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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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Mastering the Supervisor Role in Synergy
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 53m
COST: $119 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comJoin 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
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 Transfers in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 46m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comLet’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
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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Maximizing Episys User Security
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 27m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis 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
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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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.comAre 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.
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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Miscellaneous Processing: Updating Inventory Fees
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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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.comIn 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!
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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My Synergent: Customer Community Powered by Salesforce
LEVEL: Beginner/Refresher
CATEGORY: Technology/Payments
DURATION: 15m
COST: Free! No Subscription Needed
CONTACT: LearningCenter@synergentcorp.com -
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.comThis is a Core Curriculum recording and is based on the New Accounts (Enhanced Member Application) training manual. 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
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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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.comWhether 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
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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Ordering a Replacement Token
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 1m
COST: $79 (no charge with Payments 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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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.comThis 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!
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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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.comThis 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
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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PointAccess
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 14m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the PointAccess training manual. 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
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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Printer Format: PF Settings in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 7m
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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Reassigning a Token
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 2m
COST: $75 (no charge with Payments 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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Red Flag Tracking in Episys
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 5m
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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Regulation E Tracking
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 6m
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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Reports to HTML
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 5m
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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Same-Day ACH Origination
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 15m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comOn September 15, 2017, the Federal Reserve began processing same-day processing of virtually any ACH debit. Join us as we provide an overview of ACH Origination and walk through the changes brought about by this new ruling and what it means for you and your members. Learn about:
- Changes to same-day ACH
- Behind-the-scenes options for job setup
- Utilizing ACH Origination groups
- Reviewing the Origination 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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Samsung Pay
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 11m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers the basics of tokenization and the screens that members encounter when trying to sign up for Samsung Pay. For the credit union side of things we will show you the Visa/MasterCard application you can use to help members with provisioning as well as Fiserv reports for research and sending member’s notification.
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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Searching for Reports in Synergy User Client (SynUC)
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 7m
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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Shared Branching Check Images Portal
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 3m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers how to use the Synergent Shared Branching Portal. You will learn how to sign in, reset passwords, and conduct check searches.
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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Shared Branching: Policies & Transactions
CATEGORY: Payments, Technology
DURATION: 40m
COST: $79 (no charge with a Technology or Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis webinar focuses on the Shared Branching policies, with a focus on addressing questions that are commonly asked by our credit unions. Whether it’s voiding a transaction, searching for reports, or overcoming a balancing challenge, you’ll find the answers you’re looking for in this webinar. Learn about:
- Common policy questions
- Shared Branching corrections/reversals/voids
- Reports used in Shared Branching
- Balancing procedures (keeping the Tran code string simple)
This session is intended for credit unions using Shared Branching on the Maine network.
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Shared Branching: Tools & Fraud Best Practices
CATEGORY: Payments, Technology
DURATION: 30m
COST: Free
CONTACT: LearningCenter@synergentcorp.comWith the recent rise in fraud taking place via Shared Branching all across the country, it’s important to stay current on the rules and regulations and know how best to mitigate your risk. Join us for this free webinar to review best practices for prevention, detection, and mitigation of fraud both as an Issuer and as an Acquirer.
This is a best practices session as well as an informative “how to do it” session intended for credit union staff who are responsible for training front-line staff and building their credit union’s fraud mitigation strategies.
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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SPC – Adjustments: Cardholder Disputes
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 2m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers how to submit a cardholder dispute adjustment in the SPC application of Client Workstation.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
