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, Episys, and more for just pennies a day. READ MORE>>   

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  • EasyWriter: Creating Specialized Reports

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  1h 19m
    COST:  $119 (no charge with a Technology 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 a Technology 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
  • EFT FM Repeat: Payroll, Bill Payments & ACH Origination

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

  • EFTs, Distributions, and Transfers

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 4m
    COST:  $119 (no charge with a Technology 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 a Payments 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:  $79 (no charge with a Payments 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!

  • Episys 2016.01 Release Highlights

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  48m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2016.01 release. Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements 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!

  • Episys 2017.00 Release Highlights

    LEVEL:  n/a
    CATEGORY:  Technology
    DURATION: 51m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2017.00 release.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements 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!

  • Episys 2017.01 Release Highlights

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  57m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2017.01 release.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements 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!

  • Episys 2018.00 Release Highlights

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  16m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2018.00 release.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements 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!

  • Episys 2018.01 Release Highlights

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  13m
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the 2018.01 release.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements 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!

  • Episys Card Records and Client Workstation

    CATEGORY:  Technology, Payments
    DURATION:  1hr 10m
    COST:  $119 (no charge with a Technology or Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You’ve learned about Episys Card records, and you’ve learned about Client Workstation … but what could be better than learning about both at once, and finally understanding how they work together?  Join us to get the scoop on these two tools you use every day, including:

    • Creating new card records in both systems
    • Viewing and working with reports in both systems
    • Researching transactions in both systems
    • How the systems communicate with each other

    Please contact LearningCenter@synergentcorp.com for the link to this recording.  It will be provided only to those credit unions that use both Episys and Client Workstation services through Synergent.

  • Episys Core Reports

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION: 1h 28m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Confused by the sheer magnitude of all the Episys core reports?  How do you keep track of all the various reports and know which ones are generated automatically and which you can run manually on demand?  Join us for a crash course on the core reports provided by Episys.  Whether you’re new to the system or an experienced user, this webinar provides you with what you need to know about the available reports, when they are created, how to use them, and how they are generated.  In this webinar, you will learn:

    • Which reports are available in Print Control and how long they are available
    • Which reports can be run manually
    • How to search within a report, print it, and export it to Microsoft Excel®
    • How “Work a Report”  functions in Teller Transactions
  • Episys Parameters: From the Beginning

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 22m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Venturing into Episys Parameter Manager can be daunting, especially if you’re new to the system or haven’t worked on parameters in a while.  In this webinar, we’ll start from the beginning and provide an overview of the parameters for receipt printing, check and money order fee transactions, and miscellaneous parameters.  You’ll even learn how to add user-defined fields in Account, Share, Loan, Inventory, and Application records.  Register today … you won’t want to miss even a second of this fact-filled webinar!

  • Episys Participation Module Overview (Product Demo)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION: 53m
    COST:  Free!  No Subscription Required!
    CONTACT:  LearningCenter@synergentcorp.com

    Are you interested in sharing loan risk and income among partner organizations?  If so, the Participation Loans module in Episys is for you!  This module enables you to administer the sale of portions of your loan portfolio to other financial institutions and investors.  In this webinar we will cover the setup and functionality of this module from creation to repayment, including:

    • How the Participation Loans module interacts with other areas of Episys
    • Creating participant and participation records
    • Creating participation loans and pools of loans
    • Assessing service fees for origination and servicing
    • How investors can be repaid for their portion of principal, interest, and late charges as loans are paid off
  • Episys User Security

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

    Are you aware of all the features and benefits Episys user security has to offer? If you’re not using Security Group privileges and want to start, this is the course for you!  In this introductory session, you will learn all about how to:

    • Set up restrictions for user accounts
    • Restrict users from editing certain fields
    • Restrict users from accessing reports
    • Create Security Groups and assign groups to users
  • Escrow

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  54m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Escrow 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 an escrow share
    • Updating loan records with escrow information
    • Creating, revising, and deleting AP Vendor records
    • Performing Vendor record inquiries
    • Creating the escrow analysis
    • Creating loan escrow
    • Viewing the escrow summary
    • Processing escrow disbursements
    • Viewing escrow reports
    • Reviewing escrow analysis reporting
  • Exploring the Loan Record

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

    With over 550 fields, the Episys Loan record can feel overwhelming at times.  Join us for this in-depth webinar as we cover the use and purpose of some of the more complex fields, including fields related to FASB 91, the Payment Application Method, and Payment Buckets.  We will also review a few loan sub-records and wrap up with a look at the interest index rate parameters.  After attending this session, you’ll be able to:

    • Understand the use of the more complex Loan record fields
    • Add additional sub-records when needed
    • Use the Loan User Field Names parameter to add custom fields to the Loan record
    • Update and maintain interest index rate changes
  • Files Refresh: MVFE & PBF Files

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  2m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    In this session we go through the Files Refresh application of Client Workstation. This application holds your MVFEs and PBFs (card maintenance and balance files).

  • Financial Reporting Tools

    LEVEL:  Advanced
    CATEGORY:  Technology
    DURATION:  1h 26m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you utilizing all the financial reporting functionality Episys can deliver?  Having access to financial data is key to measuring the performance and overall health of your credit union.  In this advanced session, you will learn about:

    • Generating and exporting financial reports such as the Chart of Accounts, Balance Sheet, Income Statement, Budget Report, and Trial Balance
    • Loading budget figures to specific GL records to increase efficiency
    • Utilizing EOM data for shares, loans, and cards via PointAccess to assist in your financial reporting
    • Taking advantage of the eSnapshot feature to show a “snapshot” of your credit union’s position in several key areas
  • Fraud Tools: Best Practices

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1h 23m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    You have the tools … but are you getting the most out of them? In this live recorded session, we will cover all of the major debit card fraud tools, products, and reports.

    • How often do you really have to check on Enfact cases?
    • What exactly happens when you exempt a member from Enfact?
    • How do you track down the culprit of those Visa CAMS alerts?

    We will cover all this and more! A basic understanding of the Fiserv Fraud Tools is strongly recommended to attend this webinar

  • Fraud Tools: CardTracker Compromised Cards

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

    This session covers the Compromised Cards application in Client Workstation. This application is used to view your Compromise Alerts from Visa/MasterCard.

  • Fraud Tools: CaseTracker

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

    This session covers the CaseTracker application of Client Workstation. This application is used to manage your Enfact cases.

  • Fraud Tools: CM45 – Case Status Report

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

    This session covers the CM45 report and how to work your Enfact cases. All credit unions receive this report, though the CaseTracker application can be easier to use if you have access.