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 »
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 August 25th. Use the link below to register! Thursday, September 8 4:00 PM – 5:00 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 third 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, 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 »
Check out a video recording from the Earnings Edge team as they discuss CU*BASE Loan Participation! Learn about the various configurations available, explore the many benefits of using the Participation Lending software, and how Earnings Edge can assist your credit union in utilizing this system. View the Video If you’re interested in getting started with… 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 June 8th. Use the link below to register! Wednesday, June 22 3:00 PM – 4:00 PM ET Join the Webinar
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 »
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 second 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 »
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 »
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
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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Take a look back at some important topics from the first half of December 2024! View Topics
