Online Training

edu-onlineFor credit union staff who prefer learning at their own pace and on their own schedule, CU*Answers University offers online training that covers a multitude of topics related to CU*BASE, soft skills, and compliance. From video tutorials to courses available through the CU*Answers University online campus, there is something for everyone. Following is a complete list of online training options.

Booklets and Documentation

AnswerBook

This online database includes thousands of questions and answers about CU*BASE and is a very popular resource among clients seeking to learn more about CU*BASE. Each time the CU*Answers Client
Services & Education team is contacted with a client question about CU*BASE, the question and answer is documented in AnswerBook.

Access this resource

Building the Factory Instructional Manuals

This series of “do it yourself” instructional guides shows clients how to harness the power of the CU*BASE toolset to conduct marketing campaigns that will help their credit union increase product sales. With step-by-step instructions that take clients from launching a campaign to analyzing the results, these guides make it easy to unlock the revenue-generating opportunities within CU*BASE.

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CU*BASE Reference Materials

This site includes booklets on various CU*BASE-related topics and is an excellent resource for staff who are looking to become more familiar with a particular CU*BASE feature or tool.

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It’s Me 247 Reference Resources

This site includes reference materials related to It’s Me 247 Online, Mobile, and Text Banking. The site also includes documentation on related products such as MoneyDesktop, CU Mobile Apps online banking app, and the various online bill pay options that CU*Answers offers.

Access It’s Me 247 reference resources

Special Interest Publications

These online publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help them make the most of their relationship with CU*Answers.

Access CU*Answers special interest publications

Understanding Your CU*BASE Invoice

This site, designed for credit union accountants and CEOs, explains the ins and outs of the CU*Answers monthly invoice and how clients can correlate CU*Answers pricing and monthly invoices with the way their credit union earns. The site includes a sample invoice, information on billing codes, and a sample credit union five-year pricing overview.

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Education Report Newsletter

This newsletter, emailed to subscribers monthly, keeps clients informed of upcoming courses and training events.

Subscribe to this newsletter

Online Campus

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Free Campus

The CU*Answers University online campus offers both credit union-specific courses and CU*BASE courses developed by industry experts. All courses are available to any employee of your credit union, from any CU*BASE workstation, at no charge. Access this resource by clicking the Network Links button (link icon) in CU*BASE and selecting CU*Answers University.

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Free Campus with Administrator Access

With administrator access to the free campus mentioned above, you have the ability to track learning progress, award certificates of completion, and design individual development plans. To obtain administrator credentials, contact the CU*Answers Client Services and Education team.

Expanded Campus

The expanded campus includes everything the above-mentioned free campus includes, plus 76 additional credit union-specific courses, 5 additional course categories, a course-authoring tool with which to customize courses with your specific credit union content, branding capabilities, and more!

Learn more about the expanded online campus

 Online Help

CU*BASE GOLD Online Help

One of the most widely used training resources offered to CU*Answers clients, this robust and comprehensive online help system includes a topic that corresponds to each of the thousands of screens that make up CU*BASE GOLD. This library of CU*BASE-related information helps clients become power users of CU*BASE GOLD.

Visit CU*BASE online help

It’s Me 247 Online Help

While this resource is designed for members using It’s Me 247 Online Banking, it’ s also useful for credit union staff seeking to gain a deeper knowledge of online banking and its features. It’s Me 247 online help includes a section of frequently asked questions about It’s Me 247 as well as tips for completing various tasks within online banking such as opening a new account, personalizing online banking pages, and adding security features to online banking.

Visit It’s Me 247 online help

Show Me the Steps

This how-to help system provides simple step-by-step instructions to help clients complete various tasks in CU*BASE. It also includes an extensive video library with close to 200 video tutorials for those who learn best by seeing the software in action.

Visit Show Me the Steps online help

 Videos

As part of the CU*Answers Presence over Video (POV) initiative, which aims to improve client communication and training through video, CU*Answers has developed an extensive library of video resources, which are outlined below.

Financial Literacy Series for Credit Union Board Directors

This series of 12 videos, also available in print or DVD format, is geared toward those new to the role of credit union board director. It even includes tests for participants to assess what they’ve learned.

Access this resource

It’s Me 247 How-To Video Series

Although this video series is designed for members, it’s an excellent resource for new staff unfamiliar with It’s Me 247 Online Banking and the various online bill pay options that CU*Answers offers. The videos explain how to perform tasks in online banking and online bill pay.

Access It’s Me 247 How-To Videos

OnDemand

Providing access to over 100 videos, the CU*Answers OnDemand site includes CU*BASE training videos, release training webinar recordings, and more!

Access the CU*Answers OnDemand site

Show Me the Steps Video Tutorials

Show Me the Steps, a how-to companion to CU*BASE GOLD online help, offers close to 200 video tutorials that explain how to perform various tasks in CU*BASE GOLD. Many of the videos are interactive so viewers can practice what they learn.

Access Show Me the Steps Video Tutorials

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