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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, December 20 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for December 2023 Year-end tasks for December are just around the corner!  During our upcoming Education Express session, Monica Boguszewski will detail the tasks that your credit union will need to complete, including: Reviewing Beginning-of-Year/Tax File Verification Reports (pages 44-45… Read more »

Nov 22, 2023

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

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

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 December!   Tuesday, December 5 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference   Thursday, December… Read more »

Nov 22, 2023

Conversations On Education – CUSO Educator Training Session

Conversations On Education – CUSO Educator Training Session

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 »

Nov 3, 2023

The 2024 Education Catalog is Here! Take a Look at What’s in Store for the Year Ahead!

The 2024 Education Catalog is Here!  Take a Look at What’s in Store for the Year Ahead!

Get your planners ready because there’s a wealth of training opportunities coming your way in 2024!  You can click the button below to download a digital copy of the Education Catalog today! Please note that we will not be mailing out physical copies of the 2024 Education Catalog. Download the Catalog If you would like… Read more »

Nov 2, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, November 15 3:00 PM – 3:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink is your execution arm for tackling auditing and compliance-related requirements and the supporting core system processes driving your operations.  Credit unions that work with AuditLink gain confidence knowing they have implemented effective procedures and controls to be in compliance… Read more »

Oct 27, 2023

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

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

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 November!   Monday, November 6 3:30 PM – 4:30 PM ET Getting Started with Unique Data Management (UDM) Register for web conference  … Read more »

Oct 26, 2023