Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 12 2:30 PM – 3:00 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, we will discuss: How to assign or remove a Security Officer How to locate and complete a… Read more »

Feb 20, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, February 13 3:00 PM – 3:15 PM ET This Month’s Focus Membership Eligibility Verification for Membership Opening Process Join us to learn about MEV for MOP!  MEV (Membership Eligibility Verification) for MOP (Membership Opening Process) allows credit unions to capture information from the member that might not be part of the MOP process.  Credit… Read more »

Jan 31, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 19 3:00 PM – 3:30 PM ET This Month’s Focus Automated Tracker Purges Of all the data tables stored in your credit union’s FILExx library, the ones that use the most space are typically those that store Tracker conversations.  For most credit unions, Trackers represent 80% of all data stored about members, including… Read more »

Jan 22, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, January 23 3:30 PM – 4:00 PM ET This Month’s Focus eSign Virtual Closing Rooms Join John Beauchamp, VP of Professional Services with Imaging solutions, for an overview of eSign Virtual Closing Rooms.  With Virtual Closing Rooms, you can present members their documents quickly and securely, with a premier experience in the familiar environment… Read more »

Dec 20, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, November 25 11:00 AM – 11:30 AM ET This Month’s Focus Overview of Same-Day ACH Changes Within the last five years or so, the ACH landscape has kicked into high gear.  Surprised?  No worries, we’ll catch you up quickly.  Join Jeff Miller, Manager of OpsEngine Business Development for a discussion of the following items:… Read more »

Nov 14, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Sep 26, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Aug 30, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Jul 30, 2019