Conversations on Education

Conversations On Education: Exercises for Success – Member Services

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available to better understand our products and services.

The topic for our June session will be Exercises for Success – Member Services.  We will explore interactive material which allow participants to follow along in Bedrock Community Credit Union.  Prior to this session, participants will be asked to take the equivalent TLC courses/exams related to the subject material, which include the following:

  • CTM 100 – Welcome to CU*BASE GOLD
  • CTM 101 – CU*BASE Navigation
  • CTM 102 – Rate Inquiry, Loan Quoter, and the Timeout Window
  • CTM 200 – Member Inquiry
  • CTM 201 – Phone Operator
  • CTM 300 – Opening Memberships & Accounts

Interested in learning more?  Contact a member of our Education team.

Ready to register for this event?  Click the button below to sign up!

Wednesday, June 7th

3:00 PM – 4:30 PM

Register Today

Want to stay connected on all of our upcoming Conversations On Education topics?  Click here to visit our website and click the ‘Join our email group’ button to submit your information.

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Interested in joining conversations about other topics?  Visit our website to view all of our current groups.

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, December 20 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for December 2023 Year-end tasks for December are just around the corner!  During our upcoming Education Express session, Monica Boguszewski will detail the tasks that your credit union will need to complete, including: Reviewing Beginning-of-Year/Tax File Verification Reports (pages 44-45… Read more »

Nov 22, 2023

Take a Look at the CU*Answers University Courses for December!

Take a Look at the CU*Answers University Courses for December!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in December!   Tuesday, December 5 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference   Thursday, December… Read more »

Nov 22, 2023

Conversations On Education – CUSO Educator Training Session

Conversations On Education – CUSO Educator Training Session

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

Nov 3, 2023

The 2024 Education Catalog is Here! Take a Look at What’s in Store for the Year Ahead!

The 2024 Education Catalog is Here!  Take a Look at What’s in Store for the Year Ahead!

Get your planners ready because there’s a wealth of training opportunities coming your way in 2024!  You can click the button below to download a digital copy of the Education Catalog today! Please note that we will not be mailing out physical copies of the 2024 Education Catalog. Download the Catalog If you would like… Read more »

Nov 2, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, November 15 3:00 PM – 3:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink is your execution arm for tackling auditing and compliance-related requirements and the supporting core system processes driving your operations.  Credit unions that work with AuditLink gain confidence knowing they have implemented effective procedures and controls to be in compliance… Read more »

Oct 27, 2023

Take a Look at the CU*Answers University Courses for November!

Take a Look at the CU*Answers University Courses for November!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in November!   Monday, November 6 3:30 PM – 4:30 PM ET Getting Started with Unique Data Management (UDM) Register for web conference  … Read more »

Oct 26, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 3:00 PM – 3:30 PM ET This Month’s Focus CUSO Magazine Looking for relevant, timely news and insights relating to the credit union industry?  CUSO Magazine approaches stories with the mindset of bringing something new and creating a sense of intrigue that directs readers to want to learn more.  Whether the articles… Read more »

Sep 26, 2023

Take a Look at the CU*Answers University Courses for October!

Take a Look at the CU*Answers University Courses for October!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in October!   Monday, October 2 9:30 AM – 11:00 AM ET Data Warehouse Tools & Strategies Register for web conference Register for classroom… Read more »

Sep 18, 2023