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Financial Performance Management Prologue™ Financials Training Catalog January 2018 – March 2018

Table of Contents

Financial Management Solutions Training from Fiserv ........................................................... 3

Online Learning Curriculums (for Version 10) .......................................................................... 4

Online Learning Courses (for Version 9 and earlier) ................................................................ 8

Virtual Classroom ..................................................................................................................... 10

Instructor-Led Classroom ......................................................................................................... 14

Custom Webinar ....................................................................................................................... 16

Contact, Registration, & Policies ............................................................................................. 17

To register, get more details, or see course dates, access The Learning Center. 2

Financial Management Solutions from Fiserv Our solutions help financial institutions organize, plan, direct, monitor, and control their monetary resources and financial data across the entire spectrum of income and expense, and asset and capital management.

Top Notch Learning Tools

We offer quality learning opportunities to help build your proficiency so that you get the most out of our solutions. Our training spans from basic to advanced concepts with step-by-step how-to instructions.

Fiserv Instructors

Our product education is led by experienced product specialists who use the products on a daily basis.

Variety of Learning Methods

We offer training options that will meet your needs.

Online Self-Paced Training Courses: set your own pace, offers you the most flexibility for scheduling your learning.

Virtual Classroom is a Group-Internet Based instructional method. Experience the same benefits of the classroom without having to leave your office. Learn with Hands-on lab and practice. Highly interactive.

Instructor Led Classroom is a Group-Live traditional workshop with hands-on practice.

Custom Webinar: led by an experienced product specialist, custom Webinar training provides personalized instruction and Q&A time using your institution’s data.

Financial Management Solutions Training from Fiserv

3

3 To register, get more details, or see course dates, access The Learning Center.

To access The Learning Center:

For In-House Environment users, logon to: http://fiserv.maplelearn.com

For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center

Online Learning Curriculums (for Version 10)


Our online self-paced training courses allow you to set your own learning pace and absorb key concepts through self-study and practice. These e-learning curriculum bundles offer you the most flexibility for scheduling and attending instructional training on how to use our products.

Prologue™ Financials Introduction and Administration Curriculum

This curriculum bundle is advanced preparation to classroom training and to the other Prologue online courses for In-House or Hosted environments. The courses in this curriculum introduce the basic functions and procedures frequently performed when working with Prologue, both as a user and in a technical environment (administrators and supervisors).

This curriculum includes the following courses:

• Introduction to Prologue™ Financials • Application Administrator • Setup for Document Storage and Retrieval Using Director/Nautilus

Price: $500 / 12-month access for single subscription, single user

Introduction to Prologue™ Financials

This training course introduces the basic functions and procedures frequently performed when working with Prologue, including:

Starting, exiting, and navigating the systems (including an overview of the navigator and buttons)

Working with records (searching, sorting, copying, deleting, and templates)

Managing data (safeguarding, backing up and restoring data)

Working with attachments

Maintaining company information

Accessing user assistance

An introduction to reporting

Length: one to two hours

Prologue™ Financials Application Administrator

This is a four-course series created for administrators of Prologue™ Financials for specific environments. Select the course series that aligns with your technical environment.

Course 1: Teaches the basics for accessing and navigating 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: 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 Data teaches you how to manage 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

Setup for Document Storage and Retrieval Using Director/Nautilus

In this tutorial, you will learn how to set up image and storage retrieval between Director/Nautilus and Prologue. You will learn how to set up component options, add keyword types for document retrieval, and configure documents for retrieval and setting up Hot Keys. You will also learn how to set up report configurations, report groups, and attachments.





To register, get more details, or see course dates, access The Learning Center.

5

Prologue™ Financials Accounts Payable and Add-Ons Curriculum

This curriculum bundle for In-House or Hosted environments introduces the Accounts Payable system to accounts payable end users. This curriculum includes the following courses:

• Prologue™ Financials Accounts Payable • Workflow Approvals for Prologue Financials™: A Course for the Administrator • Workflow Approvals for Prologue Financials™: A Course for the AP Specialist and Approver

Price: $500/ 12-month access for single subscription, single user

Prologue™ Financials Accounts Payable

A Basic Course

This online, self-study course series introduces Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of 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

Generating frequently used Accounts Payable reports

Advanced Preparation

We highly recommend that learners first complete the Prologue™ Financials Introduction and Administration Curriculum.

Length: four to six hours

Workflow Approvals for Prologue™ Financials: A Course for the Administrator

This tutorial is designed for the Prologue application administrator or Workflow Approvals administrator of the optional Web-based feature of Prologue: Workflow Approvals. This tutorial provides the following information:

• An introduction to Workflow Approvals for Prologue

• Navigation through the Workflow windows

• Administrator instructions for the setup of Prologue and Workflow Approvals (including the setup of users, approval limits, vendor and chart of account routing rules, and component options)

Workflow Approvals for Prologue™ Financials: A Course for the AP Specialist and Approver

This tutorial provides the following information:

• An introduction to Workflow Approvals for Prologue

• Navigation through the Workflow windows

• Instructions for the A/P Specialist role and processing vouchers

• Instructions for the Approver role

• Instructions for the Exception Handler role and Exception Item processing

• How to post Workflow transactions

• Instructions for accruing transactions crossing a month-end by the General Ledger Specialist




Prologue™ Financials Fixed Assets Curriculum

This curriculum for In-House or Hosted environments introduces the Fixed Assets system to fixed assets end users.


Prologue™ Financials Fixed Assets

A Basic Course

Throughout this online, self-study course series, you will learn the basics of Fixed Assets, which includes:

Setting up Fixed Assets

Creating and maintaining fixed assets

Processing depreciation

Generating reports

Exporting Fixed Assets data



Length: four to six hours CPE Credits: 5.5

Prologue™ Financials General Ledger Fundamentals Curriculum

This curriculum for In-House or Hosted environments introduces the General Ledger system to general ledger end users.


Prologue™ Financials General Ledger Fundamentals

Throughout this online, self-study course series, you will learn the fundamentals of General Ledger, which includes:

Introduction to General Ledger

Creating and posting journal entries

Working with General Ledger data



Prerequisites

Learners are expected to have general accounting knowledge, such as the difference between debits and credits, understand how a journal entry affects the balance of an account, etc. and/or must have a working knowledge of the individual steps in the account process.

Length: two to three hours CPE Credits 3.5



Prologue™ Financials General Ledger Advanced Curriculum

This curriculum bundle for In-House or Hosted environments provides advanced training on the General Ledger system for general ledger end users. This curriculum includes the following courses:

• General Ledger Account Reconcilement Reports • Using the Prologue™ Financials Allocation Module: Allocation Methods and Transactions • Creating and Maintaining Budgets • Intercompany Eliminations and Consolidated Reporting • Unattended Processing • General Ledger Reports: Using Queries and Filters • Vantage Budget Transfer • Subledger Balancing


General Ledger Account Reconcilement Reports

In this tutorial, you will learn how to generate general ledger history reports needed for reconciling and research, as well as how to use parameters and account masking for limiting the data included in the reports.

Using the Prologue™ Financials Allocation Module: Allocation Methods and Transactions

This tutorial is designed for General Ledger users who have the optional Allocation module. In this tutorial, you will learn:

• An overview of Allocations for Prologue • How to complete the Allocation Method window • How to use an Allocation Method in General Ledger journal

entry transactions, Accounts Payable transactions, and Fixed Assets transactions

• How to create an allocation transaction

Creating and Maintaining Budgets

In this tutorial, you will learn how to create and maintain budgets within General Ledger.

Intercompany Eliminations and Consolidated Reporting

This tutorial is designed for General Ledger users who have purchased a multi-company license including an elimination company. You will learn how to define eliminations and show the two ways to process eliminations within Prologue™ Financials.

Unattended Processing

In this tutorial, you will learn what the Unattended Processing feature allows you to do, how to set up Unattended Processing, and how to schedule and launch work packages.

General Ledger Reports: Using Queries and Filters

In this tutorial, you will learn how to use queries and filters for limiting the data included in reports, use Relative Date for exports and report configurations used in Unattended Processing, and find specific data and change the print layout for Trial Balance – Cumulative Transaction Journals.

Vantage Budget Transfer

This tutorial is designed for General Ledger users who are using the Vantage product for your A/L management. In this tutorial, you will the requirements and installation instructions for Prologue and Vantage, how to import and export data between Vantage and Prologue, and how to run Vantage reports.

Subledger Balancing

In this tutorial, you will learn how to create a G/L Import/Transaction Download Configuration to match the file with your Subledger balances, process the transaction download, create G/L Account Ranges for the Subledger Balancing Report (example – loan accounts, deposit accounts,

accounts without subledger balances), and run the Subledger

Balancing Report with and without additional parameters.


Online Learning Courses (for Version 9 and earlier)

Our online self-paced training courses allow you to 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.

Introduction to Prologue™

In-House Environment Hosted Environment

This is advanced preparation to classroom training and to the online courses. This training course introduces the basic functions and procedures frequently performed when working with Prologue, including:

Starting and exiting the systems

Navigating (including an overview of the navigator and buttons)

Working with records (searching, sorting, copying, deleting, and templates)

Managing data (safeguarding data and backing up and restoring)

Working with BLOB images

Maintaining company information

Accessing user assistance

An introduction to reporting

Length: one to two hours Price: $200 / 6-month access for single

subscription, single user

Prologue™ Application Administrator

In-House Environment Hosted Environment

This is advanced preparation to classroom training and to the online courses.

This is a four-course series created for administrators of Prologue™ Financials for specific environments. Select the course series that aligns with your technical environment.

Course 1: Teaches the basics for accessing and navigating 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: 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 Data teaches you how to manage 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 Price: $300 / 6-month access for single


8

Online Learning Courses (for Version 9 and earlier)

Prologue™ Accounts Payable

A Basic Course

This online, self-study course series introduces the Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of 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

Generating frequently used Accounts Payable reports


Learners should first complete the following online courses for Version 9 and earlier:



Length: four to six hours Price: $500 / 6-month access for single


Prologue™ Fixed Assets Version

A Basic Course

This online, self-study course series introduces Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Fixed Assets, which includes:

Setting up Fixed Assets

Creating and maintaining Fixed Assets

Processing depreciation

Generating reports

Exporting Fixed Assets data


Learners should first complete the following online courses for Version 9 and earlier:



Length: four to six hours CPE Credits: 5.5 Price: $500 / 6-month access for single


Financial Accounting Online Training Library for Version 9

In addition to the online courses listed in this catalog, free self-paced tutorials are available for viewing in the Learning Center.





Virtual Classroom

Virtual Classroom is a Group Internet Based instructional method. 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.

Prologue™ Financials Accounts Payable Version 10 with Hands-On Lab

A Basic Course

This interactive course introduces Accounts Payable from Fiserv to Accounts Payable end users.

Attendees receive hands-on guidance and practice on processing vouchers, vendor payments, and general ledger entries. Attendees will be guided through the process of gathering journal entry information from Accounts Payable.

This course covers the initial setup of the 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.

Objectives

You will learn how to: Create and maintain vendor records Record and process vendor transactions Create payments (check or ACH) Void checks Understand the recording of the entry to your general

ledger



No Prerequisites

Field of Study: Accounting - Technical

Length: eleven hours/four sessions in two days CPE Credits: 13 Date: Jan 16th – 17th

Feb 20th – 21st

Mar 6th – 7th Mar 20th – 21st

Price: $1,200

Prologue™ Financials Fixed Assets Version 10 with Hands-On Lab

A Basic Course This interactive course introduces Fixed Assets from Fiserv to Fixed Assets end users.

Attendees 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 Fixed Assets software, fixed assets input, asset classifications, depreciation processing, and fixed assets reporting.

Objectives

You will learn to: Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and

tax records Dispose of assets



No Prerequisites


Length: five hours/two sessions in one day

CPE Credits: 6

Date: Jan 18th Feb 22nd

Mar 8th Mar 22nd Price: $600


10

Virtual Classroom


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Prologue™ Financials General Ledger Version 10 with Hands-On Lab

A Basic Course

In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. This class provides an in-depth overview of the key functions and features of General Ledger. You will learn to maintain the general ledger chart of accounts. You will practice creating and posting journal entries. 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 transactions and budget history to help you analyze trends, and make better business decisions.

Objectives

You will learn how to: • Create and maintain your general ledger accounts • Record financial transactions • Record and process Accruals and Prepaids • Create reports that will help you make better decisions

and analyze trends • Automate and streamline daily, monthly, quarterly and

yearly processes


We highly recommend that learners first complete the Prologue™ Financials Introduction and Administration Curriculum (for Version 10).

No Prerequisites

Audience

This virtual classroom introduces General Ledger to general ledger end-users.

Field of Study: Accounting - Technical Length: ten hours/four sessions in two days CPE Credits: 14 Date: Jan 23rd – 24th Mar 13th – 14th Price: $1200

Prologue™ Financials General Ledger Financial Reports Version 10: Basics with Hands-On Lab

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 in-depth hands-on review of the financial report designer component within General Ledger.

This tool enables users to reconcile data, analyze trends, and effectively make better decisions. Learn how to create financial reports in this virtual classroom. The instructor will review and assist in creating, formatting, and maintaining row, column, and entity templates.

Objectives

You will learn to: • Create and maintain reports to track financial

performance • Write reports that provide data to make better

decisions • Use the drill-down feature from the financial reports

to view detail account information

No Advanced Preparation

Prerequisites

Learners should understand the following elements within General Ledger.

Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages,

budget amounts) Fiscal Years and Periods

Audience

This virtual classroom is intended for existing users who create and maintain financial reports within General Ledger.

Field of Study: Accounting - Technical Length: five hours/two sessions in one day CPE Credits: 6 Date: Jan 25th

Mar 15th Price: $600

Virtual Classroom


12

Prologue™ Financials General Ledger Financial Reports Version 10: Beyond the Basics with Hands-On Lab

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, byline), 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. You have the opportunity to interact with other participants, ask questions, and participate the same as in a regular classroom environment.

Objectives

You will learn how to: • Create custom financial reports beyond the standard

report set, such as: o Byline detail reports o Cash flow reports o Yield reports


Learners should first complete the Prologue™ Financials General Ledger Financial Reports Version 10-Basics with Hands-on Lab.

Prerequisites

Participants should have a strong working knowledge of accounting and experience working with General Ledger to create and maintain financial reports.

Audience



Length: four hours/two sessions in one day

CPE Credits: 5

Date: Feb 16th

Price: $500

Prologue™ General Ledger Version 9 and earlier with Hands-On Lab

A Basic Course

In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. This class provides an in-depth overview of the key functions and features of General Ledger. You will learn to maintain the general ledger chart of accounts. You will practice creating and posting journal entries. 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 transactions and budget history to help you analyze trends, and make better business decisions.

Objectives



yearly processes


We highly recommend that learners complete the following:

Introduction to Prologue™(for Version 9 and earlier)

Prologue™ Application Administrator online course (for Version 9 and earlier)

No Prerequisites

Audience

This virtual classroom introduces General Ledger to general ledger end-users.

Field of Study: Accounting - Technical Length: twelve hours/two sessions in two days CPE Credits: 14 Date: Feb 6th – 7th Price: $1200


9

Virtual Classroom


13

Prologue™ General Ledger Financial Reports Version 9 and earlier: Beyond the Basics with Hands-On Lab

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, byline), 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. You have the opportunity to interact with other participants, ask questions, and participate the same as in a regular classroom environment.

Objectives

You will learn how to: Create custom financial reports beyond the standard report

set, such as: o Byline detail reports o Cash flow reports o Yield reports


Learners should first complete the Prologue™ Financials General Ledger Financial Reports Version 9-Basics with Hands-on Lab.

Prerequisites

Participants should have a strong working knowledge of accounting and experience working with General Ledger to create and maintain financial reports.

Audience

This virtual classroom is intended for existing Prologue users who create and maintain financial reports within General Ledger.

Field of Study: Accounting - Technical Length: four hours/two sessions in one day CPE Credits: 5 Date: Mar 21st

Price: $500

Prologue™ General Ledger Financial Reports Version 9 and earlier: Basics with Hands-On Lab

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 in-depth hands-on review of the financial report designer component within General Ledger.

This tool enables users to reconcile data, analyze trends, and effectively make better decisions. Learn how to create financial reports in this virtual classroom. The instructor will review and assist in creating, formatting, and maintaining row, column, and entity templates.

Objectives






Prerequisites

Learners should understand the following elements within General Ledger. Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages,


Audience


Field of Study: Accounting - Technical Length: five hours/two sessions in one day CPE Credits: 6 Date: Feb 8th Price: $600


Instructor-Led Classroom

Prologue™ Financials Accounts Payable Version 10

A Basic Course

This interactive course introduces Accounts Payable from Fiserv to Accounts Payable end users.

Attendees receive hands-on guidance and practice on processing vouchers, vendor payments, and general ledger entries. Attendees will be guided through the process of gathering journal entry information from Accounts Payable.

This course covers the initial setup of 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.

Objectives

You will learn how to: Create and maintain vendor records Record and process vendor transactions Create payments (check or ACH) Void checks Understand the recording of the entry to your general

ledger



No Prerequisites

Field of Study: Accounting - Technical CPE Credits: Length: Date/Location: Price:

15 two days Feb 6th – 7th Alpharetta, GA $1,200

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. Classes are hosted at our training centers in Phoenix, AZ and Alpharetta, GA.

Prologue™ Financials Fixed Assets Version 10 A Basic Course

This interactive course introduces Fixed Assets from Fiserv to Fixed Assets end users.

Attendees 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 Fixed Assets software, fixed assets input, asset classifications, depreciation processing, and fixed assets reporting.

Objectives

You will learn to: Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and tax

records Dispose of assets



No Prerequisites

Field of Study: Accounting - Technical CPE Credits: 7 Length: one day Date/Location: Price:

Feb 8th $600

Alpharetta, GA


Instructor-Led Classroom

Prologue™ Financials General Ledger Version 10

A Basic Course

This two-day class targets those who operate General Ledger on a daily and monthly basis. The class provides an in-depth overview of the key functions and features of 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.

Focus Areas

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 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 General Ledger

Objectives



yearly processes



No Prerequisites

Field of Study: Accounting - Technical CPE Credits: 15 Length: two days Date/Location: Feb 13th – 14th Alpharetta, GA

Price: $1,200

Prologue™ Financials General Ledger Financial Reports Version 10

A Basic Course

This one-day class provides an in-depth hands-on review of the financial report designer component within General Ledger. This tool enables users to reconcile data, analyze trends, and effectively make better decisions.

Bring a sample financial report to this session and learn how to recreate it in class. The instructor reviews and assists attendees in creating, formatting, and maintaining row, column, and entity templates.

Audience

This course targets those who create and maintain financial reports within General Ledger.

Objectives






Prerequisites

Learners should understand the following elements within General Ledger:

Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages,



CPE Credits: 7 Length: one day Date/Location Feb 15th Alpharetta, GA Price: $600




12

Custom Webinar

Led by our experienced product specialists, custom Webinar training provides product instruction and Q&A opportunities via interactive Web presentations using your institution’s data.

Prologue™ Financials Custom Webinar If you would like to schedule a Prologue Custom Webinar using your institution’s data, please contact our training administrator at [email protected].


mailto:[email protected]

Contact, Registration, & Policies


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: www.nasbaregistry.org..

Register via the Web


For In-House Environment users, log on to: http://fiserv.maplelearn.com

For IW or Hosted Environment users, log on to: Intelligent Workplace > Answer Center > Training Center

Contact our Training Administrator For feedback regarding a program, contact our training administrator at 678-375-5257 or 800-947-0047, or e-mail [email protected].

Cancellation Policy Cancellations made fewer than fourteen days prior to the first day of a class, seven days prior to the first day of a Virtual class, 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 class with a fourteen-day notice, cancel a scheduled Virtual class with a seven-day notice, and to cancel a scheduled webinar with a five-day notice to registrants. If a class, Virtual class, or webinar is canceled for any reason, Fiserv liability is limited to the fee only.

http://www.nasbaregistry.org/

mailto:[email protected]

Fiserv Inc. 800-872-7882 ©2018 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.

255 Fiserv Drive 262-879-5322 Brookfield [email protected] WI 53045 www.fiserv.com

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