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 |
|---|---|---|
| Thursday, June 4, 2026 | 1:00 p.m. - 2:00 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 16, 2026 | 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. |
| Wednesday, July 8, 2026 | 1:00 p.m. - 2:00 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, July 21, 2026 | 10:00 a.m. - 11:00 a.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, August 12, 2026 | 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. |
| Thursday, August 27, 2026 | 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. |
| Thursday, September 3, 2026 | 1:00 p.m. - 2:00 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. |
| Monday, September 21, 2026 | 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 |
|---|---|---|
| Wednesday, June 10, 2026 | 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 25, 2026 | 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. |
| Thursday, July 9, 2026 | 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, July 22, 2026 | 10:00 a.m. - 11:00 a.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, August 5, 2026 | 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, August 18, 2026 | 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, September 10, 2026 | 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. |
| Tuesday, September 22, 2026 | 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. |
| Date | Start Time | Description |
|---|---|---|
| Wednesday, June 10, 2026 | 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. |
| Thursday, June 25, 2026 | 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. |
| Tuesday, July 7, 2026 | 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. |
| Thursday, July 23, 2026 | 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, August 10, 2026 | 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. |
| Wednesday, August 26, 2026 | 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. |
| Thursday, September 10, 2026 | 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, September 22, 2026 | 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 |
|---|---|---|
| Wednesday, June 3, 2026 | 12:00 p.m. - 1:00 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. |
| Thursday, June 18, 2026 | 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, July 15, 2026 | 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. |
| Tuesday, July 28, 2026 | 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. |
| Tuesday, August 4, 2026 | 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. |
| Wednesday, August 26, 2026 | 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. |
| Wednesday, September 9, 2026 | 12:00 p.m. - 1:00 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, September 23, 2026 | 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 |
|---|---|---|
| Thursday, June 4, 2026 | 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. |
| Wednesday, June 17, 2026 | 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. |
| Thursday, July 16, 2026 | 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. |
| Wednesday, July 29, 2026 | 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. |
| Tuesday, August 11, 2026 | 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, August 27, 2026 | 2:00 p.m. - 3:00 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, September 8, 2026 | 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, September 24, 2026 | 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 22, 2026 | 11:00 a.m. - 12:00 p.m. ET | This course will offer an overview of the audit trail reports available in CitiManager® Reporting. The content of these reports will be covered, including their applicability and the data they reveal. Attendees will also learn how to customize these reports to generate specific insights related to account maintenance activities. |
| Tuesday, July 14, 2026 | 1:00 p.m. - 2:00 p.m. ET | This specialized course focuses on the Audit Trail reports available within CitiManager – Reporting. Attendees will learn about the content of these reports, their applications and how to analyze the data effectively. The training will also offer tips for customizing reports to track specific types of account maintenance performed on accounts. |
| Wednesday, August 12, 2026 | 11:00 a.m. - 12:00 p.m. ET | This specialized course focuses on the Audit Trail reports available within CitiManager – Reporting. Attendees will learn about the content of these reports, their applications and how to analyze the data effectively. The training will also offer tips for customizing reports to track specific types of account maintenance performed on accounts. |
| Wednesday, September 16, 2026 | 1:00 p.m. - 2:00 p.m. ET | This specialized course focuses on the Audit Trail reports available within CitiManager – Reporting. Attendees will learn about the content of these reports, their applications and how to analyze the data effectively. The training will also offer tips for customizing reports to track specific types of account maintenance performed on accounts. |
| Date | Start Time | Description |
|---|---|---|
| Wednesday, July 8, 2026 | 1:00 p.m. - 2:00 p.m. ET | This session builds on the foundational concepts of the CitiManager – Reporting Basic course. It will cover advanced features, including the customization of report prompts, maximizing summary data, utilizing metrics capabilities and performing trend analysis. We recommend completing the CitiManager – Reporting Basic course before attending the Advance Reporting session. |
| Thursday, August 13, 2026 | 11:00 a.m. - 12:00 p.m. ET | This session builds on the foundational concepts of the CitiManager – Reporting Basic course. It will cover advanced features, including the customization of report prompts, maximizing summary data, utilizing metrics capabilities and performing trend analysis. We recommend completing the CitiManager – Reporting Basic course before attending the Advance Reporting session. |
| Thursday, September 17, 2026 | 12:00 p.m. - 1:00 p.m. ET | This session builds on the foundational concepts of the CitiManager – Reporting Basic course. It will cover advanced features, including the customization of report prompts, maximizing summary data, utilizing metrics capabilities and performing trend analysis. We recommend completing the CitiManager – Reporting Basic course before attending the Advance Reporting session. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, July 30, 2026 | 1:00 p.m. - 2:00 p.m. ET | These interactive sessions provide an open forum for you to ask questions and discuss the effective use of CitiManager Tools without a fixed agenda. Participants are encouraged to bring real-world scenarios and questions related to CitiManager, CitiManager - Reporting and Transaction Management to receive practical guidance from experts and build confidence in their daily tasks. |
| Tuesday, August 18, 2026 | 11:00 a.m. - 12:00 p.m. ET | These interactive sessions provide an open forum for you to ask questions and discuss the effective use of CitiManager Tools without a fixed agenda. Participants are encouraged to bring real-world scenarios and questions related to CitiManager, CitiManager - Reporting and Transaction Management to receive practical guidance from experts and build confidence in their daily tasks. |
| Tuesday, September 15, 2026 | 12:00 p.m. - 1:00 p.m. ET | These interactive sessions provide an open forum for you to ask questions and discuss the effective use of CitiManager Tools without a fixed agenda. Participants are encouraged to bring real-world scenarios and questions related to CitiManager, CitiManager - Reporting and Transaction Management to receive practical guidance from experts and build confidence in their daily tasks. |
| Date | Start Time | Description |
|---|---|---|
| Wednesday, August 19, 2026 | 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. |