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Archived Recordings
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. Or, purchase an Education Subscription and train your entire staff on cards, Symitar, and more for just pennies a day. READ MORE>>
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10 Things You Might Not Know About Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 13m
COST: $119 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comEpisys 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:
- Advanced Account Search
- FM History to HTML
- Collection Summary
- HTML View/Create Collection Notes
- Work a Report icon
- Reports to HTML
- eSnapshot
- CU Documents & CU Websites
- Transaction & Available History
- Thermal Mini Statements
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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A Year in Review 2017: Synergent Service Offerings
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1hr 21m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comJoin 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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A Year in Review 2018: Synergent Service Offerings
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 54m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comJoin us for a look back at all the great new functionality Synergent has developed for you in 2018. Here are just a few of the enhancements we’ll cover in this informative webinar:
- Updated Loan Application Military APR Estimation Tool
- Tracking Record Summary, Inventory Type Summary, User Field Name Tracking Summary, and Institution Branch Address Summary
- Account Note Manager
- Loan Charge-Off Workflow
You won’t want to miss this chance to learn all the great new functionality developed for you by Synergent.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Account Close Workflow
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 26m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Account Close Workflow job aid. In this webinar you will learn about:
- Launching the Account Close Workflow
- Closing individual products
- Closing the account
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Account Manager 101
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 45m
COST: $79 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIn this session we will cover some tips on how to get the most out of the Account Manager work area.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Account Updater Service
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 8m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Accounting Reports
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 15m
COST: $79 (no charge with Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIf you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Accounts Payable and Check Manager
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 19m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comNeed 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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ACH Exceptions in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 10m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comView 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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ACH Origination in Episys
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 3m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comAre 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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ACH Processing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the ACH Processing training manual. 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Activating a Reassigned Token
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 1m 35s
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comPresentation on how to activate a token which has been reassigned to you.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Adding Efficiency to Account, Share, and Loan Record Fields
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 16m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comStart 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Adjustments
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 19m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Adjustments training manual. 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Advanced General Ledger
LEVEL: Advanced
CATEGORY: Technology
DURATION: 1h 12m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comDo 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Advanced Loan Adjustments in Episys
LEVEL: Advanced
CATEGORY: Technology
DURATION: 1h 20m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comPerforming 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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All About Episys Reports: Core, EasyWriter, and PointAccess
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 21m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comDive 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!
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Android Pay
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 10m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Android Pay and Samsung Pay
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 27m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comSamsung 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Apple Pay
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 10m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Application Workflow: Setup and Customization
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 21m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comWorkflows 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Are You Ready for CECL?
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 3m
COST: Free! No Subscription Needed
CONTACT: LearningCenter@synergentcorp.comHow 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.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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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.comHave 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
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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ATM Teller: Using the ATM Teller ID
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 32m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the ATM Teller: Using the ATM Teller ID training manual. In this webinar you will learn about:
- Replenishing the ATM
- Performing ATM transactions
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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ATM Teller: Using Your Own Teller ID
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 28m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the ATM Teller: Using Your Own Teller ID training manual. In this webinar you will learn about:
- Replenishing the ATM
- Processing ATM transactions
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
