Registration Information

Registration Information

CU*Answers University Location

The CU*Answers University training site is located at 6000 28th Street SE in Grand Rapids, MI.

Registration Procedure

Pre-Scheduled Training

CU*Answers offers a variety of pre-scheduled classroom and webinar courses whose dates and times are listed in the training schedules beginning on page 25. Registration procedures for this type of training are detailed below.

Classroom Sessions

Classroom Training – Visit CU*Answers classroom to register for classroom sessions listed in this catalog. Please note that registration closes two days prior to the course start date. After registering, you will receive a confirmation email. View details about classroom training on page 7

Webinars

Visit open.cuanswers.com/webinars webinars to register for webinars listed in this catalog. Please note that registration closes two days prior to the course start date. After registering, you will receive a confirmation email. View details about webinar offerings on page 8.

Training Events

Training Events – Visit open.cuanswers.com/events to register for many of the special events listed in this catalog. There are some training events that have registration procedures specific to the event. For more information, please see event descriptions beginning on page 15.

Other Events Throughout the Year

Also watch for additions to this calendar all year long! You’ll receive an email invitation with registration instructions, which will be sent to all those on the CU*Answers Client News email distribution list. Contact the CU*Answers Writing Team at clientnews@cuanswers.com to be added to this list.

Training Scheduled Throughout the Year

In addition to offering pre-scheduled training, CU*Answers also offers training scheduled throughout the year. To register, please watch for an email invitation, which will be sent to all those on the CU*Answers Client News email distribution list. Contact the CU*Answers Writing Team at clientnews@cuanswers.com to be added to this list.

 

Training Offered By Request

In addition to offering scheduled training, CU*Answers also offers training by request. To request this type of training, contact the CU*Answers Client Services & Education team at education@cuanswers.com. Please include the desired training date, the number of staff who
will be attending, and the desired format (virtual or in-person). They will try their best to accommodate your preferences while honoring existing training commitments.

 

Course Times

Most classroom courses are scheduled on weekdays between 9:30 AM and 4 PM ET. (Note: All
courses and training events listed in this catalog and on the registration site are in Eastern
Time
.) Webinars are generally scheduled after 11 AM ET to accommodate clients in Central,
Mountain, Pacific and Hawaiian Time Zones.

Cost

Except as noted elsewhere in this catalog, all CU*Answers training is free of charge, including
webinars. To request a quote for customized training, contact the CU*Answers Client Services &
Education team at education@cuanswers.com

Cancellations/Substitutions

If you must cancel, please do so at least two business days in advance of your scheduled course
date. Please remember that as an alternative to cancelling, anyone from your credit union may
attend in your place. To cancel your course registration, contact the CU*Answers Client Services
& Education team at education@cuanswers.com.

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 1 4:00 PM – 5:00 PM ET Components of an Information Security Program Register for web conference   Thursday,… Read more »

Nov 25, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »

Nov 25, 2020

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

View a record of electronic activity that is posted to your member accounts on a day-to-day basis, including share drafts, ACH, ATM/Debit card transactions and settlements, and corporate drafts.  Smart Operator: Daily Ops Log can be used to verify that this critical activity is being handled as expected every day! For more information on CU*BASE… Read more »

Nov 17, 2020

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!   Thursday, November 5 10:30 AM – 11:30 AM ET Components of an Information Security Program Register for web conference   Monday,… Read more »

Oct 28, 2020

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile.  Don’t forget: if your Education Contact needs to be updated,… Read more »

Oct 8, 2020