CU*Answers Education Catalog a Treasure Trove

CU*Answers recently released its 2016 Education Catalog, which features 112 courses and 21 special training events. Every offering is provided free to credit unions as a part of their CU*Answers CUSO partnership. The 2016 catalog features a wide variety of in-person, online and video training opportunities.

In-Person Training

Intended for those who prefer a face-to-face learning environment, CU*Answers University offers in-person training that covers a variety of topics related to the CU*BASE® processing system.

Classroom Training – Classroom training sessions, which are held at the CU*Answers University main training site in Grand Rapids, Michigan, not only educate clients on the CU*BASE software, but also give clients an opportunity to discuss best practices with their peers.

CU*BASE Custom Certified Trainer Program – As part of this train-the-trainer program, CU*Answers Conversions staff credit union trainers with the skills and knowledge needed to train their team members on CU*BASE. Comprised of seven CU*BASE courses, this training program is customized based on the size of the participating credit union.

Individualized On-Site Training – There are times when clients need training tailored to meet their credit union’s unique needs, policies, and processes. When this is true, CU*Answers encourage on-site training based on a timeframe that best fits the client’s schedule. The actual instructor time in class is provided for free to the credit union.

Workshops – Hands-on workshops turn theory into practice. Workshops are the perfect option for credit unions that would like assistance setting up the necessary configurations in CU*BASE to start using a new tool or feature.

 

Booklets and Documentation

AnswerBook – This online database includes thousands of questions and answers about CU*BASE and is a very popular resource among clients seeking to learn more about CU*BASE. Each time the CU*Answers Client Services and Education team is contacted with a client question about CU*BASE, the question and answer is documented in AnswerBook.

Building The Factory Instructional Manuals – This series of “do it yourself” instructional guides shows clients how to harness the power of the CU*BASE toolset to conduct marketing campaigns that will help their credit union increase product sales. With step-by-step instructions that take clients from launching a campaign to analyzing the results, these guides make it easy to unlock the revenue-generating opportunities within CU*BASE.

CU*BASE Reference Materials – Includes booklets on various CU*BASE-related topics and is an excellent resource for staff who are looking to become more familiar with a particular CU*BASE feature or tool.

It’s Me 247 Reference Resources – Includes reference materials related to It’s Me 247 online, mobile, and text banking. The site also includes documentation on related products such as MoneyDesktop, CU Mobile Apps online banking app, and the various online bill pay options that CU*Answers offers.

Special Interest Publications – These online publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help them make the most of their relationship with CU*Answers.

Understanding Your CU*BASE Invoice – This site, designed for credit union accountants and CEOs, explains the CU*Answers monthly invoice and how clients can correlate CU*Answers pricing and monthly invoices with the way their credit union earns. The site includes a sample invoice, information on billing codes, and a sample credit union five-year pricing overview.