Wednesday, March 3 3:00 PM – 3:30 PM ET This Month’s Focus Teller Balancing Best Practices Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Beginning of Day/End of Day Drawer Balancing for tellers.  This session will include a look at common sources of teller offages, as well as how… Read more »

Wednesday, February 3 3:00 PM – 3:30 PM ET This Month’s Focus Review of Tool #2: Work/View Loan Application Status The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.  All incoming applications, regardless of their source, are marked with the date… Read more »

Monday, January 4 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders for January Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Run Tax Information Reports Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »

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 »

Wednesday, November 11 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders Join Stephanie Raven, Client Services Team Lead, for a for a review of November Year-End tasks.  Topics discussed will include: Verifying State ID # in Chart of Accounts for reporting on 1099 Making a decision on whether or not you wish… Read more »

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 »

Monday, August 17 10:00 AM – 10:30 AM ET This Month’s Focus It’s My Biz 247 – Business  Online Banking Overview Join us for a review of the configuration, setup and use of It’s My Biz 247 business online banking.  We will also discuss the security tool known as PIB MLO (multi-user logon), which can… Read more »

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 »

Tuesday, June 9 2:30 PM – 3:00 PM ET This Month’s Focus See/Jump Features in It’s Me 247 Online Banking Join the Client Services and Education team for a FREE refresher of the See/Jump features in It’s Me 247 Online Banking!  We will provide an overview of these features by sharing and highlighting CU*BASE reference… Read more »

Thursday, May 21 2:30 PM – 3:00 PM ET This Month’s Focus Review of It’s Me 247 Online Banking Join us for a FREE refresher of It’s Me 247 Online Banking during this month’s Education Express!  We’ll show you how to access our demonstration accounts and view all that you can offer to your members. … Read more »