In-Person Training

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For those who prefer a face-to-face learning environment, CU*Answers University offers in-person 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 course schedules starting on page 27 and look for the student symbol. Some classroom training sessions have an online equivalent, indicated by the globe symbol. (Note: To maximize personal interaction, classroom sessions allow only for in-person attendees and may be cancelled if fewer than two credit unions register.)

Register for classroom training

CU*BASE Custom Certified Trainer Program

As part of this train-the-trainer program, CU*Answers Conversions staff equip credit union trainers with the skills and knowledge needed to train their team members on CU*BASE. Comprised of seven CU*BASE courses, this training program is customized based on the size of the participating credit union. Contact the CU*Answers Client Services & Education team to request a program quote.

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Individualized 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. To schedule on-site training, contact the Client Services & Education team.

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. Contact the Client Services & Education team to request a workshop.

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Courses Offered by Request

In addition to offering the courses listed in the course schedules, some teams also offer courses by request. These courses are listed below. To request one of these courses, contact the CU*Answers Client Services & Education team. With your request, please include the date on which you would like the course scheduled, the number of staff who will be attending the course, and the desired course format (virtual or in-person). We will try our best to accommodate your preferences while honoring existing course commitments.

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*These courses can be requested or taken as part of the Network Services IT Boot Camp.

Updated
October 19, 2016

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

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

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