For 33 years Camille Bérubé has been at the helm of Beaumont Credit Union, guiding it with a strong hand and progressive outlook. For many members and staff, his retirement at the end of July will feel like the end of an era.

He made the announcement at the March 4 AGM, telling members and staff that he’s ready to pursue new dreams and adventures with his spouse, Jo-Anne, and his family. He also thanked staff of the credit union for their dedication to giving BCU members a great banking experience.

As BCU Board chair Neil Fenske said, Camille was the perfect person for the job. “He had it all: the knowledge, the experience, the people skills, and the strong community roots.” Many agree Camille’s positive influence will be felt for a long time.

“A perfect summer day is when the sun is shining, the breeze is blowing, the birds

are singing, and the lawn mower is broken.”

– Anonymous

WELCOME SUMMER!

Farewell Camille

BEAUMONT CREDIT UNION’S QUARTERLY NEWSLETTER | SUMMER 2014

The Beaumont Credit Union AGM was held on March 4, 2014 where the successful candidates were announced.

Election Report from the Beaumont Credit Union Election CommitteeOn March 4, 2014, Beaumont Credit Union held an election for its Board of Directors.

Election 2014 BCU: PROCESS 1. Candidates were solicited via

multi-media with 4 applying:• Roy Eckert – Incumbent • Lois Watson – Incumbent • Bruce Lecren – Incumbent • Adam Guiney – New 2. Election was held in Branch:• 137 ballots cast • 0 spoiled ballots 3. Ballot Counting done in branch:• Counting performed by 2 MMR Committee members

and 2 senior staff

• Counting was done in early afternoon for the majority with a final count done at closing time of the election

4. Successful candidates:• Roy Eckert – Incumbent • Lois Watson – Incumbent • Adam Guiney

2014 COMMITTEESExecutive – Neil Fenske, Chair, Ray Hornbacher – 1st Vice Chair, Irène Bérubé – 2nd Vice Chair

Governance, Ethics and Human Resources – Roy Eckert, Chair, Ray Hornbacher – Secretary, Dan Chalifoux, Bob Robinson

Marketing and Member Relations – Lois Watson – Chair, Marg Bouchard – Secretary, Irène Bérubé, Roy Eckert

Risk, Audit and Finance – Bob Robinson – Chair, Lois Watson – Vice Chair, Adam Guiney – Secretary, Dan Chalifoux

Recruitment Process for a New CEOBCU continues its search for a new CEO. They have engaged Central 1’s HR and Recruiting Services to help with the process, which will be open and transparent. The Recruitment Committee is committed to taking as long as necessary to find the right fit for the position and will keep members and staff updated on their progress. In the meantime, members can feel assured that the leadership team of Lori Archibald, Cindy Bennett and Brad Hopfauf (who together have 100 years combined experience) will continue to lead the credit union during the transition. CEO Hiring Committee members include: Roy Eckert, Neil Fenske, Ray Hornbacher and Irène Bérubé.

Upcoming Summer Events in Beaumont:June 20: Beaumont Blues Run

June 27 - 29: Town and Country Daze

July 1: Canada Day Activities

July 28: Communities in Bloom Tour

September 12: Movie in the Park

Marketing Association for Credit Unions

Achievement in Marketing Excellence (AIME) Awards 2014

AIME Rules and Regulations

Donations Accepted Here Support Our Neighbours in the South!

AlbertaFLOOD

All donations will support the Canadian Red Cross. Any donation over $20 is tax deductible.

Beaumont Credit Union Supporting the Community

JULY 31st

Make Your Donation Before

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Beaumont Credit Union is a full-service, bilingual financial institution based in the beautiful town of Beaumont. Our welcoming atmosphere combined with our comprehensive saving, lending, investing, and specialized services make us the premier financial institution in the region.

A Natural Fit

We like to think of ourselves as a natural fit forBeaumont.

We offer an in-branch experience unlike any other financial institution. We’re warm, friendly and welcom-ing. We help our members achieve health and abundance in their personal and business finances.

And while our full suite of banking services help our members’ prosperity thrive, our community service nurtures the health of our community.

Our vision is to be Beaumont’s financial provider of choice. A place where service to our members and our community comes naturally.

We’re grounded in community

History runs deep in our town. So do our roots. Beaumont Credit Union has been providing service in Beaumont for 68 years. This is a fact we’re proud to share. Families continue to bring their children and grandchildren into our branch so they can open their first account. These young savers go on to become long-time members. Being part of the collective his-tory that defines the unique community we call home is a source of great pride.

Our own family tree is also something we’re happy to celebrate. Many of our staff members have worked with us for decades. All of them are considered family.

Healthy growth

2013 was a year of robust growth for Beaumont Credit Union. We’re proud to report that we achieved success with a number of our corporate goals. For instance, we saw an increase of 5.5 % in loans, and also had increases in assets and member deposits – all signs of financial strength and positive growth. The Board of Directors also declared a dividend of 2.5% on all

WELCOME to BEAUMONT CREDIT UNION

BIENVENUE à la CAISSE de BEAUMONT La Caisse de Beaumont, située dans la belle ville de Beau-mont, est une institution financière bilingue qui donne un service bancaire complet. Notre ambiance accueil-lante, alliée à nos services spécialisés complets comme l’épargne, les prêts et les investissements, font de nous, l’institution financière par excellence de la région.

Un choix naturel

Nous nous plaisons à penser que nous sommes un choix naturel pour Beaumont.

Nous offrons une expérience en personne incompa-rable à toute autre institution financière. Nous sommes chaleureux, amical et accueillant. Nous aidons nos membres à réussir dans leurs finances d’affaires et personnelles.

Et même si notre éventail complet de services ban-caires aide nos membres à prospérer, nos services communautaires contribuent aussi au bien-être de notre collectivité.

Notre vision est d’être le fournisseur financier de choix. Un endroit où le service à nos membres et à notre collectivité est tout naturel.

Nous sommes implantés dans la collectivité

Notre histoire et nos racines dans notre ville sont profondes. La Caisse de Beaumont fournit un service depuis 68 ans. C’est un fait que nous sommes fiers de partager. Les familles continuent d’amener leurs enfants et petits-enfants à notre caisse pour ouvrir leur premier compte. Ces jeunes épargnants deviennent ainsi des membres permanents. Nous sommes très fiers de faire partie de l’histoire communautaire qui définit cette collectivité unique que nous appelons notre «chez-nous».

Notre propre arbre généalogique est aussi quelque chose dont nous sommes fiers. Plusieurs membres de notre personnel travaillent avec nous depuis des décen-nies. Ils font tous et toutes partie de notre belle famille.

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2. To ensure that the Credit Union actively supports various worthwhile community initiatives. Strate-gic investment in our community remains one of our priorities.

3. The Committee also serves as the Nominating Committee.a. These responsibilities include facilitating the

identification of qualified candidates for elec-tion to the Board of Directors.

b. The other role is to provide for the proper conduct of the Director elections including overseeing an orderly, open, transparent and democratic Board election process. The intent of the election process is to encourage broad-based, informed, active and effective member engagement and participation in the election process.

In 2013 the Marketing and Member Relations Committee met four times to:

• Review and approve the Marketing budget and strategy

• Oversee member owner events• Review the current marketing firm’s initiatives and

plans for the future• Discuss and recommend a Social Media Plan

With the help of Catapult Marketing and the excellent participation of our staff, in 2013 the Beaumont Credit Union proudly celebrated some excellent accomplish-ments, such as:

• AIME Award - Achievement in Marketing Excel-lence for “Switch to E-Statement” campaign. This is a national competition recognizing Credit Union Excellence in Marketing.

• Continued sponsorship of S&D Aquafit Centre in Beaumont

2. S’assurer que la Caisse supporte activement les diverses initiatives communautaires valables. L’investissement stratégique dans notre collecti-vité demeure l’une de nos priorités.

3. Le Comité sert aussi de Comité de nominations. a. Ces responsabilités comprennent faciliter l’iden-

tification de candidats qualifiés pour l’élection au Conseil d’administration.

b. L’autre rôle est de s’assurer que l’élection des administrateurs se déroule de façon adéquate incluant la supervision du processus d’élection du Conseil de façon ordonnée, démocratique, ouverte et transparente. L’intention dans le processus des élections est d’encourager, de façon générale, un engagement effectif, actif et informé des membres et la participation au processus électoral.

En 2013, le Comité de marketing et des relations avec les membres s’est réuni quatre fois pour :

• Réviser et approuver la stratégie et le budget de marketing

• Superviser les activités des membres-propriétaires• Réviser les initiatives de la firme de marketing

actuelle et le plan pour l’avenir • Discuter et recommander un Plan de média social

Avec l’aide de Catapult Marketing et l’excellente participation de notre personnel, la Caisse de Beau-mont Credit Union a fièrement souligné plusieurs excellentes réalisations comme:

• AIME Award - “Achievement in Marketing Excel-lence” pour la campagne “Switch to E-Statement”. C’est un concours national reconnaissant l’excel-lence en marketing des caisses populaires.

• Commandite continue du Centre S&D Aquafit Centre à Beaumont

MARKETING CAMPAIGNS

LE MARKETING CAMPAIGNS

RAPPORT du COMITÉ de MARKETING et des RELATIONS AVEC les MEMBRES 2013

MARKETING and MEMBER RELATIONS COMMITTEE REPORT 2013

BCU WINS Two National Marketing Awards

Beaumont Credit Union (BCU) was honored with two national awards in marketing excellence during the 24th annual Marketing Association for Credit Unions (MACU) Achievement in Marketing Excellence Awards (AIME) Gala in Montreal, QC.

The AIME Awards recognize out- standing marketing achievements within the credit union industry over the past year. This year 161 entries were received in 14 categories.

Beaumont Credit Union won an “AIM” award for its 2013 annual report, which highlighted the credit union’s service delivery promises and community support initiatives along with its annual financials. The Credit Union also won a coveted “AIME” award in the Special Events Category for its Red Cross Flood Relief Campaign entry. During that campaign, $7,862 in community donations and matching credit union funds were raised for Red Cross flood relief and cleanup efforts last year resulting from the Southern Alberta floods.”

Lending a Hand During Volunteer Week Our Random Acts of Kindness Team showed their community spirit by taking part in special activities during Volunteer Week, from April 6 to 12. Our staff served tea and cookies to senior citizens and read to children at the Beaumont Library. But it didn’t stop there. Our RAK team has been busy ever since. They took part in recent activities such as:

• French Club Wine and Cheese • Communities in Bloom • McHappy Day • Mother/Daughter Fairy Princess Tea • Tim Horton’s 50th Anniversary • Seniors’ Spring Tea • SADD Dodgeball Tournament

… and there are plenty more events to come, so be on the lookout for our green jackets! Thanks to all our volunteers for their tireless work!

Our Random Acts of Kindness (RAK) Month Was a Hit! To celebrate all the people that make Beaumont a great place to live and work, BCU wanted to do something special. So during the whole month of March we visited workplaces, rec centres and coffee shops to hand out special gifts and treats. We were very pleased with the response from the community – they were highly appreciative, and quite surprised! Our favourite activity was giving away 100 free coffees at Tim Horton’s one morning! A close second was buying breakfast for the early risers at A&W, a great way for our Lending Team to start the day. Thanks for making it a great month, Beaumont!

RAK LOCATIONS

• Home Hardware • Uniglobe Travel • Fern’s Dog Grooming

We’d also like to extend our thanks to McDonald’s and Tim Horton’s for their donations and support.

• Beaumont Dry Cleaners • Ken Nichol Rec Centre • And more!

JUST GOT A WHOLE LOT MORE DELICIOUS.JUST GOT A WHOLE

LOT MORE DELICIOUS.

Beaumont Credit Union

MEMBER-OWNER APPRECIATION BARBECUE

It was our lucky day last Friday the 13th, when we were able to show our appreciation to all our member-owners by hosting a community barbecue! We organize this event every year to let all our members know that they mean the world to us! Plus, we love having the chance to visit and catch up with everyone. This is our favourite afternoon of the year. (Although the grad barbecue on June 11, which celebrated our Grade 12 grads, is a close second).

Beaumont Credit Union HoursMonday – Wednesday 9:30 am – 5:30 pmThursday 9:30 am – 8:00 pmFriday 9:30 am – 6:00 pmSaturday 9:00 am – 12:00 pm

Phone: 780.929.8561 Toll Free (NEW!): 1-888-929-7511Fax: 780.929.2999MasterCard: 1.800.561.7849

5007 – 50 Avenue, Beaumont, AlbertaT4X 1E7

Open extended hours to make your banking easier.

beaumontcu.com

Like Us: Facebook.com/beaumontcu

Follow Us: @BCUAlberta

MONEYWISE How to Save Money on Your Family Vacation this Summer

BEFORE YOUR TRIP

Set up an account specifically for your special trip. Make weekly contributions and watch your money grow!

Set a budget and stick to it. Compare prices online for travel and accommodation and choose the one that fits your budget best.

Determine ways to save such as using credit card travel points, frequent traveller miles, or discounts you may be eligible for.

Pick a destination that fits within your budget. Odds are, you will have just as much fun at the more affordable destination.

DURING YOUR TRIP

Make the most of your funds by planning ahead. This might mean packing a cooler with drinks and sandwiches for a road trip. Or, choose a hotel room with a kitchenette so you can stock up on groceries when you arrive. This will save you from going out to pricey restaurants for every meal.

Stay with Friends or Family if you are travelling to an area where you have relatives or acquaintances, consider asking them if they’ll host you for a night or two.

Above all: Have fun with your family. These are the memories that will last a lifetime!

Mother’s Day at BCUWe had a special coffee and cake treat in-branch on May 16 in honour of mother’s day. A number of staff members helped set up a special display of photos with their own mothers. It was a terrific tribute, and our members loved it!

Changes to Credit Union PracticesThere has been a recent change to the rules for credit union deposits in Alberta. Any deposits made at members’ non-home branch will be held for one business day.

This change still doesn’t affect the great number of benefits Alberta credit union members enjoy. Many of our members might not even realize they are able to bank at any credit union in Alberta without paying any extra fees. All our members have access to any credit union ATM or branch location across the province. In fact, there are more than 20 ATM and branch locations in the Edmonton region alone.

STAFF CORNER