education

THEEducation Report                         June 2011

June is . . . well - it's here even though the springlike weather seems to be barricaded against warmer, sunnier days we've wished for.  Rain, rain, go away.  Right?  Good news! There is no barricade to education and opportunity here at CU*Answers.  Our roster of events is unaffected by the seasons.  Join us for classes, rain or shine. 

This edition of the Education Report lists the opportunities for June, but if you're proactively looking for classes coming up in the future, check out the Education CatalogChoose your classes, then remember to register at our registration site.   http://cuanswers.com/education 

 

Education Express our complimentary, informative spotlight for this month will be hosted by our Lender*VP Team covering credit reports and their impact on your lending factory.  Pulling a credit report has an initial purpose.  But what happens to it after that?  Whether used to determine credit worthiness or to use as leverage for cross sales, the credit report has significance.  Education Express for June brings the story behind the credit report to light.
Wednesday, June 29th starting at 3:00 pm ET

Annual Leadership Conference

 

Attention Credit Union CEO/Managers:  Have you registered for Stockholders' Meetings (Xtend and/or CU*Answers), annual CU*BASE Leadership Conference, and the 20th Annual CU*Answers Golf Outing?  If not, now is the time before all the good seats are taken.  Where should you be and when should you be there?  All  that information is in the invitation.  Click the link below to open it.  

 

Tuesday, June 21st - Xtend Stockholders' Meeting
                         Cocktail Reception 5:00 pm at CU*Answers 

 

Wednesday, June 22nd - Leadership Conference at 
                                                   Meijer Garden

                   CU*Answers Stockholders' Meeting (evening)
                                          

Thursday, June 23rd - Golf Outing  all day  

 

Register before June 10th.

 

Here's the invitation: 

http://cuanswers.com/pdf/lc2011/11LeadConfInvite.pdf

 

Register online:

 http://www.cuanswers.com/education/special_events 

 

Read all about it here:  http://cuanswers.com/lc2011

 

Meijer Garden is a beautiful place to spend a productive day! Register here

Web Conferences 

Normal Web Conference Fees Apply

  

Wednesday, June 8     9:00 - 10:00 am     

  • SE.51.A Quarterly Collections Round Table

Thursday, June 16     1:00 - 2:30 pm     

  • 5.84 Dividend Processing & Member Deposits

Thursday, June 16     4:00 - 5:00 pm     

  • 2.00 CU*BASE Employee Security

Wednesday, June 29     3:00 - 3:30 pm

Classroom Sessions 

 

 Thursday, June 9      9:30 am - 12:00 pm  

  • XT.10  Xtend Marketing/Branding Round Table

 A full agenda is planned including topics ranging from the concepts of branding, adopting best practices, sharing new ideas and discussing items you can act on to move your credit union forward with CU*BASE Branding. This is shaping up to be an exciting event and we hope to see you there!

Here's Help!

 

Show Me the Steps! Help Now Includes Over 100 Step-by-Step Directions.  The Show Me the Steps help system is a relatively new way to learn how to use CU*BASE, and we keep adding to it.  Check out its over 100 step-by-step directions for commonly performed tasks in CU*BASE.  Topics currently include Teller, Member Service, Accounting, Lending ...and the newly added Collections, including how to handle a bankrupt member.

 

Open Show Me the Steps Online Help 

 

Bankruptcy

·         Freeze All Sub Accounts of Bankrupt Member

·         Create Collections Tracker for Member Not Delinquent

·         Remove Bankrupt Member From Tiered Services

·         Block Sending of Statements to Bankrupt Member

·         Stop Notices from Being Printed to Bankrupt Member

·         Update Credit Bureau for Bankrupt Member

·         Unenroll Bankrupt Member from Online Services

·         Hot Card All ATM Debit Cards of Bankrupt Member

·         Remove Co-Signer from Receiving Notices

·         Verify Bankrupt Member Not Receive ANR Notices

 

Collections Basics

·         Sort Accounts Work Collections Screen

·         Work Delinquent Account

·         Create Collections XX Tracker for Member

·         Consolidate Trackers

·         Remove Negative Balance Limit

 

How Do I Access Show Me the Steps?   

Use Open Show Me the Steps Online Help at the top of the CU*BASE Reference PageOr access this system via CU*BASE by clicking the blueQuestionMark icon or from the Network Links.

 

How Can I Contribute? 

Interested in having some frequently-asked steps posted?  You can contribute directions to the Show Me the Steps! Help System from the Network Links page.  Find and click on  

SMTS link

 

Remember documentation of existing systems and new functionality cooking in the Kitchen is a continual process.  Visit often!   cuanswers.com > I am a Client > Docs & information is a good starting point for knowledge and expertise.   

Education Services
In This Issue
Web Conferences
Classroom Sessions
Here's Help
Education Express
Class Notes

Education Express


Wednesday, June 29

3:00 pm - 3:30 pm ET

Fee Waived

 

Credit Reports Unleashed

Pulling

Interpreting

Evaluating

Viewing

Storing 

 

Register  to attend here!

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Join Our Mailing List

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.

 

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CU*Answers Education Services

education@cuanswers.com

800-327-3478