call report Archives

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

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

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

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5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CBX, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q126 Call Report any time after April 1, but be sure… Read more »

Mar 25, 2026

Review Your 5300 Call Report: Is CU*Answers Listed as Your Core Provider?

Does your 5300 Call Report currently list CU*Answers as your core provider? If your credit union recently joined the network, or if you have not recently reviewed this setting, this may still display as ‘UNKNOWN’ or it may reflect a former core. We encourage your credit union to review your 5300 Call Report and update as… Read more »

Mar 17, 2026

5300 Call Report: 4th Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q425 Call Report any time after January 1, but be sure to wait… Read more »

Dec 24, 2025

5300 Call Report: 1st Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q125 Call Report any time after April 1, but be… Read more »

Mar 25, 2025