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THEEducation Report July 2011 |
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July is . . . American flags, picnics, beach sand, and hopefully some well deserved vacation time. Even with the laid back days of summer, there is still time to grab a few hours of education. In fact, it might be considered prime time to take advantage of learning opportunities.
This edition of the Education Report lists the opportunities for July, but if you're proactively looking for classes coming up in the future, check out the Education Catalog. Choose 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 experts from the Lender*VP Collections Team. With the featured topic of Follow-ups in CU*BASE they will explain the principles behind Follow-ups, what they are, how to work them, and how to close them out. Register for the July Education Express Thursday, July 28th starting at 3:00 pm ET and learn the methods for setting Follow-ups at their most effective priority. |
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Web Conferences
Normal Web Conference Fees Apply
Thursday, July 7 3:00 - 4:00 pm
- 8.10 Preparing for Month-End & Statement Processing
Tuesday, July 12 1:00 - 2:30 pm
- 4.21 Report Builder 2: Building Custom Reports
Tuesday, July 12 3:00 - 4:00 pm
- 2.70 5300 Call Report: Using CU*BASE to Create the NCUA Report
Tuesday, July 19 12:30 - 1:30 pm
- 4.12 Your Toolbox: Improve Member Relationships using CU*BASE Cross Sales & Sales Trackers
Tuesday, July 19 2:00 - 3:00 pm
- 4.13 Build a Communications Network by Using Member Connect
Wednesday, July 20 3:00 - 5:00 pm
- 4.15 Member Service Trackers/Leads and Follow-ups
Thursday, July 21 3:30 - 5:00 pm
- 5.10 Lending From Request to Disbursement: Understanding the Application Process
Thursday, July 28 3:00 - 3:30 pm
- EX.2011 Education Express (fee waived)
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Classroom Sessions
Wednesday, July 20 9:00 am - 4:00 pm
SE.2 CEO School ... This Time Not Just For CEOs
Learn new techniques for solving business problems commonly experienced as a leader in your credit union. Discover tools in CU*BASE for creating reports, analyzing data, interpreting dashboards, promoting interactions with your members, and turning non-members into members. Your instructor for this event is Randy Karnes, CEO, CU*Answers. |
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Here's Help!
Show Me the Steps! Help [SMTS], you might remember has an inventory of 140-plus Step-by-Step Directions. That sounds like a lot until you consider that CU*BASE functionality is so broad there is potential for that number to top 3,000. Do we expect SMTS Topics to exceed 3,000? Probably not, but consider the value of this help system. Geared to the novice credit union employee, experienced workers also benefit from the elementary instructions that are simple to follow and comprehend.
Show Me the Steps! Help System exists only by collaborative effort. Launched with a mere 22 topics in mid-October, the number has grown incrementally, all due to contributions of internal teams. While we appreciate that aspect, we are eager to expand SMTS to include topics that our credit unions rate as important to new employees and to others who need to brush up on their CU*BASE Skills. Try it: Open Show Me the Steps Online Help
Q: What's missing?
A: Your contributions
Q: What can we do about that?
A: Host a contest! The credit union employee with the most approved submissions wins a $250 gift card. The credit union with the most submissions wins a lunchtime Pizza Party for employees.
Q: What is an approved submission?
A: Read all about it here, but for starters, the topic must be new, submitted after June 23, 2011, and has to be ready to post with complete step-by-step instructions of the process.
Q: How Do I Access Show Me the Steps?
A: Use Open Show Me the Steps Online Help at the top of the CU*BASE Reference Page. Or access this system via CU*BASE by clicking the  or from the Networks Links.
Q: How Can I Contribute?
A: 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:
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. |
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Education Express
Thursday, July 28
3:00 pm - 3:30 pm ET
Fee Waived
Follow-up Techniques
Creating Follow-ups
Finding Them
Clearing Them
When to use or when not
to use them!
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 newsletter 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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