• Support
  • Contact
  • Shop

CU*Answers

Menu
  • Products
    • Core Software
      • CBX: Your Core Software
      • Custom Training Edition (CTE)
      • For CUSOs, CDFIs & Retail
        • Servicer Edition
    • Member Self-Service
      • It’s Me 247 Online Banking
      • It’s Me 247 Text Banking
      • It’s Me 247 Mobile App
      • BillPay, P2P and A2A offerings
      • CU*Talk
      • Membership Opening
    • Imaging Solutions
      • In-House Imaging Strategy
      • Online Imaging Strategy
    • Cooperative Initiatives
      • We are a Cooperative, Just like You
      • Analytics Booth
      • Board Sites
      • PolicySwap
      • CUATV
    • Shop – Order online at the CU*Answers Store
    • IRSC – Internet Retailer Support Center
    • In the Kitchen – We’re always cooking up new ideas here in the CU*Answers Kitchen
    • We Have What CUs Need – Solutions to help a credit union be a credit union
    • Close
  • Solutions
    • Accounting – Accounting and Financial Resources
    • IT Compliance Consulting – Strategic Technology Consulting
    • Asterisk Intelligence – Data Analytics and Data Warehousing
    • AuditLink – Audit and Compliance
    • BizLink – Integrated Business Solutions
    • Business Continuity – Disaster Recovery and Incident Response
    • Cards & Payments – One stop for Bill Pay and ATM/Debit/Credit/Instant Issue Cards
    • CMS – CU*Answers Management Services
    • Client Services & Education – CBX Support and Training
    • Compliance & Risk – Bridge between law and operations
    • Conversions – Smooth transitions to CBX
    • Custom Services – A Strategy for Building Custom Software with CU*Answers
    • Earnings Edge – Tools to Improve Your Operations
    • Hospitality – Use our Facilities for Your Next Meeting
    • Human Resources – Success Through People
    • Imaging Solutions – Document Imaging Strategies
    • Internet Retailer
      Support Center
      – Online Retailing 2.0
    • Just Turn It On – Let Us Show You How
    • Lender*VP – Lending Experience, Management and Tools
    • Marketing – Market to your members
    • Network Services – Your IT Services and Support
    • Programming – Building the Core Foundation for Our Future
    • Sales – Your Partner in Business
    • Solutions Contact Center – High quality member support and interaction
    • Web Services – Online Marketing and Web Presence
    • Close
  • Resources
    • Client News – Up to Date News and Information
      • In the Kitchen
      • System Availability
      • Owner’s View
    • CU*Answers University – Offering classroom & webinar sessions
      • 2026 Education Catalog
      • Training Resources
      • Bedrock Community Credit Union
      • Custom Training Edition (CTE)
      • Register for Upcoming Events
      • Training Evaluation Form
    • References & Help – Direct access to information you need
      • AnswerBook
      • Online/Mobile Banking Reference Materials
      • It’s Me 247 User Help
      • CBX Reference Materials
      • CBX Help
      • Show Me The Steps Online Help
      • Owner’s View
    • Documentation – Prepare for the latest release
      • Release Summaries
      • Release Planning
      • Pricing Guides
      • My Favorite Dashboards & Reports
      • Release of Credit Union Member Information
    • Get Involved – Get involved with your cooperative
      • Jump In the Beta Pool
      • Submit An Idea
      • CU*Answers Mentorship Program
    • Videos – Training videos and video customization
      • It’s Me 247 How-To Video Series
      • OnDemand
      • Video Customization
    • Conversations on… – Interact with your peers
    • Owner’s View – Track Project Status
    • Close
  • Events
    • Leadership Conference
      • 2026 – Prepping the Laboratory
      • 2025 – Setting the Waypoint
      • 2024 – Blazing the Trail
      • 2023 – Setting a Base Camp for our Future
      • 2022 – Our Next Adventure
    • CEO Strategies
      • CEO Strategies Week 2026
      • CEO Strategies Week 2025
      • CEO Strategies Week 2024
      • CEO Strategies Week 2023
      • CEO Strategies Week 2022
    • Boot Camps
      • Network Services Boot Camp (2026)
      • CUSO Technology User Group (2027)
    • Conversations on… – Join a Conversations on… Group
      • Conversations on Pricing
      • Conversations on Education
      • Conversations on Fraud
      • Find My Conversations On… Group
    • We Have What CUs Need – We have what a credit union needs to be a credit union.
    • CU*Answers Scholarship – CU*Answers is committed to “walk the talk.”
    • CU*Answers Awards – Achievements in our CUSO
    • CU*Answers University – Both classroom and webinar offerings to continue your education
    • Close
  • Shop
  • About
    • On The Inside
      • Board of Directors
      • Leadership
      • Report To Owners
      • Applications for Associate Board Members
    • Learn About CU*Answers
      • We are a Cooperative, Just like You
      • Join Our Team
      • History
      • In the News
    • A Guided Tour of CU*Answers
      • History
      • CUSO Model
      • CBX Software
      • Member Focus
      • Self Service Product Line
      • Education and Support
      • Marketing
      • Valued Partners
      • Leadership
      • More Information
    • Other
      • Tradeshow Schedule
      • Network of Credit Unions
      • Partners
      • A Vendor’s Guide to CU*Answers
      • Non-Disclosure Policy & Agreements
      • Responsible Use of Artificial Intelligence (AI) at CU*Answers
      • Due Diligence Materials
      • Contact
    • We’re Hiring! – Checkout these exciting careers at CU*Answers!
    • Report To Owners – Biennial financial report and a recommitment to the principles that drive our CUSO
    • We’re a Cooperative – CU*Answers is a CUSO and a Cooperative, and we’ve been living the cooperative spirit for years.
    • Due Diligence Materials – “one stop shop” is to simplify your vendor due diligence needs
    • Close
Two for Tuesday 

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Meet Your New Estate Planning Program Powered by Legal Karma 

Meet Your New Estate Planning Program Powered by Legal Karma

CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the convenience provided to your members. Use the button below to register now. Register Now

Standard Teller Techniques 

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Get Ready for the Next Collections Roundtable 

Get Ready for the Next Collections Roundtable

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight 

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026 

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo! 

Join Us for a Free Custom Training Edition Demo!

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 new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September! 

Take a Look at the CU*Answers University Courses for September!

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 August! Use the button below to check them out now. Learn More

Custom Services New Name 

Custom Services New Name

Previous Next
Open Discussion on Vendor Management

Open Discussion on Vendor Management

Credit union staff and vendor risk managers: join AuditLink for an open dialogue on vendor management! During this event, we will discuss existing and upcoming challenges, along with trends in the vendor management compliance landscape. Use the button below to learn more and register for this upcoming event! Learn More

2026 Education Spotlight – It’s Me 247 Online Banking

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now

Join Network Services for our October Boot Camp

Join Network Services for our October Boot Camp

Join us October 14th and 15th for a two-day boot camp! This is an opportunity for your credit union IT members to build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to learn more and register now. Register Now

Reminder: Collections Services Pricing Increase Beginning June 1st, 2026

Reminder: Collections Services Pricing Increase Beginning June 1st, 2026

Thank you for being a valued Collections Services client! After careful consideration of our services and resource requirements, as well as a review of the market, we have decided that we need to make a slight adjustment to the cost of our services. Starting June 1st, 2026, we will be increasing our Collections Services to $3.75 per… Read more »

Client NewsCU*AnswersLender*VP
Apr 2, 2026

Join Us for the 2026 Golf Outing as Part of Leadership Week!

Join Us for the 2026 Golf Outing as Part of Leadership Week!

Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2026 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 18th 8:30 AM ET… Read more »

Client NewsCU*AnswersLeadership Conference
Apr 2, 2026

Join Us for the 2026 CU*Answers Leadership Conference!

Join Us for the 2026 CU*Answers Leadership Conference!

Register for the 2026 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »

Client NewsCU*AnswersLeadership Conference
Apr 1, 2026

Join Network Services for our May Boot Camp!

Join Network Services for our May Boot Camp!

Join us May 13th and 14th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! The May Boot… Read more »

Boot CampsClient NewsCU*AnswersEventsNetwork Services
Apr 1, 2026

Join Lender*VP for a Conversation on Loan Payment Solutions

Join Lender*VP for a Conversation on Loan Payment Solutions

Join Lender*VP for our upcoming Conversation On Loan Payment Solutions! Loan Payment Solutions via third-party providers have been a hot topic in the market. We invite you to collaborate with your network peers for a discussion on which loan payment solution provider they are using, what they like, what they don’t, and more. We hope you will… Read more »

Client NewsConversations OnCU*AnswersLender*VP
Apr 1, 2026

Nominations Period Closed – 2026 CU*Answers Election

Nominations Period Closed – 2026 CU*Answers Election

Per our Board Member handbook, this is official notification that the period for receiving nominations to fill seats on the CU*Answers Board of Directors has closed as of March 31, 2026. The CU*Answers Board of Directors met to set the final ballot for this year’s election. Ballots will be sent electronically to all owners during the week of… Read more »

Client NewsCU*Answers
Apr 1, 2026

Nominations Period Closed – 2026 Xtend Election

Nominations Period Closed – 2026 Xtend Election

Per our Board Member Handbook, this is the official notification that the period for receiving nominations to fill seats on the Xtend Board of Directors has closed as of March 31, 2026. Voting Electronically For the 2026 Xtend Board of Directors election, we will provide an electronic voting option through the Simply Voting service (simplyvoting.com). On… Read more »

Client NewsXtend
Apr 1, 2026

In Case You Missed It – Late March 2026

In Case You Missed It – Late March 2026

Take a look back at some important topics from the second half of March 2026: Take a Look at the CU*Answers University Courses for April! Review Your 5300 Call Report: Is CU*Answers Listed as Your Core Provider? Join Us for the 2026 CU*Answers Leadership Conference! What’s the Latest from Lender*VP? A Quick Look at Hot… Read more »

Client NewsCU*Answers
Mar 31, 2026

Join Us for Our 11th Annual Conversations on Compliance Event!

Join Us for Our 11th Annual Conversations on Compliance Event!

Save the date for our 11th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI!  This year’s event will take place on Wednesday, May 13th, from 9:00 AM to 3:30 PM ET. Join us for a discussion on topics including: IT/Cybersecurity NCUA Supervisory Priorities Fraud Monitoring with Abnormal… Read more »

AuditLinkClient NewsCU*AnswersEvents
Mar 31, 2026

AuditLink Invites You to Join a Conversation on Fraud!

AuditLink Invites You to Join a Conversation on Fraud!

Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »

AuditLinkClient NewsConversations OnCU*Answers
Mar 31, 2026
  1. First
  2. 30
  3. 31
  4. 32
  5. 33
  6. 34
  7. 35
  8. 36
  9. >>
  10. Last
 
Conversations On…

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

In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the last half of August 2026! View Topics

You’re Invited to an In-Person Lunch & Learn Event!

You’re Invited to an In-Person Lunch & Learn Event!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work. Use the button below to learn more and register today. Register Today

Shop Now at the CU*Answers Online Store.

CBX Updates

The next CBX updates are currently scheduled for:

Online/Partner CUs
26.10  Oct. 11, 2026 (Sunday)
Self Processing CUs
26.10  

More about releases

Popular Posts

  • CBX Reference
  • Client News
  • Owner’s View
  • In the Kitchen
  • Contact Form
  • Network Services
  • It’s Me 247 Online Banking
  • Register for Upcoming Events
  • Join Our Team
  • Keeping the Connection

NACUSO Collaboration

Contact Us!

Contact Us!
We're Hiring!

Popular Client News

  • Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
  • Join Us for a FREE Education Express Webinar!
  • New Compliance Deadline and Details for The Clearing House RTP Operating Rule
  • Important: MACO Re-enrollment Schedule Changes
  • Join Network Services for our October Boot Camp!
  • Take a Look at the CU*Answers University Courses for August!
  • An Important Update on the SWIVEL Project
  • CUaxis Credit Unions: Join Us for Our August Education Series!
  • ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
Standard Teller Techniques

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Join Us for CEO Strategies 2026

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

Join Us for a Free Custom Training Edition Demo!

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 new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

We're Hiring!
Contact Us
http://www.cuanswers.com/
Copyright © 2002 - 2026 CU*Answers • Privacy Notice
CU*BASE® is a registered trademark of CU*Answers.
CBX® is a registered trademark of CU*Answers.

Related Sites:
DISCLAIMER:

This website and included materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will CU*Answers, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information provided or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Any views and opinions expressed on this web site are those of the authors and do not necessarily reflect the official policy or position of CU*Answers or any of its affiliates.

Through this website you are able to link to other websites which are not under our control. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

 
↑ Back to Top ↑