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.

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Sep 26, 2019

New CU*Answers OnDemand videos available

The West-Michigan based cooperative CUSO, CU*Answers is a launching point for multimedia information and education. Now you can get this information OnDemand – when and where you want it. Kasey Woodhead, assistant manager of Client Services and Education, recently announced that in August 2019, the Client Services and Education Team published new video content. “CU*Answers […]

Sep 12, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 12 11:00 AM – 11:30 AM ET This Month’s Focus AuditLink’s Abnormal Activity Service Join Marvin Johnson, Assistant Manager of AuditLink, as he discusses AuditLink’s new Abnormal Activity Service.  During this session, Marvin will discuss topics including: An overview of the services AuditLink offers What AuditLink is looking for with this service and… Read more »

Aug 30, 2019

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

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

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 September!   Tuesday, September 3 3:30 PM – 4:30 PM ET Member Service Trackers, Leads, and Follow-Ups Register for web conference   Wednesday,… Read more »

Aug 23, 2019

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