August  2018
St. Jude Bake Sale and Yeti Cooler Raffle
Share One has elected to support St. Jude Children's Research Hospital again this year.  We will participate in the St. Jude Walk/Run to End Childhood Cancer on September 22, 2018, and our goal is to raise $10,000. 

With this goal in mind, Share One held a Bake Sale and Yeti Cooler Raffle, spearheaded by Allison Melton, with all proceeds to go to St. Jude.  The Solution Seekers raised $9,404.51 for 2017, bringing our total raised for the past four years to $28,454.97.

Share One will be donating an Epiphone Guitar autographed by Blake Shelton to be auctioned off at SYNC 2018 with all proceeds from the auction going to St. Jude.

The guitar is accompanied by a signed letter of authenticity from the Grand Ole Opry!

Share One will host a silent auction at SYNC 2018 and attendees are encouraged to donate items.   Preferred items are easily shipped or transported to/from conference.

Click here to donate monetarily or register an auction item.

If you have any questions, please contact Allison Melton.
Register for SYNC 2018

Please join us October 20-24 for SYNC 2018 - Tune In, Tune Up! - hosted at the Hilton Downtown in Nashville, TN.

We are working to finalize an action-packed 
agenda  that will include customized content for attendees.  

Presentations are designed to inform and educate a wide variety of credit union professionals so that subject matter will appeal to everyone.

*This agenda may be subject to change.

The Hilton  Nashville   Downtown room rate is $259 per night, available October 19-25.  

The discounted Share One block rate is valid until September 29, 2018.

For complete registration, register with Share One and reserve with The Hilton.



KEYNOTE SPEAKER

Anthony Huey is a highly-rated international speaker and communications consultant who offers session attendees pragmatic communications tools, tips and techniques they can use immediately.  His career includes tenures as a news reporter, magazine senior editor, crisis management specialist, media relations consultant and executive speech coach.


Payments Risk and Fraud Specialized Speaker

Rayleen Pirnie is a nationally recognized payments risk and fraud expert who offers specialized consulting services, procedural and risk management reviews, and payments education.  She is an Accredited ACH Professional (AAP) who has worked with all payment systems for nearly 20 years.

Rayleen wants to prepare for you! If you have specific topics or questions you would like to discuss during Rayleen's ACH presentation let us know here! 

SYNC Enhancement Voting - New Items/Descriptions
Cast your vote at conference for your favorite enhancements.  Last year we introduced a fresh and exciting way to involve our conference attendees with the decision making process for moving enhancements to the front of the line in development.  We have reviewed the successes and feedback from last year to bring you an "enhanced" voting session for SYNC 2018!

The list below contains seven enhancement requests received from Share One clients.  Each credit union in attendance will receive one voting card and then your credit union will vote for your favorite three enhancements.
The top three winning enhancements will be moved to the front of the development queue for completion!  The winning enhancements will be announced on Wednesday, October 24, 2018.

#
Enhancement Description
1
Contact Management - Notify the credit union employee when something is assigned to their queue (survey response)
2
Add favorites to Member Transfer screen so that the user can just set up the amount each time they transfer (Case 216588)
3
Add Contact Management option to Teller Transactions screen (Case 210556)
4
Add member-level, customizable daily and monthly rolling limits for ACH Origination to NewSolutions that will be respected in NSHome (Cases 216653 and 209130)
5
Collections - Track NewSolutions activity and insert a record in the Collections queue - i.e. payment is made and is automatically posted in Collections using the amount, date, and time from history (survey response)
6
Add a "Release All" button in the Batch platform on the Exceptions tab (Case 203568)
7
Archive a receipt in Teller without printing the hard copy or emailing the receipt (Case 217725)*

*Enhancement item #7 replaces a previous option that has already been coded and implemented.

Don't miss your chance to vote - join us for SYNC!
Gaylord Springs Confirmed as SYNC 2018 Golf Venue
Early arrivals for SYNC 2018, join us for a shotgun scramble at Gaylord Springs Golf Links, located 15 minutes from the Nashville airport and 20 minutes from the host property, Hilton Downtown Nashville.

Tee time is scheduled for 8:30 AM on Sunday, October 21.  More details to follow regarding transportation.  Please contact Zachary Miller if you have any questions.

Please CLICK HERE to register for the outing!
Educational Services Webinar Schedule
All Webinars are free, recorded, and
available for download on the SSC!

Live Webinars listed below are in Central Daylight Time.
Date
Day
Time
Content
Register
August 28 Tuesday 1:00PM - 2:00PM Automation
September 12 Wednesday 1:00PM - 2:00PM NewSolutions Cross-Sell & Contact Management
September 26 Wednesday 1:00PM - 2:00PM NewSolutions Imaging
Compliance - FinCEN Extension through Sept. 9, 2018
In May of 2018, FinCEN issued a ninety day limited relief from the requirements of the Beneficial Owner Rule. Effective August 8th, 2018, FinCEN utilized its discretion and implemented an additional thirty day extension to the exception for automatically renewing and rollover share and loan products subject to the rule.  This relief applies to loan and share products that automatically renew or rollover prior and were in existence prior to the May 11, 2018, Beneficial Owner Rule effective date.

The ninety day exception was set to expire on August 17, 2018.   FinCEN has chosen to extend this exception for an additional thirty days to determine the rules' impact on these types of products. The current extension for these accounts will expire after September 9, 2018 unless another extension is granted.

For the full document, please click here.
Employee News
Ryan Geranios joins the Technical Services team as a Client Administrator.  He is currently attending Western Governors University completing a Bachelor's degree in Information Technology Management.  Ryan is from Harare, Zimbabwe, and has been in the United States for 20 years.  His technical background is troubleshooting a wide array of devices, premium customer service, and configuring Microsoft/Apple operating systems.
Release Notes Recap
NewSolutions Release 8.3.1 includes three key feature highlights: 
  • General Ledger: Fixed Assets Update
  • Loan Origination: Custom Assets
  • Loan Origination: Relationship Pricing
Other enhancements in this build include:
  • Contact Verification
  • Member Profile
  • Third Party Integrations: ScoreCard
  • Miscellaneous: Print Settings
NSLoan Build 1.6 contains enhancements to the following: 
  • Applicant Information - Affirmations
  • Submit Button - Loading Spinner
NSJoin Build 1.5 contains enhancements to the following: 
  • Applicant Information - Affirmations
  • Submit Button - Loading Spinner
Other enhancements in this build include:
  • Applicant/Joint Owner/Beneficiary
  • Beneficiary Information
  • Eligibility
Disaster Recovery Test Schedule

Date
Credit Union
August 20-24 Cascade Community Credit Union
Woburn Municipal FCU
August 27-31 Rio Grande FCU
September 3-7 Cornerstone Community FCU
September 17-21 Railroad FCU

Contact Michael Curtis, Laura Stewart, or Eric Conrad today to schedule testing!
Quick Links
SSC
Share One, Inc.
800-888-0766
moresolutions@shareone.com
https://www.shareone.com/

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