League Liaison Conference Call 2010  A Partnership between NCUF & REAL Solutions State Leagues
New REAL Solutions® Leagues <ul><li>WELCOME   Maine </li></ul><ul><ul><li>Jon Paradise </li></ul></ul>
REAL Solutions CU Fact Sheet <ul><li>770 Credit Unions (9.73%) </li></ul><ul><li>$216 Billion in Assets (19%) </li></ul><u...
REAL Solutions CU Growth Rates <ul><li>% of cus with increasing assets – 85.2% </li></ul><ul><li>Assets 9.8% versus 9.1% <...
Products and Services  Information gathered from the March 09 5300 Call Reports
2010
<ul><li>League Partnerships </li></ul><ul><ul><li>Grow State Partnerships to 41 </li></ul></ul><ul><ul><li>Increase Credit...
<ul><li>Move to Project Focus </li></ul><ul><li>Leagues will submit two page project proposals to complete a specific proj...
<ul><li>Proposal Ideas  </li></ul><ul><ul><li>State wide outreach conferences and or webinar series </li></ul></ul><ul><ul...
<ul><li>In one sentence, please explain your project and how it exemplifies the REAL Solutions Mission. </li></ul><ul><li>...
<ul><li>What we will NOT fund: </li></ul><ul><li>Proposals from leagues not a current RS Partner </li></ul><ul><li>Adminis...
<ul><li>Leagues… </li></ul><ul><li>Leagues can submit up to three proposals but project approvals will not exceed $25,000 ...
<ul><li>Other RS League Resources </li></ul><ul><li>Two League Liaison Field Coach Meetings and one joint meeting with SCU...
<ul><li>Build National Awareness </li></ul><ul><li>Prepaid Cards </li></ul><ul><li>Nonprime Auto Loans </li></ul><ul><li>V...
<ul><li>Improve Impact Center </li></ul><ul><li>Improve Usability </li></ul><ul><li>League Blog </li></ul><ul><li>RE-Desig...
<ul><li>Grow REAL Solutions Visibility </li></ul><ul><li>Form or Strengthen Partnerships </li></ul><ul><li>FRI </li></ul><...
Remember to use the League Highlights
REAL Solutions League Liaison Meeting <ul><li>January 20 and 21, 2010 @ at the Rosen Centre  </li></ul><ul><li>* 9840 Inte...
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2010 Real Solutions Business Strategy

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REAL Solutions has developed a new program strategy, in an effort to deepen our commitment to our current as well future partner credit union leagues/associations

Published in: Economy & Finance, Business
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  • Shaded blue areas are where we have “official” REAL Solutions Leagues the newest being Georgia, Michigan, Vermont, Oregon and Idaho. More than 1200 CUs have been impacted.
  • 2010 Real Solutions Business Strategy

    1. 1. League Liaison Conference Call 2010 A Partnership between NCUF & REAL Solutions State Leagues
    2. 2. New REAL Solutions® Leagues <ul><li>WELCOME Maine </li></ul><ul><ul><li>Jon Paradise </li></ul></ul>
    3. 3. REAL Solutions CU Fact Sheet <ul><li>770 Credit Unions (9.73%) </li></ul><ul><li>$216 Billion in Assets (19%) </li></ul><ul><ul><li>RS cus twice the National Average Size </li></ul></ul><ul><ul><ul><li>600 > $100 Million </li></ul></ul></ul><ul><ul><ul><li>75 $20 to $100 Million </li></ul></ul></ul><ul><ul><ul><li>94 < $20 Million </li></ul></ul></ul><ul><li>$113 Billion in Loans (19.6%) </li></ul><ul><li>$143 Billion in Savings (19.4%) </li></ul><ul><li>3,469 Branch Locations </li></ul><ul><li>18 Million Members (20%) </li></ul><ul><li>Data from March 09 5300 Call Reports </li></ul><ul><li>829 Credit Unions as of 12/10/09 </li></ul>
    4. 4. REAL Solutions CU Growth Rates <ul><li>% of cus with increasing assets – 85.2% </li></ul><ul><li>Assets 9.8% versus 9.1% </li></ul><ul><li>Loans 8.5% versus 7.3% </li></ul><ul><li>Savings 10.5% versus 9.5% </li></ul><ul><li>Average shares $7945 versus $8123 </li></ul><ul><li>Average loans $12,007 versus $12,689 </li></ul><ul><li>Delinquency 1.35% versus 1.44% </li></ul><ul><li>Charge Off 1.07% versus 1.11% </li></ul><ul><li>Data from March 2009 5300 call Reports </li></ul>
    5. 5. Products and Services Information gathered from the March 09 5300 Call Reports
    6. 6. 2010
    7. 7. <ul><li>League Partnerships </li></ul><ul><ul><li>Grow State Partnerships to 41 </li></ul></ul><ul><ul><li>Increase Credit Union Participation by 26% </li></ul></ul><ul><ul><ul><li>1000 Credit Unions </li></ul></ul></ul><ul><li>Go Deep </li></ul>
    8. 8. <ul><li>Move to Project Focus </li></ul><ul><li>Leagues will submit two page project proposals to complete a specific project, product roll out, educational activity or attract an emerging market niche. </li></ul><ul><li>Proposals Must - Be REAL Solutions Mission Related – must directly support access to financial products and services to low wealth working families either through league or credit union programs </li></ul><ul><li>-Must, in collaboration with NCUF, promote outcomes to local and national trade press </li></ul><ul><li>-Should present opportunities for replication by other leagues </li></ul>
    9. 9. <ul><li>Proposal Ideas </li></ul><ul><ul><li>State wide outreach conferences and or webinar series </li></ul></ul><ul><ul><li>Product Roll out such as prepaid cards, nonprime used auto loans or payday loan programs </li></ul></ul><ul><ul><li>Vita Programs or Tax Preparation Services </li></ul></ul><ul><ul><li>Educational programs such as Reality Fairs, College Alumni Education Programs, In-house financial counseling Officers </li></ul></ul><ul><ul><li>State wide savings challenges </li></ul></ul><ul><ul><li>Enhanced credit score programs </li></ul></ul><ul><ul><li>REAL Solutions Awareness building – as in building a state wide REAL Solutions branding awareness </li></ul></ul><ul><ul><li>Impact Measurement </li></ul></ul><ul><ul><li>Diversity or Sensitivity Training for Staff </li></ul></ul>
    10. 10. <ul><li>In one sentence, please explain your project and how it exemplifies the REAL Solutions Mission. </li></ul><ul><li>2.  Is your project an enhancement of an ongoing project or a new innovation/idea? </li></ul><ul><li>3.  How will your project enhance opportunities for the league or your credit unions to offer real financial and educational solutions? </li></ul><ul><li>4.  Will you be partnering with other organizations in your project? If so, how?  </li></ul><ul><li>Do you intend to seek assistance of a REAL Solutions Field Coach in your project? If so, work with them to arrange number of days requested. Be sure to include as a budget item. </li></ul><ul><li>5.  Do you plan to leverage additional funds for your project? Doing so is encouraged. </li></ul><ul><li>6.  Please concisely outline your success measurements.  Can your project be replicated in other leagues? </li></ul><ul><li>7.  Please outline your project budget. </li></ul><ul><li>What is your media plan to release results? </li></ul>Proposal Questions
    11. 11. <ul><li>What we will NOT fund: </li></ul><ul><li>Proposals from leagues not a current RS Partner </li></ul><ul><li>Administrative expenses </li></ul><ul><li>League staff time </li></ul><ul><li>Guaranty funds </li></ul><ul><li>Prize money </li></ul><ul><li>Programs already operating – must have major enhancements </li></ul><ul><li>Research </li></ul><ul><li>Grant Awards </li></ul><ul><li>From $1,000 to $20,000 </li></ul>
    12. 12. <ul><li>Leagues… </li></ul><ul><li>Leagues can submit up to three proposals but project approvals will not exceed $25,000 per league </li></ul><ul><li>Leagues must be willing to jointly promote outcomes – successes or lessens learned </li></ul><ul><li>Leagues must be willing to entertain joint fund raising ideas and activities </li></ul><ul><li>Leagues must submit a one page mid project report and a one page conclusion report outlining successes and lessons learned </li></ul><ul><li>League Liaisons must have the written support from their league presidents who will be required to sign the grant contract </li></ul>
    13. 13. <ul><li>Other RS League Resources </li></ul><ul><li>Two League Liaison Field Coach Meetings and one joint meeting with SCUF (January, May and September) </li></ul><ul><li>8 Conference Calls highlighting League Projects </li></ul><ul><li>12 or more new tool kits and white papers </li></ul><ul><li>New Webinar series </li></ul><ul><ul><li>Prepaid Cards, Nonprime Auto Loans and CU Tomorrow </li></ul></ul><ul><li>Expansion of the REAL Member Stories Video Contest </li></ul><ul><li>Credit Union consulting as needed and requested </li></ul><ul><li>Enhanced Impact Center </li></ul>
    14. 14. <ul><li>Build National Awareness </li></ul><ul><li>Prepaid Cards </li></ul><ul><li>Nonprime Auto Loans </li></ul><ul><li>VITA and Tax Preparation Services </li></ul><ul><li>Serving the Young Adult Market Segment </li></ul><ul><li>Capturing and Increasing Member Savings </li></ul>
    15. 15. <ul><li>Improve Impact Center </li></ul><ul><li>Improve Usability </li></ul><ul><li>League Blog </li></ul><ul><li>RE-Design home page </li></ul><ul><li>Increase video content </li></ul><ul><li>Increase the blog </li></ul><ul><li>Improve the solutions section </li></ul><ul><li>Increase capacity to share </li></ul><ul><li>Continued work on Impact Measurement </li></ul>
    16. 16. <ul><li>Grow REAL Solutions Visibility </li></ul><ul><li>Form or Strengthen Partnerships </li></ul><ul><li>FRI </li></ul><ul><li>CUNA and CMG </li></ul><ul><li>Living Cities </li></ul><ul><li>Annie E. Casey Foundation and Aspen Institute </li></ul><ul><li>National Disabilities Institute </li></ul><ul><li>Urban Institute </li></ul><ul><li>AARP and </li></ul><ul><li>America’s Charities (smile) </li></ul>
    17. 17. Remember to use the League Highlights
    18. 18. REAL Solutions League Liaison Meeting <ul><li>January 20 and 21, 2010 @ at the Rosen Centre </li></ul><ul><li>* 9840 International Drive - $139 per night – 800.204.7234 or register online </li></ul><ul><ul><ul><li>Highlights </li></ul></ul></ul><ul><ul><ul><li>League working day </li></ul></ul></ul><ul><ul><ul><li>Greetings from the Southeastern League of Credit Unions </li></ul></ul></ul><ul><ul><ul><li>Brent Dixon and Young and Free </li></ul></ul></ul><ul><ul><ul><li>Bob Hoel </li></ul></ul></ul><ul><ul><ul><li>Matt Davis </li></ul></ul></ul><ul><ul><ul><li>Steve Delfin and Rui Domingos </li></ul></ul></ul><ul><ul><ul><li>Professor Dean Karlan </li></ul></ul></ul><ul><ul><ul><li>Tom Watson – Cause Wired </li></ul></ul></ul><ul><ul><ul><li>Our group outing on Wednesday evening to see the Blue Men Group @ Universal Studios – Tickets are $75.00 </li></ul></ul></ul>

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