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.


Laura Welch-Vilker
Vice President of Client Services and Education

October 19, 2016

CU*Answers University: Learn More About the Change Fund

CU*Answers University: Learn More About the Change Fund

Want to learn more about how to balance the Change Fund and its daily cycle?  Join us for this CU*Answers University course on Monday, June 12.  During this classroom event at our Grand Rapids headquarters, we will discuss: Using CU*BASE tools to balance a vault Helping tellers to balance cash drawers Reducing non-earning cash volumes… Read more »

Jun 5, 2017

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

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

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 June!   Wednesday, June 7 CU*BASE Mortgage Processing   Monday, June 12 Head Teller Vault/Change Fund Management   Wednesday, June 14 CU*BASE Escrow… Read more »

May 22, 2017

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: It’s time to register for the CU*Answers University Week, coming April 24-28 Don’t forget to register for our most timely and relevant courses condensed into one week!  Attendance is FREE for each of these courses! Register Don’t forget: the registration deadline is 2 days prior to each course.

Apr 17, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

The CU*BASE New Navigation arrives next week – make sure you are prepared! There’s still time to register for our final training session.  If you have not attended any of our previous training sessions, be sure to sign up – The CU*Answers Client Services & Education Team will help familiarize you with the New Navigation…. Read more »

Mar 14, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is March 15

Don’t Miss Out!  Final Training Session for CU*BASE New Navigation is March 15

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Looking for a particular Tool in the CU*BASE New Navigation?  Want to see how menus and Tools were organized in the previous version of CU*BASE?  CU*Answers has a library of documentation available for reference online, so you can compare the old with the new 17.03 release of CU*BASE. Check… Read more »

Mar 9, 2017