Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Thursday, September 12 11:00 AM – 11:30 AM ET This Month’s Focus AuditLink’s Abnormal Activity Service Join Marvin Johnson, Assistant Manager of AuditLink, as he discusses AuditLink’s new Abnormal Activity Service.  During this session, Marvin will discuss topics including: An overview of the services AuditLink offers What AuditLink is looking for with this service and… Read more »

Wednesday, August 28 11:00 AM – 11:30 AM ET This Month’s Focus Online Banking Apps & Requests from within CU*BASE Join Kristian Daniel as he explains how to work with online banking apps and requests from within CU*BASE.  During this session, Kristian will discuss topics including: Working Online Banking Apps/Requests via CU*BASE Tool #13 Working… Read more »

Tuesday, May 28 10:30 – 11:00 AM ET This Month’s Focus Frost VisualGAP and CUNA Protection Advisor Integration Join Charlie Dean of Lender*VP as he explains how you can take advantage of a new offering which allows you to link directly to your vendor site from CU*BASE to quote coverage options.  Using unique Miscellaneous Coverage… Read more »

Monday, April 22 3:30 PM – 4:00 PM ET This Month’s Focus CU*Answers Mobile App Options Join Kristian Daniel, Account Executive with the Internet  Retailer Support Center, as he discusses new features available within the CU*Answers Mobile App.  Topics that will be discussed include: RDC, MACO, and Manage Cards available from within the mobile app… Read more »

Thursday, March 14 2:00 PM – 2:30 PM ET This Month’s Focus Virtual Closing Rooms Join John Beauchamp, VP of Imaging Solutions, as he discusses how Virtual Closing Rooms can help you up your Internet Retailer game.  Learn how your staff can easily and securely send loan and membership documents to members via their smart… Read more »

Wednesday, February 6 11:00 AM – 11:30 AM ET This Month’s Focus Fannie Mae 3.2 Upload Process Join Charlie Dean of the Lender*VP Team as he discusses the Fannie Mae 3.2 Upload Process.  Topics will include: Creating the delivery channel Uploading the application data Working on the loan in CU*BASE Don’t miss this FREE webinar!… Read more »

Monday, January 28 2:00 PM – 2:30 PM ET This Month’s Focus Planning Your Staff’s Training Join Laura Welch-Vilker and Lani Lowing of the Client Services and Education Team as they discuss FREE training resources available to your credit union staff.  Topics will include: The 2019 Education Catalog Where to find your annual BSA requirement… Read more »

Tuesday, November 13 4:00 PM – 4:30 PM ET This Month’s Focus New Employee Security Enhancements to the CU*BASE Employee Security Tools Join the Client Services and Education Team as they discuss new employee security enhancements to CU*BASE employee security tools, including the following: Temporarily Lock (Suspend) Employee IDs Archive and Reusing Employee IDs Copy/Merge… Read more »

Wednesday, October 17 3:30 PM – 4:00 PM ET This Month’s Focus TR Journal Entry Tool Join Cindy Stevens and Emily Dao of the Client Services and Education Team as they introduce the TR Journal Entry Tool.  With a plethora of system generated journal entries occurring daily, it can be a struggle to research certain… Read more »