The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement production.
By the completion of this course, participants will have:
- Explored user-configured features of statements.
- Discussed key deadlines for timely statement production.
- Reviewed insert specification and vendor mailing instructions.
- Reviewed vendor insert deadlines.
- Developed a comprehensive understanding of the statement process by discussing reference materials available.
- Developed an understanding of the statement timeline.
Click the button below to register for your preferred session. Dates and times scheduled for the 2026 calendar year include:
Tuesday, March 24th
10:00 AM – 11:00 AM ET
Tuesday, April 14th
2:30 PM – 3:30 PM ET
Friday, September 11th
3:30 PM – 4:30 PM ET
For a full list of our 2026 education opportunities, check out the Education Catalog.
The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.
