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Your Citi/State of Texas Commercial Card Program Resource Link

Program Administrator Training

Welcome to the Citi Training website! Please find the updated schedule of upcoming, webinar sessions below. Click on the session titles for a course description and WebEx details.

Feburary 2017
Date Time Course Title
February 7, 2017 1:00 p.m. - 2:00 p.m. CT
CitIManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, performing routine online account maintenance for your cardholders and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

February 9, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting. Not all functionality may apply to your company's individual set up.

WebEx Site

February 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

February 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

February 15, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

February 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

February 22, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

February 23, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

February 28, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

March 2017
Date Time Course Title
March 7, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, performing routine online account maintenance for your cardholders and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

March 9, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting. Not all functionality may apply to your company's individual set up.

WebEx Site

March 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

March 14, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

March 15, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

March 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

March 21, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

March 22, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

March 23, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

April 2017
Date Time Course Title
April 05, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

April 10, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

April 11, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

April 11, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

April 12, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

April 12, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

April 13, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

April 13, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

April 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

April 19, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

April 24, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

April 25, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

April 25, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

April 26, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

April 26, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

April 27, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

April 27, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

April 28, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

May 2017
Date Time Course Title
May 03, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

May 08, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

May 09, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

May 09, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

May 10, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

May 10, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

May 11, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

May 11, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

May 12, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

May 22, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

May 23, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

May 23, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

May 24, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

May 24, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

May 24, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

May 25, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

May 25, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

May 31, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

June 2017
Date Time Course Title
June 07, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

June 12, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

June 13, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

June 13, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

June 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

June 14, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

June 15, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

June 15, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

June 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

June 21, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool."

WebEx Site

June 26, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

June 27, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

June 27, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

June 28, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

June 28, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

June 29, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

June 29, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

June 30, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site