Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly.  Missing the deadline of the 10th may cause your statement mailing to be delayed.  This may also result in a late fine from… Read more »

Aug 24, 2021

Join Earnings Edge to Learn All About Participation Lending Software!

Join Earnings Edge to Learn All About Participation Lending Software!

Join the Earnings Edge team for the first event in a new quarterly series of webinars that will focus on the CU*BASE Participation Lending software! Learn about the various configurations available, explore the many benefits of using the Participation Lending software, and how Earnings Edge can assist your credit union in utilizing this system. September… Read more »

Aug 20, 2021

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the third session of the 2021 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Aug 5, 2021

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

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the second session of the 2021 Collections Roundtable Series – for whichever session you’d like, or both! Wednesday, June 9 Morning Session: 9:30 AM – 12:00… Read more »

May 19, 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