Register for Courses

Education courses are offered through CU*South, CU*Answers and CU*NorthWest. CU*South clients may take any classes, but price may vary between methods. If you have any questions, please contact Starla Honea.

To register for classes through CU*Answers, click here.

To register for regional training events, workshops, classes offered “By request only,” or any other special training, contact Laura Welch-Vilker directly via email.

Registrations for classroom sessions must be made by the Wednesday before the class start date if attending at CU*Answers. For CU*South classroom session registration, contact Starla Honea.

Class Times
Most sessions are held throughout the day from 9:00 a.m. until 5:00 p.m. The average length of most sessions is 1½ hours. See the Calendars for exact times. We will be starting sessions at their scheduled time, although you are always welcome to join a session already in progress.

Workshops are scheduled independently.

Web Conference Attendance

Many group training sessions as well as individual training sessions will be offered via Web Conference this year.

    Registration is required in advance for ALL web conference sessions

. Register for CU*Answers Web Conference sessions online on the Web Conferences Page.

Register for Web Conference sessions through CU*South here.

Calendars

Following is an overview of scheduled CU*BASE training by the network and other special events for 2011. Calendars and specifics details can be found on the referenced pages of the 2011 CU*South Education Guide.

Web Conference Training

Web conferences are offered throughout the year for various training events, such as software release training. These web sessions give our out-of-town clients an opportunity to train more staff with a significant cost savings over long-distance travel.

If your credit union has a training room with a projector, you can register for a single PC and then display to a group. You will need a speaker phone that can be heard easily by everyone in the room. Or sign up for as many individual workstations as you wish, so that people can attend from their own desktops.

Requirements

A PC with high-speed Internet access is required (no dial-up)

A Phone(with a speaker if a group will be sharing)

Cost

Classes hosted by CU*South (highlighted in green) are free of charge. Classes hosted by our network partners may incur a nominal web conference fee to recoup expenses.

To Register

Registration is required no later than one week prior to the event. For registration information, see page 3. Instructions and links for joining the conference will be emailed to the contact you give us, two days prior to the event.

Web Conference Sessions Scheduled for 2011

We also receive frequent requests to allow participants to attend a regular classroom session via the web. Our experience over the past couple of years has taught us that in order to provide a good learning experience for everyone, it is not practical to include web participants in our regular classroom training sessions.

So that’s why we have pulled together a list of popular courses and set up a schedule of training via web conference. These will be taught from our dedicated web studio and not combined with classroom participants, which will give much better sound quality and allow for better interaction with all remote participants.

In addition to the following schedule, we will be adding more web conference events throughout the year. To keep updated on other courses being scheduled, please subscribe to the Education
Report. (Times may vary between time zones. All Classes are Eastern Standard unless otherwise noted on the schedule. Please verify the time zone before the day of the class.)


Date

Times

Course

Tues., January 11

11:30 am – 12:30 pm

2.70 5300 Call Report: Using CU*BASE to Create the NCUA Report

Thurs., January 13

2:00 pm – 3:00pm CT

2.21 Managing
Self-Service Delivery Products: Audio & Online Banking

Wed., January 19

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., January 19

3:00 pm – 4:30 pm

2.23 Administration for Mobile App and Mobile Text

Mon., January 24

3:30 pm – 5:30 pm

4.10 CU*BASE Marketing and Sales Tools

Tues., January 25

11:30 am – 12:30 pm

5.11 CU*BASE Mortgage
Processing

Tues., January 25

2:00 pm -  3:00 pm

5.12 CU*BASE Escrow
Processing

Tues., January 25

4:00 pm – 5:00 pm

5.40 Managing Bankruptcy

Wed., January 26

12:00 pm – 1:00 pm

4.90 Introduction to
WordPress with SiteControl

Wed., January 26

2:00 pm – 3:00 pm

4.91 Advanced WordPress
with SiteControl

Thur., January 27

2:00 pm – 3:00 pm

4.11 Data Mining: “Know
Your Member” Analysis Tools

Wed, February 2

TBD                    PT

Lending Basics

Wed, February 9

TBD                   PT

Lending Configurations

Thurs., February 10

3:00pm – 4:00pm CT

3.20 Balancing Made Easy

Mon., February 14

11:30 am – 1:00 pm

4.20 Report Builder 1:
Working With Computer-Stored Data for Reports and Inquiries

Mon., February 14

2:30 pm – 3:30 pm

4.11 Data Mining: Know
Your Member Analysis Tools

Tues., February 15

11:30 am – 12:30 pm

5.83 Standard ATM/Debit
Card Platform

Tues., February 15

2:00 pm – 3:30 pm

5.84 Dividend Processing
and Member Deposits

Tues., February 15

4:00 pm – 5:00 pm

5.30 Open End and Line
of Credit Lending

Wed., February 16

12:00 pm – 1:00 pm

7.36 Creating/Improving
Your e-Document Strategy

Wed., February 16

2:00 pm – 3:00 pm

7.37 Administering Your In-house EDOC Server

Wed., February 16

4:00 pm – 5:00 pm

7.38 Using CU*SPY Loan
Forms with CU*BASE

Wed., February 16


TBD                    PT

Loan Maintenance

Thurs., February 17

11:00 am – 12:30 pm

1.20 Teller Techniques
& Shared Branching Options

Thurs., February 17

1:15 pm – 2:45 pm

1.01 Member Services:
Inquiry and Phone Operator

Thurs., February 17

3:30 pm – 4:30 pm

1.60 Day-to-Day IRAs

Fri., February 18

12:00 pm – 1:00 pm

3.71 Understanding
CU*BASE Transactions

Fri., February 18

2:00 pm – 3:00 pm

3.25 SRS Bookkeeping
Services – Sharing our Policy and Procedures

Fri., February 18

4:00 pm – 5:30 pm

3.40 CU Financials:
Configuration, Printing, and Other Options

Wed., February 23

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., February 23

3:00 pm – 4:30 pm

2.23 Administration for Mobile App and Mobile Text

Wed., February 23

TBD
PT

Loan Review

Thurs., March 10

10:00am – 11:00am CT

2.90 CU*BASE Management
Tools: Leadership Dashboards

Tues., March 22

11:00 am – 12:00 pm

4.92 Introduction to
Website Stewardship

Tues., March 22

1:00 pm – 2:00 pm

4.93 Introduction to
Social Media

Wed., March 23

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., March 23

3:00 pm – 4:30 pm

2.23 Administration for Mobile App and Mobile Text

Wed., April 6

3:00 pm – 4:00 pm

2.70 5300 Call Report:
Using CU*BASE to Create the NCUA Report

Thurs., April 7

10:00am – 11am CT

4.13 Build a
Communication Network by Using Member Connect

Mon., April 11

11:00 am – 12:00 pm

4.12 Your Tool Box:
Improve Your Member Relationships Using CU*BASE Cross Sales and Sales
Trackers

Mon., April 11

1:00 pm – 2:30 pm

4.21 Report Builder 2:
Building Custom Reports

Mon., April 11

3:00 pm – 4:00 pm

4.13 Build a
Communication Network by Using Member Connect

Wed., April 13

10:00 am – 11:00 am

9.15 Security Essentials

Wed., April 13

11:30 am – 12:30 pm

9.35 The Armored
Network: Network Security at CU*Answers

Wed., April 13

1:30 pm – 2:30 pm

9.55 The Human Side of
Security

Wed., April 13

3:00 pm – 4:00 pm

9.65 Disaster Recovery
and Business Continuity

Fri., April 15

11:00 am – 12:30 pm

2.90 CU*BASE Management
Tools: Leadership Dashboards

Fri., April 15

1:00 pm – 3:00 pm

2.21 Managing
Self-Service Delivery Products: Audio & Online Banking

Fri., April 15

3:30 pm – 5:00 pm

2.25 Personal Internet
Branch (PIB): Layered Security Controls and Member Personalization for Online
Banking

Wed., April 20

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., April 20

3:00 pm – 4:30 pm

2.23 Administration for Mobile App and Mobile Text

Tues., April 26

1:00 pm – 2:00 pm

2.63 Achieving
Compliance Standards Through Best Practices

Tues., April 26

2:15 pm – 3:15 pm

2.64 Red Flags: CU*BASE
Tools & Other Considerations

Tues., April 26

3:30 pm – 4:30 pm

2.65 Using CU*BASE for
Bank Secrecy Act (BSA) Compliance

Tues., May 3

3:00 pm – 4:30 pm

5.78 Online Credit Card
Processing – Back Office and Collections

Wed., May 4

3:00 pm – 4:00 pm

5.79 Lender RE: Real
Estate Solutions

Wed., May 4


TBD                    PT

CU*BASE Marketing Basics

Thurs., May 5

3:00 pm – 4:00 pm

5.80 Participation
Lending Strategies

Wed., May 11

Marketing

Wed., May 18

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., May 18

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Wed., May 18


TBD                    PT

Marketing

Thurs., May 19

9:00am – 10:30am CT

2.63 Achieving
Compliance Standards Through Best Practices

Wed., May 25


TBD                    PT

Marketing Review

Thurs., May 26

3:00 pm – 4:00 pm

7.50 iSeries File
Transfers: Moving Data from CU*BASE to Your PC

Thurs., June 9

2:00pm – 3:00pm CT

5.40 Managing Bankruptcy

Wed., June 15

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., June 15

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Thurs., June 16

1:00 pm – 2:00 pm

5.84 Dividend Processing
and Member Deposits

Thurs., June 16

4:00 pm – 5:00 pm

2.00 CU*BASE Employee
Security

Thurs., July 7

3:00 pm – 4:00 pm

8.10 Preparing for
Month-End & Statement Processing

Tues., July 12

1:00 pm – 2:30 pm

4.21 Report Builder 2:
Building Custom Reports

Tues., July 12

3:00 pm – 4:00 pm

2.70 5300 Call Report:
Using CU*BASE to Create the NCUA Report

Thurs., July 14

2:00pm – 3:00pm CT

5.20 Organizing a Loan
Department and Servicing Loans on CU*BASE

Tues., July 19

12:30 pm – 1:30 pm

4.12
Your Tool Box:  Improve Your Member Relationships Using CU*BASE Cross Sales & Sales Tracker

Tues., July 19

2:00 pm – 3:00 pm

4.13 Build a
Communication Network by Using Member Connect

Wed., July 20

3:00 pm – 5:00 pm

4.15 Member Service
Trackers / Leads and Follow-ups

Thurs., July 21

3:30 pm – 5:00 pm

5.10 Lending From
Request to Disbursement: Understanding the Application Process

Thurs., August 11

2:00pm – 3:00pm CT

7.50 iSeries File
Transfers: Moving Data from CU*BASE to
Your Personal Computer

Wed., August 17

3:00 pm – 4:00 pm

5.40 Managing Bankruptcy

Thurs., August 18

3:00 pm – 4:00 pm

5.50 Interactive Online
Collections

Wed., August 24

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., August 24

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Wed., September 7

3:00 pm – 5:00 pm

4.10 CU*BASE Marketing
and Sales Tools


TBD                    PT

Using Canned Queries

Mon., September 12

10:15 am – 11:15 am

5.11 CU*BASE Mortgage
Processing

Mon., September 12

11:45 am – 12:45 pm

5.12 CU*BASE Escrow
Processing

Mon., September 12

3:30 pm – 4:30 pm

5.81 Prime Alliance:
Introduction to the Web Based Mortgage Lending Platform

Wed., September 14

TBD
PT

Creating Custom Queries
#1

Wed., September 21

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., September 21

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Wed., September 14


TBD                    PT

Creating Custom Queries
#2

Wed., September 21


TBD                    PT

Downloading Queries

Wed., September 28

11:00 am – 12:00 pm

7.20 CU*BASE GOLD
Updates and Support

Wed., September 28

1:30 pm – 2:30 pm

7.25 Configuring CU*BASE
Software

3:00 pm – 4:00 pm

7.30 Teller Cash
Dispensers, Recyclers and CU*BASE

Thurs., September 29

9:00am – 10:00am CT

4.11 Data Mining: “Know
Your Member” Analysis Tools

Mon., October 10

10:30 am – 11:30 am

4.92 Introduction to
Website Stewardship

Mon., October 10

12:00 pm – 1:30 pm

2.22 Mobile Banking:  Web,
App, Text

Mon., October 10

2:00 pm – 3:30 pm

2.23 Administration for Mobile App and Mobile Text

Mon., October 10

4:00 pm – 5:00 pm

4.93 Introduction to
Social Media

Wed., October 12

11:00 am – 12:00 pm

8.15 Using Statement
Onserts

Wed., October 12

1:00 pm – 2:00 pm

8.10 Preparing for
Month-end & Statement Processing

Wed., October 12

2:30 pm – 3:30 pm

2.70  5300 Call Report:
Using CU*BASE to Create the NCUA Report

Wed., October 12

4:00 pm – 5:00 pm

8.56 EasyPay! Powered by
iPay Bill Payment:  Product Overview and Daily Management

Wed., October 19

2:00 pm – 3:30 pm

4.20 Report Builder 1: Working With Computer-Stored Data for Reports
& Inquiries

Wed., October 19

4:15 pm – 5:15 pm

7.50 iSeries File
Transfers: Moving Data from CU*BASE to
Your Personal Computer

Thurs., October 20

1:30 pm – 3:00 pm

3.62 Member Payroll and
ACH Products

Thurs., October 27

2:00pm – 3:00pm CT

2.00 CU*BASE Employee
Security

Wed., November 2

TBD
PT

Introduction to Teller
Processing

Wed., November 9

TBD
PT

Member Services: Inquiry and
Phone Operator

Wed., November 16

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., November 16

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Wed., November 16


TBD                    PT

Head Teller/ Finding and
Correcting Teller Offages/ Vault Management

Wed., November 17

2:00pm – 3:00 CT

2.63 Achieving
Compliance Standards Through Best Practices

Wed., November 30


TBD                    PT

Teller/Member Service
Review

Tues., December 6

11:00 am – 12:00 pm

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

Tues., December 6

1:30 pm – 3:00 pm

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

Fri., December 9

11:00 am – 12:00 pm

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

Fri., December 9

1:30 pm – 3:00 pm

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

Wed., December 14

1:00 pm – 2:30 pm

2.22 Mobile Banking:
Web, App and Text

Wed., December 14

3:00 pm – 4:30 pm

2.23 Administration for
Mobile App and Mobile Text

Thurs., December 15

9:00am – 10:00 CT

5.50 Interactive Online
Collections

Don’t see what you are looking for? Remember that any course or topic can be offered via web conference as a special request for one or more participants. Just contact Starla Honea to arrange for any special session you need.

Be Sociable, Share!

Comments are closed.