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Education University Weeks

Evening and Saturday workshops are also available upon request. All times are Eastern Time (ET).

Select This Week Calendar A | University Week | February 6-10, 2012

Time Class
Select This Day Mon, Feb. 6, 2012 Marketing / Sales
 11:30AM - 1:00PM4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries
via web conference
 2:30PM - 3:30PM4.11 Data Mining: “Know Your Member” Analysis Tools
via web conference
 4:00PM - 5:00PM2.61 CU*BASE and Key Regulations (Reg. D, Dormancy and Reg. E)
via web conference
Select This Day Tue, Feb. 7, 2012 Lender*VP / Gividends
 11:30AM - 12:30PM5.91 Online Credit Cards: Loan Creation and Card Embossing
via web conference
 1:30PM - 2:30PM5.92 Online Credit Cards: Daily Maintenance / Reports
via web conference
 3:00PM - 4:00PM2.62 Managing Compliance: Preparing for Audits and Examinations
via web conference
Select This Day Wed, Feb. 8, 2012 Lender*VP / Gividends
 11:30AM - 12:30PM5.85 Participation Loan Servicing: Understanding the Settlement Process
via web conference
 2:00PM - 3:00PM5.86 Secondary Market Loan Servicing: Understanding the Settlement Process
via web conference
 3:30PM - 4:30PM2.63 Achieving Compliance Standards through Best Practices
via web conference
Select This Day Thu, Feb. 9, 2012 Lender*VP / Gividends
 11:30AM - 12:30PM5.93 Online Credit Cards: On the Front Line
via web conference
 2:00PM - 3:00PM5.94 Online Credit Cards: Account Adjustments
via web conference
 3:30PM - 4:30PM2.64 Red Flags: CU*BASE Tools & Other Considerations
via web conference
Select This Day Fri, Feb. 10, 2012 Accounting / Back Office
 12:00PM - 1:00PM3.25 SRS Bookkeeping Services - Sharing our Policies and Procedures
via web conference
 1:30PM - 3:00PM3.40 CU Financials: Configuration, Printing, and Other Options
via web conference
 3:30PM - 4:30PM2.65 Using CU*BASE tools for Bank Secrect Act (BSA) Compliance
via web conference

Select This Week Calendar B | University Week | April 16-20, 2012

Time Class
Select This Day Mon, Apr. 16, 2012 Marketing / Sales
 10:30AM - 12:00PM4.12 Your Tool Box: Improve Your Member Relationships Using CU*BASE Cross Sales & Sales Trackers
via web conference
 1:00PM - 2:30PM4.21 Report Builder 2: Building Custom Reports
via web conference
 3:00PM - 4:00PM4.13 Build a Communication Network by Using Member Connect
via web conference
Select This Day Tue, Apr. 17, 2012 General
 9:30AM - 10:30AM8.15 Using Statement Onserts Effectively: Making a Splash With Printed Styles
 10:45AM - 11:45AM8.10 Preparing for Month-End & Statement Processing
 12:45PM - 1:45PM4.15 Member Service Trackers/Leads and Follow-ups
 2:00PM - 4:00PM4.80 Relationship Management: Clubs and Tiered Service Programs
Select This Day Wed, Apr. 18, 2012 Lending
 9:00AM - 10:30AM5.20 Organizing a Loan Department and Servicing Loans on CU*BASE
 10:45AM - 12:15PM5.10 Lending From Request to Disbursement: Understanding the Application Process
 1:30PM - 3:00PM5.50 Interactive Online Collections
 3:15PM - 4:45PM5.76 Managing Loan Delivery Channels
Select This Day Thu, Apr. 19, 2012 Supervisory / Management
 9:00AM - 10:30AM2.90 CU*BASE Management Tools: Leadership Dashboards
 10:45AM - 12:45PM2.21 Managing Self-Service Delivery Products: Audio & Online Banking, Mobile Web and Text
 2:00PM - 3:30PM2.25 Personal Internet Branch (PIB): Layered Security Controls and Member Personalization for Online Banking
Select This Day Fri, Apr. 20, 2012 SECURE-U
 11:00AM - 12:00PM9.55 Social Engineering: The Human Side of Security
via web conference
 1:00PM - 2:00PM9.65 Business Continuity Planning
via web conference
 3:00PM - 4:00PM9.54 Avoiding Social Engineering Traps
via web conference

Select This Week Calendar C | University Week | September 10-14, 2012

Time Class
Select This Day Mon, Sep. 10, 2012 Lending
 10:15AM - 11:15AM5.11 CU*BASE Mortgage Processing
via web conference
 11:45AM - 12:45PM5.12 CU*BASE Escrow Processing
via web conference
 1:45PM - 2:45PM5.40 Managing Bankruptcy
via web conference
 3:30PM - 4:30PM5.81 Prime Alliance: Introduction to the Web Based Mortgage Lending Platform
via web conference
Select This Day Tue, Sep. 11, 2012 Supervisory / Management
 9:00AM - 10:00AM2.61 CU*BASE and Key Regulations (Reg. D, Dormancy and Reg. E)
 10:15AM - 11:15AM2.62 Managing Compliance: Preparing for Audits and Examinations
 11:30AM - 12:30PM2.63 Achieving Compliance Standards through Best Practices
 2:00PM - 3:00PM2.64 Red Flags: CU*BASE Tools & Other Considerations
 3:15PM - 4:15PM2.65 Using CU*BASE tools for Bank Secrect Act (BSA) Compliance
Select This Day Wed, Sep. 12, 2012 Teller / Member Service
 9:00AM - 10:30AM1.20 Teller Techniques and Shared Branching Options
 10:45AM - 12:15PM1.01 Member Services: Inquiry and Phone Operator
 1:30PM - 2:30PM1.40 Day-to-Day Certificates
 2:45PM - 3:45PM1.30 Head Teller Vault/Change Fund Management
 4:00PM - 5:00PM1.60 Day-To-Day IRAs
Select This Day Thu, Sep. 13, 2012 Lender*VP / Gividends
 9:00AM - 10:30AM5.81 Prime Alliance: Introduction to the Web Based Mortgage Lending Platform
 10:45AM - 11:45AM5.83 Standard ATM/Debit Card Platform
 1:00PM - 2:00PM5.84 Dividend Processing and Member Deposits
 2:15PM - 3:15PM7.36 Creating/Improving Your eDocument Strategy
 3:30PM - 4:30PM7.38 Using CU*Spy Loan Forms with CU*BASE
Select This Day Fri, Sep. 14, 2012 CU*BASE GOLD Workstations
 9:00AM - 10:00AM7.00 CU*BASE GOLD: Customizable Features/Tools
 10:15AM - 11:15AM7.10 iSeries File Transfers: Moving Data from CU*BASE to Your PC
 11:30AM - 12:30PM7.15 CU*BASE Hardware & Systems
 1:30PM - 2:30PM7.20 CU*BASE GOLD Updates & Support
 2:45PM - 3:45PM7.25 Configuring CU*BASE Software
 4:00PM - 5:00PM7.30 Teller Cash Dispensers, Recyclers and CU*BASE

Select This Week Calendar D | University Week | October 15-19, 2012

Time Class
Select This Day Mon, Oct. 15, 2012 Marketing / Sales
 11:00AM - 12:00PM4.90 Introduction to WordPress with SiteControl
via web conference
 1:30PM - 2:30PM4.91 Advanced WordPress with SiteControl
via web conference
 3:00PM - 4:00PM4.93 Introduction to Social Media
via web conference
Select This Day Wed, Oct. 17, 2012 General
 11:00AM - 12:00PM8.15 Using Statement Onserts Effectively: Making a Splash With Printed Styles
via web conference
 1:00PM - 2:00PM8.10 Preparing for Month-End & Statement Processing
via web conference
 3:00PM - 4:30PM4.22 Report Builder 3: Database Files and String Reports
via web conference
Select This Day Thu, Oct. 18, 2012 Lender*VP / Gividends
 9:00AM - 10:00AM5.82 Skip-a-Pay Program Implementation for Online Credit Cards
 10:15AM - 11:45AM5.00 Designing CU*BASE Loan Products
 1:00PM - 2:00PM5.75 Implementing the 247 Lender Decision Model
 2:15PM - 3:15PM5.70 Centralized Underwriting: Inquiry for Loans in Process
 3:30PM - 4:30PM5.30 Open End and Line of Credit Lending
Select This Day Fri, Oct. 19, 2012 Accounting / Back Office
 8:00AM - 10:00AM3.15 Advanced General Ledger
 10:15AM - 11:45AM3.40 CU Financials: Configuration, Printing, and Other Options
 1:00PM - 2:30PM3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses, and Accrued Expenses
 2:45PM - 4:15PM3.51 GL Subsidiary Products: Working With Investments
 

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