Special Events Training
Summary
Walking through the steps of creating a Call Report on CU*BASE. Including how to configure the Account codes, manually entering data, and creating/sending the file to the NCUA. We will also discuss some tips for those already using this tool.
Audience
CEOs, Management, Backoffice staff
Objectives
To get clients comfortable with the 5300 Call Report and using the CU*BASE toolkit.
Topics
5300 Call Report Toolkit
