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 Laura Welch at ext. 144.

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 Laura Welch-Vilker at ext. 144.

Updated
November 23, 2018

Check Out the IRSC University Courses for December!

Check Out the IRSC University Courses for December!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of December, we will be hosting a set of webinars relating to the Internet Retailer Support Center.  Take a look at the courses we have coming up! Thursday, December 6 9:00… Read more »

Nov 21, 2018

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

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

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 December! Monday, December 3 9:00 AM – 9:30 AM ET An Overview of Records and Information Management Register for web conference Register for… Read more »

Nov 21, 2018

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

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

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 November! Tuesday, November 6 10:00 AM – 10:30 AM ET Web Accessibility and You Register for web conference   Monday, November 12 1:00… Read more »

Oct 26, 2018

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, November 13 4:00 PM – 4:30 PM ET This Month’s Focus New Employee Security Enhancements to the CU*BASE Employee Security Tools Join the Client Services and Education Team as they discuss new employee security enhancements to CU*BASE employee security tools, including the following: Temporarily Lock (Suspend) Employee IDs Archive and Reusing Employee IDs Copy/Merge… Read more »

Oct 24, 2018

Join Us for CU*BASE 18.10 Release Training!

Join Us for CU*BASE 18.10 Release Training!

The 18.10 Release of CU*BASE will be arriving on October 21 for Online and Site-Four clients, and on November 5-6 for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release, on the following dates: Wednesday, October 10 2:30 PM – 4:00 PM ET Wednesday, October 17 2:30 PM –… Read more »

Oct 3, 2018

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, which highlight solutions offered by Lender*VP! Monday, October 22 9:30 AM – 11:00 AM ET Designing CU*BASE Loan Products Register for web… Read more »

Sep 20, 2018

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, which highlight solutions offered by Asterisk Intelligence and Earnings Edge!   Friday, September 14 9:00 AM – 10:00 AM ET, web conference… Read more »

Aug 23, 2018

Attention Administrators: Join Us for TLC/CU*BASE Online Campus Training!

Attention Administrators: Join Us for TLC/CU*BASE Online Campus Training!

Attention Administrators: New to using CU*BASE?  Want to learn how to manage online learning opportunities for your employees?  Join us on one of the following dates for a brief training webinar on the Online Campus, a free resource your credit union employees can access through the Links button in CU*BASE! Wednesday, August 22 12:00 PM… Read more »

Aug 21, 2018