welcome to the september tricks of the trade webinar!

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Welcome to the September Tricks of the Trade webinar!

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

Welcome to the September Tricks of the

Tradewebinar!

Page 2: Welcome to the September 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 September Tricks of the Trade webinar!

What is Tricks of the Trade?

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

What is Tricks of the Trade?

Page 5: Welcome to the September 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 6: Welcome to the September Tricks of the Trade webinar!

Focus of This Month’s Webinar:Gems of Tricks of the Trade

Today we’ll be looking back through previous issues of Tricks of the Trade to find some gems you do not want to miss!

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

Insert an arrow next to your favorite fall

time activity.

Ice Breaker

Color tourEating apple pie

Going for walks

Carving

pumpkins

Picking applesRaking leaves

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

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

Gems of Tricks of the Trade

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

Gems of Tricks of the Trade

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

Gems of Tricks of the Trade

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

Fun FactHow many the Tricks of the Trade webinars have there been? (This does not count today’s webinar.)

Insert an arrow in the box with the correct answer.

7

6 3

Gems of Tricks of the Trade

Page 12: Welcome to the September Tricks of the Trade webinar!

7Source: The Tricks of the Trade page:

http://www.cuanswers.com/tricks_of_trade.php

Fun Fact AnswerGems of Tricks of the Trade

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

Great job!

You’ve won

ride in a hot

air balloon!

Fun Fact PrizeGems of Tricks of the Trade

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

Tricks of the Trade #125300 Call Report Documentation

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

Tricks of the Trade #125300 Call Report Documentation

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

Tricks of the Trade #125300 Call Report Documentation

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

Tricks of the Trade #125300 Call Report Documentation

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

Under what letter is the 5300 Call Report documentation listed on the Reference Page?Insert an arrow in the bubble with the right answer.

BUnder

“C” for “Call Report”

AUnder “F” for

“5300”

CBoth A and B.

Pop QuizTricks of the Trade

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

Pop Quiz Answer

Answer B Under “C” for “Call Report”.

Tricks of the Trade #125300 Call Report Documentation

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

Bravo! You’ve

won a

cinnamon

bun, hot out

of the oven!

Pop Quiz Prize

Tricks of the Trade #125300 Call Report Documentation

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

Tricks of the Trade #11Tools for New Employees

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

Tricks of the Trade #11Tools for New Employees

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

Tricks of the Trade #11Tools for New Employees

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

Tricks of the Trade – Show Me the Steps Research Tools

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

Tricks of the Trade – Show Me the Steps Research Tools

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

Tricks of the Trade – Show Me the Steps Research Tools

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

What workbook series can be used to train new employees?

New Employee Trainer

Exercises for

Success

Insert an arrow in the square with the right answer.

Pop QuizGems of Tricks of the Trade

Page 29: Welcome to the September Tricks of the Trade webinar!

Exercises for Success

Pop Quiz Answer

Gems of Tricks of the Trade

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Pop Quiz PrizeGems of Tricks of the Trade

Excellent!

You’ve some

funky name

tags

Page 31: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #3 – Report Builder: Canned Queries and Files

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

Tricks of the Trade #3 – Report Builder: Canned Queries and Files

Page 33: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #3 – Report Builder: Canned Queries and Files

Page 34: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #3 – Report Builder: Canned Queries and Files

Page 35: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #3 – Report Builder: Canned Queries and Files

Page 36: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #1Getting where you need to be

Page 37: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #1Getting where you need to be

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

Tricks of the Trade #1Getting where you need to be

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

Tricks of the Trade #1Getting where you need to be

Page 40: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #1Getting where you need to be

Page 41: Welcome to the September Tricks of the Trade webinar!

Tricks of the Trade #1Getting where you need to be

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

TakeawaysOn the whiteboard:

Write down your most valuable takeaway from today’s webinar.

Webinar Wrap-Up

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

Thank you for attending the September Tricks of the Trade

webinar!For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar:

O Tricks of the Trade #22 - Gems of Tricks of the TradeO Tricks of the Trade #12 – 5300 Call Report documentati

onO Tricks of the Trade #11 – Tools for new employeesO Tricks of the Trade #6 – Show Me the Steps research t

oolsO Tricks of the Trade #3 – Report Builder: Canned Querie

s and filesO Tricks of the Trade #1 – Getting where you need to be

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