CU*Answers University

Laura Welch-VilkerA Note from the VP of Education

It is my privilege to present to you your 2024 Education Catalog, filled with not only classroom and online learning opportunities, but also innumerable resources made available for a variety of learning styles, levels of experience, tenure, and purposes.

The Joy of Education

I started my career at CU*Answers on the Client Service and Education team, and it has been a joy to return to the team in 2023. One of my passions at CU*Answers that we share on this team are the goals of both service and education for new and seasoned users alike. Each year the team works hard to inventory our offerings to find the best fit to continue guiding users into furthering their education. We believe you’ll find excellent new courses this year, as well as the common core classes that start fresh users on a strong path to excellence.

Conversations On…

As part of the larger Conversations On… initiative, we invite you to join our Conversations on Education events as they are scheduled throughout 2024. Our 2023 events focused on our Exercises for Success workbooks and contained interactive material that allowed users to follow along in the Bedrock Community Credit Union, in a collaboration with the related TLC courses and exams. Speaking of courses, watch your TLC Campus for refreshed custom online courses in the upcoming year, with a new look and upgraded functionality.

Spotlight on Online Help

Our dedication to daily, continual learning lives in our many robust online help systems. CU*BASE Online Help and Tool Documentation, Show Me the Steps (SMTS), 5300 Account Code online help, and OPER Online Help provide immediate and valuable information for daily processes and tasks. Our newest member of the online help family ties it all together: The Help Hub. The Help Hub is a resource for resources; this landing hub is a true all-staff effort, and it continues to grow and encapsulate all our resources for users to have at their fingertips. We look forward to another great year of learning together, sharing knowledge, and helping each other grow.

Sincerely,

Kristian Daniel
CU*Answers
Vice President of Client Services and Education

Updated
November 10, 2023

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Feb 2, 2024

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Feb 2, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner!  During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »

Jan 31, 2024

Your Credit Union Has Questions, Our Teams are Here to Help!

Your Credit Union Has Questions, Our Teams are Here to Help!

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 contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jan 11, 2024

Now Available: the 2024 Education Catalog! Check Out What’s Coming in the Year Ahead

Now Available: the 2024 Education Catalog!  Check Out What’s Coming in the Year Ahead

A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2024 Education Catalog, filled with both classroom and online learning opportunities, along with innumerable resources that support a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a… Read more »

Jan 8, 2024

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, January 3rd 10:30 AM – 11:00 AM ET This Month’s Focus Review Year-End Tasks for January 2024 Year-end tasks for January are just around the corner!  During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including: Review Beginning-of-Year/Tax File Verification Reports (page 44… Read more »

Dec 28, 2023