WELCOME SUMMER! - Beaumont Credit Union

BEAUMONT CREDIT UNION’S QUARTERLY NEWSLETTER | SUMMER 2 014
WELCOME SUMMER!
“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
Farewell
Camille
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.
BCU WINS
The Beaumont Credit
Union AGM was held
on March 4, 2014 where
the successful candidates
were announced.
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.
MARKETING and MEMBER RELATIONS
COMMITTEE REPORT 2013
WELCOME to
BEAUMONT
CREDIT UNION
BIENVENUE à
la CAISSE de
BEAUMONT
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.
La Caisse de Beaumont, située dans la belle ville de Beaumont, est une institution financière bilingue qui donne
un service bancaire complet. Notre ambiance accueillante, 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.
A Natural Fit
Un choix naturel
We like to think of ourselves as a natural fit for
Beaumont.
Nous nous plaisons à penser que nous sommes un
choix naturel pour Beaumont.
We offer an in-branch experience unlike any other
financial institution. We’re warm, friendly and welcoming. We help our members achieve health and
abundance in their personal and business finances.
Nous offrons une expérience en personne incomparable à toute autre institution financière. Nous sommes
chaleureux, amical et accueillant. Nous aidons nos
membres à réussir dans leurs finances d’affaires et
personnelles.
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.
Et même si notre éventail complet de services bancaires aide nos membres à prospérer, nos services
communautaires contribuent aussi au bien-être de
notre collectivité.
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 history 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
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».
5
RAPPORT du COMITÉ de MARKETING et des RELATIONS
AVEC les MEMBRES 2013
2. To ensure that the Credit Union actively supports
various worthwhile community initiatives. Strategic investment in our community remains one of
our priorities.
2. S’assurer que la Caisse supporte activement les
diverses initiatives communautaires valables.
L’investissement stratégique dans notre collectivité demeure l’une de nos priorités.
3. The Committee also serves as the Nominating
Committee.
a. These responsibilities include facilitating the
identification of qualified candidates for election 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.
3. Le Comité sert aussi de Comité de nominations.
a. Ces responsabilités comprennent faciliter l’identification 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.
MARKETING
CAMPAIGNS
LE MARKETING
CAMPAIGNS
In 2013 the Marketing and Member
En 2013, le Comité de marketing et des relations avec
Relations Committee met four times to:
les membres s’est réuni quatre fois pour :
• Review and approve the Marketing budget
• Réviser et approuver la stratégie et le budget
and strategy
de marketing
• Oversee member owner events
• Superviser les activités des membres-propriétaires
• Review the current marketing firm’s initiatives and
• Réviser les initiatives de la firme de marketing
plans for the future
actuelle et le plan pour l’avenir
• Discuss and recommend a Social Media Plan
• Discuter et recommander un Plan de média social
With the help of Catapult Marketing and the excellent Avec l’aide de Catapult Marketing et l’excellente
participation of our staff, in 2013 the Beaumont Credit participation de notre personnel, la Caisse de BeauUnion proudly celebrated some excellent accomplish- mont Credit Union a fièrement souligné plusieurs
ments, such as:
excellentes réalisations comme:
• AIME Award - Achievement in Marketing Excel• AIME Award - “Achievement in Marketing Excellence for “Switch to E-Statement” campaign. This
lence” pour la campagne “Switch to E-Statement”.
is a national competition recognizing Credit Union
C’est un concours national reconnaissant l’excelExcellence in Marketing.
lence en marketing des caisses populaires.
• Continued sponsorship of S&D Aquafit Centre
• Commandite continue du Centre S&D Aquafit
in Beaumont
Centre à Beaumont
Notre propre arbre généalogique est aussi quelque
chose dont nous sommes fiers. Plusieurs membres de
notre personnel travaillent avec nous depuis des décennies. Ils font tous et toutes partie de notre belle famille.
The AIME Awards recognize outstanding marketing achievements within the
credit union industry over the past year. This year
161 entries were received in 14 categories.
45
Election Report from the
Beaumont Credit Union
Election Committee
On March 4, 2014, Beaumont Credit Union
held an election for its Board of Directors.
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.
Alberta
FLOOD
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.”
Make Your
Donation
Before
JULY
31st
Donations Accepted Here
Support Our Neighbours in the South!
All donations will support the Canadian Red Cross.
Any donation over $20 is tax deductible.
Beaumont Credit Union Supporting the Community
Recruitment
Process for a New CEO
BCU 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
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 COMMITTEES
Executive – 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
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!
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
RAK LOCATIONS
• Home Hardware
• Uniglobe Travel
• Fern’s Dog Grooming
… 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!
• Beaumont Dry Cleaners
• Ken Nichol Rec Centre
• And more!
We’d also like to extend our thanks to McDonald’s
and Tim Horton’s for their donations and support.
Beaumont Credit Union
MEMBER-OWNER
APPRECIATION BARBECUE
JUST GOT A WHOLE
LOT MORE DELICIOUS.
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).
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.
STAFF CORNER
Mother’s Day at BCU
We 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!
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
Changes to Credit Union Practices
There 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.
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
Phone: 780.929.8561
Toll Free (NEW!): 1-888-929-7511
Fax: 780.929.2999
MasterCard: 1.800.561.7849
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.
5007 – 50 Avenue, Beaumont, Alberta
T4X 1E7
Above all: Have fun with your family.
These are the memories that will last a lifetime!
Open extended hours to
make your banking easier.
Beaumont Credit Union Hours
Monday – Wednesday 9:30 am – 5:30 pm
Thursday
9:30 am – 8:00 pm
Friday
9:30 am – 6:00 pm
Saturday
9:00 am – 12:00 pm
Like Us: Facebook.com/beaumontcu
Follow Us: @BCUAlberta
beaumontcu.com