Education Course List

This class covers the CU*BASE tools utilized in configuring credit union loan products.   From servicing controls, to financial analysis, to examination reporting, CU*BASE leads the way in flexibility and creative processing for todays loan team. This class concentrates on the broad picture of what makes up a loan portfolio and how it is focused. View Course Details»

This class focuses on selling loans to members. From the initial "hello, how are you?" to the "where would you like your loan funds?" this class shows how CU*BASE can make every credit union staff member an effective loan sales rep. The key to making a member a lifetime borrower is an interactive lending database that tracks the members application information the entire time that member is active. This database creates a state of readiness that can be accessed for use not only by credit union staff but for the online banking products of the future. How do you sell a loan?  Are your members "on line" or do they still fill out applications, wait in line, and wonder why you don't remember them since the last time they needed a loan? View Course Details»

In this course, we will review CU*BASE options for servicing mortgage loans through the credit union’s traditional service delivery points. 360-day loans require repayment rules and special handling not related to the typical credit union member loan. Understanding and explaining these differences to your members will be the difference between using the CU*BASE system and purchasing an outside servicing package. This course is key to getting the maximum return on CU*BASE mortgage loans. View Course Details»

In this class we will review CU*BASE options for maintaining mortgage escrow shares and escrow analysis. From the initial configuration of type codes and escrow payees through the payment procedures and annual escrow statement, you will learn the interactive features that make CU*BASE a robust, comprehensive escrow-processing system. Whether you are a current user of the escrow-processing system or haven't had much experience with it, this class will be beneficial. Pick up some new tips or use the information to decide in favor of automating escrow processing this year. View Course Details»

In a world that expects immediate response and immediate satisfaction, the time between a loan request and the money being put in the members hands is shrinking daily. One key to members being satisfied with the credit unions loan program is the automated distribution of pre-approved, open-end, and line-of-credit loans. With automation, challenges will come. How do you avoid disbursing on delinquent loans? How do you recalculate payments? How do you analyze credit expiration dates? This class will answer these and many other questions on how CU*BASE can lead the way to member satisfaction. View Course Details»

This weekly workshop is for clients learning to program their forms in CU*Forms. We’ll answer questions and cover tips/tricks to program and test any kind of form. Stop by for as long as you need every Tuesday at 3:00pm EST. View Course Details»

You just received a notice from the court that one of your members has filed bankruptcy.  What are the procedures you must follow to make sure you manage this situation properly? The class focuses on the communication of the bankruptcy to staff, the compliance of the laws relating to what you can and cant do, and making sure the account is tracked and treated appropriately. View Course Details»

How does your credit union communicate the daily goings on of the loan department to other staff?  How frequently does a member want to know the status of a loan request and must be put on hold until the individual loan officer is available? Is your credit union considering expanding its lending functions to locations in which you simply want a loan interviewer rather than a loan underwriter? By investigating the CU*BASE Underwriting Codes and related features, many of these issues can be addressed during this class.  This class is a must for loan supervisory personnel and upper management. View Course Details»

We are thrilled to announce the brand-new CU*Answers Education team!  The Education team is a department of experts dedicated to taking a credit union’s learning experience to the next level. Whether a credit union is looking for training, personalized support or other education resources, the Education team is here to guide them, every step of the way! View Course Details»

This class concentrates on the CU*BASE interactive online collections system. This tool aids credit union collectors in all facets of delinquent-member interactions and communications.  Through completing the work, the collector actually builds a historical database of member issues, problems and promises to be communicated to all credit union staff in their collective efforts to work with the member. This historical record- eeping is paramount to good disaster-recovery, and other collection processes. View Course Details»

Are you driving your Lending Team to new heights?  Are there channels of lending opportunities you are not tapping into yet, or that are not being mined to their full potential?  Come learn how! Also visit: http://lendervp.com/ View Course Details»

Come join Earnings Edge and other Credit Unions as we discuss CD Redemption procedures and best practices including partial redemption, penalties and adjustments. Bring your ideas and be ready to share with your peers. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. View Course Details»

Becoming a credit union supervisor can be a great career move, but going in unprepared can prove disastrous.  Transitioning into a leadership role requires not only a new set of skills, but different priorities as well.  This course will show participants how to handle supervisory responsibilities and move forward with confidence. View Course Details»

This course covers the redesigned online membership application. In this course, participants will learn about MAP and MOP, the new automated membership opening processes that allow a non-member to not only apply for membership, but also perform all the steps necessary to become a credit union member. View Course Details»

Many say that the key to a successful business is quality customer service, but achieving that can be a challenge.  Anticipating, understanding, and satisfying member needs is not easy.  In this course, participants will explore the keys to achieving quality customer service for both internal and external customers. View Course Details»

Join the Client Services and 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. View Course Details»

Come join Conversations on Online Member Experience where we will be discussing a MOP (Membership Opening Process) pre-membership idea.  Credit unions will be discussing what they are seeing members are requesting through MOP, and what will make the process most effective. View Course Details»

Monthly web conference hosted by CU*Answers. The topic will change each month as the topics are targeted to our industry, have relevance to our CUSO, or are of particular interest to the education quality of your staff.  Think of these 1-hour segments as Just In Time training for your staff and the information you’ve been waiting for.  Cost of these 1-hour web conferences: ZERO – Yes, these classes are free of charge, but you must register to attend so you receive the web conference login credentials.   View Course Details»

Join us, the Lender*VP Team and our representatives from Rise for a live demo to be able to see all the features they have to offer for your members to easily make their loan payments online. View Course Details»

This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE. View Course Details»

This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE. View Course Details»

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. View Course Details»

In a constantly changing and increasingly complex business and IT environment, unplanned disruptions can be costly, resulting in financial losses, member dissatisfaction, and regulatory compliance issues.  Countering these risks and creating the resilience a business must have to remain competitive requires more than a stand-alone recovery plan. This course has been developed to provide an overview of business continuity planning and the five-phased approach from start to finish for the development and implementation of a business continuity management (BCM) program based on industry guidelines and best practices. View Course Details»

In a constantly changing and increasingly complex business and IT environment, unplanned disruptions can be costly, resulting in financial losses, member dissatisfaction, and regulatory compliance issues.  Countering these risks and creating the resilience a business must have to remain competitive requires more than a stand-alone recovery plan. This course has been developed to provide an overview of business continuity planning and the five-phased approach from start to finish for the development and implementation of a business continuity management (BCM) program based on industry guidelines and best practices. View Course Details»

Now you have implemented Online Credit Cards.  What is the next step in monitoring your program?  In this class you will be introduced to daily and monthly reports you should be reviewing, as well as managing changes that need to be made to the loan now that it is on CU*BASE. View Course Details»

Now you have implemented Online Credit Cards.  What is the next step in monitoring your program?  In this class you will be introduced to daily and monthly reports you should be reviewing, as well as managing changes that need to be made to the loan now that it is on CU*BASE. View Course Details»

This class is designed to help you understand the tools in CU*BASE for monitoring abnormal and suspicious member activity. CU*BASE has numerous tools to track abnormal member activity, high risk-designated members, and activity frequently related to fraud. View Course Details»

This class is designed to help you understand the tools in CU*BASE for monitoring abnormal and suspicious member activity. CU*BASE has numerous tools to track abnormal member activity, high risk-designated members, and activity frequently related to fraud. View Course Details»

This course shows participants how to launch Secure Online Form Generator/Request Center, a web-based solution that allows credit union to design their own online forms and applications by which members can make requests in online banking and mobile banking.  From the basics of creating a secure online form to the ins and outs of working the data submitted, Topics in the course give participants the tools they need to get started using Secure Online Form Generator/Request Center. View Course Details»

This course shows participants how to launch Secure Online Form Generator/Request Center, a web-based solution that allows credit union to design their own online forms and applications by which members can make requests in online banking and mobile banking.  From the basics of creating a secure online form to the ins and outs of working the data submitted, Topics in the course give participants the tools they need to get started using Secure Online Form Generator/Request Center. View Course Details»

Concerned about your website and web accessibility? Worried about the WCAG 2.0 guidelines and how your website conforms? CU*Answers Web Services is launching a new scanning, reporting and remediation service to monitor your website and guide your journey toward conformance. View Course Details»

If your credit union would like to create a presence across all channels, come learn how to deploy a mobile app to both Apple and Android app stores.  With access to mobile banking, your mobile app will have all of the power of a full-featured mobile banking site. View Course Details»

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. View Course Details»

One of the most difficult challenges that a supervisor faces is knowing how to effectively coach an employee who is not performing up to expectations.  Helping the employee understand the reason for the coaching and addressing the issue with tact and direction may mean the difference between better performance and disciplinary action.  In this course, participants will learn effective coaching skills and the opportunities they present for a better workforce. View Course Details»

This course will cover the nuances of a solid vendor-management program. The course will outline the basic components of a program and regulatory requirements that govern this area of credit union operations. View Course Details»

This class covers the many different reasons for workplace conflict, how to identify the triggers, and the best methods and styles for positive resolution. View Course Details»

In this course, participants learn the ins and outs of imaging options designed to allow credit unions to work with members remotely. Participants learn how to begin implementing eSignatures, Virtual Strongbox, and Enhanced Online Vault and how these tools can help them significantly increase their value among members. View Course Details»

Conversations on Plastics- Card Clean Up View Course Details»

Join CU*Answers Imaging Solutions for a Conversation on Imaging! We want your input on our products, to continue making them successful for the future. We invite you to connect with your peers and see how they are using CU*Forms for their forms and processes. Build relationships, share ideas, and maybe even have a form swap! View Course Details»

Chances are your Information Security Program has changed over the years to adjust to the demands of auditors and regulatory examiners without fully understanding how each component fits in the overall strategy or contributes to your credit unions security posture. This course was designed to take a step back and approach the Information Security planning process from a business perspective. Participants will learn the components of a comprehensive InfoSec Program, understand the role and purpose of each for mitigating risk to IT assets, and identify gaps and weaknesses in existing strategies and controls.   View Course Details»

This day's agenda introduces and explores the built-in analytical bench of tools called ‘Dashboards’ in CBX, with instruction and tips on how to quickly use their standard features and strengths to accomplish two major data goals – simple data mining, and detailed data analysis. Then the class will focus in-depth on Analytics Booth, a web application with strengths in long-term trending and high-level analysis. A particular emphasis of the class is on defining executive level data needs and recurring questions, then building a narrative with data to share with colleagues, management, or a board. The concepts covered include the ASAP strategy (Ask. See. Act. Profit.) and emphasizing the usability and access to data for all audiences at your credit union. Any role and any person can use data to inform themselves or others. This class covers “quick win”, straightforward solutions and strategies that are relevant to both a non-technical person and an analyst. This day’s training is on-site only, at CU*Answers in Grand Rapids, Michigan. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. View Course Details»

Morning: Working with Computer-Stored Data CBX Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CBX member data. This class will establish a foundation of knowledge to understand and identify data structure and storage concepts, as well as outline the steps to create a very simple custom report. The concepts covered are used in many CBX products, from teller auditing to cash management to general member inquiries. Optional Breakout: Intermediate to Advanced query users will have the option to break out to an Advanced Query session for part of the day’s agenda.   Afternoon: Essentials of Building a Report In the afternoon we build on the foundation learned in the morning session and will cover all features that are commonly used with Report Builder feature (Tool 100). Example reports and optional practice time help to build skills with this technical tool that, when properly used, can be used to customize many reports and take control of one of your most valuable assets; your data! The concepts covered in this class include all aspects of Report Builder that are necessary to build most simple reports and some intermediate-level reports. Advanced query skills are not covered in the primary course, but an optional breakout for Advanced users is offered and encouraged for anyone interested! Please also reach out to ai@cuanswers.com if interested in advanced query resources and training. This day's training is on-site at CU*Answers and all participants should bring a laptop capable of a CU*BASE connection. View Course Details»

To be a data-focused credit union, you must first be aware of the data you have, where it lives, and how to access or connect it. There is a massive amount of product, transaction, and member data in the CU*BASE core system, but most credit unions also have data in multiple other systems. The effort of understanding and managing the data ecosystem of your credit union is a valuable foundation from which your analysis strategies and data-driven decisions will build.  Morning – Data Warehousing and Data Analysis Review This session’s morning agenda will be a free-form discussion on the topics covered during the Tuesday Query Training sessions, with the class revisiting the most important topics discussed during the previous day. We will also highlight the data exchange and data warehousing strategies available to the network! Within this review of data warehousing, we ask and cover the following questions: Where does my credit union data live today? What is my toolkit I have for managing my data? How long is the data stored in the system, and is there an option to keep it longer? How do I make changes to my data? When and how does data from multiple systems connect? What are my options to customize data collection? Where and how can I find and keep new data? Afternoon – Hot Topics in Database Management This session’s afternoon agenda covers resources and toolkits available to assist in creating a database management strategy. The latest and most popular topics are reviewed and discussed as a group, including Self-Directed Data Floods, Nostradamus calculator suggesting next product or service for members, Unique Data Management (UDM) Custom Fields, Query management strategies (automation and database changes), Specialty data possibilities (Optics data sets), DEX automated data extraction, etc. This day's training is on-site only, at CU*Answers in Grand Rapids, Michigan. View Course Details»

Join us as we give updates, share insights, and discuss your ideas around all of our current Instant Payment projects, including RTP®, the FedNow® service, Payrailz P2P, our project to integrate to Zelle, and more. View Course Details»

Retailer Direct is an indirect lending solution operated by CU*Answers, developed to offer third parties a direct integration with CU*BASE. Utilizing an online application portal, business retailers offering goods or services can finance loans directly with your credit union. Interested to see it live? Come join the Lender*VP team to learn about Retailer Direct! View Course Details»

This course will offer participants an open forum in which to discuss issues and questions related to internal controls.  The course will also cover CU*BASE tools that can aid credit unions in building sound internal control structures.  Additionally, the course will cover current events that revolve around insider abuses and employee fraud. View Course Details»

You can hardly go anywhere today without hearing about database management, warehousing, and mining. What do these terms mean? And how do credit union employees participate in these new concepts? CU*BASE Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CU*BASE member data. This class will cover pre-defined inquiry options found throughout the CU*BASE menu system and outline the steps to create a very simple custom report. The concepts covered in this class are used in many CU*BASE products, from teller auditing to cash management to general member inquiries. It is important that the credit unions own internal trainers understand the basic concepts in this course so that they can help credit union employees as they use CU*BASE every day. View Course Details»

This class builds on the basics learned in Report Builder 1, and will cover all features that are commonly used with the CU*BASE database structure.  The Report Builder gives you the power to take control of one of your most valuable assets ” data ” and get exactly the analysis you need from your CU*BASE data files. View Course Details»

In this class you will learn the steps for creating the credit card loan on CU*BASE and how to modify the loan if needed after the credit report is pulled.  We will also discuss card embossing, and what you need to know! View Course Details»

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. View Course Details»

The Client Services and Education Team invites you to join the network of CUSO Educators and become an active participant in our initiative to spread awareness of CU*BASE Tips and Tricks that will make everyday transactions/activities easier for your staff. This group is designed specifically for credit union education coordinators and trainers. We’ll discuss how to set up an education plan and calendar, best practice techniques for new employees, improving existing employee skills, and how to take advantage of all available resources to help better understand our products and services. View Course Details»

This group provides an open forum to talk about fraud prevention, fraud detection, emerging risks, current issues, best practices, and more. Credit unions drive the conversations and share knowledge with each other, and our teams share tips for CU*BASE tools for monitoring and mitigating fraud risk. View Course Details»

Concerned about your website and web accessibility? Worried about the WCAG 2.0 guidelines and how your website conforms? CU*Answers Web Services is launching a new scanning, reporting and remediation service to monitor your website and guide your journey toward conformance. View Course Details»

Analytics Booth provides credit union executives and managers an opportunity to showcase the things you are doing right! Credit unions boast that processes that use spreadsheets, like Excel, can be optimized through the application of Analytics Booth. Analytics Booth can be used to solve issues across a myriad of different complexities, like sinking revenues, inefficient method of capturing and sharing information, fraud reporting, poor KPI management, measuring campaign effectiveness and more. View Course Details»

This class is designed to help you understand the tools in CU*BASE for monitoring abnormal and suspicious member activity. CU*BASE has numerous tools to track abnormal member activity, high risk-designated members, and activity frequently related to fraud. View Course Details»

This class focuses on selling loans to members. From the initial "hello, how are you?" to the "where would you like your loan funds?" this class shows how CU*BASE can make every credit union staff member an effective loan sales rep. The key to making a member a lifetime borrower is an interactive lending database that tracks the members application information the entire time that member is active. This database creates a state of readiness that can be accessed for use not only by credit union staff but for the online banking products of the future. How do you sell a loan?  Are your members "on line" or do they still fill out applications, wait in line, and wonder why you don't remember them since the last time they needed a loan? View Course Details»

In this course participants will get a in depth look at the AuditLink Daily Run Sheet and the different services AuditLink provides to help save credit unions precious time and resources.  We will discuss best practices for reviewing the run sheet including covering topics such as how to leave trackers on accounts.  Course participants can also expect to get a closer look at CU*BASE tools to help efficiently and effectively review accounts listed by the AuditLink team for review. View Course Details»

This course covers the redesigned online membership application. In this course, participants will learn about MAP and MOP, the new automated membership opening processes that allow a non-member to not only apply for membership, but also perform all the steps necessary to become a credit union member. View Course Details»

In this course, you will gain practical knowledge you can use every day to communicate with members and retain key points from your conversation in order to assist fellow staff members in their interactions with the member. Tracker records are created and stored for each member and can be viewed by any employee with access to Account Inquiry. They document important account and member events safely within CU*BASE. If an event or task needs attention by another employee, you canassign your Tracker to that employee. Using Tracker records, any employee can assist a member because past conversations and agreements with the member are right at their fingertips. Regardless of their delivery method, be it in person, by phone, or via online banking, Trackers help members will feel valued and well served. Note: CU*BASE marketing programs can be utilized separately or strategically combined to meet your credit unions marketing and communication needs. Be sure to register for the following courses to take advantage of what CU*BASE can do for you: 4.10: Introduction to CU*BASE Marketing & Sales Tools 4.12: Member Connect: Building a Communication Network within CU*BASE 4.13: Cross Sales & Sales Trackers: Offering Relevant Opportunities to Your Members View Course Details»

In a constantly changing and increasingly complex business and IT environment, unplanned disruptions can be costly, resulting in financial losses, member dissatisfaction, and regulatory compliance issues.  Countering these risks and creating the resilience a business must have to remain competitive requires more than a stand-alone recovery plan. This course has been developed to provide an overview of business continuity planning and the five-phased approach from start to finish for the development and implementation of a business continuity management (BCM) program based on industry guidelines and best practices. View Course Details»

Excellent employee performance starts with excellent employee selection.  Asking the right questions, knowing when to dig deeper, and looking for red flags are all part of a successful interview.  Designed with credit unions in mind, this class will lead participants through interview basics and guide them through effective candidate selection. View Course Details»

Whether the incident comes in the form of a cyber event (malware) or a disruption of service (power outage), having an outdated incident response plan sitting on a shelf will not be sufficient. In this course, participants lean the steps required to develop, implement, and test their incident response plan to respond more quickly and effectively to the next incident that threatens to disrupt credit union operations. This course will walk participants through a typical response and show them the steps required to detect, contain, remediate, and recover from a threat. Participants also learn how to form an effective incident response team, one that is prepared to take action and restore business operations. View Course Details»

The Collections Roundtable is an open forum discussion on collections laws, internal procedures and CU*BASE processes. Learn from network partners who learn from each other and add new vigor to your own collections teams. View Course Details»

Join the Client Services and 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. View Course Details»

This is a collaboration event where credit unions can come chat about their form processes and share their forms with other credit unions. View Course Details»

Our Conversations on Serving Business Members summit will be our in-person event where we will discuss best practices and creative ideas with our peers, we will brainstorm on solutions that you or your business members are looking for, and we will also provide a series of project updates on upcoming changes/enhancements! View Course Details»

Join us, the Lender*VP Team and our representatives from REPAY for a live demo to be able to see all the features they have to offer for your members to easily make their loan payments online. View Course Details»

Member Connect is a vehicle to connect your members to your credit union quickly, regularly, and consistently. Whether your goal is to promote a new product or service, quickly blast an all-member alert, or simply to keep in touch for greater member retention, Member Connect makes it easy to communicate with your members. This CU*BASE communication tool provides a single access point to powerful marketing channels available in CU*BASE, from online banking messages and emails to mailing labels and phone contacts to Next Suggested Product notes. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. The course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area. View Course Details»

In this course, we will review CU*BASE options for servicing mortgage loans through the credit union’s traditional service delivery points. 360-day loans require repayment rules and special handling not related to the typical credit union member loan. Understanding and explaining these differences to your members will be the difference between using the CU*BASE system and purchasing an outside servicing package. This course is key to getting the maximum return on CU*BASE mortgage loans. View Course Details»

This course shows participants how to launch Mobile Manager, Mobile Alerts and access to CU Info, a web-based solution that allows credit unions to design their mobile app, as well as some areas of online banking. Learning how to upload advertisements and create a custom navigation of your credit union mobile app. Topics in this course give participants the tools they need to get started using these tools within CU Publisher. View Course Details»

This course shows participants how to launch It’s Me 247 Manager, a web-based solution that allows credit unions to design their online banking navigation and branding. Learning how to upload advertisements and create a custom navigation of your credit union online banking. Topics in this course give participants the tools they need to get started using these tools within CU Publisher. View Course Details»

This class covers the many different reasons for workplace conflict, how to identify the triggers, and the best methods and styles for positive resolution. View Course Details»

If your credit union would like to create a presence across all channels, come learn how to deploy a mobile app to both Apple and Android app stores.  With access to mobile banking, your mobile app will have all of the power of a full-featured mobile banking site. View Course Details»

In 2025 our task has been to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, to set a new foundation for the next 25 years of development. Even as the dust is still settling on the transition from GOLD to CBX, we are turning at least part of our attention toward what's next. Just as you’ve collaborated with us during the alpha-test phase, we want you to participate as we start planning and prioritizing the cool stuff, the exciting possibilities that are available to us now with this brand-new platform and infrastructure. For example: • What will the release schedule look like, now that we don't have to deploy via GUAPPLEs? • What new programming languages and techniques might we be able to use, and what might those get us? • What new integrations could we consider? • What existing features could be redesigned to take better advantage of screen real estate? • What other refinements might be possible to take better advantage of the web browser look and feel? The sky's the limit...but we still need to walk before we run. Conversations on What's Next for CBX is all about mapping out the future we are dreaming about, together. View Course Details»

This class covers the CU*BASE tools utilized in configuring credit union loan products.   From servicing controls, to financial analysis, to examination reporting, CU*BASE leads the way in flexibility and creative processing for todays loan team. This class concentrates on the broad picture of what makes up a loan portfolio and how it is focused. View Course Details»

Complying with rules and guidelines imposed by the Bank Secrecy Act (BSA) can be a complicated task.  CU*BASE tools for monitoring transaction activity are built to last through the complexity of rules interpretations and performance of due diligence on credit union accounts.  This class is designed to teach your supervisory personnel the configurations and procedural operation of CU*BASE tools used in monitoring, evaluating and reporting on the events associated with BSA Compliance. View Course Details»

A member has questions about their new credit card account, and you need to understand the CU*BASE tools so that you can assist the member. Attend this class to learn how to understand the credit card account through Phone Operator and the Inquiry feature. You will also learn about making payments and cash advances. A payment has been applied incorrectly and an adjustment needs to be made to a members credit card account. Join us in this class to learn the dos and donts of performing miscellaneous account adjustments. View Course Details»

A member has questions about their new credit card account, and you need to understand the CU*BASE tools so that you can assist the member. Attend this class to learn how to understand the credit card account through Phone Operator and the Inquiry feature. You will also learn about making payments and cash advances. A payment has been applied incorrectly and an adjustment needs to be made to a members credit card account. Join us in this class to learn the dos and donts of performing miscellaneous account adjustments. View Course Details»

This class reviews in detail the functions available for working with members based on the 4 Steps To Better Service model.  The course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. This class takes a special look at the CU*Answers' unique ability to allow credit unions to form shared branching alliances.  These functions allow members to be served interactively without special processing. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. The course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area. View Course Details»

This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE. View Course Details»

This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE. View Course Details»

The number-one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within CU*BASE 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 production. View Course Details»

The number-one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within CU*BASE 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 production. View Course Details»

In a constantly changing and increasingly complex business and IT environment, unplanned disruptions can be costly, resulting in financial losses, member dissatisfaction, and regulatory compliance issues.  Countering these risks and creating the resilience a business must have to remain competitive requires more than a stand-alone recovery plan. This course has been developed to provide an overview of business continuity planning and the five-phased approach from start to finish for the development and implementation of a business continuity management (BCM) program based on industry guidelines and best practices. View Course Details»

Microsoft Excel is one of the most important analytical tools in the financial industry.  Nearly every credit union staff member can benefit from a basic knowledge of this program and its powerful capabilities.  In this course, participants will explore Microsoft Excel and its credit union applications. View Course Details»

Microsoft Excel is one of the most important analytical tools in the financial industry.  Nearly every credit union staff member can benefit from a basic knowledge of this program and its powerful capabilities.  In this course, participants will explore Microsoft Excel and its credit union applications. View Course Details»

This course shows participants how to launch Secure Online Form Generator/Request Center, a web-based solution that allows credit union to design their own online forms and applications by which members can make requests in online banking and mobile banking.  From the basics of creating a secure online form to the ins and outs of working the data submitted, Topics in the course give participants the tools they need to get started using Secure Online Form Generator/Request Center. View Course Details»

This course shows participants how to launch Secure Online Form Generator/Request Center, a web-based solution that allows credit union to design their own online forms and applications by which members can make requests in online banking and mobile banking.  From the basics of creating a secure online form to the ins and outs of working the data submitted, Topics in the course give participants the tools they need to get started using Secure Online Form Generator/Request Center. View Course Details»

This course will offer participants an open forum in which to discuss issues and questions related to internal controls. The course will also cover CU*BASE tools that can aid credit unions in building sound internal control structures. Additionally, the course will cover current events that revolve around insider abuses and employee fraud. View Course Details»

This course will offer participants an open forum in which to discuss issues and questions related to internal controls.  The course will also cover CU*BASE tools that can aid credit unions in building sound internal control structures.  Additionally, the course will cover current events that revolve around insider abuses and employee fraud. View Course Details»

Provide staff with immediate resources on communication prompts to engage and informmembers of opportunities or news that is most relevant to each individual member. Use the knowledge from this class to build a framework of sales prompts that lead and support member-facing staff in their sales conversations with members. Note: Implementation of a Next Suggested Product routine works best with a basic knowledge of Trackers. View Course Details»

Next Suggested Product is a unique and valuable sales tool that that brings your cross-sales initiatives to the next level. Run a one-time communication initiative or build an entire network of sales prompts. Then use the cross sales tool to document the results of salesconversations, track incentives, and indicate the need for future action. Provide staff with immediate resources on communication prompts to engage and informmembers of opportunities or news that is most relevant to each individual member. Use the knowledge from this class to build a framework of sales prompts that lead and support member-facing staff in their sales conversations with members. Note: Implementation of a Next Suggested Product routine works best with a basic knowledge of Trackers. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. View Course Details»

Uncover the reasons your members call and dive deep into better understanding the members that call your credit union with this course. Starting with how Wrap Up Codes can change your credit union and finishing with quick and easy analysis options, this course covers everything for Wrap Up Code Implementation from start to finish with Xtend’s resident data expert. Wrap Up Codes allow your staff to quickly enter why members called your credit union and use 1-Click Trackers, saving your staff precious seconds on every single phone interaction. View Course Details»

You just received a notice from the court that one of your members has filed bankruptcy.  What are the procedures you must follow to make sure you manage this situation properly? The class focuses on the communication of the bankruptcy to staff, the compliance of the laws relating to what you can and cant do, and making sure the account is tracked and treated appropriately. View Course Details»

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. View Course Details»

This class concentrates on the ability to control credit union employee access to the CU*BASE processing system.  Topics covered include how to set up a new employee, how to maintain an existing employee, how to block an employee from viewing sensitive data or from working with their own accounts.  This class is a must to be prepared for an EDP audit. CU*BASE Security is designed to protect both the credit union and the employee. By limiting an employee's access to certain areas, errors are curtailed and credit union leaders are reassured that their employees are above suspicion. This course is also available to be viewed anytime as a recorded webinar.  Click here to view the webinar. View Course Details»

This course gives credit union leadership a practical look into how they can observe trends, track activities, review profitability, and audit key factors driving their business.  Through investigation of multiple CU*BASE tools, participants learn techniques to monitor member activity, understand the importance of internal controls, discover deficiencies they may have in their current practices, and maintain a satisfactory standard of operation. View Course Details»

In this course, you will gain practical knowledge you can use every day to communicate with members and retain key points from your conversation in order to assist fellow staff members in their interactions with the member. Tracker records are created and stored for each member and can be viewed by any employee with access to Account Inquiry. They document important account and member events safely within CU*BASE. If an event or task needs attention by another employee, you canassign your Tracker to that employee. Using Tracker records, any employee can assist a member because past conversations and agreements with the member are right at their fingertips. Regardless of their delivery method, be it in person, by phone, or via online banking, Trackers help members will feel valued and well served. Note: CU*BASE marketing programs can be utilized separately or strategically combined to meet your credit unions marketing and communication needs. Be sure to register for the following courses to take advantage of what CU*BASE can do for you: 4.10: Introduction to CU*BASE Marketing & Sales Tools 4.12: Member Connect: Building a Communication Network within CU*BASE 4.13: Cross Sales & Sales Trackers: Offering Relevant Opportunities to Your Members View Course Details»

Uncover the reasons your members call and dive deep into better understanding the members that call your credit union with this course. Starting with how Wrap Up Codes can change your credit union and finishing with quick and easy analysis options, this course covers everything for Wrap Up Code Implementation from start to finish with Xtend’s resident data expert. Wrap Up Codes allow your staff to quickly enter why members called your credit union and use 1-Click Trackers, saving your staff precious seconds on every single phone interaction. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. View Course Details»

This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE. View Course Details»

In this course, participants learn the ins and outs of imaging options designed to allow credit unions to work with members remotely. Participants learn how to begin implementing eSignatures, Virtual Strongbox, and Enhanced Online Vault and how these tools can help them significantly increase their value among members. View Course Details»

This class is designed to help you understand the tools in CU*BASE for monitoring abnormal and suspicious member activity. CU*BASE has numerous tools to track abnormal member activity, high risk-designated members, and activity frequently related to fraud. View Course Details»

Join the Client Services and 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. View Course Details»

This course will cover the nuances of a solid vendor-management program. The course will outline the basic components of a program and regulatory requirements that govern this area of credit union operations. View Course Details»

Both an introduction and a refresher for CU*BASE users, this class concentrates on the tools that allow the user to be prepared to answer member inquiries of any type.  Users are taught how entering new accounts, working with existing accounts, and closing accounts relates to the CU*BASE centralized database.  If you are being stumped by members or auditors, or just having basic research problems on your member database, this class is a must.  Communication is the key. View Course Details»

In this course, participants will take a look at key CU*BASE tools designed to help their credit union remain in compliance with current regulations. The course will cover Regulation D, Regulation E, and dormancy issues, along with other related issues brought forward by course participants. Course participants will also get a look at CU*BASE tools that will help them prepare for audits and examinations. View Course Details»

The Client Services and Education Team invites you to join the network of CUSO Educators and become an active participant in our initiative to spread awareness of CU*BASE Tips and Tricks that will make everyday transactions/activities easier for your staff. This group is designed specifically for credit union education coordinators and trainers. We’ll discuss how to set up an education plan and calendar, best practice techniques for new employees, improving existing employee skills, and how to take advantage of all available resources to help better understand our products and services. View Course Details»

Join us as we give updates, share insights, and discuss your ideas around all of our current Instant Payment projects, including RTP®, the FedNow® service, Payrailz P2P, our project to integrate to Zelle, and more. View Course Details»

Chances are your Information Security Program has changed over the years to adjust to the demands of auditors and regulatory examiners without fully understanding how each component fits in the overall strategy or contributes to your credit unions security posture. This course was designed to take a step back and approach the Information Security planning process from a business perspective. Participants will learn the components of a comprehensive InfoSec Program, understand the role and purpose of each for mitigating risk to IT assets, and identify gaps and weaknesses in existing strategies and controls.   View Course Details»

In a constantly changing and increasingly complex business and IT environment, unplanned disruptions can be costly, resulting in financial losses, member dissatisfaction, and regulatory compliance issues.  Countering these risks and creating the resilience a business must have to remain competitive requires more than a stand-alone recovery plan. This course has been developed to provide an overview of business continuity planning and the five-phased approach from start to finish for the development and implementation of a business continuity management (BCM) program based on industry guidelines and best practices. View Course Details»

Member Connect is a vehicle to connect your members to your credit union quickly, regularly, and consistently. Whether your goal is to promote a new product or service, quickly blast an all-member alert, or simply to keep in touch for greater member retention, Member Connect makes it easy to communicate with your members. This CU*BASE communication tool provides a single access point to powerful marketing channels available in CU*BASE, from online banking messages and emails to mailing labels and phone contacts to Next Suggested Product notes. View Course Details»

This course takes a detailed look at the functions available in CU*BASE that assist staff in delivering superior service to members. View Course Details»

In this course participants will get a in depth look at the AuditLink Daily Run Sheet and the different services AuditLink provides to help save credit unions precious time and resources.  We will discuss best practices for reviewing the run sheet including covering topics such as how to leave trackers on accounts.  Course participants can also expect to get a closer look at CU*BASE tools to help efficiently and effectively review accounts listed by the AuditLink team for review. View Course Details»

The Collections Roundtable is an open forum discussion on collections laws, internal procedures and CU*BASE processes. Learn from network partners who learn from each other and add new vigor to your own collections teams. View Course Details»

Complying with rules and guidelines imposed by the Bank Secrecy Act (BSA) can be a complicated task.  CU*BASE tools for monitoring transaction activity are built to last through the complexity of rules interpretations and performance of due diligence on credit union accounts.  This class is designed to teach your supervisory personnel the configurations and procedural operation of CU*BASE tools used in monitoring, evaluating and reporting on the events associated with BSA Compliance. View Course Details»

This class covers the CU*BASE tools utilized in configuring credit union loan products.   From servicing controls, to financial analysis, to examination reporting, CU*BASE leads the way in flexibility and creative processing for todays loan team. This class concentrates on the broad picture of what makes up a loan portfolio and how it is focused. View Course Details»

This class focuses on selling loans to members. From the initial "hello, how are you?" to the "where would you like your loan funds?" this class shows how CU*BASE can make every credit union staff member an effective loan sales rep. The key to making a member a lifetime borrower is an interactive lending database that tracks the members application information the entire time that member is active. This database creates a state of readiness that can be accessed for use not only by credit union staff but for the online banking products of the future. How do you sell a loan?  Are your members "on line" or do they still fill out applications, wait in line, and wonder why you don't remember them since the last time they needed a loan? View Course Details»

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in CU*BASE. View Course Details»

In this course, we will review CU*BASE options for servicing mortgage loans through the credit union’s traditional service delivery points. 360-day loans require repayment rules and special handling not related to the typical credit union member loan. Understanding and explaining these differences to your members will be the difference between using the CU*BASE system and purchasing an outside servicing package. This course is key to getting the maximum return on CU*BASE mortgage loans. View Course Details»

In this class we will review CU*BASE options for maintaining mortgage escrow shares and escrow analysis. From the initial configuration of type codes and escrow payees through the payment procedures and annual escrow statement, you will learn the interactive features that make CU*BASE a robust, comprehensive escrow-processing system. Whether you are a current user of the escrow-processing system or haven't had much experience with it, this class will be beneficial. Pick up some new tips or use the information to decide in favor of automating escrow processing this year. View Course Details»

In a world that expects immediate response and immediate satisfaction, the time between a loan request and the money being put in the members hands is shrinking daily. One key to members being satisfied with the credit unions loan program is the automated distribution of pre-approved, open-end, and line-of-credit loans. With automation, challenges will come. How do you avoid disbursing on delinquent loans? How do you recalculate payments? How do you analyze credit expiration dates? This class will answer these and many other questions on how CU*BASE can lead the way to member satisfaction. View Course Details»

You just received a notice from the court that one of your members has filed bankruptcy.  What are the procedures you must follow to make sure you manage this situation properly? The class focuses on the communication of the bankruptcy to staff, the compliance of the laws relating to what you can and cant do, and making sure the account is tracked and treated appropriately. View Course Details»

How does your credit union communicate the daily goings on of the loan department to other staff?  How frequently does a member want to know the status of a loan request and must be put on hold until the individual loan officer is available? Is your credit union considering expanding its lending functions to locations in which you simply want a loan interviewer rather than a loan underwriter? By investigating the CU*BASE Underwriting Codes and related features, many of these issues can be addressed during this class.  This class is a must for loan supervisory personnel and upper management. View Course Details»

This class concentrates on the CU*BASE interactive online collections system. This tool aids credit union collectors in all facets of delinquent-member interactions and communications.  Through completing the work, the collector actually builds a historical database of member issues, problems and promises to be communicated to all credit union staff in their collective efforts to work with the member. This historical record- eeping is paramount to good disaster-recovery, and other collection processes. View Course Details»

Are you driving your Lending Team to new heights?  Are there channels of lending opportunities you are not tapping into yet, or that are not being mined to their full potential?  Come learn how! Also visit: http://lendervp.com/ View Course Details»