welcome to the april tricks of the trade webinar!

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Welcome to the April Tricks of the Trade webinar!

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Welcome to the April Tricks of the Trade webinar!. What is Tricks of the Trade?. From brochures to booklets, From charts to checklists, From flyers to forms, - PowerPoint PPT Presentation

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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

Page 4: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 6: Welcome to the                                         April  Tricks of the Trade webinar!

April Tricks of the Trade

Page 7: Welcome to the                                         April  Tricks of the Trade webinar!

Insert an arrow next to your favorite sign of spring.

Ice Breaker

Lawn mowingWalks outside

Cherry blossoms Baseball

Robin

Gardening

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

Ice Breaker

Page 9: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 10: Welcome to the                                         April  Tricks of the Trade webinar!

File Expansion Project

Source: Kitchen

Fun Fact AnswerApril Fun Fact

Page 11: Welcome to the                                         April  Tricks of the Trade webinar!

Fun Fact PrizeApril Fun Fact

The Writing Team says you are Number 1!

Page 12: Welcome to the                                         April  Tricks of the Trade webinar!

Focus of This Month’s Webinar:Auditing Documentation

Today we’ll review a variety of documentation resources.

Page 13: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 15: Welcome to the                                         April  Tricks of the Trade webinar!

How to get to the Our Favorite Dashboards and Reports page

Page 16: Welcome to the                                         April  Tricks of the Trade webinar!

Our Favorite Dashboards and Reports page

Page 17: Welcome to the                                         April  Tricks of the Trade webinar!

Our Favorite Dashboards and Reports page

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Our Favorite Dashboards and Reports page

Page 19: Welcome to the                                         April  Tricks of the Trade webinar!

Our Favorite Dashboards and Reports page

Page 20: Welcome to the                                         April  Tricks of the Trade webinar!

My Favorite Auditing and Compliance Dashboards and Reports

Page 21: Welcome to the                                         April  Tricks of the Trade webinar!

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 QuizMy Favorite Audit and Compliance Dashboards and Reports brochure

Page 32: Welcome to the                                         April  Tricks of the Trade webinar!

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 PrizeMy Favorite Audit and Compliance Dashboards and Reports brochure

Page 34: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 35: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 36: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 37: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 43: Welcome to the                                         April  Tricks of the Trade webinar!

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

Page 48: Welcome to the                                         April  Tricks of the Trade webinar!

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!