CU*Answers University

Laura Welch-VilkerA Note From the VP of Education

It looks like 2021 is going to be another very full year of education! You’ll see some changes to this year’s catalog and the offerings available to your teams.

Our Imaging Solutions Team is now offering their course 11.02 Working with Your Members Remotely once per quarter. We will also be offering 2.00 CU*BASE Employee Security more this year – you’ll see this on the schedule six times. Additionally, we have modified time of some of the classes based on last year, adding additional time to some of them to cover more material.

Last year we introduced a new offering, Teller/Member Service Training Day. It was such a hit that we’re switching it up a bit by breaking it down into two courses, one for Teller Training and one for Member Service Training. This allows us to cover more material in each class, and both are being offered six times this year. We found this to be of great benefit not only for new employees, but also as a refresh for existing tellers and MSRs.

You’ll also notice a nice addition to the calendar, starting on Page 37. Although we continue to offer the “Training Scheduled by Category” section, we have modified it to a calendar view to make it easier to use.

We continue to offer our Education Express and Learning Café every month. Watch for the content, dates and times that are announced in the monthly Education Newsletter. And speaking of newsletters, beginning in January we’ll begin offering a Client Services Newsletter as well.

We will also continue the popular Asterisk Intelligence Week that features special training events and courses dedicated to guiding credit unions through the data-analytics and data-warehousing solutions that CU*Answers offers.

Learn about these training offerings and more in the 2021 Education Catalog, brought to you by
the CU*Answers Client Services & Education team and the CU*Answers Writing Team!

Sincerely,

Laura Welch-Vilker
CU*Answers
Vice President of Client Services and Education

Updated
January 4, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, February 13 3:00 PM – 3:15 PM ET This Month’s Focus Membership Eligibility Verification for Membership Opening Process Join us to learn about MEV for MOP!  MEV (Membership Eligibility Verification) for MOP (Membership Opening Process) allows credit unions to capture information from the member that might not be part of the MOP process.  Credit… Read more »

Jan 31, 2020

Don’t Miss Out: Schedule a Free Demo of CU*BASE Custom Training Edition!

Don’t Miss Out: Schedule a Free Demo of CU*BASE Custom Training Edition!

Whether you are introducing new employees to CU*BASE or helping existing employees to practice new skills, the Custom Training Edition (CTE) can help bring your team up to speed on the tools they will use every day to serve your members. The CU*BASE Custom Training Environment is a new alternative to the shared simulated environment… Read more »

Jan 23, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 19 3:00 PM – 3:30 PM ET This Month’s Focus Automated Tracker Purges Of all the data tables stored in your credit union’s FILExx library, the ones that use the most space are typically those that store Tracker conversations.  For most credit unions, Trackers represent 80% of all data stored about members, including… Read more »

Jan 22, 2020

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 »

Jan 21, 2020

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 »

Jan 20, 2020

Join Us for a Free Demo of CU*BASE Custom Training Edition!

Join Us for a Free Demo of CU*BASE Custom Training Edition!

Whether you are introducing new employees to CU*BASE or helping existing employees to practice new skills, the Custom Training Edition (CTE) can help bring your team up to speed on the tools they will use every day to serve your members. The CU*BASE Custom Training Environment is a new alternative to the shared simulated environment… Read more »

Jan 15, 2020

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming January 21 – January 24!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Tuesday, January 21 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for classroom session   3:00… Read more »

Jan 14, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, January 23 3:30 PM – 4:00 PM ET This Month’s Focus eSign Virtual Closing Rooms Join John Beauchamp, VP of Professional Services with Imaging solutions, for an overview of eSign Virtual Closing Rooms.  With Virtual Closing Rooms, you can present members their documents quickly and securely, with a premier experience in the familiar environment… Read more »

Dec 20, 2019

Take a Look at the CU*Answers University Courses for January

Take a Look at the CU*Answers University Courses for January

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 January!   Wednesday, January 8 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference   Thursday, January 9… Read more »

Dec 19, 2019