Rescheduled: Pull Up a Seat for a Learning Café Session

Rescheduled: Pull Up a Seat for a Learning Café Session

Originally scheduled for Monday, January 11, this Learning Café session has been rescheduled for Friday, January 22. Do you want to update your own mobile app content, including advertisements, button links, branch information and much more?  Using CU Info and Mobile Manager is easy!  Updates are immediate and your members will enjoy up to date… Read more »

Jan 13, 2021

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join us for a review of Year-End best practices!  Monica Boguszewski, Account Executive with the Client Services and Education Team, will discuss the following items: Tool #916: Update Tax Form Handling Instructions Verifying shares & certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts Payable vendors (1099 Misc. reporting) Thursday, October 22 4:00… Read more »

Sep 29, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

The CU*BASE Dormancy Monitoring system is designed to help you minimize the number of dormant accounts your credit union has by detecting inactive memberships and bringing them to your attention each day.  During this Learning Café session, Monica Boguszewski, Account Executive with the Client Services and Education team will discuss fees, waivers, and configurations in… Read more »

Sep 1, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Encourage your management team to join CU*Answers Client Services and Education for a FREE Learning Café!  This month, we will cover a Miscellaneous Configuration Review in CU*BASE.  This session is intended to dust off some CU*BASE tools that are not as frequently reviewed, such as: Tool #233: Configure Credit Union FROM Address Tool #517: Member/Employee… Read more »

May 11, 2020