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

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: It’s time to register for the CU*Answers University Week, coming April 24-28 Don’t forget to register for our most timely and relevant courses condensed into one week!  Attendance is FREE for each of these courses! Register Don’t forget: the registration deadline is 2 days prior to each course.

Apr 17, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

The CU*BASE New Navigation arrives next week – make sure you are prepared! There’s still time to register for our final training session.  If you have not attended any of our previous training sessions, be sure to sign up – The CU*Answers Client Services & Education Team will help familiarize you with the New Navigation…. Read more »

Mar 14, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is March 15

Don’t Miss Out!  Final Training Session for CU*BASE New Navigation is March 15

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Looking for a particular Tool in the CU*BASE New Navigation?  Want to see how menus and Tools were organized in the previous version of CU*BASE?  CU*Answers has a library of documentation available for reference online, so you can compare the old with the new 17.03 release of CU*BASE. Check… Read more »

Mar 9, 2017

CU*BASE New Navigation – Don’t Forget to Join our Training Sessions!

CU*BASE New Navigation – Don’t Forget to Join our Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – With the upcoming 17.03 Release of CU*BASE, your Favorite Tools can follow you from one workstation to another! With the New Navigation, your Favorite Tools are tied to your Employee ID. This also means that multiple credit union employees can use the same workstation,… Read more »

Feb 27, 2017

Don’t Miss this FREE Education Express Webinar!

Don’t Miss this FREE Education Express Webinar!

Thursday, March 23 2:30 – 3:00 PM ET This Month’s Focus Tiered Service Points and Rewards We will be offering a session for credit unions that are interested in utilizing Tiered Service Points, and showing how they can reward members via a points program based on their membership services. Don’t miss this FREE webinar Get… Read more »

Feb 22, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Here at CU*Answers, we are very excited to roll out the new Search function with the 17.03 Release of CU*BASE on March 19!  Below are some tips for helping you get familiar with the Search feature: Make sure you are in the correct menu.  Favorite Tools under ‘My Tools’ may display… Read more »

Feb 13, 2017