Workshops & Individual Training

Most of the classes listed above are designed around a class room lecturer and interactive class participation based on general theory and a test credit union.

To help move from theory to actual hands-on, get-the-job-done training, it is sometimes necessary to get together with CU*Answers trainers in a hands-on lab environment. CU*Answers encourages credit unions to take advantage of CU*Answers’ training room and workshop environment to actually enter the configuration and start the processing for many of the topics described in this Catalog.

CU*Answers encourages credit unions to plan a day to come to our offices, bringing the materials required to actually set up the first month’s processing, and work with our trainers to get the ball rolling. The following topics are great workshop projects:

  • Tired Service Programs
  • Marketing Campaigns: Mail, Telemarketing, Face-To-Face Sales
  • New Account Forms (TIS) and CD Forms Configuration
  • It’s Me 247 Virtual Member Services (VMS) Configuration
  • Planning for Electronic Lending and using the Household Database
  • Marketing Clubs and Tiered Services Configuration
  • Subsidiary Processing: Fixed Assets, Prepaids and Accrued Expenses
  • Subsidiary Processing: Investments
  • Collection Processing
  • CU Financial Report Configuration
  • CU Budgets and ALM Planning
  • CU Designed Reports and Inquiries
  • … or any other topic you’d like!

If you are interested in setting up a lab session, contact the Education Team at Education@cuanswers.com

Individual Training At CU*Answers or Your Site

Training at CU*Answers

Due to credit union personnel schedules, credit union locations, and the various needs of CU*Answers credit unions, it is not always possible for either CU*Answers or a credit union to commit to a scheduled training event. CU*Answers encourages credit unions to have on-site training based upon their own needs and timing. If this Course Schedule doesn’t fit well with your credit union, maybe you should consider a special training session.

Depending on the situation, there may be a fee for travel and out-of-pocket expenses for your assigned instructor. All training time is free as part of your CU*Answers maintenance fees. Please understand that CU*Answers stresses the need for your credit union to also participate in our scheduled classes. Interaction with credit union colleagues is one of the strengths of CU* Answers University and key to your understanding of how CU*BASE can work in your credit union. Either way, education is the only way your credit union will get its money’s worth from CU*Answers and its CU*BASE investment.

To schedule either a class at your credit union or to come to CU*Answers for special training classes, please contact Education@cuanswers.com

Updated
April 28, 2020

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 »

Aug 3, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, August 10 3:30 PM – 4:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer.  During this Education Express session, we will discuss: How to assign or remove a Security Officer How to locate and complete… Read more »

Jul 27, 2021

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

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

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 August!   Monday, August 2 4:00 PM – 5:00 PM ET Working with Your Members Remotely Register for web conference   Wednesday, August… Read more »

Jul 21, 2021

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming July 19 – 22!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, July 19 9:30 AM – 10:00 AM ET Getting Started with Unique Data Management (UDM) Register for web conference Register for classroom session   Tuesday,… Read more »

Jul 12, 2021

Join Us this Afternoon for a FREE Education Express Webinar!

Join Us this Afternoon for a FREE Education Express Webinar!

Tuesday, July 6 3:00 PM – 3:30 PM ET This Month’s Focus Key Performance Indicators Overview Have you wondered how you can transform ideas, data and questions into actionable insights? Join Business Intelligence Analyst Thomas Hull to learn more about how to incorporate data into your annual business plan.  Discover more about Key Performance Indicators… Read more »

Jul 6, 2021

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jul 1, 2021