Virtual Training

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For those who enjoy the flexibility of online training but value the interaction they get from in-person training, CU*Answers University offers virtual training. This type of training allows credit union staff to participate from the comfort of their own desk while still being able to interact with an instructor and course participants in real time. Following are details about CU*Answers virtual training options.

Webinars

Whether out of state or around the block, clients can attend CU*Answers University webinars for free, and without the cost of travel, making this a very cost-effective option. Listed below are details on some of the most popular CU*Answers webinars.

Register for a web conference

CU*BASE Budgeting Tools Webinar Series

The CU*BASE Budgeting Tools webinar series offers participants a deep dive into CU*BASE budgeting software, showing them how to get the most out of this robust toolset. During the webinar series, participants will learn how to prepare their general ledger chart of accounts as well as how to configure the budget toolset, research for calculation assumptions, use classical budget calculations and modeling tools, and analyze the budget against actual performance. The webinar series also provides participants an inside look at the latest features and those in development for the CU*BASE budgeting toolset. To register for webinars within this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 5 webinars.

Register for webinars within this series

Dashboard Dives

CU*BASE dashboards have compiled the numbers; now it’s time to figure out how to use them to steer your credit union to success. Designed for CEOs and leadership staff, Dashboard Dives will give you the chance to get together with your peers and discuss what the data in CU*BASE dashboards really means and brainstorm how to use it to create a winning business plan. To register for webinars within this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 10 webinars.

Education Express

Held monthly, the brief 30-minute Education Express webinar focuses on upcoming training events, software upgrades, and more!

Register for upcoming Education Express webinars

Lending Tools Webinar Series

Geared toward credit union CEOs and VPs of lending, this eight-part lending series gives participants the opportunity to discuss existing CU*BASE lending tools and those in development for 2018. To register for webinars in this series, watch for an email invitation, which will list separate registration links for each webinar in the series, which typically comprises 8 webinars.

Release Training

To help clients get up to speed on the latest CU*BASE tools and features, CU*Answers provides training for releases that include a significant number of software enhancements.

Register for Release Training Webinars

View Recorded Release Training Webinars

Revisions and the Future of CU*BASE Budgeting

In this two-day webinar series, participants will hear from CU*Answers CEO Randy Karnes and his budgeting experts on recent enhancements made to the CU*BASE budgeting software and those that are in the pipeline. The webinar series will also include a high-level overview of best practices for managing budgets using CU*BASE. No registration is required for this drop-in webinar series. Watch for the email invitation and click the link in the email to join the webinars.

Tricks of the Trade

The monthly Tricks of the Trade webinars discuss key pieces of documentation that are highlighted in the monthly Tricks of the Trade newsletter. No registration is required for this drop-in webinar series. Watch for the monthly email invitation and click the link in the email to join the webinar.

Find out about upcoming webinars and read Tricks of the Trade newsletters

Updated
October 19, 2016

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