LSCU COOP / Cooperative Initiatives / Chapter Support / Chapter Best Practices

Chapter Best Practices

LSCU Speaker's Bureau

Need a speaker for your chapter meeting? The LSCU Speaker's Bureau contains a list of available speakers and their topics of expertise.

Chapter Meeting Best Practices:

  • Create a “Meeting Moment” at your monthly Chapter meeting by having one or two credit unions give the history of their credit union and introduce their staff.
  • Generate incentives when a credit union attends a meeting for the first time.
  • Determine your Chapter’s strengths and weaknesses, establish goals, and determine events for the year (event calendar). Review them mid-way through the year to ensure you are on track.
  • Coordinate/host Chapter events such as an annual Chapter Golf Tournament or Bowl-a-Thon to benefit the League's PAC or a local charity.
  • Establish a Governmental Affairs Committee in your Chapter to keep abreast of happenings in the political arena. Its duties could include reporting political news to the Chapter board and coordinating/promoting legislative Chapter events such as meet-and-greets, candidate walk participation, and political campaign involvement.
  • Create a key contact list within your Chapter so that when critical political issues come up, your Chapter will be able to notify members quickly.
  • Encourage Chapter credit unions to be unified on specific issues like taxation.
  • Coordinate financial literacy education efforts at the Chapter level through Jump$tart, NEFE, and NYIB programs.
  • Create a brochure containing your Chapter’s event calendar and contact information for Chapter board officers.
  • Share your ideas among Chapter members that have been successful in the past for cooperative efforts…don’t reinvent the wheel! This can be done through e-mail, Chapter Newsletters, Chapter meetings, and your Chapter website.
  • Encourage Chapter members to notify the Chapter President of anyone who completes the STAR/VAP/MERIT Programs so that the Chapter can recognize them at meetings.
  • Coordinate combined Chapter meetings, if your Chapter is close to another Chapter, to promote unity among Chapters.
  • Create an annual signature event for your Chapter such as a motorcycle rally; or get involved in a festival that your community holds to raise money for a charity, i.e., a CMN telethon.
  • Encourage an inactive credit union to attend a Chapter meeting - invite them to be your guest for the night!
  • Develop mentoring programs to reach out to credit unions in the Chapter.
  • Share news coverage with the Chapter and FCUL about events happening in the Chapter or in your credit unions.
  • Appoint a Chapter liaison within every credit union in your Chapter and send Chapter notices to them, as well as credit union board members, committee members, and CEOs.
  • Encourage your Chapter members to sit with someone they haven’t met so they will have the opportunity to network with someone new in their Chapter. For example, have each member draw a table number at which to sit or assign seating according to their job functions.
  • During the reception time at your functions/meetings and have ice breaker games to encourage networking.
  • Determine the hot issues that your Chapter credit unions are currently dealing with and focus meetings on those issues.
  • Survey your Chapter credit unions once or twice a year to find out what type of meetings/functions they are interested in attending.
  • Give away door prizes donated by vendors, credit unions, or the Chapter at every meeting.
  • Network with your credit union vendors/partners to sponsor part of your Chapter meeting or donate door prizes.
  • Get to know inactive credit unions through a buddy system… invite them to lunch or to a Chapter meeting.
  • Develop a Chapter information sheet to give to newcomers that contains information about the Chapter and how the Chapter provides a strong network among area credit unions through advocacy, communication, education, and community involvement.
  • At each Chapter meeting, recognize newcomers to the credit union movement and provide them with your Chapter information sheet.
  • Consider meeting locations when planning your Chapter meetings, as this will affect the attendance of your meetings.
  • Enlist all Chapter credit unions to share information on speakers they have heard or used in the past for the meetings.
  • Mix up your Chapter meetings: ask them to bring a gift certificate for a turkey at Thanksgiving; host a holiday reception in December and have your Chapter credit unions bring in stockings stuffed with toys for a local charity; have a lunch meeting instead of a night meeting; have an educational seminar during the day one month and at night the next to cover all spectrums of scheduling; have a luau themed summer meeting with a steel drum band; or host a family barbecue.
  • Develop an attendance program for credit unions by asset size (large, medium, and small). Give a prize to the CEO or manager of each asset size that brings the most staff members to your monthly meeting.
  • Focus on keeping the cost reasonable for Chapter meetings.
  • Create an online monthly or quarterly Chapter newsletter and encourage your Chapter credit unions to contribute articles and upcoming events.
  • Establish host credit unions at each Chapter meeting. The host credit union’s duties would be to greet attendees at the door and tend the registration table; then allow them five minutes to say something about their credit union.
  • Network through the Chapter to do cooperative advertising within your area.
  • Encourage that the Chapter officers come from several credit unions.
  • Share money saving information regarding resources such as data processing; or establish cooperative buying power with your Chapter credit unions.
  • Have each credit union submit a nominee for volunteer of the year. The Chapter would then pick and honor one from the entries.
  • Hold a volunteer appreciation night.
  • Enlist credit unions that have the capability to host a Web seminar, then invite other credit unions to join in once a month.
  • Delegate duties for different Chapter functions to the board and enlist sub-committees to assist with the work load.
  • Establish specific job duties for Chapter officers.
  • Be involved in cooperative credit union training.
  • Develop an adopt-a-credit-union program where one credit union is responsible for another during the entire year.
  • Create a phone chain system to call all Chapter credit unions to remind them of each meeting.
  • Organize a partnership – mentoring or otherwise - between small and large credit unions.
  • Coordinate quarterly Chapter lunch meetings specific to credit union departments such as marketing, IT, CFOs, CEOs, etc.
  • Create a listserv for your Chapter, as well as specific job positions in the credit union, such as marketing, IT, CFOs, CEOs, etc.
  • Create a Chapter website. Post pictures and descriptions of Chapter meetings and events.
  • Host a family event and network on a personal basis