Welcome to the Citi Training Series website! Please find the updated schedule of upcoming, webinar sessions below.
To register, simply log into CitiManager® and access the Citi® Learning Center from the Web Tools tab. Click here for detailed instructions.
In order to allow time to login, classes open 15 minutes prior to the actual start time. For example: A class scheduled to start at 1:00 PM ET will open at 12:45 PM ET.
| Date | Start Time | Description |
|---|---|---|
| Wednesday, March 5, 2025 | 3:00 p.m. - 4:00 p.m. ET | 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 agency’s individual set up. |
| Tuesday, March 18, 2025 | 12:00 p.m. - 1:00 p.m. ET | 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 agency’s individual set up. |
| Tuesday, April 8, 2025 | 4:00 p.m. - 5:00 p.m. ET | 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 agency’s individual set up. |
| Wednesday, April 23, 2025 | 11:00 a.m. - 12:00 p.m. ET | 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 agency’s individual set up. |
| Wednesday, May 7, 2025 | 11:00 a.m. - 12:00 p.m. ET | 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 agency’s individual set up. |
| Tuesday, May 27, 2025 | 2:00 p.m. - 3:00 p.m. ET | 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 agency’s individual set up. |
| Tuesday, June 3, 2025 | 3:00 p.m. - 4:00 p.m. ET | 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 agency’s individual set up. |
| Wednesday, June 18, 2025 | 12:00 p.m. - 1:00 p.m. ET | 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 agency’s individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, March 13, 2025 | 1:00 p.m. - 2:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Wednesday, March 26, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Tuesday, April 15, 2025 | 2:00 p.m. -3:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Thursday, April 24, 2025 | 11:00 a.m. - 12:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Thursday, May 8, 2025 | 3:00 p.m. - 4:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Tuesday, May 27, 2025 | 11:00 a.m. - 12:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Friday, June 13, 2025 | 1:00 p.m. - 2:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Thursday, June 26, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class provides a basic overview of the CitiManager: Reporting system. This includes 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. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, March 6, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Tuesday, March 18, 2025 | 3:00 p.m. - 4:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Wednesday, April 9, 2025 | 2:00 p.m. - 3:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Tuesday, April 22, 2025 | 10:00 a.m. - 11:00 a.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Monday, May 5, 2025 | 9:00 a.m. - 10:00 a.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Wednesday, May 7, 2025 | 3:00 p.m. - 4:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Friday, June 6, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Wednesday, June 18, 2025 | 3:00 p.m. - 4:00 p.m. ET | This class reviews the CitiManager Online Application/Maintenance and Bulk Online Application/Maintenance 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 in CitiManager. Not all functionality may apply to your agency’s individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, March 13, 2025 | 1:00 p.m. - 2:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Monday, March 24, 2025 | 11:00 a.m. - 12:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Wednesday, April 2, 2025 | 10:00 a.m. - 11:00 a.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Thursday, April 24, 2025 | 1:00 p.m. - 2:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Tuesday, May 20, 2025 | 10:00 p.m. - 11:00 a.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Wednesday, May 28, 2025 | 2:00 p.m. - 3:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Friday, June 13, 2025 | 1:00 p.m. - 2:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Tuesday, June 24, 2025 | 11:00 a.m. - 12:00 p.m. ET | Topics that will be covered will be how to add maintain general ledger codes and how to apply them at both the Account and Hierarchy level. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Wednesday, March 5, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Thursday, March 27, 2025 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Monday, April 7, 2025 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Tuesday, April 22, 2025 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Tuesday, May 6, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Thursday, May 29, 2025 | 2:00 p.m. - 3:00 m.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Thursday, June 5, 2025 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Friday, June 27, 2025 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of what your Cardholders can do in CitiManager to manage their own account. Topics covered include how to perform card and profile maintenance, view/print a statement, review recent transactions, make a payment and turn on alerts. It also covers how to self-register as a Cardholder, how to reset a password or retrieve a username, and how to access and use the CitiManager Mobile App. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, June 12, 2025 | 8:00 a.m ET - 5:00 p.m ET | Training consists of an 8-hour hands-on classroom session with intermittent breaks, and including a one-hour scheduled lunch. Participants will learn the basics of operating and navigating CitiManager, Transaction Management, and CitiManager Reporting. All participants are encouraged to interact with our Training Specialists, and fully participate in classroom discussions. This course will cover basic Citibank Reporting - including scheduling reports and report editing. We will also cover card management functions, including card activation/deactivation, opening and closing accounts, account transfers, credit and cash limit maintenance and a host of other functions. |