education

THEEducation Report                               April 2011

Think Spring!
CU*Answers is located in Michigan, a region that enjoys seasonal changes four times a year.  Well, maybe 'enjoys' is a little optimisitic when describing the season of white.  We are now looking forward to the green season which we naturally associate with vitality, with growth, and with new things.  That's what has us excited this month:  New!  Software enhancements, features, and maybe even some fresh processes to increase proficiency. 

Please join us this month for our second university week and put down education roots with topics that span Marketing, Security, Lending, and Management.  Grow your knowledge of CU*BASE when your staff attends the 11.0 Release Training offered in two identical sessions this month.  If you're concerned about compliance, we're offering 3 individual classes in an afternoon series on Thursday, April 21st.

Education Express for April, our complimentary, informative spotlight for this month will profile the AnswerBook, our secure database of information built around questions and answers, incidents and solutions, requests and responses.  Invest just 20 to 30 minutes and find out why we have the AnswerBook and how we can all use it as a communication tool.  

Choose your classes, then remember to register.  Or find our registration site at: http://cuanswers.com/education 
  

Times for all classes are in Eastern Daylight Time EDT.

Normal web conference fees apply unless otherwise noted.

 

Please pass this newsletters on to others.  If you received this newsletter from someone else, you can subscribe here to get your own copy next month.

Web Conferences 

Normal Web Conference Fees Apply.

 

Thursday, April 7 - Release Training

3:00 - 4:30 pm  /  CU*BASE 11.0 Release Training

 

Monday, April 11      Marketing/Sales 

11:00 - 12:00 pm  /  4.12 Your Tool Box: Improve Member Relationships 


1:00 -  2:30 pm  /  4.21 Report Builder 2: Building Custom Reports 

 

3:00 -  4:00 pm  /  4.13 Build a Communication Network: Member Connect 

 

Tuesday, April 12     General/Marketing/Sales

                                 See Classroom Sessions in next section below.

 

Wednesday, April 13     Secure-U

10:00 - 11:00 am  / 9.15 Security Essentials  

 

11:30 - 12:30 pm  / 9.35 The Armored Network: Network Security 

 

1:30 -  2:30 pm  / 9.55 Social Engineering II: The Human Side of Security 

 

3:00 -  4:00 pm  / 9.65 Disaster Recovery and Business Continuity 

 

4:30 -  5:30 pm / 9.54 Social Engineering I: Avoiding Social Engineering Traps 

 

Thursday, April 14     Lending/Lender*VP

                                  See Classroom Sessions in next section below.

 

Thursday, April 14 - Release Trainig

3:00 - 4:30 pm  /  CU*BASE 11.0 Release Training

 

Friday, April 15      Supervisory/Management 

11:00 - 12:30 pm /2.90 CU*BASE Management Tools: Leadership Dashboards

 

  1:00 -  3:00 pm / 2.21 Managing Self-service Delivery Products

 

  3:30 -  5:00 pm / 2.25 Personal Internet Branch: PIB 

 

Thursday, April 21    Compliance Focus

1:00 -  2:00 pm / 2.63 Achieving Compliance Standards

 

2:15 - 3:15 pm / 2.64 Red Flags: CU*BASE Tools & Other Considerations

 

3:30 - 4:30 pm / 2.65 Using CU*BASE for BSA Compliance

 

 

Tuesday, April 26     Education Express (Fee Waived)

 

3:00 - 3:30 pm / Find it in the AnswerBook

Classroom Sessions 

 

Tuesday, April 12     General/Marketing/Sales

9:00 -  10:00 pm /  8.15 Using Statement Onserts Effectively

 

10:15 - 12:15 pm /  4.15 Member Service Trackers / Leads and Follow-ups 

 

1:30 -   3:30 pm / 4.80 Relationship Management: Clubs & Tiered Services  

 

3:45 -   4:45 pm /  8.10 Preparing for Month-end & Statement Processing 

 

Thursday, April 14     Lending/Lender*VP

9:00 - 10:30 am / 5.20 Organizing a Loan Department & Servicing Loans

 

10:45 - 12:15 pm /  5.10 Lending from Request to Disbursement 

 

1:30 -  2:30 pm /  5.50 Interactive Online Collections 

 

2:45 -  4:15 pm /  5.76 Managing Loan Delivery Channels

Here's Help!

 

These are especially applicable to the 11.0 Release, but there are over 140 booklets all pertaining to procedures you may need. Watch for these booklets to be posted to the CU*BASE Reference Page by April 15th.   

  • ATM Surcharge
  • Principal Distribution Certificates
  • Bump Rate Certificates
  • Brochure:  Get to the Answer! New/Closed Dashboard
  • Running FinCEN 314a Scan Against Your CU*BASE Database
  • Adjusting for 90-Day Delinquency
  • PDF Exports  (Already posted!)
As you can imagine, enhancements and new functionality in CU*BASE software leads to updated documentation.  The CU*BASE 11.0 Release is packed with new features. This link will take you directly to the page where you will find lists of booklets and links to other forms of documentation to optimize your use of our software.   http://cuanswers.com/client_reference.php
Education Services
In This Issue
Web Conferences
Classroom Sessions
Here's Help
Education Express

Education Express


Tuesday, April 26

3:00 pm - 3:30 pm ET

Fee Waived

 

Maybe you use the AnswerBook everyday. You may have even read the informative brochure.  This short training session could answer some outstanding questions. 

 

Attend with your co-workers and discover why we have the AnswerBook and how this tool contributes to getting your questions answered.

 

How can the AnswerBook improve communication and lead to timely resolution of your inquiries?  

 

Register  to attend here!

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