Transfers: How, When, and Why

10/11/2018 | 10:00 am - 11:00 am ET
Level: Intermediate
Location: Webinar
Cost: $119 per registered attendee; no charge with a Technology Subscription
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.  In this webinar we will cover:

  • Selecting the appropriate transfer record for each member situation
  • Setting up Transfer records appropriately
  • Determining when a Transfer record will transfer the funds
  • Understanding how transfer-related jobs affect the behavior of each transfer type



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