Identify opportunities. Make introductions. Collect points. Win prizes.

This fall, branches will compete (again) to earn points by making introductions/referrals for a chance to take home the CU Financial Management Cup for their divisions. There will be 2 chances to win each week, and with every 5 points earned, your name will be entered to win the jackpot… a $1,000 Guusto gift card! The CU Financial Management Cup contest runs from October 7 to November 15.

Bonus Points Available Until Oct 10

Scroll to the bottom of this page to find the entry form.

Competing Leagues

The Financial Freedom Fighters

Scorecard

The Money Management Marvels

Scorecard

The Capital Growth Gurus

Scorecard

For every referral that turns into a meeting, you earn 1 point
When the meeting results in new business, you earn 5 points
If the referral is a commercial/business member and they complete an appointment, you earn 7 points
Bonus Points-complete the Bonus Point form by October 10. You can earn up to 4 extra points (which count towards personal totals, not team totals)

The branch that captures the Gold with the most points in each league will win the Cup, along with a framed certificate.
The Silver and Bronze winners will earn a framed certificate and a reward for their team.

There are plenty of opportunities to win throughout the competition!

Division Winners: $200 prepaid MasterCard for the 1^st place team, $100 for 2^nd place, and $50 for 3^rd place in each division.
Top Point Earner: $100 Guusto gift card for the individual with the most points accumulated overall
Grand Prize: Every 5 points accumulated earns a “golden ballot” for entry into the grand prize draw of $1,000, to be drawn at the end of the campaign and announced at the closing ceremony.
Weekly Bonus Prizes: Anyone who earns 5 points or more in a week will be entered into a bonus draw for a $50 gift card. This, with the “Champion of the Week,” gives you the chance to win twice each week.
Bonus Points Opportunities: Participate in the Kick-Off Event, complete our short questionnaire below by October 10, and more!

First Name

Last Name

Credit Union

Branch/Location

Why does 'local' matter to you?

Tell us why supporting local businesses is important to you and/or your community (1 point)

BONUS for three extra points - list three topics from the CU Financial Management Learn library that you find useful, or would share with members.

View our Learn portal and take a look at the library of topics and information available for you and your members.

Do we have permission to share your responses with other credit union staff?

Please type "yes" or "no". You will still qualify for points, if you opt not to give permission.

Enter to Win BIG!

Win a Guusto Gift Card Valued at $1,000

For every 5 points you accumulate, you will earn an entry for the jackpot. The more introductions, the more chances you have to win a $1,000 Guusto gift card. The random draw for the jackpot will take place during the closing ceremony call.

Have questions?

Please ask your branch manager for details or reach out to us at introductions@cufm.ca. We’re happy to help!