NOTES OF INTEREST

91 N. Pioneer RoadFond du Lac, WI 54935

920. 921.1123www.fdlcu.com

New Year - New Things For FDLCU

After 42 years of service to Fond du Lac Credit Union, Chris Rockweit has retired.

I had the chance to ask Chris a few questions about her time with the Credit Union as she was preparing for the transition.

Me: When did you encounter chal-lenges?

Chris: Basically….every day. When you work in a smaller business, you wear many hats. Every day can bring on a new challenge that you weren’t planning on that day. Me: What was the biggest change to the industry over the years?

Chris: Definitely the technology. When I started we manually calculated the interest when a loan payment was made and every night ran the member ledger card through a huge ‘posting machine’ to update their transaction. I’m sure those machines are antiques now! I feel our CU has done an excellent job on keeping up with technology services being offered to our members…including Mobile Deposit that was just rolled out the end of December. Me: What will you miss about it? Chris: I’ll miss the member relationships I’ve built over the years along with the many friendships formed in the credit union com-munity. The Credit Union family is definitely a special group of people…always a “People Helping People” atmosphere! Me: Anything else you’d like to share? Chris: This has truly been a memorable experience. I feel confi-dent that over the 42 years of my tenure, I have served the mem-bership of Fond du Lac Credit Union to the best of my ability and I know I’m leaving a strong and growing credit union in good hands. We wish Chris many years of enjoyment and leisure! Taking Chris’s place as President is Scott J. Roesch. The name may be a bit familiar. Scott worked for Fond du Lac Credit Union for just over 12 years, starting as the Accounting Manager and ending as Executive Vice President. He left FDLCU in February 2013 to take the position of President for Service Credit Union in Green Bay.

“I had no idea when I left Fond du Lac Credit Union for the opportunity to become President of Service Credit Union that the experience would prepare me to return,” Roesch said. “I was actively involved in the planning and execution of the new facility in 2010 so it’s kind of like coming home. I am very excited to return to Fond du Lac Credit Union. I know I will have big shoes to fill

as President, but with our great employees, I know that we will continue to expertly serve our members.”

Board of Directors Election The nomination deadline for new candidates for the Board of Directors has passed. As a result, the nomination committee has submitted the following names for re-election: Jeremy VanDeraa Mark Vande Berg

All incumbents will be officially appointed for another threeyear term at the Annual Meeting. Board Member Dave Gustavus has decided not to run for a new term. Credit Union President, Scott Roesch will be appointed temporarily to the Board to fill the vacancy. Anyone interested in completing the remaining term of this position should contact Nomi-nating Committee Chairperson, Mark Vande Berg. Incumbents will be officially appointed for another three year term at the Annual Meeting. Fond du Lac Credit Union’s 61st An-nual Meeting will be held at the Credit Union Office, 91 N. Pioneer Road on March 17, 2016 at 5:15 p.m.

January 2016

Happy New Year!

Scott J. Roesch

Chris Rockweit

Welcome!

We welcome two new employees to Fond du Lac Credit Union! Megan Gysbers joined us on November 9th and is our new Director of Accounting. Megan has a Bachelor’s degree in Ac-counting & Finance and worked at Altra Federal Credit Union for 11 years before moving to Fond du Lac. “I was recently married to my wonderful husband Grant,” says Megan. “We enjoy making our house a home in our spare time. I love reading and enjoy watching sports, mainly football, basketball and hockey. I come from a wonderful family. I’m the oldest child and have two sisters and a brother.” Sarah Scharf joined us on December 1st as our new Accounting Associate. Sarah and her husband also moved to Fond du Lac from La Crosse where Sarah also worked for Altra Federal Credit Union for 8 years! Sarah is currently pursuing a Bachelors degree in Human Resources. When asked what she likes to do when not at work, Sarah said, “In my free time I love to read, attend country concerts and travel with my husband, Erich. We also love Packer games!”

Megan Gysbers, Director of Accounting (left) and Sarah Scharf, Accounting Associate (right).

Remember - Tax refund checks payable to two parties (for example, John Smith and Jane Smith) must be signed by each person listed on the check!

Direct Deposit Set-up? Ask Us First!

Whether you are setting up Direct Deposit for your payroll or you’re expecting a tax refund and would like to skip the paper check, it’s really important that you have the exact numbers for the funds to find their way to your account. Close isn’t close enough! The Routing number is kind of like the financial institution’s address. It will help the direct deposit get to the Credit Union. Then there’s the account number - here’s where it gets tricky. The account number has to be exact or the funds get returned to where they came from. The best way to make sure your money will make it to the correct account is to check with a Member Associate before you submit any forms. They will confirm that the account number is formatted to allow the funds to be deposited into your savings, checking, spare, household - whichever account you choose.

IRA Contributions (Deposits) for 2015may be made through April 15, 2016

Don’t forget to let us know so your Credit Card and Debit Card will continue to be

accepted wherever your travels take you!

GOING SOMEWHERE?

CU Scholarship for You If you thought Fond du Lac CU could help you pursue a college education only by offering you a student loan, think again. FDLCU offers a $500 scholarship as well. Applicant must: be a member of Fond du Lac Credit Union.To be eligible for membership, students must live or work in Fond du Lac or Dodge County, or have an immediate family member who is a member of Fond du Lac Credit Union. If eligible, membership is activated by opening a Share (Savings) Account with a minimum of $5.00.• Applicant must have a cumulative high school grade point aver-age of at least 3 (on a 4 point scale).• Applicants must have been involved in school and community activities.• Applicants must be a high school senior accepted for admission to Marian University, Moraine Park Technical College or the University of Wisconsin – Fond du Lac.• Applicants must be enrolled at least half-time in a degree or cer-tificate program at one of the above stated schools for the fall term immediately following high school graduation. The application deadline is April 1 and you can find the applica-tion at www.fdlcu.com under About us, Applications & Forms.

Mobile Deposit is Here!

Mobile Deposit gives you the ability to deposit a check from any location by taking a picture (digital image) of the check and transmitting it to FDLCU without ever having to physically deliver the check to the Credit Union. That means you can deposit checks whenever you want from wherever you are. Just download the FDLCU Mobile App to get started.