Presenting CU*BASE Custom Training Edition from Your Friends in Client Services and Education

Presenting CU*BASE Custom Training Edition from Your Friends in Client Services and Education

CU*BASE Custom Training Edition offers your team a safe environment to practice using CU*BASE tools, learn new skills and experiment with new features without any potential harm to your live member data.  Because this data is a copy of your actual files, both the product configurations and member accounts will be familiar to your staff… Read more »

Oct 16, 2020

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!

Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile.  Don’t forget: if your Education Contact needs to be updated,… Read more »

Oct 8, 2020

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 2, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join us for a review of Year-End best practices!  Monica Boguszewski, Account Executive with the Client Services and Education Team, will discuss the following items: Tool #916: Update Tax Form Handling Instructions Verifying shares & certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts Payable vendors (1099 Misc. reporting) Thursday, October 22 4:00… Read more »

Sep 29, 2020

Check Out the Sales and Marketing University Courses for October!

Check Out the Sales and Marketing 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.  During the month of October, we will be hosting a series of Sales and Marketing-focused webinars.  Take a look at these upcoming courses! Tuesday, October 13 9:30 AM – 11:00 AM ET Report Builder… Read more »

Sep 24, 2020

Check Out the ORD University Courses for October!

Check Out the ORD 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.  During the month of October, we will be hosting a set of webinars relating to the Organizational Resource Development Team.  Take a look at the courses we have coming up! Thursday, October 15 10:00… Read more »

Sep 23, 2020