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- 1. Capturing the Credit Union Difference
- 2. The Credit Union Difference • Member driven organization • People before profits • Stakeholders not shareholders • Place a high value on financial literacy • Built by communities for communities
- 3. CSR xxxx Foundation of The Credit Union Difference • Genuine responsibility to both members and the greater community • Inherent in the Credit Union Model and history • A true early leader in this good business movement
- 4. Management Challenges Capacity — Lack of resources — Takes time — Inefficient Engagement — Awareness — Buy in — Ongoing participation Reporting — Spreadsheets & Emails — Chasing for photos and data — Manual processes
- 5. The Opportunity Elevate the public awareness of CU Difference and drive sustainable growth • Unique Differentiator • Improve Return on Community Investment (ROIC) • Drive new membership • Increase member loyalty • Improved employee engagement and pride • Increase employee awareness and participation • Save time • Automated reporting • Improve efficiency
- 7. Porpoise Technology #CelebrateTheGood • Programming • Engagement • Measurement • Impact Reporting
- 8. Porpoise Programs CREDIT UNION IN THE COMMUNITY 2019 Volunteerism Program #1 Metric Captured Goal 20 Hours Hours We want to continue to make a meaningful difference in our community. Log the hours you volunteer including the name of the organization(s) you are volunteering with. Also feel free to share pictures and impact stories with the rest of the team! Powered by Porpoise CREDIT UNION 2019 Each One Teach One Metric Participants Program #2 Each One Teach One is an important program that we run in our communities with the mission of helping our members develop the knowledge and skills necessary to confidently manage their personal finances. Post your Each One Teach One stories here, along with the number of participants and the partner organization involved. Powered by Porpoise CREDIT UNION 2019 Donations, Sponsorships, and Community Investments Program #3 Metric Dollars This is where we will keep track of our donations and sponsorships. Record money donated, membership fees, registration fees or any other fee associated with participation in a community event. If you purchased something to support a community event (ex. Supplies, lunch for an event) record the details of the event including the monetary value. Pictures would also be great, if possible! Powered by Porpoise Financial Literacy
- 10. Dollar Value of Volunteer Hours: $171,548.28 Over $13000 in Community Donations and Sponsorship 366 Organizations Impacted Measure Impact IMPACT REPORT Powered by Porpoise Active Users 70 Engagement 56% Posts 71 WELL DONES GIVEN 373 ORGANIZATIONS SUPPORTED 20 VOLUNTEER HOURS 210 Aaron Greenman 2018 - 04 - 24 Volunteering with Youth in Transition as part Erin Fullerton 2018 - 04 - 25 Had a terrific time volunteering at the Ville Sharon Cattan 2018 - 04 - 24 Completed Challenges 19 IMPACT REPORT Powered by Porpoise Active Users 70 Engagement 56% Posts 71 WELL DONES GIVEN 373 ORGANIZATIONS SUPPORTED 20 VOLUNTEER HOURS 210 We spent the afternoon at Fredericton Kitchens organizing the pantry, stuffing envelopes and chopping veggies! My favourite part was being part of this team; knowing that every minute we put in had a positive impact on our community. It always feels good to help! 3 hour(s) | ANBL ALL IN / INVESTISSONS-NOUS | Fredericton Kitchens Inc. Aaron Greenman 2018 - 04 - 24 4 Volunteering with Youth in Transition as part of the ANBL annual conference! Erin Fullerton 2018 - 04 - 25 2 hour(s) | ANBL ALL IN / INVESTISSONS-NOUS | Youth in Transition 8 Presenting the United Way “Know our Community Award” to Outflow - with Jayme Hall Ingrid Skodje 2017 - 11 - 24 1.5 hour(s) | ANBL ALL IN / INVESTISSONS-NOUS | United Way / Centraide - Saint John, Kings and Charlotte 4 Had a terrific time volunteering at the Ville today with the ANBL team. What a fantastic organization! 2 hour(s) | ANBL ALL IN / INVESTISSONS-NOUS | The Ville Cooperative Sharon Cattan 2018 - 04 - 24 5 Charlotte County Ground Search and Rescue has been activated to assist EMO to man barricades, assist evacuations and ensure safety of residents affected by flooding. 8 hour(s) | ANBL ALL IN / INVESTISSONS-NOUS | Charlotte County Ground Search & Rescue Sarah Hind 2018 - 04 - 29 4 Impact report powered by Porpoise. www.porpoise.com #CELEBRATINGTHEGOOD Completed Challenges 19
- 12. The Benefits • Aligned values • Connected branches • Story and data capture • Impact measurement • Employee rewards • Peer to peer recognition • Improved impact reporting • Time savings / calculated ROI • Talent attraction and retention • Event management
- 13. ‘’ In terms of the time it saved us at LECU, a conservative estimate is about 240-260 staff hours per year. An even more important benefit is the fact that the data is reliable. It is very important that we be able to access our community impact data in a very timely manner the Porpoise platform provides this feature for us.’’ Case Study Candace Matthews Member Relations and Communications Specialist, Leading Edge Credit Union
- 14. Vision What if people saw and really understood how CU’s inherently incorporate doing ‘’Good’’ and differ from the big banks? What if your greatest differentiator was celebrated and well known? Let’s capture and tell this story at scale. All Credit Unions telling this story together!