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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, June 6 2:00 PM – 2:30 PM ET This Month’s Focus Available Information on the CU*Answers Website CU*Answers Management Services is a group of branded services whose leaders focus on addressing issues regarding users, operations, strategy, and development.  These are the brands that add value for every CU*Answers client.  Our value proposition focuses on… Read more »

Jun 1, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

Jun 1, 2023

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

May 31, 2023

Conversations On Education: Exercises for Success – Member Services

Conversations On Education: Exercises for Success – Member Services

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

May 24, 2023

Conversations On Education: Summer 2023 Events – Exercises for Success

Conversations On Education: Summer 2023 Events – Exercises for Success

Join us for a conversation on Education!  Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »

May 23, 2023

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

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

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 June!   Monday, June 5 3:30 PM – 4:30 PM ET Providing First-Class Customer Service to Members Register for web conference   Tuesday,… Read more »

May 18, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Friday, May 26 3:30 PM – 4:00 PM ET This Month’s Focus Statement Insert Reminders The monthly Statement Insert Reminder helps your credit union stay on track with deadlines and details on preparing your Statement Message Inserts and eStatements for members.  The Statement Insert Reminder also includes additional information for Statement Onserts, Statement Mailing and… Read more »

May 15, 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Conversations On Education: Here’s What We’ve Accomplished As of May 2023

Have you joined our Conversations on Education yet?  Check out what we’ve accomplished since we launched this initiative earlier this year! The first Conversations On Education event was hosted in March of 2023.  Our next event will take place within the next two months – for more details and to stay in the loop on… Read more »

May 4, 2023