In Case You Missed It – Early March 2026

In Case You Missed It – Early March 2026

Take a look back at some important topics from the first half of March 2026: Make the Most of Your Credit Union’s Initiatives with Strategic Release Management! February Owner’s View Monthly Recap Join Us for the 2026 CU*Answers Leadership Conference! Join Us for the 2026 Golf Outing as Part of Leadership Week! Save the Date… Read more »

Mar 16, 2026

2026 Education Spotlight – CU*Statements

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 »

Mar 16, 2026

CBX Update: Next Steps

CBX Update: Next Steps

Thank you for your continued partnership and support as we move forward along the journey transitioning to CBX. We’ve received much positive feedback, and we are excited about the opportunities this new interface will bring to your teams. We also recognize that some users have continued to experience session timeout and disconnection issues. There are… Read more »

Mar 13, 2026

2026 Education Spotlight – Closing Memberships/Accounts

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 »

Mar 13, 2026

2026 Education Spotlight – Opening Memberships/Accounts

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 »

Mar 12, 2026