Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Two for Tuesday with CEO Geoff Johnson – 3/7/2023
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Video of the Week: Configuring Delinquency Notice Parameters
Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t Forget to Review Xtend’s 2023 Call to Nominations Materials
One of the greatest assets Xtend has to offer is that the people who lead our CUSO are the same people who own it and participate in it as partners. Our Board of Directors consists of a diverse group of dedicated credit union CEOs that provide focused leadership, as each member has a vested interest… Read more »
Register for Part 4 of Our Webinar Series on BSA Exams Made Easy!
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam/Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease your… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Join AuditLink on March 14th to Learn About our Cooperative Approach to Vendor Management
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, March… Read more »
Do You Have a New Member Service Representative?
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 »
Announcing Beta Test Sites for the 23.05 Release!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 23.05 coming in May, the following credit unions were selected: Kellogg Community Credit Union Parkside Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from you for the next beta test!
Join Us for a FREE Education Express Webinar!
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 »
10th Annual Conversations on Compliance Event
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
Are You Doing Your Imaging Due Diligence?
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
In Case You Missed It…
Take a look back at some important topics from the first half of April 2025! View Topics
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