In-Person Training

edu-inperson

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 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 at store.cuanswers.com/product/incident-responseawareness-training.

Updated
February 11, 2020

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming January 21 – January 24!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Tuesday, January 21 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for classroom session   3:00… Read more »

Jan 14, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, January 23 3:30 PM – 4:00 PM ET This Month’s Focus eSign Virtual Closing Rooms Join John Beauchamp, VP of Professional Services with Imaging solutions, for an overview of eSign Virtual Closing Rooms.  With Virtual Closing Rooms, you can present members their documents quickly and securely, with a premier experience in the familiar environment… Read more »

Dec 20, 2019

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 8 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference   Thursday, January 9… Read more »

Dec 19, 2019

CU*Answers Client Services and Education boasts big numbers for year-end guide training

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that during the first Year End Processing Guide training in November, 86 participants attended. Over 45 attendees joined the training in the December session. Stephanie Raven, Client Services Team Lead said: “We are happy to see such high attendance for these important year-end educational opportunities. These training […]

Dec 10, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, November 25 11:00 AM – 11:30 AM ET This Month’s Focus Overview of Same-Day ACH Changes Within the last five years or so, the ACH landscape has kicked into high gear.  Surprised?  No worries, we’ll catch you up quickly.  Join Jeff Miller, Manager of OpsEngine Business Development for a discussion of the following items:… Read more »

Nov 14, 2019