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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, Episys, and more for just pennies a day. READ MORE>>
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Episys 2016.01 Release Highlights
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 48m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Episys 2017.00 Release Highlights
LEVEL: n/a
CATEGORY: Technology
DURATION: 51m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Episys 2017.01 Release Highlights
LEVEL: N/A
CATEGORY: Technology
DURATION: 57m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Episys 2018.00 Release Highlights
LEVEL: N/A
CATEGORY: Technology
DURATION: 16m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Episys 2018.01 Release Highlights
LEVEL: N/A
CATEGORY: Technology
DURATION: 13m
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Episys Core Reports
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 28m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comConfused 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
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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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.comVenturing 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. You won’t want to miss even a second of this fact-filled 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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Episys Participation Module Overview (Product Demo)
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 53m
COST: Free! No Subscription Required!
CONTACT: LearningCenter@synergentcorp.comAre 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
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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Episys User Security
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 10m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comAre 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
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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Escrow
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 54m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Escrow training manual. 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
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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Exploring the Loan Record
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 38m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comWith 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
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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Financial Reporting Tools
LEVEL: Advanced
CATEGORY: Technology
DURATION: 1h 26m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comAre 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
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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Fraud Tools: Best Practices
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 1h 23m
COST: $119 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comYou 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.
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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Fraud Tools: CardTracker Compromised Cards
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 10m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers the Compromised Cards application in Client Workstation. This application is used to view your Compromise Alerts from Visa/MasterCard.
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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Fraud Tools: CaseTracker
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 7m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers the CaseTracker application of Client Workstation. This application is used to manage your Enfact cases.
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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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.comThis 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.
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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Fraud Tools: Enfact and Real Time
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 10m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers what Enfact Real Time is and understanding how your cardbase is set up to use it. You will learn how to find out the following: At what score your cases create, transactions deny and cards restrict. We will also cover how to create Enfact exemptions and what it means to create one.
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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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.comSteve 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.
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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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.comThis 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.
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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Fraud: Educating Your Members
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 53m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comYou 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.
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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Fraud: Tools & Strategies, Part 1
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 43m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comYou 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.
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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Fraud: Tools & Strategies, Part 2
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 53m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comPart 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.
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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General Ledger Daily Tasks
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 35m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comWhat 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
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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General Ledger: Balancing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 48m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the General Ledger training manual. In this webinar you will learn about:
- Performing institution daily balancing
- Using GL clearing accounts
- Close the GL in Episys
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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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.comThis is a Core Curriculum recording and is based on the General Ledger training manual. In this webinar you will learn about:
- GL Chart of Accounts
- Inquiring into GL accounts
- GL Translation Table
- Running GL reports
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
