Special Training Events

edu-special-events

CU*Answers University offers a variety of special training events, all of which are free, to provide credit union staff the opportunity to discuss industry hot topics with their peers in the cuasterisk.com network. Special training event details are listed on the following pages.

(Note: Events are listed in Eastern Time. Please note that training event dates and times are subject to change. Watch for an email invitation for finalized event details.)

Special Training Events at a Glance

(Note: Training event dates and times are approximate and subject to change. Watch for an email invitation to confirm the schedule.)

Date Event
January 19 Sales & Marketing Roundtable
February 6 – 10 University Week
February 16 Quarterly Collections Roundtable
February 22 Data Investment Symposium
March 7 – 9 Northern Michigan Regional Training Event
March 15 Mid-Year CEO School: Not Just for CEOs
March 22 CFO Strategies Roundtable & Accounting Top Ten Focus Group
March 28 – 30 East Coast Regional Training Event
April 24 – 28 University Week
May 2 – 4 Ohio Regional Training Event
May 10 Conversations on Compliance
May 17 Quarterly Collections Roundtable
May 31 – June 1 Network Services IT Boot Camp
June 20 – 22 CU*BASE Leadership Conference and Accompanying Events
July 10 – 14 University Week
August 10 Sales & Marketing Roundtable
August 16 – 18 Eastern Michigan Regional Training Event
August 29 Quarterly Collections Roundtable
September 13 – 15 Northern Illinois Regional Training Event
September 27 – 29 South Dakota Regional Training Event
November 7 – 9 CEO Strategies
November 14 Quarterly Collections Roundtable
November 15 – 16 Network Services IT Boot Camp
December 4 – 8 University Week
To be determined Executive Boot Camp

CEO Strategies

Designed for credit union CEOs, CEO Strategies packs three days of learning into a framework of innovative idea sharing, collaboration, and networking. CEO Strategies comprises three separate events: CEO Collaboration in the cuasterisk.com Network, CEO School, and CEO Roundtable. Each event is detailed below.

CEO Collaboration in the cuasterisk.com Network (Past, Present, and Future)

Kicking off CEO Strategies is a half-day workshop, during which CEOs brainstorm about hot topics such as profitability analysis, expanding their credit union’s opportunities, and starting a business in the cuasterisk.com network. A networking session will follow in the evening.

CEO School: Driving Solutions and Execution

The day-long CEO School gives participants the chance to hear CU*Answers CEO Randy Karnes discuss how he would use CU*BASE tools as a credit union CEO to interact with leadership and board members. A networking session will follow in the evening.

CEO Roundtable

Rounding out the week’s events is the CEO Roundtable, which gives CEOs a unique opportunity to address topics and concerns with their peers in the cuasterisk.com network. Participants join in frank discussions about their shared challenges as CEOs and explore the potential for developing new partnerships over the coming year.

Dates November 7 – 9
Location This event will be held at the Watermark Country Club, located at 5500 Cascade Rd. SE, Grand Rapids, MI 49546.
Registration Below is the link to register.
Schedule Below is the schedule for this event. (Tentative schedule only – watch for an email.)

Register

Register for CEO Strategies

Schedule

Date Time Event
Tues, Nov 7 1 – 5 PM ET CEO Collaboration in the cuasterisk.com Network
5:30 – 7:30 PM ET CEO Strategies Open Networking Session
Weds, Nov 8 9 AM – 4:30 PM ET CEO School: Driving Solutions and Execution
5:30 – 7:30 PM ET “Thinking 2018” Networking Session
Thurs, Nov 9 9 AM – 3 PM ET CEO Roundtable

CFO Strategies Roundtable & Accounting Top Ten

Combined into one day-long learning opportunity for credit union CFOs and accounting leadership, these two events offer participants the opportunity to learn about the driving forces behind CU*BASE development and collaborate with their peers to envision new tools and network solutions.

Date Wednesday, March 22
Location This event will be held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan.
Registration Registration link below
Schedule Below is the schedule for this event. (Tentative schedule only – watch for an email.)

Register

Register for CFO Strategies Roundtable

Register for Accounting Top Ten Focus Group

Schedule

Date Time Event
Wed, Mar 22 9 AM – 12 PM ET CFO Strategies Roundtable
12 – 1 PM ET Lunch (courtesy of CU*Answers)
1 – 4 PM ET Accounting Top Ten Focus Group

Conversations on Compliance

This annual seminar offers participants a panel discussion from compliance professionals and renowned industry experts. While the event agenda changes each year based on current hot topics related to compliance, popular areas of focus during this event include compliance and regulatory updates as well as cybersecurity.

Date May 10
Location This event will be held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan.
Registration Registration link below
Schedule Below is the schedule for this event. (Tentative schedule only – watch for an email.)

Register

Register for Conversations on Compliance

Schedule

Date Time Event
May 10 9 – 10:30 AM ET 7 Steps to Reduce UDAAP Risks
10:45 AM – 12 PM  ET A Regulatory Update: What’s Ahead
12 – 1 PM  ET Lunch Provided
1 – 3:30 PM  ET ACH Data Security

CU*BASE Leadership Conference

The annual CU*BASE Leadership Conference and accompanying events welcome staff from credit unions across the country. Designed for CEOs and senior credit union leaders, the CU*BASE Leadership Conference provides a unique opportunity to network with peers, take a look at accomplishments from the first half of the year, and look ahead toward what CU*Answers has in store for the second half of the year. Join other CU*BASE clients to celebrate achievements and plan for even greater successes in the future.

Learn more

Dates June 20-22
Location The CU*BASE Leadership Conference and accompanying events will be held at the JW Marriott Hotel located at 235 Louis St. NW in Grand Rapids, Michigan. The CU*Answers Golf Outing will be held at the Saskatoon Golf Club located at 9038 92nd St. SE in Alto, Michigan.
Registration Please watch for an email invitation with registration details.
Schedule Below is the schedule for this event. (Tentative schedule only – watch for an email.)

 CU*BASE Leadership Conference General Schedule

Date Time Event
Tues, June 20 4 – 4:30 PM ET Xtend Stockholders Meeting
4:30 – 7:30 PM ET CU*Answers Cocktail Reception
Wed, June 21 9 AM – 4:30 PM ET CU*BASE Leadership Conference
6:30 – 9 PM ET CU*Answers Stockholders Meeting
Thurs, June 22 8:30 AM – 4:30 PM ET CU*Answers Golf Outing

Executive Boot Camps

Covering subject matter at a much deeper level than most CU*Answers training events, Executive Boot Camps give credit union executives hands-on experience in owning and crafting solutions. Over the course of a year, a select group of twelve participants will spend a total of 8 days working with CUSO insiders on the roadmaps and approaches for creating databases that yield value to credit union leaders and teams.

Learn more

Dates

The 2017 Executive Boot Camp programs will be announced at the CU*BASE Leadership Conference in June and via a follow-up email shortly thereafter. Those interested will have until mid-September to apply to the Executive Boot Camp program of interest. Applicants will be informed in late September of the 12 individuals selected to participate in the program, which will begin soon thereafter in November or December and continue over the course of the next year, offering participants one two-day session of learning and networking each quarter.

Location This event is held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan.
Registration No registration is necessary for this event. The 12 applicants selected to participate in the Executive Boot Camp will be notified via email of event and accommodation details.
Schedule Below is the schedule for this event. (Tentative schedule only – please watch for an email.)

Executive Boot Camps General Schedule

Dates Quarter Event
To be determined 1st Quarter Two-day training session introducing program objectives
2nd Quarter Two-day training session building on concepts from first session
3rd Quarter Two-day training session building on previously learned concepts
4th Quarter Two-day training session that culminates program

Mid-Year CEO School: Not Just for CEOs

During this day-long training event, which welcomes all credit union staff, CU*Answers CEO Randy Karnes shares management insights and discusses how CU*BASE dashboards and statistical-analysis tools can be used to track your business plan throughout the year and identify new opportunities.

(Note: The date and times listed below are approximate and subject to change. Watch for an email invitation to confirm the schedule.)

Register now

Date March 15
Location This event is held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan.
Registration Register now
Schedule Below is the schedule for this event. (Tentative schedule only – please watch for an email.)

Mid-Year CEO School General Schedule

Date Time Event
Wed, Mar 15 9 AM – 12 PM ET Morning Training Session
12 – 1 PM ET Lunch Provided
1 – 4 PM ET Afternoon Training Session, Open Q&A

Network Services IT Boot Camp

Offered biannually, this two-day event provides credit union IT staff an in-depth knowledge of CU*BASE and ProDOC installation and troubleshooting with an aim to achieve tighter integration between credit union IT staff and the CU*Answers Network Services team.

Learn more

Dates Spring Session: May 31 – June 1
Fall Session: Nov 15 – 16
Location This event is held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan.
Registration Please watch for an email invitation with registration details.
Schedule Below is the schedule for this event. (Tentative schedule only – please watch for an email.)

Network Services IT Boot Camp General Studies

Date Time Event
Day 1 8 – 11:30 AM ET CU*BASE Installation and Troubleshooting
11:30 AM – 12:30 PM  ET Lunch Provided (courtesy of CU*Answers)
12:30 – 5 PM  ET ProDOC Installation/Troubleshooting, Security Part I
Day 2 8 – 11:30 AM ET WAN Overview, Security Part II
11:30 AM – 12:30 PM ET Lunch Provided (courtesy of CU*Answers)
12:30 – 5 PM ET RMM Platform, Reports, and Hardware

Quarterly Collections Roundtable

The Quarterly Collections Roundtable offers collections staff the opportunity to discuss collections best practices with their peers. Often there are guest speakers who are experts in collections-related issues.

Dates Winter session: Feb 16
Spring session: May 17
Summer session: Aug 29
Fall session: Nov 14
Location This event will be held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan. This event will also be hosted via live webcast for those who would like to participate remotely. If interested in this option, contact the CU*Answers Client Services & Education team
Registration See Below for links
Schedule Below is the schedule for this event, which includes two identical sessions to accommodate busy schedules. (Tentative schedule only – please watch for an email.)

Register

Register for Quarterly Collections Roundtable

Register for Collections Roundtable Recap webinar

Quarterly Collections Roundtable General Schedule

Dates Time Event
Feb 16
May 17
Aug 29
Nov 14
8 – 11:30 AM ET Morning Session
1:30 – 4 PM  ET Afternoon Session

Regional Training Events

Held in a location in closest proximity to clients, Regional Training Events offer clients the opportunity to attend in-person training without the cost of travel. Not only does the event location cater to clients, the content does as well; training topics are based on client requests. Frequently requested topics include regulatory updates, compliance best practices, and top CU*BASE lending tools.

Dates Regional Training Events are listed below. To request a Regional Training Event in your area, contact the CU*Answers Client Services & Education team
Location The regions in which each event will be held are listed above. For the specific location of each event, please watch for an email.
Registration Register now
Schedule Below is the schedule for this event. (Tentative schedule only – please watch for an email.)

REGISTER

Register for Regional Training Events
(Note: Dates listed below are approximate and subject to change. Watch for an email invitation to confirm the schedule.)

Region Date
Northern Michigan March 7 – 9
East Coast March 28 – 30
Ohio May 2 – 4
Eastern Michigan August 16 – 18
Northern Illinois September 13 – 15
South Dakota September 27 – 29
 Wisconsin  October 18 – 20

Regional Training Event General Schedule

Date Time Event
See Region and Dates Listed Above 9 AM – 12 PM ET Morning Training Session
12 – 1 PM  ET Lunch Provided
1 – 4 PM  ET Afternoon Training Session

Sales & Marketing Roundtable

The biannual Sales & Marketing Roundtable offers participants tips and best practices on CU*BASE marketing and sales tools as well as the opportunity to network with their peers in the cuasterisk.com network. Contact Xtend to learn more.

Dates Winter session: January 19

Summer session: August 10

Location This event is held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, Michigan. This event will also be hosted via live webcast for those who would like to participate remotely. If interested in this option, contact Xtend for details.
Registration Please watch for an email invitation with registration details.
Schedule Below is the schedule for this event. (Tentative schedule only – watch for an email.)

Sales & Marketing Roundtable General Schedule

Dates Time Event
January 19

August 10

9 – 9:30 AM ET Breakfast Provided (courtesy of Xtend)
9:30 AM – 12 PM ET Credit Union Sales and Marketing Best Practices
12 – 1:30 PM ET Lunch (on your own) 
1:30 – 4 PM ET Improving Your Sales & Marketing Strategy with CU*BASE

University Weeks

Held once per quarter, University Weeks include the most timely and relevant CU*Answers University courses, all condensed into one week for those who prefer to designate a week-long time frame to training.

Register for University Week

 

Dates The Following are dates of the 2017 University Weeks:

  •  Winter University Week: February 6-10
  • Spring University Week: April 24-28
  • Summer University Week: July 10-14
  • Fall University Week: December 4-8
Location In-person courses will be held at the CU*Answers corporate office: 6000 28th St. SE in Grand Rapids, Michigan.
Registration Register now
Schedule Each University Week schedule of courses is listed on the registration site referenced above.

Updated
September 29, 2017

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