2019 Impact Report $ mcu com. Communication s. Group benefits trust. 5 publications above add up to 28,079 individual contacts.

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• Communication s•

Connections and information are important for our business. We communicate regularly with our credit union community to keep them both informed about important developments, resources, and “happenings” in our industry and connected to their Montana counterparts.

The Trust gives Montana credit unions an affordable way to provide Health, Dental, Vision, and Group & Voluntary Life Coverage to their staff and families.

Montana’s cre cooperative aff stories, best p serve our mem better. To stre support workin

14

COMMUNITI

union professio connect with t problems, and b

IN 2019, we …

IN 2019, we …

Sent out

49

issues of the PRESIDENT’S REPORT to a list of

349

credit union volunteers and professionals in Montana. Posted

45

articles on A DIRECT LINE, our blog for directors, and sent emails to

163

individuals to alert them to the new content. Sent out

12

issues ofTHE COMPLIANCE VAULT to an average

221

credit union professionals.

Added ALTERNATIVE MEDICINE and WEIGHT MANAGEMENT to the host of additional benefits the plan offers members.

Established a WELLNESS COMMITTEE and rolled out the WEEKLY WELLNESS TIPSnewsletter.

Convened

11 TRUSTEE MEETINGS

and sent out

48

UPDATES to all credit unions in the Trust. Held

14

EDUCATIONAL SESSIONS around OPEN ENROLLMENT.

Made more than 2,300 OTHER CONTACTS between MCU staff and credit unions on Trust-related items.

Started

2

new eNewsetters —THE HYPE for young professionals and WEEKLY WELLNESS TIPS for the Group Benefits Trust Wellness Champions.

Moderated

7

active listservs with over

380

subscribers, which allows for the easy share of information.

Group benefits trust

m o n ta n a c re d it u n io n l ea g u e

•

mcu com

traini hr

take the lead advocacy chapter leaders

mcu

communities

14

separate

plans

6

credit union

members

22

lives

covered

650

+

million

in claims paid

$3.86

— alex bostic, director, russell country fcu —

Hello Donya. I sometimes think you are bugging

our board and/or committee meetings. Your blog

items are so on target and very helpful.

— erin

Take the Lead i

program that offers not only ne

valuable lessons about l

management, but a

lso a gr

Take the Leaders t

I’m definitely l

second year in the pr

highly recommend it t

o ne

E

D

U

C

A

T

E

A

D

V

O

C

A

T

E

C

O

L

L

A

B

O

R

A

T

E

Friends,

It is my joy to supply you with our 2019 Impact

Report which details the social and economic value

our organization provides to support Montana’s

credit unions as they serve more than 400,000

Montana account holders. 

By aggregating resources and working cooperatively, we create more

than $3.3 million in services for our credit unions’ commitment of $1.1

million in dues. This value comes through shared advocacy, compliance,

public relations, education, and asset-building outreach. That isn’t “new

math,” it’s real savings!

Acting as a convener for essential services, we assist Montana credit

unions in generating $23 million* in financial benefit to credit union

members in the Treasure State. We commit to good stewardship and

financial oversight while we Educate, Advocate, and Collaborate on

behalf of our membership and their member/owners.

We cannot do this alone, we work side-by-side with local credit unions

and our national partner the Credit Union National Association (CUNA).

Our mission is to create a thriving credit union community and advance

the credit union ideal of “people helping people.”

Cooperatively,

Tracie Kenyon

President/CEO

Montana’s Credit Unions

*CUNA Economics, Sept. 2019

Thanks to Montana’s Credit Unions engagement, we are well- regarded by political decision-makers and regulators at the state and federal levels. As a result, we are able to weigh-in and affect decisions on issues important to credit unions and our industry. Our voice counts.

EDIT UNION STAFF AND VOLUNTEERS with high-quality

ing opportunities is one of MCU’s top priorities. In 2019, we added shops (tailored specifically to Montana credit union needs), a two-nion notaries, and a slew of local workshops for frontline staff to

in-person conferences, trainings, and affordable webinars. MCU NION CHAPTERS with email communication, meeting topic ideas, d speakers for their events.

This year, our team focused on engaging and supporting the PR efforts of our affiliated credit unions. We saw an 87% INCREASE in the number of times our members reached out for assistance getting media coverage in newspapers, radio, broadcast, online, and social. We also added a PR SUPPORT section to our website.

$36,543

CUAC/CULAC

Raised for

Political advocacy

meeting with regulators

Montana legislative session

•

2019

Highlights •

•

Political advocacy

•

PROFESSIONAL DEVELOPMENT

•

anagement

•

• awareness & public relations •

•

Philosophical advocacy

•

M T c re d it u n io n s fo r

co

m

m

u

n

it

y d

eve

lo

pme

n

t

•

REALITY FAIRS TAKE OFF

21 credit unions

participated in

21 reality fairs,

reaching

2,580 students i

n

10 communities

, almost doubling the impact from last year.

•

MOMENTUM OnUP

308 users

and

5 credit unions

benefited from this

online financial health program in 2019.

•

MONTANA MESA: Montana MESA distributed

$86,885 in match funds

to program participants

for qualified educational expenses.

•

CONNECTING THE DOTS WORKSHOPS: MCUCD expanded and enhanced its FOUR-COURSE CURRICULUM

for credit union staff to help them hone important practical skills and better understand credit union philosophy.

To support local, state, and national charitable organizations like MCUCD, CU4Kids, and the National Credit Union Foundation.

$68,206

•

philanthropic

•

ADVOCACY

w

e r

ai

se

d

In October 2019, credit union staff, volunteers, and members logged

4,279

•

giving time

•

engagement

182

PLACEMENTS

4,058,843

IMPRESSIONS PR VALUE of

$131,034

win

centive

savinGs

At the end of 2019,

585

MEMBERS at our

6

participating credit unions had

$520,489

in their WINcentive accounts. In 2019, the program distributed

$13,800

in prize money.

In 2019, our work with business partners like CUNA Mutual Group and CO-OP Financial Services benefited MCU by

MCU’s partnerships with CUCollaborate, MSIC for

Custom Performance Reports, CU PolicyPro, and

InfoSight gives our members access to services that might be totally unavailable or otherwise cost Montana credit unions more than

• Strategic Partnerships

$

291,625

$

311,700

CAMPAIGN

HOURS

OF

SERVICE

ainings & Conferences

endees

•

36

CU

s

webinars

33

CU

s

•

347

webinars

purchased

shops communities cus

18

10

25

AL workshops

aced with an ever-changing and complicated regulatory vide timely advice, training, and resources to make sure they owledge they need to stay compliant and informed.

15 DIRECT COMPLIANCE

d 28 CREDIT UNIONS to

ce and training needs.

ECY ACT support, which ining for 136 people at 9

g the on-demand webinar

he 10-day BSA email series

ffiliated credit unions.

ELDER FINANCIAL

uding in-person training

ions, organizing a webinar ing, and producing a ompliance Vault.

ANCE OFFICER

ncluded moderating monthly ve listserv, and hosting two son workshop.

mpliance Vault as well as

newsletters and program

Rolled out an updated INFOSIGHT PLATFORM. The new platform features

a personalized dashboard for users, blogs, comprehensive resources, and a discussion board.

87%

PR engagement

100%

affiliation

Members substantially increased their use of our

media and PR services.

wealsoaddedaprsupport

sectiontoourwebsite.

We ended the year with all the credit unions with offices and branches in

Montana as members. We worked closely with

our state and federal regulators and Montana’s Congressional Delegation. weheldourbiennialmeeting

withourregulators. We advocated on behalf of Montana credit unions

during Montana’s 66th _{Legislative Session.}

Credit union members ended the year with $520,489 in savings. wealsodistributed$13,800 inprizemoney.

395

COMMUNITY

engagement

We grew membership in our 14 COMMUNITIES to more than

Throughout the 87-day session, we worked hard

to advocate for the credit unions in Montana. We held our biennial check-in with state and federal regulators to talk hot topics and trends.

73

bills monitored leadership from ncua’s western region

26

bills actively lobbied nascus president and ceo

1,309

bills reviewed montana commissioner of banking

Thank you for the assistance we’ve

received working with CUCollaborate

to find opportunities to expand our FOM.

When I asked how their fees worked,

Sam said I’d be happy since MCU had

this covered.

Thank you for the relationship you have

with CUCollaborate, it is a nice benefit

of league affiliation.

— steve grooms, president/ceo, 1st liberty fcu —

— josh wilson, vp of marketing — whitefish cu

— billings participant — connecting the dots workshop

Collaborating with Tiffany and

the staff at The Summit Group

provides us tremendous value.

They have experience working

with Montana credit unions and

our local media and can help us

spread our message in a way

that feels authentic.

This was my second time being a part of the Connecting the Dots training, and I was even more pleased with what I learned and took away from this experience. I think EVERYONE should attend these classes given the opportunity.

E

D

U

C

A

T

E

A

D

V

O

C

A

T

E

C

O

L

L

A

B

O

R

A

T

E

Friends,

It is my joy t

Report whic

our organiz

credit unio

Montana ac

By aggregating resources and w

than $3.3 million in services for o

million in dues. This value comes t

public relations, education, and as

math,” it’s real savings!

Acting as a convener for essent

unions in generating $23 million

members in the Treasure State. W

financial oversight while we Educa

behalf of our membership and t

We cannot do this alone, we wor

and our national partner the Cre

Our mission is to create a thrivin

the credit union ideal of “people

Cooperatively,

Tracie Kenyon

President/CEO

Montana’s Credit Unions

Thanks t t, we are

well-regarde ators at the

state and f le to weigh-in and

affect deci nions and our

industry Providing Montana CREDIT UNION STAFF AND VOLUNTEERS with high-quality

education and networking opportunities is one of MCU’s top priorities. In 2019, we added three free online workshops (tailored specifically to Montana credit union needs), a two-part series for credit union notaries, and a slew of local workshops for frontline staff to our “regular” line up of in-person conferences, trainings, and affordable webinars. MCU helped local CREDIT UNION CHAPTERS with email communication, meeting topic ideas, meeting notices, and speakers for their events.

m focused on engaging and supporting the PR liated credit unions. We saw an 87% INCREASE in mes our members reached out for assistance getting

n newspapers, radio, broadcast, online, and social. We

SUPPORT

section to our website.

$36,543

CUAC/CULAC

Raised for

Political advocacy

meeting with regulators

Mon

n

•

2019

Highlights •

•

Pol

•

PROFESSIONAL DEVELOPMENT

•

•

risk management

•

• aw

elations •

•

Philosophical advocacy

•

M T c re d it u n io n s fo r

co

m

m

u

n

it

y d

eve

lo

pme

n

t

•

REALITY FAIRS TAKE OFF

21 credit unions

participated in

21 reality fairs,

reaching

2,580 students i

n

10 communities

, almost doubling the impact from last year.

•

MOMENTUM OnUP

308 users

and

5 credit unions

benefited from this

online financial health program in 2019.

•

MONTANA MESA:Montana MESA distributed

$86,885 in match funds

to program participants

for qualified educational expenses.

•

CONNECTING THE DOTS WORKSHOPS: MCUCD expanded and enhanced its FOUR-COURSE CURRICULUM

for credit union staff to help them hone important practical skills and better understand credit union philosophy.

To support local, state, and national charitable organizations like MCUCD, CU4Kids, and the National Credit Union Foundation.

$68,206

•

philanthropic

•

ADVOCACY

w

e r

ai

se

d

In October 2019, credit union staff, volunteers, and members logged

4,279

•

giving time

•

en

182

4,058

PR VA

win

centive

savinGs

t the end of 2019,

585

MEMBERS at our participating credit unions had

$520,489

n their WINcentive accounts. In 2019, the program

stributed

$13,800

in prize money.

In 2019, our work with business partners like CUNA Mutual Group and CO-OP Financial Servicesbenefited MCU by

MCU’s partnerships with CUCollaborate, MSIC for

Custom Performance Reports, CU PolicyPro, and

InfoSight gives our members access to services that might be totally unavailable or otherwise cost Montana credit unions more than

• Strategic Partnerships

$

291,625

$

311,700

CAMPAIGN

HOURS

OF

SERVICE

9 in-person Trainings & Conferences

317

attendees

•

36

CU

s

webinars

33

CU

s

•

347

webinars

purchased

workshops communities cus attendees eastern mt roundtables

272

2

18

10

25

REGIONAL workshops

Our credit unions are faced with an ever-changing and complicated regulatory environment. We provide timely advice, training, and resources to make sure they have the tools and knowledge they need to stay compliant and informed.

IN 2019, we …

Responded to over 615 DIRECT COMPLIANCE INQUIRIES and visited 28 CREDIT UNIONS to

gauge their compliance and training needs. Provided BANK SECRECY ACT support, which

included in-person training for 136 people at 9

credit unions, updating the on-demand webinar

for staff, and sending the 10-day BSA email series

to 250 people and all affiliated credit unions. Offered instruction on ELDER FINANCIAL EXPLOITATION — including in-person training

for 181 people in 5 sessions, organizing a webinar on dementia-friendly banking, and producing a

special issue of the Compliance Vault. Managed the COMPLIANCE OFFICER

COMMUNITY, which included moderating monthly calls, overseeing an active listserv, and hosting two webinars and an in-person workshop.

Sent out the monthly Compliance Vault as well as monthly CU PolicyPro newsletters and program

updates.

Rolled out an updated INFOSIGHT PLATFORM. The new platform features

a personalized dashboard for users, blogs, comprehensive resources, and a discussion board.

87%

PR engagement

Members substantially increased their use of our

media and PR services. we also added a pr support

section to our website.

We work our sta regulator Congress we held ou with o We advo of Monta during 66th _Legis

395

COMMUNITY

engagement

We grew membership in our 14 COMMUNITIES to more than Throug ard

to advo . We held our biennial check-in with state andfederal regulators to talk hot topics and trends. leadership from ncua’s western region ied nascus president and ceo

1,

b rev montana commissioner of banking

Thank you for the assistance we’ve

received working with CUCollaborate

to find opportunities to expand our FOM.

When I asked how their fees worked,

Sam said I’d be happy since MCU had

this covered.

Thank you for the relationship you have

with CUCollaborate, it is a nice benefit

of league affiliation.

— steve grooms, president/ceo, 1st liberty fcu —

— billingsparticipant — connectingthedotsworkshop

Co

th

pro

Th

wit

our l

spr

tha

This was my second time being a part of the Connecting the Dots training, and I was even more pleased with what I learned and took away from this experience. I think EVERYONE should attend these classes given the opportunity.

E

D

U

C

A

T

E

A

D

V

O

C

A

T

E

C

O

L

L

A

B

O

R

A

T

E

Friends,

It is my joy to supply you with our 2019 Impact

Report which details the social and economic value

our organization provides to support Montana’s

credit unions as they serve more than 400,000

Montana account holders.

By aggregating resources and working cooperatively, we create more

than $3.3 million in services for our credit unions’ commitment of $1.1

million in dues. This value comes through shared advocacy, compliance,

public relations, education, and asset-building outreach. That isn’t “new

math,” it’s real savings!

Acting as a convener for essential services, we assist Montana credit

unions in generating $23 million* in financial benefit to credit union

members in the Treasure State. We commit to good stewardship and

financial oversight while we Educate, Advocate, and Collaborate on

behalf of our membership and their member/owners.

We cannot do this alone, we work side-by-side with local credit unions

and our national partner the Credit Union National Association (CUNA).

Our mission is to create a thriving credit union community and advance

the credit union ideal of “people helping people.”

Cooperatively,

Tracie Kenyon

President/CEO

Montana’s Credit Unions

*CUNA Economics, Sept. 2019

Thanks to Montana’s Credit Unions engagement, we are well- regarded by political decision-makers and regulators at the state and federal levels. As a result, we are able to weigh-in and affect decisions on issues important to credit unions and our industry. Our voice counts.

Providing Montana CREDIT UNION STAFF AND VOLUNTEERS with high-quality

education and networking opportunities is one of MCU’s top priorities. In 2019, we added three free online workshops (tailored specifically to Montana credit union needs), a two-part series for credit union notaries, and a slew of local workshops for frontline staff to our “regular” line up of in-person conferences, trainings, and affordable webinars. MCU helped local CREDIT UNION CHAPTERS with email communication, meeting topic ideas, meeting notices, and speakers for their events.

This year, our team focused on engaging and supporting the PR efforts of our affiliated credit unions. We saw an 87% INCREASE in the number of times our members reached out for assistance getting media coverage in newspapers, radio, broadcast, online, and social. We also added a PR SUPPORT section to our website.

$36,543

CUAC/CULAC

Raised for

Political advocacy

meeting with regulators

Montana legislative session

•

2019

Highlights •

•

Political advocacy

•

•

PROFESSIONAL DEVELOPMENT

•

•

risk management

•

• awareness & public relations •

•

Philosophical advocacy

•

M T c re d it u n io n s fo r

co

m

m

u

n

it

y d

eve

lo

pme

n

t

•

REALITY FAIRS TAKE OFF

21 credit unions

participated in

21 reality fairs,

reaching

2,580 students i

n

10 communities

, almost doubling the impact from last year.

•

MOMENTUM OnUP

308 users

and

5 credit unions

benefited from this

online financial health program in 2019.

•

MONTANA MESA: Montana MESA distributed

$86,885 in match funds

to program participants

for qualified educational expenses.

•

CONNECTING THE DOTS WORKSHOPS: MCUCD expanded and enhanced its FOUR-COURSE CURRICULUM

for credit union staff to help them hone important practical skills and better understand credit union philosophy.

To support local, state, and national charitable organizations like MCUCD, CU4Kids, and the National Credit Union Foundation.

$68,206

•

philanthropic

•

ADVOCACY

w

e r

ai

se

d

In October 2019, credit union staff, volunteers, and members logged

4,279

•

giving time

•

engagement

182

PLACEMENTS

4,058,843

IMPRESSIONS PR VALUE of

$131,034

win

centive

savinGs

At the end of 2019,

585

MEMBERS at our

6

participating credit unions had

$520,489

in their WINcentive accounts. In 2019, the program distributed

$13,800

in prize money.

In 2019, our work with business partners like CUNA Mutual Group and CO-OP Financial Services benefited MCU by

MCU’s partnerships with CUCollaborate, MSIC for

Custom Performance Reports, CU PolicyPro, and

InfoSight gives our members access to services that might be totally unavailable or otherwise cost Montana credit unions more than

• Strategic Partnerships

$

291,625

$

311,700

CAMPAIGN

HOURS

OF

SERVICE

9 in-person Trainings & Conferences

317

attendees

•

36

CU

s

webinars

33

CU

s

•

347

webinars

purchased

workshops communities cus attendees eastern mt roundtables

272

2

18

10

25

REGIONAL workshops

Our credit unions are faced with an ever-changing and complicated regulatory environment. We provide timely advice, training, and resources to make sure they have the tools and knowledge they need to stay compliant and informed.

IN 2019, we …

Responded to over 615 DIRECT COMPLIANCE INQUIRIES and visited 28 CREDIT UNIONS to

gauge their compliance and training needs. ProvidedBANK SECRECY ACT support, which

includedin-person training for 136 people at 9

credit unions, updating the on-demand webinar

for staff, and sending the 10-day BSA email series

to 250 people and all affiliated credit unions. Offered instruction onELDER FINANCIAL EXPLOITATION — including in-person training

for 181 people in 5 sessions, organizing a webinar on dementia-friendly banking, and producing a

special issue of the Compliance Vault. Managed the COMPLIANCE OFFICER

COMMUNITY, which included moderating monthly calls, overseeing an active listserv, and hosting two webinars and an in-person workshop.

Sent out the monthly Compliance Vault as well as monthly CU PolicyPro newsletters and program

updates.

Rolled out an updated INFOSIGHT PLATFORM. The new platform features

a personalized dashboard for users, blogs, comprehensive resources, and a discussion board.

87%

PR engagement

100%

affiliation

Members substantially increased their use of our

media and PR services. we also added a pr support

section to our website.

We ended the year with all the credit unions with

offices and branches in Montana as members. We worked closely with

our state and federal regulators and Montana’s Congressional Delegation. we held our biennial meeting

with our regulators. We advocated on behalf of Montana credit unions

during Montana’s 66th _{Legislative Session.}

Credit union members ended the year with $520,489 in savings. we also distributed$13,800 in prize money.

395

COMMUNITY

engagement

We grew membership in our 14 COMMUNITIES to more than

Throughout the 87-day session, we worked hard

to advocate for the credit unions in Montana. We held our biennial check-in with state and federal regulators to talk hot topics and trends.

73

bills monitored leadership fromncua’s westernregion

26

bills activelylobbied nascus president andceo

1,309

bills reviewed montana commissioner ofbanking

Thank you for the assistance we’ve

received working with CUCollaborate

to find opportunities to expand our FOM.

When I asked how their fees worked,

Sam said I’d be happy since MCU had

this covered.

Thank you for the relationship you have

with CUCollaborate, it is a nice benefit

of league affiliation.

— steve grooms, president/ceo, 1st liberty fcu —

— joshwilson, vpofmarketing — whitefishcu

— billings participant — connecting the dots workshop

Collaborating with Tiffany and

the staff at The Summit Group

provides us tremendous value.

They have experience working

with Montana credit unions and

our local media and can help us

spread our message in a way

that feels authentic.

This was my second time being a part of the Connecting the Dots training, and I was even more pleased with what I learned and took away from this experience. I think EVERYONE should attend these classes given the opportunity.

E

D

U

C

A

T

E

A

D

V

O

C

A

T

E

C

O

L

L

A

B

O

R

A

T

E

Friends,

It is my joy to supply you with our 2019 Impact

Report which details the social and economic value

our organization provides to support Montana’s

credit unions as they serve more than 400,000

Montana account holders.

By aggregating resources and working cooperatively, we create more

than $3.3 million in services for our credit unions’ commitment of $1.1

million in dues. This value comes through shared advocacy, compliance,

public relations, education, and asset-building outreach. That isn’t “new

math,” it’s real savings!

Acting as a convener for essential services, we assist Montana credit

unions in generating $23 million* in financial benefit to credit union

members in the Treasure State. We commit to good stewardship and

financial oversight while we Educate, Advocate, and Collaborate on

behalf of our membership and their member/owners.

We cannot do this alone, we work side-by-side with local credit unions

and our national partner the Credit Union National Association (CUNA).

Our mission is to create a thriving credit union community and advance

the credit union ideal of “people helping people.”

Cooperatively,

Tracie Kenyon

President/CEO

Montana’s Credit Unions

*CUNA Economics, Sept. 2019

Thanks to Montana’s Credit Unions engagement, we are well-regarded by political decision-makers and regulators at the state and federal levels. As a result, we are able to weigh-in and affect decisions on issues important to credit unions and our industry. Our voice counts.

Providing Montana CREDIT UNION STAFF AND VOLUNTEERS with high-quality

education and networking opportunities is one of MCU’s top priorities. In 2019, we added three free online workshops (tailored specifically to Montana credit union needs), a two-part series for credit union notaries, and a slew of local workshops for frontline staff to our “regular” line up of in-person conferences, trainings, and affordable webinars. MCU helped local CREDIT UNION CHAPTERS with email communication, meeting topic ideas, meeting notices, and speakers for their events.

This year, our team focused on engaging and supporting the PR efforts of our affiliated credit unions. We saw an 87% INCREASE in the number of times our members reached out for assistance getting media coverage in newspapers, radio, broadcast, online, and social. We also added a PR SUPPORTsection to our website.

$36,543

CUAC/CULAC

Raised for

Political advocacy

meeting with regulators

Montana legislative session

•

2019

Highlights •

•

Political advocacy

•

•

PROFESSIONAL DEVELOPMENT

•

•

risk management

•

• awareness & public relations •

•

Philosophical advocacy

•

M T c re d it u n io n s fo r

co

m

m

u

n

it

y d

eve

lo

pme

n

t

•

REALITY FAIRS TAKE OFF

21 credit unions

participated in

21 reality fairs,

reaching

2,580 students i

n

10 communities

, almost doubling the impact from last year.

•

MOMENTUM OnUP

308 users

and

5 credit unions

benefited from this

online financial health program in 2019.

•

MONTANA MESA: Montana MESA distributed

$86,885 in match funds

to program participants

for qualified educational expenses.

•

CONNECTING THE DOTS WORKSHOPS: MCUCD expanded and enhanced its FOUR-COURSE CURRICULUM

for credit union staff to help them hone important practical skills and better understand credit union philosophy.

To support local, state, and national charitable organizations like MCUCD, CU4Kids, and the National Credit Union Foundation.

$68,206

•

philanthropic

•

ADVOCACY

w

e r

ai

se

d

In October 2019, credit union staff, volunteers, and members logged

4,279

•

giving time

•

engagement

182

PLACEMENTS

4,058,843

IMPRESSIONS PR VALUE of

$131,034

win

centive

savinGs

At the end of 2019,

585

MEMBERS at our

6

participating credit unions had

$520,489

in their WINcentive accounts. In 2019, the program distributed

$13,800

in prize money.

In 2019, our work with business partners like CUNA Mutual Group and CO-OP Financial Services benefited MCU by

MCU’s partnerships with CUCollaborate, MSIC for

Custom Performance Reports, CU PolicyPro, and

InfoSight gives our members access to services that might be totally unavailable or otherwise cost Montana credit unions more than

• Strategic Partnerships

$

291,625

$

311,700

CAMPAIGN

HOURS

OF

SERVICE

9 in-person Trainings & Conferences

317

attendees

•

36

CU

s

webinars

33

CU

s

•

347

webinars

purchased

workshops communities cus attendees eastern mt roundtables

272

2

18

10

25

REGIONAL workshops

Our credit unions are faced with an ever-changing and complicated regulatory environment. We provide timely advice, training, and resources to make sure they have the tools and knowledge they need to stay compliant and informed.

IN 2019, we …

Responded to over 615 DIRECT COMPLIANCE INQUIRIES and visited 28 CREDIT UNIONS to

gauge their compliance and training needs. ProvidedBANK SECRECY ACT support, which

includedin-person training for 136 people at 9

credit unions, updating the on-demand webinar

for staff, and sending the 10-day BSA email series

to 250 people and all affiliated credit unions. Offered instruction onELDER FINANCIAL EXPLOITATION — including in-person training

for 181 people in 5 sessions, organizing a webinar on dementia-friendly banking, and producing a

special issue of the Compliance Vault. Managed the COMPLIANCE OFFICER

COMMUNITY, which included moderating monthly calls, overseeing an active listserv, and hosting two webinars and an in-person workshop.

Sent out the monthly Compliance Vault as well as monthly CU PolicyPro newsletters and program

updates.

Rolled out an updated INFOSIGHT PLATFORM. The new platform features

a personalized dashboard for users, blogs, comprehensive resources, and a discussion board.

87%

PR engagement

100%

affiliation

Members substantially increased their use of our

media and PR services. we also added a pr support

section to our website.

We ended the year with all the credit unions with

offices and branches in Montana as members. We worked closely with

our state and federal regulators and Montana’s Congressional Delegation. we held our biennial meeting

with our regulators. We advocated on behalf of Montana credit unions

during Montana’s 66th _{Legislative Session.}

Credit union members ended the year with $520,489 in savings. we also distributed$13,800 in prize money.

395

COMMUNITY

engagement

We grew membership in our 14 COMMUNITIES to more than

Throughout the 87-day session, we worked hard

to advocate for the credit unions in Montana. We held our biennial check-in with state andfederal regulators to talk hot topics and trends.

73

bills monitored leadership from ncua’s western region

26

bills actively lobbied nascus president and ceo

1,309

bills reviewed montana commissioner of banking

Thank you for the assistance we’ve

received working with CUCollaborate

to find opportunities to expand our FOM.

When I asked how their fees worked,

Sam said I’d be happy since MCU had

this covered.

Thank you for the relationship you have

with CUCollaborate, it is a nice benefit

of league affiliation.

— stevegrooms, president/ceo, 1stlibertyfcu —

— josh wilson, vp of marketing — whitefish cu

— billings participant — connecting the dots workshop

Collaborating with Tiffany and

the staff at The Summit Group

provides us tremendous value.

They have experience working

with Montana credit unions and

our local media and can help us

spread our message in a way

that feels authentic.

This was my second time being a part of the Connecting the Dots training, and I was even more pleased with what I learned and took away from this experience. I think EVERYONE should attend these classes given the opportunity.

The

5

publications above add up to

28,079

individual contacts.

2019

Impact

Report

M

on

tana’s C

redit U

nions

101 N R

odne

y S

_{t. | H}

elena M

T 59601

406.442.

9081

or

800

.745-5546

m cun

.

_coop

|

m ont anascreditunions

.

_coop

• Communication s•

Connections and information are important for our business. We communicate regularly with our credit union community to keep them both informed about important developments, resources, and “happenings” in our industry and connected to their Montana counterparts.

The Trust gives Montana credit unions an affordable way to provide Health, Dental, Vision, and Group & Voluntary Life Coverage to their staff and families.

Montana’s credit union movement is a cooperative affair. We believe in sharing stories, best practices, and expertise to serve our members and all Montanans better. To strengthen those ties and support working together, MCU facilitated

14

COMMUNITIES to help credit

union professionals and volunteers connect with their peers, solve problems, and build knowledge.

In 2019, MCU worked to grow those com-munities — identifying and reaching out to potential members, setting up listservs, holding regular calls, in-person meetings, and trainings. It’s an organic process, and we’ve poured a strong foundation to build upon in coming years.

IN 2019, we …

IN 2019, we …

Sent out

49

issues of the PRESIDENT’S REPORT to a list of

349

credit union volunteers and professionals in Montana. Posted

45

articles on A DIRECT LINE, our blog for directors, and sent emails to

163

individuals to alert them to the new content. Sent out

12

issues ofTHE COMPLIANCE VAULT to an average

221

credit union professionals.

Added ALTERNATIVE MEDICINE and WEIGHT MANAGEMENT to the host of additional benefits the plan offers members.

Established a WELLNESS COMMITTEE and rolled out the WEEKLY WELLNESS TIPSnewsletter.

Convened

11 TRUSTEE MEETINGS

and sent out

48

UPDATES to all credit unions in the Trust. Held

14

EDUCATIONAL SESSIONS around OPEN ENROLLMENT.

Made more than 2,300 OTHER CONTACTS between MCU staff and credit unions on Trust-related items.

Started

2

new eNewsetters —THE HYPE for young professionals and WEEKLY WELLNESS TIPS for the Group Benefits Trust Wellness Champions.

Moderated

7

active listservs with over

380

subscribers, which allows for the easy share of information.

Group benefits trust

m o n ta n a c re d it u n io n l ea g u e

•

mcu communities

•

compliance officer trainingofficers volunteers cumanagement schoolalumni harnessingyp energy it financial capability hr

takethelead

advocacy ceo

chapterleaders cuvoices lending

mcu

communities

14

separate

plans

6

credit union

members

22

lives

covered

650

+

individuals

at

48 cu

_s

395

+

million

in claims paid

$3.86

— alex bostic, director, russell country fcu —

Hello Donya. I sometimes think you are bugging

our board and/or committee meetings. Your blog

items are so on target and very helpful.

— erin knerr, coo, fergus fcu —

Take the Lead i

s a fantastic

program that offers not only ne

w

valuable lessons about l

eadership and

management, but a

lso a group of fell

ow

Take the Leaders t

o reach out to...

I’m definitely lookin

g forward to my

second year in the pr

ogram and would

highly recommend it t

o new leaders

.

— sheristeinmetz, a “happy” bsaofficer, intrepidcu —

I love our Compliance Community. I just can’t

imagine my life without it. I look forward

to the monthly calls where Donya keeps us

up-to-date on regulations, what effect they

will have on our credit unions, and

compli-ance training that is available.

I rely on the camaraderie among the group

members. Everyone is always willing to

share their experiences and thoughts about

issues. I know I can reach out to anyone and

ask about procedures and common practice

in their credit unions and they will be more

than happy to take time out of their day to

help me out.

The

5

publications above add up to

28,079

individual contacts.

2019

Impact

Report

M

on

tana’s C

redit U

nions

101 N R

odne

y S

_{t. | H}

elena M

T 59601

406.442.

9081

or

800

.745-5546

m cun

.

_coop

|

m ont anascreditunions

.

_coop

• Communication s•

Connections and information are important for our business. We communicate regularly with our credit union community to keep them both informed about important developments, resources, and “happenings” in our industry and connected to their Montana counterparts.

The Trust gives Montana credit unions an affordable way to provide Health, Dental, Vision, and Group & Voluntary Life Coverage to their staff and families.

g

ed

In 2019, MCU worked to grow those com-munities — identifying and reaching out to potential members, setting up listservs, holding regular calls, in-person meetings, and trainings. It’s an organic process, and we’ve poured a strong foundation to build upon in coming years.

IN 2019, we …

IN 2019, we …

Sent out

49

issues of the PRESIDENT’S REPORT to a list of

349

credit union volunteers and professionals in Montana. Posted

45

articles on A DIRECT LINE, our blog for directors, and sent emails to

163

individuals to alert them to the new content. Sent out

12

issues of THE COMPLIANCE VAULT to an average

221

credit union professionals.

Added ALTERNATIVE MEDICINE and WEIGHT MANAGEMENT to the host of additional benefits the plan offers members.

Established a WELLNESS COMMITTEE and rolled out the WEEKLY WELLNESS TIPSnewsletter.

Convened

11 TRUSTEE MEETINGS

and sent out

48

UPDATES to all credit unions in the Trust. Held

14

EDUCATIONAL SESSIONS around OPEN ENROLLMENT.

Made more than 2,300 OTHER CONTACTS between MCU staff and credit unions on Trust-related items.

Started

2

new eNewsetters —THE HYPE for young professionals and WEEKLY WELLNESS TIPS for the Group Benefits Trust Wellness Champions.

Moderated

7

active listservs with over

380

subscribers, which allows for the easy share of information.

Group benefits trust

m o n ta n a c re d it u n io n l ea g u e

•

cu management school alumni harnessing yp energy ch

separate

plans

6

credit

union

members

22

lives

covered

650

+

million

in

claims

paid

$3.86

— alexbostic, director, russellcountryfcu —

Hello Donya. I sometimes think you are bugging

our board and/or committee meetings. Your blog

items are so on target and very helpful.

— sheri steinmetz, a “happy” bsa officer, intrepid cu —

I love our Compliance Community. I just can’t

imagine my life without it. I look forward

to the monthly calls where Donya keeps us

up-to-date on regulations, what effect they

will have on our credit unions, and

compli-ance training that is available.

I rely on the camaraderie among the group

members. Everyone is always willing to

share their experiences and thoughts about

issues. I know I can reach out to anyone and

ask about procedures and common practice

in their credit unions and they will be more

than happy to take time out of their day to

help me out.

The

5

publications above add up to

28,079

individual contacts.

2019

Impact

Report

M

on

tana’s C

redit U

nions

101 N R

odne

y S

_{t. | H}

elena M

T 59601

406.442.

9081

or

800

.745-5546

m cun

.

_coop

|

m ont anascreditunions

.

_coop

•Communication s•

Connections and information are important for our business. We communicate regularly with our credit union community to keep them both informed about important developments, resources, and “happenings” in our industry and connected to their Montana counterparts.

The Trust gives Montana credit unions an affordable way to provide Health, Dental, Vision, and Group & Voluntary Life Coverage to their staff and families.

Montana’s credit union movement is a cooperative affair. We believe in sharing stories, best practices, and expertise to serve our members and all Montanans better. To strengthen those ties and support working together, MCU facilitated

14

COMMUNITIES to help credit union professionals and volunteers connect with their peers, solve problems, and build knowledge.

In 2019, MCU worked to grow those com-munities — identifying and reaching out to potential members, setting up listservs, holding regular calls, in-person meetings, and trainings. It’s an organic process, and we’ve poured a strong foundation to build upon in coming years.

IN 2019, we …

IN 2019, we …

Sent out

49

issues of the PRESIDENT’S REPORTto a list of

349

credit union volunteers and professionals in Montana. Posted

45

articles onA DIRECT LINE, our blog for directors, and sent emails to

163

individuals to alert them to the new content. Sent out

12

issues ofTHE COMPLIANCE VAULTto an average

221

credit union professionals.

AddedALTERNATIVE MEDICINE and WEIGHT MANAGEMENT to the host of additional benefits the plan offers members.

Established a WELLNESS COMMITTEE and rolled out the WEEKLY WELLNESS TIPSnewsletter.

Convened

11 TRUSTEE MEETINGS

and sent out

48

UPDATES to all credit unions in the Trust. Held

14

EDUCATIONAL SESSIONS aroundOPEN ENROLLMENT.

Made more than 2,300 OTHER CONTACTS between MCU staff and credit unions on Trust-related items.

Started

2

new eNewsetters —THE HYPE for young professionals andWEEKLY WELLNESS TIPS for the Group Benefits Trust Wellness Champions.

Moderated

7

active listservs with over

380

subscribers, which allows for the easy share of information.

Group benefits trust

m o n ta n a c re d it u n io n l ea g u e

•

mcu communities

•

compliance officer training officers volunteers cu management school alumni harnessing yp energy it financial capability hr

take the lead

advocacy ceo

chapter leaders cu voices lending

mcu

communities

14

separate

plans

6

credit union

members

22

lives

covered

650

+

individuals

at

48 cu

_s

395

+

million

in claims paid

$3.86

— alex bostic, director, russell country fcu —

Hello Donya. I sometimes think you are bugging

our board and/or committee meetings. Your blog

items are so on target and very helpful.

— erin knerr, coo, fergus fcu —

Take the Lead i

s a fantastic

program that offers not only ne

w

valuable lessons about l

eadership and

management, but a

lso a group of fell

ow

Take the Leaders t

o reach out to...

I’m definitely lookin

g forward to my

second year in the pr

ogram and would

highly recommend it t

o new leaders

.

— sheri steinmetz, a “happy” bsa officer, intrepid cu —

I love our Compliance Community. I just can’t

imagine my life without it. I look forward

to the monthly calls where Donya keeps us

up-to-date on regulations, what effect they

will have on our credit unions, and

compli-ance training that is available.

I rely on the camaraderie among the group

members. Everyone is always willing to

share their experiences and thoughts about

issues. I know I can reach out to anyone and

ask about procedures and common practice

in their credit unions and they will be more

than happy to take time out of their day to

help me out.