Upcoming Events  

 
May2016
05Thu

Webinar

1:00 PM - CO-OP Mobile (new)

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

This training session will cover the back office Client Portal applications CIMple Access and EZAdmin .  These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users. 

  • CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. 
  • EZAdminis used to proof RDC imaged checks and include them in the cash letter to your item processor.

 

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services credit unions who are participating in the New CO-OP Mobile program. The training session specifically targets back office staff members responsible for managing member enrollment and approving RDC images.  

 

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Upcoming Sessions link for the date you wish to attend.

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06Fri

Webinar

11:00 AM - Debit Reports - Visa Check Card

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Various reports are available to provide information about Visa Check Card processed activity. The information provided in these daily reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

Reports covered during the Debit Reports training session include:

Daily Reports

  • Cardholder Activity - Gateway
  • VisaNet Daily Settlement

Settlements Reports

  • Financial Summary
  • VisaNet DCS Miscellaneous Report
  • VisaNet DCS Fee Related
  • Fee Collection and Funds Disbursment
  • Monthly Settlement Summary
  • VisaNet Settlement Service
  • Visa Check Quarterly

Session Details

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Visa Check Card signature-based processing for debit cards with CO-OP Financial Services.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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09Mon

Webinar

11:00 AM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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09Mon

Webinar

1:00 PM - End of Month Reports

Session Overview

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes:

  • Institution Fee Summary by Bill Group
  • Institution Fee Settlement - Bill Group
  • Terminal Fee Summary
  • Terminal Fee Settlement
  • Terminal Service Detail
  • Cardholder Foreign Items Analysis
  • Terminal Foreign Items Analysis
  • Processor Performance Evaluation
INTENDED AUDIENCE
This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.
RECOMMENDED PREREQUISITES
Daily Cardholder/Terminal Reports
TRAINING DELIVERY METHOD
Live Webinar

INTENDED AUDIENCE

This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.

RECOMMENDED PREREQUISITES

Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD

Live Webinar

 

 

Session Details

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10Tue

Webinar

11:00 AM - Cardholder Maintenance

SESSION OVERVIEW
Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data.

Information covered during the Online Cardholder Maintenance training session includes:

  • Adding New Cardholders and Accounts
  • Restricting Cards and/or Account Access
  • Maintaining Existing Cards

Session Details

INTENDED AUDIENCE
This session is recommended for credit union employees in a Card Services and/or Information Technology department. Specifically, those responsible for card ordering and maintaining cardholder data.

RECOMMENDED PREREQUISITE
NONE

TRAINING DELIVERY METHOD
Live Webinar

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10Tue

Webinar

11:00 AM - Daily Cardholder Reports

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Reports containing cardholder information are generated on a daily basis. The information provided in these reports can be used to assist with reviewing:  Cardholder Activity, Adjustment Activity, Card Activation/PIN Changes, CO-OP Daily Settlement, Batch File Results, and After-Hours Hotcarding Activity.

Reports covered during the Daily Cardholder Reports training session include:

  • Daily Totals Recap
  • Cardholder Activity
  • Issuer Adjustment for Interchange
  • Cardholder Deposit Activity
  • Cardholder Suspect Activity
  • AP Maintenance Report by PAN
  • APBatch2
  • Card Activation/Pin Change
  • Daily Hot Card Activity

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department. Specifically those individuals who deal with card issuance, transaction research, dispute resolution and settlement of cardholder activity.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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16Mon

Webinar

11:00 AM - CardNav and mConsole

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CardNav by CO-OP lets members manage the use of their debit and credit cards using a smartphone app. It's great for business members whose employees use company cards, for parents wishing to monitor their children's spending and for anyone wanting to ensure their cards are being used how they want, where they want.

CardNav by CO-OP also adds another layer of security for your members and their cards. It does so by allowing your Members to deactivate their cards in real-time when not in use, and set alerts that will let them know if a card is used in an unusual or unapproved manner based on controls the member has set in place. 

During this training we will provide you with a quick overview of the CardNav App. In addition, you will learn about the Management Console tool for CardNav, known as mConsole. mConsole is an application for credit union representatives to provide member support and perform analysis of CardNav member usage.

The mConsole portion of this training will cover the following topics:

  • An Introduction and Login Instructions
  • Navigation & Dashboard Overview
  • Customer Support Functions
  • Reports
  • FI Config View
  • Troubleshooting Common Member Problems

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services Credit Unions who are participating in the CardNav program. The training session specifically targets front-line credit union employees with member contact.

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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16Mon

Webinar

1:00 PM - Extranet

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

With the CO-OP Financial Services Extranet, member credit unions have access to:

  • Update credit union and contact information
  • Add, edit, or delete existing products and programs
  • Complete necessary forms online
  • Retrieve EMS Exception Item notifications
  • Obtain contact information for other CO-OP Financial Services credit unions
  • CO-OP Financial Services Operating Rules and Regulations online
  • CO-OP Financial Services manuals and user guides online
  • Order marketing materials online

The Extranet training session will cover all of the functions available to you. 

INTENDED AUDIENCE

This session is recommended for all CO-OP Financial Services member credit union employees who are granted Extranet access.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

Session Details

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17Tue

Webinar

11:00 AM - Daily Terminal Reports

RECOMMENDED PREREQUISITE

Daily Cardholder Reports

SESSION OVERVIEW

Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Terminal Reports training session include:

  • Terminal Activity
  • Terminal Cash Balance
  • Acquirer Adjustment for Interchange
  • Terminal Deposit Activity
  • Terminal Suspect Activity
  • Acquirer Surcharge Fee

INTENDED AUDIENCE

This session is recommended for credit union employees responsible for settlement, ATM functionality and cash ordering and balancing of terminals.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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17Tue

Webinar

11:00 AM - Refresh Your Digital Banking

Mobile and online banking play a central role in daily life. If your digital banking hails from a simpler time, you need a refresh. By sharpening your digital strategy and choosing the right tools, you gain a competitive edge - and improve profitability in the process.

Session Details

In our upcoming 30-minute webinar: "Refresh Your Digital Banking," on Tuesday, May 17 at 11am PT / 2pm ET you'll learn: 

- Which mobile and online features win member loyalty
- What steps credit unions can take now to update their digital offerings and deepen member relationships
- How a comprehensive digital banking and bill pay solution can give you a competitive edge

Plus, see a demo of ourDigital Banking solution with CO-OP Bill Pay- a seamless mobile and online experience for an increasingly digital world.

Are you ready for next-level digital banking?

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17Tue

Webinar

1:00 PM - Balancing for Check Imaging ATMs

SESSION OVERVIEW

This session provides a review of balancing procedures for CO-OP Check Imaging enabled ATMs.    

The agenda for this session includes: 

  • Benefits of CO-OP Check Imaging
  • EZAdmin Daily Credit Union Procedures
  • Daily Reconciliation Procedures
  • Handling Out of Balance Situations
  • Additional Functions
  • Resources and Support

 

Session Details

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session. 

INTENDED AUDIENCE

This session is recommended for credit union employees who utilize EZAdmin and  are responsible for the daily and balancing procedures for CO-OP Check Imaging enabled ATMs. 

TRAINING DELIVERY METHOD

Instructor-Led Webinar

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18Wed

Webinar

1:00 PM - DataNavigator PIN-Based Exception Processing

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator PIN-Based Exception Processing training session includes:

  1. Logging into DataNavigator
  2. Exception Item Overview
  3. Processing Chargebacks or Representments
  4. Case Search
  5. Exception Email Notifications & Summary Email Report

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for processing deposits and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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20Fri

Webinar

11:00 AM - DataNavigator Transaction Research

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered in DataNavigator Transaction Research includes:

  1. Logging into DataNavigator
  2. Navigating in DataNavigator
  3. Searching & Identifying Transaction Detail
  4. Customizing Views and Grids
  5. Features, Preferences and Help

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for research and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above

Session Details

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23Mon

Webinar

11:00 AM - CO-OP Mobile (new)

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

This training session will cover the back office Client Portal applications CIMple Access and EZAdmin .  These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users. 

  • CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. 
  • EZAdminis used to proof RDC imaged checks and include them in the cash letter to your item processor.

 

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services credit unions who are participating in the New CO-OP Mobile program. The training session specifically targets back office staff members responsible for managing member enrollment and approving RDC images.  

 

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Upcoming Sessions link for the date you wish to attend.

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23Mon

Webinar

1:00 PM - Cardholder Maintenance

SESSION OVERVIEW
Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data.

Information covered during the Online Cardholder Maintenance training session includes:

  • Adding New Cardholders and Accounts
  • Restricting Cards and/or Account Access
  • Maintaining Existing Cards

Session Details

INTENDED AUDIENCE
This session is recommended for credit union employees in a Card Services and/or Information Technology department. Specifically, those responsible for card ordering and maintaining cardholder data.

RECOMMENDED PREREQUISITE
NONE

TRAINING DELIVERY METHOD
Live Webinar

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25Wed

Webinar

1:00 PM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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27Fri

Webinar

1:00 PM - MasterCard Debit Reports and Settlement Overview

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Information covered during the MasterCard Debit Reports and Settlement Overview Training Session includes:

Part I - Review of Daily and Settlement Reports

  • Cardholder Activity - Gateway
  • Financial Summary
  • MasterCard Daily Settlement
  • MasterCard Adjustment Report
  • MasterCard Miscellaneous Fee Report
  • MasterCard Quarterly Report (used to complete MC QMR)

Part II - Settlement Overview

The Settlement Overview portion of the training session includes information to help better understand the reports used during the settlement process as well as the mathematical equations used to verify net totals.

Session Details

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Debit MasterCard signature-based processing with CO-OP Financial Services. Specifically, those credit union employees who are responsible for reading and understanding reports and offset signature based settlement.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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31Tue

Webinar

11:00 AM - End of Month Reports

Session Overview

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes:

  • Institution Fee Summary by Bill Group
  • Institution Fee Settlement - Bill Group
  • Terminal Fee Summary
  • Terminal Fee Settlement
  • Terminal Service Detail
  • Cardholder Foreign Items Analysis
  • Terminal Foreign Items Analysis
  • Processor Performance Evaluation
INTENDED AUDIENCE
This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.
RECOMMENDED PREREQUISITES
Daily Cardholder/Terminal Reports
TRAINING DELIVERY METHOD
Live Webinar

INTENDED AUDIENCE

This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.

RECOMMENDED PREREQUISITES

Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD

Live Webinar

 

 

Session Details

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31Tue

Webinar

1:00 PM - Balancing and Settlement

SESSION OVERVIEW
The Balancing and Settlement training session will provide guidelines for Terminal, Cardholder, and Institution settlement.

The first part of the webinar is a high level overview of the balancing process.  Please note -   this information is not intended to replace your credit union's balancing procedures.  However, this session will provide general guidelines for Terminal, Cardholder, and Institution balancing.  In addition, we review the Cash Dispensed and Balancing Terminal Totals worksheet for those credit unions with ATMs. 

During the settlement portion of the webinar, we will review information regarding different types of settlement including daily and end of month. 

Session Details

INTENDED AUDIENCE
This session is recommended for employees who are responsible for balancing terminals, cardholder activity, institution activity and/or daily settlement.

RECOMMENDED PREREQUISITE
Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD
Live Webinar 
- To register for an instructor-led webinar, click on a date below.

Anytime Learning Module - To register for the Anytime Learning Module which can be viewed at your convenience, click on the Anytime Learning Module link below.

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