Share One, Inc. | November 2020
We are always thankful when our clients sign a renewal contract. We consider each renewal a symbol of confidence in our partnership.

We are delighted to report that three current clients renewed their contracts.
Whiting Refinery Federal Credit Union
Located in: Whiting, Indiana
Assets: $50 M Members: 2,267
President/CEO: Julie Boyle
New Haven County Credit Union
Located in: North Haven, Connecticut
Assets: $22 M Members: 3,141
President/CEO: Christopher Marone
LG&W Federal Credit Union
Located in: Memphis, Tennessee
Assets: $99 M Members: 5,488
President/CEO: Diana Veazey
Thank You for your Contract Renewal!
LG&W Staff Virtually Review NewSolutions Improvements/Changes and Renews Contract
Laura Stewart, Share One's National Account Representative, worked with Diana Veazey, President/CEO LG&W FCU, to establish a NewSolutions and NS3 product review process that included multiple remote training demonstrations with their staff. Share One and LG&W FCU are located in Memphis, Tennessee. Normally, training would take place in-person.

"When a credit union's contract is up for renewal, we see a need for the credit union staff to review features and modules that have been introduced and enhanced over the years," says Laura. "For LG&W, because most of their staff is working remotely, and because we all want to stay safe, we had to rethink a customized training and review process for them. We were very organized to ensure the staff at LG&W received critical system information."

"Our due diligence review process with Share One proved enlightening," said Diana Veazey, President/CEO, LG&W FCU. "It was a benefit for our team to interact with the Share One staff. The training revealed some important system changes, and the virtual learning process was extremely convenient," she said.

"We highly encourage our clients to take advantage of the learning tools Share One offers," said Laura. "The Share One Customer Portal is a great asset for information and includes manuals, training videos, and release notes," she said.

Contact your National Account Representative for a customized training plan for your team: Laura Stewart, Michael Curtis, Eric Conrad.

Eric Bruen, President/CEO of Desert Valleys FCU, won the local mayoral election in Ridgecrest, California.

Desert Valleys Federal Credit Union, led by Eric, converted to NewSolutions in 2015.
Congratulations, Eric!
Latest Product Versions Available for Upgrade:
NewSolutions: 20.2

NSLoan: 1.11
NSHome: 3.1

NSJoin: 1.10
NewSolutions 20.2 Note:
All credit union clients must have NewSolutions 20.1.3 or 20.2 installed for 2020 Tax changes. Please see the Webinar schedule with links to register for the 2020 Tax changes scheduled for December 9, 2020.

All credit union clients who also have NS3 products must have NewSolutions 20.2 installed in advance of the needed NS3 upgrades for NSHome, NSLoan, and NSJoin.

To schedule your credit union's NewSolutions 20.2 upgrade, visit the Customer Portal to utilize the calendar scheduler, or call support.
NS3 Product Note:
NSHome 3.1, NSLoan 1.11, and NSJoin 1.10 are the latest NS3 product versions available to your credit union and should be installed following the NewSolutions 20.2 upgrade.

To schedule your NS3 product upgrade, email: to begin the testing phase for NSHome 3.1.
In an effort to provide a more efficient year-end tax delivery to all of our clients, the following policy will be implemented in December 2020.

If your credit union submits any late forms or requests a re-creation/correction of any tax file due to a non-system related issue after the date of December 15, 2020, a fee will be assessed.

Service Center Clients:
New Client Fee for Late Presentment of Tax Confirmation Form -
After December 15, 2020 - A fee of $100.00 will be charged to the credit union.

Existing Service Center Client Fee for Late Presentment of Changes to Tax Confirmation Form - After December 15, 2020 - A fee of $100.00 will be charged to the credit union.

All Clients:
Minimum/Hourly Fee for Recreation of any Tax File Due to any Non-System Related Issue - A fee of $175.00 per hour will be charged to the credit union.
The following forms must be submitted by
December 15, 2020: 
-Presentment Form
-Changes to Presentment Forms
Our goal is excellent customer service. To properly serve all Share One clients, these deadlines must be maintained. Thank you for helping us help everyone.

If your credit union needs assistance in securing these forms, please contact: Katherine Garrone

Thank you for your attendance!
A record number of Share One client staff members attended virtual SYNC 2020, "Together Toward Tomorrow" Client Conference, on October 20, 2020. We hosted two sessions of webinars which covered reviewing past accomplishments, current system enhancements, and envisioning future endeavors.

We wish to thank everyone who took the time to watch Share One staff, our Board of Directors, and the vendor/partners who sponsored the event.

SYNC 2020 recordings are available on the Customer Portal, under training. Each presentation is available for download.
SYNC 2021
Where: The Peabody Hotel, Memphis, Tennessee
When: October 10 - 12, 2021
Stay tuned for more information.
We are hard at work planning a very exciting NewSolutions Version 21.1, launching in the January, 2021 release. 

The Quality of Life Release will solely prioritize system clean-up and/or fixes you have been asking for.

Many thanks to all clients who participated in helping identify the fixes, which will be addressed in this release.

We hope to improve your Quality of Life!
All Webinars are free,
recorded, and available on the Customer Portal.

User Login to the Portal is password protected. Contact Technical Support for new access.

Live Webinars listed below are listed in Central Time.
Disaster Recovery Test
Credit Union best practice experts recommend an annual review for each credit union's complete Disaster Recovery plan. One very important component is testing your process with Share One. Please share your plan with us each year as you update your D.R. procedures.
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