CEO Strategies Week 2014 a Rousing Success!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We welcomed 61 credit unions during CEO Strategies Week 2014, held from November 3-6 in Grand Rapids, Michigan! Click here to review conference materials. Check Out the Roundtable Scribe Notes! 2015 Business Plans Apple Pay Cybersecurity Internet Retailer Don’t Miss Next Year’s Revamped Event! To be held at the… Read more »

WebEx Training Invitation Emails

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Issue with WebEx Training Invitation Emails – Due to technical difficulties, some clients who registered for the courses listed below, which are scheduled for today, November 20, never received a WebEx “Invitation to training session” email (from containing the URL to log into these webinars. Executive Study Groups… Read more »

Collections Roundtable Rescheduled for 12/3

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t miss the next Collections Roundtable, which has been rescheduled for Wednesday, December 3. Come to CU*Answers for this FREE opportunity to network with your peers and discuss hot topics related to collections! Hear from CU*Answers Compliance Expert Jim Vilker on NCUA guidelines regarding indirect lending! Register for the… Read more »

Self-Processing Credit Union November/December Year-End Deadlines

During November Anytime in November: Perform monthly IRA and HSA verification of balance file data. November 26: Statement inserts are due at Sage Direct (if you use Sage for statements). During November or December (Anytime) Update Federal holidays/non-business days configuration. If using substitute 1099-INTs, send alert email to members. Enter mortgage points paid and other… Read more »

My CU Today

ATTENTION ONLINE CREDIT UNIONS: My CU Today – Your Credit Union’s Vitals at Your Fingertips! Coffee, newspaper, My CU Today. Just like the morning news, My CU Today provides you with an early-morning report on how your credit union performed the day before. Get the latest information about your membership and operations with daily notifications!… Read more »