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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.

September 2017
Date Time Course Title
September 6, 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

September 13, 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

September 14, 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

September 20, 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

September 21, 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

September 26, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

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

September 26, 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

September 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

September 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

October 2017
Date Time Course Title
October 02, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

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

October 02, 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

October 03, 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

October 04, 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

October 04, 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

October 05, 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

October 05, 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

October 06, 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

October 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

October 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

October 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

October 11, 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

October 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

October 12, 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

October 13, 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

October 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

October 16, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

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

October 17, 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

October 18, 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

October 18, 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

October 19, 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

October 19, 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

October 26, 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

October 30, 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

November 2017
Date Time Course Title
November 01, 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

November 01, 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

November 02, 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

November 02, 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

November 03, 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

November 03, 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

November 06, 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

November 07, 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

November 07, 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

November 08, 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

November 08, 2017 1:00 p.m. - 2:00 p.m. CT
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

November 09, 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

November 09, 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

November 10, 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

November 13, 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

November 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

November 14, 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

November 15, 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

November 15, 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

November 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced 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

November 16, 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

November 20, 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

November 21, 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

November 28, 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

December 2017
Date Time Course Title
December 04, 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

December 04, 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

December 05, 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

December 05, 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

December 06, 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

December 07, 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

December 07, 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

December 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

December 11, 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

December 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

December 12, 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

December 13, 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

December 13, 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

December 14, 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

December 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