education

THEEducation Report              December 2011

December . . . the holidays which we seem to celebrate all month long. We look back on past accomplishments and look ahead to goals we plan to achieve. Finding its way to the top of the list is often education.  Whether you're seeking broader perspectives, enhanced productivity, or deeper knowledge CU*Answers has a class for that. We've scheduled over 150 web conferences and classroom sessions to help you meet your learning objectives in 2012. 
 
This edition of the Education Report lists the opportunities for December, but we're on the threshhold to 2012 and you may have goals already set and are planning for the year ahead. Take a look at the Education Catalog for 2012Choose your classes, then remember to register at our registration site.   http://cuanswers.com/education 

 

Attention! Year-end is in sight
We have classes to walk you through proper procedures for closing out the financials for your credit union.  Please forward this information to anyone who is responsible for year-end tasks.  We offer a class for Online Credit Unions and a separate class for our Self-processor Credit Unions.  Each class is offered twice in December. See the Web Conferences section of this newletter for dates and times.
  
Education Express our complimentary, informative spotlight for this month will be hosted by Audit Link.  Register to attend this  edition of the Education Express Wednesday, December 20, starting at 3:00 pm ET when Jim Vilker, NCCO, VP Professional Services and Joe Spenski, Audit Link Associate, discuss the importance of verifying configurations to assure they align with  policies. Using Reg E as the model he will walk you through the methods of auditing your configurations to assure they comply with the changes implemented last year.  
The Network Compliance Teacher 

Finally! A guide to compliance that everyone can understand. It's written by a group of compliance professionals who understand the importance of communicating topics related to regulatory changes and the impacts on your business. These individuals continually draw knowledge from their education, experiences, and through their expertise in using CU*BASE. Planned as a quarterly publication, this collaborative magazine will be posted on the Audit Link website at http://auditlink.cuanswers.com. Back issues will be available even when the current issue has been published.

 

The Network Compliance Teacher will improve and be a better resource with each publication if you get involved.  Do you have a perplexing topic you'd like the writers to discuss?  Would you like to contribute an article yourself?  Don't wait to see if someone else requests a topic.  The best suggest!  Please contact Audit Link with your suggestions at auditlink.cuanswers.com.

Web Conferences 

Normal Web Conference Fees Apply

  

Monday, December 5

  

2:00 - 3:00 pm

XT.50.E  Xtend: Driving Revenue! Introducing
the 2012 Free Calls Program (fee waived
 

 

Tuesday, December  6

  

  11:00 - 12:00 pm

8.50 Online CUs: Planning for Year-End and
Using the YE Processing Guide
 

 

1:30 - 3:00 pm
8.51 Self Processing CUs: Planning for Year-End and
Using the YE Processing Guide

 

 

 

Wednesday, December 7

  

 1:00 - 2:00 pm

  SE.51.A  Quarterly Collections: Round Table Overview 

 

  

 Friday, December  9

 

 11:00 - 12:00 pm

  8.50 Online CUs: Planning for Year-End and 
Using the YE Processing Guide

 

 

  1:30 - 3:00 pm

 8.51 Self Processing CUs: Planning for Year-End and
Using the YE Processing Guide

 

   

Tuesday, December 13 

 

1:00 - 2:30 pm

 RE.1  CU*BASE Release Training (11.4 & 11.5)

 

   

Tuesday, December 20

 

 3:00 - 3:30 pm

EX.2011  Education Express (fee waived)

Inviting all CEOs
If you're still looking for a communication medium that allows you to exchange information securely among your peers, look no further than the blogsite built for you.  Accessible only from  PCs connected to the cuasterisk network, this resource is a direct link to other CEOs who have registered and are already using this tool.  http://ofcourse.cuanswers.com

Join us for a complimentary web conference training session on December 8th from 3:00 - 4:00 pm.  Here's what you need to do to get in on this beneficial event. Simply send an email to education@cuanswers.com with your Name, eMail Address, and Phone Number.  In return you will receive a confirmation eMail with the login credentials to access the web conference.
 
Hurry! The doors to this avenue of sharing information are open.  Learn how to share ideas and discuss relevant topics at this new site. ofcourse.cuanswers.com If you're a CEO you can register at anytime, before or after the class on December 8th.

Here's Help!

This year has introduced a gold mine of ways to find help for CU*BASE software.  From the traditional detailed Online Help to the incremental steps documented through Show Me The Steps, there is a method to fit your learning style. Mid-year we introduced two workbooks, Exercises for Success, as a supplement to hands-on learners. Recently, the first of a new series titled Documentation: Tricks of the Trade was published as a valuable reference tool.  The first edition was introduced last month, and the second edition has already been written, each of them having a unique focus.  Find this series posted on our CU*Answers website at  http://cuanswers.com > I am a Client > Docs & Information > CU*BASE Reference > under the letter D 

      

Refresh your memory: CU*BASE Documentation 

Remember where to find CU*BASE Reference Materials?  http://cuanswers.com/client_reference.php 

Release documentation is always available our cuanswers.com website.  Catch up here

Education Services
In This Issue
The Network Compliance Teacher
Web Conferences
Inviting all CEOs
Here's Help
Education Express
Class Notes

Education Express


Tuesday, December 20 

3:00 pm - 3:30 pm ET

Fee Waived

 

 

Audit Link

How to audit configurations

  Review Reg E Config

Verify compliance

Next Steps

 

Register to attend here !

 

Get your own copy of this newsletter!

Join Our Mailing List

Class Notes

  

Register for all classes at our registration site.  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 newsletter on to others.  If you received this newsletter from someone else, you can subscribe here to get your own copy next month.

CU*Answers Education Services

education@cuanswers.com

800-327-3478