Still Time to Register for 2020 CEO Roundtable Discussions
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Make plans now to attend the 2020 regional CEO/Exec Roundtable Meetings.
West Coast: Thursday, January 23, 2020, Long Beach, CA
East Coast: Tuesday, February 4, 2020, Atlanta, GA
Central: Thursday, February 6, 2020, Louisville, KY
Three face-to-face roundtable meetings bring Share One's CEO, Teri Van Frank, and her team together to meet with our client CEOs and executive staff at a convenient regional location. We will discuss the recent events, changes, advances, and strategies for our future and the process in which we serve our clients.
Please sign up below. We will provide lunch at each location.
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West Coast
Thursday, January 23, 2020
9:00am-2:00pm PT
Hosted at CalCom FCU
3748 Bayer Ave.
Long Beach, CA
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East Coast
Tuesday, February 4, 2020
9:00am-2:00pm ET
Hilton Atlanta Airport
1031 Virginia Ave.
Atlanta, GA
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Central
Thursday, February 6, 2020
9:00am-2:00pm ET
Embassy Suites Louisville E.
9940 Corporate Campus Dr
Louisville, KY
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We Bid a Fond Farewell to Don Conrad
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Don Conrad, SVP Sales, retired from Share One on January 1, 2020.
Don's service at Share One spans over twenty years and his work added greatly to Share One's success. Don was one of the founding partners who took a personal stake in the company and was committed to making Share One a well-known brand in the credit union industry. Under his management the sales team worked to earn the business of over 60 new clients, many added by him.
Don Conrad was one of a kind, and clients and employees alike will miss him!
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Save the Date - SYNC 2020
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Please mark your calendars and make plans to join us for SYNC 2020 in Memphis, TN!
When: October 18-20, 2020
Where: The Peabody Hotel in Memphis, TN
Sunday, October 18: Golf, Kick-Off Dinner
Monday, October 19: Full Day Presentations
Tuesday, October 20: Final Full Day Presentations
Stay tuned for more details which will follow in the coming months.
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CUNA GAC 2020 - Stop by Booth #367!
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Share One staff will participate at the CUNA Governmental Affairs Conference in Washington, D.C., on February 23-25, 2020.
If you or someone from your credit union is attending, please contact
Joan Nieman
or call 800-888-0766 x 1180. We would love to see you there and have you join us for dinner.
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Compliance: SECURE Act for IRA RMD Changes
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The SECURE Act, a new law which was signed on December 20, 2019, changes some rules governing retirement savings and IRA age limits.
We recommend all IRA RMD notices for 2020 be placed on hold until the IRS posts the tables for the age limits and distributions.
It is our understanding that the age limit is changing from 70.5 to 72, but we are waiting for an official post on the IRS website before making that determination.
What Can You Do? Please do not run 2020 RMD notices.
We will follow up with a notification once we determine the new process and implement the required changes needed to comply with this new law.
If you have questions, please contact Support at 800-888-0766, option 1.
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ACH Payroll Changes Effective January 1, 2020
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The Department of the Treasury issued a notice that ACH payments for state and local government payroll and Marine Corps Military payroll will change.
NewSolutions ACH Batch files are set to Nacha standards, thus, field position changes should not be necessary. However, the company identification may affect credit unions' payroll and direct deposit distribution records.
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NewSolutions Password Policy Change
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As of January 1, 2020, Share One will no longer reset NewSolutions passwords for credit union users. A new NewSolutions user role was developed to allow password resets at the credit union level.
The guide and recorded video* below explain setting up a role in NewSolutions which allows assigned users to perform password resets in the core. The video reviews common roadblocks and processes for auditing users.
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*Link to Portal: if you are logged into the Portal, the blue button link will take you directly to the video.
Location of the video: from the home page, click the green training button, under training videos, look for NewSolutions Security - Creating a Password Reset Role.
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Release Date: 12/10/19
Hotfix 9.2.2 Appended: 1/07/20
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- This release includes enhancements to AIRES, Collections, Collections Queue Config, Enterprise, General Ledger, Loan Origination, Reports, Teller, XML Notice Editor, and Add-On Products.
- Other noteworthy enhancements include Disabling Self-Overrides, eStatement Mail Codes, and Hold Paths.
- The appended Hotfix 9.2.2 includes updates to Cash Dispensers, CO-OP Batch4, and LaserPro Import.
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- This release includes enhancements to Language Support, Overdraft Protection Settings, reCAPTCHA, and User Login.
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Disaster Recovery Test Schedule
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Members Trust Federal Credit Union
SecurTrust Federal Credit Union
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Northern Communities Credit Union
Santa Ana Federal Credit Union
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Bridgeton Onized Federal Credit Union
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