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

Big Changes on the Horizon with CU*BASE New Navigation!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Arriving March 19th, the New Navigation system will bring many exciting new features to CU*BASE!  The 17.03 release will allow you to Search for Tools, sort them alphabetically, and even set up lists of favorite tools tied to individual Employee IDs.  It’s a bold new take on the CU*BASE… Read more »

Jan 16, 2017

Introducing Zoom!

We’re Bringing You a Better Webinar Experience With Zoom! The CU*Answers POV (Presence Over Video) initiative is all about improving and increasing video communication between our staff and yours. As part of that effort, we’re switching from WebEx to Zoom for our video-conferencing services. You’re going to love Zoom because it offers: A more user-friendly… Read more »

Oct 3, 2016

Check out the healthy new . . .

Check out the healthy NEW CROP of Show Me the Steps resources! 6 Topics Just Added Add Miscellaneous Insurance to Loan Add Payment Protection to Loan Add Promotional Rate to Online Credit Card Enroll Member in eAlerts Remove Miscellaneous Insurance from Loan Remove Payment Protection from Loan 10 NEW Videos Adding ACH-Paid Invoices to A/P… Read more »

Sep 27, 2016