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 Zone. 
  Stay Connected
The Education Report
November 2018
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 as well as Financial Literacy for Board Members. We also invite you to visit the online campus.This is available through the Network Links button in an active CU*BASE GOLD session.
Education Express

New Employee Security Enhancements to the CU*Base Employee Security Tools.
  • Temporarily Lock (Suspend) Employee IDs
  • Archive and Reusing Employee IDs
  • Copy / Merge vs Copy / Replace
  • Summary Analysis for Employee Data
  • Usage Statistics for Tools

Join Jason Reed and Stephanie Raven by clicking the link below to register :
Learning Café                      

Pull up a seat and join Pete Winninger for November's Learning Café.
Emily will be discussing "Vantage Scores" The display of the scores to members within ItsMe247 and to manage configurations in CU*Base.
Click on the Link below to sign up for November's Learning Café.
Join us for 5300 Tools: Call Report Techniques from Xtend SRS
This course shares proven methods that Xtend SRS uses when they complete 5300 Call Reports for their clients. Hear tips from experts on restructuring your configurations, developing new report formats, and making decisions that could make your prep for the 5300 easier and more efficient. 

November 15 2:30 - 4:00 PM EST

Advanced General Ledger 
Are you ready for the next level of understanding the CU*BASE general ledger tools?  Do you know how to use all of the reports that are generated on a daily basis?  Need some tips on finding and solving tough balancing challenges?

Balancing Made Easy
This class reviews the contents
in the Balancing Made Easy book.

SRS Bookkeeping Services - Sharing Our Policies and Procedures
This class reviews the contents of the SRS Bookkeeping Services Policy and Procedures for performing the Draft and ACH exception processing.  It also goes through the step by step flow of the run sheets used to complete a days work following the recommended guidelines in the Balancing Made Easy book.
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Grand Rapids, MI 49546