• Select one of the categories from the left-hand field above, or use the Keyword Search field to find sessions for a specific topic.
  • The ability to view recordings on mobile devices is not currently supported by our webinar vendor. We are working with our vendor to bring you this functionality as soon as it becomes available.
  • Microsoft Edge is currently not supported for WebEx recordings.  Please use Google Chrome, Internet Explorer, or Firefox browsers.
  • IRAs and Other Tax-Deferred Shares (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 59m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the IRAs and Other Tax-Deferred Shares training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Performing IRA projections
    • Creating IRA shares, IRS records, and IRS Name records
    • Performing monetary transactions on tax-deferred shares
    • Setting up IRA required minimum distributions
    • Setting up IRA share distributions due to death
  • IRAs and Tax Reporting in Episys (March 7, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 16m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    IRA season will soon be upon us … what better time to increase your knowledge on IRA distributions and tax reporting in Episys?  See how IRA distributions work, learn the important steps in calculating RMDs, and discover how IRS distribution records can provide you with more flexibility and streamline your processes.  We will also review the important tax forms in Episys and show you how to:

    • Open new tax-deferred shares
    • Navigate the IRS record and learn all about the required fields
    • Calculate and set up automatic RMDs
  • IRAs: Distributions and Tax Reporting in Episys (March 10, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 15m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    IRA season will soon be upon us, making it the perfect time to increase your knowledge on IRA distributions and tax reporting in Episys.  Become confident in your understanding of how IRA distributions work, learn the important steps in calculating RMDs, discover how IRS distribution records can provide you with more flexibility and streamline your processes, and understand tax reporting in Episys.

  • iTalk Audio Response (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 42m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the iTalk Audio Response training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Setting up members on iTalk
    • Setting up cross-account access
    • Troubleshooting common problems
    • iTalk management
    • Adding and editing users
    • Adding and editing new products
    • Working with reports
  • iTalk Upgrade Release Highlights (February 15, 2018)

    LEVEL:  N/A
    CATEGORY:  Technology Services
    DURATION: 58m
    COST:  Free
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the latest iTalk audio response upgrade, which is scheduled to be live on Wednesday, February 20, 2018.  Discover which enhancements will be most advantageous to both you and your members.  You won’t want to miss this one!

  • Jwaala Ignite Digital Banking Essentials: User Guide (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 37m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Jwaala Ignite Digital Banking: User Guide, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Performing the registration process
    • Navigating the Accounts Summary screen
    • Navigating the Transactions screen
    • Setting up alerts
  • Jwaala Ignite Digital Banking: Administration (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 32m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Jwaala Ignite Digital Banking: Administration training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Adding content to members’ screens
    • Maintaining the merchant list
    • Supporting the member
    • Episys functionality
  • Jwaala Ignite Digital Banking: User Guide (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 7m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Jwaala Ignite Digital Banking: User Guide, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Logging on and registering
    • Navigating the site
    • Viewing reports
    • Setting up custom alerts
    • Customizing your dashboard
  • Loan Adjustments in Episys (May 24, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 35m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Discover how effortless loan adjustments can be when you know the secrets!  See how easy it is to adjust loans both manually and using loan recast.  Learn how to file-maintain the necessary fields in the Loan record and be able to identify the before and after field value updates from the adjustment performed.  Enjoy the confidence that comes with knowing with certainty how to perform these sometimes tricky adjustments.

  • Loans: Account Manager (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 34m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Loans: Account Manager training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Create and revise various loan records
    • Analyze fields and their functionality
    • Perform loan inquiries
    • Review balancing
  • Loans: Application Processing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 3m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Loans: Application Processing training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Creating and working a loan application using the Loan Application Worksheet (LAW)
    • Entering the application
    • Reviewing the application
    • Performing the decisioning for the loan
    • Funding the loan
    • Resuming and revising a loan application
  • Loans: Enhanced Loan Application (ELA) (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 20m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Loans: Enhanced Loan Application (ELA) training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Creating loan applications
    • Processing loan applications
    • Funding and disbursing loan transactions
  • Loans: Participation Lending (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 19m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Loans: Participation Lending training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Setting up the GL for participation loans
    • Creating a Participation record
    • Creating a Participation Loan record
    • Creating a Vendor record
    • Creating a Participation record
    • Creating and funding agreements
  • Making Collections Work for You (October 14, 2015)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 30m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    The Episys Collection Package provides your credit union with an online, almost paperless, system that can be used for any type of collection situation.  The package automatically identifies delinquent loans, negative-balance shares, and overlimit line-of-credit loans, and then assigns them to collectors.  Join us in this fast-paced webinar to maximize your knowledge and skills in using the Collections functionality in Episys.  Learn how to organize your accounts in different scenarios by utilizing Collection queues, send letters to members and manage collection notes, and explore different ways to charge-off shares and loans and know what to do in the event of charging-off the wrong share.  By the end of this training, you will be seamlessly working accounts and effortlessly weaving between collection queues with ease!

  • Making Synergy Work for You (September 27, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION: 1h 29m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you want to make your day easier and save time?  How about reducing your frustrations with not being able to find what you need in a timely manner?  Join us for this 90-minute demonstration and discussion of how to personalize and use the tools in Synergy to increase your productivity and give you back time in your day.

    • Solve real-life troubleshooting challenges with search techniques for those elusive questions like “Who changed that field 3 years ago?”
    • Save time by using the dashboard and Favorites, Quick Saves, and Auto Starts.
    • Boost your confidence by understanding terminology and the most common areas and functionality.
    • Eliminate paper!  Work your reports right in Synergy with cool and hip digital tools.
  • Making the Most of Your FM Journal (April 27, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 20m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Ever wish your FM Journal could be customized and more suited for your needs? It can!  After attending this session you will be able to:

    • Read and understand your FM Journal
    • Customize the FM Journal by security level, branch, or user list
    • Add comments during a remote override
    • Convert reports to HTML to make searching easier
    • View the reports in Synergy
  • Mastering Synergy Admin (August 13, 2015)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:  1h 9m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you know the basics of working in Synergy Admin and are you looking to take it to the next level?  Join us for this advanced webinar that delves into user privileges, reviewing documents on a restricted account, and creating templates for reviewing reports within Synergy.  In this course, you will learn about useful tools for getting the most of your Synergy environment, including how to set up users to view specific documents, export reports in a particular format so that you can quickly search them for specific data, and more.  You’ll leave this session with the knowledge and skills needed to master your Synergy environment.

  • Mastering Transfers in Episys (March 23, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 46m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Let’s face it.  Transfers can be confusing.  How do they actually work?  How can you be sure you’re using the right kind of transfer in any given situation?  Join us for an overview of the inner workings of transfer transactions in Episys, including share transfers, loan transfers, off-cycle transfers, and EFT transfers.  After attending this session you will be able to:

    • Select the appropriate transfer record for each member situation
    • Set up Transfer records appropriately
    • Determine when a Transfer record will transfer the funds
    • Discuss how transfer-related jobs affect the behavior of each transfer type
  • Maximizing Episys User Security (November 8, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 27m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar provides a deeper look into Episys user security and covers how to drill down to set up restrictions that address more than certain transactions.  Register for this webinar today and learn how to:

    • Restrict specific fields in Episys records
    • Restrict GL accounts
    • Create a report that monitors restricted-access fields
    • Set up user records to limit access to restricted accounts
  • Maximizing Synergy Efficiencies (May 12, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 16m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you feel you know the Synergy functionality you use every day, but little else about its other features?  Do you feel like you’ve barely scratched the surface of all that Synergy has to offer and want to know it all?  If this sounds like you, this session can provide the help you’ve been looking for.

    • Work faster and smarter by harnessing the power of customizations available in Synergy to assist in your specific role.
    • Learn how to use World links to your advantage.
    • Build spreadsheet templates from the ground up.
    • Save time by learning how to define targeted searches using the “and” and “or” functions.
  • Mobile Banking and Remote Deposit Capture (May 9, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 5m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    In our increasingly mobile world, members are turning to Mobile Banking and remote deposits more than ever.  Join us for a closer look at how to support your Mobile Banking users, as well as how to process remote deposits via Remote Deposit Capture.  You won’t want to miss this timely webinar!

  • New Accounts: Using EMA (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 18m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the New Accounts (Enhanced Member Application) training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Creating a new account
    • Modifying an account
    • Creating mail-only records
    • Placing warnings
    • Closing and reopening accounts
    • Creating additional shares
    • Creating transfers
    • Creating holds
    • Creating notes and comments
  • New Accounts: Using the MAW (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 56m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the New Accounts (MAW) training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Creating a new account
    • Modifying an existing account
    • Maintaining accounts manually
    • Maintaining the MAW configuration file
  • Opening New Accounts with the MAW (September 21, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 29m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Whether you’re new to the Episys Account Opening process, or simply need a refresher course on how to process membership applications, this session is for you!  Join us as we walk through each aspect of Account Opening using the Member Application Workflow (MAW).  After attending this session, you will be able to:

    • Open an account using the Application Wizard and workflow
    • Create and revise name records using the MAW
    • Create new share accounts and IRS records
    • Create overdraft transfer records
  • Payroll and EFT Processing in Episys (May 24, 2017)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This fast-paced advanced webinar will provide you with a good working knowledge of payroll and EFT processing.  You’ll learn how to change payroll amounts for specific payroll and SEG groups (such as for teachers during the summer months), how to use the EFT Repeat File Maintenance function to maximize member payroll, how to troubleshoot payroll exceptions and posting issues, how to efficiently review the EFT/Payroll reports, and much more.  If you know the basics, now’s the time to master some more advanced skills.  Register today and increase your skills in payroll and EFT processing in Episys!