Funds Transfer Limits, Thresholds and Templates - How they Mitigate Your Exposure
     
June 23, 2010 1:00 p.m. to 2:00 p.m. CST
 
 

Web Session
(Detailed instructions will
be provided upon registration)

Workshop Fee:
THERE IS NO FEE, however registration is required.

Credits:
None available

Who Should Attend:
Premier View users

Suggested Prerequisite: None

Advance Preparation: None

Course Level: Basic

Instructional Method:
Web Session

 

As we all know, fraudulent activity is extremely common with increasingly aggressive attacks being made on financial institutions and consumers. It is important to balance the level of risk, the value of your information, and the amount of investment in security safeguards.

Understand why Members United now requires dual approval on fund transfers and how you can further mitigate risk by using templates and setting limits and thresholds for your users in Premier View.

This informative session will illustrate the following in Premier View:

  • Reports that identify your users and their functionality
  • Creating/Managing/Using Templates
  • Approving transfers that require dual approval
  • How limits and thresholds apply to main/sub accounts
  • Review how your self administered credit union can apply users settings themselves.
 

Cancellation Policy: No charge for substitutions. Members United reserves the right to cancel the session due to lack of participation. Advance notice will be given if the workshop is cancelled. Questions regarding refund, complaint and program cancellation policies, should be directed to Marietta Fortier at (800) 782-2431, ext. 2647.

Registration Deadline: Five days prior to the workshop date

Questions? Questions can be emailed to training-membersupport@membersunited.org.