Conversations on Accounting/Back Office

Conversations on Accounting/Back Office

Takes over where our CFO Roundtable and Accounting Top Priorities Focus Group left off. We’ll have conversations on tools for accountants, discussions on the latest regulations, best practices, and both the challenges and triumphs of accounting teams across our network.

Meeting Schedule

  • Monday February 26, 2024 – 3:30-5PM ET
  • Tuesday May 21, 2024 – 3:30-5PM ET
  • Tuesday August 20, 2024 – 3:30-5PM ET
  • Tuesday November 12, 2024 – 3:30-5PM ET

If you are interested in being added to any of the invitations you can email Keegan Daniel (kdaniel@cuanswers.com) or can join our mailing list to be notified of upcoming meetings, happenings, etc. If you have already registered for the mailing list, you will automatically be added to all future invites, so it isn’t necessary to request to be added to the mailing list more than once.

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Updated
January 30, 2024

Learn All About Participation Lending in CU*BASE!

Learn All About Participation Lending in CU*BASE!

Check out a video recording from the Earnings Edge team as they discuss CU*BASE Loan Participation!  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. View the Video If you’re interested in getting started with… Read more »

Jun 13, 2022

Tips from Earnings Edge: Performing Transaction Reversals

Tips from Earnings Edge: Performing Transaction Reversals

Do you have questions about performing a reversal on a transaction in CU*BASE?  Below are several resources that can help you navigate the ins and outs of transaction reversals! The booklet linked below covers step-by-step directions for reversing payments on savings, loan and mortgage accounts. Read the Booklet In a recording of our recent Learning… Read more »

May 12, 2022

The People Behind the Brands – Meet Earnings Edge

The People Behind the Brands – Meet Earnings Edge

Earnings Edge works with credit unions on the back-office side, helping to create efficiencies and earn greater income for these financial institutions. Today we’re placing the spotlight on Charlie Rogers, Special Projects Coordinator with Earnings Edge.  Charlie has 30 years of experience in the credit union industry and can help accounting departments and CFOs with… Read more »

Apr 13, 2022

Improve Your Bottom Line and Your Member Relations by Partnering with Earnings Edge

Improve Your Bottom Line and Your Member Relations by Partnering with Earnings Edge

Earnings Edge works with you to discover ways to streamline your operations.  We help to ensure that your member relationships are crafted in a way that benefits you and that your investments in CU*BASE have a positive impact on your bottom line.  Fostering a relationship with Earnings Edge can prove greatly beneficial to credit union… Read more »

Apr 13, 2022

Video Now Available: Managing Courtesy Pay, Overdraft and NSF Programs Within CU*BASE

Video Now Available: Managing Courtesy Pay, Overdraft and NSF Programs Within CU*BASE

You may have seen recent headlines on national banks announcing complete overhauls to their NSF/ANR Fee programs.  If you’ve been wondering what the future of these fees will be from a credit union perspective, we invite you to check out a recording of our recent webinar. A panel of hosts including Keegan Daniel (VP of… Read more »

Apr 8, 2022