Solution Training. Compliance & Fraud Management, Financial Performance Management, and Financial Risk Management

Transcription

1 Solution Training Compliance & Fraud Management, Financial Performance Management, and Financial Risk Management January June 2015

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3 Solution Training Five Ways to Take Advantage of Training from Fiserv: Virtual Classroom (VC) We are pleased to introduce our newest method of delivering the quality training you are accustomed to receiving: The Virtual Classroom, led by our subject matter experts! In a Virtual Classroom you experience the same benefits of learning as in a traditional brick and mortar classroom environment without having to leave your office. You will use the Internet to connect to a Fiserv website that is specifically prepared and assigned to you for the session. The website gives you access to a training database so that you can apply what you learn immediately. You will interact with the instructor and other participants as you complete hands-on exercises. And, you ll have the opportunity to ask questions and share knowledge the same as in a traditional classroom. This training mode is denoted by (VC). Classroom Training (C) These sessions offer traditional classroom-style instruction led by experienced product specialists from Fiserv. This group-live instruction is hands-on to reinforce concepts and enhance software proficiency. Classroom training, unless otherwise noted, targets new users and there are no prerequisites. Classes are hosted at our training centers in Phoenix, AZ and Norcross, GA. These classes are denoted by (C). Online Self-Paced Training Courses (O) Set your own learning pace and absorb key concepts through self-study and practice. These e-learning courses offer you the most flexibility for scheduling and attending instructional training on how to use our products. These e-learning courses are denoted by (O). Fiserv instructors are specialists who use the products on a daily basis. Our hands-on classroom courses (group live seminars) allow learners to maximize their learning experience to become proficient in using Fiserv software. Instructor-led training and online courses, unless noted, target new users. Blended Learning (BL) These curricula use a combined approach to allow flexibility so that you maximize your learning time in the classroom. They blend e-learning online courses or webinars with traditional classroom training. Blended Learning is denoted by (BL). Instructor-Led Group Training Webinars (W) Led by our experienced product specialists, group training provides product instruction and Q&A opportunities via interactive Web presentations. Join other product users. These webinars are denoted by (W). Fiserv instructors are specialists who use these products on a daily basis. Our hands-on classroom courses (group live seminars) allow learners to maximize their learning experience to become proficient in using Fiserv software. Training seminars, unless otherwise noted, target new users and have no prerequisites. 3

4 Financial Risk Management Loading Data into Data Management System (O) Learn how to: Define data fields and set up table structures in preparation for setting up import layouts Set up extract files Set up import layouts Import data into Data Management System and edit the data once it has been imported Generate Setup and Query reports Compliance & Fraud Management AML Manager (O) This self-paced e-learning course includes basic training in AML Manager anti-money laundering software. This five-course series provides essential information for monitoring, investigating, and reporting suspicious activity. Course Modules: Overview of AML Manager Handling Alerts, Part 1 Handling Alerts, Part 2 Handling Cases Reporting Learners have six-month access once they begin the course. Export Data Management System data Note: This is a prerequisite course for The Basics of Funds Transfer Pricing Online Course Length: one to two hours $250 for six-month access Contact: rps.training@fiserv.com Data Management System for Asset Liability Management Online Course (O) Data Management System or Asset Liability Management online courses teach you how to transfer transaction records from the Data Management System data warehouse into your Asset Liability Manager chart of accounts. You will learn how to set up filters or identifiers in Data Management System and use the combination of values (identifier cards) to target specific accounts in your A/L chart. You will also learn how to set up instrument level processing (ILP) as composites or as uniques. And we will cover reports on setup and results. Length: Contact: two to four hours $500 for six-month access rps.training@fiserv.com Complete the self-paced online course: Loading Data into Data Management System. 4

5 Asset Liability Manager and Data Management System Basic Course (BL) This basic training course introduces Asset Liability Manger to clients from setup to reporting and everything in between. The course also covers instrument level processing (ILP) functionality for high-resolution modeling. This course is designed for Asset Liability Manager end users with working knowledge of asset/ liability management theory. Prerequisites: Basic understanding of asset/liability management theory Moderate Microsoft Excel skills Basic Microsoft Windows skills Complete the online course: Loading Data from Data Management System into Asset Liability Manager CPE Credits: 16 Length: two days Date/Location: Feb Phoenix, AZ Apr Phoenix, AZ $1,500 Asset Liability Manager and Data Management System for Advanced Users (C) This advanced training course presents in-depth concepts, tools and instrument level processing (ILP) features. Topics include valuation, purchase/sale(s), calls, puts, prepayment tables, lag matrix, formulas, and the incorporation of external spreadsheets as an input source. The course also includes the latest features in the most recent release. Attendees participate in a small group analysis of several case studies using a model of Asset Liability Manager. Prerequisites: Moderate to extensive experience using the Asset Liability Manager Extensive knowledge of asset/liability management theory CPE Credits: 24 Length: three days Date/Location: Mar Phoenix, AZ Jun Phoenix, AZ $1,500 Financial Performance Management The Basics of Funds Transfer Pricing Course Series (O) This self-paced e-learning course educates learners on how to set up and operate the Funds Transfer Pricing application. Learn how computerized models assist in separating and measuring the components of netinterest margin. The lessons target new practitioners. Course Modules: System Overview and Access Setting Up Funds Transfer Pricing Entering Processing Support Data Establishing Hierarchies Defining Data Management System Data Mapping Rules Assigning Data Management System Data Mapping Rules Copying Rule Definitions and Assignments Processing Data Pricing Generating Validation Reports Processing Data Results Creating Report Views and Generating Reports Generating Exports Completion of Loading Data into Data Management System Length: six to eight hours $750 for six-month access Contact: rps.training@fiserv.com 5

6 The Basics of Funds Transfer Pricing and Loading Data into Data Management System (O) Purchase both courses in a single curriculum. Length: eight to nine hours $1,000 Contact: rps.training@fiserv.com New Course under Development Management Planning and Control (C) This two-day hands-on training course is designed for new Management Planning and Control administrators at institutions that need instruction on the various components of the product throughout the budgeting process. The course will focus on using the fundamental skills for budgeting in a typical environment including the Seed, Spread and Top Down Spread methods and how to maintain product attributes. You will learn the details of the budgeting capabilities within Management Planning and Control and budgeting configurations. The main goal of the class is for each participant to create a budget all the way from creating the new budget to the balancing routine. During the session, attendees have the opportunity to share their experiences in budgeting and learn best practices from other Management Planning and Control users. Complete the self-paced online course: Architect, View Manager, and Web Workstation CPE Credits: 16 Length: two days Date/Location: Apr Norcross, GA $1,000 Management Planning and Control for Advanced Users (C) This two-and-a-half day course is for Management Planning Control Administrators who want to take their product utilization to the next level. Through hands-on exercises and discussions with peers, attendees will explore topics such as multi-year forecasting, profitability reporting, and creating dashboards and consolidation scripts. There will be time allotted for clients to raise topics of their own. Proficiency in Management Planning Control and Architect and View Manager An understanding of your institution s reporting needs CPE Credits: 20 Length: two-and-a-half days Date/Location: Mar Norcross, GA Jun Norcross, GA $1,250 Vantage Risk and Budgeting Manager Classes, Webinars and Virtual Classrooms Vantage Risk and Budgeting Manager Parts 1 and 2 (C) Attend both classes at a discounted rate. The three-day course helps attendees use this flexible tool toward achieving budgeting objectives generating reports and conducting assets liability management analysis with accurate data. CPE Credits: 24 Length: three days Date/Location: Feb Norcross, GA Apr Norcross, GA Discounted $1,350 6

7 Using Vantage Risk and Budgeting Manager for Budgeting and Planning Part 1 Only (C) This two-day course is designed for relatively new Vantage Risk and Budgeting Manager users. The instructor will review features, functions and best practices that will help you use the application to achieve your budgeting, planning, and reporting objectives. Complete the self-paced online course: Vantage Risk and Budgeting Manager Introduction. Focus Areas: Vantage Risk and Budgeting Manager overview Balance sheet, income statement, and statistical data Base rates, yield curves, and prepayment speeds Maintaining products Monthly processing Working with scenarios and using assumption types Working with standard custom and key ratio reports CPE Credits: 16 Length: two days Date/Location: Feb Norcross, GA Apr Norcross, GA $1,000 Intermediate experience using Vantage Risk and Budgeting Manager for budgeting and planning, or completion of Vantage Risk and Budgeting Manager Part 1, or the Vantage Risk and Budgeting Manager Implementation Workshop. Focus Areas: Optimizing product setup for asset liability management Economic value and duration Interest-rate risk Gap and liquidity reporting Using Vantage Risk and Budgeting Manager as an Asset Liability Management Tool Part 2 Only (C) This one-day course targets intermediate Vantage Risk and Budgeting Manager users or users completing the two-day Vantage Risk and Budgeting and Planning Manager for Budgeting and Planning course. The instructor will review product setup and demonstrate assets liability management concepts, tools and analysis. For your convenience, the course is schedule immediately following Part 1. CPE Credits: 8 Length: one day Date/Location: Feb.12 Norcross, GA Apr. 16 $500 Norcross, GA To access The Learning Center: For In-House Environment users, login to: For Hosted Environment users, login to: Intelligent Workplace> Answer Center> Training Center 7

8 How products, base rates and accounts are used to populate instrument tables and create reconciling instruments How the system calculates current period net income, average balances and yields, and more Reports to help validate results Length: three hours Date/Time: Feb. 17 Apr. 21 Jun. 16 $525 Vantage Risk and Budgeting Manager Implementation Workshops (C) This three-day workshop is reserved for those institutions preparing to implement Vantage Risk and Budgeting Manager from Fiserv. You will learn the application and prepare your data for deployment. Contact Diana Jacobsen via at or call to obtain the schedule and review the prerequisites. New Vantage Risk & Budgeting Manager: Monthly Processing, Instructor-Led Virtual Classroom with Hands-On Lab ( VC ) In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer and a virtual lab. During this course, the instructor will focus on monthly data update and maintenance processes. The instructor will also focus on quality historical data and database maintenance that are essential for an effective Vantage model. You will learn the critical steps and best practices for maintaining accounts, products and base rates, assuring accurate instruments and balancing instruments to general ledger balances. You will also be taught how to validate the accuracy of your data. Vantage Risk and Budgeting Manager Virtual Training Library You may purchase individual sessions or opt for the Virtual Library Package which gives you one year access. Virtual Training options are listed in the recommended sequence. Vantage Risk and Budgeting Manager: Introduction to Product Modeling, Instructor-Led Group Webinar (W) Include up to three participants with one registration! A must for new users! Product modeling is a key component of the Vantage Risk and Budgeting Manager. Product modeling drives cash flows and plays an essential role in the accuracy and reliability of your forecasting and ALM results. This course defines how products are used and the linkage between accounts, products and base rates. Emphasis on basic product setup and populating instrument level data will be presented. This course is aimed at newer users, and those who are in the process of setting up their products and those wishing to refresh their knowledge of products to facilitate ongoing review of product setup. Focus Areas: Product, base rate and account maintenance that is crucial to providing a strong foundation for historical financial data The import process, tips for troubleshooting common import errors, and validation of import results 8 Length: two hours Date: Feb. 5 Mar. 12 May 12 June 9 $300

9 Vantage Risk and Budgeting Manager: Custom Reports, Instructor-Led Group Webinar (W) Include up to three participants with one registration! Financial reporting is an important component of Vantage Risk and Budgeting Manager. With custom reports, you can create financial reports such as Statement of Condition, Income Statement and Statement of Cash Flow, as well as risk management reports that include Net Interest Income, Gap and Economic Value. Learn how to tailor these reports to your institution s unique structure using custom report hierarchies. This webinar will demonstrate how to use your account and classification hierarchies to create reports of varying degrees of detail or summary. With the report wizard or created directly from report properties, you can manage time periods, datasets and measures to deliver all of your information needs. Finally, this webinar will cover managing routine processes such as monthly ALCO and board reporting efficiently with report packages. Length: two hours Date: Feb. 19 Apr. 23 June 18 $300 Vantage Risk & Budgeting Manager: Formula Reports, Instructor- Led Group Webinar ( W ) Include up to three participants with one registration! Report formulas are an important component of the Vantage Risk and Budgeting Manager reporting solution. While their main use is in creating key ratios analytical reports, they can also be useful in reporting and analysis of varying organizational structures. This webinar highlights report formulas, and demonstrate the different ways they can be organized. Sample formulas, libraries and reports, in addition to tips for easier formula writing will be presented. A strong facility with Vantage Custom Reports or completion of the Custom Reports webinar is suggested. Length: two hours Date: Mar. 19 May 19 $300 Vantage Risk and Budgeting Manager: Budget Quick Start, Instructor-Led Group Webinar (W) Include up to three participants with one registration! A must for new and once-a-year budgeters! Join this timely instructor-led webinar, which offers Vantage Risk and Budgeting Manager users a review of best practices in preparing the system for the upcoming budgeting process. Jumpstart your budget with a quick review of the budget process and key components necessary to ensure you build on a strong foundation. The instructor will cover the pros and cons of using a prior scenario or starting a fresh one, using top-down (subtotal) and bottom-up (account) assumptions in Vantage Risk and Budgeting Manager, and business unit budgeting including the Vantage Risk and Budgeting Manager: Distributed Budgeting Option product. You will also learn methods for managing budget reviews and more. Our goal is to make your budgeting process efficient so that you spend more time analyzing results than preparing the model. Participants who have attended the Vantage Risk and Budgeting Manager Implementation Workshop or classroom training or completed the Vantage Risk and Budgeting Manager Budget Forecasting e-learning course. Length: two hours Date/Time: June 23 $300 9

10 Length: one-and-a-half hours Date: June 17 $225 Vantage Risk and Budgeting Manager Self-Paced Online Courses Vantage Risk and Budgeting Manager: Budget and Forecasting (O) Vantage Risk and Budgeting Manager: Distributed Budgeting Option, Instructor-Led Group Webinar (W) Include up to three participants with one registration! If you are responsible for budget and planning or need to learn or review how to use Distributed Budgeting Option, this webinar is for you. Attend this instructor-led group webinar and review the distributed budgeting functionality within Vantage Risk and Budgeting Manager. This functionality helps integrate all departments and branches into the budget process, saving time and promoting business unit input, accountability and efficiency. This is an opportunity to interact with a live instructor and become proficient with the program features. Learn how to manage users, access, budget assumptions, filter budget items, and calculate assumption results. The instructor will also demonstrate steps for working with assumptions for Microsoft Excel spreadsheet entries and importing them into Vantage Risk and Budgeting Manager. Attendees will also learn to use the functionality for historical performance. Clients must have purchased the distributed budgeting functionality. This webinar is not intended for general Vantage Risk and Budgeting Manager users. This self-paced e-learning course provides a detailed introduction to budgeting and forecasting using Vantage Risk and Budgeting Manager. In this course, attendees learn how to plan and set up scenarios, set standard assumptions, set and calculate individual account assumptions, use formulas, calculate scenario results, copy scenario results to budget, and copy scenario-to-rate shock. Length: five to six hours $500 for six-month access Contact: rps.training@fiserv.com Vantage Risk and Budgeting Manager: Asset Liability Management Tool (O) This self-paced e-learning course will allow you to review product setup, asset liability management tools and analysis. Focus areas include optimizing product setup for asset liability management, economic value and duration, interest rate risk, gap and liquidity reporting. In this course, attendees learn the system components and foundation for learning how to manage interest rate risk, learning the net economic value as an asset/liability management tool, duration and gap tools for asset/ liability management, examiner report package, and the relationship between asset liability management and budgeting. This course is for intermediate Vantage Risk and Budgeting Manager users. Length: four to five hours $500 for six-month access Contact: rps.training@fiserv.com 10

11 Prologue Classes, Self-Paced Online Courses, Webinars and Virtual Classroom Options Introduction to Prologue Online Course (O) This is a prerequisite to Prologue classroom training and for the Prologue online courseware. This training course introduces the basic functions and procedures frequently performed when working with of Prologue, including: Starting and exiting the systems Navigating Prologue (including an overview of the navigator and buttons) Working with Prologue records (searching, sorting, copying, deleting, and templates) Managing Prologue data (safeguarding data and backing up and restoring) Working with BLOBs Maintaining company information Accessing Prologue user assistance An introduction to reporting Length: one-to-two hours free Prologue Accounts Payable (C) This interactive course introduces the Prologue Accounts Payable from Fiserv to accounts payable end users. CPE Credits: 16 Length: two days Date/Location: Jan Norcross, GA Feb. 3 4 Norcross, GA Feb Norcross, GA Mar. 3 4 Norcross, GA Mar Norcross, GA Apr Norcross, GA Apr Norcross, GA May Phoenix, AZ June 2 3 Norcross, GA June Norcross, GA $1,000 Prologue Fixed Assets (C) This interactive course introduces Prologue Fixed Assets to fixed assets end users. Participants receive hands-on guidance and practice on how to create and maintain fixed assets, process depreciation and the running of detail reports for internal and tax books. They will also create entries that are posted to their general ledger. This course also covers the initial setup of the Prologue Fixed Assets software, fixed assets input, asset classifications, depreciation processing, and fixed assets reporting. Prerequisites: Completion of online course: Introduction to Prologue Administrators and supervisors only completion of Prologue Application Administrator course Attendees receive hands-on guidance on processing vouchers, vendor payments, and general ledger entries. Attendees will be guided through the process of gathering journal entry information from Prologue Accounts Payable. This course covers the initial setup of the Prologue Accounts Payable solution, vendor and voucher maintenance, vendor payment, and detailed accounts payable reporting. This course also covers the voiding process as well as reports related to daily transactions. Prerequisites: Completion of Introduction to Prologue CPE Credits: 8 Length: one day Date/Location: Jan 22 Norcross, GA Feb. 5 Norcross, GA Feb. 19 Norcross, GA Mar. 5 Norcross, GA Mar. 19 Norcross, GA Apr. 16 Norcross, GA Apr. 30 Norcross, GA May 14 Phoenix, AZ June 4 Norcross, GA June 18 Norcross, GA $500 Administrators and supervisors only completion of Prologue Application Administrator course 11

12 Maintaining and processing accrual, prepaid, and elimination transactions Creating and posting journal entries Maintaining the posting processes that include batch and real-time posting Daily/monthly maintenance and processing using unattended processing Comprehensive reporting using system generated reports Introduction to creating and generating financial reports using financial report designer functionality within Prologue General Ledger Prologue General Ledger (C) This two-day course provides an in-depth overview of the key functions and features of the Prologue General Ledger from Fiserv. The system maintains your general ledger accounts, transactions, balances and sub-ledger balancing. It provides accurate financial reporting to help support business needs. It maintains an unlimited number of years of transaction and budget history to help you analyze trends, and make better business decisions. This course targets those who operate the Prologue General Ledger system on a daily and monthly basis. Focus Areas: CPE Credits: 16 Length: two days Date/Location: Jan Norcross, GA Feb Phoenix, AZ Feb Norcross, GA Mar Norcross, GA Mar Norcross, GA Apr. 7 8 Norcross, GA Apr Phoenix, AZ May 5 6 Norcross, GA May Norcross, GA June 9 10 Phoenix, AZ June Norcross, GA $1,000 Review General Ledger component option settings to streamline processing Maintaining the general ledger chart of accounts Importing and exporting transaction and budget information including sub-ledger balancing To access The Learning Center: For In-House Environment users, login to: For Hosted Environment users, login to: Intelligent Workplace> Answer Center> Training Center 12

13 Prologue General Ledger Financial Reports (C) This one-day course provides an in-depth hands-on review of the financial report designer component within the Prologue General Ledger. This tool enable users to reconcile data, analyze trends, and effectively make better decisions. This course targets those who create and maintain financial reports within Prologue General Ledger. Bring a sample financial report to this session and learn how to re-create it in class. The instructor reviews and assists attendees in creating, formatting, and maintaining row, column, and entity templates. Prerequisites: Learners should understand the following elements within Prologue General Ledger: Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Year and Periods CPE Credits: 8 Length: one day Date/Location: Jan. 29 Norcross, GA Feb. 12 Phoenix, AZ Feb. 26 Norcross, GA Mar. 12 Norcross, GA Mar. 26 Norcross, GA Apr. 9 Norcross, GA Apr. 23 Phoenix, AZ May 7 Norcross, GA May 21 Norcross, GA June 11 Phoenix, AZ June 25 Norcross, GA $500 Prologue General Ledger Financial Reports Beyond the Basic Instructor-Led Virtual Classroom with Hands-On Lab (VC) In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer. During this course, your instructor will show you how to create reports with profitability ratios, liquidity ratios, yield/cost ratios, and asset quality, as well as how to create other financial reports that aid in monitoring financial performance. The instructor will also demonstrate how to work with period ranges, row options (base calculations, rollup details, bylines), statistical accounts, eliminations, SQL Server connection to Excel, cumulative transaction journals, and query/filter examples. This virtual classroom provides hands-on activities that allow you to practice in a demonstration database through WebEx. You have the opportunity to interact with other participants, ask questions, and participate the same as in a regular classroom environment. Prerequisites Participants should have a strong working knowledge of accounting and experience working with Prologue General Ledger to create and maintain financial reports. This virtual classroom is intended for existing Prologue users who create and maintain financial reports within Prologue General Ledger. Length: Date: Feb $700 two/two-hour sessions Mar Apr May Jun

14 Prologue General Ledger Financial Reports-Basic, Instructor Led Virtual Classroom with Hands-On Lab ( VC ) In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer and virtual lab. The instructor will provide an indepth hands-on review of the financial report designer component within the Prologue General Ledger. This tool enable users to reconcile data, analyze trends, and effectively make better decisions. This course targets those who create and maintain financial reports within the Prologue General Ledger module. Learn how to recreate financial report in this virtual classroom. The instructor will review and assist in creating, formatting, and maintaining row, column, and entity templates. Prerequisites: Learners should understand the following elements within Prologue General Ledger: Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Year and Periods Length: five hours/two sessions Date: Feb Apr. 7 8 June $875 Prologue General Ledger Financial Reports Advanced Custom Webinar (W) In this webinar, we use your institution s data to demonstrate advanced reporting features. Prologue Financial Reports allows you to create an unlimited number of financials reports. During the webinar you will review and learn how to construct key regulatory and financial reports. The instructor also reviews how to create and maintain account groups, report groups and tips on using report configurations. Prerequisites: Participants must have a minimum of one-year of experience using financial reports in Prologue General Ledger and know how to format reports and create report templates. A basic understanding of navigation using the financial report designer is required. Audience: This webinar is designed for experienced users; individuals who create and maintain financial reports within Prologue General Ledger. Length: One session, two-hours Date: An instructor will contact you within five days to schedule your custom session $750, include up to three participants with one registration To access The Learning Center: For In-House Environment users, login to: For Hosted Environment users, login to: Intelligent Workplace> Answer Center> Training Center 14

15 Prologue Self-Paced Online Courses Prologue Accounts Payable (O) This online, self-study course series introduces the Prologue Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of Prologue Accounts Payable, which includes setting up Accounts Payable, creating and maintaining vendor information and transactions, processing vouchers and payments, processing and managing checks and voids, and generating frequently used Accounts Payable reports. Completion of Introduction to Prologue Online Course Length: four to six hours $500 for six-month access Contact: Prologue Fixed Assets (O) This online, self-study course series introduces the Prologue Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Prologue Fixed Assets, which includes setting up Fixed Assets, creating and maintaining fixed assets, processing depreciation, generating reports, and exporting Fixed Assets data. Completion of Introduction to Prologue Length: four to six hours $500 for six-month access Contact Prologue Application Administrator (O) This is a course for administrators and supervisors only. This is a two-course series, each created for specific environments. Select the course series that aligns with your technical environment: 1. Prologue Application for In-House Environment (login to 2. Prologue Application Administrator for Hosted Environment (access via Intelligent Workplace>Answer Center>Training Center). Course 1: The Basics of Prologue, teaches the basics for accessing and navigating Prologue application administrator, as well as how to safeguard your customer data. Course 2: Maintaining Users and Groups, teaches you how to set up users and groups, and how to assign security permissions, general ledger account restrictions, and multi-company permissions. Course 3: Prologue System Settings, teaches you how to set up user and system component options, where to find information on setting up your modules, how to define your default posting accounts, and how to order check stock. Course 4: Managing Prologue Data, teaches you how to manage Prologue data, how to work with and generate reports and report groups, how to scan vendor documents, and how to set up document retrieval for the Director /Nautilus storage solution. Length: Varies free 15

16 Cancellation Policy Cancellations made fewer than 14 days prior to the first day of a course and five days prior to the first day of a webinar are subject to a 50 percent cancellation fee. Confirmed participants who do not attend their scheduled sessions are liable for a 50 percent cancellation fee. You may make substitutions at any time. Fiserv reserves the right to cancel a scheduled course with a 14-day notice and to cancel a scheduled webinar with a five-day notice to registrants. If a course or webinar is canceled for any reason, Fiserv liability is limited to the fee only. Connect With Us For feedback regarding a program, contact our Training Administrator at or rps.training@fiserv.com Extension of CPE Credits Fiserv is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Fiserv Inc. 255 Fiserv Drive Brookfield WI getsolutions@fiserv.com Fiserv Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark of Fiserv, Inc. Other products referenced in this material may be trademarks or registered trademarks of their respective companies COL 1/15