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, 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on February 9th. Use the link below to register! Thursday, February 23 2:00 PM – 3:00 PM ET Join the Webinar Interested in joining… 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 »
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on November 22nd. Use the link below to register! Tuesday, December 6 5:00 PM – 6:00 PM ET Join the Webinar
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the fourth session of the 2022 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version… 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 »
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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
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
