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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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General Ledger: GL Posting Reversal
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 4m
COST: $79 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIf 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: Search GL Manager
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 7m
COST: $75 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIf 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: Specialized Transactions
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 31m
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 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
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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Getting Good Data: Synergy Reports Module
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comLooking 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
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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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.comThis is a Core Curriculum recording and is based on the Getting Started with Episys training manual.
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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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.comThis is a Core Curriculum recording and is based on the Getting Started with Episys training manual.
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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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.comThis is a Core Curriculum recording and is based on the Getting Started with Episys training manual.
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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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.comThis is a Core Curriculum recording and is based on the Getting Started with Episys training manual.
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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Helping Credit Unions Succeed: Merrimack Valley Case Study
LEVEL: N/A
CATEGORY: Other
DURATION: 4m 27s
COST: Free! No subscription needed!
CONTACT: LearningCenter@synergentcorp.comSynergent’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.
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Impacting Your Bottom Line With Targeted Marketing
LEVEL: N/A
CATEGORY: Marketing Services
DURATION: 3m 36s
COST: Free! No subscription needed!
CONTACT: LearningCenter@synergentcorp.comShannan 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.
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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.comDirect 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.
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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.comDigital 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.
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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.comAs 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
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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Inventory Creation
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 19m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Inventory Creation training manual. 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
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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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.comThis is a Core Curriculum recording and is based on the IRAs and Other Tax-Deferred Shares training manual. 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
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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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.comIRA 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
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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iTalk Audio Response
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 42m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the iTalk Audio Response training manual. 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
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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iTalk Upgrade Release Highlights
LEVEL: N/A
CATEGORY: Technolog
DURATION: 58m
COST: Free
CONTACT: LearningCenter@synergentcorp.comJoin 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!
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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Loan Adjustments: Save Time by Using Recast
LEVEL: Advanced
CATEGORY: Technology
DURATION: 1h
COST: $119 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comLet’s take the confusion out of loan adjustments once and for all! During this fast paced webinar, we’ll take an in-depth look at the Recast feature in Episys and you will learn how using it can make the process of adjusting a loan much easier. After attending this session, you‘ll have all the knowledge and skills needed to perform loan adjustments quickly and accurately.
IMPORTANT: Please note that this recording is in MP4 format and is best viewed in Internet Explorer. If you receive an error message when you click the link but see the Play button at the bottom left of the window (shown below), go ahead and click the button and the recording will launch. If you have any difficulty viewing the recording, please contact LearningCenter@synergentcorp.com.
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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Loans: Account Manager
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 34m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Loans: Account Manager training manual. In this webinar you will learn about:
- Create and revise various loan records
- Analyze fields and their functionality
- Perform loan inquiries
- Review 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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Loans: Application Processing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 3m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Loans: Application Processing training manual. 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
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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Loans: Enhanced Loan Application (ELA)
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 20m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Loans: Enhanced Loan Application (ELA) training manual. In this webinar you will learn about:
- Creating loan applications
- Processing loan applications
- Funding and disbursing loan 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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Loans: Participation Lending
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 19m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Loans: Participation Lending training manual. 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
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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Making the Most of Your FM Journal
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 20m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comEver 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
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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Mastering IRA Processing in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 7m
COST: $119 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comIt’s IRA season again, and the perfect time to refresh your knowledge and skills on IRAs, required minimum distributions, and tax reporting in Episys. In this advanced webinar, we’ll dive head-first into the IRS record and learn how IRA distributions work, how to calculate RMDs, and how tax processing works in Episys. After attending this session, you’ll be able to:
- Open tax-deferred shares with confidence
- Navigate IRA records with ease and know the required fields and values
- Calculate RMDs and set up automatic distributions
- Set up distributions due to death (spouse and non-spouse)
- Review tax forms in Episys and know what to look for
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
