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Education News

Two for Tuesday 

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 

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 

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! 

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! 

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

Custom Services New Name 

Custom Services New Name

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Ready, Set, Go! Getting Started on Your 2026 Education Goals – Updated Training Modules

Ready, Set, Go!  Getting Started on Your 2026 Education Goals – Updated Training Modules

Are you looking to get a headstart on 2026 education opportunities at your credit union? Training modules have been updated, giving your staff opportunity to build their confidence when navigating CBX. Updated courses include: CTM 100 – Welcome to CBX CTM 101 – Navigating with CBX CTM 102 – Rate Inquiry, Loan Quoter, and the Time-Out Window… Read more »

Client NewsCU*AnswersEducation
Dec 30, 2025

Ready, Set, Go! Getting Started on Your 2026 Education Goals

Ready, Set, Go!  Getting Started on Your 2026 Education Goals

Are you looking to get a headstart on 2026 education opportunities at your credit union? Good news: both the Bedrock Community Credit Union and Custom Training Edition (CTE) training environments are compatible with the CBX interface! Credit unions no longer need the CU*BASE GOLD application to coordinate training efforts within branches. Setup is easy, as… Read more »

Client NewsCU*AnswersEducation
Dec 23, 2025

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming January 26 – 29! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, January 26 9:30 AM – 11:00 AM ET Member Services: Inquiry and Phone Operator Register for web conference   1:30 PM – 2:30 PM ET… Read more »

Client NewsCU*AnswersCU*Answers UniversityEducation
Dec 17, 2025

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 that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in January!   Monday, January 5 Custom Training Edition (CTE) Demo 3:30 PM – 4:15 PM ET Register for Web Conference   Tuesday, January 6 Introduction to… Read more »

Client NewsCU*AnswersCU*Answers UniversityEducation
Dec 17, 2025

Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

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 »

Client NewsClient ServicesCU*AnswersEducation
Dec 15, 2025

Join Us for a Dive into Administrator Features Available in TLC!

Join Us for a Dive into Administrator Features Available in TLC!

If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »

Client NewsCU*AnswersEducation
Dec 11, 2025

Now Available: the 2026 Education Catalog! Check Out What’s Coming in the Year Ahead

Now Available: the 2026 Education Catalog! Check Out What’s Coming in the Year Ahead

A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2026 Education Catalog, filled with not only online learning opportunities, but also innumerable resources made available for a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a look… Read more »

Client NewsCU*AnswersEducation
Dec 9, 2025

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning… Read more »

Client NewsCU*AnswersEducation
Dec 8, 2025

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning… Read more »

Client NewsCU*AnswersEducation
Dec 8, 2025

Check Out the Lender*VP University Courses for December!

Check Out the Lender*VP University Courses for December!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. During the month of December, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up!   Monday, December 15 10:00 AM – 11:00 AM ET Designing… Read more »

Client NewsCU*AnswersEducation
Nov 19, 2025
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2026 Education Spotlight – It’s Me 247 Online Banking

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now

1Click Autopilot

1Click Autopilot

Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
Learn More

In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the first half of September 2026! View Topics

Shop Now at the CU*Answers Online Store.

CBX Updates

The next CBX updates are currently scheduled for:

Online/Partner CUs
26.10  Oct. 25, 2026 (Sunday)
Self Processing CUs
26.10  

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Popular Client News

  • Join Network Services for our October Boot Camp!
  • New Compliance Deadline and Details for The Clearing House RTP Operating Rule
  • Join Us for a FREE Education Express Webinar!
  • Here Comes the Next Collections Roundtable!
  • Take a Look at the CU*Answers University Courses for September!
  • CU*Forms Update Coming 9/2 – Faster FormFLOW Screens and Clearer On-Screen Instructions
  • Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
  • Join Us for CEO Strategies 2026!
  • 2026 Education Spotlight – Standard Teller Techniques
Join Us for a Free Custom Training Edition Demo!

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

Standard Teller Techniques

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

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 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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