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!

Tuesday, July 25 3:00 PM – 3:30 PM ET This Month’s Focus The Innovation Center The National Center for Collaboration & Innovation (also known as the Innovation Center) is a forward-looking venture between CU*Answers and its customer-owners.  Designed to inspire the use of cooperative business design and investment, the Innovation Center is a hub where… Read more »

Jul 6, 2023

Conversations On Education: Exercises for Success – Teller

Conversations On Education: Exercises for Success – Teller

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 »

Jul 3, 2023

Conversations On Education: Exercises for Success – Teller

Conversations On Education: Exercises for Success – Teller

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 »

Jun 29, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

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 »

Jun 13, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, June 6 2:00 PM – 2:30 PM ET This Month’s Focus Available Information on the CU*Answers Website CU*Answers Management Services is a group of branded services whose leaders focus on addressing issues regarding users, operations, strategy, and development.  These are the brands that add value for every CU*Answers client.  Our value proposition focuses on… Read more »

Jun 1, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

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 »

Jun 1, 2023

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 »

May 31, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

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 24, 2023