Education

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.

Here's Help!

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.

Stay Connected

The Education Report

June 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.

Is your Query Library ready for FEP?

With the File Expansion Project (FEP) that's coming to all CUs this summer and fall, we will be covering how FEP will affect your existing Queries. We will review what you need to do to prepare for the coming File Expansion, look at the changes to how dates will work with the new files, and discuss potential modifications that may need to be made.

Please join us for the 2014 annual Leadership Conference!

As always, this event gives leaders from all CU*BASE credit unions a chance to meet their peers and hear about what's on the horizon for the coming year. Don't miss this chance to have fun and networkwith your peers!

Like last year, all events will take place at the world-class JW Marriott hotel in downtown Grand Rapids:

Xtend Stockholders Meeting: June 17
Cocktail Reception: June 17
Leadership Conference: June 18
CU*Answers Stockholders Meeting: June 18

We'll top it all off with a fun-filled golf outingat the Saskatoon Golf Club on June 19.

You must register online for each event no later than Friday, June 6.

Visit the 2014 Leadership Conferencesite for event and accommodation/transportation details.

FEP Beta-Test & Rollout Schedule

Open the FEP Timeline Summary for a list eligibility rules for participating in the FEP beta, an overview of the rollout schedule, and a summary of CollabRebate incentives being offered for beta-test participants.

Rollout to all CUs begins in July and we'll be implementing a batch every month through October.

Open the FEP Rollout Schedule worksheet!

Web Conferences

Join us here at CU*Answers via Web Conference, normal web conference fees apply, check out all of our exciting training opportunities!

Education Express

Xtend demonstrates the tracker system in CU*BASE as a tool to enhance the communication between departments. Learn how to record member conversations within their account and schedule follow-ups to never miss a sales lead again! Class will be June 19, 2014 at 2:00 P.M.

CU*Answers | 800-327-3478
[email protected]
6000 28th Street SE
Grand Rapids, MI 49546