Welcome to the Citi Training Series website! Please find the updated schedule of upcoming, webinar sessions below. Click on the session titles for a course description.
To register, simply log into CitiManager® and access the Citi® Learning Center from the Web Tools icon. Click here and navigate to page 8 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 |
|---|---|---|
| Friday, November 1, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Tuesday, November 5, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Friday, November 15, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Thursday, November 21, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 4, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Friday, December 13, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 18, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Monday, December 23, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Friday, November 1, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Thursday, November 7, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Wednesday, November 13, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Tuesday, November 19, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Thursday, December 5, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 11, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 18, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Monday, December 30, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance. Topics that will be covered include downloading the form templates, populating the template, uploading the form template, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Monday, November 4, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Wednesday, November 13, 2024 | 4:00 p.m. - 5:00 p.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Wednesday, November 20, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Tuesday, November 26, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Thursday, December 5, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Tuesday, December 10, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Monday, December 16, 2024 | 9:00 a.m. - 10:00 a.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Friday, December 27, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered 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. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, November 14, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up. |
| Wednesday, November 20, 2024 | 9:00 a.m. - 10:00 a.m. ET | This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 11, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up. |
| Thursday, December 19, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Thursday, November 7, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Friday, November 15, 2024 | 4:00 p.m. - 5:00 p.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Thursday, November 21, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Tuesday, November 26, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Thursday, December 5, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 11, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Tuesday, December 17, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Monday, December 23, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of MasterCard's ICCP 2.0. Topics that will be covered include how to create single purchase requests, upload batch request through the tool, setup/maintain users, view/edit existing requests, and run some best practice reports within the tool and within CitiManager Reporting. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Monday, November 4, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Wednesday, November 13, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Tuesday, November 19, 2024 | 9:00 a.m. - 10:00 a.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Monday, November 25, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Thursday, December 5, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 11, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Tuesday, December 17, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Monday, December 23, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up. |
| Date | Start Time | Description |
|---|---|---|
| Monday, November 4, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Thursday, November 14, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Wednesday, November 20, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Monday, November 25, 2024 | 3:00 p.m. - 4:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Wednesday, December 4, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Tuesday, December 10, 2024 | 9:00 a.m. - 10:00 a.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Monday, December 16, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Friday, December 27, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides the day-to-day basic overview of the Expense Management system 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. |
| Date | Start Time | Description |
|---|---|---|
| Friday, November 1, 2024 | 11:00 a.m. - 12:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Wednesday, November 6, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Friday, November 15, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Tuesday, November 19, 2024 | 10:00 a.m. - 11:00 a.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Thursday, December 5, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Wednesday, December 11, 2024 | 12:00 p.m. - 1:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Monday, December 16, 2024 | 1:00 p.m. - 2:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |
| Monday, December 30, 2024 | 2:00 p.m. - 3:00 p.m. ET | This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up. |