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

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

April 28, 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

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!   Tuesday, June 2 3:00 PM – 4:00 PM ET NCUA Priorities – CU*Answers Response & Recommendations Register for web conference  … Read more »

May 26, 2020

A Note from Client Services: Your Credit Union’s Designated Statement Coordinator

A Note from Client Services: Your Credit Union’s Designated Statement Coordinator

ATTENTION ONLINE CREDIT UNIONS Our Client Services and Education Team has been working on a project to designate one employee at each of our network credit unions as the ‘Statement Coordinator’.  This Statement Coordinator will be the individual who we first engage with on any questions relating to your member statements.  At this point, we… Read more »

May 21, 2020

CU*Answers continues to innovate with new Teller/Member Services Day

CU*Answers, the West-Michigan based cooperative CUSO, invited clients to attend the second Teller/Member Services Day. The 4-hour training course covers topics including teller processing, member services, and teller balancing research. Twenty-seven people attended the first training session for this new offering which will be held six times per year. Lani Lowing, Education Team Lead stated, […]

Apr 24, 2020

We’re Here When You Need Us – Client Services and Network Services

We’re Here When You Need Us – Client Services and Network Services

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.  Even as headlines change and new information is delivered frequently, CU*Answers is here to support our clients.  We are committed to keeping our daily operations running smooth as usual, and… Read more »

Apr 14, 2020