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  • Telecommuting Agreement
    Forum topic

    My staff auditor, Jennifer, and I work a lot from home (in fact I am working from home as I speak). However, Jennifer would like a permanent arrangement, such as working 3 days a week from home and 2 days in the office. Fine with me; Credit Union has  employee who telecommutes from North Carolina (we are in Indianapolis).  However, Supervisory Committee Chair would like to have a "Telecommuting Agreement". Does anyone have a telecommuting agreement or policy?

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  • Budgeting
    Forum topic

    Just curious if anyone could share what software they utilize for annual budgeting purposes and their CU's experiences with that software. Thanks!!!

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  • Letter of Understanding
    Forum topic

    Does anyone else use these?  If so, how did you choose the wording and did you get a legal opinion?  How or do you track that the letter of understanding was followed?  In addition, if you're willing to share one of you understanding type please e-mail it to me at khodgin@covantagecu.org.  Let me know if you'd like to see ours and I'll send you one of our.Thanks.

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  • Item Processing or Remote Deposit Capture Risk Assessment
    Forum topic

    Does anyone have an Item Processing Risk Assessment or a Remote Deposit Capture Risk Assessment that they would be willing to share?  Thanks in advance!

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  • Night Deposits
    Forum topic

    We're looking at accepting Night Deposit transactions for business accounts. I do not see too mush information on the web. Doe anyone accept night deposits or day time deposits of business accounts, if so could you share your processes with me. I need to come up with something in the form of procedures ThanksLaymen R. Grant, CFE, CFCIFranklin Mint Federal Credit Union610-325-5131laymeng@fmfcu.org

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  • Limited Power of Attorney
    Forum topic

    Hi allwondering how many of your credit unions provide Limited POA's for your members? 

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  • THEIIA Seminar
    Forum topic

    Just wondering if anyone has ever attended a seminar by the Institute of Internal Auditors? I'm looking at taking the Beginning Auditor Tool and Techniques.  Thanks,Melaniemweldy@superiorfcu.com 

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  • External Transfer Internet Disclosure
    Forum topic

    Good morning,I am trying to assist a credit union colleague and I wanted to reach out to this group and see if anyone could be of assistance. Please see the information below and if at all possible let me know your thoughts.Thank you in advance,SarahHi All Do you do external transfers via your website? Do you have a disclosure that you have available for your members that you could share? I would really value any help here.

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  • Debt Ratio
    Forum topic

    When calculating debt ratios do you include any of the following, and if so how do you calculate the monthly payment1. Items in collection - non medical2. Items in collection - medical3. Civil Judgements4. Profit and Loss write offsIf you answer no, please explain why you do not include them in the ratio.Thank you!

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  • Employee Personal Finance Policy
    Forum topic

     Would anyone be willing to share their Employee personal finance policy, particularly regarding NSF and delinquent loans?  If you are willing to share, please send to me at ddallmann@ecu.com.  Thanks!

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