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 |
| 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
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.
Special this year! In past years we have paired a half-day CFO Roundtable with a half-day meeting of the Accounting Top Ten Focus Group. This year we are temporarily suspending the accounting focus group while we continue to work on the development projects identified by the group. This will allow us to spend a full day with credit union CFOs.
| 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
Schedule
| Date | Time | Event |
|---|---|---|
| Wed, Mar 22 | 9 AM – 12 PM ET | CU*Answers and CECL What is CU*Answers working on? What won’t CU*Answers be tackling? Hosted by Bob Frizzle, CU*Answers CFO, and members of the Asterisk Intelligence team |
| 12 – 1 PM ET | Lunch (courtesy of CU*Answers) | |
| 1 – 4 PM ET | CECL from a Vendor’s Perspective With special guest Charley McQueen from McQueen Financial Services Co-hosted by Bob Frizzle and Shari Weber, CFO at Honor Credit Union |
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.
| 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.
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.)
| 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.
| 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.
| Dates | The Following are dates of the 2017 University Weeks:
|
|---|---|
| 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. |
