2015 Visionary Conference & Annual Meeting

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CU*SOUTH hosted our 2015 Visionary Conference and Annual Meeting in the beautiful city of New Orleans, LA, September 15th – 17th, 2015. We were delighted to see our participating credit unions interact and collaborate with peers during this three-day event. Topics for the breakout sessions included training classes on CU*BASE dashboards, with Randy Karnes, CEO of CU*Answers, Cybersecurity discussions with Jim Lawrence, Manager, Business Continuity and Recovery Services of CU*Answers, Back Office Roundtable with Robyn Guyer of CU By Design, along with other sessions to inform our clients of the latest tools available to them in CU*BASE or through third parties. The General Session gave clients a look into the upcoming features we are rolling out and focused on inspiring credit unions to become Co-Creators with us by being better Internet Retailers to their members.

If you were not able to attend this year, start planning for next year!

General Session Opening Video:

 Breakout Session Handouts

CU*BASE Leadership Dashboards

CEO Dashboards Powerpoint

Cyber Security Talking Points: Questions Every CEO Should Know How to Answer

Cybersecurity: What does it mean to the CU Industry Today?

McQueen Financial Advisors Presentation

Digital Mailer: Secure Forms Flyer

My Virtual StrongBox Features Comparison

Materials Distributed to Participants

Tricks of the Trade #42: Being an Internet Retailer

PolicySwap and ExamShare Flyer

My CU Today Flyer

Our Developing API Vision for the Future

Automatic RDC File Posting

Vol 1: Staying on Track with EMV

Vol. 2: Staying on Track with EMV

Vol. 3: Staying on Track with EMV

15.2 October Release Summary Draft

CU*BASE Custom Training Edition

CU*BASE Certified Trainer Program

CU*BASE Bedrock CCU Simulated Training Environment

A2A: ACH Origination in CU*BASE

ChatterYak Product Sheet

247Lender Flyer

AuditLink: Employee Security Reviews

Xtend RevGen

Xtend Member Marketing

Xtend Marketing

Xtend Handout

Videos shown at the event:

Your Conference Sponsors:

Thank you to all the vendors who participated and sponsored the event this year! We were pleased to partner with fellow cuasterisk.com network partners and other partners in a successful collaboration event. We hope to see you all again next year.


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