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    August 2019

    A Note From Chris

    A special thanks to Altra Federal Credit Union for hosting us and The League at a Credit Union Town Hall Meeting in July. It is always a valuable experience for our team to spend time with our members at these intimate events. We hope many of you will join us at the Credit Union House in Madison on October 24 for a morning of learning, sharing, and networking.

    Is budget season approaching already? As you begin planning your 2020 budget, goals, and strategic initiatives, please know that Corporate Central and our forward-thinking family of CUSOs offer customized solutions that can help your credit union thrive for years to come.

    Thanks,

    Chris's Signature

    Chris Felton
    President/CEO

    Credit Union Day at the Ballpark Success

    Credit Union Day at the Ballpark Attendees

    Thank you to all of you that joined us and The League on Sunday, July 14 for Credit Union Day at the Ballpark! We had over 1,000 people in attendance including credit union employees, members, families, and friends. In addition to the great food, drinks, and fun, this collaborative event was designed to bring credit unions together while benefiting Children’s Miracle Network, The Wisconsin Credit Union Foundation, and The National Credit Union Foundation. This event was made possible by the generous support of our sponsors Fiserv, CUNA Mutual Group, Strategic Resource Management (SRM), and LSC. We hope you will all join us next year! Watch for more information in early 2020.

    What’s Trending?

    Are your members financially healthy?

    Health is a word we think about every day. We think about our own health and the health of loved ones. How is health measured? We look at key indicators like blood pressure, blood sugar, BMI, cholesterol, and heart rate, for example. Our desire is for increased health.

    What about our financial health? The financial health model created by the non-profit, Financial Health Network (formerly CFSI), offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple.

    Read the Article

    Technology Solutions

    Are you prepared for your NCUA exam?

    Emergifi recently partnered with the Redstone Consulting Group (RCG) to help credit unions prepare for cybersecurity exams using RCG’s ACET Collaboration Portal. The portal helps credit unions save time and resources when preparing for an exam by organizing tasks, enabling role-based collaboration, and providing secure document storage. Emergifi will work with credit unions taking actionable tasks from the ACET Collaboration Portal to improve cybersecurity.

    Want to learn more? Emergifi will host a 45-minute informational webinar on Tuesday, September 10 at 10:00 a.m. CT to explain how the ACET Collaboration Portal can help your credit union save time preparing for the NCUA’s cybersecurity exam.

    Register for the Webinar

    Employee Benefit Resources

    True or false? Self-funding health insurance can be an effective way to manage a company’s health care costs.

    True! Self-funding typically offers more flexibility for the employer and the potential for better cost control. Vizo Financial, InterLutions’ newest business partner, delivers a powerful and educational video explaining how their transition to a self-funded insurance plan helps them control costs, analyze claims data, and deliver greater flexibility to their associates.

    For more information about evaluating a self-funded insurance plan, and to hear about the benefits of a pooled and collaborative credit union employee benefits solution, please watch Vizo Financial’s HReady July 2019 video below.

    Financial Services Consulting

    Never stop learning.

    The SimpliCD program can help your credit union maximize profitability while simplifying cash flow management and recordkeeping processes. It is a pain free way to find the best CD rates for investing and follows a simple process for issuing CDs as a primary source of liquidity. If you missed our Simplify with SimpliCD webinar in July, you can watch the recorded session here.

    Your credit union is meant to be a loan machine. How can you fuel that machine to better serve your members? Benchmarking helps credit unions define optimal investment strategies. It enables them to identify where investment decisions lead, lag, or remain at par with optimal portfolio performance. Benchmarking also provides the basis by which credit unions can judge investment options and helps identify which types of securities enhance their portfolios and which are no longer adding to their balance sheet’s performance. QuantyPhi will be hosting a 30-minute webinar on Wednesday, August 21 at 2:00 p.m. CT to explain how benchmarking can help your credit union’s investment portfolio and support your credit union’s ability to continue loaning to members. There is no cost to attend.

    Fuel Your Loan Machine!

    Did You Know?

    Two down, two to go. We are halfway through the Member Services 101 webinar series.

    To better assist our members, Member Services prepared a series of four 20-minute webinars designed for members looking to train new staff or simply to use as a resource or refresher. Cash Ordering 101 and International Wires 101 have already been covered. The webinars are recorded so if you miss a live session, please contact Member Services to request the recording link. Still to come are the User Admin 101 and Domestic Wires 101 webinars.

    The User Admin 101 webinar will be held on Thursday, August 8 at 10:00 a.m. CT. If you are not set up for user admin privileges on Corporate CAFÉ yet, what are you waiting for? Significantly decrease the amount of forms you send in for password resets and other user admin functions by handling these items in-house. This webinar will demonstrate how to setup, manage, and delete users,reset PINs and passwords, review monthly activity, and statements.

    Save Your Seat

    Credit Unions Connect

    Stories that exemplify the movement

    Marine Credit Union gives back at Military Appreciation Day.

    Marine Credit Union staff holding flags at Military Appreciation Day event

    Staff from the Marine Credit Union New Glarus team recently volunteered at the Green County Fair for Military Appreciation Day, ushering and serving veterans. In addition, the Monroe and New Glarus branches made a donation on behalf of the MCUFoundation to sponsor meal tickets for the veterans.

    CUNA continues a traditional event to benefit Credit Unions for Kids.

    CUNA Management School staff packing donations

    CUNA Management School second-year students raised more than $6,000 for Children’s Miracle Network Hospitals through a giveback event that has become an annual tradition at the school.

    Read More Credit Union Stories

    Our Community

    Registration is open for Titletown Showdown!

    Titletown Showdown Logo

    Corporate Central and Special Olympics Wisconsin have teamed up once again to bring you Titletown Showdown! This flag football extravaganza challenges credit unions to form flag football teams that compete against each other to raise money for Special Olympics Wisconsin. This one-day event will be held on Saturday, October 19 at City Stadium in Green Bay, WI. Get your flag football teams ready and start practicing! Registration is open, and space is limited!

    There are still several sponsorship levels available, some of which include registration for a team. If your credit union would like to be a sponsor, please contact Julie Woloszyn by Friday, August 30.

    Register Your Flag Football Team

    What’s New and Who’s Who

    Congratulations Kevin Chiappetta!

    Kevin Chiappetta

    Kevin Chiappetta, President of QuantyPhi, was recently elected to the CFA Society Milwaukee board. Since its founding, the CFA Society Milwaukee has served the needs of investment professionals by providing high-quality educational programs and a regional forum for its membership. It is dedicated to promoting the highest standards of professional ethics, conduct, and competence amongst its membership and the investment community it serves.

    Learn More About Our Team

    Wild Adventures with Leo

    Our favorite lion recently ventured to western Wisconsin.

    Chris Felton, Jesse Kohl, Mark Sowinski, Leo, and Chris Hytinen

    Leo made his presence known at the Town Hall Meeting in Onalaska, WI, where he listened to updates from Corporate Central, Emergifi, InterLutions, QuantyPhi, The League, W.C.U.L.Services Corp, and Reach Business Lenders. Make sure you say hi to Leo at the next Town Hall in Madison, WI on Thursday, October 24.

Upcoming Events

Monday Market Monitor


Monday, January 1, 0001 12:00 AM Central Time (CST) | Conference Call

The Monday Market Monitor is a weekly conference call geared toward credit union investment managers. It will provide up-to-date economic highlights, yield curve analysis, investment product recommendations, and a forecast for the upcoming week.

Fuel Your Loan Machine!

Wednesday, August 21, 2019 2:00 PM - 2:30 PM Central Time (CST) | Webinar

Join QuantyPhi for this 30-minute webinar to learn how to benchmark your credit union’s investment portfolio to support your credit union’s ability to continue loaning to members.

Vendor Selection: How to Shop for the Right Vendor

Thursday, September 5, 2019 10:00 AM - 10:45 AM Central Time (CST) | Webinar

Join Corporate Central and Ncontracts for this 45-minute webinar where we will show you how to cut through competing demands and lofty promises with best practices for selecting the right vendor, for the right reasons.

I-Care: HR Forum – Milwaukee, WI

Tuesday, September 10, 2019 9:30 AM - 3:30 PM Central Time (CST) | Milwaukee, WI

You are invited to join other credit union HR professionals, Lockton, and InterLutions for a day of learning, sharing, and networking.

What REALLY Needs Your Attention as you Prepare for your NCUA Exam?

Tuesday, September 10, 2019 10:00 AM - 10:45 AM Central Time (CST) | Webinar

Do you really have the time and resources to tackle the expanded cybersecurity exam guidelines? Join Emergifi, and partner Redstone Consulting Group (RCG), for a 45-minute webinar to learn about how RCG’s ACET Collaboration Portal can help your credit union prepare for the NCUA’s cybersecurity exam.

Domestic Wires 101

Thursday, September 12, 2019 10:00 AM - 10:20 AM Central Time (CST) | Webinar

Join Corporate Central for this 20-minute webinar to learn more about the basics of domestic wires including which steps you should take and what procedures you should follow.

Big Credit Union Should Not Equate to Big Insurance Costs

Thursday, September 12, 2019 2:00 PM - 2:45 PM Central Time (CST) | Webinar

Join InterLutions and Lockton for this 45-minute webinar to learn how to better engage and evaluate multiple options, how to examine and negotiate details, and how to position your credit union to get better pricing.

Are You Interested in Learning how to Calculate Basic Returns on Loan Pools?

Wednesday, September 18, 2019 2:00 PM - 2:30 PM Central Time (CST) | Webinar

Join QuantyPhi for this 30-minute webinar to learn how you can begin to do the analysis necessary to analyze pools better at your desk.

Economic Outlook Conference

Thursday, October 10, 2019, All Day Central Time (CST) | The Ingleside Hotel, Pewaukee, WI

Join us Thursday, October 10, 2019 at The Ingleside Hotel in Pewaukee, WI for our annual Economic Outlook Conference. This conference will provide you with insight and analysis from dedicated economists and professionals with diverse backgrounds.

Titletown Showdown 2019

Saturday, October 19, 2019 8:00 AM - 4:00 PM Central Time (CST) | Green Bay, WI

Corporate Central and Special Olympics Wisconsin have teamed up once again to bring you Titletown Showdown at the City Stadium in Green Bay, WI. We are challenging your credit union to form flag football teams to compete against each other to raise money for Special Olympics Wisconsin.

Town Hall: Madison

Thursday, October 24, 2019 10:00 AM - 1:00 PM Central Time (CST) | Madison, WI

Join Corporate Central and The League for a unique town hall experience.

Digital Marketing Forum

Thursday, November 7, 2019, All Day Central Time (CST) | Kalahari, Wisconsin Dells, WI

Save the date for our brand new Digital Marketing Forum - November 6 and 7, 2019.

Lost in Space: The Benefits of Automation in Contract Management and E-Signature

Tuesday, December 3, 2019 10:00 AM - 10:45 AM Central Time (CST) | Webinar

Join Corporate Central and Ncontracts for this 45-minute webinar to help you tackle these challenges by addressing the evolution of electronic signatures and documents; how best to utilize e-signature; regulatory compliance for e-signature; contract management and signature workflows; contracts best practices (i.e. drafting, negotiating, finalizing, enacting); gaining control of your fiduciary responsibilities through contracts automation; and managing third-party risk by automating and capturing the data.

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Corporate Central Credit Union
6262 South Lowell Place, Muskego, WI 53150
Phone: (800) 242-4747 | Fax: (414) 427-3700
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