Conversations on Accounting/Back Office

Conversations on Accounting/Back Office

Takes over where our CFO Roundtable and Accounting Top Priorities Focus Group left off. We’ll have conversations on tools for accountants, discussions on the latest regulations, best practices, and both the challenges and triumphs of accounting teams across our network.

Meeting Schedule

  • Monday February 26, 2024 – 3:30-5PM ET
  • Tuesday May 21, 2024 – 3:30-5PM ET
  • Tuesday August 20, 2024 – 3:30-5PM ET
  • Tuesday November 12, 2024 – 3:30-5PM ET

If you are interested in being added to any of the invitations you can email Keegan Daniel (kdaniel@cuanswers.com) or can join our mailing list to be notified of upcoming meetings, happenings, etc. If you have already registered for the mailing list, you will automatically be added to all future invites, so it isn’t necessary to request to be added to the mailing list more than once.

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Updated
January 30, 2024

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Jul 2, 2024

New Configuration Now Available – Waiving NSF/ANR Fees for ACH ‘Retry’ Items

New Configuration Now Available – Waiving NSF/ANR Fees for ACH ‘Retry’ Items

As of Monday, June 10th, we have deployed a new configuration which allows your credit union to waive NSF/ANR Fees for ACH ‘retry’ items. This includes a configuration flag that your credit union can set, should your credit union wish to waive these fees. For more information on this configuration, click here to view our… Read more »

Jul 3, 2024

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Jun 3, 2024

Join Earnings Edge for a Conversation on Xpress Teller!

Join Earnings Edge for a Conversation on Xpress Teller!

Earnings Edge invites you to join us for a Conversation on Xpress Teller!  Our upcoming session will focus on demystifying the Xpress Teller platform and where we can take it next.  Do you have ideas for enhancements that you would like to see implemented for Xpress Teller in the future?  Share your thoughts in this… Read more »

Feb 14, 2024

Join Earnings Edge for a Conversation on Accounting/Back Office!

Join Earnings Edge for a Conversation on Accounting/Back Office!

Earnings Edge invites you to join us for a Conversation on Accounting/Back Office!  This webinar series takes over where our CFO Roundtable and Accounting Top Priorities Focus Group left off.  We’ll have conversations on tools for accountants, discussions on the latest regulations, best practices, as well as the challenges and triumphs of accounting teams across… Read more »

Feb 12, 2024

Leadership 2023 Recap: SavvyMoney Tier II Integration

Leadership 2023 Recap: SavvyMoney Tier II Integration

If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered!  Today’s hot topic comes from Lender*VP! Our robust integration with SavvyMoney brings the financial tools and the VantageScores they utilize into It’s Me 247 desktop and mobile web banking.  Tier… Read more »

Aug 1, 2023

Leadership 2023 Recap: CU*BASE/Ascensus Integration

Leadership 2023 Recap: CU*BASE/Ascensus Integration

If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered!  Today’s hot topic comes from Earnings Edge! Earning Edge is debuting a new API integration between CU*BASE teller tools to the Ascensus IRAdirect express™ web-based solution for credit unions who… Read more »

Jul 28, 2023

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for a Conversation on 1Click Loans!

Lender*VP is excited to announce our first Conversations On Lending event!  Join us for a deep dive into 1Click Loans!  See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline.  You’ll even have opportunities to ask questions of other credit unions who… Read more »

Feb 15, 2023

Join Earnings Edge for a Conversation on Xpress Teller – Featuring Special Guests from Frankenmuth Credit Union!

Join Earnings Edge for a Conversation on Xpress Teller – Featuring Special Guests from Frankenmuth Credit Union!

Earnings Edge invites you to join us for a Conversation on Xpress Teller!  We have invited Frankenmuth Credit Union as a special guest presenter for our upcoming session on February 15th.  During this event, Frankenmuth CU will share their experiences using Xpress Teller and will then open the floor to questions and comments relating to… Read more »

Jan 19, 2023