Upcoming Events  

 
December2014
22Mon

Webinar

10:00 AM - PIN Security Self Audit Training for CO-OP Driven ATMs

Trainings are conducted via conference call and web connection from the convenience of your office.

This class is specifically tailored for credit unions that own atms driven by CO-OP. Each control objective in the CO-OP Financial Service PIN Security Self Audit will be discussed thoroughly. At the end of the session the participants will have an understanding of the objectives that they are already compliant with and which objectives will require written procedures created by the credit union. Class size will be limited in order to complete the session within the time period.

You can register online for this event by clicking on the Register link on the right side of the screen. If you have any questions, please contact Angela Barbera at angela.barbera@co-opfs.org.

Session Details

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23Tue

Webinar

1:00 PM - 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 is used to assist in troubleshooting and tracing each transaction to a specific end point.

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

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

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23Tue

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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29Mon

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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30Tue

Webinar

11:00 AM - 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: 

  1. Benefits of CO-OP Check Imaging
  2. EZAdmin Daily Credit Union Procedures
  3. Daily Reconciliation Procedures
  4. Handling Out of Balance Situations
  5. Additional Functions
  6. 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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30Tue

Webinar

1:00 PM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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January2015
02Fri

Webinar

11:00 AM - 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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05Mon

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 is used to assist in troubleshooting and tracing each transaction to a specific end point.

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

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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05Mon

Webinar

1:00 PM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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06Tue

Webinar

11:00 AM - Chargeback Processing - Visa

Chargeback Processing is the means of creating adjustments for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow cardholder disputes and related reporting activity.

Information covered during the Dispute and Chargeback Processing Training Session:

  • Chargeback Terminology
  • Life Cycle of a Chargeback
  • Other Dispute Resolution Methods
  • Chargeback Processing Procedures
  • Forms for Chargeback Processing
  • Reports for Chargeback Activity

If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Session Details

INTENDED AUDIENCE
This class is intended for all member credit unions that outsource their Visa/MasterCard chargeback processing to CO-OP Financial Services.

RECOMMENDED PREREQUISITE
There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

TRAINING DELIVERY METHOD
Live Webinar.

Must complete registration 24 hours before the event.

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06Tue

Webinar

1:00 PM - 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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07Wed

Webinar

11:00 AM - Balancing and Settlement

SESSION OVERVIEW
The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding "Out-of-Balance" conditions.

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 a live webinar, click the Events tab above.

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07Wed

Webinar

1:00 PM - 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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08Thu

Webinar

11:00 AM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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08Thu

Webinar

1:00 PM - MasterCard Debit Reports and Settlement Overview

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Various reports are generated to provide information about Debit MasterCard processed activity your institution will receive on a regular basis. The information provided in these reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

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

Part I - Review of Daily and Settlement Reports

  • Cardholder Activity - Gateway
  • MasterCard Daily Settlement
  • Financial Summary
  • MasterCard Adjustment Report
  • MasterCard Miscellaneous Fee Report

Part II - Settlement Overview

The Settlement Overview portion of the training session includes information to better understand reports, activity and events that can affect daily settlement.

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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09Fri

Webinar

11:00 AM - Best Practices for Dispute Processing

SESSION OVERVIEW
Best Practices for Dispute Processing
has been created to provide Credit Unions with key information needed to ensure efficient processing of cardholder disputes.

This session provides detailed information to help understand the processing which Visa and MasterCard require to submit a chargeback. Additionally, this session provides information to the Credit Unions to ensure the successful and timely processing of a chargeback.

Session Details

INTENDED AUDIENCE
This class is intended for all member Credit Unions that outsource their Visa and MasterCard chargeback processing to CO-OP Financial Services and is approximately 60 minutes in length.

RECOMMENDED PREREQUISITE
Visa Clients: Chargeback Processing for Visa
MasterCard Clients: Chargeback Processing for MasterCard

TRAINING DELIVERY METHOD
Live Webinar

Must complete registration 24 hours before the event.

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12Mon

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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12Mon

Webinar

1:00 PM - Online Microfiche

RECOMMENDED PREREQUISITE

Any of the reports webinars

SESSION OVERVIEW

Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

Information covered during the Online Microfiche training session includes:

  • Searching for specific reports
  • Viewing reports online
  • Printing reports
  • Downloading / Retrieving reports

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an Information Technology and/or Card Services department. Specifically those employees responsible for pulling reports.

TRAINING DELIVERY METHOD

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

Anytime Learning Module

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13Tue

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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13Tue

Webinar

1:00 PM - Chargeback Processing-MasterCard

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of cardholder disputes and related reporting activity.

Information covered during the Dispute and Chargeback Processing and Settlement Training Session:

  • Chargeback Terminology
  • Life Cycle of a Chargeback
  • Other Dispute Resolution Methods
  • Chargeback Processing Procedures
  • Forms for Chargeback Processing
  • Reports for Chargeback Activity

If you have any questions, please contact the CO-OP Financial Services Debit Department at debit.training@co-opfs.org.

Session Details

INTENDED AUDIENCE
This class is intended for all member credit unions that outsource their Visa/MasterCard chargeback processing to CO-OP Financial Services.

RECOMMENDED PREREQUISITE
There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

TRAINING DELIVERY METHOD
Live Webinar.

Must complete registration 24 hours before the event.

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14Wed

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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14Wed

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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15Thu

Webinar

11:00 AM - CO-OP Mobile Enrollment Site - Set-Up and Device Usage

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CO-OP Mobile grants your members the ability to gain real-time access to their account balances, make transfers, and find CO-OP Network ATMs and CO-OP Shared Branching locations right from their cellular device. CO-OP Mobile, integrated with CO-OP Next Generation Network (NGN),provides a convenient and instant access to accurate financial data for your members.

The CO-OP Mobile Enrollment Site - Set-Up and Device Usage training session provides credit union employees with:

  • An overview of CO-OP Mobile's Features and Benefits
  • An explanation of the "Member's Experience" using CO-OP Mobile
  • Review of the enrollment and set-up procedures
  • Detailed explanation of functions that can be performed by members, using CO-OP Mobile
  • After the session, the attendee should be able to assist your member with:
  • Member Enrollment and Set-Up
  • Mobile Banking Application Usage
  • Troubleshooting

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services who are participating in the CO-OP Mobile 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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15Thu

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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16Fri

Webinar

11:00 AM - Settlement & EFU - Visa

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Settlement & EFU covers two areas for Visa Check Card issuers. First, it includes information to better understand reports, activity and events that can affect daily settlement. This session also provides an overview on the application for statusing debit cards with Visa, Exception File Update (EFU).

Information covered during the Settlement & EFU training session includes:

  • Settlement of Visa Check Card Activty
  • Accessing and Use of EFU
  • EFU Audit Reports

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

Session Details

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16Fri

Webinar

1:00 PM - EFU for MasterCard

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

The EFU for MasterCard training session provides an overview of the application used to status debit MasterCards, Exception File Update (EFU).

Information covered during the EFU for MasterCard Training Session includes:

  • Accessing and Use of EFU
  • EFU Audit Reports

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Debit MasterCard signature-based processing with CO-OP Financial Services.

TRAINING DELIVERY METHOD

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

Session Details

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20Tue

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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21Wed

Webinar

1:00 PM - 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 is used to assist in troubleshooting and tracing each transaction to a specific end point.

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

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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22Thu

Webinar

1:00 PM - Balancing and Settlement

SESSION OVERVIEW
The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding "Out-of-Balance" conditions.

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 a live webinar, click the Events tab above.

Event Permalink

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23Fri

Webinar

11:00 AM - Online Microfiche

RECOMMENDED PREREQUISITE

Any of the reports webinars

SESSION OVERVIEW

Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

Information covered during the Online Microfiche training session includes:

  • Searching for specific reports
  • Viewing reports online
  • Printing reports
  • Downloading / Retrieving reports

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an Information Technology and/or Card Services department. Specifically those employees responsible for pulling reports.

TRAINING DELIVERY METHOD

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

Anytime Learning Module

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26Mon

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: 

  1. Benefits of CO-OP Check Imaging
  2. EZAdmin Daily Credit Union Procedures
  3. Daily Reconciliation Procedures
  4. Handling Out of Balance Situations
  5. Additional Functions
  6. 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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27Tue

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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28Wed

Webinar

11:00 AM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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28Wed

Webinar

1:00 PM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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29Thu

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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30Fri

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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