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Friday, May 26

3:30 PM – 4:00 PM ET

This Month’s Focus

Statement Insert Reminders

The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members.  The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and Printing Instructions, instructions for clients who work with Sage Direct, and more.

Want to learn more about Statement Insert Reminders?  Join Brendan Lindsey for this month’s Education Express – click the button below to register today!

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Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Mar 28, 2024

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

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

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 April!   Tuesday, April 2 3:30 PM – 4:30 PM ET Member Connect: Building a Communication Network within CU*BASE Register for web conference… Read more »

Mar 18, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April.  Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up

Mar 8, 2024

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

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

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 March!   Monday, March 4 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »

Feb 22, 2024

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Feb 2, 2024

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Feb 2, 2024