October

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register
October

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register
October

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register
October

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register

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.

Register