Guest blog post by Andrea Finn, Royal Credit Union
Well there you have it folks! YP Boot Camp #1 for 2014 is said and done. More than 70 credit union young professionals from 21 different credit unions joined us in Eau Claire on March 27 to explore, network and share ways our credit unions can outreach creatively and strategically.
Chad Helminak, VP of Development from The League started off the day with an intro on the credit union system with a brief history highlighting key milestones and the different ways that make credit unions unique in the financial industry.
Community initiatives were led by Royal Credit Union’s Vicki Hoehn (VP-Marketing), Kathy Buyze (School Site Supervisor), and Jennifer McHugh (Community Relations Manager). These ladies brought lots of energy to the group and shared projects & initiatives that Royal is currently doing to give inspiration for YPs to bring back to their own CU. The candid, open collaborative conversation was apparent, and YP’s were able to experience it first-hand. The credit union industry is like no other.
Onto peer sharing & networking! YPs lined up by credit union tenure. With over 70 YPs, this sounded daunting at first but was easily worked out in only a few short minutes. We circled all the way around the entire room ranging from as short as 1-week to as long as 17-years! It is amazing to see how wide spread our experience in the credit union industry is. We split up into seven groups to discuss each of our own CU’s awesomeness – each YP had time to share their passion and/or something inspiring to them that their CU had done recently. CU awesomeness included: Financial Education, No Loan Too Small, High Heels Mile Walk, Hammer With a Heart, Eliminating Fees, a SWAT Team, and all those incredible Member Stories!!
Lunch was Cash Mob style – supporting local businesses and encouraging people to buy locally. Royal CU gave each YP $5 towards their meal and we all made our way “mob-like” through downtown Eau Claire stopping at Pizza Plus, Rice Palace, and Acoustic Café. Video from the event here: http://youtu.be/VjbVNFvNnm8
To kick things off after lunch, three local charities came in to discuss what we can do as individuals as well as what our credit unions can do to help. Our presenters were Craig Monson from Big Brothers Big Sisters, Cory Miller from American Red Cross, and Joseph Larson from Scouts of America. They shared great insight with us as to what non-profits really want, and in most cases it is – YOU. They are always looking for volunteers, so find something your passionate about and help out where you can.
Christopher Morris, Director at the NCUF, discussed Strategic Philanthropy. He encouraged YPs to take a look at what your CU’s donation policies are to see if there are changes that needed to be made. He left us with three important guidelines for charitable donations that we should be thinking about:
- Member’s financial well-being
- What your CU’s core values and principles are
- Consider your Field of Membership/SEGs & History
In the end he tells us that strategic philanthropy helps our credit unions, our Members, our community, and the CU movement – it is clearly a win-win!
In order for us to get an International Credit Union Perspective, we had Rebecca Carpenter & Sarah Timmins from the World Council of Credit Unions join us via Google Hangouts to discuss our global community. As of Dec. 2012, there are 56,000 credit unions worldwide serve 200 million members in 101 countries with $1.7 trillion in assets. It was amazing to see and hear what the World Council is doing for financial cooperatives across the world.
The day ended with a CEO panel discussion featuring Rudy Pereira (President/CEO, Royal Credit Union), Eric Chrisinger (President/CEO, CO-OP Credit Union), and Greg Lentz (CEO, WESTconsin Credit Union). Lots of great insights were shared by these local CU leaders and it was interesting to hear their different approaches to technology/innovation, community outreach, and what YPs can do to develop their own careers.
As part of the event, the YP Network hosted a raffle to benefit the Wisconsin Credit Union Foundation. We had some pretty amazing prizes thanks to donations from Royal Credit Union, WESTconsin Credit Union, CO-OP Credit Union, and the Chippewa Valley Credit Union Chapter.
What an inspiration-filled, jam-packed day we all had! Over 70 YPs walked away with a fresh perspective on ways they each can creatively and strategically outreach in their own communities.
BIG THANKS TO… All of our presenters who took the time out of their busy schedules to come and be with us in Eau Claire, we appreciated it!