Nate Muniz 2012 CUES Next Top Credit Union Exec Presentation

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Nate MunizPublic Relations Manager Pennsylvania State Employees Credit Union ($3.9B) Harrisburg, Pennsylvania

NEXT TOP CREDIT UNION EXEC PROJECT

NATHAN MUNIZ [email protected] @nj_muniz

THE KEYSTONE NETWORK

“In   the   credit   unions,   individuals   combine  

together   to   form   an   organiza8on   which   they  

themselves  control  and  operate.”

             -­‐  Karl  S.  Li+le,  Credit  Union  Pioneer

NATHAN MUNIZ [email protected] @nj_muniz

WHAT IS THE NETWORK?• The  Keystone  Network  is  a  grassroots  group  of  PSECU  members  that  have  expressed  an  interest  in  legisla@ve/poli@cal  issues

• The  Keystone  Contacts  are  a  smaller  group  in  the  network  who  want  to  get  more  involved  in  advoca@ng  on  behalf  of  the  credit  union

NATHAN MUNIZ [email protected] @nj_muniz

NATHAN MUNIZ [email protected] @nj_muniz

WHY THE NETWORK?• Credit  unions  can’t  compete  in  the  money  race

0

75.0000

150.0000

225.0000

300.0000

Political  DonationsLobbying  Expenses

Spending  (In  millions)

Banks Credit  Unions

NATHAN MUNIZ [email protected] @nj_muniz

WHY THE NETWORK?• PSECU  is  a  “branchless”  credit  union

• The  solu@on:    92  million  members

• Our  members  are  their  cons@tuents

NATHAN MUNIZ [email protected] @nj_muniz

CREATING THE NETWORK• General  call  to  the  membership

• Data  driven  survey• Iden@fied  members  who  par@cipated  in  previous  grassroots  email  campaigns

• Cross-­‐referenced  those  who  par@cipated  in  all  campaigns

NATHAN MUNIZ [email protected] @nj_muniz

SURVEY RESULTS• 84%  likely  to  par@cipate  in  future  campaigns

• 91%  interested  in  receiving  more  communica@ons

• 93%  said  they  prefer  email

• Average  age:    53.2

• Average  PFI  Score:    5.08

NATHAN MUNIZ [email protected] @nj_muniz

PLASTIC CARD FRAUD

NATHAN MUNIZ [email protected] @nj_muniz

NETWORK RESULTS• Approximately  200  members

• 7  Keystone  Contacts• 6  in  Pennsylvania,  1  in  Florida• 4  PA  Congressional  Districts

• Face  to  face  mee@ngs  with  Keystone  Contacts

NATHAN MUNIZ [email protected] @nj_muniz

NEXT STEPS• Lobbying  “manual”

•Mee@ng  do’s  and  don’ts

• Issue  briefs  and  talking  points

• Meet  ups  and  periodic  briefings

• In  district  mee@ngs

NATHAN MUNIZ [email protected] @nj_muniz

THE FUTURE• Recogni@on  program

• GAC’s  and  Hike  the  Hills(?)

• Addressing  the  state  legislature

NATHAN MUNIZ [email protected] @nj_muniz

CHALLENGES

1.Costs/Resources2.Growing  the  Contacts

THANKS FOR LISTENINGNATHAN MUNIZ [email protected] @nj_muniz

Q&A with

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