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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, May 12 3:00 PM – 3:30 PM ET This Month’s Focus CTR Processing Overview CU*BASE offers several tools that can help your credit union complete Currency Transaction Report (CTR) forms per regulatory requirements.  If you wish, you can even choose to prompt tellers to complete these forms as soon as they post an eligible… Read more »

Apr 27, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, April 6 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Customer Master Database Informaion Being “in the know” is crucial in today’s business world – how your business partners contact you or your organization at any given time might be paramount to your success.  When decisions must be made, can the proper… Read more »

Mar 23, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Jan 21, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Dec 21, 2020

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