Keeping you connected to key credit union news, events, and trends: December 19, 2018
Enews will not be published next week in observance of the upcoming holidays. From everyone here at the Louisiana Credit Union League, please accept our wishes of health, happiness, and prosperity during this special season and into the New Year.

In This Issue
Headline News

Callahan & Associates, LCUL Continue Partnership to Provide Financial Benchmarking to Affiliated  CUs
Callahan & Associates and the Louisiana Credit Union League are excited to announce the renewal of a strategic partnership that provides FREE access to Callahan's financial benchmarking program, CUAnalyzer, to all credit unions affiliated with the league.
 
"CUAnalyzer educates users with detailed overviews about how your credit union is performing compared to your peers," said Tim Taylor, Callahan & Associates VP of Advisory Services. "State leagues partner with Callahan to help league staff and affiliated credit unions get access to this easy-to-understand credit union data."
 
Pre-built packets, graphs, and charts make it simple for all credit union employees and volunteers to use CUAnalyzer. Advanced features such as goal setting and auto-sharing options enhance CUAnalyzer's value as a strategic resource for management teams at credit unions of all sizes.

LCUL's CU Support Team has been trained to ensure credit unions are utilizing the software efficiently and effectively. "Callahan provides the gold standard for customizable credit union analysis. This analysis tool is vital in decision making and in understanding how to improve financial performance. I am excited that we can provide this service to our affiliated credit unions," commented Susie Fair, SVP of CU Support.

For more information or to get access to CUAnalyzer, contact Lacey Weaver, SVP of Member Engagement.
LCUL Hosting Special Lunch & Learn in Lafayette: Functioning as an Effective Committee Member
January 15, Lafayette
11:30 am - 1:00 pm
 
When rolling out new projects and initiatives, it often takes teamwork.  We know it's not always easy to function effectively as a committee - especially in the modern  age where meetings are often held through remote channels like emails, conference calls or video chats.

Join LCUL and business performance coach, Julie Couret for this Lunch & Learn to hear tips and best practices for:
  • Pre planning and project management for long term goals
  • Completing on-going tasks
  • Streamlining internal committee communications
  • Concise external reporting of committee progress
Your educational investment is only $40 per person.  Click here for more information.
Coming Soon - the All New InfoSight!
All good things must come to an end... and be replaced by something better! The all-new InfoSight is coming soon and here's what you can expect...
  • Interactive Dashboard. InfoSight's new interactive dashboard will allow you to customize Topics of Interest to focus on the things important to you and your job.
  • New Layout and Navigation. InfoSight has streamlined the way the information is presented. Each topic area has accordion tabs showing users all of the resources available for that topic. 
  • Consolidated Compliance Information. For each compliance topic, learn what the compliance issue is, how it affects credit unions, and what your credit unions need to do about it. 
  • FAQs and Checklists. The new site has consolidated FAQs into a searchable database to make finding answers easier than ever. More than 70 helpful checklists will be at your fingertips.
  • State Compliance Content. The new InfoSight will contain more state content than ever, and it will stand out so it's easier to find.
  • Compliance Videos. InfoSight's Compliance Connection videos provide condensed overviews of timely regulatory topics that can help your credit union and board of directors understand and stay informed on compliance changes.
  • It's STILL Free! Don't forget that InfoSight is provided as FREE resource for LCUL member credit unions. 
Your login details for InfoSight are the same as those used to access password-protected sections of LCUL's website.  If you haven't been taking advantage InfoSight, now is the time to get set up. Be ready when the new site launches at the end of the week!
Professional Development

A Workshop for Everyone!  Credit Unions on the Grow: Create Preference, Deliver Excellence and Sustain Relevance
How are growth-focused credit unions (of all sizes and markets) building wallet share, mind share, and market share? Jeff Rendel will share with you how the most successful credit unions are getting it done and moving on toward more.

It's fascinating to hear what works for others, but we know you want to know how you can apply it at your credit union. That's why Jeff designed this program with multiple opportunities to turn concept into implementable action plans.
 
On day 1, we will focus heavily on member facing elements:
  • Building a Culture Focsed on Growth
  • Member Expectations
  • Retail Sales and Service
  • High Level Business Development (Sales) Skills
  • Creating Personal Experiences that Drive Satisfaction
  • Measures of Success in Sales & Service       
On day 2, the focus shifts to internal elements:
  • Strategic Marketing, Engagement & Leadership
  • Using Data in Campaigns & Analysis
  • Journey Mapping & Experience Design
  • Member Feedback: Getting it and how to use it.
  • Developing Engagement Programs that build loyalty
  • Gaining Buy In from All Departments
  • Building Mind Share, Market Share, Wallet Share
Come to both days or just the one that best suits your training needs.

Branching Out

Louisiana's CU Cooperative Branching Pays Year-End Dividend to Shareholders
The Board of Directors of CU Cooperative Branching, LLC (CUCB), Louisiana's shared branching CUSO, has approved a 4.5% dividend payable to eligible shareholders as of January 1, 2018. This one-time dividend payout is a sign of the success this company has attained since its formation.
 
"CUCB member owners have made shared branching a viable and successful CUSO. Because of our cooperative spirit, CUCB has become an efficient network that has achieved great financial success, offering an incomparable service to members. The Board of Directors believes that the payment of this one-time cash dividend is appropriate and reflects our efforts to enhance our shareholders' investment in the network," comments Jeff Conrad, President/CEO of Pelican State CU and CUCB Chairman.
YPN

Baton Rouge YPN Members Meet-Up to Serve
LCUL Young Professional Network members from Campus FCU, La Capitol FCU, Neighbors FCU, Pelican State CU and Wymar FCU joined forces to wrap and package gifts with the Society of St. Vincent de Paul Baton Rouge on Tuesday, December 18.
 
St. Vincent de Paul's goal is to give at least two gifts and a stocking stuffer to at least 2,000 children in need this year. The group is pictured below with St. Vincent de Paul CEO Michael Alcado (middle) and Volunteer Coordinator Desha Martin (right). 


Have you Heard?

Neighbors VP Team Gifts Cristo Rey HS Teachers with $7,000 of Teaching Supplies
Neighbors' team of vice presidents surprised Cristo Rey Franciscan High School teachers with more than $7,000 worth of school supplies from their Christmas wish list. The supplies included reading materials, writing supplies, an Elmo projector, tables, seats, storage materials and more.
 
This day of giving back continues a long-standing annual tradition for Neighbors vice presidents. At the end of every year, the vice presidents will purchase, wrap and provide Christmas presents to those in need in the Baton Rouge area.
 
Neighbors has partnered with Cristo Rey through its Corporate Work Study Program since the school opened in 2016. This program allows students to gain valuable work experience while in school by working with an organization roughly once a week. Neighbors has taken on multiple students each semester and allowed them to work with various departments such as Marketing, Human Resources, Internal Audit, Compliance and more.
 
Cristo Rey is one of many schools across the Greater Baton Rouge area still operating out of temporary modular buildings after the main campus took on four feet of water during the flood in 2016. 
 
"It was such a pleasure to help out a school like Cristo Rey," Neighbors Vice President of Human Resources Yolanda Whitmore said. "They have been an excellent partner in their Corporate Work Study program, which has allowed a few of their students to come be a part of the Neighbors family"  "The school lost nearly everything in the flood of 2016, so we are glad to help play a small part in their recovery process."
Pelican State CU 
Supports Teachers Across Louisiana
For the 2nd year, Pelican State Credit Union hosted a  Bulletin Board Contest to support teachers in its branch communities. All Louisiana teachers were invited to submit photos of their bulletin board for a chance to win up to $350 for their classroom. 
 
Photos were featured in an  album on Pelican's Facebook page to let fans vote for their favorites. One winner was chosen in each branch parish, and the top three winners received an extra $100. The credit union gave away $3,050 to 12 teachers across the state, and the entries received a combined 6,603 votes! 

Quote of the Week:
"As we struggle with shopping lists and invitations, it is good to be reminded that there are people in our lives who are worth this aggravation, and people to whom we are worth the same."     
- Donald E. Westlak e

Check Out Our Latest Membership in Action!
Educational Calendar
Upcoming Conferences & Seminars from your League:

January 14-15: Committee Workshop/Lunch & Learn
February 6-7: CUs on the Grow: Create Preference, Deliver Excellence, Sustain Relevance
March 10-14: CUNA GAC

Upcoming Teleconferences & Webinars from your League:

December 20: Handling Government ACH Payment Returns & Reclamations
January 8: Compliance Training for the Frontline
January 9: Record Retention & Destruction Rules: Paper & Electronic
January 10: Regulator Issues & Update for the Credit Analyst
January 14: IRA & HSA 2019 Update, Including Tax Reform Considerations
January 15: FFIEC Exam Procedures for Business Continuity
January 16: 2018 HMDA Submission Due March 1, Part 1: Identifying Reportable Loans, Data Integrity & FIG Analysis
January 22: Successful Skip Tracing Techniques for Locating Borrowers & Recovering Collateral  
January 23: Determining Cash Flow from Personal Tax Returns After 2018 Tax Reform Part 1: Schedules A, B & C  
January 24: 2018 HMDA Submission Due March 1, 2019, Part 2: Requirements, Clearing Edits, Exempt Fields & More
January 29: Real Estate Loan Collection Rules for Lenders & Mortgage Servicers
January 30: Analyzing Financial Statements for the Credit Analyst
January 31: Frontline Fraud Prevention: Stopping Fraud at the Teller Line

For a complete listing of educational opportunities available from LCUL, visit the League website.
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(800) 452-7221   www.lcul.com