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Welcome to the April Tricks of the Trade webinar!.

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Presentation on theme: "Welcome to the April Tricks of the Trade webinar!."— Presentation transcript:

1 Welcome to the April 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 April Tricks of the Trade

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5 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

6 April Tricks of the Trade

7 Insert an arrow next to your favorite sign of spring. Ice Breaker Lawn mowing Walks outside Cherry blossoms Baseball Robin Gardening

8 Ice Breaker

9 Fun Fact We are currently starting the FEP BETA. What does FEP stand for? Insert an arrow in the box with the correct answer. File Extra Project File Expansion Project Funny Egg Project April Fun Fact

10 File Expansion Project Source: Kitchen Fun Fact Answer April Fun Fact

11 Fun Fact Prize April Fun Fact The Writing Team says you are Number 1!

12 Focus of This Month’s Webinar: Auditing Documentation Today we’ll review a variety of documentation resources.

13 Please follow along in this webinar while I show you how to find this page. How to get to the Our Favorite Dashboards and Reports page

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16 Our Favorite Dashboards and Reports page

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20 My Favorite Auditing and Compliance Dashboards and Reports

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31 Where do you find the Our Favorite Dashboards and Reports page? Insert an arrow in the bubble with the right answer. B From the current issue of Tricks of the Trade A On the CU*BASE Reference Page C Both Pop Quiz My Favorite Audit and Compliance Dashboards and Reports brochure

32 Pop Quiz Answer Answer C -Both My Favorite Audit and Compliance Dashboards and Reports brochure

33 Bravo! You’ve won a hotdog and a soda at the ballpark! Pop Quiz Prize My Favorite Audit and Compliance Dashboards and Reports brochure

34 CU*BASE and the FFIEC Supplement to Authentication in an Internet Environment

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42 Show Me the Steps – High Risk Accounts

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46 How can you access a listing of the audit-related Show Me the Steps directions Click “Contents” on the top bar of Show me the Steps Click “Browse” on the top bar of Show me the Steps Insert an arrow in the square with the right answer. Pop Quiz Show Me the Steps – High Risk Accounts Click “Search” on the top bar of Show me the Steps

47 All 3 (Contents) Pop Quiz Answer Show Me the Steps – High Risk Accounts

48 All 3 (Search) Pop Quiz Answer Show Me the Steps – High Risk Accounts

49 All 3 (Browse) Pop Quiz Answer Show Me the Steps – High Risk Accounts

50 Pop Quiz Prize Everyone who participated wins! Show Me the Steps – High Risk Accounts

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

52 Thank you for attending the April 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_Trade29.pdf http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_ of_the_Trade29.pdf O http://www.cuanswers.com/client_fav_reports.php http://www.cuanswers.com/client_fav_reports.php O http://www.cuanswers.com/pdf/fav_reports/MyFavoriteA udit.pdf http://www.cuanswers.com/pdf/fav_reports/MyFavoriteA udit.pdf O http://www.cuanswers.com/pdf/security/CUBASE_FFIEC_ Supplement.pdf http://www.cuanswers.com/pdf/security/CUBASE_FFIEC_ Supplement.pdf O http://www.cuanswers.com/doc/stepbystep/stepbystep. htm#High_Risk_Accounts.htm http://www.cuanswers.com/doc/stepbystep/stepbystep. htm#High_Risk_Accounts.htm See you at next month’s Tricks of the Trade webinar!


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