Mastering Transfers in Episys

03/23/2017 | 9:30 am - 11:00 am ET
Level: Beginner/Refresher
Location: Webinar
Cost: $119 per attendee (no cost to subscribing credit unions; please log in)
Contact: Synergent Learning Center at

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


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.