Did you miss that great webinar last week?  Are you looking for information on a specific topic?  Then you’ve come to the right place!  Browse through the full listing of archived webinars, select one of the categories from the left-hand field above, or use the Keyword Search field to find sessions for a specific topic.  Then click the title that interests you.   Prices are noted in the description of each session (no charge if you have an Education Subscription!).  Questions?  Email LearningCenter@synergentcorp.com.   

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If you are interested in purchasing a subscription, please contact LearningCenter@synergentcorp.com.

  • 10 Things You Might Not Know About Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 13m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Episys is such a large and complex system, even seasoned credit union professionals can’t know it all.  Do you know what the Work a Report icon does, or that you can use an on-demand specfile to present your file-maintenance history as an HTML display?  Join us as we provide an overview of the following features and then show them in action:

    1. Advanced Account Search
    2. FM History to HTML
    3. Collection Summary
    4. HTML View/Create Collection Notes
    5. Work a Report icon
    6. Reports to HTML
    7. eSnapshot
    8. CU Documents & CU Websites
    9. Transaction & Available History
    10. Thermal Mini Statements
  • A Year in Review: Synergent Service Offerings

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1hr 21m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us  for a look back at all the great new functionality Synergent has developed for you in 2017.  Are you using the enhanced FM History with search capability?  How about the ACH Summary or Collection Summary?  What about the Simple App Menu (SAM) that converts the entries currently in your Specfile drop-down field into easy-to-read HTML format?  You won’t want to miss this highly informative webinar to learn all the great new functionality developed for you by Synergent

  • Account Close Workflow

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  26m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Account Close Workflow job aid, which is located in the “Job Aids” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the job aid and follow along with the recording.

    In this webinar you will learn about:

    • Launching the Account Close Workflow
    • Closing individual products
    • Closing the account
  • Account Updater Service

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  8m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers what the Account Updater Service is as well as some FAQ and scenarios for better understanding. We also go over how to take advantage of the program through Client Workstation.

     

  • Accounts Payable and Check Manager

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION: 1h 19m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Need to brush up your skills on Accounts Payable and Check Manager? During this training you will learn how to:

    • Create, revise, and delete a vendor and invoice
    • Create distribution tables to separate invoices among various GLs
    • Generate anticipated and posted reports
    • Create Wycom and batch laser checks through Check Manager and Print Control
  • ACH Exceptions in Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 10m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    View this recording today and never again wonder why your member’s deposit didn’t go to the correct account, or which ACH reports you need to review and how often.  You’ll learn all about:

    • Returning reclamations
    • Posting ACH GL items automatically
    • How Lookup and EFT records work
    • How the ACHGLTABLE Letter file works
    • The ACH reports you should be reviewing daily
    • How Episys handles DNE notifications
  • ACH Origination in Episys

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 3m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you utilizing the full functionality of ACH Origination in Episys?  Are you familiar with all the options at your fingertips?  Are you sometimes challenged when origination item amounts differ monthly, causing you to go into each account to update?  Join us to  learn all about:

    • Behind-the-scenes options for job setup
    • Utilizing ACH Origination groups
    • Reviewing the Origination reports
  • ACH Processing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ACH 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:

    • ACH reports
    • Processing your ACH exceptions
    • Creating lookups for repeat exceptions
    • Creating a Notice of Change (NOC)
    • Working with EFT transfers
  • Activating a Reassigned Token

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m 35s
    COST:  $75 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation on how to activate a token which has been reassigned to you.

  • Adding Efficiency to Account, Share, and Loan Record Fields

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 16m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Start with the basics of the most frequently used fields in your Account, Share, and Loan records, and pick up some smart time-saving tips along the way.

    • Increase your productivity by knowing exactly what each field is expecting as a value.
    • Help other staff in your credit union by learning how to set up and maintain Help files to drive the needed values into these fields.
    • Take the drudgery out of excessive searching when updating frequently used fields by defining and modifying efficient screen definitions that speed the process along.

    Think of the time you’ll save by customizing your screens. and never again waste valuable effort searching through screens filled with fields you don’t need on a daily basis.  Even experienced CU professionals will learn new efficiencies by attending this training webinar.

  • Adjustments

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 19m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Adjustments 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:

    • The difference between adjustments and voids
    • Adjustment transaction codes
    • Performing adjustments
    • Performing recasts
    • Performing other types of adjustments
  • Advanced General Ledger

    LEVEL:  Advanced
    CATEGORY:  Technology
    DURATION:  1h 12m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you still manage your fixed assets and prepaids outside of Episys?  Are you looking for an easy way to post GL entries via Excel?  Register for this webinar and learn how to maximize your GL efforts.  After viewing this session, you’ll be able to:

    • Post GL entries using Excel
    • Upload a set of subaccounts in a GL
    • Run fixed-asset and prepaid depreciation jobs
    • Review the GL Accrual Posting Journal and exception reports
  • Advanced Loan Adjustments in Episys

    LEVEL:  Advanced
    CATEGORY:  Technology
    DURATION:  1h 20m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Performing a loan adjustment in Episys can vary from being a straightforward transaction to a very complex one.  This session takes a close look at these more involved scenarios and the steps to take to tackle these situations.  After attending this session, you will be able to:

    • Adjust payments on a 360-day interest loan
    • Correct transactions on a line-of-credit loan after an advance
    • Perform a loan adjustment when the cost for Life and Disability has been added to the loan
  • All About Episys Reports: Core, EasyWriter, and PointAccess

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 21m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Dive into the world of reports and learn the similarities and differences in the three types of reports available in Episys.  Join us as we delve into Core Episys reports–their frequency, customization possibilities, and locations in the Synergy cabinets.  Discover the power of ad-hoc EasyWriter reports and how they can be exported.  Learn the ins and outs of  PointAccess reports and how to create the raw data files.  You won’t want to miss this informative webinar!

  • Android Pay

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  10m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers the basics of tokenization and the screens that members encounter when trying to sign up for Android Pay. For the credit union side of things we will show you the Visa/MasterCard application you can use to help members with provisioning as well as Fiserv reports for research and sending member’s notification.

     

  • Android Pay and Samsung Pay

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  27m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Samsung Pay and Android Pay are almost here. If you are signed up to get these two newest Pays, then this live recorded webinar will help you educate your staff about them. This informative webinar is intended for front-line staff who will be interacting with members. Here are just a few of the topics we’ll cover in this session:

    • What are the differences between the three Pays?
    • What has changed since Apple Pay?
    • Managing the Pays with TJ & Reports
  • Apple Pay

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  10m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers the basics of tokenization and the screens that members encounter when trying to sign up for Apple Pay. For the credit union side of things we will show you the Visa/MasterCard application you can use to help members with provisioning as well as Fiserv reports for research and sending member’s notification.

  • Application Workflow: Setup and Customization

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 21m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Workflows can become cluttered over time with workflow events that are no longer being used.  Would you like to learn how to customize your workflows to streamline your processes?  Join us and learn how to:

    • Modify and build application workflow events that are right for you
    • Customize application workflows that can be used outside of the LAW and/or ELA
    • Build screen definitions to define your creation and revision screens
    • Recognize defaults and parameters that affect application processing
  • Are You Ready for CECL?

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 3m
    COST:  Free!  No Subscription Needed
    CONTACT:  LearningCenter@synergentcorp.com

    How would you like a personalized Current Expected Credit Losses (CECL) timeline to share with your own management, regulators, Board of Directors, and others?

    Join ProfitStars for this webinar that begins with a brief CECL update and insights into ProfitStars CECL offering, and isfollowed by a demonstration of ProfitStars powerful CECL Timeline Wizard tool. Use this tool to define an internal timeline to reach successful adoption by working backwards from your required adoption date through each of the major milestones. Learn how to generate graphs that easily convey this information to your plan and timeline to reach compliance.

  • ATM & Debit Card Transactions in Episys

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1hr 14m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Have you ever wondered why a transaction was denied, or why it never hit the host for authorization? Are you aware of the various holds your credit union currently has configured and what your options are? In this webinar we go behind the scenes to uncover how card transactions work in Episys. After attending this session, you’ll be able to:

    • Work with Episys Card and Hold records
    • Use the ATM Dialogue to inquire on member card transactions
    • Review the Parameter settings and jobs related to card processing
    • Use tools within Episys to help you deal with card fraud
    • Provide answers to members’ questions on card transactions with confidence
  • ATM Teller: Using the ATM Teller ID

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  32m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM Teller: Using the ATM Teller ID 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:

    • Replenishing the ATM
    • Performing ATM transactions
  • ATM Teller: Using Your Own Teller ID

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  28m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM Teller: Using Your Own Teller ID 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:

    • Replenishing the ATM
    • Processing ATM transactions
  • ATM/Debit Card Ordering & Maintenance

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  44m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM/Debit Card Ordering & Maintenance 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:

    • Issuing and capturing cards
    • Maintaining cards
    • Working with reports
    • Performing ATM Dialog inquiries
  • Best Practices for Front-Line Staff

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 17m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Maximizing the efficiency of your front-line staff when using Episys goes a long way toward meeting member expectations.  When you can bring up an SSN Profile for a member at a moment’s notice, or show a member a 360 view of his or her entire relationship with your credit union, that’s excellent member service.  During this webinar we’ll cover:

    • Using the Printer Format (PF) transaction code to reformat a printer after it has lost power and to change printing specifications
    • Setting printer options with the Set Options (OP) transaction code
    • Using the Item Control (IC) transaction code to quickly go to work areas such as Check Manager and Inventory Manager to perform needed transactions
    • Using the Work a Report icon to clean up reports, easily examine individual accounts included in a report, and perform transactions on the accounts
    • Taking advantage of the Cash Tracking option to ensure balanced transactions
    • Using the Address Change SymForm to achieve operational efficiencies, better member records, and streamlined solutions
    • Using the FM History to HTML specfile to display FM History on a specific locator number, share, loan, application, or account
  • Card Management: Cardholder Screens for CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  9m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers all of the cardholder screens found within the Card Management application of Client Workstation. We will cover such things as travel exemptions, limit changes, IVR activation and more.