Education
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Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the Client Services
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Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in February! Tuesday, February 3 Preparing for a Cybersecurity Incident Response 2:00 PM – 3:00 PM ET Register for Web Conference CU*Forms Programming Workshop 3:00
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Thursday, January 22nd 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders This month’s Education Express will be hosted by Kasey Olchowski, Manager of the Education Team. Join Kasey for a review of Year-End Reminders, including important tasks and deadlines for early 2026. Kasey will also provide recommendations for how your credit union
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Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options.
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Are you looking to get a headstart on 2026 education opportunities at your credit union? Our Exercises for Success Training Manuals are designed for use with simulated training environments, allowing new users to gain practical experience with common tasks. Four programs are available, all of which are FREE for your credit union to utilize in
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Are you looking to get a headstart on 2026 education opportunities at your credit union? Training modules have been updated, giving your staff opportunity to build their confidence when navigating CBX. Updated courses include: CTM 100 – Welcome to CBX CTM 101 – Navigating with CBX CTM 102 – Rate Inquiry, Loan Quoter, and the Time-Out Window
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Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of
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If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about
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A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2026 Education Catalog, filled with not only online learning opportunities, but also innumerable resources made available for a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a look
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Join Nadine Thomas, Client Services Account Executive, for the latest Learning Cafe session! Nadine will lead a discussion on A2A, with a look at transfer capabilities in CBX, It’s Me 247 online banking and BizLink 247, and how members can complete transfers between accounts at their credit union and other financial institutions. Interested in learning