“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

August 15, 2017 3:30 – 4:00 PM ET
August Top Picks – MOP (Online Membership App)
September 20, 2017 3:30 to 4:00 PM ET
September Top Picks – Topic TBD
October 25, 2017 3:30-4:00 PM ET
October Top Picks – CU*BASE 17.10 Release Doc
November 15, 2017 3:30-4:00 PM ET
November Top Picks – More 17.10 Release Doc
December 13, 2017 3:30-4:00 PM ET
December Top Picks – 17.12 and End of Year Doc

Emails with links for these webinars are sent a week before and the day of the webinar.

Previous Editions

Updated
July 7, 2017

June CU*BASE Monthly Monitor Recap

June 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 June 2017 edition of the CU*BASE Monthly Monitor Recap! June 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 accompanying… Read more »

Jul 5, 2017

Video of the Week: Accessing a Document in Your Virtual StrongBox

Video of the Week: Accessing a Document in Your Virtual StrongBox

Accessing a Document in Your Virtual StrongBox   Need a quick way to show members how to access receipts and other documents in their Virtual StrongBox? Refer them to this video, which has been viewed 121 times! Increase Virtual StrongBox usage and refer members to this video today! Play Video Want to customize this video… Read more »

Jul 3, 2017

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

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

The June 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 the 17.05 release enhancements to Automated Non-Returns, Miscellaneous Account Forms, and the new Reassigning Tracker Follow-ups feature. Don’t have time to attend?… Read more »

Jun 27, 2017

Join Us for the June Tricks of the Trade Webinar!

Join Us for the June Tricks of the Trade Webinar!

Scheduled for Tuesday, June 27 from 3:30-4:00 PM ET, the interactive and engaging June Tricks of the Trade webinar will give you an in-depth look at documentation related to 17.05 release enhancements to Automated Non-Returns, Miscellaneous Account forms and the new Reassigning Tracker Follow-ups feature. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Jun 20, 2017

May CU*BASE Monthly Monitor Recap

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

Jun 5, 2017