Conversations on Education

Conversations On Education: Exercises for Success – Lending

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 August session will be Exercises for Success – Lending.  Joining us for this session will be a special guest host from Lender*VP.  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
  • CLS 100 – Lending Basics
  • CLS 101 – Lending 2:  Creating and Disbursing Loans for Members and Non-Members

Wednesday, August 30th

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.

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

Conversations On Education: Exercises for Success – Lending

Conversations On Education: Exercises for Success – Lending

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 »

Aug 23, 2023

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

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

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 September!   Wednesday, September 6 3:30 PM – 4:30 PM ET Balancing Made Easy Register for web conference   Thursday, September 7 10:00… Read more »

Aug 21, 2023

Conversations On Education: Exercises for Success – Lending

Conversations On Education: Exercises for Success – Lending

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 »

Aug 14, 2023

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 »

Jul 20, 2023