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

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

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

Take a Look at the CU*Answers 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.  Take a look at the courses we have coming up in December! Monday, December 3 9:00 AM – 9:30 AM ET An Overview of Records and Information Management Register for web conference Register for… Read more »

Nov 21, 2018

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

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

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 November! Tuesday, November 6 10:00 AM – 10:30 AM ET Web Accessibility and You Register for web conference   Monday, November 12 1:00… Read more »

Oct 26, 2018

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, November 13 4:00 PM – 4:30 PM ET This Month’s Focus New Employee Security Enhancements to the CU*BASE Employee Security Tools Join the Client Services and Education Team as they discuss new employee security enhancements to CU*BASE employee security tools, including the following: Temporarily Lock (Suspend) Employee IDs Archive and Reusing Employee IDs Copy/Merge… Read more »

Oct 24, 2018

Join Us for CU*BASE 18.10 Release Training!

Join Us for CU*BASE 18.10 Release Training!

The 18.10 Release of CU*BASE will be arriving on October 21 for Online and Site-Four clients, and on November 5-6 for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release, on the following dates: Wednesday, October 10 2:30 PM – 4:00 PM ET Wednesday, October 17 2:30 PM –… Read more »

Oct 3, 2018

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

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

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 October, which highlight solutions offered by Lender*VP! Monday, October 22 9:30 AM – 11:00 AM ET Designing CU*BASE Loan Products Register for web… Read more »

Sep 20, 2018

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

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

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 September, which highlight solutions offered by Asterisk Intelligence and Earnings Edge!   Friday, September 14 9:00 AM – 10:00 AM ET, web conference… Read more »

Aug 23, 2018