Consulting Catalog
Feel like you’re not getting the most out of CU*BASE or one of the many other products and services our CMS teams offer? Been a long time since you’ve looked under the hood? Are you new to the system and never quite took it all in in the first place? If so then you need to check out our Consulting and Custom training catalog! Take a peek and see how we can help with one or more of our short, topic specific engagements. Need a deep dive instead? We offer that too!
Not sure where to start? Check out the FREE Help Me Decide engagement to create a tune-up program perfect for your credit union and staff.
Want to view the catalog offline? You can download this easily browsable PDF. Download the Catalog as a PDF
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1Click “How-To” Training
$100.00 / per hour Add to cart -
ANR/Courtesy Pay Program from Configuration to Implementation
$1,000.00 – $2,500.00 Select options This product has multiple variants. The options may be chosen on the product page -
ATM / Debit Training
$100.00 / per hour Add to cart -
Back-Office Daily Tools and Reports Overview
$100.00 / per hour Add to cart -
Balancing Subsidiaries/Investments in CU*BASE
$100.00 / per hour Add to cart -
Best Practices for CU*BASE Cross Sales
$100.00 / per hour Add to cart -
Best Practices for CU*BASE Service Charges
$100.00 / per hour Add to cart -
Budgeting with CU*BASE
$100.00 / per hour Add to cart -
Collections Custom Training
$100.00 / per hour Add to cart -
Collections Dashboards & Reports Training
$100.00 / per hour Add to cart -
CU Publisher – IM 247 Desktop
$100.00 / per hour Add to cart -
CU Publisher – IM 247 Mobile
$100.00 / per hour Add to cart -
CU Publisher – MOP or MAP Review
$100.00 / per hour Add to cart -
CU*BASE Accounts Payable Workflow Controls
$100.00 / per hour Add to cart -
CU*BASE Budget Research Tools
$100.00 / per hour Add to cart -
CU*BASE Certificate Product Configurations
$100.00 / per hour Add to cart -
CU*BASE Financial Statement Customization
$100.00 / per hour Add to cart -
CU*BASE GL Reporting/Inquiry Best Practices
$100.00 / per hour Add to cart -
CU*BASE Monthly Processing for Investments
$100.00 / per hour Add to cart -
CU*BASE Monthly Processing for Subsidiaries
$100.00 / per hour Add to cart -
CU*BASE Savings/Checking Product Configurations
$100.00 / per hour Add to cart -
CU*BASE Wire Toolkit Overview
$100.00 / per hour Add to cart -
CU*Forms Builder Session
$100.00 / per hour Add to cart -
CU*Publisher Free Check Up!
Free! Add to cart