TRAINING & WEBINARS

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 Prerequisites

NONE

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

Session Overview

Information covered during the Online Cardholder Maintenance training session includes: Adding New Cardholders and Accounts, Restricting Cards and/or Account Access, and Maintaining Existing Cards.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Reports for Chargeback Activity.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

CardNav is a system of alerts and controls, integrated with CO-OP debit or credit card processing that allows your cardholders to uniquely control and protect their own cards. Using a mobile app, they can specify preferences that provide them with near-real-time alerts of certain activity, and cause denials of transactions that match criteria utilizing controls.

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, and Troubleshooting Common Member Problems.

Empowering credit unions in today’s digital landscape is CO-OP’s highest priority. Now that we’ve joined forces with TMG, CO-OP is focusing on five major initiatives to help credit unions become more seamless, secure and positioned for growth. Join CO-OP’s CEO Todd Clark and members of the new Executive Management Team for a discussion about what’s ahead for you and the resources we are developing to help your business and the members you serve.

Intended Audience

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

Recommended Prerequisites

Daily Cardholder/Terminal Reports Webinars

The Balancing and Settlement training session will provide guidelines for 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 Overview

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.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Reports for Chargeback Activity.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

CO-OP Mobile offers a full-featured mobile solution for both iPhone and Android, fully customizable with your credit union branding. With more standard and optional features, the new, improved CO-OP Mobile keeps you as close as your members' smartphones, making your credit union the preferred financial institution for members on the go. This training session will cover the back office Client Portal applications CIMple Access and EZAdmin for CO-OP My Deposit Mobile.

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 Access allows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. EZAdmin is used to proof RDC imaged checks and include them in the cash letter to your item processor.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Daily Hot Card Activity.

Intended Audience

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

Recommended Prerequisites

None

The CO-OP Financial Services Extranet was created to simplify member credit union data management. The Extranet houses all member credit union data in one locale and continues to grow in its applications and functionalities.

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, and Order marketing materials online. The Extranet training session will cover all of the functions available to you.

Intended Audience

This session is intended for Credit Unions using Falcon Fraud Manager or those interested in Falcon Fraud Manager.

Recommended Prerequisites

There is no recommended prerequisite for this session.

Falcon™ Fraud Manager is a neural network predictive software application, which detects card fraud quickly and accurately, minimizing member risk and protecting your credit union's debit card portfolio. Falcon supports transaction scoring and case management using detailed neural network models based on individual cardholder and debit card industry usage. Falcon™ Fraud Manager is an optional service that requires client installation.

Session Overview

The topics covered in this session include: Falcon Overview, Falcon Scoring Process, Cardmember Security and Falcon Case Management, Types of Blocks, Credit Union Responsibilities, Falcon Daily Reports, Falcon Best Practices Checklist, and Falcon Fraud Forum.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

CardNav is a system of alerts and controls, integrated with CO-OP debit or credit card processing that allows your cardholders to uniquely control and protect their own cards. Using a mobile app, they can specify preferences that provide them with near-real-time alerts of certain activity, and cause denials of transactions that match criteria utilizing controls.

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, and Troubleshooting Common Member Problems.

Intended Audience

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

Recommended Prerequisites

Daily Cardholder/Terminal Reports Webinars

The Balancing and Settlement training session will provide guidelines for 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 Overview

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.

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 Prerequisites

NONE

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

Session Overview

Information covered during the Online Cardholder Maintenance training session includes: Adding New Cardholders and Accounts, Restricting Cards and/or Account Access, and Maintaining Existing Cards.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

The Devices function in DataNavigator provides you with immediate access to information about the status of a single ATM or an entire ATM network. This functionality is intended to complement the Gasper Monitoring System.

Session Overview

Information covered during the DataNavigator Devices training session includes: Logging into DataNavigator, Obtaining Current Cash Totals, Looking up Current Device Status, and Performing a Device History Search. 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.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

DataNavigator simplifies the research, tracking, analyzing, and reporting of EFT transactions. Transaction Research gives users access to detailed information about each transaction their members are attempting in an “On-line Real-time” environment. Transaction Research also allows the user to identify where members are using their cards, what types of transactions most members are attempting, and who is approving or denying those transactions.

Session Overview

Information covered in DataNavigator Transaction Research includes: Logging into DataNavigator, Navigating in DataNavigator, Searching & Identifying Transaction Detail, Customizing Views and Grids, and Features, Preferences and Help.

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 Webinars

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage.

Session Overview

The reports covered during the End of Month webinar include: 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, and Processor Performance Evaluation.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Reports for Chargeback Activity.

Intended Audience

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

Recommended Prerequisites

Daily Cardholder Reports

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.

Session Overview

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, and Acquirer Surcharge Fee.

Digital is reshaping customer experiences and consequently, the financial institutions that deliver value to their customers. Still, too many consider digital as something they can bolt-on to today’s existing business. In this webinar, based on proprietary research and key takeaways from THINK 17, you will learn: -How to craft your own digital vision and set out the scope of digital business transformation -How to build a repeatable playbook to execute digital transformation in your credit union -How to develop your customized strategy and take the next steps in your digital transformation journey In addition, each webinar participant will receive a free download of the Credit Union Digital Transformation Playbook Research Report.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

CO-OP Mobile offers a full-featured mobile solution for both iPhone and Android, fully customizable with your credit union branding. With more standard and optional features, the new, improved CO-OP Mobile keeps you as close as your members' smartphones, making your credit union the preferred financial institution for members on the go. This training session will cover the back office Client Portal applications CIMple Access and EZAdmin for CO-OP My Deposit Mobile.

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 Access allows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. EZAdmin is used to proof RDC imaged checks and include them in the cash letter to your item processor.

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.

Recommended Prerequisites

Introduction to Debit

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

Session Overview

Reports covered during the Debit Reports training session include: Daily Reports - Cardholder Activity - Gateway, and VisaNet Daily Settlement. Settlement Reports - Financial Summary, VisaNet DCS Miscellaneous Report, VisaNet DCS Fee Related, Fee Collection and Funds Disbursement, Monthly Settlement Summary, VisaNet Settlement Service, and Visa Check Quarterly.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

CardNav is a system of alerts and controls, integrated with CO-OP debit or credit card processing that allows your cardholders to uniquely control and protect their own cards. Using a mobile app, they can specify preferences that provide them with near-real-time alerts of certain activity, and cause denials of transactions that match criteria utilizing controls.

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, and Troubleshooting Common Member Problems.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Daily Hot Card Activity.

Intended Audience

This session is intended for Credit Unions using Falcon Fraud Manager or those interested in Falcon Fraud Manager.

Recommended Prerequisites

There is no recommended prerequisite for this session.

Falcon™ Fraud Manager is a neural network predictive software application, which detects card fraud quickly and accurately, minimizing member risk and protecting your credit union's debit card portfolio. Falcon supports transaction scoring and case management using detailed neural network models based on individual cardholder and debit card industry usage. Falcon™ Fraud Manager is an optional service that requires client installation.

Session Overview

The topics covered in this session include: Falcon Overview, Falcon Scoring Process, Cardmember Security and Falcon Case Management, Types of Blocks, Credit Union Responsibilities, Falcon Daily Reports, Falcon Best Practices Checklist, and Falcon Fraud Forum.

Recommended Prerequisites

None

When you’re trying to stay ahead of the fraud and risk game, there’s no such thing as being too informed. Which is why we created FraudBuzz, our monthly webinar series hosted by CO-OP’s own Fraud Specialist, John Buzzard. With over fifteen years’ experience working with financial institutions and law enforcement in fraud prevention, John is delighted to share his knowledge. Each month, John and industry guests will discuss a new topic around Security, Innovation and Fraud. During the series, you will: -Develop a whole new set of best practices. -Learn about the latest fraud and risk scenarios to watch out for. -Collaborate on a meaningful level with other like-minded credit unions. -Separate facts from fiction within the fraud landscape.

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 transaction research.

Recommended Prerequisites

None

The Transaction Troubleshooting Webinar is designed to provide Credit Union employees with the ability to research and review some of the most commonly denied transaction types.

Session Overview

Information covered during the Transaction Troubleshooting training session includes: Introduction to DataNavigator and Cardholder Maintenance, Things to look for in a Denied Transaction, Common Denied Transactions, Stand-in Processing and Denied Transactions, and Authorization Blocks and Denied Transactions.

Intended Audience

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

Recommended Prerequisites

There is no recommended prerequisite for this session.

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.

Session Overview

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, and Reports for Chargeback Activity.

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.

Recommended Prerequisites

None

Various reports are generated to provide information about the Debit MasterCard processed signature-based 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.

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, and 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.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

During this webinar, we will walk through creating an adjustment for a PIN-Based transaction using the Transaction Research function in DataNavigator. We will also discuss the Cases function which can be used to process exception item requests, review existing exception items (cases) and process representments (adjusting an adjustment) for ATM/POS transactions.

Session Overview

Information covered during the DataNavigator PIN-Based Exception Processing training session includes: Logging into DataNavigator, Exception Item Overview, Processing a PIN-Based Adjustment or Chargeback, Case Search, and Exception Email Notifications & Summary Email Report.

Intended Audience

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

Recommended Prerequisites

Daily Cardholder/Terminal Reports Webinars

The Balancing and Settlement training session will provide guidelines for 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 Overview

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.

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 Prerequisites

NONE

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

Session Overview

Information covered during the Online Cardholder Maintenance training session includes: Adding New Cardholders and Accounts, Restricting Cards and/or Account Access, and Maintaining Existing Cards.

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.

Recommended Prerequisites

There is no recommended prerequisite for this session.

DataNavigator simplifies the research, tracking, analyzing, and reporting of EFT transactions. Transaction Research gives users access to detailed information about each transaction their members are attempting in an “On-line Real-time” environment. Transaction Research also allows the user to identify where members are using their cards, what types of transactions most members are attempting, and who is approving or denying those transactions.

Session Overview

Information covered in DataNavigator Transaction Research includes: Logging into DataNavigator, Navigating in DataNavigator, Searching & Identifying Transaction Detail, Customizing Views and Grids, and Features, Preferences and Help.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Recommended Prerequisites

None

When you’re trying to stay ahead of the fraud and risk game, there’s no such thing as being too informed. Which is why we created FraudBuzz, our monthly webinar series hosted by CO-OP’s own Fraud Specialist, John Buzzard. With over fifteen years’ experience working with financial institutions and law enforcement in fraud prevention, John is delighted to share his knowledge. Each month, John and industry guests will discuss a new topic around Security, Innovation and Fraud. During the series, you will: -Develop a whole new set of best practices. -Learn about the latest fraud and risk scenarios to watch out for. -Collaborate on a meaningful level with other like-minded credit unions. -Separate facts from fiction within the fraud landscape.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Recommended Prerequisites

None

When you’re trying to stay ahead of the fraud and risk game, there’s no such thing as being too informed. Which is why we created FraudBuzz, our monthly webinar series hosted by CO-OP’s own Fraud Specialist, John Buzzard. With over fifteen years’ experience working with financial institutions and law enforcement in fraud prevention, John is delighted to share his knowledge. Each month, John and industry guests will discuss a new topic around Security, Innovation and Fraud. During the series, you will: -Develop a whole new set of best practices. -Learn about the latest fraud and risk scenarios to watch out for. -Collaborate on a meaningful level with other like-minded credit unions. -Separate facts from fiction within the fraud landscape.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.

Intended Audience

Credit union executives who are working on digital transformation within their organizations – whether from the C-Suite or IT, marketing or operations – will find plenty to learn about and contribute.

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares strategies and tools to help credit unions meet the challenges of the digital age – and grow. We’ll explore some of the critical technology that will help you deliver a seamless, secure member experience to keep your credit union agile in a fast-changing environment. Hear from President/CEO Todd Clark, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success. Digital transformation tops everyone’s agenda in 2017. Let’s begin the journey together.