Leadership Conference 2013
Published Thursday, May 23, 2013.
ATTENTION CEOs OF ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t forget to register by Friday, June 7 for this year’s Leadership Conference from June 18-20! Register today!
This year’s events will take place at a new location: the world-class JW Marriott hotel in downtown Grand Rapids. Reserve a room by next Wednesday, May 29 to take advantage of their discounted room rate of $159/night (subject to availability – just mention the group code cuacuaa). (Note: This deadline cannot be extended as it is the hotel’s cutoff date, not ours.) Make your reservation today by contacting the JW online or by phone at 800.971.4762.
Events will be topped off with a relaxing and casual golf outing at the Saskatoon Golf Club on June 20.
As always, this year’s Leadership Conference promises senior leaders from all CU*BASE credit unions the chance to meet their peers and hear about what’s on the horizon for the coming year. This year’s theme, “Life is a Construction Zone,” underlines the impact that major foundation projects (like FEP/ING) will be making on our network over the coming months.
Get further details about the 2013 Leadership Conference.
ATTENTION SITE FOUR CREDIT UNIONS: Online Banking Phone Number/Address Changes
Published Wednesday, May 22, 2013.
***This message applies only to credit unions that require approval of phone number/address changes made by members in online banking (i.e. those credit unions that have Reviewed update (approval required) selected in the Allow maint. of personal info by member (online) field accessible via MNCNFE #1-Online Banking VMS Configuration >> Standard Online Banking).***
We have become aware of an issue in which members’ online banking phone number/address changes are not being sent with batch maintenance to EFT and bill pay vendors as they should when your staff approves them (via MNSERV #21-Work Online Banking Apps/Requests >> Work >> Approve >> Apply Change >> Confirm.)
This issue, which was caused by a change made in the 13.0 release, affects all ATM, debit, and credit cards for all EFT and bill pay vendors.
As of today, we have corrected this issue and maintenance will be sent correctly starting this evening.
We have created reports listing any changes that may not have been updated properly to the third-party vendors, including iPAY. Please verify this information through your third-party admin terminal to make any necessary adjustments. There are two reports in your HOLDXX outqueue, both labeled QPQUPRFIL (for both April end-of-month and current-month maintenance).
If you are a Fiserv bill pay client, CU*Answers will be handling the corrections for your bill pay members.
Please don’t hesitate to contact Client Services if you have any questions.
ATTENTION ONLINE CREDIT UNIONS: Online Banking Phone Number/Address Changes
Published Wednesday, May 22, 2013.
***This message applies only to credit unions that require approval of phone number/address changes made by members in online banking (i.e. those credit unions that have Reviewed update (approval required) selected in the Allow maint. of personal info by member (online) field, accessible via MNCNFE #1-Online Banking VMS Configuration >> Standard Online Banking).***
We have become aware of an issue in which members’ online banking phone number/address changes are not being sent with batch maintenance to the EFT or bill pay vendors as they should when your staff approves them (via MNSERV #21-Work Online Banking Apps/Requests >> Work >> Approve >> Apply Change >> Confirm).
This issue, which was caused by a change made in the 13.0 release, affects all ATM, debit, and credit cards for all EFT and bill pay vendors.
As of today we have corrected this issue and maintenance will be sent correctly starting this evening.
We have created reports listing any changes that may not have been updated properly to the third-party vendors including iPAY. Please verify this information through your third-party admin terminal to make any necessary adjustments. There are two reports in your HOLDXX, both labeled QPQUPRFIL (for both April end-of-month and current-month maintenance). These are dated with today’s date. (Note: If your credit union participated in the beta test for the 13.0 release, you will see a March end-of-month report as well.)
If you are a Fiserv bill pay client, CU*Answers will be handling the corrections for your bill pay members.
Please don’t hesitate to contact Client Services if you have any questions.
2013 Xtend Stockholders Meeting
Published Tuesday, May 21, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: You’re invited to the 2013 Xtend Stockholders Meeting.
We’d like to welcome all credit union professionals to the 2013 Xtend Stockholders Meeting, which will be held on June 18 from 3:30-4:30 PM ET at the world-class JW Marriott Hotel in downtown Grand Rapids, Michigan.
The meeting will be followed by a cocktail reception from 4:30-8:30, when you can network with your peers!
For more details, open this formal invitation with directions.
Register no later than June 7. (Note: Separate registration forms must be filled out for the meeting and cocktail reception.)
As long as you’re online, visit the JW Marriott Hotel site and reserve a room! If you do so by May 29, you’ll get a discounted room rate! (Just mention the group code cuacuaa.)
See you there!
Training Invitation: Quarterly Collections Round Table Overview
Published Monday, May 20, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: CU*Answers University invites you to the Quarterly Collections Round Table Overview. Register today!
- Format: Web conference
- Hosted by: CU*Answers Collections team
- Date: Wednesday, May 23
- Time: 1-2 PM ET
- Cost: Free (normal charge of $20/half hour waived)
- Target Audience: For clients who attended the previous Collections Round Table held on May 9 or for clients who were unable to attend but would like more information.
- Content: The Quarterly Collections Round Table Overview will provide you with the information that was discussed at the Collections Round Table held on May 9. For those who were unable to attend, this web conference will be a great opportunity to hear the information provided, ask questions, get answers, share opinions, and have your voices heard.
Training Invitation: eDOC University Webinar
Published Wednesday, May 15, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join eDOC Innovations for a live education session simulcast from our 2013 Annual Leadership Meeting & Strategy Session.
During this live event eDOC will be training on eUpdate, DMAC, and Rev 7 Enhancements. The session will focus on the differences between revisions 5.0, 6.0, and 7.0 of various eDOC core imaging solutions.
Audience? Those responsible for maintaining eUpdate, DMAC, and enhancements to the idocVAULT & DocLogic suites.
Register for the webinar!
A confirmation with event login information will be emailed to you once we receive your registration.
If you have any questions about this webinar, please contact eDOC University at educateme@edoclogic.com or 800-425-7766.
Training Invitation: Education Express
Published Wednesday, May 15, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t miss tomorrow’s Education Express special events training featuring CU*BASE lending enhancements! Register now!
- Format: Web conference
- Hosted by: Lender*VP team
- Date: Thursday, May 16
- Time: 1-1:30 PM ET
- Cost: Free (normal charge of $20/half hour waived)
- Target Audience: Lending staff
- Content: Our complimentary 30-minute informative spotlight for this month will cover lending enhancements made to CU*BASE during 2012.
Remember This? Comments for Journal Entry Batches
Published Wednesday, May 15, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: There are so many cool features in CU*BASE. We’d like to remind you of one!
Remember that you can add a permanent note to a journal entry batch.
Use this tool to document for auditors and other staff why the entry was posted, specific details on individual transactions in the batch, or information about an audit trail or related paperwork.
Here’s how:
- Go to the General Ledger (MNGELE) menu and select Journal History Inquiry.
- Enter a G/L account number in the G/L account # field.
- Select Enter.
- Select a G/L transaction and then select Comments.
* Note: Remember that the comment will actually be added to the entire journal entry batch, even though you are selecting just one of the transactions from that batch.
- Enter your comments in the space provided and then select Save/Done (F5).
- The batch will then be highlighted in blue on the General Ledger Transaction Inquiry screen to indicate that there are comments to be read.
Reminder: May Tricks Webinar Today
Published Tuesday, May 14, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: The May Tricks of the Trade webinar will be held from 2-2:30 PM ET today!
Simply click here a few minutes before the webinar starts and enter this password: tricks.
During this interactive and engaging webinar, you’ll get an in-depth look at key pieces of documentation related to remote deposit and promise deposits!
Don’t have time to attend? Send one of your colleagues in your place and have them report back to the team on their takeaways!
Have new team members? This is the perfect opportunity to help them add to their skill set!
See you there!
Xtend Shared Branching Information Form
Published Tuesday, May 7, 2013.
ATTENTION XTEND SHARED-BRANCHING CREDIT UNIONS: Reminder – If you haven’t already done so, please fill out this Xtend Shared Branching Information Form and return it to us by this Friday, May 10.
Your filling out this form helps us ensure that your most current branch addresses are listed on our mobile app, Shared Branch Finder website, Location Guide flyers, and other marketing materials in the works.
Please include only member-facing branch locations on this form since this data will be used in member-facing marketing material.
We ask that all credit unions fill out this form, even if their locations have not changed.
Going forward, please email us an updated form any time you have an address change as we will refer to this form when trying to find out your most current address.
May Tricks of the Trade Webinar
Published Tuesday, May 7, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Mark your calendar for the upcoming Tricks of the Trade webinar!
Scheduled for Tuesday, May 14, from 2-2:30 PM ET, this interactive and engaging Tricks of the Trade webinar will give you an in-depth look at key pieces of documentation related to remote deposit!
Attending is easy! No registration is required for this drop-in webinar. Simply click here a few minutes before the webinar begins and enter this password: tricks.
Have new team members? This is the perfect opportunity to help them add to their skill set!
Don’t have time to attend? Send one of your colleagues in your place or read the companion Tricks of the Trade newsletter, which offers a preview of documentation discussed in the webinar as well as even more documentation on related topics.
DDoS Attack Information
Published Monday, May 6, 2013.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: You probably have heard about Distributed Denial of Service (DDoS) attacks, either through the NCUA Risk Alert or from CUNA. DDoS attacks work by overloading network traffic to the point that a website or other Internet service slows down or stops completely. According to several news reports, a large attack is scheduled for May 7, 2013, although news reports differ significantly on what effect this may have on the financial services industry.
CU*Answers takes the threat of DDoS seriously. We have implemented prudent measures to protect our network by assessing risk and deploying reasonable counter-measures. Our staff has attended a seminar taught by the FBI on protecting a network against DDoS, and CU*Answers has contingency plans in case of an attack as part of our Business Resumption strategy. Please note, however, that no matter how large or well protected a network is, there are no guarantees that any organization would be able stop a very large DDoS attack. Some of the victims of DDoS include Bank of the West, Microsoft, and the United States Department of Justice.
If you wish to learn more about how DDoS attacks work and strategies for developing your own risk assessments and mitigation strategies, CU*Answers has a whitepaper you can review on the AuditLink site.
CU*BASE GOLD 13.0 Arriving May 13/14
Published Monday, May 6, 2013.
ATTENTION SELF-PROCESSING CREDIT UNIONS: Don’t forget! You will receive CU*BASE GOLD Version 13.0 next week, on May 13/14.
Getting Your Release
As usual, you’ll be installing this release from the DVD that will be mailed to your credit union, along with a copy of the installation instructions. (Note: Due to a schedule change, DVDs will be shipped a day later than usual, on Thursday, May 9. They’ll be shipped via UPS overnight delivery so that they will arrive in time for your scheduled release date.)
What’s Coming with This Release
Note: To any credit unions that have activated MoneyDesktop in It’s Me 247 Online Banking, with the 13.0 release, your members will begin seeing a “Learn More” button that will direct them to the MoneyDesktop site to learn more about one of MoneyDesktop’s newest products: MoneyMobile.
2013 CU*BASE Leadership Conference
Published Monday, May 6, 2013.
ATTENTION CEOs OF ONLINE AND SELF-PROCESSING CREDIT UNIONS: Please join us at the 2013 annual CU*BASE Leadership Conference!
As always, this event gives senior leaders from all CU*BASE credit unions a chance to meet their peers and hear about what’s on the horizon for the coming year. This year’s theme, “Life is a Construction Zone,” underlines the impact that major foundation projects (like FEP/ING) will be making on our network over the coming months.
This year’s events will take place at a new location: the world-class JW Marriott hotel in downtown Grand Rapids.
- Xtend Stockholders Meeting: June 18
- Cocktail Reception: June 18
- Leadership Conference: June 19
- CU*Answers Stockholders Meeting: June 19
Events will be topped off with a relaxing and casual golf outing on June 20 held at the Saskatoon Golf Club.
Don’t miss this chance to have fun and network with your peers!
Register for each event no later than Friday, June 7. All registration will take place online this year.
Visit the 2013 CU*BASE Leadership Conference site for event and accommodation/transportation details.
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