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 State and  Third level – Fourth level Federal Levels  Fifth level ▪ Promote the Credit Union Difference ▪ Provide Solutions for Service Excellence 2

Removing Barriers - Federal  Click to edit Master text styles MCUL and CUNA work together as a team to preserve the strength of Credit Unions and to help them prosper by working – Second level Click to edit Master title style to reduce regulatory burden and to enhance charters.  Third level – Fourth level  Fifth level 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 3

State Issues – Skilled Trades  Click to edit Master text styles – Second level Click to edit Master title style  Third level – Fourth level  Fifth level Gov. Rick Snyder on Skilled Trades

WHAT CAN YOU DO  Click to edit Master text styles ▪ Attend AC&E – June 4-6, Traverse City – Second level Click to edit Master title style (Advocacy Day – Thursday, June 4, 2015)  Third level – Fourth level  Fifth level ▪ Attend Executive Summit - September 16-18, Bay Harbor ▪ Help Us With Advocacy – Government Affairs Conference, April 21-22, Lansing – Legislative Breakfasts/Lunches – Legislator Networking 5

Promoting the CU Difference  Click to edit Master text styles  CU Link: the best cooperative advertising program in the nation – Second level Click to edit Master title style  Third level  Credit Unions continue to be supportive – Fourth level – $1.1 million contributed in 2014  Fifth level – 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 6

Promoting the CU Difference  Click to edit Master text styles – Second level Click to edit Master title style  Third level – Fourth level  Fifth level 7

How You Can Help  Click to edit Master text styles  Be a Full Share Participant in the CU Link Program – Second level  Fully integrate your Credit Union’s marketing with the Click to edit Master title style  Third level CU Link Program – Fourth level  Fifth level 8

Education Resources  Click to edit Master text styles Key 2015 Education Events: – Second level  Spring Leadership Development Conference Click to edit Master title style March 20-March 22  Third level Spring Leadership Development heads to – Fourth level Soaring Eagle Resort  Annual Convention & Exposition  Fifth level June 4-June 6 AC&E Highlights  Fall Leadership Development Conference Sept. 11-Sept. 13  Executive Summit Sept. 16-Sept. 18 People & Performance Institute  Oct. 1-Oct. 2

Information Resources  Click to edit Master text styles Information Resources: – Second level Click to edit Master title style  Third level  Redesigned Website – Keep up with news, – Fourth level events, issues at mcul.org  Fifth level  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 Compliance Helpline • 800-262-6285 – CUNA industry reports ext. 193 – Filene reports

Service Excellence – Solutions CU Solutions Group provides a wide range of solutions tailored to the unique needs of Credit Unions nationally and in Michigan. 11

Membership Enhancements  Click to edit Master text styles Offering award-winning national rewards programs with large corporate partners to help Credit Unions build loyalty, increase vehicle loans – Second level and credit/debit card usage, and generate non-interest income. Click to edit Master title style  Third level Core Solutions – Fourth level GM Credit Union Sprint Credit Union Turbo Tax Credit Union  Fifth level Member Discount Member Discount Online Credit Union Auto Club Member Discount Whether a Credit Union Credit Union members Significant savings for member is buying or receive exclusive Sprint Credit Union members on Our program makes filing leasing, they can get monthly service a wide range of roadside taxes easy and affordable discounts on new eligible discounts, waived assistance services and for Credit Union Chevrolet, Buick and upgrade and activation other travel-related members by offering GMC vehicles - in fees for both personal benefits, offering deep discounts on all addition to current members a strong and business lines. TurboTax products.. incentives and special alternative to AAA. offers. 157,224 Members 1.45M Members 217,000 Members 2,955 Members 895 CUs - Nationwide 1,966 CUs - Nationwide 1,453 CUs - Nationwide 720 CUs - Nationwide 136 CUs – Michigan 228 CUs – Michigan 173 CUs - Michigan 126 CUs - Michigan 12

Membership Enhancements Other Solutions Love to Shop DIRECTV ADT CMG TruStage Members receive cash Members save over $200 Members receive a free Members save an back for every purchase with new DIRECTV monitored home security average of $428 with the at over 1,500 online service system valued at $850, auto & home insurance retailers plus $425 in additional program equipment Under Consideration Additional Auto Partners (i.e., Ford, Chrysler, Improved Holistic Mobile App for Love My and new luxury brands) Credit Union Rewards and new Big Data strategies 21

Membership Enhancements  Click to edit Master text styles – Second level Click to edit Master title style  Third level – Fourth level  Fifth level Love my Credit Union Rewards 14

Call to Action  Click to edit Master text styles  Take Advantage of CU Solutions Group offerings! – Second level Click to edit Master title style  Third level – Fourth level  Fifth level 15

Top Goals: MCUL & CUSG  Click to edit Master text styles ▪ Remove Barriers – – Second level Click to edit Master title style Both at State and  Third level – Fourth level Federal Levels  Fifth level ▪ Promote the Credit Union Difference ▪ Provide Solutions for Service Excellence 16

Q1 2015 Update MCUL & Affiliates Dave Adams, President & CEO Dave.adams@mcul.org 17