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

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

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

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 October! Tuesday, October 6 3:30 PM – 4:30 PM ET Getting Started with Unique Data Management (UDM) Register for web conference   Tuesday,… Read more »

Sep 23, 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 »

Sep 2, 2020

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

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

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 September!   Wednesday, September 2 3:30 PM – 4:30 PM ET Member Service Trackers, Leads, and Follow-Ups Register for web conference   Tuesday,… Read more »

Aug 28, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, September 15 2:00 PM – 2:30 PM ET This Month’s Focus eSign Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, have brought a new eSign experience for your members.  These modern updates present an eSign experience that is unlike anything else on the market – a clearer, cleaner and more polished… Read more »

Aug 26, 2020

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 15, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, July 28 3:00 PM – 3:30 PM ET This Month’s Focus Educational Resources Available to our Clients Join Ashley Fryling of the Client Services and Education team for a FREE refresher of educational resources we have available to our clients.  Ashley will discuss resources that are currently available, the benefits they present, and where… Read more »

Jun 24, 2020