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SEEKING CU HELP FOR MEDIA PROJECT
updated 05/22/13 03:09 PM
Member Survey Features Taxation Questions
The California and Nevada Credit Union Leagues’ new media outreach project, "Consider This," was launched in February with the help of 15 credit unions who agreed to participate in the program’s pilot phase. The Leagues are now asking for YOUR credit union's participation in a new member survey.

The brief survey—which should only take a few minutes to complete—is designed to obtain your members’ opinions on their current financial situations and outlook on the economy overall. Topics include mobile banking, account fees, and holiday spending plans.

This survey is especially important because we have added a few questions on taxation. These questions will help us as we begin our fight to preserve our taxation status. We need numbers to help us tell a compelling story so now more than ever, we hope you will do all you can to share this survey with your membership. All your credit union has to do is simply post a link to the survey prominently on your website, social media channels, as well as member-directed marketing for a two-week period. The Leagues will take care of all data gathering.

In the initial phase, the 15 credit unions promoted a member survey, which resulted in more than 2,500 responses on issues ranging from tax refunds to home and auto purchases. Using statistics culled from the survey, we sent out monthly Consider This communications pieces to print, broadcast, and online media outlets in both states over the last five months. Most recently, statistical information on summer vacation plans was used in an article published in the Monterey County Herald and a number of its sister newspapers, including Oakland Tribune, Long Beach Press-Telegram, Pasadena Star News,and Inland Valley Daily Bulletin.

If you are willing to share this new survey with your members, please contact Leagues Consumer Advocacy Manager Tena Lozano at tenal@ccul.org, or Public Affairs and Consumer Advocacy Specialist Tina Ramos-Ingold at tinar@ccul.org.

 
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SAN MATEO CU CEO TO RETIRE updated 08/29/14 04:49 PM
Barry Jolette Served 27 Years
San Mateo CU board of directors announced its CEO Barry Jolette will retire after 27 years of service. He has demonstrated a close dedication to the credit union movement through his various leadership roles on local, national, and international levels. He served as the California Credit Union League Chairman in 1996; and in 1997, he was elected to the Credit Union National Association board of directors and named its chair in 2001 (until 2003)..

NCUF RELEASES ANNUAL REPORT updated 08/29/14 02:44 PM
Activities From Last 12 Months
The National Credit Union Foundation (NCUF) released its 2013-2014 Annual Report, entitled “Improving People’s Financial Lives through Credit Unions.” The report highlights the organization's program and grant activities during the past 12 months.

WEEKLY E-FILING BILL SIGNED INTO LAW updated 08/28/14 02:18 PM
Will Streamline Reports for CUs
California Gov. Jerry Brown has signed Assembly Bill 2298, legislation that will allow financial institutions which hold local agency deposits to submit their weekly reports to the California Department of Business Oversight (DBO) electronically rather than through U.S. mail.

RMJ GOLF TOURNAMENT RAISES 41k updated 08/27/14 12:56 PM
Event Attracts Nearly 100 Players
The Richard Myles Johnson Foundation/CUNA Mutual Golf Tournament, held Aug. 18 at the Newport Beach Country Club in Newport Beach, CA, raised $41,000 for the state foundation for credit unions in California and Nevada.