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Welcome to the May Tricks of the Trade
webinar!
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!
What is Tricks of the Trade?
Tricks of the Trade
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
Tricks of the Trade
Insert an arrow next to your favorite
Memorial Day weekend activity.
Ice Breaker
Shopping
Parades and celebration
CampingGrilling
Walking in the rain
Traveling
Ice Breaker
Fun FactApproximately how many credit unions are already using FEP?
Insert an arrow in the box with the correct answer.
2
513
13Source: FEP planning documentation
Fun Fact Answer
Fun Fact Prize
The Writing Team
says you are
Number 1!
Focus of This Month’s Webinar:Mortgage Statements and FEP
Today we’ll review a variety of documentation resources.
Please follow along in this webinar while I show you how to find this page.
How to get to the CU*BASE Reference Page
How to get to the CU*BASE Reference Page
Mortgage Statements
Mortgage Statements
Mortgage Statements
Mortgage Statements
Under what letter do you find the Mortgage Statements booklet on the Reference PageInsert an arrow in the bubble with the right answer.
MFor Mortgage
SFor statements
LFor Lending
Pop Quiz
Mortgage Statements
Pop Quiz AnswerAnswer S – Statements
Mortgage Statements
Bravo! You’ve
won a hotdog
straight from
the grill!
Pop Quiz Prize
Mortgage Statements
Please follow along in this webinar while I show you how to find this page.
File Expansion Project (FEP) page
File Expansion Project (FEP) page
File Expansion Project (FEP) page
File Expansion Project (FEP) in 50 Words
File Expansion Project (FEP) in 50 Words
File Expansion Project (FEP) in 50 Words
File Expansion Project (FEP) in 50 Words
File Expansion Project (FEP) in 50 Words
How do you get to the FEP page?
Insert an arrow in the bubble with the right answer.
BFrom I am a Client page
AFrom the CU*BASE
Reference page
CBoth
Pop Quiz
File Expansion Project (FEP)
Pop Quiz Answer
Answer B: from “I am a Client” page
File Expansion Project (FEP)
File Expansion Project (FEP) page
Good work!
You have won
a pile of
chocolates!
Pop Quiz Prize
File Expansion Project (FEP) page
File Expansion Project (FEP)
File Expansion Project (FEP) – Answer Book
File Expansion Project (FEP) – Answer Book
File Expansion Project (FEP) – Video Recording
File Expansion Project (FEP) – Video Recording
File Expansion Project (FEP) – Video Recording
File Expansion Project (FEP)
File Expansion Project (FEP)
What is the largest impact that FEP will have at your credit union?
Member-Facing
ExperienceQueries
Insert an arrow in the square with the right answer.
Pop Quiz
Changes to
CU*BASE
File Expansion Project (FEP)
QueriesBut don’t worry, we have lots
of training and reference materials.
Pop Quiz Answer
File Expansion Project (FEP)
Pop Quiz Prize
The winner
gets a bright
and shiny
apple!
File Expansion Project (FEP)
What can I do before my conversion to FEP to learn more about Query and FEP’s impact?O Watch the video on the FEP pageO Check out the FEP Answer Book itemsO Check out the Power Point used in the video O Attend one of the Query classes in the
summerO Check out the FEP & Query “Cheat Sheet”O Check out the Query report with the 14.0
releaseO Start deleting unneeded Queries
File Expansion Project (FEP)
File Expansion Project (FEP)
File Expansion Project (FEP) – ALM Downloads
File Expansion Project (FEP) – ALM Downloads
File Expansion Project (FEP) – ALM Downloads
File Expansion Project (FEP) – ALM Downloads
File Expansion Project (FEP) – ALM Downloads
File Expansion Project (FEP) – ALM Downloads
TakeawaysOn the whiteboard:
Write down your most valuable takeaway from today’s webinar.
Webinar Wrap-Up
Thank you for attending the May Tricks of the Trade
webinar!For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar:
O http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_of_the_Trade30.pdf
O http://www.cuanswers.com/pdf/cb_ref/Mortgage_Statements.pdf
O http://www.cuanswers.com/kitchen/feping.php See you at next month’s Tricks of the Trade webinar!June 12, 3:30-4:00 PM ET
