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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, November 25 11:00 AM – 11:30 AM ET This Month’s Focus Overview of Same-Day ACH Changes Within the last five years or so, the ACH landscape has kicked into high gear.  Surprised?  No worries, we’ll catch you up quickly.  Join Jeff Miller, Manager of OpsEngine Business Development for a discussion of the following items:… Read more »

Nov 14, 2019

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 »

Oct 28, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Sep 26, 2019

New CU*Answers OnDemand videos available

The West-Michigan based cooperative CUSO, CU*Answers is a launching point for multimedia information and education. Now you can get this information OnDemand – when and where you want it. Kasey Woodhead, assistant manager of Client Services and Education, recently announced that in August 2019, the Client Services and Education Team published new video content. “CU*Answers […]

Sep 12, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 12 11:00 AM – 11:30 AM ET This Month’s Focus AuditLink’s Abnormal Activity Service Join Marvin Johnson, Assistant Manager of AuditLink, as he discusses AuditLink’s new Abnormal Activity Service.  During this session, Marvin will discuss topics including: An overview of the services AuditLink offers What AuditLink is looking for with this service and… Read more »

Aug 30, 2019

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

Aug 23, 2019