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: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »

Mar 21, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Mar 13, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Mar 2, 2023

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »

Mar 1, 2023

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

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

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 March!   Thursday, March 2 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »

Feb 21, 2023

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Conversations On Education: Learn All About Designing an Education Plan and Calendar!

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »

Feb 15, 2023