Share One Newsletter
Newsletter Corrections

The original newsletter contained a couple of mistakes. They have been corrected and highlighted below. We apologize for the errors.
2023 SYNC Client Conference
Save the date for our 2023 SYNC Client Conference!

We are excited to announce we will be hosting our annual conference at the
Sunday, October 15th - Tuesday, October 17th

Sign-up, agenda, and more details coming soon.
Correction - Original notice listed the conference dates as Sunday, October 15th - Wednesday, October 17th. The correct information is reflected above.
Contract Renewal
Eglin Federal Credit Union has signed a three-year renewal with Share One. Thank you to Jerry Williams, President/CEO, and the entire Eglin Federal Credit Union staff for your continued support and contract renewal.

We look forward to continuing to serve your credit union needs and making your vision a reality.
Congratulations
Employees on the Move
We are excited to announce the promotions of three Share One employees. Please join us in congratulating Heather, Allison & Deana!

Heather Swords ​- Customer Support Tier II​

Allison Millner​ - Customer Support Tier II​

Deana Butler​ - Service Center Operator Tier II
Share One Board Members
In May, during Share One's Annual Stakeholder meeting, the top-voted candidates for board member elections were announced. The law firm of Messick, Lauer & Smith, P.C. of Media, PA facilitated the collection and verification of ballots on behalf of the board for this year's election.
 
Please join us in congratulating the following;
Chair: Lynn Calvert, Cascade Community CEO
Vice Chair: Martin Eakes, Self-Help CEO
Treasurer/Secretary: Jim Ryan, JM Associates CEO

Board Members:
Jerry Williams, Eglin Federal, President/CEO
Dawn Graeter, Southern Security, President/CEO
Eric Hepkins, Cornerstone Community, CEO
Shawn Ashley, FinancialEdge, Chief Technology Officer
Correction - Original notice listed Shawn Ashley's title as VP of Information Technology. The correct information is reflected above.
Self-Help Credit Union
Congratulations to our clients, Self-Help Credit Union, Self-Help Federal Credit Union and their CEO and Share One Vice Chair, Martin Eakes. Eakes along with both credit unions were named Maurice R. Smith DEI Leadership Award and DEI Trailblazer Award winners by the African-American Credit Union Coalition.

Maurice R. Smith DEI Leadership Award Recipients were selected based on the following criteria:
  • Diversity, Equity, and Inclusion thought leadership
  • Demonstrated commitment and passion for engaging others in DEI
  • Social impact of their work in the credit union community and our society.

You can read more about the honorees here. Congratulations to Self-Help Credit Union, Self-Help Federal Credit Union, and Martin Eakes.
Upward Credit Union
Congratulations to
Upward Credit Union!

During the 2023 CUNA Finance Council Conference Upward Credit Union was awarded the Benefits of Membership Award. This award recognizes the credit unions that provide the greatest annual savings to members.

Congratulations to Jason Mertz-Prickett, Upward President & CEO (Left), and the entire Upward team for their dedication to promoting the well-being of their members through savings.
Try & Win!
Try this tip below and win a $25.00 Amazon Gift Card
Our limited series continues, "Try & Win"! Each month we will share a tip from a previous release and if you implement it you can be entered into a random drawing to win a gift card. It's a win-win (see what we did there)?

Have you ever reviewed a member's transaction history and thought "why is this taking so long?" We have a fix for that! Follow the path below [the image] to update the setting to select a limit on how far back transaction history will populate. It's that easy! Having a default set to "blank" will tell the system to pull all history [from the opening of the account], resulting in a longer wait time.

Once you change the setting, email our Brand Manager, Jessica Schneckloth, to have your name entered for a chance to win!

Check back next month for the next installment of Try & Win!
Enterprise>Teller Settings>Limits>Default History Days
Notice Reminder
January 1st, we retired some of our external email distribution groups with the purpose of focusing on our inbound communication channels. The retired email groups were replaced with email-to-case addresses for our case management system.
 
As of January 1st the following addresses were phased out customerservice@shareone
clientadmin@shareone
support@shareone
 
Effective December 12, 2022 clients have the option to have a case created for their desired support group by selecting the respective email address.

 
Clients will receive an automated response with a case number and some additional follow-up information for the case. The case numbers can be used as a reference when working with Share One staff or cases can be viewed in our S1Community portal.
 
Original notice sent: 12/12/2022 8:00 AM CST
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Share One, Inc. | 800-888-0766 | [email protected] | www.shareone.com