Training Resources

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For 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.

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.

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


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 < a href=”help.cubase.org/cubase/cubase.htm”> CU*BASE Help 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.

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.

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.

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.

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.

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!

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.

Updated
January 24, 2024

Conversations On Education: Summer 2023 Events – Exercises for Success

Conversations On Education: Summer 2023 Events – Exercises for Success

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

May 23, 2023

Take a Look at the CU*Answers University Courses for June!

Take a Look at the CU*Answers University Courses for June!

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 June!   Monday, June 5 3:30 PM – 4:30 PM ET Providing First-Class Customer Service to Members Register for web conference   Tuesday,… Read more »

May 18, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Friday, May 26 3:30 PM – 4:00 PM ET This Month’s Focus Statement Insert Reminders The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members.  The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and… Read more »

May 15, 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Have you joined our Conversations on Education yet?  Check out what we’ve accomplished since we launched this initiative earlier this year! The first Conversations On Education event was hosted in March of 2023.  Our next event will take place within the next two months – for more details and to stay in the loop on… Read more »

May 4, 2023

Take a Look at the CU*Answers University Courses for May!

Take a Look at the CU*Answers University Courses for May!

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 May!   Tuesday, May 2 3:30 PM – 4:30 PM ET CU*BASE Management Tools: Leadership Dashboards Register for web conference   Wednesday, May… Read more »

Apr 21, 2023

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 »

Apr 4, 2023

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming April 10 – 13!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, April 10 3:30 PM – 5:00 PM ET Data Warehouse Tools & Strategies Register for classroom session Register for web conference   Tuesday, April 11… Read more »

Mar 27, 2023