Conducting business with a personal touch is an ethos that has served credit unions well.

Taking the same approach on GAC Hill visits can make a big impact on legislators.

These seven steps can help credit unions get their message across:

1. Be prepared. Focus on no more than two issues. Do your homework on all sides of the argument, as well as the legislator’s record. Bring concise, engaging handouts.
2. Strategize as a group. Decide a plan of attack and the desired outcomes. Appoint a manager to keep your meeting on topic, and a secretary to take notes.
3. Arrive cool, calm and in control. Show up early to acclimate to the surroundings. Introduce yourself to representative and aides with enthusiasm, intent on forming a personal connection.
4. Put on your game face. Be professional and objective. Do not rant and rave. Let the facts speak for themselves.

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