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

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!   Tuesday, October 3 2:00 PM – 3:00 PM ET, web conference Lending from Request to Disbursement: Understanding the Application Process  … Read more »

Sep 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 21 2:00 PM – 2:30 PM ET This Month’s Focus Records and Information Management in Business Continuity Planning Join Marilyn Boyd and Jim Lawrence from CU*Answers for an Education Express session designed to help credit unions better understand the role that Records and Information Management (RIM) plays in Business Continuity Planning (BCP).  They… Read more »

Sep 7, 2017

Now available as a webinar: CU*BASE and Key Regulations

Now available as a webinar: CU*BASE and Key Regulations

Previously offered as an in-person classroom event, we will now also be offering this upcoming course as a free webinar!  Join us as we discuss key CU*BASE tools that are designed to deal with regulation issues.  Regulation D, Regulation E, and dormancy issues will be closely reviewed, along with personal-identity verification and other topics brought… Read more »

Sep 6, 2017

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!   Thursday, September 7 1:00 PM – 2:30 PM ET, web conference Member Payroll and ACH Products   Friday, September 8 10:00… Read more »

Aug 21, 2017

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

Take a Look at the CU*Answers 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.  Take a look at the courses we have coming up in August!   Wednesday, August 2 1:30 PM – 3:00 PM ET, hosted at CU*Answers Introduction to Loan Fulfillment by Accenture   Thursday, August… Read more »

Jul 24, 2017

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: It’s time to register for the CU*Answers University Week, coming July 10-14 Don’t forget to register for our most timely and relevant courses condensed into one week!  Attendance is FREE for each of these courses! Register Don’t forget: the registration deadline is 2 days prior to each course.

Jul 3, 2017

CU*Answers University: Learn More About the Change Fund

CU*Answers University: Learn More About the Change Fund

Want to learn more about how to balance the Change Fund and its daily cycle?  Join us for this CU*Answers University course on Monday, June 12.  During this classroom event at our Grand Rapids headquarters, we will discuss: Using CU*BASE tools to balance a vault Helping tellers to balance cash drawers Reducing non-earning cash volumes… Read more »

Jun 5, 2017