1. 11.0 Release Training Online Credit Unions: April 17, 2011 CU*NorthWest/CU*South: May 9, 2011 Self Processing CUs: May 9 & 10, 2011 Posted: April 8, 2011

2. 5300 Call Report Ratios  Delinquent Loans/Total Loans  Fee & Other Operating Income/Average Assets  Loans/Assets  Members/Full Time Employees  Net Interest Margin  Net Operating Expense/Average Assets  Net Worth/Total Assets  Operating Expense/Gross Income  Return on Assets (ROA)  Salary and Benefits/Full Time Employees 2

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16. Open/Closed Dashboard  New Style of Dashboards – Select/View on Same Screen  New Analysis Tool – Get to the Answer – How does this year compare to last year? – Compare regular member to indirect member – Average PPM and Average SPM – Count and % of Email Address  Membership/Account Checklists – Provide standardized service-auditing tool 16

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41. PDF Exports  iText Sharp Required  Over 40 Dashboard and more to come! – New/Close Membership Dashboard – Channel Activity Summary – Collections Dashboard – Contingent Liability Trend Summary – Fee/Waiver Dashboard – Tiered Services Comparison – NSF Statistics Dashboard 41

42. New Employee Security Tracking Tools  Security Maintenance File (SECMAINT)  Dashboard and Report  New Employee Security Tools 42

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59. Adjust 90 Day Delinquency 59

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72. Available Balance Information on Secondary Transaction Description 72

73. Cash Back Calculator 73

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82. ATM Surcharge Rebate  ATM Surcharge Routine  By Dividend Application  Qualified Dividends 82

83. Member Navigation in It’s Me 247  Helpful links in e-Notices  Tiered Services Enhancements 83

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87. E-Alerts Enhancements 87

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96. Certificate Enhancements  Principal Distribution Certificates  Bump Rate Certificates 96

97. Opt In/Opt Out  Moved “Allow member” from OPER  Customized Text 97

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99. On Demand FinCEN Scan  Now in CU*BASE  Upload privileges needed 99

100. Additional Screen Changes  Collections Summary  ATM/Debit Sort 100

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103. ProDOC  Smart Scanning  Dual CU*BASE/ProDOC Sign-on – Naming convention used - johns_cua0860 with Teller permissions – Make edits to permissions as needed, clean up old user IDs – Items archived under this ID – Going forward single sign-on generate ProDOC ID, but password system generated. Use Admin to reset password if needed for archive (including archived loan/membership forms) 103

104. And more…  Enhancements for Deposit Item Fees  Shared Branch Configuration – Inquiry/Phone Operator separation  Secondary transfer description on both accounts via online banking transfer  Credit unions can select to never expire online banking passwords 104

105. And more…  Controls for ending ballot early  Lowest and highest statistics – Teller Activity Day of Month  View-only loan configuration screens  360 rules for ACH payments  Collections Summary Inquiry shows total delinquent accounts 105

106. And more…  SECNAMES EOM file  Remitter on corporate check stub  Online banking username from Phone and Inquiry 106

107. Questions? 107  How can I share this information at my credit union to further train staff?

108. Digging Deeper  Resources available – http://www.cuanswers.com/client_reference.php for CU*BASE reference materials http://www.cuanswers.com/client_reference.php – http://www.cuanswers.com/client_reference_itsme.php for It’s Me 247 reference materials http://www.cuanswers.com/client_reference_itsme.php – http://www.cuanswers.com/doc/gold/gold.htm for CU*BASE GOLD online help http://www.cuanswers.com/doc/gold/gold.htm 108

109. Thank you for attending! 109