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

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, April 9 2:30 PM – 3:00 PM ET This Month’s Focus CU*BASE User IDs Join Stephanie Raven of the Client Services and Education Team, as she takes a look at CU*BASE User IDs.  During this webinar, Stephanie will discuss the following: Tool number to reset Password requirements Security officer role for resetting passwords Don’t… Read more »

Mar 22, 2018

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Coming next week, February 5-9 Don’t forget to register for our most timely and relevant courses condensed into one week!  Each of these courses is a web conference, and attendance is FREE! Courses will include presentations from: Human Resources/ORD SettleMINT EFT Internet Retailer Support Center (IRSC) Client Services and Education… Read more »

Feb 1, 2018

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, January 9 2:30 PM – 3:00 PM ET This Month’s Focus Member Statements Join Stephanie Raven and Tim Droese of the Client Services and Education Team, for an Education Express session on making a splash with Member Statements!  During this month’s session, Stephanie and Tim will discuss the following: Timing and Scheduling Selecting Onserts… Read more »

Dec 21, 2017

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

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

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 January! Thursday, January 4 11:00 AM – 12:00 PM ET, web conference CU*BASE Employee Security   Monday, January 8 3:00 PM – 4:00… Read more »

Dec 20, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, December 13 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Security Procedures Join Charlie Dean of the Client Services and Education Team, for an Education Express session on CU*BASE Security Procedures, specifically regarding what to do when an employee leaves your credit union.  Charlie will discuss the following topics: Deleting a User… Read more »

Nov 30, 2017

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! Friday, November 3 11:00 AM – 12:00 PM ET, web conference Managing Delivery Channels   Monday, November 6 2:30 PM – 4:00… Read more »

Oct 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered

Oct 11, 2017

2 CU*Answers University Courses Now Being Offered as Webinars

2 CU*Answers University Courses Now Being Offered as Webinars

The following CU*Answers University courses were originally announced as in-person events to be hosted at our Grand Rapids headquarters, but will instead be held as webinars. Thursday, October 12 2:00 PM – 3:00 PM ET Using CU*BASE Loan Forms with Imaging Solutions   Wednesday, October 25 9:30 AM – 11:00 AM ET Designing CU*BASE Loan… Read more »

Oct 5, 2017