Friday, May 26 3:30 PM – 4:00 PM ET This Month’s Focus Statement Insert Reminders The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members. The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, February 23 2:00 PM – 2:30 PM ET This Month’s Focus The ‘Conversations On’ Series CU*Answers’ new Conversations On series takes focus groups to a whole new level by dialing into specific topics, including credit union core disciplines, tools for members and employees, and current hot topics that people are buzzing about. The goal… Read more »
Join Us for a FREE Education Express Webinar!
Friday, January 27 2:30 PM – 3:00 PM ET This Month’s Focus Education Opportunities The mission of the Client Services and Education Team is to give assistance and training to our clients and staff in order to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients… Read more »
Join Us for a FREE Education Express Webinar!
Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, August 31 11:00 AM – 11:30 AM ET This Month’s Focus Xpress Teller Best Practices Introducing a new, separate teller processing platform to CU*BASE! Xpress Teller was designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. We are excited about the… Read more »
Join Us for a FREE Education Express Webinar!
Monday, July 18 2:00 PM – 2:30 PM ET This Month’s Focus Present Data Warehousing and AI*Engaged A direct line from core processing to the data warehouse. A data storage unit with no additional hardware or software to buy. A native and wholly familiar toolset. A playground for decision making, based on data sets made… Read more »
Join Us for a FREE Education Express Webinar!
Friday, June 24 3:30 PM – 4:00 PM ET This Month’s Focus Educational Resources Join our Client Services and Education team for a quick refresher of educational resources we have available for our clients. The mission of the Client Services and Education team is to give the assistance and training our clients and staff need… Read more »