Join Us for a FREE Education Express Webinar!

Wednesday, January 3rd

10:30 AM – 11:00 AM ET

This Month’s Focus

Review Year-End Tasks for January 2024

Year-end tasks for January are just around the corner!  During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including:

  • Review Beginning-of-Year/Tax File Verification Reports (page 44 in the Year-End Guide for Online Credit Unions, page 48 in the Year-End Guide for Self-Processing Credit Unions)
  • Final verification of distribution IRA Balance File data (pages 54 & 57 in the Year-End Guide for Online Credit Unions, pages 59 & 62 in the Year-End Guide for Self-Processing Credit Unions)
  • Verifying the Tax File and Printing 1099/1098 Tax Info (page 59 in the Year-End Guide for Online Credit Unions, page 64 in the Year-End Guide for Self-Processing Credit Unions)
  • Ascensus deadline for submitting 1099-R and 1099-SA files, as well as Fair Market Value (page 75 in the Year-End Guide for Self-Processing Credit Unions)

Click the button below to register today to review these along with other year-end tasks!

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Take a Look at the CU*Answers University Courses for March!

Take a Look at the CU*Answers University Courses for March!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in March!   Monday, March 4 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »

Feb 22, 2024

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Feb 2, 2024

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Feb 2, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner!  During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »

Jan 31, 2024

Your Credit Union Has Questions, Our Teams are Here to Help!

Your Credit Union Has Questions, Our Teams are Here to Help!

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jan 11, 2024

Now Available: the 2024 Education Catalog! Check Out What’s Coming in the Year Ahead

Now Available: the 2024 Education Catalog!  Check Out What’s Coming in the Year Ahead

A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2024 Education Catalog, filled with both classroom and online learning opportunities, along with innumerable resources that support a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a… Read more »

Jan 8, 2024