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

Don’t Miss this FREE Education Express Webinar!

Thursday, March 23 2:30 – 3:00 PM ET This Month’s Focus Tiered Service Points and Rewards We will be offering a session for credit unions that are interested in utilizing Tiered Service Points, and showing how they can reward members via a points program based on their membership services. Don’t miss this FREE webinar Get… Read more »

Feb 22, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Here at CU*Answers, we are very excited to roll out the new Search function with the 17.03 Release of CU*BASE on March 19!  Below are some tips for helping you get familiar with the Search feature: Make sure you are in the correct menu.  Favorite Tools under ‘My Tools’ may display… Read more »

Feb 13, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The New Navigation coming in the 17.03 Release of CU*BASE on March 19 doesn’t just offer a convenient Search function for longtime users.  New users can get more easily acquainted with Tools by organizing them under their favorites, and by accessing them via Shortcuts. Each Tool is also assigned… Read more »

Feb 1, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – The 17.03 release of CU*BASE, arriving March 19, features the ability to customize the order of your Tools.  This new feature allows each employee to prioritize their most frequently used Tools in a manner that best suits their daily tasks. The CU*Answers Client Services… Read more »

Jan 24, 2017

Big Changes on the Horizon with CU*BASE New Navigation!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Arriving March 19th, the New Navigation system will bring many exciting new features to CU*BASE!  The 17.03 release will allow you to Search for Tools, sort them alphabetically, and even set up lists of favorite tools tied to individual Employee IDs.  It’s a bold new take on the CU*BASE… Read more »

Jan 16, 2017