welcome to the february tricks of the trade webinar!

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Welcome to the February Tricks of the Trade webinar!

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Welcome to the February Tricks of the Trade webinar!. What is Tricks of the Trade?. From brochures to booklets, From charts to checklists, From flyers to forms, - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Welcome to the                                         February  Tricks of the Trade webinar!

Welcome to the February Tricks of the Trade

webinar!

Page 2: Welcome to the                                         February  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?

Page 3: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 4: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 5: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 6: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 7: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 8: Welcome to the                                         February  Tricks of the Trade webinar!

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

Page 9: Welcome to the                                         February  Tricks of the Trade webinar!

What is Tricks of the Trade?

Page 10: Welcome to the                                         February  Tricks of the Trade webinar!

Insert an arrow next to your favorite picture.

Ice Breaker

One HeartChocolate Heart

Red Velvet CakeCrazy Heart

Many hearts

Calendar

Page 11: Welcome to the                                         February  Tricks of the Trade webinar!

Fun FactHow many boxes of chocolate are sold on Valentine’s Day?

Insert an arrow in the box with the correct answer.

58 millionpounds

38 million pounds 48 million pounds

Featuring February’s Top Picks

Page 13: Welcome to the                                         February  Tricks of the Trade webinar!

Great job! Yum! Here’s some more!

Fun Fact PrizeFeaturing February’s Top Picks

Page 14: Welcome to the                                         February  Tricks of the Trade webinar!

Focus of This Month’s Webinar:February Picks – Variety Pack

Today we’ll review a variety of documentation resources.

Page 15: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 16: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 17: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 18: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 19: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 20: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 21: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 22: Welcome to the                                         February  Tricks of the Trade webinar!

PDF Export Brochure

Page 23: Welcome to the                                         February  Tricks of the Trade webinar!

Auditing Employee Access

Page 24: Welcome to the                                         February  Tricks of the Trade webinar!

Auditing Employee Access

Page 25: Welcome to the                                         February  Tricks of the Trade webinar!

Auditing Employee Access

Page 26: Welcome to the                                         February  Tricks of the Trade webinar!

Auditing Employee Access

Page 27: Welcome to the                                         February  Tricks of the Trade webinar!

Which answer is not correct?

Insert an arrow in the bubble with the right answer.

BCU*Answers

pricing is more expensive.

AThe form to

purchase the software is on

the last page of the brochure.

CFax the form to

the number provided on the

form.

Pop QuizFebruary Top Picks

Page 28: Welcome to the                                         February  Tricks of the Trade webinar!

Pop Quiz AnswerAnswer C

CU*Answers has purchased a block of licenses and are selling them at a reduced rate.

February Top Picks

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Bravo! You’ve won a hot cinnamon

bun.

Pop Quiz PrizeFebruary Top Picks

Page 30: Welcome to the                                         February  Tricks of the Trade webinar!

Online Ballots

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Online Ballot

Page 32: Welcome to the                                         February  Tricks of the Trade webinar!

Online Ballot

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Online Ballot

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Online Ballot

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Online Ballot

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Online Ballot

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Can a member cast their vote both online and in a branch?

NoYes

Insert an arrow in the square with the right answer.

Pop QuizFebruary Top Picks

Page 38: Welcome to the                                         February  Tricks of the Trade webinar!

Yes, a member can cast a vote online and an employee can assist a member with

voting in CU*BASE.

Pop Quiz Answer

February Top Picks

Page 39: Welcome to the                                         February  Tricks of the Trade webinar!

Pop Quiz PrizeExcellent!

You’ve won a juicy

hamburger!

February Top Picks

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Communication with Members

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Communication with Members

Page 42: Welcome to the                                         February  Tricks of the Trade webinar!

Communication with Members

Page 43: Welcome to the                                         February  Tricks of the Trade webinar!

Communication with Members

Page 44: Welcome to the                                         February  Tricks of the Trade webinar!

Communication with Members

Page 45: Welcome to the                                         February  Tricks of the Trade webinar!

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

Webinar Wrap-Up

Page 46: Welcome to the                                         February  Tricks of the Trade webinar!

Thank you for attending the February 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_Trade27.pdf

O http://www.cuanswers.com/pdf/cb_ref/pdf_export.pdfO https://kb.cuanswers.com/cuanswers/ext/

kbdetail.aspx?kbid=3924O http://www.cuanswers.com/pdf/cb_ref/

DCEmpSecurity.pdf O http://www.cuanswers.com/pdf/cb_ref/onlineballot.pdfO http://www.cuanswers.com/pdf/cb_ref/

communication_with_members.pdf See you at next month’s Tricks of the Trade webinar!