Friday, October 25th 2:30 PM – 3:00 PM ET This Month’s Focus Getting Ready for Year-End It’s almost time to gear up for Year-End Verification! Do you know what needs to be done for your credit union? During this month’s Education Express session, we’ll talk about the steps that need to be completed before the year ends…. Read more »
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Thursday, September 19th 2:30 PM – 3:00 PM ET This Month’s Focus The People Behind the Brands Join Julie Gessner, VP of Inside Sales and Marketplace Development for an upcoming Education Express session. Julie will lead a discussion on the people behind the brands at CU*Answers. This webinar will provide a look into the various… Read more »
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Thursday, August 22nd 2:30 PM – 3:00 PM ET This Month’s Focus 1Click Offers Join Ashley Melder, VP of Professional Services with Lender*VP and Tom Heidenga, Lending Integrations Coordinator, for an upcoming Education Express session. Ashley and Tom will lead a discussion on 1Click Offers, detailing the different types of offers that are currently available…. Read more »
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Thursday, July 25th 2:30 PM – 3:00 PM ET This Month’s Focus PASS User Roles for Paymentus Bill Pay/P2P Clients Join Linda Stearns, Cards and Payments Account Executive, for an upcoming Education Express session. Linda will lead a discussion on PASS user roles for Paymentus Bill Pay/P2P clients, and will cover the following topics: Options… Read more »
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Friday, June 21st 3:30 PM – 4:00 PM ET This Month’s Focus AIRES Files The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data, helping to streamline examination processes. Join Cindy Stevens, Account Executive with the Client Services and Education team, for this month’s Education Express session! Cindy… Read more »
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Tuesday, May 21st 11:30 AM – 12:00 PM ET This Month’s Focus Your Credit Union Has Questions, Our Teams are Here to Help! At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to… Read more »
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Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution. AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »
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Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April. Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up
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Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner! During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, January 3rd 10:30 AM – 11:00 AM ET This Month’s Focus Review Year-End Tasks for January 2024 Year-end tasks for January are just around the corner! During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including: Review Beginning-of-Year/Tax File Verification Reports (page 44… Read more »
AFG integration
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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Conversations On…
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
In Case You Missed It…
Take a look back at some important topics from the first half of October 2024! View Topics
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.12 Dec. 8, 2024 (Sunday)
- Self Processing CUs
- 24.12