Resources

Annual Meeting Resources for Credit Unions

• Annual Meeting Supplies
• Annual Meeting Sample Speech for CEO
• Annual Meeting Sample Speech for Chairman

HR Planning Resources for Credit Unions

• Through a strategic alliance with the Louisiana Credit Union League, the Kullman Firm, a trusted resource in labor and employment law since 1946, provides human resources consulting for credit unions. Exclusively representing management in matters of labor and employment law, the Kullman Firm has extensive experience in human resources planning and personnel management, providing guidance to achieving effective and cooperative employee performance. Fee is based on number of credit union's employees. Services include developing procedure, policy, and rules dealing with employee conduct, communication systems, complaint handling, benefits plans and other employee relations policies. For more information, please contact Rachel E. Linzy, Attorney at Law, at (504) 524-4162 or REL@kullmanlaw.com. You may also visit www.kullmanlaw.com.

• Sample job descriptions (Contact Jennifer Green at jgreen@lcul.com or (800) 452-7221, ext. 3024)

• Salary survey information (Contact Jennifer Green at jgreen@lcul.com or (800) 452-7221, ext. 3024)

Strategic Planning

Louisiana Credit Union League-facilitated planning sessions are designed to help your credit union thrive by identifying and achieving your critical success path. The end product of the session is a professionally designed Strategic Business Plan for your credit union.

Benefits:

• Provides in-depth analysis of your business strategy
• No fee for affiliated credit unions
• Saves time in the planning process
• Enhances your credit union’s Strategic Business Plan
• Flexibility in your choice of place and time
• Minimal time investment for participants

Features:

• 4 to 6 weeks lead time recommended for scheduling your session
• Participants complete a preplanning questionnaire
• Materials for the session furnished by LCUL
• For optimum results minimum of 75% Board/Management participation is recommended

Contact Susie Fair, Jim Phillips, or Mary Wolfe.

Tax Exemption Forms  

• Letter of Exemption for Federal Credit Unions (NCUA)
• Sales Tax Exemption for Federal & State Credit Unions (Louisiana Dept of Revenue)