In-Person Training

edu-inperson

For those who prefer a face-to-face learning environment, CU*Answers University offers inperson training that covers a variety of CU*BASE-related topics. In-person training options are detailed below.

Classroom Training

Held at the CU*Answers University main training site in Grand Rapids, Michigan, classroom
training sessions not only educate participants on the CU*BASE software, but also give them an opportunity to discuss best practices with their peers. For a full list of classroom sessions, see the training schedules beginning on page 31 and look for “classroom” in the Format column.

Register for classroom training

Workshops

Held at the CU*Answers University main training site in Grand Rapids, Michigan, hands-on workshops turn theory into practice. Workshops are the perfect option for credit unions that would like assistance setting up the necessary configurations in CU*BASE to start using a new tool or feature. To find courses that offer workshops, look for the “Workshop” heading in the course syllabi.

Learn More

Customized On-Site Training

There are times when clients need training tailored to meet their credit union’s unique needs, policies, and processes. When this is true, we encourage on-site training based on a time frame that best fits the client’s schedule. While on-site training may incur a fee for instructor travel expenses, the actual time in class comes at no additional charge as it is included in monthly maintenance fees.

Incident Response And Awareness Training *NEW!*

As part of its continual commitment to disaster recovery and business resumption, the CU*Answers Business Continuity Team offers on-site incident response and awareness training. Tailored to meet the needs of each individual credit union, this training program combines talent, skills, and expertise to deliver training that is both effective and relevant to participants’ business objectives. With topics ranging from regulatory requirements to industry best practices, this training program equips participants with the knowledge and skills they need to respond to unexpected incidents and disruptive events. For more information about this offering, visit the CU*Answers Store at store.cuanswers.com/product/incident-response-awareness-training.

Updated
December 19, 2018

Take a Look at the CU*Answers University Courses Coming in February

Take a Look at the CU*Answers University Courses Coming in 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!   Monday, February 4 3:00 PM – 3:30 PM ET Business Continuity Planning Register for web conference   Tuesday, February 5 9:00… Read more »

Jan 25, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 6 11:00 AM – 11:30 AM ET This Month’s Focus Fannie Mae 3.2 Upload Process Join Charlie Dean of the Lender*VP Team as he discusses the Fannie Mae 3.2 Upload Process.  Topics will include: Creating the delivery channel Uploading the application data Working on the loan in CU*BASE Don’t miss this FREE webinar!… Read more »

Jan 21, 2019

Take Advantage of the Many Solutions Available from the Client Services and Education Team!

Take Advantage of the Many Solutions Available from the Client Services and Education Team!

The CU*Answers Client Services and Education Team can offer specialized support to your credit union in a number of areas. Looking to train your staff on CU*BASE tools, credit union-specific practices and compliance standards?  Take a look at our Online Campus packages! Want to learn about the various products and services available at CU*Answers?  Sign… Read more »

Jan 14, 2019

More Upcoming CU*Answers University Courses for January

More Upcoming 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!   Monday, January 21 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for… Read more »

Jan 9, 2019

CU*Answers is Pleased to Announce the Western Region Shift and Extended Hours!

CU*Answers is Pleased to Announce the Western Region Shift and Extended Hours!

We are excited to announce extended hours for our Client Services and Education Team!  As of Wednesday, January 2nd, CU*Answers began taking calls between the hours of 7:30 AM ET and midnight.  These new hours allow us to provide additional support to all of our client credit unions west of the Eastern Time Zone. We… Read more »

Jan 8, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, January 28 2:00 PM – 2:30 PM ET This Month’s Focus Planning Your Staff’s Training Join Laura Welch-Vilker and Lani Lowing of the Client Services and Education Team as they discuss FREE training resources available to your credit union staff.  Topics will include: The 2019 Education Catalog Where to find your annual BSA requirement… Read more »

Dec 28, 2018

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!   Monday, January 7 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference Register for classroom session… Read more »

Dec 21, 2018

Check Out the IRSC University Courses for December!

Check Out the IRSC University Courses for December!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of December, we will be hosting a set of webinars relating to the Internet Retailer Support Center.  Take a look at the courses we have coming up! Thursday, December 6 9:00… Read more »

Nov 21, 2018