Wednesday, December 20
3:00 PM – 3:30 PM ET
This Month’s Focus
Review Year-End Tasks for December 2023
Year-end tasks for December are just around the corner! During our upcoming Education Express session, Monica Boguszewski will detail the tasks that your credit union will need to complete, including:
- Reviewing Beginning-of-Year/Tax File Verification Reports (pages 44-45 in the Year-End Guide for Online Credit Unions, pages 48-49 in the Year-End Guide for Self-Processing Credit Unions)
- Verification of the IRA/HSA Balance File (pages 54-58 in the Year-End Guide for Online Credit Unions, pages 59-63 in the Year-End Guide for Self-Processing Credit Unions)
Click the button below to register today!
Don’t miss this FREE webinar!
