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.   

Please note that the ability to view recordings on mobile devices is not currently supported by our webinar vendor.  Microsoft Edge is currently not supported for WebEx recordings.  Please use Google Chrome, Internet Explorer, or Firefox browsers.

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

  • Card Management: Creating a New Card in CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  5m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to order a new card in Client Workstation. This is for credit unions who order through CWSi, and not their host/core system. Please refer to internal procedures if you are not sure how you should order plastics.

  • Card Management: Reissuing a Card in CWSi

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  3m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers the proper steps to force reissue a card in Client Workstation.

  • Card Management: Understanding Your Debit Cardbase

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

    This session covers debit cardbase settings in the Card Management application of Client Workstation. We will touch on the fields within the application that will help you understand how your cardbase works when you compare the recording with your own settings.

  • Card Services Forms

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  15m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to fill out the Card Services forms for submission via CUTRAC.

  • CardValet & mConsole

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

    This session gives an overview of Fiserv’s CardValet product. We also show you the mConsole application from Client Workstation so you may learn how to assist your members with their card controls.

     

  • CashConnect

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

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

    • Daily management of the cash dispenser/recycler
    • Basic troubleshooting tips
    • Setup of the CDM parameters
  • Collections

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  36m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

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

    • Collection queues
    • Working an account
    • Charging off loan and share accounts
  • Customizing Your Episys Environment

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

    This webinar is all about setting up the Episys environment to meet your personal needs and customizing its many settings so that it works for you!

    • Master the User privileges necessary to set up and modify the Episys environment
    • Set up and format printer options to improve efficiency
    • Get the most out of View options for each functional area
    • Turn on and off core functionality to work smarter and faster
    • Gain speed and efficiency by managing your toolbars for your specific role
  • Dealer Reserve Accounting

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

    This is a Core Curriculum recording and is based on the Dealer Reserve Accounting 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:

    • Overview of the Dealer Reserve module
    • Setting up Dealer Reserve Accounting
    • Booking indirect loans in Episys
    • Performing Dealer Reserve processing
    • Remitting reserve funds
    • Posting payments through Accounts Payable
  • Defaults & Parameters

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 45m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Defaults & Parameters 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:

    • Reviewing and updating default types
    • Managing and updating system-wide parameters
  • Deleting a Card Record

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m 17s
    COST:  $75 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation showing how to delete a card record from Client Workstation.

  • Document Control

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  56m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Document Control 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 revising Help files
    • Creating and revising Letter files
    • Printing options
    • Entering statement messages
  • Dormancy and Unclaimed Property in Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  54m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this back-to-basics overview of dormancy and unclaimed properties in Episys.  After attending this session, you will walk away knowing:

    • What the flashing warnings mean in a member’s account, and which parameters you use to create them
    • All the permissions required to set up warnings
    • How to set up jobs associated with dormancy and unclaimed properties
    • Which reports to review and how often
    • How the tracking records for dormancy and unclaimed properties work
  • Draft Processing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  40m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

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

    • Working draft exceptions
    • Posting exception items manually
    • Creating lookups for repeat exceptions
  • Driving Results With Data Mining

    LEVEL:  N/A
    CATEGORY:  Marketing Services
    DURATION:  1m 8s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Synergent transforms and leverages your data to drive results with targeted loan campaigns to your members.

    This video is accessed via Synergent’s private YouTube channel.  If you cannot access this video, please contact your credit union’s IT administrator to review your security settings.

  • EasyWriter Reports – Part 1: Creating a Report

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

    In this training session,  you will learn how to create a report snapshot file using the EasyWriter wizard, and then design the report using the Report Designer.  We will then run the report in Batch Control and view it in Print Control.

    This Core Curriculum recording and is based on the EasyWriter 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.

  • EasyWriter Reports – Part 2: Modifying & Revising

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

    In this training session, you will learn how to open an existing snapshot file to make a revision, such as changing the sort criteria.  You will also learn how to modify the criteria and design layout, as well as add comments.  You can modify your criteria or add a comment at any time during your EasyWriter creation.

    This Core Curriculum recording and is based on the EasyWriter 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.

  • EasyWriter Reports – Part 3: Deleting & Implementing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  20m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    In this training session, you will learn how to delete an existing snapshot file from the Snapshot file list in EasyWriter.  You will also learn how to create a data file in EasyWriter that can be easily exported into Microsoft Excel for further analysis and/or manipulation.

    This Core Curriculum recording and is based on the EasyWriter 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.

  • EasyWriter: Beyond the Member Record

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

    Join us for this advanced EasyWriter course to move beyond the Member record.  Learn how to create EasyWriter reports using  GL files and ACH files as the target files.  Become familiar with the best way to export an EasyWriter report to Excel.

  • EasyWriter: Creating Specialized Reports

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

    You know the basics.  Now become a pro!  Join us for this in-depth tutorial on creating specialized reports using EasyWriter in Episys.

    • Delve deeper into the available target files and use the Card record and ATM Dialog files to create customized reports from the ground up.
    • Modify criteria with ease.
    • Add comments to a specfile to highlight content or revisions.
    • Easily view, print, and delete a report.
    • Download a report into Excel to further maximize visual appeal.
  • EasyWriter: Taking It to the Next Level

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 38m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you comfortable with the basics and are now ready to take your EasyWriter skills to the next level? Join us for this fast-paced webinar and learn all about:

    • Targeting different functional areas
    • Automating EasyWriter reports
    • Running reports with on-demand data
    • Revising target fields when writing a report
    • Consolidating two reports into one
  • EFTs, Distributions, and Transfers

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 4m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the EFTs, Distributions, and Transfers 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:

    • EFT records
    • EFT Distribution records
    • Share Transfer records
    • Loan Transfer records
    • Processing exception payrolls
    • Working with reports
  • EMV Overview

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  42m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    EMV (chip) cards have been around for a while now, but do your members know how to use them? Now that you have gone live or are getting close to your live date, could your front-line staff use a refresher on this new technology in order to better serve your members? Here are just a few of the topics covered in this live recorded session:

    • What EMV is and how these cards help protect against fraud
    • What members need to know before using these chip cards
    • Can you still use a PIN?
    • EMV terminals
    • Researching transactions
    • Chargebacks

    This overview webinar can be used as a train-the-trainer session, or as direct learning for your front-line staff to prepare for your upcoming EMV chip card issuance.

  • Enfact Exemptions

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m 17s
    COST:  $75 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation showing how to make an Enfact exemption in Client Workstation.

  • Episys 2016.00 Release Highlights

    LEVEL:  n/a
    CATEGORY:  Technology
    DURATION:  2h 4m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2016.00 release.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the many enhanced features included in the release, we’ll also explain all the changes in existing functionality, provide step-by-step instructions to “turn on” those enhancements under your control, and list the information you’ll need to provide us with so that we can implement those enhancements under Synergent control.  You won’t want to miss this one!