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
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Monday, March 4 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
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 Lauren Kincaid, SettleMINT EFT Account Executive, for a special Learning Café session! Lauren will detail the many tasks that the SettleMINT EFT team assists credit unions with on a day-to-day basis. Additionally, Lauren will place a spotlight on each member of the SettleMINT EFT team, exploring their roles and how they support the needs… 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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Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? We strongly recommend that you review the PDF for Performing Due Diligence on Your Images and make sure that your credit union is minimizing its risks. Click the button below to view the PDF! Learn More
