Learning Cafe
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Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options.
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Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning
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Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning
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Monitoring daily activities inside of your credit union is essential. Successful monitoring programs take into consideration the process, design, and continous improvement to ensure the most effective control solution. However, today’s operational challenges can restrict credit unions from creating a monitoring program that is separated from the people who are actually doing the work. By
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Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements, such as: How to configure a Financial Statement (including structure set up and code definition) Modifying a report Copying an existing report If you’d like to learn more about utilizing these
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Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will discuss tips and tricks related to Investment Processing, including a look at Investment Subsidiary topics in Show Me the Steps. Interested in learning more? Click the button below to register today! Wednesday, September 24 3:00 PM – 4:00 PM
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Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will explore tips and tricks related to Subsidiary Processing, and will share helpful resources in the form of Show Me the Steps topics. Ready to learn more about Subsidiary Processing? Click the button below to register today! Wednesday, August 27
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Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will explore tips and tricks related to Subsidiary Processing, and will share helpful resources in the form of Show Me the Steps topics. Ready to learn more about Subsidiary Processing? Click the button below to register today! Wednesday, August 27
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Compliance regulation can place a burden on small to mid-size credit unions. Did you know AuditLink offers a Daily Log Management service that can help your credit union save valuable time? AuditLink’s trained team assists over 130 credit unions across the country with reviews of cash logs, wire transfers, OFAC report reviews, employee account reviews,
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Join Nicole Cooper, Manager of Cards and Payments, for this month’s Learning Café! Nicole will host a discussion on debit cards and will cover maintenance-related items including phone numbers, address changes, and more. Click the button below to register today! Friday, December 27 2:00 PM – 3:00 PM ET Register Today Don’t forget: CU*Answers