CU*Answers University

Laura Welch-VilkerA Letter to Clients

Dear CU*Answers Clients,

What a wealth of new training opportunities this year brings! I am excited to announce three new courses that will help you take advantage of all the options available through our Internet Retailer Support Center (IRSC): Shopping the IRSC Online Store (13.01), MAP/MOP – Applying for Membership Online (13.02), and Launching Your FREE CU*Answers Mobile App (13.03). In response to client requests for additional compliance training, we’re also offering two new Enterprise Risk Management courses this year: Internal Controls Best Practices (8.08) and Vendor Management 101 (8.09). Additionally, we’re introducing a new Secure-U course to assist clients with disaster recovery planning: Incident Response and recovery Testing (9.70). These six new courses bring our total number of course offerings to a whopping 115!

Among the numerous courses being offered in 2017, 11 have refreshed content, indicated by a “star/revised” notation on the course syllabus. One such course has been brought back into circulation this year. Previously available by request only, CU*Statements (4.40) is again included in the course schedule due to growing demand, so be sure to register for this course and find out what’s new with statement configuration in CU*BASE.

On top of our new and refreshed course offerings, we are introducing two new webinar series this year: “Revisions and the Future of CU*BASE Budgeting” and “Lending Tools Webinar Series.” These new training offerings will give participants the opportunity to discuss existing CU*BASE lending and budgeting tools and provide their input on enhancements in the pipeline. I am pleased to announce that these new webinar series, along with all of our webinars, are now free of charge, thanks to our new partnership with Zoom Video Communications, which specializes in user-friendly cloud video conferencing. Our new partnership comes as part of an effort to increase the quality and quantity of video training for our clients. As part of this effort, we are also continuing to add more CU*BASE and It’s Me 247 instructional videos to Show Me the Steps, which now includes nearly 200 videos tutorials!

If you prefer in-person training, you’ll be happy to know that we’ve added a new location to our list of areas in which we offer Regional Training Events. New in 2017 is the East Coast Regional Training Event. This new training event brings our total special training events to 26! Add to that our 115 course offerings and you have a plethora of educational offerings to fit just about any training need! I hope you are able to take advantage of the full education calendar this year because, as you know, success starts with training.

Sincerely,

Laura Welch-Vilker
CU*Answers
Vice President of Client Services and Education

Updated
October 19, 2016

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

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

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in November! Friday, November 3 11:00 AM – 12:00 PM ET, web conference Managing Delivery Channels   Monday, November 6 2:30 PM – 4:00… Read more »

Oct 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered

Oct 10, 2017

2 CU*Answers University Courses Now Being Offered as Webinars

2 CU*Answers University Courses Now Being Offered as Webinars

The following CU*Answers University courses were originally announced as in-person events to be hosted at our Grand Rapids headquarters, but will instead be held as webinars. Thursday, October 12 2:00 PM – 3:00 PM ET Using CU*BASE Loan Forms with Imaging Solutions   Wednesday, October 25 9:30 AM – 11:00 AM ET Designing CU*BASE Loan… Read more »

Oct 5, 2017

New Date! CU*Answers University: Monitoring Abnormal Activity

New Date!  CU*Answers University: Monitoring Abnormal Activity

Learn more about the tools in CU*BASE designed for monitoring abnormal and suspicious member activity!  Join us for this CU*Answers University course to learn about the tools that can help track abnormal member activity, high risk-designated members, and activity that is frequently related to fraud. Please note: This class was originally scheduled for Friday, October… Read more »

Oct 4, 2017

CU*Answers University: Monitoring Abnormal Activity

CU*Answers University: Monitoring Abnormal Activity

Learn more about the tools in CU*BASE designed for monitoring abnormal and suspicious member activity!  Join us for this CU*Answers University course to learn about the tools that can help track abnormal member activity, high risk-designated members, and activity that is frequently related to fraud. Please note: This class was previously offered as an in-person… Read more »

Sep 29, 2017

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

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

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in October!   Tuesday, October 3 2:00 PM – 3:00 PM ET, web conference Lending from Request to Disbursement: Understanding the Application Process  … Read more »

Sep 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 21 2:00 PM – 2:30 PM ET This Month’s Focus Records and Information Management in Business Continuity Planning Join Marilyn Boyd and Jim Lawrence from CU*Answers for an Education Express session designed to help credit unions better understand the role that Records and Information Management (RIM) plays in Business Continuity Planning (BCP).  They… Read more »

Sep 7, 2017

Now available as a webinar: CU*BASE and Key Regulations

Now available as a webinar: CU*BASE and Key Regulations

Previously offered as an in-person classroom event, we will now also be offering this upcoming course as a free webinar!  Join us as we discuss key CU*BASE tools that are designed to deal with regulation issues.  Regulation D, Regulation E, and dormancy issues will be closely reviewed, along with personal-identity verification and other topics brought… Read more »

Sep 6, 2017