Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »

Nov 25, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, September 15 2:00 PM – 2:30 PM ET This Month’s Focus eSign Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, have brought a new eSign experience for your members.  These modern updates present an eSign experience that is unlike anything else on the market – a clearer, cleaner and more polished… Read more »

Aug 26, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, July 28 3:00 PM – 3:30 PM ET This Month’s Focus Educational Resources Available to our Clients Join Ashley Fryling of the Client Services and Education team for a FREE refresher of educational resources we have available to our clients.  Ashley will discuss resources that are currently available, the benefits they present, and where… Read more »

Jun 24, 2020

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