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 resources that cover 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 resources.

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 a
Client Services & Education team member receives a client question, they document the
answer in AnswerBook.

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Asking the right questions *NEW!*

board members to their management team. Understanding the numbers is only part of the
process. These questions will help determine whether credit union staff have analyzed the
numbers and devised a strategy to move their credit union towards better returns. Visit
to access this resource.

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. Download the Building the Factory instructional manuals from the CU*Answers Store.

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CU*BASE Reference Materials

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 eStatements, online membership applications, and the various online bill pay options that CU*Answers offers. Access It’s Me 247 reference materials.

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It’s Me 247 Reference Resources

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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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 this resource.

Access CU*Answers special interest publications

Understanding Your CU*BASE Invoice

This resource, 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. It includes a sample invoice, billing
code information, and a sample credit union five-year pricing overview.

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Magazines

CUSO Magazine

CUSO Magazine is a new digital publication from the cuasterisk.com network. At CUSO Magazine, we’re aiming to deliver interesting and entertaining stories on the topics and issues that influence the credit union industry. From strategy articles to client features, opinion pieces and more, we hope you’ll read and subscribe. Interested in telling your own credit union’s story? Contact us at editors@cusomag.com to get started! Visit the CUSO Magazine at cusomag.com

 

Newsletters

Education Report Newsletter

This monthly newsletter keeps clients informed of upcoming courses and training events. Visit the CU*Answers Store at store.cuanswers.com/product/education-report-sign-up to learn more and to subscribe to this newsletter.

Subscribe to this newsletter

SettleMINT EFT Newsletter

The CU*Answers SettleMINT EFT team understands how important card servicing, bill payment, and shared branching can be for your members, so they offer this quarterly newsletter to keep you updated on the latest products and news related to electronic funds transfer services. Visit cuanswers.com/resources/doc/newsletters to subscribe.

Subscribe to this newsletter

 

Online Campus

We offer free on-demand courses that you can take any time anywhere. Options for the CU*Answers University Online Campus are listed below and on the following page.

 

Free Campus with Administrator Access

CU*Answers University offers a wealth of on-demand courses, both credit union-specific and CU*BASE courses, all available at no charge through the CU*Answers University free online campus. Many of the courses listed in the training schedules beginning on page 25 have an on-demand course equivalent, as indicated by the heading “On-Demand Equivalent” on the course syllabus (page 45). This allows those who cannot attend the
scheduled course to take the on-demand equivalent at a time convenient for them. To access on-demand courses, click the Network Links button in CU*BASE and select CU*Answers University. With administrator access to the free campus, online campus administrators can track learning progress, award certificates of completion, and design individual development plans. To learn more about this resource, visit the CU*Answers
Store at store.cuanswers.com/product/free-campus-with-admin-access.

Full Campus

The expanded campus includes everything the above-mentioned free campus includes, plus more than 100 additional credit union-specific ondemand courses, a course-authoring tool with which to customize courses with your specific credit union content, branding capabilities, and more! Visit the CU*Answers Store at https://store.cuanswers.com/product/full-campus-edition to learn more about this resource.

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 Campus Administrator Training

This 45-minute webinar is a primer for newly designated online campus administrators wishing to learn how to manage online learning for their employees. To register, please watch for an email invitation, which will be sent to all those on the CU*Answers Client News email distribution list. To be added to this list, contact the CU*Answers Writing Team at clientnews@cuanswers.com.

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 help.cubase.org/cubase/cubase.htm to access this resource.

It’s Me 247 Online Help

Designed for members using It’s Me 247 Online Banking, this resource is also helpful to credit union staff seeking to gain a deeper knowledge of online banking. 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.

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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.

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CU*Base Operator Edition Online Help

This online help system includes information about system-configuration screens as well as many of the daily-processing tools within CU*BASE Operator Edition. This helps CU*Answers self-processing credit unions learn more about tools used by their operators. It also helps all credit unions better understand the system configurations that control their daily operations.

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 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 and on the following page.

Cybersecurity Literacy For Credit Union Directors

CU*Answers knows cybersecurity adds to an already heavy burden on credit union directors. Watch this comprehensive video, also available in DVD format, to learn about core concepts related to cybersecurity. The video even includes a test to assess your knowledge.

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Financial Literacy Series for Credit Union Board Directors

This series of 12 videos, also available in 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.

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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 nearly 240 videos, the CU*Answers OnDemand site is the main repository for videos on CU*BASE and related products and services. The site includes CU*BASE how-to videos, release training webinar recordings, online banking tutorials, client and member marketing videos, CU*Answers training event videos, and more!

Access the CU*Answers OnDemand site

Show Me the Steps Video Tutorials

A how-to companion to CU*BASE GOLD online help, Show Me the Steps offers close to 200 video tutorials that show clients the ins and outs of CU*BASE GOLD. With videos on everything from back-office functions to lending tools, the Show Me the Steps video library has a video to answer any question a CU*BASE user may have. The collection of videos also includes tutorials on member self-service products such as It’s Me 247 Online Banking and the CU*Answers mobile banking app.

Access Show Me the Steps Video Tutorials

Updated
February 11, 2020

Check Out the Asterisk Intelligence University Courses for August!

Check Out the Asterisk Intelligence 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.  During the month of August, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up!   Monday, August 12 9:00… Read more »

Jul 26, 2019

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of July, we will be hosting a set of webinars relating to Lender*VP.  Take a look at the courses we have coming up, including Lender*VP Week, which will take place between… Read more »

Jul 1, 2019

TruChoice Federal Credit Union implements a new training feature

The CU*BASE® Custom Training Edition (CTE) is a newer alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. “In April 2019, TruChoice Federal Credit Union became the first CU*BASE client to implement a Custom Training Edition (CTE) within just 30-60 days after their core conversion,” states Kasey […]

May 30, 2019

CU*Answers Client Services and Education team hits new milestone in conversion training

The Client Services and Education team hit the ground running starting in January of this year as they expanded their support hours for clients from coast to coast. So far this year the team has provided pre-conversion training to five credit unions who have joined the CU*Answers network—roughly 560 hours total over 14 weeks! Stephanie […]

May 30, 2019

Life Asset launches e-statements in an effort to “Go Green”

On May 1st, 2019 CU*Answers Client Services and Education department assisted Life Asset, an organization working to alleviate poverty in Washington, DC through the provision of microloans and financial education, with the implementation of e-statements. The e-statement feature was originally not offered to Life Asset’s clients, but the Client Services and Education Team assisted in […]

May 28, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, May 28 10:30 – 11:00 AM ET This Month’s Focus Frost VisualGAP and CUNA Protection Advisor Integration Join Charlie Dean of Lender*VP as he explains how you can take advantage of a new offering which allows you to link directly to your vendor site from CU*BASE to quote coverage options.  Using unique Miscellaneous Coverage… Read more »

May 23, 2019