disney

education topics banner

5300 Call Report Automation

In this session, attendees will review the setup of the 5300 Call Report, as well as focus on creating the 5300 file, uploading it to the NCUA, and more.
Presenter: Ted Hoover

Sharetec Tips & Tricks
In this session, Ted unlocks his vault full of Sharetec tips and tricks to help you work smarter, not harder.  Tips & tricks span across all Sharetec workspaces.
Presenter: Ted Hoover

Audit Reporting & Security
In this session attendees will learn to use menu permissions to restrict user access to Sharetec workspace menus, as well as ways to monitor your credit union’s overrides more efficiently.
Presenter: Lorry Bernier

Accounting 101
Budgets, custom financials, and offages – Oh my! In this session attendees will learn to simplify reporting and troubleshoot offages.
Presenter: Audra Schoenauer

There’s a Report for That
Are you working with asset liability management and liquidity? There’s a report for that. Analyzing branch activity? There’s a report for that too. In fact, Sharetec is loaded with reports to assist with your daily credit union tasks. Join this session to see the reports you have been missing!
Presenter: Kari Rager

Leveraging the Core for Marketing
There are many marketing opportunities located within Sharetec and this class will guide you through them. Attendees will learn where to find these outlets and how to manipulate them to meet the credit union’s marketing needs.
Presenter: Megan Skorick

5 Do’s and Don’ts of Business Lending
Have available liquidity and looking for a way to boost return on assets? Business lending is one way to get there. Since regulators allowed CU business lending over 15 years ago it has become a nice supplement to existing business lines. Business lending may not be a good fit for every credit union - join our discussion to learn more about the Do's and Don'ts of this option.
Presenter: Jay Malcolm

What’s New in V10
More info to come.
Presenter: Antoya Green

Tuesday’s Roundtable: Topic TBA
One of the most valuable aspects of attending the Sharetec Users Conference is the opportunity to network with fellow Sharetec users from across the country and beyond. Join fellow attendees for a roundtable session to discuss issues facing credit unions today. (Note: This is a one-time session.)
Moderators: Vance Lawson, Paul Stevens, Bob Campolito, and Rich Cook

Wednesday’s Roundtable: Topic TBA
One of the most valuable aspects of attending the Sharetec Users Conference is the opportunity to network with fellow Sharetec users from across the country and beyond. Join fellow attendees for a roundtable session to discuss issues facing credit unions. (Note: This is a one-time session.)
Moderators: Vance Lawson, Paul Stevens, Bob Campolito, and Rich Cook

Stay tuned for more breakout session information coming soon from our partners – Allied Payment Network, LKCS, nCino, Epson America, and more!

Classes are subject to change without notice.