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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  • Red Flag Tracking in Episys

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

  • Regulation E Tracking

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  6m
    COST:  $79 (no charge with Technology Education Subscription)
    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.

  • Reports to HTML

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

  • Resetting PIN Tries

    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 reset a member’s PIN tries on their debit card.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Same-Day ACH Origination

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 15m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    On 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.

  • Samsung Pay

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  11m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • 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.com

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Shared Branching Check Images Portal

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  3m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Shared Branching: Policies & Transactions

    CATEGORY:  Payments, Technology
    DURATION:  40m
    COST:  $79 (no charge with a Technology or Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This 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.

  • Shared Branching: Tools & Fraud Best Practices

    CATEGORY:  Payments, Technology
    DURATION:  30m
    COST:  Free
    CONTACT:  LearningCenter@synergentcorp.com

    With 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.

  • SPC – Adjustments: Cardholder Disputes

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

    This 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.

  • SPC Adjustments: Your Cardholder At a Foreign Terminal

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  3m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This session covers how to perform an adjustment for your cardholder not receiving cash at a foreign terminal. This is done through 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.

  • Spotlight Solution: The Simple App Menu (SAM)

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  1m 53s
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Meet SAM, the Simple App Menu that provides a user-defined HTML menu of on‑demand specfiles that can be accessed from the Specfile drop-down field in the following areas:

    • Account Manager
    • Teller Transactions
    • Collections
    • Application Processing

    SAM enables you to redesign and display your Specfile drop-down programs in a user-friendly HTML display, making it easier and more efficient for your staff to locate the items they need quickly.

    The Spotlight Solutions series 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.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Spotlight Solution: Challenge Question Module

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  2m 24s
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    Synergent’s latest solution, the Challenge Question module, provides an additional layer of security for front-line and call center staff, in an effort to prevent possible fraud from impacting your members.

    The Spotlight Solutions series 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.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Spotlight Solution: Member Fee Manager

    LEVEL:  N/A
    CATEGORY:  Technology
    DURATION:  2m 7s
    COST:  Free!  No Subscription Needed!
    CONTACT:  LearningCenter@synergentcorp.com

    The newly developed Member Fee Manager provides the opportunity to reverse a share or loan fee that was posted with the source code of F (for fee). You can access this screen from the Specfile drop-down field in either Account Manager or Teller Transactions.

    NOTE:  The Member Fee Manager was enhanced in March 2018.  Please refer to the updated job aid.

    The Spotlight Solutions series 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.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Streamlining the Accounts Payable Workflow

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

    Take your Accounts Payable process to the next level and save yourself time and effort by streamlining the AP workflow.

    • Add powerful efficiencies to the process of reviewing and processing invoices.
    • Discover the simple steps to organizing your AP process by using a separation of authorities.
    • Customize the AP workflow to its maximum potential to suit your needs.
    • Incorporate user restrictions to create defined roles in AP processing.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Subaccounts, Overheads, and Distributions

    LEVEL:  Advanced
    CATEGORY:  Technology
    DURATION:  1h 15m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Looking to expand your knowledge on subaccounts?  Do you know how to allocate funds in an overhead GL to several other GLs?  In this webinar, we’ll take an in-depth look into accrual and allocation postings.  Join us and learn how to:

    • Update current subaccounts
    • Create subaccount types other than fixed assets and prepaids
    • Build an overhead GL and prepare distribution tables
    • Run jobs and learn which reports are available

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Synergent and Fiserv Output Solutions

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

    A brief overview of Fiserv Output Solutions, Synergent’s plastics partner.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Synergent Card Claims Form

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  21m
    COST:  Free (no subscription needed)
    CONTACT:  LearningCenter@synergentcorp.com

     

     

     

     

     

     

  • Synergy Accounts Payable Scanning

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  46m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Synergy Accounts Payable Scanning training manual.  In this webinar you will learn about:

    • Scanning, importing, and indexing invoices in Synergy Capture
    • Processing invoices in Episys
    • Accounts Payable parameters 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.

  • Synergy Capture

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  28m
    COST:  $79 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Synergy Capture training manual.  In this webinar you will learn about:

    • Signing on to Synergy Capture
    • Importing documents
    • Scanning documents
    • Indexing
    • Working with batch templates
    • Creating scan profiles
    • Setting Capture preferences

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • TBS Credit Card System

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  56m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This live recorded session provides an overview of the screens you use on a daily basis in the TBS Credit Card System, and even some of the more uncommon ones. Topics/screens to be covered include lost/stolen, transfer of balances, rush cards, authorization inquiry, new accounts, EMV, tokens, and more! This webinar is intended for those who are new to the credit card system or would just like a refresher of all the screens.

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.

  • Teller Balancing: Part 1, Teller Totals & Tips

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  24m
    COST:  $79 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Teller Transactions: Balancing 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.

  • Teller Balancing: Part 2, Exercise and Balancing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  32m
    COST:  $79 (no charge with Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Teller Transactions: Balancing 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.

  • Teller Transactions: Specialized Transactions

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

    This is a Core Curriculum recording and is based on the Teller Transactions: Specialized Transactions training manual.  In this webinar you will learn about:

    • Transferring funds within and between accounts
    • Requesting and performing overrides
    • Performing GL transactions
    • Performing non-monetary transactions
    • Voiding transactions
    • Performing bulk transactions
    • Performing teller transactions with a cash dispensing machine (CDM)

    If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.