education

THEEducation Report             October 2011

October . . . Turning leaves, a kaleidoscope of color, whispering  rustle of leaves, scarecrows and Jack O' Lanterns usher in the cornucopia of autumn harvest. By the time you finish reading this newsletter, you'll agree that the month of October offers a virtual harvest of educational resources. 
 
This edition of the Education Report lists the opportunities for October, 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 Lender*VP.  Register to attend this  edition of the Education Express   Tuesday, October 25th  starting at 3:00 pm ET for this introduction to the concepts of Participation Lending! View the new menu, options, workflow, and reports. There could be a new participation lending product in your future.   

Web Conferences 

Normal Web Conference Fees Apply

  

Monday, October 10

 10:30 - 11:30 am

4.92 Introduction to Website Stewardship

 

4:00 - 5:00 pm

 4.93 Introduction to Social Media

 

Wednesday, October 12

  11:00 - 12:00 pm

8.15 Using Statement Onserts Effectively

 

 1:00 - 2:00 pm

8.10 Preparing for Month-end & Statement Processing

 

 2:30 - 3:30 pm 

2.70 5300 Call Report: Using CU*BASE to Create the Report

 

 4:00 - 5:00 pm 

8.56 EasyPay! Powered by iPay Bill Payment

  

 

  Wednesday, October 19

 2:00 - 3:30 pm 

4.20 Report Builder 1: Working with Stored Data

 

 4:15 - 5:15 pm 

7.50 iSeries File Transfers: Moving Data from CU*BASE

  

Thursday, October 20

 1:30 - 3:00 pm 

3.62 Member Payroll and ACH Products

 

 Tuesday, October 25

 

1:00 - 2:00 pm

XT.50.C Xtend: What's New 2012 (fee waived)

 

3:00 - 3:30 pm 

EX.2011Education Express (fee waived)

 

 

 

 

 

 

 

Classroom Sessions: University Week

 

Tuesday, October 11

 

9:00 - 10:00 am

9.01 IT Risk Management: A Quantitative Approach 

 

10:15 - 11:15 am

9.02 Records and Information Management 

 

1:30 - 2:30 pm

9.03 Using a Control Framework for IT Audits
 

2:45 - 3:45 pm 

9.04 Responding to an IT Audit: Engagement Protocols and Interview Tips 

 

 

Thursday, October 13

 

9:00 - 10:00 am 

 5.82 Skip-a-Pay Program Implementation for Online Credit Cards 

 

10:15 - 11:15 am

5.00 Designing CU*BASE Loan Products

 

11:30 - 12:30 pm

5.75 Implementing the 247 Lender Decision Model 

 

1:45 - 2:45 pm

5.70 Centralized Underwriting: Inquiry for Loans in Process

 

3:00 - 4:30 pm 

5.78 Online Credit Card Processing: Back Office

 

Friday, October 14

 

8:00 - 10:00 am

3.15 Advanced General Ledger

 

10:15 - 11:45 am

 3.40 CU Financials: Configuration, Printing and Other Options

 

1:00 - 2:30 pm

3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses,
and Accrued Expenses

 

2:45 - 4:15 pm

3.51 GL Subsidiary Products: Working with Investments

Here's Help!

 

With every CU*BASE Release comes a series of updates, many of which are online documentation and booklets that you may access online or print for easy reference. The recent 11.3 Release was so broad it had a cascade effect requiring changes to many booklets, some of them major. There are a few completely new booklets. One is the Member Selected Printed Statement Styles and there are four Participation Lending booklets

  

This list represents the booklets with significant changes.  Remember where to find these CU*BASE Reference Materials?  http://cuanswers.com/client_reference.php

 

Booklets are organized alphabetically:

 

B

Bank Secrecy Act Monitoring Tools

CTR Forms 

 

C

Credit Cards: User Guide

Completed update with Gividends, new card order and maintenance screens

Cross-Selling and Next Suggested Product

Next Suggested Product

 

L

Configuring Tools for Your Loan Team

Loan underwriter approval limits

 

O

Tracking "Off Trial Balance" (OTB) Products with CU*BASE

OTB online and direct payments

 

P

Participation Lending: Fannie Mae Secondary Market Loan

Servicing

 

Participation Lending: Standard 365 Loans and Other Loans

 

Participation Lending: FHLB Secondary Market Loan Servicing

 

Participation Lending: Freddie Mac Secondary Market Loan Servicing

New Participation Lending software

 

S

Member Selected Printed Statement Styles. 

 

T

Tiered Service Levels - Implementation Guide

Rewards points and online changes

 

OnDemand has it!

 

If you had an opportunity to take advantage of the CU*BASE 11.3 Release Training in September, you'll agree this release was extensive.  We recorded the session for you to view at any time at our OnDemand site.  http://ondemand.cuanswers.com  Once on the site click the Category and select Releases.  To go there now, click this link.

  

The 11.3 CU*BASE Release Training Power Point is posted online.

http://www.cuanswers.com/client_release_summaries.php 

 

Release documentation is always available our cuanswers.com website.  Catch up here

Xtend:  What's New 2012 

 

A Cooperative approach to creating efficiencies, revenue generation, and member service.

 

There are ways to make CU*BASE work for you.  This is your opportunity to learn how to leverage your investment in The Network, and set the pace for a stellar year in 2012!  Xtend is your trusted partner in improving credit union efficiencies, generating revenue, and offering premier member service. 

               

Your host for this event is Julie Gessner, Xtend Manager of Communication Services.  Join Julie as she shares from her expertise and shows you how to maximize your marketing efforts.  Highlights include upcoming 2012 enhancements for  Member Reach, CU*OverDrive, the Xtension Call Center, SRS Bookkeeping, Stand-In Support and so much more.  Be one of the first to learn about RateProof, LiveChat, and HyperDrive!  Don't miss this great opportunity, sign up today!

 

Tuesday,  October 25

1:00 - 2:00 pm

XT.50.C Xtend: What's New 2012

Web Conference (fee waived)

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

Education Express


Tuesday, October 25 

3:00 pm - 3:30 pm ET

Fee Waived

 

Participation Lending

Menu/Options  

 Workflow

Reporting

 

Register to attend here !

 

Get your own copy of this newsletter!

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.

 

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.

CU*Answers Education Services

[email protected]

800-327-3478