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How did you do in this challenge? As the Credit Union leader, did you answer the questions yourself? Did you pass them on to your team? Let's start the tour and see if your answers match up to ours. |
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Which report will give you a list of members with available credit? |
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Here's Help:
CEO Reports - MNRPTD #7 - Contingent Liability Analysis |
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When you find your G/l accounts out of balance, which report is a good place to begin the reconciliation process? |
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Here's Help:
MNRPTC #9 - Member Account Adjustments produces detail or summary
for a time period you request. |
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Where in CU*BASE will you find teller activity tracking? |
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Here's Help:
MNHTLA then select the timeframe best suited for your purpose.
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Which report shows the transaction pattern you suspect is emerging from watching the daily Bank Secrecy Cash Report? |
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Here's Help:
MNRPTD #25 - Bank Secrecy Report and define record selection
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What is the ASAP of collaborative action? |
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Here's Help: ASAP - Ask See Act Profit - Member Connect Tools at work for you! |
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Keep Asking Questions! |
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Did you find all the answers? Did you discover some trends or learn some facts about your credit union through this exercise? Have you asked your team if they arrived at different answers from yours? Next edition we'll send new questions on a whole different topic. Look for the next periodic CEO Tickler.
Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/ |
