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ADVOCACY TOOLKIT: 2020 1 Table of Contents 4 Wisconsin Bankers Association ADVOCACY TOOLKIT: 2020 WBA ADVOCACY TOOLKIT Table of Contents Table BIGG Award Checklist . Page 3 Volunteer Today - WBA Advocacy Officer . Page 5 WBA Issue Advocacy Fund . Page 7 2020 Elections Summary . Pages 9-11 5 Easy Steps to Find Your State Legislator . Pages 13-19 Wisconsin Delegation - District Offices and Maps (including Assembly, Senate and Congressional) Tips for Writing Effective Comment Letters . Page 21 Sample: Alliance for Bankers Memo from CEO . Page 23 Sample: Wisbankpac Memo from CEO . Page 25 Sample: Take Your Legislator to Work Packet (TYLTW) . Pages 27-31 including an agenda, talking points and press release Grassroots Action Sample: Phone Script & Letter to Congress . Pages 33-34 Best Practices . Pages 37-39 Have questions? Contact the WBA Advocacy Team. Rose Oswald Poels Daryll Lund Michael Semmann WBA President and WBA Executive Vice WBA Executive Vice President Chief Executive Officer President and Chief of Staff and Chief Operations Officer (608) 441-1205 (608) 441-1203 (608) 441-1206 [email protected] [email protected] [email protected] WBA Outside/Legislative Counsel Heather MacKinnon Scott Birrenkott WBA Vice President-Legal WBA Assistant Director - Legal (608) 441-1263 (608) 441-1244 Contract Lobbying Firm [email protected] [email protected] 41 42 WBA ADVOCACY TOOLKIT Bankers Involved in Grassroots & Government (BIGG) Award Checklist WHAT IS THE BIGG AWARD? The Bankers Involved in Grassroots and Government (BIGG) award represents the highest achievement for bank involvement in advocacy for the Wisconsin Bankers Association . The award is typically given out to a small number of banks at the WBA Bank Executives Conference in front of a group of banking peers . Examples of the awards given out in the past include flags flown over the United States or Wisconsin Capitol building, a piece of stone from the Wisconsin Capitol from the 1990s renovation, a pennant signed by Governor Walker or a framed print . BIGG award winners are printed in the Wisconsin Banker and in electronic publications such as the Executive Letter and The Pundit, and are made known to Wisconsin Legislators . The reach is over 7,000 bankers and opinion leaders throughout the state of Wisconsin . The awards are based on meeting five of seven criteria through WBA programs: Item Date(s) Notes Accomplished 1 Achieving WBA Gold Triangle Bank status for political fundraising 2 Hosting a “take your legislator to work day” by bringing in an elected official into the bank 3 Attending the WBA Capitol Day 4 Attending the WBA/ABA/ICBA Washington Summit 5 Bank staff contacting state and federal representatives through grassroots e-mail contacts 6 Contributing to the WBA Issues Advocacy Fund 7 Other: Testifying before Congress or the Wisconsin Legislature, hosting a fundraiser, analyzing legislation for WBA, etc . CALL TO ACTION: Fax or email your completed checklist to Mike Semmann by December 31, 2020. Questions: Contact Mike Semmann at msemmann@wisbank .com or (608) 441-1206 . 43 44 WBA ADVOCACY TOOLKIT Volunteer Today - WBA Advocacy Officer The WBA Board set a goal of at least 50% bank participation in this new program in 2020! Contact Mike Semmann today and let us know who you would like to name at your institution! Join the group where influential bankers become leaders in their community . WHY BECOME AN ADVOCACY OFFICER? IT’S LEADERSHIP IN ACTION! • Leadership. You will be seen as a leader in your bank because of your increasing awareness regarding banking related issues . • Development. You will develop the ability to innovate and make a positive impact on the direction of the banking industry . • Opportunity. You’ll be given the opportunity to facilitate statutory or regulatory changes that will benefit your bank and the banking industry . • Visibility. Your voice and your opinions will be heard by policy makers . • Impact. You will be making a real difference in the lives of Wisconsin bankers and the communities you serve . DUTIES & RESPONSIBILITIES: • Sign up with the Wisconsin Bankers Association as the Advocacy Officer for the bank . • Keep informed on legislative and governmental issues that impact both the bank and the banking industry . (Policy and/or Political) • Communicate quarterly (optimally) with the bank’s Board of Directors and Officers on state, local, and national issues impacting the industry . • Coordinate at least one “Take Your Legislature to Work” event annually . • Participate in the annual Capitol Day hosted by the Wisconsin Bankers Association . • Coordinate annual fundraising activities for the WBA’s ABW and Wisbank PAC for the bank’s Board of Directors, Officers, and Employees . • Contact both state and federal legislators on emerging issues and encourage other bank personnel to do the same . • When possible, attend events hosted by/for state and federal legislators and effectively communicate issues impacting the banking industry . This may include fundraisers, town hall meetings, meet and greet, etc . • Provide data and research to state and national trade associations on the impact regulations have on the bank . • Be the liaison within the bank for communication of WBA advocacy actions and initiatives to bank officers and board . Becoming an Advocacy Officer for the bank gives you access to information and peer connections that are very beneficial. It’s a great group of people “ and a fun way to give back to the industry. ” - Gary Kuter, CRCM Senior Vice President of Retail Banking and Chief Compliance Officer Capitol Bank Questions: Contact Mike Semmann at msemmann@wisbank .com or (608) 441-1206 . 45 46 . WBA ADVOCACY TOOLKIT WBA Issue Advocacy Fund The WBA issue advocacy fund is an opportunity for your bank to contribute corporate dollars that are pooled with those from other Wisconsin business coalition partners to craft pro-business public policy messages to the general public, opinion leaders and elected officials . We’ve seen some very big changes in the last two years . Some we expected and some we didn’t . Some will have a positive impact on your bank and some…well, time will tell . At WBA, we are helping the banking industry prepare for 2020 and beyond . The question for us is, “Will we be ready?” Member Contributions to issue advocacy funds What Does The Fund Do? WBA works to determine The fund is established to help educate the public, local leaders and WBA invests in future the best policy positions elected officials and to define banking and business issues through advocacy activities advertising . WBA works with coalition partners to determine the best and partnerships course of action . The message is sent at appropriate times during the legislative session and throughout the year . Business Coalition Business Coalition Future Coalition Activities Partners Partners Why Should My Bank Give? To help get out a clear and direct message about banking issues in a way that the public will understand . Issue advocacy communications always aim to explain (albeit briefly) why banking issues perrtains to people and why they should buy-in . This includes a connection to a particular fact or statistic to the policy you’re advocating, explaining why it is important and connecting it to the public’s everyday life . WBA is the only issue advocacy voice for the banking industry in Wisconsin . Are Contributions Deductible? Contributions are not deductible as a charitable contribution . 100% is attributable to lobbying as defined by the Internal Revenue Code and is therefore not deductible as an ordinary business expense . Please consult your tax advisor for guidance . What’s at Stake? The banking industry in general continues to be demonized to the detriment of all Wisconsin banks . Some candidates for office in Wisconsin are running on an issue platform hostile to banks . What Can Be Done? Wisconsin banks need to unite and deliver a strong message to the public using TV, radio and direct mail to educate the public about public policy differences and the importance of strong pro-banking leadership in the legislature . How Can My Bank Help? Make a generous contribution to the Wisconsin Bankers Association (WBA) . Corporate contributions are allowed by law . Join your peers in making a donation of $1,000, $5,000, $10,000 or whatever you deem appropriate to the WBA issue advocacy fund . Your bank’s corporate donation will be kept confidential . Questions: Contact Mike Semmann at msemmann@wisbank .com or (608) 441-1206 . 47 48 . WBA ADVOCACY TOOLKIT 2020 Elections Summary Here in Wisconsin, we never get tired of elections! Voters across Wisconsin will be voting in the regular Spring and Fall elections. Those in the north woods also have a special election for the 7th Congressional District to replace former-Congressman Sean Duffy. Spring Election General: April 7th, 2020 u STATE SUPREME COURT Incumbent Supreme Court Justice Daniel Kelly is not running for re-election to the 10-year term. Kelly was first appointed to the court in 2016 by Governor Scott Walker to finish the term of retired JusticeDavid Prosser. Two liberal candidates are running to replace him: Jilly Karofsky and Ed Fallone. Supreme Court elections are officially non-partisan but have in practice become more partisan over the last decade. Kelly is support by the Republican Party while Karofsky and Fallone are supported by the Democratic Party. Daniel Kelly Jill Karofsky • currently a Justice of the State Supreme Court • a judge for Branch 12 of the Dane County Circuit • running for a full ten-year term Court in Wisconsin • assumed office in 2017 • Her current term ends in 2023 He received his bachelor’s degree in political science and Spanish from Carroll University and his J.D. from Regent University School Karofsky earned her bachelor’s degree from Duke University. She holds of Law. Kelly is a founding partner of Rogahn Kelly LLC, which he a master’s degree and J.D. from the University of Wisconsin.
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