March 2011   

in this issue:   New Grant  Office Max trims expenses    Compliance/Policy Tip    Director Workshops   NCUA FREE Workshops    Mentor Network
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Welcome our newest SCUNet Pledge!

State College FCU.
Judi Dardis, CEO, and her team are committed to "survive and thrive" along with the help of SCUNet. Are you ready to take the pledge?

Office Max
Finding ways to trim expenses

The Association, in partnership with CUNA Strategic Services, offer an easy cost-cutting step for your credit union through a national relationship with OfficeMax that provides savings on not just office products, but also furniture, technology, and print/document services.

OfficeMax has helped credit unions cut overall costs by consolidating purchasing through one vendor, reducing expenses and improving efficiency. OfficeMax’s SelectSave suggestions for alternate products save you up to 10% across the board, and OfficeMax’s unique Paper Use Audits help you cut paper consumption and associated costs.

Getting started is easy. Call OfficeMax’s special credit union number at 800-881-8980, mention the CSS program and that an account for your credit union has already been set up in the OfficeMax system. Place your first order, request a log-in for online ordering access or request a full catalog.

Questions? Visit the CSS website or contact your Association Account Executive.

NEW Foundation Grant Available for Education & Training!
We know how difficult it is to get out of the office, yet education and training for staff and board members is critical to keeping your credit union a viable option in the marketplace.

The Pennsylvania Credit Union Foundation is pleased to announce a new grant program to encourage credit unions under $20 million to take advantage of the training benefits of webinars. Credit unions may apply for a grant for up to $1,000 or the cost of four webinars,  whichever is less. Grant information can be found at the PCUA website, select About Us, Affiliates, PA Foundation.

Webinars are easy, affordable, and convenient. Multiple participants can view the webinar at a single location; gather your team to attend together and then discuss the contents. In addition, most webinars are recorded for on-demand replaying. This feature makes it easy to schedule training time when convenient and allows participants to review the presentation multiple times to reinforce key points.

PCUA has worked with several webinar providers to present a variety of up-to-date webinar and audio training sessions on today’s hottest topics and trends. These webinars feature knowledgeable speakers and comprehensive handout materials. Get started by choosing your webinars today! [click here to view the comprehensive list of webinar options.]

SCUNet Mentor Network
Are you looking to start a new service, create a website or perhaps looking at a data conversion but unsure where to begin or what it will require of you?

The SCUNet Mentor Network may just be your saving grace. We've got a collective 170 resource points from credit unions of all sizes and expertise ranging from accounting to operations to technology and everything in between. This special list of credit union staff has stepped up, put themselves out there and are ready, willing, and able to provide you with guidance, support, and direction on your next adventure.

Sandy Lazzara, CEO, Greater Pittsburgh Police FCU, and several of her staff are SCUNet Mentors. Beginning in a small credit union and drawing on 31 years in the credit union movement, Sandy truly understands this environment.

"Perhaps we are more accessible and it's easier to speak with a colleague than to call the Association or NCUA for what you may believe is a "silly" question," Sandy is compelled to help. "My staff has watched me do this often over the past 10 years and they wanted to help as well! We have a group of credit unions that call on a regular basis and we always try to assist them in any way we can."

Why not make the call today? Click here to view the list of credit union mentors and be on your way to growth and prosperity.

PCUA Announces Director Financial Literacy Workshops
NCUA’s Regulation 701.4 (b)(3) requires all directors of federal credit unions to meet financial literacy requirements by July 27, 2011. Directors elected or appointed after the January 27 effective date must also satisfy the financial literacy requirements. The significant requirements of this rule include:

  • Directors must have at least a working familiarity with basic finance and accounting practices.
  • Directors must have the ability to read and understand their credit union’s balance sheet and income statement.
  • Directors must be able to ask, as appropriate, substantive questions of management and the internal and external auditors.

To help credit unions meet this new regulation, the Association’s Small Credit Union Network has partnered with NCUA’s Office of Small Credit Union Initiatives to sponsor regional workshops for all Pennsylvania credit unions. Each workshop will be conducted by NCUA staff, and a Certificate of Attendance will be issued upon completion. Dates and locations are:

  • March 8 – Harrisburg – PCUA Office – 1:00 to 4:00 p.m.
  • March 29 – Plymouth – Shawnee Room – 5:00 to 9:00 p.m.
  • April 5 – Pittsburgh – Pittsburgh Police FCU – 5:00 to 9:00 p.m.
  • April 6 – Youngwood – Westmoreland Community College – 5:00 to 9:00 p.m.
  • April 14 – Allentown – People’s First FCU – 5:00 to 9:00 p.m.
  • May 24 – Erie – Polish Falcon Club – 5:00 to 9:00 p.m.

Click here for more information or to register for one of the sessions.

Compliance Q&A:
NCUA Board of Directors _ Letter No. 11-FCU-02

Q: Is the anything in the recent CU PolicyPro updates that addresses this release?
A: Yes.  Amendments were made to policy 1235, Education & Volunteer Training Guidelines, to address this issue.  Please note that this affects federal credit unions only.   

1How can I get training for CU Policy Pro?
Looking for guidance on using Policy Pro, wondering how you can incorporate the policies into your own credit union manual? Below are a few helpful resources for your reference.

1.  User's Guide - this is a printed guide with step by step instructions for working with the system. 
Download and Print the User’s Guide.   

2. Video Training - the latest New User and Advanced User Training sessions were recorded and are available as on-demand videos for you to watch at your convenience.  You can watch each segment sequentially for a full training, or pick and choose the segments that interest you.

New User Training -  overview topics include View & Edit Policies, Numbered Lists & Key Fields, Managing Your Policies, Publishing Your Manual, Library & Storage, and Administration. These video segments range from 2 minutes to 14 minutes in length.
Advanced User Training - overview topics include Working with Tables, Adding Graphics, Creating Mini-Manuals, Publishing Options, and Printing Tips. This video is approximately 41 minutes.

3.  Alphabetical Policy Listing - Need help finding a particular policy?  The Alphabetical Policy Listing can point you in the right direction.

Or, for help in taking full advantage of CU Policy Pro, contact PCUA Compliance & Operations Officer Elaine Royer at 800.932.0661, extension 5341.

NCUA Office of Small Credit Union Initiatives
Mark your calendar and register to attend the NCUA workshop in your area.  Excellent agenda which includes the required director education.  Complete information can be found at


Pennsylvania Credit Union Association
4309 N Front Street, Harrisburg, PA 17110    800.932.0661