Training Evaluation Form

Thank you for attending today’s session!  To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.

 

Updated
October 24, 2014

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

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

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 February!   Tuesday, February 2 10:00 AM – 11:00 AM ET Vendor Management 101 Register for web conference   Thursday, February 4 3:00… Read more »

Jan 22, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 3 3:00 PM – 3:30 PM ET This Month’s Focus Review of Tool #2: Work/View Loan Application Status The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.  All incoming applications, regardless of their source, are marked with the date… Read more »

Jan 21, 2021

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jan 5, 2021

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

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

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 January!   Tuesday, January 12 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference   Wednesday, January 13… Read more »

Dec 21, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, January 4 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders for January Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Run Tax Information Reports Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »

Dec 21, 2020

Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

The Client Services & Education team has begun their yearly review of AnswerBook profiles.  Has your credit union recently reviewed your current users in AnswerBook?  Has your credit union ensured all contact information is up-to-date?  To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team… Read more »

Dec 14, 2020

Video Now Available: 2020 Year-End Processing Review

Video Now Available: 2020 Year-End Processing Review

A video recording of the 2020 Year-End Processing review is now available!  In it, we discuss what’s new for 2020 as well as important reminders and deadlines for this year’s tasks.  If you missed this year’s Year-End Processing review webinars, or if your staff would like additional opportunity to review the 2020 presentation, click below… Read more »

Dec 8, 2020