1. Welcome to the July 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?

5. 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. Focus of This Month’s Webinar: 2013 Leadership Conference Today we’ll show review some key pieces of documentation from the 2013 Leadership Conference

7. Insert an arrow next to your favorite summertime activity Ice Breaker Grilling Taking a trip Gardening Hanging out at the beach Relaxing by a fire Rising bikes

8. Please follow along in this webinar while I show you how to find this booklet. 2013 Leadership Conference Page

11. Leadership Power Point Presentation

14. Fun Fact How many credit unions were announced at Leadership as being part of the CU*Asterisk network? Insert an arrow in the box with the correct answer. 219 165 389 Leadership Conference Power Point

15. 219 There are currently 219 CU*BASE credit unions including 165 CU*Answers clients 25 CU*Northwest clients 25 CU*South clients Source: Slide 82 of the Leadership 2013 Power Point Fun Fact Answer Leadership Conference Power Point

16. Great job! You’ve won popcorn and tickets to the movie! Fun Fact Prize Leadership Conference Power Point

17. Making Ownership Real

24. How can you or your credit union earn $1,000 and make “ownership real”? Insert an arrow in the bubble with the right answer. B Submit your entry by May 1 st, 2014. A Read the submission guidelines on the cooperative score website C Both A and B. Pop Quiz Making Ownership Real

25. Pop Quiz Answer C Read the entry rules on http://score.cuanswers.com/ownership/ http://score.cuanswers.com/ownership/ and submit your entry by May 1 st, 2014 Making Ownership Real

26. Bravo! You’ve won a lot of candy! Pop Quiz Prize Making Ownership Real

27. Innovator Investment Grant Program

30. Please follow along in this webinar while I show you how to find this booklet. FEP-ING Video Preview

34. Which is coming first? FEP or ING? Improved New GOLD (GOLD Interface) File Expansion Project (member balances) Insert an arrow in the square with the right answer. Pop Quiz FEP-ING Video Preview

35. ING (Improved New GOLD) Pop Quiz Answer FEP-ING Video Preview

36. Pop Quiz Prize FEP-ING Video Preview Excellent! You’ve won a new beach ball

37. Other Leadership Materials

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

41. Thank you for attending the July Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: O Leadership 2013 website: http://cuanswers.com/lc2013/http://cuanswers.com/lc2013/ O Cooperative Score website: http://score.cuanswers.com/ownership/ http://score.cuanswers.com/ownership/ O FEP-ING Kitchen page: 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!