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

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!   Tuesday, December 1 4:00 PM – 5:00 PM ET Components of an Information Security Program Register for web conference   Thursday,… Read more »

Nov 25, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »

Nov 25, 2020

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

View a record of electronic activity that is posted to your member accounts on a day-to-day basis, including share drafts, ACH, ATM/Debit card transactions and settlements, and corporate drafts.  Smart Operator: Daily Ops Log can be used to verify that this critical activity is being handled as expected every day! For more information on CU*BASE… Read more »

Nov 17, 2020

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!   Thursday, November 5 10:30 AM – 11:30 AM ET Components of an Information Security Program Register for web conference   Monday,… Read more »

Oct 28, 2020

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile.  Don’t forget: if your Education Contact needs to be updated,… Read more »

Oct 8, 2020