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THEEducation Report May 2011 |
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May is . . . According to Wikipedia, May is a month of spring in the Northern Hemisphere and a month of Autumn in the Southern Hemisphere. Have you seen the forecast for May in the Northern Hemisphere? Point taken! The weather forecast has no impact on the education we provide all year to all clients, both newly converted to CU*BASE and those seasoned clients who have been around for a long time. Like the freshness of spring, this month Education Services has planned unique learning opportunities in a variety of venues. We hope you find just the topics you need to enhance your knowledge of the industry and our software. Choose your classes, then remember to register at our registration site. http://cuanswers.com/education
Education Express Education Express for May, our complimentary, informative spotlight for this month will cover the new FinCEN 314(a) file download. Invest just 20 to 30 minutes to learn about this new service. Education Express is presented by Joe Spenski, from our Audit Link Team. |
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McQueen's Economic Outlook
Charley McQueen, CEO of McQueen Financial Advisors shares his insight during this interactive discussion on ALM as it relates to the economy, interest rates and a unique perspective on the industry. How do current trends impact decisions credit union ALCO committees should make when restructuring the balance sheet? Join us for this Special Edition Web Conference.
Tuesday, May 3rd
2:00 - 3:30 pm
Web Conference
SE.17 McQueen's Economic Outlook |
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Regional Training Event - Ohio
Tuesday, May 24th 9:30 am - 3:00 pm
Wednesday, May 25th 9:00 am - 12:15 pm
Register by May 12th to attend this lively and informative session! Topics on the agenda are the NCUA 5300 Report/Product Configurations, ALM, Risk Concentration Management, and the many flavors of Compliance. Bring your notebook to Western Credit Union in Columbus Ohio. Register here.
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Web Conferences
Normal Web Conference Fees Apply
Lender*VP Focus
Tuesday, May 3 3:00 - 4:30 pm
Wednesday, May 4 3:00 - 4:00 pm
Thursday, May 5 3:00 - 4:00 pm
Tuesday, May 17 10:00 - 10:30 Presented by Xtend
Effectively reach your members using electronic communication!
Thursday, May 26 2:00 - 2:30 pm Just In Time Learning
Thursday, May 26 3:00 - 4:00 pm CU*BASE Workstations
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Classroom Sessions
Wednesday, May 25 two identical Instructor Lead sessions
SE.51 Quarterly Collections Roundtable
9:30 am - 12:00 pm
1:30 pm - 4:00 pm
Sign up for the class that works best for you. |
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Here's Help!
This month, we are sending a reminder about the booklets found on our CU*Answers website at http://cuanswers.com/client_reference.php. This link will take you directly to the page where you will find lists of booklets and links to other forms of documentation to optimize your use of our software.
Recommendations from the Writing Team
Adjusting for 90 Day Delinquency
ATM Surcharge Rebates
Bump Certificates
Principal Distributions
Get to the Answer - Open/Closed Dashboard (Brochure)
Running a FinCEN 314(a) Scan Against Your CU*BASE Database
PDF Exports
E-Alerts many updates
Remember there are constant updates to documentation of existing systems and to new functionality cooking in the Kitchen. |
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Education Express
Thursday, May 26
2:00 pm - 2:30 pm ET
Fee Waived
FinCEN 314(a) Download
Attend with your
co-workers and discover how it works and what this does to make your job easier.
Register to attend here! |
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Get your own copy of this newsletter!
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Class Notes
Register for all classes at our registration site. http://cuanswers.com/education
Times for all classes are in Eastern Daylight Time EDT.
Normal web conference fees apply unless otherwise noted.
Please pass this newsletters on to others. If you received this newsletter from someone else, you can subscribe here to get your own copy next month. |
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