JACQUIE FISHER MEMORIAL GRANT
APPLICATIONTO CUNA MANAGEMENT SCHOOL

This grant program honors Jacquie Fisher, a former employee of the Ohio Credit Union League (OCUL) and Credit Union National Association (CUNA) who devoted her career to credit union professional development. Jacquie was a tireless supporter of education for credit union leaders and this grant opportunity allows her legacy to continue.

This professional development grant covers one-year attendance of CUNA Management School, includingtuition and room & board. The 2015 CUNA Management School will be held July 12-24, 2015, in Madison, WI. Grants are awarded based on demonstrated need, potential position impact on the credit union, and the applicants past involvement in the credit union movement.

2015 Grant applicants must be an employee of a credit union affiliated with OCUL and CUNA.

Application Deadline: May 15, 2015.

Applications received after the deadlinewill not be considered.

APPLICANT INFORMATION

Date:

Applicant Name: Title:

Credit Union: Chapter:

Address: City, StateZip:

Daytime Phone: Evening Phone:

E-mail Address:

Asset Size: Number of Members: Number of Employees:

Total Length of Credit Union Service and Positions Held:

Educational Sessions Attended in past 12 Months:

Chapter Meetings Attended in past 12 Months:

Any self-study certification programs, such as Certified Executive Program (CEP), Regulatory Training & Certification Program (RegTrac), etc.?

If so, please list your completed tracks or courses:

EDUCATIONAL PROGRAM COST

What year of CUNA Management School are you entering?

1st Year2nd Year3rd Year

Have you or your credit union applied for assistance from the Ohio Credit Union Foundation previously?

( ) Yes ( ) No

If yes, for what purpose and when?

Tuition Amount Requested $

Have you applied for other grant or scholarship assistance from CUNA or other sources? If so, list dollar amount:

Attach a brief narrative to address the following:

  1. Why is this grant to CUNA Management School important to you? How will you use this educational experience to benefit your members, your credit union, your community, and your career goals?
  2. Why do you need grant assistance to attend CUNA Management School?
  3. What are your current responsibilities at the credit union?
  4. What knowledge can you share with other credit union leaders who will be attending CUNA Management School?
  5. Describe your involvement in the following over the last two years: community and volunteer activities, offices held and active involvement in the educational activities of the credit union movement.

Application SignatureDate

Signature of CEO/President or Chair of the BoardDate

OCUF Funding Recognition

Successful applicants must mention the Ohio Credit Union Foundation as having provided grant funding in all press releases, news stories, articles, interviews, and web site references. A suggested credit line is the following: “[Your Credit Union Name] received funding through a grant from the Ohio Credit Union Foundation.” Copies of the above materials must be provided to the OCUF.

Return to:

Ohio Credit Union Foundation, Executive Director, 10 West Broad Street, Suite 1100, Columbus, OH 43215

Ohio Credit Union Foundation

Jacquie Fisher Memorial Grant Application

1/2014