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.

  • Getting Started with Episys General Ledger

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 2m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    For those new to the Episys general ledger or for those who want to brush up on the fundamentals, this webinar is for you.  Master the basics of the Episys GL and get up to speed fast!

    • Learn about the GL Account record fields and how they are used.
    • Discover the many options available in the General Ledger functional area to increase your speed and accuracy.
    • Develop the skills to run and modify GL reports to get the information you need quickly and easily.
    • Master the important functions of the GL Posting Manager.
  • Helping Credit Unions Succeed: Merrimack Valley Case Study

    LEVEL:  N/A
    CATEGORY:  Other
    DURATION:  4m 27s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Synergent’s Mission: Helping Credit Unions Succeed and Improving the Financial Lives of Their Members. Hear a brief conversation with the Senior Leadership Team from Merrimack Valley Credit Union regarding their partnership with Synergent … from programming to products and data mining to trust.

    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.

  • Impacting Your Bottom Line With Targeted Marketing

    LEVEL:  N/A
    CATEGORY:  Marketing Services
    DURATION:  3m 36s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Shannan Heacock, Senior Direct Marketing Services Representative, and Jen Braziel, Data Mining Specialist, from Synergent Direct Marketing Services, discuss how data mining and targeting marketing have an impact on your credit union’s bottom line.

    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.

  • Increasing Auto Lending Portfolio Through Data Mining: Seaboard Auto Loan Case Study

    LEVEL:  N/A
    CATEGORY:  Marketing Services
    DURATION:  3m 48s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Direct Marketing Services case study of 2016 Auto Loan promotion with Seaboard Federal Credit Union.

    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.

  • Increasing Marketing Efficiencies: Bayer Heritage FCU Case Study

    LEVEL:  N/A
    CATEGORY:  Marketing Services
    DURATION:  3m 22s
    COST:  Free!  No subscription needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Digital Media Coordinator Debbie Herrick and Synergent Senior Direct Marketing Services Representative Shannan Heacock, along with Direct Marketing Services Vice President Doug MacDonald, share how their teams accomplish more by working together to promote Bayer Heritage FCU. Partnering with Synergent Direct Marketing Services has enabled Bayer Heritage FCU to increase both the volume and quality of their marketing materials. They have been able to balance traditional creative collaboration techniques with leveraging data, the use of PURLs, and automated marketing to create innovative materials for member communications, new products, onboarding, and reboarding campaigns – and beyond.

    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.

  • Information Security: Protecting What’s Important

    LEVEL:  Advanced
    CATEGORY:  Technology
    DURATION: 1h 27m
    COST:  $119 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    As technology advances and new services are offered to members, the challenges of protecting information are ever changing.  Join us for a discussion on everyday security threats in the financial workplace with our guest speaker Mike Smith, Synergent’s Information Security Officer.  In this session, you will learn about:

    • Social engineering and identity theft
    • Red flags, kiting, and phishing attempts and how not to fall victim to them
    • How Episys can help to protect member information
    • Episys reports that can help you identify fraudulent activity at the institution level
  • Inventory Creation

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION: 19m
    COST:  $79 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Inventory Creation 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:

    • Load inventory items with and without serial numbers
    • Maintain inventory items
      • Create, revise, and delete inventory records
      • Reassign inventory to a different branch

     

  • IRA Processing in Episys

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

    This webinar takes you on a journey of IRA processing in Episys, from setting up IRAs, to performing transactions, to maintaining IRAs, and more.  Here are just a few of the topics that will be covered in this informative webinar:

    • Learning about IRA records and sub-records
    • Creating IRAs
    • Performing transactions on a tax-deferred share
    • Calculating RMDs and setting up automatic distributions
    • Performing IRA share distributions
  • IRAs and Other Tax-Deferred Shares

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  59m
    COST:  $79 (no charge with Education Subscription)
    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

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 16m
    COST:  $119 (no charge with Education Subscription)
    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

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 15m
    COST:  $119 (no charge with Education Subscription)
    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
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  42m
    COST:  $79 (no charge with Education Subscription)
    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

    LEVEL:  N/A
    CATEGORY:  Technolog
    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 went 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
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  37m
    COST:  $79 (no charge with Education Subscription)
    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
    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 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
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 7m
    COST:  $119 (no charge with Education Subscription)
    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
  • Limit Changes

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  2m 41s
    COST:  $75 (no charge with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation on how to change limits in Client Workstation.

  • Loan Adjustments in Episys

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 35m
    COST:  $119 (no charge with Education Subscription)
    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
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 34m
    COST:  $119 (no charge with Education Subscription)
    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
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 3m
    COST:  $119 (no charge with Education Subscription)
    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
    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 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
    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 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 Synergy Work for You

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION: 1h 29m
    COST:  $119 (no charge with Education Subscription)
    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

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 20m
    COST:  $119 (no charge with Education Subscription)
    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 Transfers in Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 46m
    COST:  $119 (no charge with Education Subscription)
    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