Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
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 contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution. AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Join Stephanie Raven, Earnings Edge Account Executive, for this month’s Learning Café session! During this session, Stephanie will discuss how you can print different credit union checks through Xpress Teller, an alternate teller processing platform to CU*BASE and one that is designed to streamline and simplify the teller experience. To learn more about printing credit… Read more »
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 April! Tuesday, April 2 3:30 PM – 4:30 PM ET Member Connect: Building a Communication Network within CU*BASE Register for web conference… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Join Kasey Olchowski, Manager of Client Services and Education, for this month’s Learning Café session! The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data. The system creates files that can be reviewed online and will later be used for download to the examiner’s PC from a CU*BASE… Read more »
Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April. Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements. If you’d like to learn more about utilizing these resources for your credit union, please click the button below to register. Register Now
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
