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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  • Fraud Tools: Fiserv Risk Solutions for Synergent

    LEVEL:  Intermediate
    CATEGORY:  Payments
    DURATION:  1h9m
    COST:  $119 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Steve Rosen presents Fiserv Risk Solutions for Synergent clients. This live recording covers the Risk Advisor and Risk Advantage Products as well as an overview of Tranblocker, Enfact, CaseTracker and CardTracker.

  • Fraud Tools: Tranblocker: Creating an Exception

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  7m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to create a cardholder exception in Tranblocker. Creating an exception will help a member traveling to blocked countries or perform a transaction at a merchant you have blocked for your membership.

  • Fraud: Educating Your Members

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  53m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You just need to read the paper or watch the news to know that the rate of identity theft-related fraud continues to rise, as does card fraud. Do you have a clear message for your members when they ask you how to keep their personal data safe? Join us for this live recorded session to learn how to educate your members on keeping their information (and yours) safe. Topics include protecting members’ cards, banking information, and personal data through a wide range of tactics from debit cards to Social Security numbers.

  • Fraud: Tools & Strategies, Part 1

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  43m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You have the tools … but are you getting the most out of them? In Part 1 of this two-part series, you will learn about the debit card fraud tools, products, and reports for Enfact and Real Time, ARES, Tranblocker, and CaseTracker. For each tool, we’ll cover what it is, how you use it, and the best strategies to make the most of it to assist in your fraud remediation efforts.

  • Fraud: Tools & Strategies, Part 2

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  53m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Part 2 of this two-part series begins with a brief recap of what was covered in Part 1. From there we move on to discuss the following major debit card fraud tools and products:

    • 3D Secure 2.0
    • Fraud Counseling with Fiserv Risk Analysts
    • CardTracker Compromised Cards
    • Fraud Reports
    • CardValet
    • Tokenization’
    • EMV

    For each tool, we’ll cover what it is, how you use it, and the best strategies to make the most of it to assist in your fraud remediation efforts.

  • General Ledger Daily Tasks

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 35m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    What could be better than a checklist of daily general ledger tasks?  Think how much more efficient your GL efforts would be if you could be assured you’ve covered everything and know that your members’ accounts are accurate with postings, transfers, and other daily activity.  After attending this session, you will be able to:

    • Determine which daily balancing reports to use and know how to work them
    • Review exception reports for shares, loans, and the general ledger
    • Review tools to help you with exceptions and balancing
  • General Ledger: Balancing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  48m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the General Ledger 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 institution daily balancing
    • Using GL clearing accounts
    • Close the GL in Episys
  • General Ledger: Basics

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

    This is a Core Curriculum recording and is based on the General Ledger 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:

    • GL Chart of Accounts
    • Inquiring into GL accounts
    • GL Translation Table
    • Running GL reports
  • General Ledger: GL Posting Reversal

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  4m
    COST:  $79 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

  • General Ledger: Search GL Manager

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  7m
    COST:  $75 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

  • General Ledger: Specialized Transactions

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 31m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the General Ledger 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 recording you will learn about:

    • Posting GL transactions in Teller Transactions and in GL Posting
    • Performing a GL Transaction History inquiry
    • Generating a GL Transaction Register
    • Performing Accounts Payable functions
    • Performing depreciations and accruals
  • Getting Good Data: Synergy Reports Module

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

    Looking for new ways to organize your reporting needs and get good data quickly?  In this webinar we will focus on the Synergy Reports module to help you:

    • Find what you are looking for easily and efficiently when researching challenges by understanding report structure and search functionality
    • Personalize the way you need your data by building and using Custom Views and Excel Templates
    • Go paperless! Establish quick access to your daily work using Quick Saves and Favorites
    • Share your findings using different Print and Export options
  • Getting Started with Episys: Part 1, Episys Basics

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  21m
    COST:  $79 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Getting Started with Episys 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.

  • Getting Started with Episys: Part 2, Account Manager

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

    This is a Core Curriculum recording and is based on the Getting Started with Episys 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.

  • Getting Started with Episys: Part 3, Performing Specfile Inquiries

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

    This is a Core Curriculum recording and is based on the Getting Started with Episys 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.

  • Getting Started With Episys: Part 4, File-Maintaining Accounts

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  13m
    COST:  $79 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Getting Started with Episys 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.

  • 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 a Technology 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 a Technology 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

     

  • IRAs and Other Tax-Deferred Shares

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  59m
    COST:  $79 (no charge with a Technology 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 a Technology 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
  • iTalk Audio Response

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  42m
    COST:  $79 (no charge with a Technology 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