Monday, June 7 3:00 PM – 3:30 PM ET This Month’s Focus Post-Release Validation Overview How can you be sure of what a new CU*BASE release means for your credit union? The goal of Post Release Validation (PRV) is to research software enhancements that may have a financial impact on a credit union’s income statement. … Read more »
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 »
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 »
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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the Collections Roundtable on February 16. Use the link below to register! Tuesday, March 9 2:00 PM – 3:00 PM ET Join the Webinar
Wednesday, March 3 3:00 PM – 3:30 PM ET This Month’s Focus Teller Balancing Best Practices Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Beginning of Day/End of Day Drawer Balancing for tellers. This session will include a look at common sources of teller offages, as well as how… Read more »
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 first session of the 2021 Collections Roundtable Series – for whichever session you’d like, or both! Please note: the Collections Roundtable for this quarter will… Read more »
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 »
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 »
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 »
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
Attendees will be in person this year at the 2021 CU*Answers Leadership Conference, June 15-17. Check back for post-event details including presentations, announcements, and more! Check it out!
Visit the Internet Retailer Support Center online store to find out where you can shop, see what other credit unions are doing, customize your options, load your cart, and even pay instantly via a credit card! Take a look!
