education

THEEducation Report                     September 2011

September . . . Pencils, notebooks, backpacks, stacks of books, alarm clocks (ignored), sprinting to the bus, let the screen door  slam, we have arrived at autumn.  School is back in session and CU*Answers is ready with a full calendar of education for you.  University Week takes center stage in the middle of the month encompassed by classes packed with valuable training for your teams.  
  
This edition of the Education Report lists the opportunities for September, 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 Annika Dieringer, Marketing Specialist with Xtend.  Come and learn how your credit union can use CU*BASE Member Connect tools to reach out to your members through electronic communications.  Register for the Education Express   Tuesday, September 27th,  starting at 3:00 pm ET and discover Member Connect!  What is Member Connect? Attend this half-hour segment and learn how to create effective messages and mailing labels, use selective statement files, discuss delivery options, and create trackers for follow-up - all within CU*BASE!  

Web Conferences 

Normal Web Conference Fees Apply

  

Wednesday, September 7

3:00 - 5:00 pm

4.10 CU*BASE Marketing and Sales Tools

 

Thursday, September 8

 2:00 - 3:30 pm

RE.1 - 11.3 CU*BASE Release Training

 

4:00 - 5:00 pm

SE.51.A Collections Round Table Overview

 

Monday, September 12

10:15 - 11:15 am

5.11 CU*BASE Mortgage Processing

 

11:45 - 12:45 pm

5.12 CU*BASE Escrow Processing

 

1:45 - 2:45 pm

5.40 Managing Bankruptcy

 

3:30 - 4:30 pm

5.81 Prime Alliance: Introduction to the Web Based
Mortgage lending Platform

 

Wednesday, September 14

2:00 - 3:30 pm

RE.1 - 11.3 CU*BASE Release Training 

 

Thursday, September 15

11:00 - 12:00 pm 

AL.11.CF Compliance Focus 

 

Tuesday, September 27

3:00 - 3:30 pm

EX.2011 Education Express (fee waived) 

 

Wednesday, September 28

11:00 - 12:00 pm

7.20 CU*BASE GOLD Updates and Support

 

1:30 - 2:30 pm

7.25 Configuring CU*BASE Software

 

3:00 - 4:00 pm

7.30 Teller Cash Dispensers, Recyclers
and CU*BASE

Classroom Sessions: University Week

 

Tuesday, September 13

 

9:00 - 10:00 am

2.61 CU*BASE and Key Regulations
Reg D, Dormancy , and Reg E

 

10:15 - 11:15 am

2.62 Managing Compliance: Preparing for
Audits and Examinations

 

11:30 - 12:30 pm

2.63 Achieving Compliance Standards
Through Best Practices

 

2:00 - 3:00 pm 

2.64 Red Flags:  CU*BASE Tools and
Other Considerations

 

3:15 - 4:15 pm

2.65 Using CU*BASE Tools for Bank Secrecy Act
(BSA) Compliance

 

Wednesday, September 14

 

9:00 - 10:00 am 

 8.56 Easypay! Powered by iPay Bill Payment: Product
Overview and Daily Management

 

10:15 - 11:45 am

1.20 Teller Techniques & Shared Branching

 

1:00 - 2:30 pm

1.01 Member Services: Inquiry & Phone Operator 

 

2:45 - 3:45 pm

1.40 Day-to-Day Certificates

 

4:00 - 5:00 pm 

1.30 Head Teller Vault/Change Fund Management

 

Friday, September 16

 

1:00 - 2:00 pm

9.54 Avoiding Social Engineering Traps

 

2:15 - 3:15 pm

9.55 Social Engineering:  The Human Side of Security

Compliance Focus 
Have you heard about the 'Dirty Dozen'? Track progress on these projects when Jim Vilker, NCCO discusses their status and future expectations.  Listen in as Jim provides insight into CU*Answers' response to the FFIEC Authentication Guidance.  Then be introduced to The Compliance Teacher, a newsletter shaped by the collaborative efforts of compliance officers within our network. This is one hour out of your month you'll want to reserve now! Save the date September 15th at 11:00 am ET and register here.  

Here's Help!

 

Show Me the Steps! Help System [SMTS], is the place to learn CU*BASE in an easy, step-by-step incremental mode.  The initial feedback of this form of learning was so positive we wanted to add to the library right away.  To promote submissions of new topics, we ran a contest earlier this year which we deemed a success!  The final count was 118 fully defined and documented step-by-step procedures received from 14 credit unions.  The winner of the contest is Jamie Streit from Service 1 Federal Credit Union.  Jamie submitted over half of the procedures we received.  Please join us in congratulating Jamie and thanking her for her efforts in making our Show Me The Steps (SMTS) Library more resourceful.  

 

We are not done yet and there are many more undocumented topics waiting to be added to the SMTS help system.  Please continue to provide step-by-step instructions.  To contribute, go to the Network Links page in CU*BASE, find and click on:

 

SMTS contribute 

What's in a Release? 

Every CU*BASE Release is comprised of multiple changes that enhance the functionality of our core software. In fact, a release can impact ancillary features and processes related to CU*BASE.  We offer two training opportunities in September and encourage you to attend.  Both sessions are in the afternoon and are web conferences making it convenient for clients in all time zones.     

 

11.3 CU*BASE Release Training:  Register here  

 

Thursday, September 8th | 2:00 - 3:30 pm ET 

Wednesday, September 14th  | 2:00 - 3:30 pm ET        

 

Release Highlights

 

The 11.3 CU*BASE Release has something for
all the teams in your credit union! 

        • Management: New/Closed Account Dashboard and Lending Dashboards, Learn from a Peer (will be shown first)
        • Marketing: Tiered Service Updates, Member Selected Statement Styles, Next Suggested Product
        • Lending: Daily Lending Efficiencies, Top Ten Lending Reports, Participation Lending Rewrite, Credit Card Enhancements, Route One, Loan Underwriter Approval Limits, OTB Enhancements
        • Auditing: Automated CTR Forms
        • General: GOLD Search

Release documentation is available for reference on our cuanswers.com website.  Catch up here:   http://cuanswers.com/client_release_summaries.php

Education Services
In This Issue
Web Conferences
Classroom Sessions
Compliance Focus
Here's Help
What's in a Release?
Education Express
Class Notes

Education Express


Tuesday, September 27 

3:00 pm - 3:30 pm ET

Fee Waived

 

Member Connect Tools

What is Member Connect?

Basic Electronic Messaging 

Using Mailing Labels

Selective Statement Files

Tracker Creation

 

 

Register to attend here !

 

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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.

 

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CU*Answers Education Services

[email protected]

800-327-3478