A Gift from Xtend

ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: Take advantage of Xtend’s FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just email Xtend by Monday, December 8. We will then send your members an email message on Wednesday, December 10 notifying… Read more »

Training Invitation: Planning for Year End

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: CU*Answers University invites you to “Planning for Year End Using the Year-End Processing Guide.” Register for the session that best fits your schedule. Training for Online Credit Unions Tuesday, December 2, 11-12 PM ET Thursday, December 4, 11-12 PM ET Online Credit Union Registration Training for Self-Processing Credit Unions… Read more »

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! Review the 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 Watermark Country… 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 messenger@webex.com) 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 »