Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
Check out Custom Training Edition (CTE): a simulated training environment that mirrors your live environment, with your own member accounts, products, and services. Learn More
Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
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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 »
A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2026 Education Catalog, filled with not only online learning opportunities, but also innumerable resources made available for a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a look… Read more »
Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning… Read more »
Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning… Read more »
If you missed our Year-End Training sessions, a video recording is now available for your convenience! We encourage you to follow along as the Education team details important tasks and deadlines for your credit union as we head into year-end. This video also highlights new items for 2025. Remember – these deadlines are critical to the… Read more »
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. During the month of December, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Monday, December 15 10:00 AM – 11:00 AM ET Designing… Read more »
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 December! Tuesday, December 2 CU*Forms Programming Workshop 3:00 PM – 4:00 PM ET Register for Web Conference Wednesday, December 3 Planning for Year-End and… Read more »
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 »
Join us for a conversation on Education! Our upcoming session will focus on building and enhancing training plans for your financial institution’s new hires. Your hosts for this session will be Kasey Olchowski (Manager of Education), Lani Lowing (Education Specialist), and Monica Boguszewski (Education Specalist). We encourage CUSO educators to collaborate with other credit union professionals… Read more »
Join the Education Team as we explore a day in the life of a 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 and account history…. Read more »
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Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Take a look back at some important topics from the last half of November 2025! View Topics
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
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