Upcoming Course Week Sessions

Evening and Saturday workshops are also available upon request. All times are Eastern Time (ET).

Calendar A | Web Conference Week | Jan 25 - 29, 2010

Time		Class
Mon, Jan. 25, 2010		Marketing / Sales
	11:30AM - 1:00PM	4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries via web conference
	3:30PM - 5:30PM	4.10 CUBASE Marketing and Sales Tools via web conference*
Tue, Jan. 26, 2010		Lending
	11:30AM - 12:30PM	5.11 CUBASE Mortgage Processing via web conference*
	2:00PM - 3:00PM	5.12 CUBASE Escrow Processing via web conference*
	4:00PM - 5:00PM	5.30 Open End and Line of Credit Lending via web conference
Wed, Jan. 27, 2010		e-Documents
	12:00PM - 1:00PM	7.36 Your e-Document Strategy via web conference
	2:00PM - 3:00PM	7.37 Administering Your In-House eDOC Server via web conference
	4:00PM - 5:00PM	7.38 Using CUSpy Loan Forms with CUBASE
Thu, Jan. 28, 2010		Teller / Member Service
	11:00AM - 12:30PM	1.20 Teller Techniques and Shared Branching Options via web conference
	1:15PM - 2:45PM	1.01 Member Services: Inquiry and Phone Operator via web conference
	3:30PM - 4:30PM	1.60 Day-To-Day IRAs via web conference
Fri, Jan. 29, 2010		Supervisory / Management
	12:00PM - 1:00PM	2.70 Completing Your Call Report in CUBASE via web conference*
	2:00PM - 3:00PM	3.25 SRS Bookkeeping Services - Sharing our Policies and Procedures via web conference
	4:00PM - 5:30PM	3.40 CU Financials: Configuration, Printing, and Other Options via web conference

Calendar B | March 22 - 26, 2010

Time		Class
Mon, Mar. 22, 2010		Accounting / Back Office
	11:00AM - 12:00PM	3.71 Understanding CU*BASE Transactions
	1:00PM - 2:30PM	4.21 Report Builder 2: Building Custom Queries via web conference
	2:45PM - 4:45PM	4.80 Relationship Management: Clubs and Tiered Service Programs via web conference
Tue, Mar. 23, 2010		General
	9:00AM - 10:00AM	8.00 AnswerBook: Finding Answers to Your Questions and Tracking How Your Staff Uses CU*Answers Client Support
	10:15AM - 11:15AM	8.10 Preparing for Month-End & Statement Processing
	11:30AM - 12:30PM	5.79 Lender RE: Real Estate Solutions
	2:00PM - 3:00PM	5.80 Participation Lending Strategies
	3:15PM - 4:15PM	8.05 TalentSource Portal: Introduction
Wed, Mar. 24, 2010		Accounting / Back Office
	8:00AM - 10:00AM	3.15 Advanced General Ledger
	10:15AM - 11:45AM	3.40 CU Financials: Configuration, Printing, and Other Options
	1:00PM - 2:30PM	3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses, and Accrued Expenses
	2:45PM - 4:15PM	3.51 GL Subsidiary Products: Working With Investments
Thu, Mar. 25, 2010		Lending
	9:00AM - 10:30AM	5.20 Organizing a Loan Department and Servicing Loans on CU*BASE
	10:45AM - 12:15PM	5.10 Lending From Request to Disbursement: Understanding the Application Process
	1:30PM - 2:30PM	5.50 Interactive Online Collections
	2:00PM - 3:00PM	CheckFree CheckFree Partner Care via web conference
	2:45PM - 4:15PM	5.76 Managing Loan Delivery Channels
Fri, Mar. 26, 2010		Supervisory / Management
	11:00AM - 12:30PM	2.60 CUBASE Management Tools: A Window to Day-to-Day CU Activity via web conference*
	1:00PM - 3:00PM	2.21 Managing Self-Service Delivery Products (Audio & Online Banking) via web conference
	3:30PM - 5:00PM	2.25 Personal Internet Branch (PIB): Layered Security Controls and Member Personalization for Online Banking via web conference

Calendar C | April 19 - 23, 2010

Time		Class
Mon, Apr. 19, 2010		Supervisory / Management
	11:00AM - 12:00PM	2.63 Achieving Compliance Standards through Best Practices via web conference
	1:00PM - 2:00PM	2.64 Red Flags: CUBASE Tools & Other Considerations via web conference*
	2:15PM - 3:15PM	2.65 Using CUBASE tools for Bank Secrect Act (BSA) Compliance via web conference*
	3:30PM - 4:30PM	2.70 Completing Your Call Report in CUBASE via web conference*
Tue, Apr. 20, 2010		Lending
	9:00AM - 10:30AM	5.00 Designing CU*BASE Loan Products
	10:15AM - 11:15AM	5.30 Open End and Line of Credit Lending
	11:30AM - 12:30PM	5.70 Centralized Underwriting: Inquiry for Loans in Process
	1:45PM - 2:45PM	5.40 Managing Bankruptcy
	3:00PM - 4:00PM	5.81 Prime Alliance: Introduction to the Web Based Mortgage Lending Platform
Wed, Apr. 21, 2010		General
	9:00AM - 10:00AM	8.55 CU*EasyPay! Bill Payment: Product Overview and Daily Management
	10:15AM - 11:45AM	1.20 Teller Techniques and Shared Branching Options
	1:00PM - 2:30PM	1.01 Member Services: Inquiry and Phone Operator
	2:45PM - 3:45PM	1.40 Day-to-Day Certificates
	4:00PM - 5:00PM	1.30 Head Teller Vault/Change Fund Management
Thu, Apr. 22, 2010		Marketing / Sales
	9:00AM - 12:00PM	4.30 Success Through Marketing Basics...Be a Hero!
	1:15PM - 4:15PM	4.25 Partners In Practice: How To Do The Work (Marketing Workshop)
Fri, Apr. 23, 2010		SECURE-U
	10:00AM - 11:00AM	9.15 (SECURE U) Security Essentials
	11:15AM - 12:15PM	9.35 (SECURE U) The Armored Network: Network Security at CU*Answers
	1:30PM - 2:30PM	9.55 (SECURE U) The Human Side of Security
	2:45PM - 3:45PM	9.65 (SECURE U) Disaster Recovery and Business Continuity

Calendar D | Oct 18 - 22, 2010

Time		Class
Mon, Oct. 18, 2010		Teller / Member Service
	10:00AM - 11:00AM	1.30 Head Teller Vault/Change Fund Management via web conference
	12:00PM - 1:00PM	1.40 Day-to-Day Certificates via web conference
	2:00PM - 3:30PM	4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries via web conference
	4:15PM - 5:15PM	7.50 iSeries File Transfers: Moving Data from CUBASE to Your PC via web conference*
Tue, Oct. 19, 2010		Accounting / Back Office
	9:00AM - 10:30AM	3.71 Understanding CU*BASE Transactions
	10:45AM - 12:45PM	4.21 Report Builder 2: Building Custom Queries
	2:00PM - 4:00PM	4.80 Relationship Management: Clubs and Tiered Service Programs
Wed, Oct. 20, 2010		Accounting / Back Office
	11:00AM - 12:30PM	3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses, and Accrued Expenses via web conference
	1:30PM - 3:00PM	3.62 Member Payroll and ACH Products via web conference
	3:15PM - 4:45PM	4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries via web conference
Thu, Oct. 21, 2010		Lending
	9:00AM - 10:00AM	5.11 CU*BASE Mortgage Processing
	10:15AM - 11:15AM	5.12 CU*BASE Escrow Processing
	11:30AM - 12:30PM	5.75 Implementing the 247 Lender Decision Model
	1:45PM - 3:15PM	5.76 Managing Loan Delivery Channels
	3:30PM - 4:30PM	2.61 CU*BASE and Key Regulations (Reg. D, Dormancy and Reg. E)
	4:45PM - 5:45PM	2.62 Managing Compliance: Preparing for Audits and Examinations
Fri, Oct. 22, 2010		e-Documents
	9:00AM - 10:00AM	7.36 Your e-Document Strategy
	10:15AM - 11:15AM	7.37 Administering Your In-House eDOC Server
	12:30PM - 1:30PM	7.38 Using CUSpy Loan Forms with CUBASE
	1:45PM - 2:45PM	8.05 TalentSource Portal: Introduction

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