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 course schedules. Registration procedures for this type of training are detailed below.

Classroom Sessions

Visit CU*Answers University to select your Classroom Session courses. Please register at least two days in advance of the course date. After registering, you will receive a confirmation email.

Webinars

Visit CU*Answers University to register for webinars. Please register at least two days in advance of the course date. After registering, you will receive a confirmation email.

Training Scheduled Throughout the Year

In addition to offering pre-scheduled training, CU*Answers also offers training scheduled throughout the year. Registration procedures for this type of training are detailed below.

CU*BASE Budgeting Tools Webinar Series

To register for webinars within this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 5 webinars.

Dashboard Dives

To register for webinars within this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 10 webinars.

Education Express

Register for an upcoming Education Express webinar.

Lending Tools Webinar Series

To register for webinars within this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 8 webinars.

Online Campus Administrator Training

Visit attendee.gotowebinar.com/rt/5381656793274668033 to register for online campus administrator training.

Release Training

Visit cuanswers.com/resources/edu/courses/?cat=14 to register for an upcoming release training webinar.

Revisions and the Future of CU*BASE Budgeting

No registration is necessary for this two-day webinar series. The email invitation will include a link to join the webinars at the time they begin.

Tricks of the Trade

No registration is necessary for this monthly webinar series. The email invitation will include a link to join the webinar at the time it begins.

 Additional Training Scheduled as Needed

In addition to offering the above-listed training opportunities, CU*Answers also schedules additional webinars and classroom courses as needed throughout the year. To view and register for upcoming training, visit cuanswers.com/resources/edu/courses/#content.

Special Training Events

CU*Answers offers a wealth of special training events throughout the year. Registration procedures for this type of training are detailed below.

CEO Strategies

Visit cuanswers.com/events/ceo-strat/ceo-strategies-week-2017/registration to register for CEO Strategies.

CFO Strategies Roundtable & Accounting Top Ten Focus Group

Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.18.1 to register for the CFO Strategies Roundtable. Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.18 to register for the Accounting Top Ten Focus Group.

Conversations on Compliance

Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.%207 to register for Conversations on Compliance.

CU*BASE Leadership Conference

To register for the CU*BASE Leadership Conference and accompanying events, please watch for an email invitation with registration details.

Data Investment Symposium

Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.2.F to register for the Data Investment Symposium.

Executive Boot Camp

No registration is necessary for this event. Watch for an email invitation, which will outline procedures for applying to participate in the Executive Boot Camp.

Mid-Year CEO School

Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.2 to register for Mid-Year CEO School.

Network Services IT Boot Camp

No registration is necessary for this event. Watch for an email invitation, which will outline procedures for applying to participate in the Network Services IT Boot Camp.

Quarterly Collections Roundtable

Visit cuanswers.com/education/syllabi/?course=SE.51 to register for the Quarterly Collections Roundtable. Visit cuanswers.com/resources/edu/courses/syllabi/?course=SE.51a to register for the recap webinar.

Regional Training Events

Visit cuanswers.com/resources/edu/courses/?cat=12 to register for a Regional Training Event.

Sales & Marketing Roundtable

To register for the Sales & Marketing Roundtable, watch for an email invitation, which will include a link to register.

University Weeks

Visit cuanswers.com/resources/edu/university-weeks to register for courses that are part of a University Week.

Training Offered by Request

In addition to offering scheduled training, CU*Answers also offers training opportunities by request. Registration procedures for this type of training are detailed below.

Courses Offered by Request

To request a course that is listed as by request, contact the CU*Answers Client Services & Education team at education@cuanswers.com

CU*BASE Custom Certified Trainer Program

To request that this program be offered to your staff, contact the CU*Answers Client Services & Education team.

Individualized On-Site Training

To schedule individualized on-site training, contact the CU*Answers Client Services & Education team.

Workshops

Contact the CU*Answers Client Services & Education team to request a workshop. Learn more about workshops.

Course Times

Most courses are scheduled Monday through Friday between the hours of 9 AM and 4 PM ET. (Note: Courses 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 Mountain and Central Time Zones.

Cost

All CU*Answers training is free of charge, including webinars thanks to our new partnership with Zoom Video Communications, specializing in user-friendly cloud video conferencing. The only exception is customized training, which incurs a nominal fee due to the customization work involved. To request a quote for our customized training offerings, CU*BASE Custom Certified Trainer Program and CU*BASE CTE, contact the CU*Answers Client Services & Education team

Cancellations/Substitutions

If you must cancel, please do so at least 48 business hours 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

Updated
October 19, 2016

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! Friday, November 3 11:00 AM – 12:00 PM ET, web conference Managing Delivery Channels   Monday, November 6 2:30 PM – 4:00… Read more »

Oct 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered

Oct 10, 2017

2 CU*Answers University Courses Now Being Offered as Webinars

2 CU*Answers University Courses Now Being Offered as Webinars

The following CU*Answers University courses were originally announced as in-person events to be hosted at our Grand Rapids headquarters, but will instead be held as webinars. Thursday, October 12 2:00 PM – 3:00 PM ET Using CU*BASE Loan Forms with Imaging Solutions   Wednesday, October 25 9:30 AM – 11:00 AM ET Designing CU*BASE Loan… Read more »

Oct 5, 2017

New Date! CU*Answers University: Monitoring Abnormal Activity

New Date!  CU*Answers University: Monitoring Abnormal Activity

Learn more about the tools in CU*BASE designed for monitoring abnormal and suspicious member activity!  Join us for this CU*Answers University course to learn about the tools that can help track abnormal member activity, high risk-designated members, and activity that is frequently related to fraud. Please note: This class was originally scheduled for Friday, October… Read more »

Oct 4, 2017

CU*Answers University: Monitoring Abnormal Activity

CU*Answers University: Monitoring Abnormal Activity

Learn more about the tools in CU*BASE designed for monitoring abnormal and suspicious member activity!  Join us for this CU*Answers University course to learn about the tools that can help track abnormal member activity, high risk-designated members, and activity that is frequently related to fraud. Please note: This class was previously offered as an in-person… Read more »

Sep 29, 2017

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

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

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 October!   Tuesday, October 3 2:00 PM – 3:00 PM ET, web conference Lending from Request to Disbursement: Understanding the Application Process  … Read more »

Sep 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 21 2:00 PM – 2:30 PM ET This Month’s Focus Records and Information Management in Business Continuity Planning Join Marilyn Boyd and Jim Lawrence from CU*Answers for an Education Express session designed to help credit unions better understand the role that Records and Information Management (RIM) plays in Business Continuity Planning (BCP).  They… Read more »

Sep 7, 2017

Now available as a webinar: CU*BASE and Key Regulations

Now available as a webinar: CU*BASE and Key Regulations

Previously offered as an in-person classroom event, we will now also be offering this upcoming course as a free webinar!  Join us as we discuss key CU*BASE tools that are designed to deal with regulation issues.  Regulation D, Regulation E, and dormancy issues will be closely reviewed, along with personal-identity verification and other topics brought… Read more »

Sep 6, 2017