Upcoming Events  

 
March2017
29Wed

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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29Wed

Webinar

11:00 AM - Preparing for Your Digital Transformation Journey

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW 

Transform how you - and your credit union - prepare for the future. Disruption is all around us. And the challenge of increasingly agile, digital-centric, customer-focused financial companies means it's time for credit unions to transform. Begin your digital transformation 3/29 with this webinar, introducing you to the insights, frameworks and toolboxes required to meet the competitive challenge head-on. This webinar serves as the first in a series of planned webinars on digital transformation throughout the year. It is also a great preview for THINK 17 in New York, NY, May 8-11.

Key webinar takeaways:

  • Discover your digital mindset
  • Introduction to the Jobs-To-Be-Done Framework
  • Overview of the Digital Transformation Playbook
  • Cultural Change Assessment

INTENDED AUDIENCE

This session is recommended for credit union employees in Management, Marketing, Member Service, and Business Development roles.

TRAINING DELIVERY METHOD

Live Webinar 

Session Details

Live Webinar: Preparing for Your Digital Transformation Journey 
Date: Wednesday, March 29, 2017
Time: 11 a.m. PT / 2 p.m. ET 
Duration: 60 minutes 

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30Thu

Webinar

1:00 PM - 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

 

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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April2017
03Mon

Webinar

11:00 AM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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03Mon

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 can be used to assist with reviewing:  Cardholder Activity, Adjustment Activity, Card Activation/PIN Changes, CO-OP Daily Settlement, Batch File Results, and After-Hours Hotcarding Activity.

Reports covered during the Daily Cardholder Reports training session include:

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

INTENDED AUDIENCE

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

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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04Tue

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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04Tue

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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05Wed

Webinar

11:00 AM - Transaction Troubleshooting

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

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.

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
  • Authorization Blocks and Denied Transactions

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. 

Instructor-Led Live Webinar - to REGISTER, click on date and time below. 

Session Details

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06Thu

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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07Fri

Webinar

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

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

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

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

 

INTENDED AUDIENCE

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

 

Session Details

TRAINING DELIVERY METHOD

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

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10Mon

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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10Mon

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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11Tue

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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11Tue

Webinar

1:00 PM - Settlement and Balancing

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

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

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

Session Details

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

RECOMMENDED PREREQUISITE
Daily Cardholder/Terminal Reports

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

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

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12Wed

Webinar

11:00 AM - CardNav and mConsole

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

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

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

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

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

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

INTENDED AUDIENCE

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

Session Details

TRAINING DELIVERY METHOD

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

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13Thu

Webinar

11:00 AM - Extranet

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

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

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

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

INTENDED AUDIENCE

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

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

Session Details

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17Mon

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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18Tue

Webinar

1:00 PM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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19Wed

Webinar

1:00 PM - MasterCard Debit Reports and Settlement Overview

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

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

Part I - Review of Daily and Settlement Reports

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

Part II - Settlement Overview

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

Session Details

INTENDED AUDIENCE

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

TRAINING DELIVERY METHOD

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

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20Thu

Webinar

11:00 AM - Daily Cardholder Reports

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

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

Reports covered during the Daily Cardholder Reports training session include:

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

INTENDED AUDIENCE

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

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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20Thu

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

 

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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24Mon

Webinar

1:00 PM - 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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25Tue

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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26Wed

Webinar

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

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

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

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

 

INTENDED AUDIENCE

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

 

Session Details

TRAINING DELIVERY METHOD

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

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27Thu

Webinar

11:00 AM - Settlement and Balancing

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

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

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

Session Details

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

RECOMMENDED PREREQUISITE
Daily Cardholder/Terminal Reports

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

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

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27Thu

Webinar

1:00 PM - 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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28Fri

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

 

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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May2017
08Mon

Conference

8:00 AM - THINK 17 Conference

THINK 17 WILL SHOW YOU HOW TO TAKE ACTION FROM THE WORLD'S MOST INFLUENTIAL TRANSFORMATION EXPERTS

Beyond embracing new technologies, learn how to adopt a wholly unique way to work that allows your credit union to become more agile, collaborative, and intrapreneurial. All while you create your own digital transformation strategy.

Session Details

GAIN ACCESS TO EXCLUSIVE CREDIT UNION-FOCUSED RESEARCH AND GUIDANCE

The THINK team is already hard at work with our contributors to develop research and guides to help you on your journey. In addition to hands-on workshops, THINK attendees will leave with a framework around members' real needs and research to support it, as well as a digital transformation playbook developed just for credit unions.

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July2017
12Wed

Event

8:00 AM - CO-OP Roadshow Live Event in Lansing, MI

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. 

Session Details

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. 

LOCATION:
Crowne Plaza Lansing West
925 S Creyts Rd
Lansing, MI 48917

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August2017
15Tue

Event

8:00 AM - CO-OP Roadshow Live Event in Boulder, CO

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. 

Session Details

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. 

LOCATION:
Elevations Credit Union
2960 Diagonal Hwy
Boulder, CO 80301

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September2017
19Tue

Event

8:00 AM - CO-OP Roadshow Live Event in St. Louis, MO

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. 

Session Details

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. 

LOCATION:
The Chase Park Plaza
8212 North Kingshighway Blvd.
St. Louis, MO 63115

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26Tue

Event

8:00 AM - CO-OP Roadshow Live Event in Fishers, IN

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. 

Session Details

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. 

LOCATION:
FORUM Conference & Events Center
11313 USA Pkwy
Fishers, IN 46037

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October2017
03Tue

Event

8:00 AM - CO-OP Roadshow Live Event in Portland, OR

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. 

Session Details

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. 

LOCATION:
Sheraton Portland Airport Hotel
8235 Ne Airport Way
Portland, OR 97220

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17Tue

Event

8:00 AM - CO-OP Roadshow Live Event in Pasadena, CA

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. 

Session Details

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. 

LOCATION:
Hilton Pasadena
168 S Los Robles Ave,
Pasadena, CA 91101

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November2017
02Thu

Event

8:00 AM - CO-OP Roadshow Live Event in Syracuse, NY

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. 

Session Details

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. 

LOCATION:
Marriott Syracuse Downtown
100 East Onondaga Street
Syracuse, NY 13202

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Past Events

  • 03/28/17 | RECOMMENDED PREREQUISITE There is no recommended prerequisite for this session. SESSION OVERVI...  Read More
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  • 03/23/17 | RECOMMENDED PREREQUISITE There is no recommended prerequisite for this session.  Read More
  • 03/23/17 | In this webibar, EMV and Fallbacks: What Every Credit Union Should Know, we will cover the EMV b...  Read More
  • 03/23/17 | Join us on our journey of digital transformation. In this series of live regional events, CO-OP ...  Read More
  • 03/22/17 | RECOMMENDED PREREQUISITE There is no recommended prerequisite for this session. SESSION OVERVI...  Read More
  • 03/22/17 | RECOMMENDED PREREQUISITE There is no recommended prerequisite for this session. SESSION OVERVI...  Read More
  • 03/21/17 | RECOMMENDED PREREQUISITE Introduction to Debit SESSION OVERVIEW Information covered during th...  Read More