1. Welcome to the May 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?

3. Tricks of the Trade

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

5. Tricks of the Trade

6. Insert an arrow next to your favorite Memorial Day weekend activity. Ice Breaker Shopping Parades and celebration Camping Grilling Walking in the rain Traveling

7. Ice Breaker

8. Fun Fact Approximately how many credit unions are already using FEP? Insert an arrow in the box with the correct answer. 2 5 13

9. Source: FEP planning documentation Fun Fact Answer

10. Fun Fact Prize The Writing Team says you are Number 1!

11. Focus of This Month’s Webinar: Mortgage Statements and FEP Today we’ll review a variety of documentation resources.

12. Please follow along in this webinar while I show you how to find this page. How to get to the CU*BASE Reference Page

14. Mortgage Statements

18. Under what letter do you find the Mortgage Statements booklet on the Reference Page Insert an arrow in the bubble with the right answer. M For Mortgage S For statements L For Lending Pop Quiz Mortgage Statements

19. Pop Quiz Answer Answer S – Statements Mortgage Statements

20. Bravo! You’ve won a hotdog straight from the grill! Pop Quiz Prize Mortgage Statements

21. Please follow along in this webinar while I show you how to find this page. File Expansion Project (FEP) page

24. File Expansion Project (FEP) in 50 Words

29. How do you get to the FEP page? Insert an arrow in the bubble with the right answer. B From I am a Client page A From the CU*BASE Reference page C Both Pop Quiz File Expansion Project (FEP)

30. Pop Quiz Answer Answer B: from “I am a Client” page File Expansion Project (FEP)

31. File Expansion Project (FEP) page

32. Good work! You have won a pile of chocolates! Pop Quiz Prize File Expansion Project (FEP) page

33. File Expansion Project (FEP)

34. File Expansion Project (FEP) – Answer Book

36. File Expansion Project (FEP) – Video Recording

39. File Expansion Project (FEP)

41. What is the largest impact that FEP will have at your credit union? Member-Facing Experience Queries Insert an arrow in the square with the right answer. Pop Quiz Changes to CU*BASE File Expansion Project (FEP)

42. Queries But don’t worry, we have lots of training and reference materials. Pop Quiz Answer File Expansion Project (FEP)

43. Pop Quiz Prize The winner gets a bright and shiny apple! File Expansion Project (FEP)

44. What can I do before my conversion to FEP to learn more about Query and FEP’s impact? O Watch the video on the FEP page O Check out the FEP Answer Book items O Check out the Power Point used in the video O Attend one of the Query classes in the summer O Check out the FEP & Query “Cheat Sheet” O Check out the Query report with the 14.0 release O Start deleting unneeded Queries File Expansion Project (FEP)

46. File Expansion Project (FEP) – ALM Downloads

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

53. Thank you for attending the May 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_Trade30.pdf http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_ of_the_Trade30.pdf O http://www.cuanswers.com/pdf/cb_ref/Mortgage_State ments.pdf http://www.cuanswers.com/pdf/cb_ref/Mortgage_State ments.pdf O http://www.cuanswers.com/kitchen/feping.php http://www.cuanswers.com/kitchen/feping.php See you at next month’s Tricks of the Trade webinar! June 12, 3:30-4:00 PM ET