Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus 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: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »
Are you having difficulty finding time to plan and prepare for board elections? Do you find it difficult to drum up enthusiasm for participation? How well do your members understand the value of ownership and participation? Join Keegan Daniel for a Learning Café session on CU*BASE Ballots and Election Management. Keegan will provide insights on… Read more »
2023 Education Catalogs are Here! Get your planners ready because there’s a wealth of training opportunities coming your way in 2023! Your catalogs have been mailed and will be in your hands soon. Additionally, you can click below to download an electronic version. Download Catalog
CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions. CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… 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. During the month of December, we will be hosting a set of webinars relating to Lender*VP. Take a look at the courses we have coming up! Monday, December 12 9:30 AM – 10:30… 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! Friday, December 2 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference 3:00 PM… Read more »
Does your credit union use Payveris or iPay as your bill pay provider? We invite you to join Linda Stearns, Account Executive with SettleMINT EFT, for a discussion on the bill pay payment workflow. Linda will detail how bill pay payments go through processing, as well as how returned payments are processed. Click the button… Read more »
Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus 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: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… 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… Read more »
Do you want to update your own mobile app content, including advertisements, button links, branch information and much more? Using CU Info and Mobile Manager is easy! Updates are immediate and your members will enjoy up to date information about credit union products, promotions, and the services you offer. Join Kristian Daniel, VP of MTG,… Read more »
Take a look back at some important topics from the first half of December 2024! View Topics
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
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
Learn More
