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Get Connected with Jack Carpenter

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Get Connected is a monthly webinar series focusing on CU*Answers Management Services and the people
who drive them.  These brief 30 minute sessions will introduce participants to CU*Answers Management
Services and the value each service brings.  Sessions will include a discussion of what’s hot in the industry
and help participants plug into key resources within CU*BASE and the cuasterisk.com network.

Get Connected is a live, unscripted event.  Julie Gessner, CU*Answers Management Services will be your
host.  This month meet Jack Carpenter, VP of Production with OpsEngine.  Learn more about Jack and the
solutions that the OpsEngine team can provide to your credit union!

Tuesday, December 18

3:00 PM to 3:30 PM ET

This event is free to attend

Have questions for Jack?  Email them to us in advance of this session at: cmssales@cuanswers.com

CU*BASE 18.12 Release Updates

ATTENTION ONLINE CREDIT UNIONS

As a reminder, the 18.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four
credit unions this weekend, on December 9.  For a refresher on the details of this release, please
refer the announcement posted earlier this week.

We will be posting any/all issues related to the 18.12 Release of CU*BASE on the CU*BASE
Alerts page, compiled into a single alert post located here.  We will not be sending out any emails
regarding individual issues for this latest release.  If you are encountering any issues with the
18.12 release, please refer to the CU*BASE Alerts page to see if it is currently listed as a known
issue.

It’s Time to Complete the Xtend Holiday Hours Survey!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

It’s time to complete the Xtend Holiday Hours Survey!

In order for Xtend and CU*Answers to offer you adequate support during the holidays
(January 2019 – July 2019), please complete our holiday hours survey below no later than:

Thursday, January 3, 2019

Collections Roundtable Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Roundtable Recap Webinar

Attend the Roundtable Recap to hear about hot topics that were discussed at the
Collections Roundtable on November 14.

This webinar is offered via ZOOM – use the link below to join!

Wednesday, November 28

2:00 – 3:00 PM ET

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Sign up for our self-directed data floods, which are free through December 31st,
2018!

The Asterisk Intelligence team continues its promotion of offering free self-directed data floods
until 12/31/2018.  After that, credit unions can process floods on their own, or work with the
Asterisk Intelligence team to complete their floods for them for a $500 professional services fee.
If your credit union is interested in learning about the tool to perform your own floods, please
reach out to ai@cuanswers.com to learn more.

To order one of these pre-defined flood options, visit the CU*Answers store – we have more than
20 options available, including various loan IDs and codes.

Keep an eye on your inbox for more information, including when we will be hosting education
sessions for clients who wish to perform their own flood processing!

Check Out the SettleMINT EFT University Courses for December!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Each month, CU*Answers University hosts FREE web conferences and in-person events that
highlight the many products and services our CUSO offers.  During the month of December, we
will be hosting a set of webinars relating to SettleMINT EFT.  Take a look at the courses we have
coming up!

Friday, December 7

9:00 AM – 10:00 AM ET

Standard ATM/Debit Card Platform

Register for web conference

Register for classroom session hosted at CU*Answers

 

10:45 AM – 11:30 AM ET

Online Credit Cards: Loan Creation and Card Embossing

Register for web conference

Register for classroom session hosted at CU*Answers

 

1:30 PM – 2:30 PM ET

Online Credit Cards: Daily Maintenance/Reports

Register for web conference

Register for classroom session hosted at CU*Answers

 

3:00 PM – 4:00 PM ET

Online Credit Cards: On the Front Line

Register for web conference

Register for classroom session hosted at CU*Answers

 

Don’t forget: CU*Answers web conferences are always free to attend!

We’re Getting Ready to Set Sail into our Second Year of MACO Support!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

As we move into our second calendar year with MACO, we are asking our credit unions to decide if they would
rather:

  • Prepay for a set number of licenses for the 2019 calendar year
  • True-up at the end of the 2019 calendar year

For previous year statistics, please reach out to the IRSC and we can assist you with making your second
calendar year decisions.

Visit our online store for more information on our MACO pre-buy licenses.  Be sure to place your order before
December 14!

Check Out the IRSC University Courses for December!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Each month, CU*Answers University hosts FREE web conferences and in-person events that
highlight the many products and services our CUSO offers.  During the month of December, we
will be hosting a set of webinars relating to the Internet Retailer Support Center.  Take a look at
the courses we have coming up!

Thursday, December 6

9:00 AM – 10:00 AM ET

Shopping the IRSC Online Store

Register for web conference

Register for classroom session hosted at CU*Answers

 

10:30 AM – 11:30 AM ET

MAP/MOP – Applying for Membership Online

Register for web conference

Register for classroom session hosted at CU*Answers

 

1:30 PM – 2:30 PM ET

Launching Your FREE CU*Answers Mobile App

Register for web conference

Register for classroom session hosted at CU*Answers

 

3:00 PM – 3:30 PM ET

Deploying Your Mobile Experience Center (MXC)

Register for web conference

Register for classroom session hosted at CU*Answers

 

Don’t forget: CU*Answers web conferences are always free to attend!

Take a Look at the CU*Answers University Courses for December!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Each month, CU*Answers University hosts FREE web conferences and in-person events that
highlight the many products and services our CUSO offers.  Take a look at the courses we have
coming up in December!

Monday, December 3

9:00 AM – 9:30 AM ET

An Overview of Records and Information Management

Register for web conference

Register for classroom session

 

10:00 AM – 10:30 AM ET

Email Overload – How to Manage It

Register for web conference

Register for classroom session

 

Tuesday, December 4

3:00 PM – 4:00 PM ET

Data Warehouse Tools & Strategies

Register for web conference

 

Wednesday, December 5

9:00 AM – 10:00 AM ET

Educating Your Board with Data

Register for web conference

 

10:30 AM – 11:30 PM ET

Introduction to Analytics Booth

Register for web conference

 

1:30 PM – 2:00 PM ET

Expanding the Audience on Data with Analytics Booth

Register for web conference

 

Don’t forget: CU*Answers web conferences are always free to attend!

Join Us for the 75th Issue of Tricks of the Trade!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

The 75th edition of the Tricks of the Trade newsletter is here!  Join
Alycia Meyers in celebrating 7 years of the newsletter and 5 years
of Tricks of the Trade webinar presentations!

Scheduled for Tuesday, November 27 from 3:30-4:00 PM ET, the
interactive and engaging November Tricks of the Trade webinar will give you an
in-depth look at documentation related to the 18.10 Release of CU*BASE,
including new tools, check ordering options, CU*BASE security
changes, and more.

You can add this webinar to your calendar by double-clicking the calendar
attachment.

Attending is easy!  No registration is required for this drop-in webinar. Simply
join the webinar a few minutes before it begins and enter this password: tricks.

To get an in-depth look at documentation discussed in the webinar as well as other
documentation on related topics, check out the November Tricks of the Trade
newsletter
.

Click here to peruse previous Tricks of the Trade newsletters and to see the dates
and times for upcoming webinars.