder inquiries
but not to assist with
more complicated calls
from credit union staff.
The Convention Chronicle is published by the
Indiana Credit Union League and the ICUL Services
Corporation for the League’s 78th annual convention.
Printed by Moeller Printing, Indianapolis.
Publisher
Board of Directors
Lori
Gonzalez,
Chairman
Doug
True,
Treasurer
George
McNichols
Frank
Gulley,
Vice
Chairman
Randy
Glassburn
Lamoura
Munse
Dave
Fleming
Board
Secretary
Ron
Mazur
Jack
Sheets
John McKenzie,
League President
Editor
Kay Neidlinger,
League VP–
Communications
Design/Layout
Lynley Chapin
Communications
Manager