Welcome to the July Tricks of the Trade webinar!.
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Transcript of Welcome to the July Tricks of the Trade webinar!.
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Welcome to the July Tricks of the Trade
webinar!
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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?
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What is Tricks of the Trade?
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What is Tricks of the Trade?
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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
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Focus of This Month’s Webinar:2013 Leadership Conference
Today we’ll show review some key pieces of documentation from the 2013 Leadership Conference
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Insert an arrow next to your favorite
summertime activity
Ice Breaker
Grilling Taking a tripGardening
Hanging out at the
beach Relaxing by a fireRising bikes
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Please follow along in this webinar while I show you how to find this booklet.
2013 Leadership Conference Page
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2013 Leadership Conference Page
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2013 Leadership Conference Page
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Leadership Power Point Presentation
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Leadership Power Point Presentation
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Leadership Power Point Presentation
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Fun FactHow 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.
219
165 389
Leadership Conference Power Point
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219There are currently 219 CU*BASE credit unions including
165 CU*Answers clients25 CU*Northwest clients
25 CU*South clients
Source: Slide 82 of the Leadership 2013 Power Point
Fun Fact AnswerLeadership Conference Power Point
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Great job!
You’ve won
popcorn and
tickets to the
movie!
Fun Fact PrizeLeadership Conference Power Point
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Making Ownership Real
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Making Ownership Real
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Making Ownership Real
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Making Ownership Real
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Making Ownership Real
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Making Ownership Real
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Making Ownership Real
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How can you or your credit union earn $1,000 and make “ownership real”?
Insert an arrow in the bubble with the right answer.
BSubmit your entry by May
1st, 2014.
ARead the
submission guidelines on
the cooperative score website
CBoth A and B.
Pop QuizMaking Ownership Real
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Pop Quiz Answer
CRead the entry rules on http://score.cuanswers.com
/ownership/and submit your entry by May 1st, 2014
Making Ownership Real
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Bravo! You’ve
won a lot of
candy!
Pop Quiz Prize
Making Ownership Real
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Innovator Investment Grant Program
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Innovator Investment Grant Program
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Innovator Investment Grant Program
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Please follow along in this webinar while I show you how to find this booklet.
FEP-ING Video Preview
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FEP-ING Video Preview
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FEP-ING Video Preview
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FEP-ING Video Preview
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Which is coming first? FEP or ING?
Improved New GOLD (GOLD Interface)
File Expansion
Project (member
balances)
Insert an arrow in the square with the right answer.
Pop QuizFEP-ING Video Preview
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ING (Improved New GOLD)
Pop Quiz Answer
FEP-ING Video Preview
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Pop Quiz PrizeFEP-ING Video Preview
Excellent!
You’ve won a
new beach
ball
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Other Leadership Materials
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Other Leadership Materials
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Other Leadership Materials
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TakeawaysOn the whiteboard:
Write down your most valuable takeaway from today’s webinar.
Webinar Wrap-Up
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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:
O Leadership 2013 website: http://cuanswers.com/lc2013/
O Cooperative Score website: http://score.cuanswers.com/ownership/
O FEP-ING Kitchen page: http://www.cuanswers.com/kitchen/feping.php
See you at next month’s Tricks of the Trade webinar!