Cu Team Meeting Jeopardy Jeopardy Template

Client Relief - PPP	Client Relief - EIDL	Client Relief - General Resource	Recent CU Changes	Random Team Facts (you can't answer if it's about you)!
100 They can apply through partnering bank/credit unions. How do clients apply for the PPP?	100 Directly applying to SBA! How do clients apply for the EIDL?	100 Everyday! Bench gets updates on client relief news every _____.	100 1-2 months. KU! What is considered a small CU scope? Who is handling small scope CU?	100 Erin Who loves milk?
200 They must run payroll! What requirement must C-corps and S-corps meet in order for them to be eligible to apply for the PPP?	200 All Entities! Who can apply for the PPP?	200 Everyday! How often does Bench offer client-facing Webinars?	200 The CURE - Taqo, Erin, JC, Owen, Pam, Jay Who handles rush client relief CU work? (Extra credit if you can name names)	200 Emma Who doesn't own any hoodies?
300 Any small business with less than 500 employees Who can apply for the PPP?	300 Economic Injury Disaster Loan What does EIDL stand for?	300 2pm everyday What time is our internal daily operations client relief webinar?	300 For all CURE Clients! When will CU be required to complete a review call?	300 Edward Who does MMA fighting?
400 • Payroll/Commission • Group Healthcare/Insurance • Mortgage Interest • Rent & Lease • Utilities • Interest on any debt incurred prior to the covered period What can the clients use these funds for? Name at least 3 of the 6.	400 • Gross Revenue • COGS What number(s) do we need to send the client if they are applying for the EIDL?	400 Fundera Who is Bench partnering with to help clients apply for loans?	400 Primary Documents: • Core - bank statements • CURE - bank statements, payroll & merchant reports OC Responsibility: • Core - collect all primary documents before sending client to CU, can ask for support if there are issues with these primary documents • CURE - collect all primary documents before sending client to CU, will support if there are issues with these & can support if additional documents are discovered or client is unresponsive What is considered "primary documents" for CURE and Core clients? What is the OC responsibility in getting these documents?	400 Sandra Who's from Guam?
500 • 2019 Income Statement, • 2019 Payroll summary (big payroll providers offer PPP docs) • PPP Loan calculator report using Bench Template What document(s) will we need to send the client if they are applying for the PPP? Name all that may be applicable.	500 Feb 1, 2019 to Jan 31, 2020 What scope (ie. date range) are we sending the client for documents that are needed to apply for the EIDL?	500 Client relief news slack channel! Bench has a client relief live chat function from 9am-5pm PST. Where can you find this live chat?	500 Only if the KU AA can't prioritize the work or fit it into their workflow. The KU AA must confirm with their TL before sending us small scope clients. When will small scopes be sent to CU?	500 Chow Whose birthday is April 17?

CU Team Meeting Jeopardy

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