Wi Welcome to the SOUTHERN CALIFORNIA REGIONAL EVENT ‘18  

Keep it simple, keep it quick and be authentic! https://prezi.com/view/LYEP7jRNJdTWpX2Hyx7k/ Best practice and effective member communication Link to Presentation: Xtend

What’s Coming in Development Release 18.03 & 18.06

Release 18.03 – March 2018 It’s me 247 enhancements Security Transfer control “see” functionality ‘temp to perm’ processing with Vantiv Qualified dividends for savings accounts

Release 18.06 – june 2018 Qualified dividend enhancements Dashboards Analytics Card control part 1

Staying in the know… The Kitchen Release planning Page Release Summaries Tricks of the trade

Project Management, Data analytics & Member communication

Project management Helping you stay on task and on target Becoming a member of your team

Data Analytics Finding the answers to the questions you have Helping you make informed decisions

Member communication Are you talking to your members... Offering a new service? Rolled out a new product?

Thank you for attending the SOUTHERN CALIFORNIA REGIONAL EVENT ‘18