theLeague.coop/sponsorsPrinceton Capital Associates & Insurance Services, LLC PSCU Reach Business Lenders, LLC RMM Solutions Route 66 Extended Warranty Sharetec SHAZAM Situs Appraisal

MEDIAKit&Exhibitor Prospectus

2021

theLeague.coop/sponsors

updated 12.1.20

MEDIAKit2021

Page Title

2theLeague.coop/Sponsors | [email protected] | (608) 640-4040

Our Members

TABLE OF CONTENTS

About 2021 Events ..................................................... 3 Exclusive Sponsorship Opportunities .............. 4-5 Credit Union Day at the Ballpark ........................... 6 Additional Sponsorship Opportunities ........... 7-9 Sponsor/Exhibitor Applications .....................10-11 Terms & Conditions ..................................................12

WHAT IS A CREDIT UNION?Credit unions are cooperatively owned and democratically controlled financial institutions focused on serving members and their community. Unlike competing financial institutions, credit unions return their profits to members in the form of lower fees, lower interest rates and higher yields.

WHY WISCONSIN CREDIT UNIONS?With more than 3.3 million members, Wisconsin credit unions are continuing to grow in the financial services market. As more consumers learn about the Credit Union Difference and discover the value of membership, the credit union Movement will continue to expand, creating more demand for products that help credit union professionals serve their members.

The credit union Movement is also deeply interconnected, meaning that word spreads fast about quality products and services.

YOUR CREDIT UNION CONNECTIONFounded in 1934, The Wisconsin Credit Union League is the state’s only trade association exclusively for Wisconsin credit unions.

The League is your best single source for reaching Wisconsin’s credit unions.

The League’s educational events span a number of topic areas and provide training for credit union professionals of all levels.

Discover which sponsorship opportunity is right for your business...

our members are waiting to meet you...will you be there?

Wisconsin's credit unions rely on The League for

advice, best practices and industry insights.

MEDIAKit2021

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EVENT PLANNING DURING A PANDEMICEvent planning during a pandemic brings challenges, but it also brings opportunities. In 2020, we were able to greatly extend our distance learning offerings and as a result credit unions who previously may not have been able to travel to an in-person event, have been able to attend multiple events enabling us to significantly increase our penetration.

REFUND POLICY & OTHER IMPORTANT NOTESIn 2021, we are planning to focus the first half of the year on remote events and tentatively, as circumstances allow, begin to offer some in-person events in the second half of the year. The health and well-being of attendees, staff, exhibitors and sponsors are our primary consideration, therefore, at the sole discretion of The League, the event may be canceled, postponed or held remotely. We will notify the sponsors of an event change, cancellation or postponement. In the event of a change or postponement, the sponsorship will remain for the adjusted event. If the event is canceled, the sponsor will have the option of sponsoring a different League event or receiving a full refund.

It is recommended to reserve your sponsorship at least 90 days prior to the event to receive the full benefit of the sponsorship. All sponsorships are subject to the approval by the Wisconsin Credit Union League. Dates, locations and estimated attendance figures are subject to change

2021 EVENTS TO BE ANNOUNCEDThe following events are tentatively slated for 2021, however, details are still being finalized. If you have interest in sponsoring or exhibiting at any of these events, please email [email protected] for the latest information.

The League's Annual Convention & Exposition, Sept in Wisconsin Dells: September 8-11, 2021 | Social events | Exhibit hall | Educational sessions The Foundation Invitational: Summer 2021 | Golf fundraiser to benefit the Wisconsin Credit Union Foundation

About 2021 Events

MEDIAKit2021 ExclusivE EvEnt

sponsorship opportunitiEs


ABOUT THESE EVENTSIn 2021 The League will host a number of events that are available for exclusive sponsorship. These feature targeted audiences and are a great way to create visibility among prospective customers.

Sponsorship fee: $3,500 per event

Sponsorship benefits: • Company featured on promotional materials• Company featured on event signage (digital or physical)• Up to two representatives may attend the event• Opportunity to give a brief company overview to the group

Date Event Description Audience LocationJan-Jul Compliance Courier LIVE Series A monthly series focusing on current

compliance issues and pending regulations50-60 compliance professionals Virtual

Jan-Jul SOLD

Small Credit Union CEO Roundtable Series

Facilitated discussion, best practices & industry leaders; held every 6-8 weeks

25-30 CEOs from credit unions under $50M in assets

Virtual

Jan-Jul SOLD

Midsize Credit Union CEO Roundtable Series


25-30 CEOs from credit unions $50-200M in assets

Virtual

Jan-Dec SOLD

Large Credit Union CEO Roundtable Series


30 CEOs from credit unions over $200M in assets

Virtual

Feb 16-17 Lending Summit Business lending best practices, trends and networking opportunities

40 business lenders, lending officers and CEOs Virtual

Mar-Dec Collections Series Best practices on selected topics with facilitated discussion; held quarterly

50-60 credit union collections specialists & loan officers

Virtual

Mar-Oct Women's Leadership Series Facilitated discussion, best practices & industry leaders; held quarterly

40-50 credit union leaders Virtual

Mar 3-4 Collections Roundtable Best practices on selected topics with facilitated discussion; held over several days


Virtual

Spring Frontline Series: Sales & Service Best practices and facilitated panel discussion with both experts and credit union peers

25-30 branch managers, tellers, personal bankers & frontline staff

Virtual

Spring & Fall

HR Semiannual Roundtable Best practices on selected topics with facilitated discussion

20-30 human resource professionals Virtual

Apr 5-9 SOLD

ULEND Academy Virtual A sell-out event helping lenders use consultative techniques for cross-selling

30-40 loan officers Virtual

NOTE: Due to the uncertain nature of event planning during a pandemic, all in-person events are tentative. The health and well-being of attendees, staff, exhibitors and sponsors are our primary consideration, therefore, at the sole discretion of The League, the event may be canceled, postponed or held remotely. Please see our cancellation and refund policy on page 3 for details.

MEDIAKit2021 ExclusivE EvEnt

sponsorship opportunitiEs


Date Event Description Audience LocationJun Chapter Leaders Conference Chapter leadership, volunteer management,

fundraising and speaker showcase35-45 credit union chapter board leaders Virtual

Fall Marketing, Community Outreach & PR Roundtable

Best practices on selected topics with facilitated discussion

30-40 marketing communication professionals TBD

Fall Compliance Roundtable Wisconsin-specific compliance best practices and facilitated discussion

35-45 compliance officers TBD

Sep Collections Roundtable Best practices on selected topics with facilitated discussion; held over several days


TBD

OctSOLD

ULEND Academy A sell-out event helping lenders use consultative techniques for cross-selling

30-40 loan officers TBD

NOTE: Due to the uncertain nature of event planning during a pandemic, all in-person events are tentative. The health and well-being of attendees, staff, exhibitors and sponsors are our primary consideration, therefore, at the sole discretion of The League, the event may be canceled, postponed or held remotely. Please see our cancellation and refund policy on page 3 for details.

In-person or remote Wisconsin's credit

unions have a culture of collaboration and learning.

MEDIAKit2021 Credit Union day at the

Ballpark


HOME RUN SPONSOR - $5,000Logo’d ItemSponsorship includes: Your company logo on a giveaway item and four tickets to the event.

TRIPLE-PLAY SPONSOR - $2,500Food & DrinkSponsorship includes: Recognition at the tailgate party's food and drink tables and two tickets to the event.

DOUBLE-PLAY SPONSOR - $500Tailgate GameSponsorship includes: The opportunity to host a game at the tailgate party.

ROOT, ROOT FOR THE HOME TEAMOver 1,000 credit union employees and their members attend this annual, high-visibility celebration of the Credit Union Movement. The event includes a pre-game tailgate and activities and tickets to a Brewers game at Miller Park. Proceeds from this event will benefit Children's Miracle Network, The Wisconsin Credit Union Foundation and the National Credit Union Foundation. These sponsorships are nonexclusive.

All sponsors receive: • Company featured on promotional materials• Company featured on event signage• Company verbally thanked and acknowledged at the event

2019 Credit Union Day at the Ballpark

MEDIAKit2021

AdditionAl opportunities


JAN 26-28 State Government Affairs Conference (GAC)Description: This is The League’s premier advocacy event as

credit union professionals gather for political updates, training and to meet with legislators.

Est. Audience: Over 250 credit union CEOs, senior executives, board members and other credit union advocates

Location: VirtualFee: $5,000

FEB 20-28 The Foundation Frozen Fitness FundraiserDescription: A week-long fundraiser for The Foundation

with high visibility on social media.Est. Audience: Over 100 professionals representing the full

range of roles within a credit unionLocation: VirtualFee: $3,500

WINTER & SPRING Statewide Chapter MeetingDescription: Timely topics for today's credit unionsEst. Audience: 100-150 professionals representing the full

range of roles within a credit unionLocation: VirtualFee: $3,500

APR-OCTYP App & ConferenceDescription: This popular event gathers young professionals

together to hone their leadership skills and their role within the credit union movement

Est. Audience: 75 young professionals (35 or younger) representing the full range of roles within a credit union

Location: Virtual via a custom appFee: $5,000Bonus: Your company is able to provide a presentation

for conference

SPRING - SUMMER Leadership InstituteDescription: Participants earn the Certified Wisconsin

Credit Union Leader designation and CE credits from UW-Milwaukee School of Continuing Education in a series of six monthly sessions.

Est. Audience: 20-30 middle and up-and-coming leadersLocation: VirtualFee: $5,000

SEP Hike the HillDescription: Credit unions from Wisconsin head to our

nation’s capitol to share the credit union story with lawmakers and attend training sessions

Est. Audience: 50 credit union CEOs, senior executives, board members & other credit union advocates

Location: TBDFee: $3,500

NOV DEI SummitDescription: The importance of diversity, equity and

inclusion and practical tips for putting it into practice in the workplace

Est. Audience: 75 credit union professionals representing a full range of roles

Location: TBDFee: $3,500

TBD Must Have Annual TrainingDescription: BSA, DEI, Harassment, Robbery Training,

Board GovernanceEst. Audience: 75 staff representing the full range of roles

within a credit unionLocation: TBDFee: $3,500

ABOUT THESE EVENTSThese premier events are popular among both existing and rising credit union leadership and are available for nonexclusive sponsorship.

Sponsorship benefits: • Company featured on promotional materials• Company featured on event signage• Company verbally thanked and acknowledged at the event

STATE GOVERNMENT AFFAIRS

CONFERENCE

MEDIAKit2021

AdditionAl opportunities


SELECT VENDOR PROGRAM The Select Vendor Program (SVP) offers several offline and online ways to get in front of credit union decision-makers who are looking to make a purchasing decision.

Participation benefits: • Company and product/service listing in The League's online Products & Services Directory. Includes your company logo, description, and link to your website. The directory is promoted

via various member emails and linked to in the app for The League's Annual Convention• Submit your events to be featured in our Events Finder (all submitted events are subject to final League approval)• Hyperlinked company logo featured in quarterly vendor email to all members (select vendors featured on a rotational basis)• List, including contact information, of Wisconsin credit unions• Discount on sponsorship of another League event when purchased at the same time

Fee: $1,500 annually

CA$H CALENDARS The Ca$h Calendars are The Wisconsin Credit Union Foundation’s annual fundraising calendar raffle. A maximum of 2,000 calendars are sold at $10 each to credit union employees, volunteers and community members. Drawings for cash are held each League work day in December.

Sponsorship benefits: • Recognition in League & Foundation publications, which goes to over 7,000 credit union professionals• Your logo and a link to your company’s website on The Foundation’s website (the Ca$h Calendar Winners page is one of The

League’s most frequently visited pages in December)• Your company logo prominently displayed on the printed calendars• Your company logo prominently displayed on promotional materials for the

Ca$h Calendars• Recognition with the daily drawing notices• A portion of your sponsorship is tax deductible

Sponsorship fee: Sponsors will match 25% of the gross funds raised from the sale of the calendars (a maximum of $5,000 assuming all calendars are sold). Your matching funds lets those purchasing the calendars know that their dollars will go even further thanks to your company. Matching sponsorships are limited to three.

Deadline:July 31, 2021

DECEMBER 2017DECEMBER 2017

Ask us for details!TheLeague.coop/Foundation

Support Wisconsin’s Credit Union MovementParticipating in the Ca$h Calendar raffle directly supports the work of The Wisconsin Credit Union Foundation to:

• Improve financial literacy across Wisconsin• Promote credit union development• Educate credit union staff and volunteers• Support the credit union system in times of need

Since its inception in 2007, The Foundation has given out:

• $89,829 in scholarships to 48 people• $278,396 in grants to 66 credit unions• $880,072 in financial literacy initiatives• $26,250 in credit union disaster support

Over $1 million going directly back to the credit union system and Wisconsin communities!

Working together we can achieve so much.

Hurry, buy NOW!

$10 each

How it Works1. Buy a calendar for just $10 each. Calendars are

only available until November 30, 2020 or until all2,000 calendars sell out, whichever comes fi rst.

2. For 21 days in December, you’ll have a chance to win a cash prize.

3. A total of $2,500 in cash prizes will be given out;and the best part is - your name will bere-entered into the drawing, so you can keep on winning!

Sponsored by:

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EXCLUSIVE SPONSORSHIPS - $5,000 ea.

CREDIT UNION DAY AT THE BALLPARK

ADDITIONAL OPPORTUNITIES

General Sponsor Application

Compliance Courier LIVE Series ....................................... $5,000 $_______

Small Credit Union CEO Roundtable Series ................ $5,000 $_SOLD_

Midsize Credit Union CEO Roundtable Series ............ $5,000 $_SOLD_

Large Credit Union CEO Roundtable Series ................ $5,000 $_SOLD_

Lending Summit ................................................................... $5,000 $_______

Collections Series .................................................................. $5,000 $_______

Women's Leadership Series............................................... $5,000 $_______

Collections Roundtable - Spring ...................................... $5,000 $_______

Frontline Series: Sales & Service ...................................... $5,000 $_______

HR Semiannual Roundtable .............................................. $5,000 $_______

ULEND Academy - Spring .................................................. $5,000 $_SOLD_

Chapter Leaders Conference ............................................ $5,000 $_______

Marketing, Community Outreach & PR Roundtable $5,000 $_______

Compliance Roundtable - Fall .......................................... $5,000 $_______

Collections Roundtable - Fall ............................................ $5,000 $_______

ULEND Academy - Fall ........................................................ $5,000 $_SOLD_

Total Exclusive Sponsorship Fees: $_______

State Government Affairs Conference .......................... $5,000 $_______

The Foundation Frozen Fitness Fundraiser ................. $3,500 $_______

Statewide Chapter Meeting .............................................. $3,500 $_______

YP App & Conference .......................................................... $5,000 $_______

Leadership Institute ............................................................. $5,000 $_______

Hike the Hill ............................................................................. $3,500 $_______

DEI Summit .............................................................................. $3,500 $_______

Must Have Annual Training ............................................... $3,500 $_______

Select Vendor Program (SVP) ........................................... $1,500 $_______

Ca$h Calendar ................................25% of Gross Funds Raised ________

Total Additional Opportunities Fees: $_______

return with Payment Form on p. 18

GENERAL SPONSOR TOTAL: $___________________

COMPANY NAME: ________________________________

Home Run Sponsor .............................................................. $5,000 $_______

Triple-Play Sponsor ............................................................... $2,500 $_______

Double-Play Sponsor ...............................................................$500 $_______

Total CU Day at the Ballpark Sponsorship Fees: $_______

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Sponsor Payment Form

PROMOTIONAL INFORMATIONProducts / Services Offered (check all that apply):Compliance

☐ Auditing Services ☐ Compliance Services ☐ Forms ☐ Legal

Fraud/Security ☐ Fraud/Security

Lending ☐ Lending

Member Services ☐ ATM Network Access ☐ Check Printing ☐ Financial Education/

Counseling ☐ Insurance ☐ Loyalty Programs ☐ Overdraft Protection ☐ Payments ☐ Shared Branching

Operations ☐ Collection Services ☐ Construction/Design ☐ Consulting ☐ Deposit/Liquidity Services ☐ Education & Training ☐ Employee Benefits ☐ Facilities Management ☐ Human Resources Services ☐ Marketing

☐ Office Equipment ☐ Payroll Services

Technology ☐ ATM Terminals ☐ Data/Core Processing ☐ Technology

THE LEAGUE OFFICE USE ONLY Date Received: ____________________________Booth Assignment(s): ______________________Check Amt/#/Date: _______________________

□ I have read the terms and conditions on page 11 of this media kit and agree to abide by them. Signature: ________________________ Printed Name & Title: ________________________________________________ Date: ___________________

CONTACT INFO FOR YP APP AND/OR SVP LISTING (YP App sponsors and/or SVP participants only)

Address: ___________________________________________________ City, State Zip: _________________________________________

Sales Contact: __________________ Sales Phone: ____________________ Sales Email: ____________________ Web: __________________

PERSON FILLING OUT THIS FORM

Name: _______________________ Title: ________________________ Phone: _______________________ Email: _________________

PRIMARY COMPANY INFORMATION

Legal Company Name: __________________________________________ Exhibiting / Sponsoring As: _________________________________

Mailing Address: ______________________________________________ City, State Zip: _________________________________________

Phone: ____________________________________________________ Fax: _______________________________________________

BILLING INFORMATION

Contact: ______________________ Phone: _______________________ Fax: _________________________ Email: _________________

Address: ___________________________________________________ City, State Zip: _________________________________________

Grand Total: $__________

□ Check Enclosed □ VISA™ □ MasterCard™ □ American Express™

Charge Card #: ____________________________________________ CID Number:____________________ Exp. Date: ______/________

Name on Card: ______________________ Card Address (if different from billing): __________________ City, State Zip: ___________________

Return application(s), payment form & payment to:Wisconsin Credit Union League1 E. Main Street, Suite 101 | Madison, WI 53703p: (800) 242-0833 | f: (608) 250-2606 | [email protected]

If applicable to sponsorship level: Email your logo to: [email protected] should be high resolution, .eps files and will be used in promotional materials according to your sponsor/exhibitor benefits.

Company Description, if applicable:

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Terms & ConditionsThese terms and conditions apply to all Exhibitors, Sponsors and Advertisers (Vendor). The Wisconsin Credit Union League and W.C.U.L. Services Corp will be jointly referred to as The League.The Vendor shall not permit others to carry out on their behalf, either with or without compensation, acts that would place them in violation of these Terms and Conditions.

INTEGRITY, OBJECTIVITY & COMPETENCE

Vendor must conform to all laws and regulations relating to their profession or business and shall not engage in any conduct involving fraud, deceit, bribery, misrepresentation or dishonesty in their professional or business activity.Vendor must not make misleading, deceptive or false statements or claims about their personal or their firm’s professional qualifications, experience, or performance.Vendor must not knowingly misrepresent facts.

CONFERENCE/MEETING ETIQUETTE & CODE OF CONDUCT

Vendor agrees to abide by the Code of Conduct as found on The League's website at: TheLeague.coop/Conduct.Vendor may not schedule any major functions at times that conflict with the Schedule of Events.Vendor may not solicit business in front of booths not their own. They may not interrupt or entice prospective clients away when engaged with another supplier. They must train their personnel in the purpose of the exhibit hall and teach business etiquette to staff members.Vendor may not discriminate against or harass any attendee of a League event, League or convention host employee or staff member or other exhibitor because of race, religion, sex, national origin, age, disability, sexual orientation or any other personal characteristic or reason.Vendor may not disassemble their booths before appointed time unless special circumstances require, and then only with prior written approval of The League.Vendor may not have loud music, distracting noises, etc. emanating from their booths that interferes with other vendors.Vendor may not take literature, samples or gifts or register for the door prizes from other exhibitors without their express permission.Vendor may not visit other vendors’ hospitality functions without express invitation from the host vendor, and if invited, they must refrain from soliciting business at that function.Vendor must refrain from willfully interfering with another vendor’s advertising efforts.Vendor must award prizes in drawings based on a random selection from among qualified contestants.

SELECT VENDOR PROGRAM (SVP)

Participation in the Select Vendor Program (Program) is subject to approval by The League. Upon approval, The League agrees to offer

Vendor the SVP benefits listed in the Media Kit. Vendor agrees to pay any costs associated with enrollment in the Program. Vendor must offer professional service, quality product lines and competitive pricing. Vendor must support credit unions and the credit union movement by fostering positive working relationships with individual credit unions and the entities that serve and/or regulate them. Vendor must also promote public awareness of the positive role played by credit unions in the financial services marketplace.Approval for participation in the Program does not constitute an endorsement by The League. Vendor shall not state or imply in any publication, advertisement or public statement that it is endorsed by, or in any way affiliated with The League, other than as a participant in the Program. Nothing in this Agreement or the terms of the Program shall be construed as conferring any license or right with respect to any trademark, trade name, brand name, logo or the corporate name of The League. Any use of League Marks requires the express written consent of the owner of such mark and can only be carried out in accordance with the terms and conditions specified by that party. Vendor’s participation in the Program does not create any franchise, fiduciary relationship, agency, partnership, joint venture or employment relationship between the parties. Neither party may create any obligations nor responsibilities, express or implied, on behalf of or in the name of the other.

PHOTO RELEASE

By sponsoring and/or exhibiting in a League event, you confirm that all attendees from your organization are aware of and agree to the following: By attending a Wisconsin Credit Union League event, all attendees agree that The League or its agents may, for any purpose, use an attendee’s name, material from any interview(s), and any image, likeness, audio recording or video recording of the attendee taken in connection with the event. Attendees release The League and its agents from any liability for any such use, and waive any rights to any payment for such use.

SUMMARY

Vendors must conduct themselves in a professional manner to inspire the confidence, respect and trust of League members and the public.It is the responsibility of the Vendor to see that persons staffing the booth and representing the firm at the League event be aware of and adhere to the above terms and conditions and conduct themselves in a professional manner throughout the League event.The term of this Agreement shall be one (1) year and shall commence on January 1st of each year the Vendor is a Sponsor, Exhibitor or Advertiser. Annual fees are not refundable, and no portion shall be due to Vendor upon Vendor's early termination of this Agreement. The League reserves the right to modify this Agreement from time to time. The services provided in this Agreement are personal to the Vendor and, as a result, this Agreement may not be assigned by Vendor without the prior written consent of The League. This agreement constitutes the entire agreement between the parties hereto with respect to the matters set forth herein.

Documents

theLeague.coop/sponsorsPrinceton Capital Associates & Insurance Services, LLC PSCU Reach Business Lenders, LLC RMM Solutions Route 66 Extended Warranty Sharetec SHAZAM Situs Appraisal