welcome to the july tricks of the trade webinar!

Welcome to the July 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?

What is Tricks of the Trade?

What is 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

Focus of This Month’s Webinar:2013 Leadership Conference

Today we’ll show review some key pieces of documentation from the 2013 Leadership Conference

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

Please follow along in this webinar while I show you how to find this booklet.

2013 Leadership Conference Page

2013 Leadership Conference Page

2013 Leadership Conference Page

Leadership Power Point Presentation

Leadership Power Point Presentation

Leadership Power Point Presentation

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.

219165 389

Leadership Conference Power Point

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

Great job! You’ve won popcorn and tickets to the

movie!

Fun Fact PrizeLeadership Conference Power Point

Making Ownership Real

Making Ownership Real

Making Ownership Real

Making Ownership Real

Making Ownership Real

Making Ownership Real

Making Ownership Real

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

Pop Quiz AnswerC

Read the entry rules on http://score.cuanswers.com/ownership/

and submit your entry by May 1st, 2014

Making Ownership Real

Bravo! You’ve won a lot of

candy!

Pop Quiz PrizeMaking Ownership Real

Innovator Investment Grant Program

Innovator Investment Grant Program

Innovator Investment Grant Program

Please follow along in this webinar while I show you how to find this booklet.

FEP-ING Video Preview

FEP-ING Video Preview

FEP-ING Video Preview

FEP-ING Video Preview

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

ING (Improved New GOLD)

Pop Quiz Answer

FEP-ING Video Preview

Pop Quiz PrizeFEP-ING Video Preview

Excellent! You’ve won a

new beach ball

Other Leadership Materials

Other Leadership Materials

Other Leadership Materials

TakeawaysOn the whiteboard:Write down your most valuable takeaway from today’s webinar.

Webinar Wrap-Up

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!