The Education Report

Happy 50th Anniversary CU*Answers!

Education Report May 2020

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Upcoming Events

New Teller/Member Service Course!!

Join the Client Services and Education Team as we explore a day in the life of a Teller/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 and account history. Also on the agenda will be the process of opening and closing a teller drawer, performing research for teller offages, as well as best practices for posting transactions and opening new memberships and accounts.

May.21

2:30PM ET

Education Express

It'sMe247 Review

Come get a refresher for It’sMe24/7 Online Banking at our Education Express! We’ll show you how to access our demonstration accounts and view all that you could offer your members. We’ll also show you where to find your reference documentation.

Join Monica Boguszewski to learn more!

Registration

May.28

3:30PM ET

Learning Café

Misc Configuration Review

Encourage your Management Team to join Client Services and Education for a Miscellaneous Configuration Review in CU*BASE. This session is intended to dust off some of the CU*BASE Tools that aren’t as frequently reviewed such as Tool #233 Configure Credit Union FROM Address, Tool #517 Member/Employee (Insider) Types Configuration or Tool #534 Misc. Posting Codes Configuration. The Credit Union can follow along in CU*BASE to learn how the system can make your everyday life a little easier.

Join Kasey Hawkins to learn more!

Registration

Celebrating 50 Years!

In 2020, CU*Answers is celebrating its 50 ^th year in business. We’re excited to hear from our past and present clients, partners, peers, and employees. Together, we want to share the many stories from CU*Answers’ legacy and celebrate the successes, growth, trials, laughter, and accomplishments of the organization since 1970. We would love to hear your stories and see your photos and videos. Please join us in sharing your favorite memories with CU*Answers and our entire network in 2020!

Share a Memory

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.

Have you checked out the Client Services and Education Store? There are a variety of products including Educational Resources like our CU*BASE Custom Training Edition (CTE) and our Exercises for Success Training Manuals.

Visit the Store

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