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 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!   Tuesday, September 3 3:30 PM – 4:30 PM ET Member Service Trackers, Leads, and Follow-Ups Register for web conference   Wednesday,… Read more »

Aug 23, 2019

CU*Answers updates Education for Success booklets

The West-Michigan based cooperative CUSO, CU*Answers, recently announced updated versions of its three Exercise for Success booklets. The three training booklets cover topics related to Member Service, Teller, and Loan processes for CU*BASE®. Updated booklets can be downloaded through the Client Services and Education Store page. These documents allow the CU*Answers Client Services and Education […]

Aug 8, 2019

Monthly Education Express and Learning Café offerings

CU*Answers schedules hundreds of training sessions throughout the year, many of them announced in the CUSO’s annual Education Catalog. Two hot programs, Education Express and Learning Café, are picking up steam. “Studies have proven that the incentive to learn is at its peak when a topic is current, critical, and commands attention,” said Laura Welch-Vilker, […]

Aug 8, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, August 28 11:00 AM – 11:30 AM ET This Month’s Focus Online Banking Apps & Requests from within CU*BASE Join Kristian Daniel as he explains how to work with online banking apps and requests from within CU*BASE.  During this session, Kristian will discuss topics including: Working Online Banking Apps/Requests via CU*BASE Tool #13 Working… Read more »

Jul 30, 2019

Check Out the Asterisk Intelligence University Courses for August!

Check Out the Asterisk Intelligence University Courses for August!

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 August, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up!   Monday, August 12 9:00… Read more »

Jul 26, 2019

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

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 July, we will be hosting a set of webinars relating to Lender*VP.  Take a look at the courses we have coming up, including Lender*VP Week, which will take place between… Read more »

Jul 1, 2019

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