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*BASE New Navigation – Don’t Forget to Join our Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – With the upcoming 17.03 Release of CU*BASE, your Favorite Tools can follow you from one workstation to another! With the New Navigation, your Favorite Tools are tied to your Employee ID. This also means that multiple credit union employees can use the same workstation,… Read more »

Feb 27, 2017

Don’t Miss this FREE Education Express Webinar!

Thursday, March 23 2:30 – 3:00 PM ET This Month’s Focus Tiered Service Points and Rewards We will be offering a session for credit unions that are interested in utilizing Tiered Service Points, and showing how they can reward members via a points program based on their membership services. Don’t miss this FREE webinar Get… Read more »

Feb 22, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Here at CU*Answers, we are very excited to roll out the new Search function with the 17.03 Release of CU*BASE on March 19!  Below are some tips for helping you get familiar with the Search feature: Make sure you are in the correct menu.  Favorite Tools under ‘My Tools’ may display… Read more »

Feb 13, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The New Navigation coming in the 17.03 Release of CU*BASE on March 19 doesn’t just offer a convenient Search function for longtime users.  New users can get more easily acquainted with Tools by organizing them under their favorites, and by accessing them via Shortcuts. Each Tool is also assigned… Read more »

Feb 1, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – The 17.03 release of CU*BASE, arriving March 19, features the ability to customize the order of your Tools.  This new feature allows each employee to prioritize their most frequently used Tools in a manner that best suits their daily tasks. The CU*Answers Client Services… Read more »

Jan 24, 2017

Big Changes on the Horizon with CU*BASE New Navigation!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Arriving March 19th, the New Navigation system will bring many exciting new features to CU*BASE!  The 17.03 release will allow you to Search for Tools, sort them alphabetically, and even set up lists of favorite tools tied to individual Employee IDs.  It’s a bold new take on the CU*BASE… Read more »

Jan 16, 2017