Community Module
What are Organizations, Donations, Events, Hours, Investments and Loans
When was Kadince founded?
Kadince was officially founded as a company July 16, 2013 per the Articles of Incorporation (and Bart)
This required banks to help meet the credit needs of their communities
What is CRA (Community Reinvestment Act)
True or False — you only need the ID of an entry to delete it using the Delete Tool in Settings.
What is True?
What bank did Jared work for before starting Kadince?
The Bank of Utah
Customer: “I swear the event exists, but it’s totally invisible to one of our bankers. Now Dwight Schrute is saying it doesn't exist! What magical Kadince thing controls what I can and can’t see based on his role?”
What are user permissions?
What did the Kadince Team used to wear to conference and what do we wear now?
Then: A green sports coat
Now: Kadince T-Shirt with your name
(Points for either)
UDAAP stand for...
What is Unfair, Deceptive, or Abusive Acts or Practices
This column must be added to the User Report to see when someone was last active in Kadince.
What is the “Last Seen” column?
Bart has been to all the Major League Baseball Stadiums except ____ (#)
Four - Tampa, Toronto, St. Louis and Kansas City
These are additional data fields that can be added to Community (or other Kadince objects) to capture information specific to an organization’s workflows, compliance needs, or reporting.
What are custom fields?
Who was Kadince's first customer?
Citizens Union Bank
This federal law requires banks to help detect and prevent money laundering
What is the Bank Secrecy Act (BSA)
This Data Tools feature allows you to update existing records and import new data at the same time.
What is the Update feature?
This person won the the best hair contest at Kadince with his secret pony tail
Who is Bart
You might attach tax forms, letters, or event pictures here for easy access, keeping your support partners organized.
What is an Organization Profile?
What is the mascot of Kadince's first customers?
A Bear
THREE key differences between Banks and Credit Unions
What Is...
Ownership - Banks: Owned by shareholders/Credit unions: Owned by members
Profit Status - Banks: For-profit/Credit unions: Not-for-profit
Membership / Access - Banks: Open to the general public/Credit unions: Restricted membership (field of membership rules)
Fees & Rates - Banks: Generally higher fees, lower deposit rates/Credit unions: Generally lower fees, better rates for members
Community Reinvestment Act (CRA) - Banks: Subject to CRA requirements and regular CRA exams/Credit unions: Not subject to CRA (they meet community goals through their membership model instead)
Deleting hours from a report will do this, which is why it should only be done if the customer expects it.
What is notify the volunteers?
Why did Brady think he could keep up with the other Kadince team members when mountain biking?
Because he gardened a lot
This feature allows staff to easily submit, approve, and track requests for event participation or sponsorships.
What are online application forms/workflows?
What was the name of the first Kadince module?
Ad Management
Name three types of activities banks can do to receive Community Reinvestment Act credit.
What are loans, investments, and services?
This is the correct way to delete data without sending notifications to users.
What is mass delete using the Delete feature under Data Tools with notifications disabled?
I hate Koala's with all my heart
Who is Bryce?