In-Person Training

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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

TruChoice Federal Credit Union implements a new training feature

The CU*BASE® Custom Training Edition (CTE) is a newer alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. “In April 2019, TruChoice Federal Credit Union became the first CU*BASE client to implement a Custom Training Edition (CTE) within just 30-60 days after their core conversion,” states Kasey […]

May 30, 2019

CU*Answers Client Services and Education team hits new milestone in conversion training

The Client Services and Education team hit the ground running starting in January of this year as they expanded their support hours for clients from coast to coast. So far this year the team has provided pre-conversion training to five credit unions who have joined the CU*Answers network—roughly 560 hours total over 14 weeks! Stephanie […]

May 30, 2019

Life Asset launches e-statements in an effort to “Go Green”

On May 1st, 2019 CU*Answers Client Services and Education department assisted Life Asset, an organization working to alleviate poverty in Washington, DC through the provision of microloans and financial education, with the implementation of e-statements. The e-statement feature was originally not offered to Life Asset’s clients, but the Client Services and Education Team assisted in […]

May 28, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, May 28 10:30 – 11:00 AM ET This Month’s Focus Frost VisualGAP and CUNA Protection Advisor Integration Join Charlie Dean of Lender*VP as he explains how you can take advantage of a new offering which allows you to link directly to your vendor site from CU*BASE to quote coverage options.  Using unique Miscellaneous Coverage… Read more »

May 16, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, April 22 3:30 PM – 4:00 PM ET This Month’s Focus CU*Answers Mobile App Options Join Kristian Daniel, Account Executive with the Internet  Retailer Support Center, as he discusses new features available within the CU*Answers Mobile App.  Topics that will be discussed include: RDC, MACO, and Manage Cards available from within the mobile app… Read more »

Mar 27, 2019

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

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

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 April!   Tuesday, April 2 9:00 AM – 10:00 AM ET Internal Controls Best Practices Register for web conference Register for classroom session… Read more »

Mar 21, 2019

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