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. Webinars are a great choice for those who prefer a virtual learning environment that involves some level of interaction with the instructor and other participants. For a complete list of pre-scheduled webinars, see the training schedules beginning on page 25 and look for “webinar” in the Format column.

In addition to offering pre-scheduled webinars, CU*Answers offers webinars scheduled throughout the year. To register for these webinars, please watch for an email invitation, which will be sent to all those on the CU*Answers Client News email distribution list. To be added to this list, contact the CU*Answers Writing Team at clientnews@cuanswers.com.

Education Express

Held monthly, the brief Education Express webinar focuses on upcoming training events, software upgrades, and more. This webinar series also serves as a refresher for CU*BASE tools clients may have forgotten about. Additionally, participants learn about CU*Answers documentation, including AnswerBook, CU*BASE online help, and other resources that help clients make the most of the CU*BASE toolset.

Dashboard Dives

CU*BASE dashboards have compiled the numbers; join this webinar series to figure out how to use them to steer your credit union to success. Designed for CEOs and leadership staff, Dashboard Dives typically comprises ten webinars and gives participants the chance to discuss what the data in CU*BASE dashboards really means and brainstorm how to use it to create a winning business plan.

Learning Cafe’

Join these monthly webinar sessions as you enjoy lunch at your desk! Sessions include a discussion of hot topics in the credit union industry such as regulatory updates and compliance best practices. Also discussed are new CU*BASE tools and features.

Lender*VP Hot Topics

Delivered by CU*Answers lending experts, this monthly webinar series is designed to help participants leverage CU*BASE lending tools, dashboards, and reports to increase loan product usage and sales. During these brief sessions, participants get a quick overview of the latest CU*Answers lending products and services and learn how to use them to maximize their success in the area of lending. Participants also learn lending best practices and strategies that will help them harness the power of the CU*BASE lending toolset.

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.

Vendor Watch

This monthly webinar series focuses on AuditLink VM, a service that uses a robust database of vendor intelligence to help clients keep up with regulations surrounding vendor management. In this webinar series, participants learn best practices for vendor due diligence and explore key vendor-management resources. Additionally, participants receive a full demo of the AuditLink vendor-management site and service.

Xtend Spotlight Series

Held monthly and often multiple times throughout the month, Xtend Spotlight Webinars showcase products, services, and best practices to give credit unions the leading edge. During these 30-minute sessions, participants will get a quick overview of Xtend products and services that are most popular among clients and members and get insider tips on how to maximize their success in the areas of member communications, contact center support, bookkeeping, and mortgage servicing.

 

 

Updated
April 28, 2020

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

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

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 December!   Tuesday, December 1 4:00 PM – 5:00 PM ET Components of an Information Security Program Register for web conference   Thursday,… Read more »

Nov 25, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »

Nov 25, 2020

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log

View a record of electronic activity that is posted to your member accounts on a day-to-day basis, including share drafts, ACH, ATM/Debit card transactions and settlements, and corporate drafts.  Smart Operator: Daily Ops Log can be used to verify that this critical activity is being handled as expected every day! For more information on CU*BASE… Read more »

Nov 17, 2020

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!   Thursday, November 5 10:30 AM – 11:30 AM ET Components of an Information Security Program Register for web conference   Monday,… Read more »

Oct 28, 2020

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile.  Don’t forget: if your Education Contact needs to be updated,… Read more »

Oct 8, 2020