Release Summaries
Are you looking for information about future releases? Check out the Release Planning Page Or take a look at training and demo videos from previous releases. 2020 Owner’s View Monthly Recap – February 2020 Analytics Booth Release AB_20.02 Release Summary – February 23, 2020 Owner’s View Monthly Recap – January 2020 2019 Monthly Monitor Recap –… Read more »
Release Planning
Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools? This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion. Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that… Read more »
Pricing Guides
Pricing Philosophy Pricing is a tricky business. You can approach it from several different perspectives, ranging from “charge what the market will bear,” to “recover your development costs plus a small profit,” to “give it away and hope for a bigger payoff down the road from the relationship,” to myriad other cost accounting, profit… Read more »
“Tricks of the Trade” Newsletter Series
CU*Answers provides a wealth of education and documentation tools. Although the series is on temporary hiatus, you can still get a lot of great information from previous editions of the newsletter: what resources are available, how to find and use them, and best-kept secrets you maybe haven’t run across before! Documentation: Tricks of the Trade… Read more »
Risk Assessment Center
Share with Your Partners! Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements? Share your format with your CUSO partners! Submit a copy of your risk assessment or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com… Read more »
Special Interest Publications
These publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help you “pull it all together” and make the most of your relationship with CU*Answers. A2A Transfer Services What do you have to do to make A2A Services available to your members? We have resources… Read more »
My Favorite Dashboards and Reports Series
These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports! My Favorite Dashboards and Reports Auditing and Compliance Jim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource… Read more »
Related News
CU*BASE 19.01 Release Updates
As a reminder, the 19.01 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on January 20. We will be posting any/all issues related to the 19.01 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending out… Read more »
December CU*BASE Monthly Monitor Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2018 edition of the CU*BASE Monthly Monitor Recap! December 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software… Read more »
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q418 Call Report any time after January 1st, but be sure… Read more »
CU*BASE 18.12 Release Updates
As a reminder, the 18.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 9. For a refresher on the details of this release, please refer the announcement posted earlier this week. We will be posting any/all issues related to the 18.12 Release of CU*BASE on the… Read more »
Reminder: December Year-End Deadlines
December Deadlines Don’t forget to complete your December year-end tasks! Review the Year-End Processing Guide For Online Credit Unions For Self-Processing Credit Unions Don’t forget – credit unions offering 1042-S tax forms for their members must complete additional tasks before December 31. Review the Producing 1042-S Tax Forms guide for more information.
November CU*BASE Monthly Monitor Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2018 edition of the CU*BASE Monthly Monitor Recap! November 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software… Read more »
It’s Almost Time for the November Tricks of the Trade Webinar!
The 75th edition of the Tricks of the Trade newsletter is here! Join Alycia Meyers in celebrating 7 years of the newsletter and 5 years of Tricks of the Trade webinar presentations! The November Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks…. Read more »
Join Us for the 75th Issue of Tricks of the Trade!
The 75th edition of the Tricks of the Trade newsletter is here! Join Alycia Meyers in celebrating 7 years of the newsletter and 5 years of Tricks of the Trade webinar presentations! Scheduled for Tuesday, November 27 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an… Read more »
CU*BASE 18.11 Release Updates
As a reminder, the 18.11 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend. Remember, to use this release, you must first have completed the IBM iAccess and LegaSuite upgrades. As noted in the 18.11 Release Summary, while the new data transfer tool is a great upgrade, the existing… Read more »
October CU*BASE Monthly Monitor Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2018 edition of the CU*BASE Monthly Monitor Recap! October 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »