“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 12, 2018 3:30-4:00 PM ET
September Top Picks – Asterisk Intelligence Materials
November 14, 2018 3:30-4:00 PM ET
November Top Picks -18.10 Release Documentation
Emails with links for these webinars are sent a week before and the day of the webinar.

Previous Editions

Updated
November 5, 2018

Video of the Week: Subscribing to eNotices and eAlerts in It’s Me 247 Online Banking

Video of the Week: Subscribing to eNotices and eAlerts in It’s Me 247 Online Banking

Need a quick way to show members how to subscribe to eNotices and eAlerts in It’s Me 247 Online Banking?  Refer them to this video, which has been viewed 349 times!  Find out why this video is so popular among members and check it out today! Play Video (NOTE: As always, before posting a video for… Read more »

Feb 11, 2019

January CU*BASE Monthly Monitor Recap

January 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 January 2019 edition of the CU*BASE Monthly Monitor Recap! January 2019 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 »

Feb 5, 2019

December CU*BASE Monthly Monitor Recap

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 »

Jan 7, 2019

Reminder: December Year-End Deadlines

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.

Dec 5, 2018