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

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

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 »

Oct 28, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Sep 26, 2019

New CU*Answers OnDemand videos available

The West-Michigan based cooperative CUSO, CU*Answers is a launching point for multimedia information and education. Now you can get this information OnDemand – when and where you want it. Kasey Woodhead, assistant manager of Client Services and Education, recently announced that in August 2019, the Client Services and Education Team published new video content. “CU*Answers […]

Sep 12, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 12 11:00 AM – 11:30 AM ET This Month’s Focus AuditLink’s Abnormal Activity Service Join Marvin Johnson, Assistant Manager of AuditLink, as he discusses AuditLink’s new Abnormal Activity Service.  During this session, Marvin will discuss topics including: An overview of the services AuditLink offers What AuditLink is looking for with this service and… Read more »

Aug 30, 2019

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