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 training schedules beginning on page 25 of the Education Catalog 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. On-site training may incur a fee, including for instructor travel expenses.

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.

Incident Response and Awareness Training

Updated
April 28, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, February 23 2:00 PM – 2:30 PM ET This Month’s Focus The ‘Conversations On’ Series CU*Answers’ new Conversations On series takes focus groups to a whole new level by dialing into specific topics, including credit union core disciplines, tools for members and employees, and current hot topics that people are buzzing about.  The goal… Read more »

Jan 27, 2023

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

Take a Look at the CU*Answers University Courses for 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!   Thursday, February 2 3:00 PM – 3:30 PM ET Preparing for a Cybersecurity Incident Response Register for web conference   Monday,… Read more »

Jan 23, 2023

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jan 3, 2023

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

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

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 January!   Wednesday, January 11 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference   3:00 PM –… Read more »

Dec 22, 2022

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming January 23 – 26!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, January 23 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for classroom session Register for web conference   3:00 PM… Read more »

Dec 21, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »

Dec 16, 2022