Welcome to the July Tricks of the Trade webinar!

1. Welcome to the July 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. What is Tricks of the Trade?

4. What is Tricks of the Trade?

5. 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

6. Focus of This Month’s Webinar:2013 Leadership Conference Today we’ll show review some key pieces of documentation from the 2013 Leadership Conference

7. Ice Breaker Insert an arrow next to your favorite summertime activity Hanging out at the beach Rising bikes Relaxing by a fire Gardening Grilling Taking a trip

8. 2013 Leadership Conference Page Please follow along in this webinar while I show you how to find this booklet.

9. 2013 Leadership Conference Page

10. 2013 Leadership Conference Page

11. Leadership Power Point Presentation

12. Leadership Power Point Presentation

13. Leadership Power Point Presentation

14. Leadership Conference Power Point Fun Fact How many credit unions were announced at Leadership as being part of the CU*Asterisk network? Insert an arrow in the box with the correct answer. 165 389 219

15. Leadership Conference Power Point Fun Fact Answer 219 There are currently 219 CU*BASE credit unions including 165 CU*Answers clients 25 CU*Northwest clients 25 CU*South clients Source: Slide 82 of the Leadership 2013 Power Point

16. Leadership Conference Power Point Fun Fact Prize Great job! You’ve won popcorn and tickets to the movie!

17. Making Ownership Real

18. Making Ownership Real

19. Making Ownership Real

20. Making Ownership Real

21. Making Ownership Real

22. Making Ownership Real

23. Making Ownership Real

24. Making Ownership Real Pop Quiz How can you or your credit union earn $1,000 and make “ownership real”? Insert an arrow in the bubble with the right answer. C Both A and B. A Read the submission guidelines on the cooperative score website B Submit your entry by May 1st, 2014.

25. Making Ownership Real Pop Quiz Answer C Read the entry rules on http://score.cuanswers.com/ownership/ and submit your entry by May 1st, 2014

26. Making Ownership Real Pop Quiz Prize Bravo! You’ve won a lot of candy!

27. Innovator Investment Grant Program

28. Innovator Investment Grant Program

29. Innovator Investment Grant Program

30. FEP-ING Video Preview Please follow along in this webinar while I show you how to find this booklet.

31. FEP-ING Video Preview

32. FEP-ING Video Preview

33. FEP-ING Video Preview

34. FEP-ING Video Preview Pop Quiz Which is coming first? FEP or ING? Insert an arrow in the square with the right answer. File Expansion Project (member balances) Improved New GOLD (GOLD Interface)

35. FEP-ING Video Preview Pop Quiz Answer ING (Improved New GOLD)

36. FEP-ING Video Preview Pop Quiz Prize Excellent! You’ve won a new beach ball

37. Other Leadership Materials

38. Other Leadership Materials

39. Other Leadership Materials

40. Webinar Wrap-Up Takeaways On the whiteboard: Write down your most valuable takeaway from today’s webinar.

41. Thank you for attending the July Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: • Leadership 2013 website: http://cuanswers.com/lc2013/ • Cooperative Score website: http://score.cuanswers.com/ownership/ • FEP-ING Kitchen page: http://www.cuanswers.com/kitchen/feping.php See you at next month’s Tricks of the Trade webinar!