Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »
Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »
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 »
Take a look back at some important topics from the first half of December 2024! View Topics
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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