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.
Check out Custom Training Edition (CTE): a simulated training environment that mirrors your live environment, with your own member accounts, products, and services. Learn More
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.
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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 September! Tuesday, September 1 CU*Forms Programming Workshop Trending Webinar Series! 3:00 PM – 4:00 PM ET Register for Web Conference Wednesday, September 2 Leadership… Read more »
This course concentrates on issues related to printing and tracking credit union and vendor checks. Topics include setup and configuration of the accounts payable process, and check reconciliation options. By the completion of this course, participants will be able to: Explain the importance of using a database tool such as the accounts payable system to… Read more »
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? By the completion of this course, participants will be able to: Identify daily reports that can be used in balancing and monitoring general… Read more »
Does your credit union need to add a new user ID or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Get Started For a list of current User IDs, you can review… Read more »
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
This course introduces participants to ACH processing. Participants learn how to enter, maintain, and track ACH information. Participants will also gain a basic understanding of ACH transfers and learn how to use ACH as a credit union settlement tool. By the completion of this course, participants will be able to: Explain how to develop an… Read more »
Thursday, September 3rd 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Services AuditLink offers multiple services to credit unions to help alleviate internal compliance burden. If your credit union is struggling with policies, procedures, or internal bandwidth in the world of ACH monitoring, BSA compliance, or vendor management, this event is for you!… Read more »
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in August, where we will explore services and features available to your organization. These courses will be held between Monday, August 17th and Thursday, August 20th. Below is a list of all sessions we will be hosting during CUaxis University Week…. Read more »
Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the Client Services… Read more »
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Take a look back at some important topics from the first half of August 2026! View Topics
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
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
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