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Welcome to the May Tricks of the Trade webinar!

Welcome to the May Tricks of the Trade webinar!. What is Tricks of the Trade?. From brochures to booklets, From charts to checklists, From flyers to forms,

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Welcome to the May Tricks of the Trade webinar!

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  1. Welcome to the May Tricks of the Trade webinar!

  2. What is Tricks of the Trade? From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!

  3. Tricks of the Trade

  4. What is Tricks of the Trade? Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php

  5. Tricks of the Trade

  6. Ice Breaker Insert an arrow next to your favorite Memorial Day weekend activity. Grilling Camping Traveling Shopping Walking in the rain Parades and celebration

  7. Ice Breaker

  8. Fun Fact Approximately how many credit unions are already using FEP? Insert an arrow in the box with the correct answer. 5 13 2

  9. Fun Fact Answer 13 Source: FEP planning documentation

  10. Fun Fact Prize The Writing Team says you are Number 1!

  11. Focus of This Month’s Webinar:Mortgage Statements and FEP Today we’ll review a variety of documentation resources.

  12. How to get to the CU*BASE Reference Page Please follow along in this webinar while I show you how to find this page.

  13. How to get to the CU*BASE Reference Page

  14. Mortgage Statements

  15. Mortgage Statements

  16. Mortgage Statements

  17. Mortgage Statements

  18. Mortgage Statements Pop Quiz Under what letter do you find the Mortgage Statements booklet on the Reference Page Insert an arrow in the bubble with the right answer. L For Lending S For statements M For Mortgage

  19. Mortgage Statements Pop Quiz Answer Answer S – Statements

  20. Mortgage Statements Pop Quiz Prize Bravo! You’ve won a hotdog straight from the grill!

  21. File Expansion Project (FEP) page Please follow along in this webinar while I show you how to find this page.

  22. File Expansion Project (FEP) page

  23. File Expansion Project (FEP) page

  24. File Expansion Project (FEP) in 50 Words

  25. File Expansion Project (FEP) in 50 Words

  26. File Expansion Project (FEP) in 50 Words

  27. File Expansion Project (FEP) in 50 Words

  28. File Expansion Project (FEP) in 50 Words

  29. File Expansion Project (FEP) Pop Quiz How do you get to the FEP page? Insert an arrow in the bubble with the right answer. C Both A From the CU*BASE Reference page B From I am a Client page

  30. File Expansion Project (FEP) Pop Quiz Answer Answer B: from “I am a Client” page

  31. File Expansion Project (FEP) page

  32. File Expansion Project (FEP) page Pop Quiz Prize Good work! You have won a pile of chocolates!

  33. File Expansion Project (FEP)

  34. File Expansion Project (FEP) – Answer Book

  35. File Expansion Project (FEP) – Answer Book

  36. File Expansion Project (FEP) – Video Recording

  37. File Expansion Project (FEP) – Video Recording

  38. File Expansion Project (FEP) – Video Recording

  39. File Expansion Project (FEP)

  40. File Expansion Project (FEP)

  41. File Expansion Project (FEP) Pop Quiz What is the largest impact that FEP will have at your credit union? Insert an arrow in the square with the right answer. Changes to CU*BASE Queries Member-Facing Experience

  42. File Expansion Project (FEP) Pop Quiz Answer Queries But don’t worry, we have lots of training and reference materials.

  43. File Expansion Project (FEP) Pop Quiz Prize The winner gets a bright and shiny apple!

  44. File Expansion Project (FEP) What can I do before my conversion to FEP to learn more about Query and FEP’s impact? • Watch the video on the FEP page • Check out the FEP Answer Book items • Check out the Power Point used in the video • Attend one of the Query classes in the summer • Check out the FEP & Query “Cheat Sheet” • Check out the Query report with the 14.0 release • Start deleting unneeded Queries

  45. File Expansion Project (FEP)

  46. File Expansion Project (FEP) – ALM Downloads

  47. File Expansion Project (FEP) – ALM Downloads

  48. File Expansion Project (FEP) – ALM Downloads

  49. File Expansion Project (FEP) – ALM Downloads

  50. File Expansion Project (FEP) – ALM Downloads

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