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!

Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021.  During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »

Feb 23, 2022

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

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

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 March!   Tuesday, March 1 2:00 PM – 3:00 PM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »

Feb 18, 2022

Mark Your Calendars for the 2022 CU*Answers University Weeks!

Mark Your Calendars for the 2022 CU*Answers University Weeks!

CU*Answers will be hosting three more University Weeks during 2022!  Whether you’ve attended University Week in the past or are a new attendee, we invite you to join us for a series of our most timely and relevant courses where we will discuss topics relating to our core software, CU*BASE, alongside many of the other… Read more »

Jan 31, 2022

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 »

Jan 27, 2022

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

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

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 February!   Wednesday, February 2 2:00 PM – 2:30 PM ET Vendor Management 101 Register for web conference   Thursday, February 3 3:00… Read more »

Jan 24, 2022

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

We are excited to announce a refresh to your Credit Union Library! This year, an extensive project has been underway to bring your learners a more engaging learning experience as we move into 2022.  Implemented earlier this month, the following enhancements are now available to your credit union: Authored in Articulate: All courses will be migrated from the current… Read more »

Jan 17, 2022