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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  • 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
  • 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!

  • Limit Changes

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  2m 41s
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation on how to change limits in Client Workstation.

  • Loan Adjustments: Save Time by Using Recast

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

    Let’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.

  • 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.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 a Technology 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 a Technology 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 a Technology 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 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.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 IRA Processing in Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 7m
    COST:  $119 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    It’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
  • Mastering the Supervisor Role in Synergy

    LEVEL:  Intermediate
    CATEGORY:  Technology
    DURATION:  53m
    COST:  $119 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for an in-depth look at the important role of the Supervisor in setting up and managing the Synergy archival product and learn how to:

    • Manage authorities for users and groups to ensure users have access to what they need while preventing access to functionality they shouldn’t touch
    • Set up Supervisor and Native users
    • Perform advanced Supervisor activities, including Audit Searches and Chain of Custody
  • Mastering Transfers in Episys

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 46m
    COST:  $119 (no charge with a Technology 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
  • Maximizing Episys User Security

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

    This webinar provides a deeper look into Episys user security and covers how to drill down to set up restrictions that address more than certain transactions.  Register for this webinar today and learn how to:

    • Restrict specific fields in Episys records
    • Restrict GL accounts
    • Create a report that monitors restricted-access fields
    • Set up user records to limit access to restricted accounts
  • Maximizing Your Fiserv Transaction Journal Research

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  44m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you frustrated by the amount of time and effort it takes to do transaction research? If so, join us for this informative webinar on Fiserv’s Transaction Journal and learn about using filters, Excel downloads, and transaction codes to speed up the process. We’ll cover how to identify EMV, Tokenized, and CardValet transactions, and discuss which default columns you should be using, common denials, and how to figure out if there is a card vs. merchant issue. To wrap up, we’ll do some practice exercises together so you can see the process in action.

     

  • Miscellaneous Processing: Updating Inventory Fees

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

  • Mobile Banking and Remote Deposit Capture

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 5m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    In our increasingly mobile world, members are turning to Mobile Banking and remote deposits more than ever.  Join us for a closer look at how to support your Mobile Banking users, as well as how to process remote deposits via Remote Deposit Capture.  You won’t want to miss this timely webinar!

  • New Accounts: Using EMA

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 18m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the New Accounts (Enhanced Member Application) 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 a new account
    • Modifying an account
    • Creating mail-only records
    • Placing warnings
    • Closing and reopening accounts
    • Creating additional shares
    • Creating transfers
    • Creating holds
    • Creating notes and comments
  • Opening New Accounts with the MAW

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 29m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Whether you’re new to the Episys Account Opening process, or simply need a refresher course on how to process membership applications, this session is for you!  Join us as we walk through each aspect of Account Opening using the Member Application Workflow (MAW).  After attending this session, you will be able to:

    • Open an account using the Application Wizard and workflow
    • Create and revise name records using the MAW
    • Create new share accounts and IRS records
    • Create overdraft transfer records
  • Ordering a Replacement Token

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  1m
    COST:  $79 (no charge with Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

  • Payroll and EFT Processing in Episys

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

    This fast-paced advanced webinar will provide you with a good working knowledge of payroll and EFT processing.  You’ll learn how to change payroll amounts for specific payroll and SEG groups (such as for teachers during the summer months), how to use the EFT Repeat File Maintenance function to maximize member payroll, how to troubleshoot payroll exceptions and posting issues, how to efficiently review the EFT/Payroll reports, and much more.  If you know the basics, now’s the time to master some more advanced skills.  Register today and increase your skills in payroll and EFT processing in Episys!

  • Performing Loan Adjustments from Basic to Complex

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

    This webinar will take you through the oftentimes confusing and complicated process of performing loan adjustments.  Starting with a simple loan adjustment, you will learn the process involved to complete an adjustment.  After attending this session, you’ll be able to:

    • Perform loan adjustments, both manual adjustments and using Loan Recast
    • Make manual adjustments on 360-day interest mortgages
    • Perform the file-maintenance required to successfully complete an adjustment
  • PointAccess

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  14m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the PointAccess 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:

    • Installing the extract utility
    • Transferring the data from Episys
    • Creating queries and reports
    • Compacting and repairing the database
    • Table and field listing
  • Printer Format: PF Settings in Episys

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

  • Reassigning a Token

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

  • Red Flag Tracking in Episys

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