Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »
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 first session of the 2022 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, February 9 2:00 PM – 2:30 PM ET This Month’s Focus CU*Publisher Self-Service Options Join Kristian Daniel, VP of Mobile Technologies Group Sales & Service to learn more about how you can access Mobile Manager and CU Info to make your own credit union mobile app updates. During this session, you will learn all… Read more »