Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner!  During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »

Jan 31, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, January 3rd 10:30 AM – 11:00 AM ET This Month’s Focus Review Year-End Tasks for January 2024 Year-end tasks for January are just around the corner!  During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including: Review Beginning-of-Year/Tax File Verification Reports (page 44… Read more »

Dec 28, 2023