That Credit Union Blog


Happy New Year! by Rob Rutkowski
December 31, 2007, 3:53 pm
Filed under: Current Issues in Credit Unions

I’m sure that 2008 will bring many new blog topics.  Our New Year’s resolution is to use more video!  The tools have been there for a long time, but this year is the time to make it happen.  Video is harder than audio, but the results are appreciated so it’s worthwhile.

Speaking of audio, we did a “best of” show on CiiCU this month.  Here are the details:

Throughout our 20 shows, we’ve offered tips on various topics.  This “best of” show puts many of those tip segments all in one episode.  (It also lets us take a vacation this month)!

–What are some tips for credit unions to remember when dealing with the death of a member?
– Members with trust accounts:  quick tips for credit unions. (6:58)
–Down and dirty disaster recovery planning tips. (11:57)
–Tips on Truth in Lending advertising compliance.  (21:38)
–Tips on drafting suspicious activity report narratives. (29:41)
–Tips for credit unions handling wire transfers.  (38:30)
–Tips on dealing with the member’s attorney.  (42:58)
–Going Paperless:  tips and traps.  (47:22)
–Tips on loan participation agreements.  (55:20)

The CIiCU hosts are:

Brian Witt
Member
Farleigh Witt,
Attorneys at Law
121 SW Morrison Street, Suite 600
Portland, Oregon 97204
Telephone: 503-228-6044
Fax: 503-228-1741
http://www.farleighwitt.com

Guy Messick
Member
Messick & Weber P.C.
The Madison Building, 108 Chesley Drive
Media, Pennsylvania 19063-1712
Telephone: 610-891-9000
Fax: 610-891-9008
http://www.cusolaw.com

Faith Anderson
American Airlines Credit Union
P.O. Box 619001
MD 2100
DFW Airport, TX
75261-9001
(800) 533-0035
https://www.aacreditunion.org/default.asp

Robert Rutkowski
Shareholder
Weltman, Weinberg & Reis Co., L.P.A.
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113
Telephone: 216-739-5004
Fax: 216-739-5642
http://thatcreditunionblog.com
http://www.weltman.com

Subcribe to the show via iTunes Music Store: http://phobos.apple.com/WebObjects/MZStore.woa/wa/viewPodcast?id=151785964&s=143441
Direct download: Best_of_CIiCU_1_final.mp3



John Porter Moves to WWR’s Columbus Office by Nicole Kellner-Swick
December 13, 2007, 6:04 pm
Filed under: credit unions, Uncategorized

WWR credit union attorney John Porter recently moved to our Columbus office. We are excited about this move and the opportunity for him to get more closely involved with credit unions in the Columbus area.

John Porter AnnouncementJohn Porter AnnouncementJohn Porter Announcement



Unity Catholic Federal Credit Union has a new branch. by Rob Rutkowski
December 10, 2007, 4:17 pm
Filed under: branch opening, credit unions

Yesterday, my daughter and I attended the ribbon cutting ceremony for Unity Catholic FCU’s new branch. It was very well attended and the Mayor of the City of Brunswick, Dale Strasser, gave a speech and cut the ribbon. State Representative Bill Batchelder also made an appearance and talked about how much he believes in the value of credit unions. I made a short video of the event that you can watch below.

I enjoy attending branch openings and I particularly enjoy seeing credit unions grow and help the communities in which they do business prosper.  The credit union’s CEO, Tamlyn Straight-Schervish and her staff did a terrific job with this event.  My daughter enjoyed it because she won a stuffed bear for herself and another one for her sister.




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