This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts.
By the completion of this course, participants will be able to:
- Navigate Tool #3 Open/Maintain Memberships and Accounts.
- Navigate CU*Forms in conjuction with Open/Maintain Memberships and Accounts.
Click the button below to register for your preferred session. Dates and times scheduled for the 2026 calendar year include:
Monday, April 13th
9:30 AM – 11:00 AM ET
Monday, August 24th
9:30 AM – 11:00 AM ET
Wednesday, October 7th
9:30 AM – 11:00 AM ET
For a full list of our 2026 education opportunities, check out the Education Catalog.
The Education Team strives to make each client and staff interaction an opportunity to learn more about the tools of our network. Our Education Specialists reinforce the importance of the 5th Cooperative Principle of Education, Training, and Information. The purpose of the team is to guide users and build confidence in their ability to navigate and understand the system(s) they utilize.
