July  2018
Contract Renewals for 2018
S hare One's management and staff wish to thank our clients for renewing their contracts i n 2018.  

1. Link Federal  Credit Union, 
Indianapolis, IN -  Liz Yentes, President/CEO
Assets: $18 M - Client since: 2013

2. L G & W Federal Credit Union,
Memphis, TN - Diana Veazey, President/CEO
Assets: $91 M - Client since: 2007
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.


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
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
Contact Management - Notify the credit union employee when something is assigned to their queue (survey response)
NSJoin - Notify the credit union employee when there is a new pending application (survey response)
Add favorites to Member Transfer screen so that the user can just set up the amount each time they transfer (Case 216588)
Add Contact Management option to Teller Transactions screen (Case 210556)
Add member level limits to NSHome for ACH Origination - i.e. daily limits and a monthly limit (Cases 216653 and 209130)
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)
Add a "Release All" button in the Batch platform on the Exceptions tab (Case 203568)

Don't miss your chance to vote - join us for SYNC!
Signed Blake Shelton Guitar for St. Jude Auction
Share One has elected to support St. Jude Children's Research Hospital again this year.  We are participating in the St. Jude Walk/Run to End Childhood Cancer on September 22, 2018, and our goal is to raise $10,000 this year!

With this goal in mind, 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 St. Jude.  

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

If you would like to join this effort, please consider a donation that can be auctioned off at our SYNC 2018 Silent Auction.  Preferred items are ones easily shipped or transported to/from conference.

Click here to donate monetarily or with an auction item.

If you have any questions, please contact Allison Melton .
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!
Compliance - FTIN Updates in NewSolutions
In order to comply with FACTA and IRS requirements and to prepare for the 2018 tax reporting year, Share One is implementing new fields in release 8.3.1 scheduled for deployment August 14, 2018
This will allow the collection and reporting of a Foreign Taxpayer Identification Number and permanent residence country code as collected on the W-8BEN form. These fields are a part of the IRS W-8 form, revised 7/2017, and correlate to lines 3 and 6. All W-8s received after January 1, 2018 should contain this information. 
This data will be required to be included on the 1042-S reporting. For W-8s that were signed prior to January 1, 2018, without the FTIN information, the FTIN must be collected upon the expiration of the validity of the document, or by December 31, 2019, whichever occurs first.

For the full document, please  click here .
Release Notes Recap
NSHome Build 2.8 includes two key feature highlights: 
  • eStatements - Demonstrable Consent
  • Transaction Details - Debit/Credit Columns
Other enhancements in this build include:
  • Contact Verification
  • Member Profile
  • Third Party Integrations: ScoreCard
  • Miscellaneous: Print Settings
Disaster Recovery Test Schedule

Credit Union
August 6-10 Northern Star Credit Union
August 20-24 Cascade Community Credit Union

Contact Michael Curtis, Laura Stewart, or Eric Conrad today to schedule testing!
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