SE.2026.06 Conversations On...Deposit Operations and Member Services Presents Opening Membership Workflow

Special Events Training

Summary

Discuss configurations, helpful tips, and future enhancements of tool #1004 “Workflow Controls: Open Memberships”

Audience

Credit Union Management and Member Service Staff

Objectives

Discuss configurations, helpful tips, and future enhancements of tool #1004 “Workflow Controls: Open Memberships”

Topics

Discuss the current configurations, discuss helpful tips on what is currently being used and future enhancements of tool #1004 Workflow Controls: Open Memberships