The Education Report

Happy 50th Anniversary CU*Answers! Education Report November 2020

Enroll For

Classes

References Documents

New Teller/Member Service Course!!

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Also on the agenda will be the process of opening and closing a teller drawer, performing research for teller offages, as well as best practices for posting transactions and opening new memberships and accounts.

November.11

3:00 PM ET

Education Express

Year-End Reminders for November

Verify State ID # in Chart of Accounts for reporting on 1099
Make a decision on whether or not you wish to print substitute 1099-INT forms on member statements
Modify statement messages/instructions
Monthly IRA/HSA verification
If offering e-statements and using substitute 1099-INTs: send alert email message
Update Federal Holidays/non-business days configuration
Complete and verify tasks in the Monthly Verifications booklet

Join Stephanie Raven to learn more!

Registration

November.03

3:00 PM ET

Learning Café

Payveris Fraud Prevention

CU*Answers is proud to offer a native bill pay service through a relationship with Payveris. Bill payment via It’s Me 247 Bill Pay (Payveris) lets you offer members a bill pay solution fully integrated with online banking. During this presentation, Chase Johnson from the SettleMINT EFT team, will review the best ways to prevent fraud and recover lost funds from fraudulent Bill Pay and P2P transaction on the Payveris platform.

Join Chase Johnson to learn more!

Registration

Celebrating 50 Years!

In 2020, CU*Answers is celebrating its 50^th year in business. We’re excited to hear from our past and present clients, partners, peers, and employees. Together, we want to share the many stories from CU*Answers’ legacy and celebrate the successes, growth, trials, laughter, and accomplishments of the organization since 1970. We would love to hear your stories and see your photos and videos. Please join us in sharing your favorite memories with CU*Answers and our entire network in 2020!

Share a Memory

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.

Have you checked out the Client Services and Education Store? There are a variety of products including Educational Resources like our CU*BASE Custom Training Edition (CTE) and our Exercises for Success Training Manuals.

Visit the Store

CUSO Magazine:

Delivers relevant, timely news and insights to the credit union industry.
Begins as a digital product with the potential to grow.

CUSO Magazine approaches stories with the mindset that we want to bring something new with our information and create a sense of intrigue for the reader to want to learn more.

Subscribe Today!