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Welcome to the April Tricks of the Trade webinar!

Welcome to the April Tricks of the Trade webinar!

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Page 1: Welcome to the April Tricks of the Trade webinar!

Welcome to the April Tricks of the Trade

webinar!

Page 2: Welcome to the April Tricks of the Trade webinar!

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?

Page 3: Welcome to the April Tricks of the Trade webinar!

April Tricks of the Trade

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April Tricks of the Trade

Page 5: Welcome to the April Tricks of the Trade webinar!

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

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April Tricks of the Trade

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Insert an arrow next to your favorite

sign of spring.

Ice Breaker

Lawn mowingWalks outside

Cherry blossomsBaseball

Robin

Gardening

Page 8: Welcome to the April Tricks of the Trade webinar!

Ice Breaker

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Fun FactWe 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

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File Expansion Project

Source: Kitchen

Fun Fact AnswerApril Fun Fact

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Fun Fact PrizeApril Fun Fact

The Writing Team

says you are

Number 1!

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Focus of This Month’s Webinar:Auditing Documentation

Today we’ll review a variety of documentation resources.

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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

Page 14: Welcome to the April Tricks of the Trade webinar!

How to get to the Our Favorite Dashboards and Reports page

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How to get to the Our Favorite Dashboards and Reports page

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Our Favorite Dashboards and Reports page

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Our Favorite Dashboards and Reports page

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Our Favorite Dashboards and Reports page

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Our Favorite Dashboards and Reports page

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My Favorite Auditing and Compliance Dashboards and Reports

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My Favorite Auditing and Compliance Dashboards and Reports

Page 22: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 23: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 24: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 25: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 26: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 27: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 28: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 29: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 30: Welcome to the April Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 31: Welcome to the April Tricks of the Trade webinar!

Where do you find the Our Favorite Dashboards and Reports page?

Insert an arrow in the bubble with the right answer.

BFrom the

current issue of Tricks of the

Trade

AOn the

CU*BASE Reference Page

CBoth

Pop Quiz

My Favorite Audit and Compliance Dashboards and Reports brochure

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Pop Quiz Answer

Answer C -Both

My Favorite Audit and Compliance Dashboards and Reports brochure

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Bravo! You’ve

won a hotdog

and a soda at

the ballpark!

Pop Quiz Prize

My Favorite Audit and Compliance Dashboards and Reports brochure

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

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

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

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

Page 38: Welcome to the April Tricks of the Trade webinar!

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

Page 39: Welcome to the April Tricks of the Trade webinar!

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

Page 40: Welcome to the April Tricks of the Trade webinar!

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

Page 41: Welcome to the April Tricks of the Trade webinar!

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

Page 42: Welcome to the April Tricks of the Trade webinar!

Show Me the Steps – High Risk Accounts

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Show Me the Steps – High Risk Accounts

Page 44: Welcome to the April Tricks of the Trade webinar!

Show Me the Steps – High Risk Accounts

Page 45: Welcome to the April Tricks of the Trade webinar!

Show Me the Steps – High Risk Accounts

Page 46: Welcome to the April Tricks of the Trade webinar!

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 QuizShow Me the Steps – High Risk Accounts

Click “Search”

on the top bar

of Show me

the Steps

Page 47: Welcome to the April Tricks of the Trade webinar!

All 3(Contents)

Pop Quiz Answer

Show Me the Steps – High Risk Accounts

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All 3(Search)

Pop Quiz Answer

Show Me the Steps – High Risk Accounts

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All 3(Browse)

Pop Quiz Answer

Show Me the Steps – High Risk Accounts

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Pop Quiz Prize

Everyone

who

participated

wins!

Show Me the Steps – High Risk Accounts

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TakeawaysOn the whiteboard:

Write down your most valuable takeaway from today’s webinar.

Webinar Wrap-Up

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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

O http://www.cuanswers.com/client_fav_reports.phpO http://www.cuanswers.com/pdf/fav_reports/

MyFavoriteAudit.pdfO http://www.cuanswers.com/pdf/security/

CUBASE_FFIEC_Supplement.pdfO http://www.cuanswers.com/doc/stepbystep/

stepbystep.htm#High_Risk_Accounts.htmSee you at next month’s Tricks of the Trade webinar!