Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Thursday, February 23 2:00 PM – 2:30 PM ET This Month’s Focus The ‘Conversations On’ Series CU*Answers’ new Conversations On series takes focus groups to a whole new level by dialing into specific topics, including credit union core disciplines, tools for members and employees, and current hot topics that people are buzzing about.  The goal… Read more »

Friday, January 27 2:30 PM – 3:00 PM ET This Month’s Focus Education Opportunities The mission of the Client Services and Education Team is to give assistance and training to our clients and staff in order to be successful.  Our major area of focus is providing day-to-day support and development of our staff and clients… Read more »

Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »

Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »

Wednesday, August 31 11:00 AM – 11:30 AM ET This Month’s Focus Xpress Teller Best Practices Introducing a new, separate teller processing platform to CU*BASE!  Xpress Teller was designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind.  We are excited about the… Read more »

Monday, July 18 2:00 PM – 2:30 PM ET This Month’s Focus Present Data Warehousing and AI*Engaged A direct line from core processing to the data warehouse. A data storage unit with no additional hardware or software to buy. A native and wholly familiar toolset. A playground for decision making, based on data sets made… Read more »

Friday, June 24 3:30 PM – 4:00 PM ET This Month’s Focus Educational Resources Join our Client Services and Education team for a quick refresher of educational resources we have available for our clients. The mission of the Client Services and Education team is to give the assistance and training our clients and staff need… Read more »

Tuesday, May 10 4:00 PM – 4:30 PM ET This Month’s Focus OnDemand ACH Posting Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH… Read more »

Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021.  During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »