Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, May 10 4:00 PM – 4:30 PM ET This Month’s Focus OnDemand ACH Posting Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH… Read more »

May 2, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021.  During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »

Feb 23, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, January 4 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for January Join us for a review of year-end task reminders for the month of January.  During this session, we will discuss: Running Tax Information Reports. Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »

Dec 30, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, November 9 2:00 PM – 2:30 PM ET This Month’s Focus Skip-a-Pay Feature The Skip-a-Payment toolset automates most of the manual processing done by credit unions for member-elected skip-pay programs.  Many credit unions offer this type of program and the manual steps can be very time consuming. In a nutshell, the member-elected skip-pay program… Read more »

Nov 1, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 19 3:30 PM – 4:00 PM ET This Month’s Focus Online Banking “Jump” Controls Join the Client Services and Education team for a quick refresher of “Jump” features within Online Banking.  During this session, we will discuss the following: An overview of the “Jump” feature, sharing and highlighting CU*BASE Reference Material An explanation… Read more »

Oct 5, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly.  Missing the deadline of the 10th may cause your statement mailing to be delayed.  This may also result in a late fine from… Read more »

Aug 24, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, August 10 3:30 PM – 4:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer.  During this Education Express session, we will discuss: How to assign or remove a Security Officer How to locate and complete… Read more »

Jul 27, 2021

Join Us this Afternoon for a FREE Education Express Webinar!

Join Us this Afternoon for a FREE Education Express Webinar!

Tuesday, July 6 3:00 PM – 3:30 PM ET This Month’s Focus Key Performance Indicators Overview Have you wondered how you can transform ideas, data and questions into actionable insights? Join Business Intelligence Analyst Thomas Hull to learn more about how to incorporate data into your annual business plan.  Discover more about Key Performance Indicators… Read more »

Jul 6, 2021