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2011 Congressional Visit Briefing Material

General Documents

1. Legislative Briefing Document    [Word]    [PDF]
2. Hill Meeting Outline    [Word]    [PDF]
3. 90 Second Talking Points
4. Basic Information About Credit Unions   [Word]    [PDF]

The Value of the Credit Union Tax Status

1. Credit Union Value Proposition Talking Points
2. Straight to the Point: Credit Unions are the Best Option For Consumers to Conduct Their Financial Services
3. State-by-State Data on the Benefits of Credit Union Membership
4. CU vs. Bank Comparisons
5. Letter from Bill Cheney to the members of the President's Economic Recovery Advisory Board regarding the statements regarding the credit union tax exemption in their report on tax reform options. (09/01/10)
6. Letter from Bill Cheney to Treasury Secretary Timothy Geithner responding to a letter sent by the Independent Community Bankers of America regarding the NCUA's corporate credit union rule and legacy asset plan. (10/07/10)
7. Letter from NCUA Chairman Debbie Matz to Bill Cheney Regarding the Credit Union Tax Status (11/29/10)

Member Business Lending - Job Creation Legislation

1. Member Business Lending Talking Points
2. PPI Sudy- The Credit Gap- Easing the Squeeze on the Smallest Businesses
3. MBL differences HR 1418 vs. HR 3380
4. 'Dear Colleague' (03/02/11)
5. Letter from Bill Cheney to Senators Mark Udall, Olympia Snowe and Charles Schumer in support of legislation to increase the credit union member business lending cap. (03/08/11)
6. Legislative Language – S. 509 / H.R. 1418
7. State-by-State Numbers
8. Small Business Open Letter to Congress
9. Letter of Support for Increasing the Credit Union MBL from Treasury Secretary Timothy Geithner
10. MBL Objection Response Summary
11. MBL Objection Response - Full Analysis
12. Straight to the Point:  Member Business Lending
13. Letter from NCUA Chairman Matz to Treasury Counselor Gene Sperling Supporting MBL Legislation
14. Letter from NCUA Chairman Matz to Treasury Secretary Geithner Describing Actions the Agency Would Take if the Member Business Lending Cap Were Increased or Eliminated
15. Member Business Lending and Employment by State
16. Department of Treasury Study on Credit Union Business Lending (01/2001)
17. Letter from Bill Cheney to House Financial Services Committee Chairman Spencer Bachus and Ranking Member Barney Frank Regarding the Credit Union Member Business Lending Cap. (01/26/11)
18. MBL Folder

Housing Finance Reform

1. Housing Finance Reform Talking Points
2. Testimony of Rod Staatz, President and CEO of SECU of Maryland, on behalf of CUNA, before the Senate Banking Committee Hearing on Housing Finance Reform (06/28/11)

Supplemental Capital

1. Supplemental Capital Talking Points
2. CUNA's Supplemental Capital White Paper
3. Letter from NCUA Chairman Debbie Matz to House Financial Services Committee Chairman Spencer Bachus Regarding the Need for Credit Union Capital Reform

2011 GAC Background Data

1. 2011 GAC Background Data Description
2. Estimates of the Cost of Taxation and Interchange on Credit Unions By Congressional District
3. Estimates of the Benefits of Supplemental Capital and Member Business Lending By Congressional District
4. State-By-State Estimates on Tax Status, Interchange, Supplemental Capital and Member Business Lending
5. State-by-State Bank/CU Overviews
6. Frequently Requested CU/Bank Comparisons