1. Welcome to the August Tricks of the Trade webinar!

2. 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?

5. Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php http://cuanswers.com/tricks_of_trade.php

6. Focus of This Month’s Webinar: Grand Re-Opening of 2012 Today we’ll show some key pieces of documentation covering the top 10 enhancements of 2012.

7. Insert an arrow next to your favorite Labor Day food. Ice Breaker Fresh tomatoes Watermellon Hamburger Yummy squash Toasted marshmellow Apple pie

8. Please follow along in this webinar while I show you how to find this brochure. Top Ten Software Enhancements of 2012

13. Fun Fact How many of the top 10 software enhancements for 2012 require credit union activation? Insert an arrow in the box with the correct answer. 6 3 8 Top Ten Software Enhancements of 2012

14. 6 Source: The Writing Team! Fun Fact Answer Top Ten Software Enhancements of 2012

15. Great job! You’ve won a trip to Las Vegas! Fun Fact Prize Top Ten Software Enhancements of 2012

16. Mobile Web Bill Pay for EasyPay by Fiserv

20. Automated Reports and Queries

22. Enterprise Risk Management (ERM) Tools

24. Where can you access the “Top 10 Software Enhancements of 2012” brochure Insert an arrow in the bubble with the right answer. B At the top of the CU*BASE Reference Page A On the Client News page (I am a Client) C Both A and B. Pop Quiz Top Ten Software Enhancements of 2012

25. Pop Quiz Answer C Both of these locations have a link to the brochure Top Ten Software Enhancements of 2012

26. Bravo! You’ve won a crisp freshly-picked apple! Pop Quiz Prize Top Ten Software Enhancements of 2012

27. See/Jump Controls for “It’s Me 247”

29. New Retention and Concentration Risk Dashboards

32. What feature in help did I just use to find documentation on the new dashboards? Table of Contents Search Insert an arrow in the square with the right answer. Pop Quiz Top Ten Software Enhancements of 2012

33. The Search feature in Online Help was used to find documentation (Table of Contents was used to find the ERM documentation) Pop Quiz Answer Top Ten Software Enhancements of 2012

34. Pop Quiz Prize Top Ten Software Enhancements of 2012 Excellent! You’ve some yummy chocolates!

35. Abnormal Activity Monitoring

37. Credit Score History Dashboard

39. Teller Currently Serving

41. Smart Messages Promos via “It’s Me 247”

43. Takeaways On the whiteboard: Write down your most valuable takeaway from today’s webinar. Webinar Wrap-Up

44. Thank you for attending the August Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: O Top Ten Software Enhancements of 2012: http://www.cuanswers.com/pdf/cb_ref/Top_10_software_2 012.pdf http://www.cuanswers.com/pdf/cb_ref/Top_10_software_2 012.pdf O CU*BASE Reference Page http://www.cuanswers.com/client_reference.php http://www.cuanswers.com/client_reference.php O CU*BASE Online Help http://www.cuanswers.com/doc/gold/gold.htm http://www.cuanswers.com/doc/gold/gold.htm See you at next month’s Tricks of the Trade webinar!