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 31. Registration procedures for this type of training are detailed below.

Classroom Sessions

Visit CU*Answers University to select your Classroom Session courses to register for classroom sessions listed in this catalog. Please note that registration closes two days before the course start date. After registering, you will receive a confirmation email. View details about classroom training on page 9.

Webinars

Visit CU*Answers University to register for webinars  to register for webinars listed in this catalog. Please note that registration closes two days before the course start date. After registering, you will receive a confirmation email. View details about webinar offerings on page 10.

Training Events

Training events each have registration procedures specific to the event. For registration procedures, please see event descriptions beginning on page 17.

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.

Following is a list of training options available by request:
• Courses (look for “by request” in the course syllabus)
• Customized Board Education (page 10)
• Workshops (page 9)
• Customized On-Site Training (page 9)
• Incident Response and Awareness Training (page 9)

 

Course Times

Most classroom courses are scheduled on weekdays between 9 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 Mountain and Central Time Zones.

Cost

All CU*Answers training is free of charge, including webinars. 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 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
December 19, 2018

CU*Answers updates Education for Success booklets

The West-Michigan based cooperative CUSO, CU*Answers, recently announced updated versions of its three Exercise for Success booklets. The three training booklets cover topics related to Member Service, Teller, and Loan processes for CU*BASE®. Updated booklets can be downloaded through the Client Services and Education Store page. These documents allow the CU*Answers Client Services and Education […]

Aug 8, 2019

Monthly Education Express and Learning Café offerings

CU*Answers schedules hundreds of training sessions throughout the year, many of them announced in the CUSO’s annual Education Catalog. Two hot programs, Education Express and Learning Café, are picking up steam. “Studies have proven that the incentive to learn is at its peak when a topic is current, critical, and commands attention,” said Laura Welch-Vilker, […]

Aug 8, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, August 28 11:00 AM – 11:30 AM ET This Month’s Focus Online Banking Apps & Requests from within CU*BASE Join Kristian Daniel as he explains how to work with online banking apps and requests from within CU*BASE.  During this session, Kristian will discuss topics including: Working Online Banking Apps/Requests via CU*BASE Tool #13 Working… Read more »

Jul 30, 2019

Check Out the Asterisk Intelligence University Courses for August!

Check Out the Asterisk Intelligence University Courses for August!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of August, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up!   Monday, August 12 9:00… Read more »

Jul 26, 2019

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

Join Us for Lender*VP Week and Check Out the Lender*VP University Courses for July!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of July, we will be hosting a set of webinars relating to Lender*VP.  Take a look at the courses we have coming up, including Lender*VP Week, which will take place between… Read more »

Jul 1, 2019

TruChoice Federal Credit Union implements a new training feature

The CU*BASE® Custom Training Edition (CTE) is a newer alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. “In April 2019, TruChoice Federal Credit Union became the first CU*BASE client to implement a Custom Training Edition (CTE) within just 30-60 days after their core conversion,” states Kasey […]

May 30, 2019

CU*Answers Client Services and Education team hits new milestone in conversion training

The Client Services and Education team hit the ground running starting in January of this year as they expanded their support hours for clients from coast to coast. So far this year the team has provided pre-conversion training to five credit unions who have joined the CU*Answers network—roughly 560 hours total over 14 weeks! Stephanie […]

May 30, 2019

Life Asset launches e-statements in an effort to “Go Green”

On May 1st, 2019 CU*Answers Client Services and Education department assisted Life Asset, an organization working to alleviate poverty in Washington, DC through the provision of microloans and financial education, with the implementation of e-statements. The e-statement feature was originally not offered to Life Asset’s clients, but the Client Services and Education Team assisted in […]

May 28, 2019