Share One, Inc. | February 2019
2019 CEO Roundtable Meetings
Share One successfully completed three face-to-face CEO Roundtable meetings in January/February, led by Teri Van Frank. The Share One team met with 51 credit union executive attendees from 33 Share One client credit unions in Los Angeles, Louisville, and Atlanta.  

2019 marks the fourth year Teri has presented these meetings to the client base. 

Teri's program is a high level overview designed to listen to attendees feedback, facilitate answers to questions about Share One's future development and processes, and offer another level of peer networking for Share One clients. Click here to download Teri's presentation from the meetings.

Part of the meeting recapped many new product interfaces and integrations which are in the works, including Share One's new Customer Portal moving to the beta testing phase.

eDocs, Frost Insurance, TruChecks/Advanced Fraud Solutions, Encompass, Redi, FICS Mortgage Loan Servicing, Quandis, and Savvy Money are part of some of the product advancements planned for NewSolutions and the NS3 product line.

Please contact your Share One National Account Executive for more information: Michael Curtis , Laura Stewart , or Eric Conrad.
NewSolutions Release Schedule for 2019
Here is a look at the NewSolutions Release Schedule for 2019 including dates for deployment, release, and "Opt-In" notifications.
Some details regarding the schedule include:

  • First Time Deployment means we deploy to two credit unions one week before the release goes out.
  • First Time Deployment occurs on the first Tuesday of even months.
  • New releases are released to all scheduled upgrades on the second Tuesday of even months.

For more information regarding the release schedule, please CLICK HERE .
Share One Client Conference - SYNC 2019 Save the Date
Please mark your calendars and make plans to join us for SYNC 2019 in Memphis, TN.

When: September 16-18, 2019
Where: The Peabody Hotel in Memphis, TN

Stay tuned for more details which will follow in the coming months.
Compliance: 2018 Year-In-Review Checklist
If you need help with your Compliance spring cleaning, check out CUNA's recently released Compliance Checklist which consolidates final rules and regulations for 2018.

Many topics are covered, but highlights include several changes implemented by the Economic Growth, Regulatory Relief and Consumer Protection Act (S. 2155), exceptions to privacy notice requirements, Regulation CC changes and share insurance advertising requirements.

The checklist is a great way to assist credit unions in reviewing their policies and procedures and making sure any necessary updates are completed. The checklist can be found  here .
Employee News
Tony Harrell joins the Technical Services team as a Systems Administrator. He has a bachelor’s degree from Delta State University and has spent his career in computer information systems. Tony spent 16 years as Systems Administrator for a local casino and hotel where he facilitated all network components, servers, installs, and upgrades. He has additional experience managing and maintaining server and cloud environments. His areas of expertise include VMware, Active Directory, servers, cloud platforms, extensive troubleshooting skills, and a plethora of other IT oriented skills.
Educational Services Webinar Schedule
All Webinars are free, recorded, and
available for download on the SSC.

Live Webinars listed below are in Central Standard Time.
Release Notes
Release Date: 2/5/19
  • This release includes enhancements to Credit Retrieval for Equifax, Enterprise, General Ledger reports, Loan Origination, NSQuery, Purge for GL Entries, Reports for Application Minutes, Teller, and Add-On Products.

Disaster Recovery Test Schedule
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