Wednesday, November 23
3:00 PM – 3:30 PM ET
Year-End Best Practices
Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including:
Don’t miss this FREE webinar!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of December, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Monday, December 16 9:30 AM – 11:00… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in December! Tuesday, December 3 3:00 PM – 4:30 PM ET Planning for Year-End and Using the YE Processing Guide Register for web… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available… Read more »
Thursday, November 14th 2:30 PM – 3:00 PM ET This Month’s Focus Year-End Tasks for November During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for… Read more »
CU*BASE security is designed to protect both your credit union and your employees. Limiting an employee’s access to certain areas helps to curtail errors, and credit union leaders can be reassured that their employees are above suspicion. Join us for a review of CU*BASE employee security, as we take a look at available options. This session… Read more »
Join the Client Services and Education Team as we explore a day in the life of a 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… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in November! Monday, November 4 3:30 PM – 4:30 PM ET Getting Started with Unique Data Management (UDM) Register for web conference … Read more »
Friday, October 25th 2:30 PM – 3:00 PM ET This Month’s Focus Getting Ready for Year-End It’s almost time to gear up for Year-End Verification! Do you know what needs to be done for your credit union? During this month’s Education Express session, we’ll talk about the steps that need to be completed before the year ends…. Read more »
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
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A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
Take a look back at some important topics from the first half of November 2024! View Topics
