Audit Link Advisor Issue 9

Attached is another issue of the Audit Link Advisor, your link to the latest news on compliance. In this issue: Recommendations for the Credit CARD Act. Open the PDF or Visit the Advisor site,

Mar 4, 2010

Project Sheet Procedure Change

This is just a quick heads up about some procedural changes for project sheets that you might start to notice soon.  Following our spring clean-up project last week, we decided to change the process a bit to make it easier to track how project sheets move through the system and are regularly reviewed. New Procedure… Read more »

Mar 3, 2010

Credit CARD Act – Preview of Statement Changes

We have completed the necessary changes to our credit card statement formats to comply with the new requirements of the Credit CARD Act, in time for the deadline for producing February 2010 Credit Card statements this coming month-end. Read the Summary of Statement Changes View the Statement Samples Read prior communications in the Kitchen

Feb 22, 2010

Early Spring Cleaning for Project Sheets

It’s snowy and cold and the roads are a mess…what a perfect time for some spring cleaning! Seriously, the CU*Answers Production Team is working on a major cleanup project this week that might affect you, so we wanted to give everyone a heads up. In a nutshell, throughout this week we will be clearing our… Read more »

Feb 22, 2010

CU*SPY Reports and Statements: Status Report

Another quick update on the progress of this project since our last communication in December… During January, beta testing began as planned on the transition to the new CU*SPY, powered by eDOC Innovations. Based on early results we are adjusting our schedule a bit. We will be expanding the beta test and moving final release… Read more »

Feb 18, 2010

Announcing Mid-Term CEO School

If you haven’t registered for class, now would be a good time. What is it: CEO School – One day only Randy Karnes shares how he would use CU*BASE Tools as a credit union CEO to interact with Board Members and Leadership Teams. Register to take advantage of this coaching and mentoring activity. When: Thursday,… Read more »

Feb 17, 2010

Getting Ahead of Reg. E

A message to Credit Union CEO/Managers from Scott Collins, Xtend, Inc: Over the past several weeks, it has been interesting to watch the marketplace react to the new Reg. E revision affecting many of our credit unions’ ANR programs. As anticipated, the first to react were the consultants, armed with proposals to help you protect… Read more »

Feb 17, 2010

e-Documents = e-Confusion?

Does the concept of an e-documents strategy make you “e-confused?”  There’s someone in your corner!  We’ re pleased to introduce John Beauchamp, the Electronic Documents Strategies Manager at CU*Answers. John is an expert at helping credit unions develop the right e-document strategy.  Read the flyer to find out how he can help you, too!

Feb 16, 2010