The CU*Answers OnDemand site is a growing library of CU*BASE training, special events, and multi-media presentations provided at no charge. Over 100 items are posted on the site, ranging from CU*BASE training to informative regulatory-compliance reviews. |
This edition of the Education Report lists current opportunities, but if you're looking for classes to take in the future, check out the Education Catalog.
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Times for all classes are in Eastern Standard Time EST. Normal web conference fees apply unless otherwise noted. To help defray the web conference cost of producing a web conference we pass on a fee of $20.00 per half hour per connection. |
Documentation of our products is not lacking, but how do you quickly find what you're looking for? For tips on accessing and using recourse available to you, we recommend the series: Documentation: Tricks of the Trade. |
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Explore the numerous education opportunities that CU*Answers has to offer. Helping you advance in proficiencies associated with your job and establish a pattern of learning is one of our primary goals for you as an individual and for the growth of your credit union teams. Available to you 24/7 is our Learning on Demand Site, where you will find recordings of popular classes along with other previously recorded programs. These programs include compliance topics including Financial Literacy for Board Members. Visit the online campus which is available through the Network Links button in an active CU*BASE GOLD session.
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 Education Express
Are you in need of assistance in closing your general ledger for year end? Join our complimentary, 30 minute, informative spotlight discussion with Xtend SRS Bookkeeping and what they can do for you! Take advantage of this special education class facilitated by Diane Kilgore. Class will be December 10th, 2013 @ 2:00. Register today. |
Need Assistance with Year End Processing? Xtend SRS Bookkeeping is here to assist you in reference to the 2013 Year End Processing Guide. For specific instructions on Year End GL Closing, please navigate to page 43 in the processing guide for Online Credit Union or page 52 in the processing guide for Self Processors . These steps will create the closing journal entry for the income and expense accounts so that the balances go to zero, ready for the New Year 2014. Xtend SRS is here to help you ring in the New Year successfully! |
 Free Offer to Complete Year-End Task Take advantage of our free offer to complete one of your year-end tasks, which is to notify your members that they will receive year-end tax information on their statements.We will notify your members of this via an email message to be sent through the CU*BASE Member Connect tool on Friday, December 13. To take advantage of this free offer, please contact us no later than Friday, December 6.On another note, if you are a Member Reach client that elected to have statement maintenance through your regular service, your statement maintenance has been completed. If you have not yet elected for statement maintenance, do so now by contacting Xtend Business Support Representative Kasey Woodhead at 800.327.3478, ext. 563 or by emailing us at [email protected]. |
 13.3 Release Arriving December 8
Mark your calendars for December 8, when you will receive CU*BASE GOLD Version 13.3.
*Note: Our Site 4 partners will receive this release on December 8 as well.
Please share with the appropriate staff the following documents:
* 13.3 Menu Changes - This document includes instructions security officers will need in order to adjust employee access to various CU*BASE commands.
*Note: Since this is a relatively small release, there is no training and there are no file changes for this release. |
Upcoming End of Year Classes
Join us to review the many tasks and procedures related with end-of-year and annual tax reporting.
Classes will be held for Online credit unions:
Self Processors:
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Web Conferences
Normal web conference fees apply unless specified.
Click on the image to the right to see all classes for December! |
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