Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join us for a review of Year-End best practices with our Early Bird Special for 2021 Year-End Prep!  During this session, Monica Boguszewski, Account Executive with the Client Services and Education team, will discuss the following items: Tool #916: Update Tax Form Handling Instructions Verifying shares & certificates (1099 INT reporting) Verifying loan categories (1098… Read more »

Aug 9, 2021

How Do I Request Upload/Download Permissions for CU*BASE?

How Do I Request Upload/Download Permissions for CU*BASE?

Need to grant upload/download permissions in CU*BASE to one of your employees?  Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »

Aug 9, 2021

Join AuditLink on August 12th to Learn About our Cooperative Approach to Vendor Management

Join AuditLink on August 12th to Learn About our Cooperative Approach to Vendor Management

AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country.  We set the standards for vendor due diligence for a national audience.  Our Meet AuditLink series focuses on Vendor Management and the people who drive the innovation and technology that sets us apart from all others. This informative… Read more »

Aug 5, 2021

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the third session of the 2021 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Aug 5, 2021

DHD Video Series: Timing Considerations – What a Custom Project Process Entails

DHD Video Series: Timing Considerations – What a Custom Project Process Entails

Check out the Developer’s Help Desk video series for answers to common questions and tips relating to the DHD platform.  In our sixth video, Scott Page and Brian Maurer discuss timing considerations for custom projects and how these may differ between projects readily available in the CU*Answers online store versus a brand new development that… Read more »

Aug 4, 2021