Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, July 25th 2:30 PM – 3:00 PM ET This Month’s Focus PASS User Roles for Paymentus Bill Pay/P2P Clients Join Linda Stearns, Cards and Payments Account Executive, for an upcoming Education Express session. Linda will lead a discussion on PASS user roles for Paymentus Bill Pay/P2P clients, and will cover the following topics: Options… Read more »

Jul 9, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Friday, June 21st 3:30 PM – 4:00 PM ET This Month’s Focus AIRES Files The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data, helping to streamline examination processes. Join Cindy Stevens, Account Executive with the Client Services and Education team, for this month’s Education Express session! Cindy… Read more »

Jun 20, 2024

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! 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 2024 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Apr 25, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution.  AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »

Apr 1, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April.  Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up

Mar 8, 2024

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! 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 2024 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Feb 7, 2024

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