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

Conversations On Education: Summer 2023 Events – Exercises for Success

Conversations On Education: Summer 2023 Events – Exercises for Success

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 23, 2023

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

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

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 June!   Monday, June 5 3:30 PM – 4:30 PM ET Providing First-Class Customer Service to Members Register for web conference   Tuesday,… Read more »

May 18, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Friday, May 26 3:30 PM – 4:00 PM ET This Month’s Focus Statement Insert Reminders The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members.  The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and… Read more »

May 15, 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Have you joined our Conversations on Education yet?  Check out what we’ve accomplished since we launched this initiative earlier this year! The first Conversations On Education event was hosted in March of 2023.  Our next event will take place within the next two months – for more details and to stay in the loop on… Read more »

May 4, 2023

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

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

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 May!   Tuesday, May 2 3:30 PM – 4:30 PM ET CU*BASE Management Tools: Leadership Dashboards Register for web conference   Wednesday, May… Read more »

Apr 21, 2023

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 »

Apr 4, 2023

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming April 10 – 13!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, April 10 3:30 PM – 5:00 PM ET Data Warehouse Tools & Strategies Register for classroom session Register for web conference   Tuesday, April 11… Read more »

Mar 27, 2023