Join Us for a FREE Education Express Webinar!

Thursday, November 12th

4:00 PM – 4:30 PM ET

This Month’s Focus

Review Year-End Tasks for November & December 2026

During our upcoming Education Express session, Monica Boguszewski will detail Year-End items for November and December. Topics covered will include:

  • Tax forms handling Tool #916
  • Verifying shares & certificates (1099 INT reporting)
  • Verifying loan categories (1098 reporting)
  • Verifying Accounts Payable vendors (1099 Misc. reporting)

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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.