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Upcoming Course Week Sessions

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

Select This Week Calendar A | Web Conference Week | Feb 9 - 13, 2009

Time Class
Select This Day Mon, Feb. 9, 2009 Marketing / Sales
 11:30AM - 1:00PM4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries
via web conference
 3:30PM - 5:30PM4.10 CU*BASE Marketing and Sales Tools
via web conference
Select This Day Tue, Feb. 10, 2009 Lending
 11:30AM - 12:30PM5.11 CU*BASE Mortgage Processing
via web conference
 2:00PM - 3:00PM5.12 CU*BASE Escrow Processing
via web conference
 4:00PM - 5:00PM5.15 Investor Relations
via web conference
Select This Day Wed, Feb. 11, 2009 eDOC Innovations
 12:00PM - 1:00PM7.35 Getting Started with eDocuments
via web conference
 2:00PM - 3:00PM7.36 Your e-Document Strategy
via web conference
 4:00PM - 5:00PM7.37 Administering Your In-House eDOC Server
via web conference
Select This Day Thu, Feb. 12, 2009 Teller / Member Service
 11:00AM - 12:30PM1.20 Teller Techniques and Shared Branching Options
via web conference
 1:15PM - 2:45PM1.01 Member Services - Inquiry and Phone Operator
via web conference
 3:30PM - 4:30PM1.60 Day-to-Day IRAs
via web conference
Select This Day Fri, Feb. 13, 2009 Accounting / Back Office
 12:00PM - 1:00PM3.20 Balancing Made Easy
via web conference
 2:00PM - 3:00PM3.25 SRS Bookkeeping Services - Sharing our Policies and Procedures
via web conference
 4:00PM - 5:30PM3.40 CU Financials: Configuration, Printing, and Other Options
via web conference

Select This Week Calendar B | Apr 20 - 24, 2009

Time Class
Select This Day Mon, Apr. 20, 2009 Accounting / Back Office
 11:00AM - 12:30PM3.71 Understanding CU*BASE Transactions
via web conference
 1:00PM - 2:30PM4.21 Report Builder 2: Building Custom Queries
via web conference
 2:45PM - 4:45PM4.80 Relationship Management: Clubs and Tiered Service Programs
via web conference
Select This Day Tue, Apr. 21, 2009 General
 9:00AM - 10:00AM8.00 AnswerBook: Finding Answers to Your Questions and Tracking How Your Staff Uses CU*Answers Client Support
 10:15AM - 11:15AM8.10 Preparing for Month-End & Statement Processing
 11:30AM - 12:30PM5.79 Lender RE: Real Estate Solutions
 2:00PM - 3:00PM5.80 Participation Lending Strategies
Select This Day Wed, Apr. 22, 2009 Marketing / Sales
 9:00AM - 12:00PM4.30 Success Through Marketing Basics...Be a Hero!
 1:15PM - 4:15PM4.25 Partners In Practice: How To Do The Work (Marketing Workshop)
Select This Day Thu, Apr. 23, 2009 Lending
 9:00AM - 10:30AM5.20 Organizing a Loan Department and Servicing Loans on CU*BASE
 10:45AM - 12:15PM5.10 Lending From Request to Disbursement: Understanding the Application Process
 1:30PM - 2:30PM5.50 Interactive Online Collections
 2:45PM - 4:15PM5.76 Managing Loan Delivery Channels
Select This Day Fri, Apr. 24, 2009 Supervisory / Management
 11:00AM - 12:30PM2.60 CU*BASE Management Tools: A Window to Day-to-Day CU Activity
via web conference
 1:00PM - 3:00PM2.21 Managing Self-Service Delivery Products (Audio & Online Banking)
via web conference
 3:30PM - 5:00PM2.25 Personal Internet Branch (PIB): Layered Security Controls and Member Personalization for Online Banking
via web conference

Select This Week Calendar C | May 18 - 22, 2009

Time Class
Select This Day Mon, May. 18, 2009 Lending
 11:00AM - 12:30PM5.00 Designing CU*BASE Loan Products
via web conference
 1:30PM - 2:30PM5.30 Open End and Line of Credit Lending
via web conference
 3:00PM - 4:00PM5.70 Centralized Underwriting: Inquiry for Loans in Process
via web conference
 4:30PM - 5:30PM5.40 Managing Bankruptcy
via web conference
Select This Day Tue, May. 19, 2009 eDOC Innovations
 9:00AM - 10:00AM7.35 Getting Started with eDocuments
 10:15AM - 11:15AM7.15 CU*BASE Hardware & Systems
 11:30AM - 12:30PM7.20 CU*BASE GOLD Updates & Support
 1:45PM - 2:45PM7.25 Configuring CU*BASE Software
 3:00PM - 4:00PM7.50 iSeries File Transfers: Moving Data from CU*BASE to Your PC
Select This Day Wed, May. 20, 2009 General
 9:00AM - 10:00AM8.55 CU*EasyPay! Bill Payment: Product Overview and Daily Management
 10:15AM - 11:45AM1.20 Teller Techniques and Shared Branching Options
 1:00PM - 2:30PM1.01 Member Services - Inquiry and Phone Operator
 2:45PM - 3:45PM1.40 Day-to-Day Certificates
 4:00PM - 5:00PM1.30 Head Teller Vault/Change Fund Management
Select This Day Thu, May. 21, 2009 Accounting / Back Office
 8:00AM - 10:00AM3.15 Advanced General Ledger
 10:15AM - 11:45AM3.40 CU Financials: Configuration, Printing, and Other Options
 1:00PM - 2:30PM3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses, and Accrued Expenses
 2:45PM - 4:15PM3.51 GL Subsidiary Products: Working With Investments
Select This Day Fri, May. 22, 2009 SECURE-U
 10:00AM - 11:00AM9.15 (SECURE U) Security Essentials
 11:15AM - 12:15PM9.35 (SECURE U) The Armored Network: Network Security at CU*Answers
 1:30PM - 2:30PM9.55 (SECURE U) The Human Side of Security
 2:45PM - 3:45PM9.65 (SECURE U) Disaster Recovery and Business Continuity

Select This Week Calendar D | Oct 19 - 23, 2009

Time Class
Select This Day Mon, Oct. 19, 2009 Teller / Member Service
 10:00AM - 11:00AM1.30 Head Teller Vault/Change Fund Management
via web conference
 12:00PM - 1:00PM1.40 Day-to-Day Certificates
via web conference
 2:00PM - 3:30PM4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries
via web conference
 4:15PM - 5:15PM7.50 iSeries File Transfers: Moving Data from CU*BASE to Your PC
via web conference
Select This Day Tue, Oct. 20, 2009 Accounting / Back Office
 9:00AM - 10:30AM3.71 Understanding CU*BASE Transactions
 10:45AM - 12:45PM4.21 Report Builder 2: Building Custom Queries
 2:00PM - 4:00PM4.80 Relationship Management: Clubs and Tiered Service Programs
Select This Day Wed, Oct. 21, 2009 Accounting / Back Office
 9:00AM - 10:30AM3.50 GL Subsidiary Products: Fixed Assets, Prepaid Expenses, and Accrued Expenses
 10:45AM - 12:15PM3.51 GL Subsidiary Products: Working With Investments
 1:30PM - 3:00PM3.62 Member Payroll and ACH Products
 3:15PM - 5:15PM4.20 Report Builder 1: Working With Computer-Stored Data for Reports and Inquiries
Select This Day Thu, Oct. 22, 2009 Lending
 9:00AM - 10:00AM5.11 CU*BASE Mortgage Processing
 10:15AM - 11:45AM5.12 CU*BASE Escrow Processing
 11:30AM - 1:00PM5.75 Implementing the 247 Lender Decision Model
 1:45PM - 3:15PM5.76 Managing Loan Delivery Channels
 3:30PM - 4:30PM2.61 CU*BASE and Key Regulations (Reg. D, Dormancy and Reg. E)
 4:45PM - 5:45PM2.62 Managing Compliance: Preparing for Audits and Examinations
Select This Day Fri, Oct. 23, 2009 Supervisory / Management
 9:00AM - 10:00AM2.30 Rate Maintenance & CU*BASE Tools for Pricing Products
 10:15AM - 11:15AM2.40 Variable Rate Products and CU*BASE Tools
 12:30PM - 2:00PM2.80 Member Fees and Bundled Services
 2:15PM - 3:45PM2.95 CU Budget and Strategic Planning Tools

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