“Tricks of the Trade” Newsletter Series

tricks-of-tradeAre you sharing the monthly “Tricks of the Trade” email with your staff?

CU*Answers provides a wealth of education and documentation tools. This quick read will keep you and your staff informed about some of the key resources available. This will help you to encourage a culture of continued learning at your credit union.

Upcoming Tricks of the Trade Webinars

September 20, 2017 3:30 to 4:00 PM ET
September Top Picks – Earnings Edge Doc
November 15, 2017 3:30-4:00 PM ET
November Top Picks – CU*BASE 17.10 Release Doc
Emails with links for these webinars are sent a week before and the day of the webinar.

Previous Editions

Updated
September 19, 2017

It’s Almost Time for the September Tricks of the Trade Webinar!

It’s Almost Time for the September Tricks of the Trade Webinar!

The September Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Don’t have time… Read more »

Sep 20, 2017

Join Us for the September Tricks of the Trade Webinar!

Join Us for the September Tricks of the Trade Webinar!

Scheduled for Wednesday, September 20 from 3:30-4:00 PM ET, the interactive and engaging September Tricks of the Trade webinar will give you an in-depth look at documentation related to transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Attending is easy! No registration is required for this drop-in webinar. Simply… Read more »

Sep 13, 2017

August CU*BASE Monthly Monitor Recap

August 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 August 2017 edition of the CU*BASE Monthly Monitor Recap! August 2017 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 »

Sep 5, 2017

It’s Almost Time for the August Tricks of the Trade Webinar!

It’s Almost Time for the August Tricks of the Trade Webinar!

The August Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation about the Membership Opening (MOP).  Learn detailed information about MOP including more about the pages specific to MOP (Experian Precise ID Verification page,… Read more »

Aug 15, 2017

Join Us for the August Tricks of the Trade Webinar!

Join Us for the August Tricks of the Trade Webinar!

Scheduled for Tuesday, August 15 from 3:30-4:00 PM ET, the interactive and engaging August Tricks of the Trade webinar will give you an in-depth look at documentation about the Membership Opening (MOP).  Learn detailed information about MOP (Experian Precise ID Verification page, Membership Complete page, Funding page, Online Banking Enrollment page, and Funding Options page). Attending… Read more »

Aug 8, 2017