Financial Reporting Tools

03/07/2018 | 1:30 pm - 3:00 pm ET
Level: Advanced
Location: Webinar
Cost: $119 per registered attendee; FREE for credit unions with an Education Subscription
Contact: Synergent Learning Center at

Are you utilizing all the financial reporting functionality Episys can deliver? Having access to financial data is key to measuring the performance and overall health of your credit union.  In this advanced session, you will learn about:

  • Generating and exporting financial reports such as the Chart of Accounts, Balance Sheet, Income Statement, Budget Report, and Trial Balance
  • Loading budget figures to specific GL records to increase efficiency
  • Utilizing EOM data for shares, loans, and cards via PointAccess to assist in your financial reporting
  • Taking advantage of the eSnapshot feature to show a “snapshot” of your credit union’s position in several key areas



Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.

Registrations are closed for this event.