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2026 Education Spotlight – Closing Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »
2026 Education Spotlight – Opening Memberships/Accounts
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…. Read more »
Join Us for a Dive into Administrator Features Available in TLC!
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
Conversations On Education – “Best Practices” for Communicating CU*Answers Releases
Join us for a conversation on Education! Our upcoming session will focus on best practices for communicating details relevant to CU*Answers’ major software releases. Your hosts for this session will be Kasey Olchowski (Manager of Education) and Stephanie Raven (Earnings Edge Account Executive). During this event, we’ll discuss best practices for communicating what comes with major… Read more »
2026 Education Spotlight – CU*Statements
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
Have You Heard About Custom Training Edition? Join Us for a Free Demo!
We’re saving you a seat! Join our upcoming webinar hosted by Kasey Olchowski, Manager of the Education Team, to learn about Custom Training Edition (CTE). CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, March 26th 3:30 PM – 4:00 PM ET This Month’s Focus Daily Log Management – Introduction to AuditLink Daily Log Management Services Join AJ Schalk, AVP AuditLink for this month’s Education Express session! Would you like to learn more about how AuditLink can reduce your internal compliance daily work? Sign up today for a… Read more »
Take a Look at the CU*Answers University Courses for March!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Tuesday, March 3 CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info 9:30 AM – 10:30 AM ET Register for Web Conference Unpacking the… Read more »
Need to Update User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Get Started For a list of current User IDs, you can review… Read more »
Join Us for a Dive into Administrator Features Available in TLC!
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
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New for 2026: The CU*Answers Quarterly Contests & Cooperative Campaigns
The CU*Answers Quarterly Contests and Cooperative Campaigns are Ready for 2026! You can place orders now for the 2026 Quarterly Contests and Cooperative Campaigns. Also new for 2026 is the CU*Answers Booster Pack! This pack contains 6 banners optimized for mobile 8.0 and online banking. Click the button below to learn more. Learn More
Take Advantage of the NEW 1Click Autopilot Program!
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
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