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 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.

Updated
February 11, 2020

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

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

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 April!   Monday, April 6 4:30 PM – 5:00 PM ET Preparing for a Cybersecurity Incident Response Register for web conference   Tuesday,… Read more »

Mar 31, 2020

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

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

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 March!   Tuesday, March 3 10:00 AM – 11:00 AM ET Components of an Information Security Program Register for web conference   Wednesday,… Read more »

Feb 27, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 12 2:30 PM – 3:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer.  During this Education Express, we will discuss: How to assign or remove a Security Officer How to locate and complete a… Read more »

Feb 20, 2020

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