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

2. Insert an arrow next to your favorite way to celebrate Memorial Day. Ice Breaker Beach Home Park

3. Focus of This Month’s Webinar: Remote Deposit Documentation Today we’ll look at the following two key pieces of remote deposit documentation: O “Remote Deposit Capture” brochure O “Promise Deposits” booklet This webinar will give you a general overview of remote deposit options. For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers.com.jbeauchamp@cuanswers.com

4. Please follow along in this webinar while I show you how to get there. Getting to the Documents Featured in Today’s Webinar

7. “Remote Deposit Capture” Brochure

9. Fun Fact In what year was remote deposit capture (RDC) first implemented by a financial institution? Insert an arrow in the box with the correct answer. 2009 1999 2003

10. In 2003, “First Tennessee Bank in Memphis was one of the first financial institutions to implement RDC.” (source: http://www.fdic.gov/regulations/examinations/supervisory/insights/sisum09/primer.html)http://www.fdic.gov/regulations/examinations/supervisory/insights/sisum09/primer.html Fun Fact Answer

11. Great job! You won a jar of homemade raspberry jam! Fun Fact Prize

12. “Remote Deposit Capture” Brochure

20. Why are there three different RDC options? Insert an arrow in the bubble with the right answer. To serve different kinds of members To accommodate different types of phones Because three is better than two Pop Quiz

21. Pop Quiz Answer The reason that there are three different RDC options is that credit unions need to serve different kinds of members.

22. Bravo! You’ve won a box of gourmet chocolates! Pop Quiz Prize

23. “Promise Deposits” Booklet

27. A member can make a promise deposit via: Scanner Credit union website It’s Me 247 Online Banking Insert an arrow in the bubble with the right answer. Pop Quiz

28. A member can make a Promise Deposit via It’s Me 247 Online Banking. Pop Quiz Answer

29. Way to go! You’ve won a fruit basket! Pop Quiz Answer

30. “Promise Deposits” Booklet

34. How can a credit union deny members access to Promise Deposits? Deny the member through Member Personal Banker. Don’t allow enrollment in online banking. Deny the enrollment request made through online banking. Insert an arrow in the bubble with the right answer. Pop Quiz

35. How can a credit union deny members access to Promise Deposits? All of these: O Don’t allow enrollment in online banking O Deny the member through Member Personal Banker O Deny the enrollment request made through online banking Pop Quiz Answer

36. Excellent! You’ve won a set of three gift cards! Pop Quiz Prize

37. “Promise Deposits” Booklet

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

41. Tricks of the Trade Documentation 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

42. Tricks of the Trade Documentation

44. 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 “Remote Deposit Capture” brochure: http://www.cuanswers.com/pdf/cb_ref/RDC.pdf http://www.cuanswers.com/pdf/cb_ref/RDC.pdf O “Promise Deposits” booklet: http://cuanswers.com/pdf/cb_ref/promise_deposits.pdf#20 13-04-12 http://cuanswers.com/pdf/cb_ref/promise_deposits.pdf#20 13-04-12 For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers.com.jbeauchamp@cuanswers.com See you at next month’s Tricks of the Trade webinar!