Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll discuss the latest updates to the call report and will explore education opportunities relating to the toolkit. This event will be hosted by Keegan Daniel, VP of Professional Services and Amber Jecks, Accounting Services Consultant. Click the button below… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q124 Call Report any time after April 1, but be… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q423 Call Report any time after January 1, but be sure… Read more »
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q123 Call Report any time after April 1, but be… Read more »
To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
An important note for your credit union: several ratios on Tool #1021: 5300 Call Report Ratios have been updated, based on changes which were made by the NCUA in March of 2022. The ratios listed below have been updated with the correct calculations: Net Worth/Total Assets Delinquent Loans/Net Worth SIRRT (Supervisory Interest Rate Risk Threshold)… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q422 Call Report any time after January 1, but be sure… Read more »
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Take a look back at some important topics from the last half of October 2024! View Topics
