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>>   

Synergent recommends Google Chrome for the best results when viewing recordings.  Microsoft Edge is currently not supported for WebEx recordings.  Viewing recordings on mobile devices is not currently supported by our webinar vendor.

What do you want to learn next?  Click here to take a brief 2-question survey on your ideas for future training sessions.

  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • Synergent Card Claims Form

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

     

     

     

     

     

     

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • 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.

    Register to WatchFeedback
  • Teller Transactions: Transaction Processing

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  2h 8m
    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: Transaction Processing training manual.  In this webinar you will learn about:

    • Reviewing the member profile screen
    • Using transaction codes
    • Processing share and loan transactions
    • Analyzing member transaction history

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

    Register to WatchFeedback
  • Terminal Reports

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  8m
    COST:  $79 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    This presentation covers Fiserv terminal reports: TD10, TS10, TD11, TD50, TD58 and TM50M.

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

    Register to WatchFeedback
  • Terminals

    LEVEL:  Beginner/Refresher
    CATEGORY:  Payments
    DURATION:  7m
    COST:  $75 (no charge with a Payments Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Presentation on the Terminal 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.

    Register to WatchFeedback
  • The Life of a Check

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

    This session covers the life of a check from deposit to return.

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

    Register to WatchFeedback
  • TJ: EMV Transactions in Transaction Journal

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

    This session covers how to identify a chip/EMV transaction in the Transaction Journal application of CWSi.

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

    Register to WatchFeedback
  • TJ: Researching a Transaction in TJ

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

    This session covers how to research debit card transactions with the Transaction Journal 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.

     

    Register to WatchFeedback
  • TJ: The Speedy Reference Guide and How to Read It

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

    This session will teach you how to read all of the panels in the Speedy Reference Guide which is used to understand Transaction Journal (TJ).

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

    Register to WatchFeedback
  • TJ: Token Transactions in Transaction Journal

    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 identify token transactions in the TJ 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.

    Register to WatchFeedback
  • TJ: Transaction Journal: Setting Defaults

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

    We will show you which columns you should add to your TJ Custom Column list and how to do so.

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

    Register to WatchFeedback
  • Tokenization: Coming Up to Speed

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

    You’ve heard about Apple, Android, and Samsung Pay, but have you heard that Visa Checkout, Master Pass, and Netflix are tokenizing too? Join us for a comprehensive review of each of these tokenized payment applications and delve into topics such as:

    • Comparisons of the three Pays
    • How to provision each Pay
    • Transaction and provisioning research
    • What is Visa Checkout and MasterPass?
    • Why do I see new Token Requestor IDs on my CD12, and what do I do with them?

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

    Register to WatchFeedback
  • Understanding Charge-Offs in Episys

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

    How familiar are you with the charge-off process in Episys? Do you know which reports to look at, or how to create a custom EasyWriter report for this purpose? In this webinar we’ll review the process, including the fields that need to be file-maintained when a share or loan is charged off. Attend this session and you’ll be able to:

    • Know which fields are affected when you charge off a loan or share
    • Review the credit bureau fields after the charge-off is completed
    • Manage the charged-off loan using the Collections package and reports
    • Add fees to a charged-off loan
    • Reverse a charged-off loan

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

    Register to WatchFeedback
  • Understanding Episys Help Files and Letter Files

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology
    DURATION:  1h 22m
    COST:  $119 (no charge with a Technology Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    Learn how to take advantage of Episys Help files and Letter files to increase your credit union’s efficiency.  Did you know that you can easily create a custom Help file for most Episys fields so that you always have valid values and other information at your fingertips?  Do you know how Letter files are used in conjunction with other Episys functionality?  Attend this webinar and learn all this and more:

    • Locate specific Help files and Letter files
    • Create and update these files
    • Access Letter files in Teller Transactions
    • Use Letter files to update messages in various areas of Episys

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

    Register to WatchFeedback