1. League/LSC IIA Update
Wednesday, October 19, 2011 1

2. Contents State Participation Credit Union Agreement Status What’s New
IIA Sweepstakes
Dell
Sprint iPhone
Updates & Reminders
TurboTax
Sprint
Business Services
Addendums
BizKid$
GM Auth Request Report Push
GM Loan Link
League Marketing Tracking Report
Online Media Campaign
CU Benefits Express
2012 LSC Communication Schedule 2

3. State Participation As of September 30, 2011
Percent of IIA Participating Credit Unions
GM PTD Sales as a % of Participating Membership
Michigan
91%
Arkansas
3.9%
Delaware
73%
Vermont
2.4%
Missouri
63%
Louisiana
1.8%
Nebraska
Texas
1.7%
Hawaii
60%
DC/WY
1.3%

4. State Participation - Sprint As of September 30, 2011
Percent of Sprint Participating Credit Unions
Credit Unions Added Year to Date 2011 (387)
Michigan
72%
Texas 35
Hawaii
55%
Pennsylvania, Florida, Alabama 27
Florida
45%
Nebraska 25
Delaware
42%
California 23
Tennessee 20

5. Program Support Grows! Credit Unions
12/10
9/11
Increase
Big Ticket
2,407
2,606
199
Sprint
1,205
1,541
336
Member Rewards
2,324
2,523
TurboTax
955
982 27
Over 3,000 Supporting Credit Unions!
Check on the status of your credit unions with the League Reports at:
1st & 2nd Quarter Endorsing Credit Union checks will be the mailed week of 10/17
2nd Quarter Endorsing League checks will be mailed the week of 10/17

6. What’s New IIA Sweepstakes
Program Period: November 1 – December 31, 2011
Members of participating credit unions as of October 14, 2011 are eligible to enter the Invest in America Sweepstakes and could win one of these fantastic prizes:
Grand Prize – 2012 Chevy Cruz LTZ (Estimated retail value of nearly $28,000)
First Place – Sprint wireless package, including a tablet, Smartphone and gift card (Estimated retail value of $5,000)
Second Place - $1,500 gift card to spend at Shop America
We’ve set up a special micro site at
Easy for members to enter the sweepstakes
Easy to access the official rules
We’ve created free marketing materials for Credit Unions to promote the sweepstakes available at
Rules are straightforward and simple
No purchase necessary. Consumers who are currently a member of a credit union as of November 1, 2011 at 12:01 a.m. EST and are at least eighteen (18) years of age are eligible. Only one entry per , per day is permitted. The winner of the Grand Prize must have a valid driver’s license. Winners will be drawn at random and notified by January 3, Credit union membership will be verified
Credit Unions enrolled in IIA by October 14, 2011 are eligible to participate

7. What’s New Dell, Newest Addition to IIA
IIA has partnered with Dell to offer discounts not available to the general public
Members must access the Dell micro site via
Member save:
2% or more on all major brands of electronics
10% on mobility products such as Tablets
Up to 30% on selected packages preloaded with the most popular equipment
Marketing materials available to credit unions through the Partner Center on
Working towards a comprehensive business solution for credit unions and business account holders

8. What’s New Sprint iPhone
Yes its true! Sprint has partnered with Apple to carry the iPhone!
Apple has strict marketing guidelines which have not been fully disclosed to Sprint limiting IIA marketing efforts
Sprint press release and twitter feeds available on LMCU
CUSG will create a special campaign once Sprint provides guidelines

9. TurboTax participation levels
Update
TurboTax participation levels
Benefits
Promoter
Participant
Discount: 15% All Federal Products
Discount: 10% Federal Deluxe
Sweepstakes
Co-Branded Site: CU logo and Cross-Sell Banner
Banners: Custom and standard sizes and formats
Printed Material: Free co-branded inserts
Printed Material: Free generic lobby posters
Tracking Link: Unique CU link
Reporting: Clicks, units
$200 Incentive for CUs >10,000 members
CU Marketing Requirements
- Two s to members
Banner above-the-fold on homepage and OLB pages
Promotion in newsletter/inserts
- Banner above-the-fold on homepage and OLB pages

10. Update TurboTax key dates Date Activity Today
Select your participation level and enroll in the TurboTax program at (
By Early November
Work with CUSG to finalize your marketing plan and access collateral in the IIA Partner Center
Review and order free posters and co-branded statement inserts
Download banners, templates, newsletter messaging
Mid November
CUSG will you the link to your co-branded TurboTax site
12/1/11
Order inserts for arrival at your mailing house by 12/15
Final date to enroll at the promoter level
Early December
Launch your marketing program!
TurboTax microsite “live”: Your members can begin their tax returns
1/16/12
Make sure banners are posted to your homepage and Online Banking pages
IRS E-file: IRS starts accepting e-filed tax returns for Tax Year 2011
1/21/12 – 2/15/12
Peak tax season % of your members file their tax returns by mid-February.
March - April
Optimize campaign messaging with End of Tax Season Messaging
4/6/12 – 4/15/12
Late season peak (final days of tax season)
Ongoing
CUSG will you member activity reports and marketing best practices reminders

11. Update Sprint Business Services
A leader in business communications, Sprint offers excellent value, the latest phones to improve productivity, a nationwide 3G network and the first wireless 4G network from a national carrier
Sprint has invited credit unions to participate in their webinar about the Sprint next-generation wireless network which is expected to revolutionize the telecom industry and further enhance voice quality and data speeds for customers
During the Network Vision webinar, you will learn about Sprint’s network modernization plan and how it will benefit your business
Register for a session with Sprint now by clicking a date below:
Tue, Oct 25, :00 PM - 1:00 PM Central
Wed, Oct 26, :00 PM - 1:00 PM Eastern
Thu, Oct 27, :00 PM - 1:00 PM Pacific
Once registered, Sprint will send an confirming your registration with the information you need to join the webinar.

12. Update Sprint Addendums
Approximately 200 addendums have yet to be submitted
CUSG will prepare a list of these credit unions for each league for follow-up
Lists will be ed to each league by the end of this week

13. Update BizKid$ Estimated marketing incentive
NCUF sent letters to leagues and credit unions in September
A follow-up letter will be sent by NCUF on October 21
CUSG is contributing $700,000
MCUL will also make a contribution
Estimated marketing incentive
Now included on credit unions scorecards in the Partner Center
NBC’s will contact leagues the week of October 25

14. UPDATE Online media campaign
The online media campaign using display and search advertising across a variety of websites has two objectives:
Increase sales of partner products and services
Increase credit union membership
Complimentary marketing materials available online in the Partner Center
The online media calendar is below:
Campaign
Timeframe
GM - Drive Your Savings
8/15 – 12/31
Brand Awareness – Invest in America
Shop America – Back to School
8/15 – 9/15
Shop America – Home Improvement
9/15 – 10/31
Shop America - Holiday
11/1 – 12/31

15. UPDATE CU BENNEFITS EXPRESS
CU Benefits Express will be removed from IIA on Friday, November 25, 2011
Program generated interest but few sales
Only IIA program requiring members to pay a fee to gain access to the discounts

16. Update GM Loan link banner
GM has added a banner to their microsite highlighting credit union financing and linking to individual credit union loan sites
Further reinforces GM’s support of credit union financing

17. Reminder GM Authorization Requested Report e-mail Push
Hot leads credit unions can use to follow up with members!
Report ed weekly to credit unions
Identifies members requesting a GM code
Report remains on Partner Center and is exportable to Excel for easy use
Includes street and addresses
Credit Union
First Name
Last Name
Address
City
State
Zip
Registration Date
Status
Sample Credit Union
George
Smith
39832 Spacely Dr
Novi MI
48188
3/19/2011
Requested
Jane
Jones
25797 Coggswell
Southfield
48178
3/18/2011
Judy
O'Hara
45090 Rosy Lane
Farmington
48170
3/16/2011
Submitted
Elroy
Reed
8203 Astro Dr
Wayne
48185
3/12/2011

18. Reminder League Tracking Report
A report to track league marketing and sales activities for IIA programs
Sprint Sales Activity
Sprint - Marketing Efforts
IIA - Marketing Efforts
Updated by Leagues Quarterly
Available through NBC’s and on the Partner Center in the LSC Resources
Action Requested
Submit quarterly updates by the 15th of the month following the end of the quarter
Updates to be completed on provided Excel Document
Updates to be sent to
Due Monday 10/17

19. Future League Communications
League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*
January 18, 2012
Access Information
Toll free: +1 (866)
Conference ID:
*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards