Education
OnDemand 
The CU*Answers OnDemand site is a growing library of CU*BASE training, special events, and multi-media presentations provided at no charge. Over 100 items are posted on the site, ranging from CU*BASE training to informative regulatory-compliance reviews. 

Planning Ahead  
This edition of the Education Report lists current opportunities,  but if you're looking for classes to take in the future, check out the Education Catalog.
  
Choose your classes, then remember to register
at our registration site.
 
Class Notes 
Times for all classes are in Eastern Standard Time EST.  Normal web conference fees apply unless otherwise noted.  To help defray the web conference cost of producing a web conference we pass on a fee of $20.00 per half hour per connection.
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Documentation of our products is not lacking, but how do you quickly find what you're looking for?  For tips on accessing and using recourse available to you, we recommend the series: Documentation: Tricks of the Trade.
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CU*Answers

The Education Report
March 2014
Learning Venues
 
Explore the numerous education opportunities that CU*Answers has to offer.  Helping you advance in proficiencies associated with your job and establish a pattern of learning is one of our primary goals for you as an individual and for the growth of your credit union teams.  Available to you 24/7 is our Learning on Demand Site, where you will find recordings of popular classes along with other previously recorded programs.  These programs include compliance topics including Financial Literacy for Board Members.  Visit the online campus which is available through the Network Links button in an active CU*BASE GOLD session. 
 Dashboard Dives 2014!  
   

Through a look at key CU*BASE dashboards and a discussion with CU*Answers CEO Randy Karnes and other leadership staff in the cu*asterisk.com network, you'll find out what the numbers in CU*BASE are revealing about your membership and how to use this gold mine of data to steer your credit union to success in 2014!

 

All web-conferences are free and will be held from 2-3 PM ET:

  • March 5 - Targeted Tiered Score Analysis Register
  • March 17 - Fee Income/Waiver Dashboard Register
  • March 31 - Collections Dashboard Register
  • April 10 - EFT Portfolio Dashboard Register
  • April 23 - Money Movement Analysis Register
  • April 30 - Loan Portfolio Concentration Risk Register
  • May 8 - Transaction Activity Summary Comparison Register
  • May 19 - New/Closed Accounts/Memberships Dashboard Register 

Learn more!!

 

Remember This? Usernames

 

Remind members to dress their online banking account in an extra layer of security by setting up a username with which to sign into It's Me 247 online banking (as opposed to signing in with their account number).

 

To set up a username, members will need to:

  1. Log into online banking with their account number.

  2. Click Info Center.

  3. Click Username.

  4. Type their username in the space provided.

  5. Click Change My Username.

To change their username at any time, members would simply follow these same steps.

 

Note: Credit union employees can view or delete a members username, but only members can create or change their username.

Regional Training Events 
 
Regional Training Events are gaining in popularity as a source of Education and networking.  While intended as a convenience for clients in a particular area of the country, these events are open to any CU*Answers clients. 
Training content changes each year depending on client request and current hot topics in the industry.  Release training is often popular, as software functionality related to compliance and operational effectiveness.  When developing the curriculum, we pack the agenda with content that is both relevant and valuable.
  
Look for future emails with more details coming soon!
web conference  
Web Conferences
 

Normal web conference fees apply unless specified.

Click on the image to the right to see all classes for March!

    
Education Express
  
This months class will include tips to help you build a "Culture of Continuity" at your credit union to enhance preparedness and response to potential critical business disruptions.  This complimentary, 30-minute presentation is a  "must attend" for credit union professionals responsible for the development and maintenance of their organization's disaster recovery plans. Class will be hosted by Jim Lawrence, CBCP, CU*Answers Manager of Disaster Recovery and Business Resumption Services. Class will be March 12th @ 2:00. Register today.
CU*Answers | 800-327-3478
 [email protected] 
6000 28th Street SE
Grand Rapids, MI 49546
Proud Member of the cuasterisk.com Network.