Symitar
Symitar Educational Conference (SEC) & TechConnect

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Educational Conference (SEC) & TechConnect.
-- DAYS UNTIL SEC BEGINS!

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SEC 2019 AGENDA

Use the below agenda to help plan your days at the SEC by filtering by the information that's the most important to you (Capabilities), your technical aptitude (Technical Readiness), or the role you play at your institution (Role) – you can use up to all three filters at once. When you see a session you want to attend, click and highlight the field. Once you've chosen all your sessions, save and print your selections to guide your registration.

*Please note this does not take the place of registration.


 
Session Code
Day
14
09/16/19 09:00 AM-12:15 PM
Monday
Operate credit union at higher efficiency; Prepare and engage employees
User
Technology; Operations
Pre-Conference Workshop  Half-Day: Introduction to Episys PowerFrame Batch​ ​
Episys PowerFrame Batch is a robust application that allows you to schedule and administer batch jobs and other automation tasks directly from Episys Quest. In a half-day session, we’ll cover the setup and administration of scheduling using PowerFrame Batch. This interactive, hands-on class is geared toward Episys Operations staff who want a closer look at this exciting new functionality. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
79
09/16/19 09:00 AM-12:15 PM
Monday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations
Pre-Conference Workshop One-and-a-Half Day: Your Key to Success – Project Management Basics​

In just a day and a half, we’ll introduce the basics of the language, processes, and tools used in project management. We'll cover the soft skills necessary to manage projects successfully. If you want to increase project success and understand the language of project management, this is for you.​ This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event. This session will be eligible for 6 CPE credits.

 
113
09/16/19 09:00 AM-12:15 PM
Monday
Operate credit union at higher efficiency
User
Business Leader; Operations
Pre-Conference Workshop Half-Day: Continuous Process Improvement​

A half-day workshop is a perfect way to learn about the key elements of continuous process improvement (CPI), while engaging in interactive discussions and exercises. This workshop enables participants to have fun while learning key tools and concepts. If you're interested in learning about a business improvement strategy for eliminating waste and reducing errors, this is for you. After this, you'll be able to identify opportunities for improvement and apply 80-20 thinking as you analyze problems and uncover opportunities. This is active learning. Wear comfortable clothes and shoes for walking and team activities. This session will be eligible for 1 CPE credit. This session will be held at the Hilton.

 
124
09/16/19 09:00 AM-04:15 PM
Monday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Technology
​Pre-Conference Workshop Full-Day: What Everyone Ought to Know About Cyber Resiliency
​​Being resilient is more than just protecting against cyberattacks. It’s a posture of proactive readiness to address a breach or hacking attempt on every level, right when it occurs. It’s a strategic stance of always being prepared to act. We’ll cover the latest issues and challenges—and how you can become cyber resilient in a time when criminals are growing increasingly creative and persistent. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
156
09/16/19 09:00 AM-04:15 PM
Monday
Operate credit union at higher efficiency
Developer
Technology
Pre-Conference Workshop Full-Day: Fall in Love with Episys ​PowerFrame
If you're a programmer with a background in PowerOn, Java or HTML/JavaScript®, Angular, Ionic, etc., and you have the desire to start building your own applications, then this hands-on workshop is perfect for you. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
163
09/16/19 09:00 AM-12:15 PM
Monday
Grow your loan portfolio; Operate credit union at higher efficiency
User
Operations; Member Service/Experience
Pre-Conference Workshop One-and-a-Half Day: Episys Lending A to Z

During this innovative, hands-on session, explore various aspects of the Episys lending platform, from best practices for handling everything from interest-only loans, to rate and payment changes, to setting up loans with multiple repayment schedules. If you’re a lending professional and you want to be sure you're taking full advantage of all Episys has to offer, this day-and-a-half class is for you. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event. This session will be eligible for 6 CPE credits.

 
209
09/16/19 09:00 AM-12:15 PM
Monday
Operate credit union at higher efficiency
User
Business Leader
​Pre-Conference Workshop Half-Day: Power BI™ with ARCU and EDS​
If you're interested in using Microsoft® Power BI to analyze your Advanced Reporting for Credit Unions™ (ARCU) or Episys Data Store (EDS) database, join us for this hands-on, interactive class. You'll have a chance to see Power BI in action and get answers to some of your questions about using the powerful tool with Episys data. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
49
09/16/19 01:00 PM-04:15 PM
Monday
Operate credit union at higher efficiency
User
Operations; Member Service/Experience
Pre-Conference Workshop Half-Day: DIY: Episys Collection Queue and Collection Package ​

Learn how to create your own Episys collection queues and other collection package tips and best practices​ directly from our experts. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event. This session will be eligible for 3 CPE credits.

 
181
09/16/19 01:00 PM-04:15 PM
Monday
Operate credit union at higher efficiency
Developer
Technology
​Pre-Conference Workshop Half-Day: SymXchange Web Services: Hands-On Programming
​A hands-on exploration of some commonly used SymXchange web service calls. If you're programming a SymXchange interface or plan to start one soon, this course will give you an opportunity to learn common methods for employing SymXchange messages. The primary goal is to create real code to perform common tasks in SymXchange using a web service client proxy. This is intended for programmers and developers who have an interest in using SymXchange for future integrations. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
207
09/16/19 01:00 PM-04:15 PM
Monday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations
Pre-Conference Workshop Half-Day: Continuous Process Improvement
A half-day workshop is a perfect way to learn about the key elements of continuous process improvement (CPI) while engaging in interactive discussions and exercises. This workshop enables participants to have fun while learning key tools and concepts. If you're interested in learning about a business improvement strategy for eliminating waste and reducing errors this is for you. After this you'll be able to identify opportunities for improvement and apply 80-20 thinking as you analyze problems and uncover opportunities. This is active learning. Wear comfortable clothes and shoes for walking and team activities. ​
 
17
09/17/19 08:00 AM-08:45 AM
Tuesday
Operate credit union at higher efficiency; Help members toward financial success
User
Operations
Product Showcase: RemitPlus Express – An Integrated Receivables Approach to Payment Automation
Let us show you how RemitPlus Express can significantly reduce labor-intensive payment processing including checks stubs envelopes and correspondence for your mail-in loan and credit card receivables. We'll even provide information about how to aggregate electronic bill payments with RemitCentral.
 
25
09/17/19 08:00 AM-08:45 AM
Tuesday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Product Showcase: CFM – How Fusing Technology Design and Delivery Can Inject New Life into Your Banking Strategy
What is the branch of the future and what does transformation really mean in today’s fast-paced market? Should you focus on engaging experiences? Shift from transactional to advisory? Enhance member discovery of products and services? Find ways to migrate transactions to more efficient channels? Enable Universal Associates and open branch designs? All of these? We’ll discuss the strategy shift required to embrace the future of banking and provide real-life success stories to help you develop a successful strategy for your future.
 
67
09/17/19 08:00 AM-08:45 AM
Tuesday
 
Leader (soft skills)
Business Leader; Operations
Product Showcase: jhaEnterprise Workflow – Top Five Guilt-Free Tips to Blending Solutions

Did you know that jhaEnterprise Workflow (EWF) can turn your manual work into automated processes? It can — even those that involve multiple departments and products!

 
133
09/17/19 08:00 AM-08:45 AM
Tuesday
Grow your loan portfolio; Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Sales and Marketing; Business Leader
Product Showcase: Commercial Lending Center Suite—The Best Way to Grow and Manage an MBL Portfolio! ​
​The Commercial Lending Center Suite is the best way to grow monitor and manage your member business lending portfolio. With a completely digital loan lifecycle you can effectively manage and service your borrowers through every stage of lending—ultimately building relationships that continue well beyond payoff. Learn how to grow your portfolio with this innovative loan origination platform from ProfitStars! ​
 
15
09/17/19 09:00 AM-12:15 PM
Tuesday
Operate credit union at higher efficiency; Prepare and engage employees
User
Operations; Technology
Pre-Conference Workshop Half-Day; Automation Update: OpCon​™​

OpCon is an enterprise-wide, near-real-time business process automation product. You’ll receive an overview of the latest OpCon features and examples of innovative automation items from Symitar and SMA Technologies experts. Whether you’re a current or future user of OpCon, you’ll benefit from this hands-on session. This session will be eligible for 1 CPE credit. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.

 
47
09/17/19 09:00 AM-09:45 AM
Tuesday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations; Member Service/Experience
Product Showcase: Symitar Solutions Member Communication Suite
Discover how the Member Communication Suite can help you communicate more effectively and personally with members. We’ll show you how to reduce mailing and call center costs but still capture the attention of your members. You can meet their individual needs with effective communication products designed especially for you.
 
59
09/17/19 09:00 AM-12:15 PM
Tuesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Operations; Technology
Pre-Conference Workshop Half-Day: RBAC Made Simple with System Web Console​
Come find out why RBAC is the way to go! You’ll learn how to enable RBAC in symop; how to set up resource groups, roles, and users; and how to download log files and use other helpful System Web Console features. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
65
09/17/19 09:00 AM-09:45 AM
Tuesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency; Help members toward financial success
Leader (soft skills)
Business Leader; Operations; Sales and Marketing; Member Service/Experience
Product Showcase: Banno the Digital Experience
“Moving at the speed of now” means being prepared to meet your member's needs wherever they are at any time and from any device. Experience the digital banking ecosystem built on the Banno platform.
 
70
09/17/19 09:00 AM-09:45 AM
Tuesday
 
Leader (soft skills)
Business Leader; Operations
Product Showcase: ImageCenter and AlertCenter​
Get an inside look at how ImageCenter and AlertCenter work together to protect your members and your financial institution.
 
74
09/17/19 09:00 AM-09:45 AM
Tuesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader
Product Showcase: Understanding Your ROI in Moving to HNS
Explore the math behind Gladiator Hosted Network Solutions (HNS). Learn how to quantify operational and financial gains in moving from an in-house windows infrastructure to HNS. See how to improve your operational efficiencies as you hear about ROI case studies from five financial institutions.
 
137
09/17/19 09:00 AM-12:15 PM
Tuesday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Technology; Sales and Marketing; Member Service/Experience
Pre-Conference Workshop Half-Day (Free): ​JHA Analyst Panel—Trends in Digital Banking Digital Payments the Credit Union Industry and More​
Hear from our team of expert Jack Henry and Associates' analysts on the latest industry trends. We'll present the most recent and interesting information about digital payments, digital banking, AI, and more. After you hear from our presenters, you'll break into roundtable groups where you’ll have the opportunity to sit with the analyst of your choice to ask more detailed questions and share current experiences with your peers. This session will be held at the Hilton.
 
142
09/17/19 09:00 AM-12:15 PM
Tuesday
 
Leader (soft skills)
Business Leader; Sales and Marketing; Member Service/Experience
Pre-Conference Workshop Half-Day: ​Design Thinking Workshop​
This hands-on workshop introduces you to the mindset and methods of design thinking and how this approach can be used to solve business challenges. Learn the same techniques that IDEO© and Google® use to create innovative solutions. You’ll discover the collaborative tools, iterative processes, and intrapreneurial support needed to solve problems more effectively within your credit union and for your members. This is an introductory workshop; no prior experience is required. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.
 
152
09/17/19 09:00 AM-12:15 PM
Tuesday
Operate credit union at higher efficiency
User
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Pre-Conference Workshop Half-Day: Introduction to jhaEnterprise Workflow​​

What is the best way to see what a product like jhaEnterprise Workflow can do for you? Play with it! Join us for this half-day, hands-on workshop, during which you’ll have the chance to take a tour around and set up a couple of your own workflows. This is intended for prospective users who want to learn more about how jhaEnterprise Workflow can streamline business processes. This session will be eligible for 1 CPE credit. This session will be held at the Symitar office - transportation will be provided - more details will be sent to those registered for this class closer to the event.

 
200
09/17/19 09:00 AM-12:15 PM
Tuesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency; Help members toward financial success; Prepare and engage employees; Meet compliance requirements and other regulations
Developer
Business Leader
Pre-Conference Workshop Half-Day (Free): ​Ideation Completion​​
Ideas…we know you have them! It's frustrating when you have an idea that you just can’t make work. Or when you get halfway through a project only to have a manager tell you "it's not quite right." Or you want to submit something to Creative Solutions but can't seem to get it across the finish line. Do you have innovative, yet half-finished programs or customizations at this very moment? You are in luck! This year, we're offering a unique half-day pre-conference experience designed to help you complete those unfinished projects and programs. Bring your underdeveloped ideas and let Symitar's panel of expert programmers, analysts, SymAdvisors, and your peers offer advice and assistance on the best way to make your idea a reality. And the best part is, it’s free! Seats are limited—don't miss out! This session will be held at the Hilton.
 
208
09/17/19 09:00 AM-12:15 PM
Tuesday
Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations
Pre-Conference Workshop Half-Day: Continuous Process Improvement
A half-day workshop is a perfect way to learn about the key elements of continuous process improvement (CPI) while engaging in interactive discussions and exercises. This workshop enables participants to have fun while learning key tools and concepts. If you're interested in learning about a business improvement strategy for eliminating waste and reducing errors this is for you. After this you'll be able to identify opportunities for improvement and apply 80-20 thinking as you analyze problems and uncover opportunities. This is active learning. Wear comfortable clothes and shoes for walking and team activities. ​
 
36
09/17/19 10:00 AM-10:45 AM
Tuesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Operations
Product Showcase: Synergy Express for Credit Unions
Are you aware of the benefits of using the Synergy Express datacenter-hosted solution to improve processes across your organization? Discover how Synergy Express can take some of the work out of your processes.
 
71
09/17/19 10:00 AM-10:45 AM
Tuesday
 
Leader (soft skills)
Business Leader; Operations
Product Showcase: Cracking the Xperience Secret
This overview of the Xperience framework will show you how to run multiple complementary products or multiple sessions of the same product simultaneously. You’ll learn how you can streamline your workflows and create simple seamless Xperience for your employees.
 
125
09/17/19 10:00 AM-10:45 AM
Tuesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Business Leader; Operations
​Product Showcase: AlertCenter – Prevent Check Fraud
Whether you’re curious about what the AlertCenter check fraud solution is or are a current user this is for you. We'll provide an overview of AlertCenter a preview of what is changing and information about what type of fraud credit unions are seeing today. ​ ​
 
162
09/17/19 10:00 AM-10:45 AM
Tuesday
Operate credit union at higher efficiency
Leader (soft skills)
Operations; Member Service/Experience
Product Showcase: ​jhaCall Center
​How are you answering the call? Member service is mission-critical. jhaCall Center is a comprehensive and cost-effective telephone support and member service solution. Learn how to implement jhaCall Center to gain the benefits of high-quality high-touch member care service.
 
1
09/17/19 01:00 PM-01:45 PM
Tuesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency; Help members toward financial success; Prepare and engage employees; Meet compliance requirements and other regulations
User
Operations; Technology; Member Service/Experience
Product Showcase: SymAdvisor
The SymAdvisor team is growing and progressing so that we can to help you improve how you Episys. We're excited to share the features and functions of some of the innovative solutions we've developed in the past few years. You’ll learn how to find extra money and extra time hidden throughout your organization.
 
76
09/17/19 01:00 PM-01:45 PM
Tuesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Operations; Technology
Product Showcase: Gladiator TotalProtect​: How to Use Predictive Analytics Machine Learning and Threat Intelligence to Develop an Integrated Security Ecosystem
Worldwide 80% of cyber security breaches go undetected. Effective security requires visibility (all devices and all infrastructure in real time) but also context (the devices that represent a threat and their capability) so that you can manage the threat not the noise that multiple security tools create. You need a comprehensive SIEM (security information event management) solution to detect and address system and security issues. We discuss advances in technology and explain how Gladiator Total Protect leverages cross correlation and applies machine learning and UEBA (user and entity behavior analytics) to improve response and to stop breaches before they occur.
 
82
09/17/19 01:00 PM-01:45 PM
Tuesday
Improve member and deposit acquisition; Grow your loan portfolio
Leader (soft skills)
Business Leader; Sales and Marketing
Product Showcase: Synapsys – Sales Events and Pipeline
Wait until you see how easy it is to report sales events and pipeline activities with Synapsys. Learn how you can grow and manage loans and deposits and see how you can use Synapsys Sales Events to effectively manage member relationships.
 
90
09/17/19 01:00 PM-01:45 PM
Tuesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations
Product Showcase: What's New from the Episys Professional Services Team
The Episys Professional Services team has built some exciting complementary services and solutions for you. Hear about Episys Dealer Connect SymApp updates and integration Quick Records for PSCU and much more. Extend your Episys platform capabilities and reach your goals!
 
122
09/17/19 01:00 PM-01:45 PM
Tuesday
Operate credit union at higher efficiency; Help members toward financial success
Leader (soft skills)
Business Leader
Product Showcase: ​Financial Performance Suite (FPS)
Explore the components of the FPS suite and see a demonstration of the products that are available​ right now. ​
 
66
09/17/19 02:00 PM-02:45 PM
Tuesday
Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader; Operations
Product Showcase: Branch Anywhere
We're excited about our new product launch! Find out how to implement an enterprise mobile strategy through a mobile application platform for your employees.
 
120
09/17/19 02:00 PM-02:45 PM
Tuesday
Grow your loan portfolio; Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader; Sales and Marketing
​Product Showcase: ​FPS Module – Performance Scorecard​
​Do you know the score? ​Performance Scorecard is being added to the Financial Performance Suite (FPS) and will be available in the third quarter of 2019. Learn about the elements of a balanced scorecard and how you can use it for performance management and incentive compensation. ​
 
132
09/17/19 02:00 PM-02:45 PM
Tuesday
Grow your loan portfolio; Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Operations
Product Showcase: ​Document and Covenant Lending – Tracking Ticklers and Technology
Tracking documents and covenants inside the commercial portfolio is far from fun but required nonetheless. Let’s look at the best ways to gain efficiency using technology in the tracking process to ensure all your i’s are dotted and t’s are crossed. ​
 
151
09/17/19 02:00 PM-02:45 PM
Tuesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Sales and Marketing
Product Showcase: EPS Business Suite of Products
​Do you provide an integrated suite of payment solutions supporting the entire payment cycle? It can be done now with the EPS Business Suite of Products. Business members want a comprehensive payment platform in every payment channel. See how you can meet that need and exceed the expectations of your business members. ​
 
157
09/17/19 02:00 PM-02:45 PM
Tuesday
Operate credit union at higher efficiency
Developer
Technology
​Product Showcase: PowerFrame and MicroApps
See a demonstration and join the conversation about Episys PowerFrame applications and features. An exciting look at our new free MicroApps and all they have to offer! ​
 
09/17/19 06:00 PM-09:00 PM
Tuesday
 
 
 
Bayfront Welcome Reception
Enjoy cocktails and conversation on the green at this year's Bayfront Welcome Reception.
 
28
09/18/19 08:00 AM-09:15 AM
Wednesday
Help members toward financial success; Prepare and engage employees
User
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Delivering to Modern Membership: Are you Ready?

Who is the “modern member”? What does the modern member’s experience look like? We’ll explore the topic of modern membership as we reveal proprietary research on member insights and on what matters most to your members. This session will be eligible for 1 CPE credit.

 
33
09/18/19 09:45 AM-10:45 AM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
User
Operations
S​ynergy: Client Showcase
Attend this best-practices session to learn how other credit unions use Synergy and to hear about the benefits they're experiencing. After a brief presentation of each topic you'll be able to interact with Synergy clients and Synergy experts through Q&A.
 
111
09/18/19 09:45 AM-10:45 AM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader; Operations
Roundtable: Episys Beta Testing
Join the conversation with our very own Software Acceptance Management (SAM) analysts perspective clients and current beta testing clients about the benefits of being a beta tester. ​
 
135
09/18/19 09:45 AM-10:45 AM
Wednesday
Improve member and deposit acquisition; Grow your loan portfolio; Help members toward financial success
Leader (soft skills)
Business Leader; Sales and Marketing
How Autobooks Will Change the Way You Approach Small Businesses
​Would you like to do more for your members with small businesses? Come to this session to hear about the results financial institutions have had deploying Autobooks a digital first small business product suite designed specifically to meet the needs of today's modern small business. You will see how it improves customer loyalty by making it easy for businesses to get paid and to manage their finances directly from your existing banking channels.
 
145
09/18/19 09:45 AM-10:45 AM
Wednesday
Meet compliance requirements and other regulations
User
Operations
​Roundtable: Boost Your ACH Skills​
​Do you have some great ACH tips and tricks to share? Join other ACH processors and IT operations staff for a conversation on common ACH issues solutions and best practices.
 
146
09/18/19 09:45 AM-10:45 AM
Wednesday
 
 
Business Leader; Operations; Member Service/Experience
Ready Set Tap: EMV Contactless Cards
Why is there so much hype about contactless cards? Although they've failed to take off in the past we’ll explain why dual interface cards will have staying power this time around. Learn the benefits of contactless cards for you and your cardholders. We'll also address card issuance planning and considerations. ​
 
160
09/18/19 09:45 AM-10:45 AM
Wednesday
Operate credit union at higher efficiency
User
Operations; Technology
​Do You Want to Save Time?
Learn hot tips and cool tricks on Episys​ that will make your life a whole lot better. ​​
 
193
09/18/19 09:45 AM-10:45 AM
Wednesday
Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Episys Escape Room (Group 1): A Mental and Physical Adventure-Based Puzzle Solving Game
Play our special Symitar edition of an escape room! You and a small team have been framed for stealing the cash reserves from Nakatomi Corporation and locked in a board room. The police are on their way! Do you have what it takes to escape the room discover the identity of the real thief and protect your good name? Solve a series of puzzles and riddles using clues hints scavenger hunting and strategy to get out before your time is up. We offer puzzle-solving for all skill levels. You may even learn a few things about Symitar that you didn’t know before! Please note this unique networking session is limited to a very small number of players. Once you register your team will be counting on you to help them escape. Please cancel in advance if your plans change.
 
104
09/18/19 09:45 AM-10:45 AM
Wednesday
Operate credit union at higher efficiency; Help members toward financial success; Prepare and engage employees
Leader (soft skills)
Operations; Member Service/Experience
Apply These Three Techniques to Improve Your Members' Experience
If you want information about how to lead your member experience initiative; how to create a compelling strategic plan for member experience; how and why to create and sustain collaborative cross-functional teams; and how to create a process for identifying prioritizing and communicating your member experience join us.​
 
23
09/18/19 11:00 AM-12:00 PM
Wednesday
Improve member and deposit acquisition; Help members toward financial success
Developer
Technology
The Bump Calculator Application: Using Episys PowerFrame to Retain Deposits
If you're looking for new and better ways to serve members and make life easier for staff think about using Episys PowerFrame to build workflows. Symitar guru James Burke-Frazier will demonstrate a bump-rate calculator application designed to help staff retain share deposits by increasing dividend rates within an approved range. You’ll learn how to build the application including the PowerOn As a Service code that drives it all. If you’re a programmer who wants to know more about the capabilities of the Episys PowerFrame platform this one’s for you.
 
35
09/18/19 11:00 AM-12:00 PM
Wednesday
Operate credit union at higher efficiency
User
Business Leader; Operations
Roundtable: How You Can Benefit from an ACH Refresh
Bring us your questions about our ACH Refresh offering. Find out if the project is right for you! An ACH Refresh overhauls your current ACH process and ensures that you are processing in the most efficient manner. Join the conversation to see how you can benefit from an ACH Refresh.
 
72
09/18/19 11:00 AM-12:00 PM
Wednesday
 
User
Operations; Technology; Member Service/Experience
Rediscover the Power of Episys

Current Episys users can join our Sales team for a fun, fast-paced demonstration that includes highlights from our current Episys release, enhancements from our previous releases that you may have overlooked, time- and money-saving tips for better system performance, and examples of our robust integration with JHA and third-party products. Even longtime Episys users will learn something new from this information-packed, high-level overview of what Episys can do for you. This session will be eligible for 1 CPE credit.

 
81
09/18/19 11:00 AM-12:00 PM
Wednesday
Improve member and deposit acquisition; Operate credit union at higher efficiency
Developer
Business Leader; Technology
Data Analytics: What's All the Hype?
We’ve been doing just fine without data analytics, haven’t we? Do we really need a data strategy? Yes. We live in a world full of data that is always multiplying. We're creating 2.5 quintillion bytes of data each day, and that pace is accelerating because of the Internet of things (IoT). In fact, 90% of the world’s data was generated within the last two years. Join us for a lively discussion of the importance of crafting a unique data strategy. This session will be eligible for 1 CPE credit.
 
93
09/18/19 11:00 AM-12:00 PM
Wednesday
Operate credit union at higher efficiency
Developer
Technology
Episys Infrastructure Update
Do you want to better manage your SQL server? Are you ready to reduce your backup times and improve your disaster recovery solution? Are you thinking about migrating to the cloud? Let us explain how Symitar Database Services can assist you with the solutions you need. We'll highlight ARCU SEDB Symitar's Pure Storage solution and Azure®.
 
159
09/18/19 11:00 AM-12:00 PM
Wednesday
 
Developer
Technology
The Power of Small Business
Join Ginger Siegel, North America Small Business Lead for Mastercard®, as she illustrates the tremendous power of small business in our economy today and discusses some significant research on the segment. This session will include a discussion of small business needs and pain points, with a focus on different revenue bands, industry verticals, and stages of the business lifecycle. In addition, she will talk about how businesses interact digitally during their daily lives. Ginger will also touch on some of the differentiated, needs-based, and digital solutions that are being developed to support this segment that spends over $4 trillion a year. “Small Business Is Big Business” for our economy and our industry.
 
194
09/18/19 11:00 AM-12:00 PM
Wednesday
 
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Episys Escape Room (Group 2): A Mental and Physical Adventure-Based Puzzle Solving Game
​Play our special Symitar edition of an escape room! You and a small team have been framed for stealing the cash reserves from Nakatomi Corporation and locked in a board room. The police are on their way! Do you have what it takes to escape the room discover the identity of the real thief and protect your good name? Solve a series of puzzles and riddles using clues hints scavenger hunting and strategy to get out before your time is up. We offer puzzle-solving for all skill levels. You may even learn a few things about Symitar that you didn’t know before! Please note this unique networking session is limited to a very small number of players. Once you register your team will be counting on you to help them escape. Please cancel in advance if your plans change.
 
09/18/19 11:00 AM-12:15 PM
Wednesday
 
 
 
Lunch (Early)
 
54
09/18/19 12:15 PM-01:15 PM
Wednesday
Improve member and deposit acquisition; Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations; Technology; Member Service/Experience
Branch Transformation: Quit Imitating Start Differentiating
Branch costs are rising foot traffic is falling and our industry is facing some tough realities. The traditional branch just wasn’t designed for the modern digitally-enabled consumer—yet it’s hard to diminish the allure of physical branches. Instead of rushing to buy new technologies (and regretting it) we must better understand our unique customer base. The experts from Diebold Nixdorf will discuss why it’s so critical to analyze current situation (members branch operations market dynamics) define the ideal member journey and develop a roadmap that prioritizes the steps to drive member adoption of new technology solutions.
 
3
09/18/19 12:15 PM-01:15 PM
Wednesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Operations
The Power of Partnerships: Outsourcing for Large Financial Institutions
Too many members? No such thing! Although outsourcing was traditionally considered a solution for small to mid-sized credit unions the trend now includes larger financial institutions too. Value is achieved through innovation ease of relationship management and improved strategic flexibility not just cost savings. Several billion-dollar clients are migrating to EASE. Hear from a panel of these clients about why they choose to outsource.
 
30
09/18/19 12:15 PM-01:15 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
User
Operations
Roundtable: Synergy
Are you ready for an interactive Synergy discussion? Whether your organization has Synergy Express or Synergy deployed in-house you can find out how other credit unions are using Synergy to improve their business processes. You’ll meet other Synergy users and learn how this product can work for you.
 
34
09/18/19 12:15 PM-01:15 PM
Wednesday
 
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Roundtable: Symitar UX Design
The Symitar UX team has been incorporating new design concepts into the Episys interface and we want your feedback! Join us to discuss our approach to UX and give us your thoughts on where we've been and where we're headed.
 
58
09/18/19 12:15 PM-01:15 PM
Wednesday
Improve member and deposit acquisition
Leader (soft skills)
Member Service/Experience
What's On Your Watchlist?
There is no shortage or slowing down of technological advances. Which of these technologies should we look out for in financial services? Shifts in consumer behavior and rising consumer expectations require us to re-examine technology delivery. We'll explore top trends in technology and discuss how likely those trends are to affect how credit unions attract and retain the modern member.
 
128
09/18/19 12:15 PM-01:15 PM
Wednesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Operations
You Me and ImageCenter: System Admin Open Forum ​
Learn about best practices for automation with ImageCenter and the Federal Reserve Board. Find out about different approaches to disaster recovery and discover ​​useful best practices for ongoing maintenance. ​
 
186
09/18/19 12:15 PM-01:15 PM
Wednesday
 
Developer
Technology; Operations
PowerFrame Success Stories
Curious about how your peers are making the most of the new PowerFrame platform? A panel of early adopters of PowerFrame Docs PowerFrame Batch and MicroApps will share their experiences in a lively discussion. Perfect for developers who are looking to dig in to building their own documents and microapps as well as for non-technical staff who are hoping to gain a better understanding of what PowerFrame has to offer. ​
 
09/18/19 12:15 PM-01:15 PM
Wednesday
 
 
 
Lunch (Late)
 
8
09/18/19 01:30 PM-02:30 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader
What You Should Know about Episys Mergers
Planning or considering a merger? Learn about the different types of mergers how you should prepare for a merger and how Symitar can help make your merger experience a success.
 
46
09/18/19 01:30 PM-02:30 PM
Wednesday
Operate credit union at higher efficiency
User
Operations
Roundtable: A Security Privileges Refresh is Essential for Your Success
Do you rely on User Control to manage system privileges? Then this conversation is for you! Bring your questions about the Security Privileges Refresh project which is designed to help you transition from storing privileges in individual User records to using Security Privilege Group Parameters. But there’s more! We’re including an assessment of your current security controls and user access to Episys.
 
61
09/18/19 01:30 PM-02:30 PM
Wednesday
Improve member and deposit acquisition; Help members toward financial success; Prepare and engage employees
Leader (soft skills)
Member Service/Experience; Business Leader
Don't Miss Out on the Wealth Management Evolution
The behaviors and demographics of wealth management clients are changing as baby boomers pass their financial legacies to millennials who want the convenience of digital functionality with the option of human assistance when they invest. As all generations continue to embrace digitization providing wealth management functionality through the digital + human channel is no longer a nice “add on " it’s a “must have” to remain competitive. We'll discuss how digital wealth management can be paired with traditional offerings to better serve the needs of all your members.
 
99
09/18/19 01:30 PM-02:30 PM
Wednesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Operations
What is your CECL model type?
We’ll help you determine which CECL model is best for you and which loan types will produce the largest variance in ALLL versus CECL (and why). We’ll also share planning steps you can take to reduce any inconveniences during the conversion to CECL.
 
102
09/18/19 01:30 PM-02:30 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
Developer
Technology; Business Leader
Three Interesting Facts I Bet You Never Knew About JHA Database Management Services​
Learn about this strategic new product and how it can help you. We'll review the traditional role of a DBA discuss how JHA can provide remote DBA services and share how current clients are benefiting.
 
112
09/18/19 01:30 PM-02:30 PM
Wednesday
Meet compliance requirements and other regulations
 
Business Leader; Operations; Technology; Member Service/Experience
I Wasn't Hacked...Was I?
Jim Stickley has been robbing banks hacking government computers and stealing confidential information from businesses for over 30 years. In his own unique way Jim will demonstrate how criminals are exploiting poorly designed features in web browsers and new tricks in social engineering as well as how how old security functionality is now being used against you. Most importantly he'll show how seemingly insignificant actions can lead to complete and total compromise. From credit card exploitation to online account takeovers he'll cover a large range of attacks that put both your members and your employees at risk. As always Jim will provide useful tips and tricks to help you detect and avoid falling victim to these types of attacks.
 
196
09/18/19 01:30 PM-02:30 PM
Wednesday
Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Episys Escape Room (Group 3): A Mental and Physical Adventure-Based Puzzle Solving Game
Play our special Symitar edition of an escape room! You and a small team have been framed for stealing the cash reserves from Nakatomi Corporation and locked in a board room. The police are on their way! Do you have what it takes to escape the room discover the identity of the real thief and protect your good name? Solve a series of puzzles and riddles using clues hints scavenger hunting and strategy to get out before your time is up. We offer puzzle-solving for all skill levels. You may even learn a few things about Symitar that you didn’t know before! Please note this unique networking session is limited to a very small number of players. Once you register your team will be counting on you to help them escape. Please cancel in advance if your plans change.
 
4
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Operations
Effective GL Security: Preventing Errors and Losses
Are you making the most of Episys GL security tools to help prevent posting errors and other types of activity that can lead to losses? We'll review how you can use fields and settings to limit who can post certain types of transactions to better protect your assets and ensure regulatory compliance.
 
16
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees
User
Operations
Roundtable: Automation Tools for Episys
This roundtable focuses on PowerFrame Batch​ and OpCon™ Automation. Join the conversation about available automation tools and network with others who are already using them. And if you’re using other tools come on by and talk to us!
 
43
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
User
Operations
Roundtable: General Ledger
Improve your usage of Episys General Ledger functionality. Join our GL experts for a lively question and answer session that will help you get the most out of Episys.
 
89
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency
Developer
Technology
In the Land of Financial Services AI Will Be King
Over the past few years artificial intelligence (AI) has moved from "great idea" to "take it one step at a time" to "mainstream." AI technology leaders are helping financial institutions enable their human teams to improve customer experience and enhance organizational infrastructure. Our panelists from innovative and well-known technology companies will provide a real-world perspective on AI projects and approaches to improve member service operations and workflows. You'll walk away with recommendations for applying AI to solve real challenges.
 
107
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Developer
Business Leader; Technology
The Database Evolution Is Crucial To Your Credit Union—Learn Why!
We're excited about the progress and rollout of the Database Evolution! Learn how you can participate.
 
131
09/18/19 02:45 PM-03:45 PM
Wednesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency
User
Business Leader; Operations; Member Service/Experience
2020 Member Business Lending: A Peer-to-Peer Panel
Looking for ways to expand market and manage your member business lending operations? Gain insights from top peers on attracting business borrowers growing member business lending and managing your portfolio.​
 
155
09/18/19 02:45 PM-03:45 PM
Wednesday
Operate credit union at higher efficiency
User
Operations
Synapsys Synergy and jhaEnterprise Workflow: Solving Business Process Problems
Experience how Synapsys MRM and Synergy integrate with jhaEnterprise Workflow to enable you to serve your members more effectively. Synapsys Synergy and jhaEnterprise Workflow are independently valuable to your staff today! See how the solutions are exponentially more powerful together empowering your team to better serve your members. We'll present the integration touchpoints and provide a demonstration of the elegant relationship between the solutions.
 
195
09/18/19 02:45 PM-03:45 PM
Wednesday
Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Episys Escape Room (Group 4): A Mental and Physical Adventure-Based Puzzle Solving Game
Play our special Symitar edition of an escape room! You and a small team have been framed for stealing the cash reserves from Nakatomi Corporation and locked in a board room. The police are on their way! Do you have what it takes to escape the room discover the identity of the real thief and protect your good name? Solve a series of puzzles and riddles using clues hints scavenger hunting and strategy to get out before your time is up. We offer puzzle-solving for all skill levels. You may even learn a few things about Symitar that you didn’t know before! Please note this unique networking session is limited to a very small number of players. Once you register your team will be counting on you to help them escape. Please cancel in advance if your plans change.
 
11
09/18/19 04:00 PM-05:00 PM
Wednesday
Help members toward financial success
Leader (soft skills)
Business Leader; Operations; Sales and Marketing; Member Service/Experience
You Too Can Be Best in State!
In 2018, Forbes named more than 60 Symitar clients ”Best In State.” Hear from James Collins, CEO of O Bee Credit Union, about how O Bee achieved such good scores in customer service, trust, terms and conditions, branch services, digital services, and financial advice. Join us and you too can become one of the best credit unions in your state!
 
29
09/18/19 04:00 PM-05:00 PM
Wednesday
Prepare and engage employees
User
Business Leader
Building and Sustaining a Winning Culture: A Work in Progress
Every workplace has a culture. How would you describe yours? We’ll discuss how to identify your workplace culture and you’ll learn the framework to develop tangible action steps to manage your organization and its unique culture. This session will be eligible for 1 CPE credit.
 
42
09/18/19 04:00 PM-05:00 PM
Wednesday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Operations
Episys Project Implementations: Get to Know Us
Join the Episys Project Implementation team for a brief overview of our products and services. We'll provide best practice advice for getting through new product implementations with a minimum of hassle and a maximum of satisfaction!
 
75
09/18/19 04:00 PM-05:00 PM
Wednesday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
 
 
Hosted Network Solutions (HNS) – Five Years Later
Learn how Gladiator HNS has evolved to become the leading private cloud computing solution for financial institutions. Gladiator has positioned more than 130 institutions to strengthen their disaster recovery models better meet IT regulatory compliance demands enhance their cybersecurity posture and provide a member service experience that is consistent with modern expectations. Hear from fellow CIOs about their experiences. We'll also look into the future at HNS 2.0 enhancements.
 
09/18/19 04:00 PM-05:00 PM
Wednesday
 
 
 
Jack Henry & Associates – Business Update with Leadership Q&A
Symitar has developed many ways to keep you informed, but nothing tops hearing directly from our executives. Dave Foss, President and CEO of Jack Henry & Associates, joined by Ted Bilke, Vice President and General Manager of Symitar will provide you with the latest updates in our organization. Be prepared to ask questions and provide your comments in an open forum.
 
09/18/19 05:15 PM-06:30 PM
Wednesday
 
 
 
TechConnect Reception
Come join us in the TechConnect for the beverage of your choice and some delicious food … network with other credit union professionals from around the country … and investigate the contemporary business solutions provided by Symitar, ProfitStars, our strategic partners, and select solutions providers. Don’t miss this unique opportunity to learn more about emerging technologies and hundreds of proven business solutions.
 
213
09/19/19 08:00 AM-09:15 AM
Thursday
 
Developer
Technology
​The Future of Digital: A Passive-Aggressive Conversation Between Friends
​As discrete delivery channels dissolve and online, mobile, and physical channels converge, credit unions have a unique opportunity to differentiate themselves digitally, precisely where new and larger competitors are weakest. Join Director of Strategic Insight, Lee Wetherington, and Managing Director of Banno, Ben Metz, for an entertaining, contentious, and thought-provoking debate on the future of digital. This session will be eligible for 1 CPE credit.
 
10
09/19/19 09:45 AM-12:00 PM
Thursday
Operate credit union at higher efficiency
User
Operations; Sales and Marketing; Member Service/Experience
Roundtable: SilverLake for Episys
Meet Episys and SilverLake team members and join the conversation about our integration possibilities and our implementation successes and hurdles. Learn how you could be one of our first members of the focus group we are forming. We think this topic is so important that we have set aside two hours for it! Don’t feel you have stay the entire time, just spend enough time with us to learn more about how we can help to meet members’ everchanging lending needs.
 
13
09/19/19 09:45 AM-10:45 AM
Thursday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
User
Operations
Roundtable: Tips for Planning your Conversion to Synergy and Synergy Express
Looking for answers to questions about your current or future conversion to Synergy and Synergy Express? Meet the experts from ECS to get answers to discuss the conversion process and to interact with peers who are also planning a conversion.
 
41
09/19/19 09:45 AM-10:45 AM
Thursday
Operate credit union at higher efficiency
User
Operations; Technology
Roundtable: The Guide to Episys System Admin Training
Learn more about this training option available for your computer operators! Bring us your questions. Ask us about the benefits of this training. Hint: Some highlights include how to troubleshoot GOODNIGHT processing and how to understand various work areas related to the system administrator function.
 
50
09/19/19 09:45 AM-10:45 AM
Thursday
 
User
Business Leader; Operations
Roundtable: Cash Automation
This is the place to exchange ideas ask questions and provide suggestions on the Episys Cash Automation interface product. Join the discussion about how credit unions use Cash Automation and CFM offerings.
 
88
09/19/19 09:45 AM-10:45 AM
Thursday
Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Mindfulness: Wherever you Go Be There
If you’re having trouble paying attention this is the session you need. We’ll discuss mindfulness and mindfulness techniques. You’ll learn to pay attention to the obstacles (“I have too many thoughts racing in my head ” “I can’t focus ” “Isn’t this meditation?"). If you’re curious about mindfulness and want to explore the benefits you should be mindful of this session.
 
108
09/19/19 09:45 AM-10:45 AM
Thursday
Operate credit union at higher efficiency
Developer
Technology
Writing Better PowerOn Code
Do you have batch specfiles that take longer to run than you think they should? Do you have demand specfiles that require more memory to install than seems reasonable? Do you feel like you're writing hundreds and hundreds of lines of code to accomplish what seems like a relatively simple task? If you answered yes to any of these questions we'll help you identify common coding inefficiencies and provide tips and tricks for writing better more efficient code.
 
123
09/19/19 09:45 AM-10:45 AM
Thursday
Meet compliance requirements and other regulations
Developer
Business Leader; Technology
Staying Ahead of the Competition – FI Website Strategy
​Come learn about new trends and best practices in financial institution websites and how to build your best strategy. We’ll include information on user accessibility and web content accessibility guidelines style and feature trends security considerations and how to best work with your website vendor to make an effective marketing presence that reaches your intended audience and produces results. ​ ​
 
154
09/19/19 09:45 AM-10:45 AM
Thursday
 
Leader (soft skills)
Business Leader
Get Your Credit Union into the Right Flow with jhaEnterprise Workflow​
​We’re here to provide you with updates on the features included in the current release of jhaEnterprise Workflow and those targeted for the future. We’ll discuss areas where you can use the product to become more efficient and effective.
 
185
09/19/19 09:45 AM-10:45 AM
Thursday
 
 
Operations; Technology
​What's Going On at JHA Payments?
​​Jack Henry is putting your credit union at the forefront of payments. We are implementing payment technologies and giving your members the necessary tools to participate in digital commerce. Learn more and find out what you need to do to prepare for the future.
 
19
09/19/19 11:00 AM-12:00 PM
Thursday
Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader
EASE Migration: Are you Ready to Migrate?
If your financial institution has just signed up for a migration or you are considering the transition to a service bureau this is for you! Learn the six components of a migration and what to expect from project start to finish. You'll leave knowing exactly what your responsibilities during the migration are and you’ll know exactly what we take care of. You’ll be surprised by how our team of experts will smooth the migration process for you.
 
45
09/19/19 11:00 AM-12:00 PM
Thursday
Operate credit union at higher efficiency; Help members toward financial success; Meet compliance requirements and other regulations
User
Operations; Technology; Member Service/Experience
Securing the Digital Channel
Discover all the ways Banno is working to make your digital platforms secure and learn why you should make these critical strategies part of your financial institution's plans.
 
85
09/19/19 11:00 AM-12:00 PM
Thursday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency; Prepare and engage employees
User
Operations
Roundtable: Synapsys Success
Discuss your success stories best practices and tips and tricks with us and with fellow Synapsys users. Bring your questions share your knowledge and make a few new connections to extend your Synapsys support system.
 
92
09/19/19 11:00 AM-12:00 PM
Thursday
Operate credit union at higher efficiency
User
Operations
Roundtable: Enterprise Storage
Let’s discuss the recent Episys enhancements that support Pure Storage and improving overall GOODNIGHT job performance and recovery time. We’ll discuss how you can improve efficiency and reduce costs by combining storage for ARCU EDS and other products.
 
95
09/19/19 11:00 AM-12:00 PM
Thursday
Operate credit union at higher efficiency; Prepare and engage employees; Meet compliance requirements and other regulations
Developer
Technology
Not Keeping Up Will Eventually Destroy You: Top Cybersecurity Trends
Ransomware malware national threats an endless string of security breaches—we have to fight to stay ahead of cyber criminals! Join this discussion about the latest cyber risks. We'll look at the best ways to mitigate these risks and we’ll provide the best solutions. Protection mechanisms must evolve faster than the attacks. Understanding the trends and projections of IT security is imperative to protect your reputation sensitive information and members.
 
109
09/19/19 11:00 AM-12:00 PM
Thursday
Operate credit union at higher efficiency; Help members toward financial success; Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Roundtable: Meet the Episys CRM Team​

Join the CRM Management team for an informative discussion on how to best utilize the CRM team as your advocate, strategic partner, day-to-day support, etc.

 
140
09/19/19 11:00 AM-12:00 PM
Thursday
 
Leader (soft skills)
Business Leader; Technology
​Whats on the Horizon: What Will Banno bring to the Table in the Future
​Join the Banno team as they talk you through what they have coming up where the product is going and where they see the state of digital in the years to come.​
 
148
09/19/19 11:00 AM-12:00 PM
Thursday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency
Leader (soft skills)
Business Leader; Sales and Marketing; Member Service/Experience
Four Ways You Can Grow by Managing Your Card Portfolio​​
​Portfolio experts provide an overview covering portfolio assessment card management best practices effective upgrade strategies and promotional campaign management services and benefits. Gain a deeper understanding of how best to manage card portfolios for income and growth. ​​
 
09/19/19 11:00 AM-12:15 PM
Thursday
 
 
 
Lunch (Early)
 
101
09/19/19 12:15 PM-01:15 PM
Thursday
Prepare and engage employees; Meet compliance requirements and other regulations
User
Operations
Roundtable: Episys Continuity Services
If you are considering adding ECS to your platform bring your questions to the Episys Continuity Services (ECS) team. If you already use ECS share your experiences in adopting the service. Everyone is welcome!
 
20
09/19/19 12:15 PM-01:15 PM
Thursday
Improve member and deposit acquisition
Leader (soft skills)
Business Leader
Your Competition in 2020 Is Not the Bank Down the Street
Are you interested in learning more about neobanks? We’ll discuss the neobank ecosystem how it has evolved how regulators are changing their views on issuing charters to fintech and neobanks and why large banks are rebranding digital-only sites to expand product mixes and services.
 
39
09/19/19 12:15 PM-01:15 PM
Thursday
Improve member and deposit acquisition; Grow your loan portfolio; Operate credit union at higher efficiency; Help members toward financial success; Meet compliance requirements and other regulations
User
Operations; Business Leader
Roundtable: Episys Cards
Join the Episys Cards team and your peers for a discussion about best practices. We’d also like your valuable input about future functionality.
 
64
09/19/19 12:15 PM-01:15 PM
Thursday
Operate credit union at higher efficiency; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Technology; Operations
Roundtable: Centurion Enterprise Level Recovery (CELR)
If you are using or considering using some form of CELR/VSR service this conversation is for you! Bring your questions about how to get the most from your investment. CELR supports multiple types of electronic vaulting and Centurion works with VMware® and Hyper-V® hypervisors. Talk to your peers about how they are using CELR and VSR to protect their enterprises.​
 
105
09/19/19 12:15 PM-01:15 PM
Thursday
Operate credit union at higher efficiency; Prepare and engage employees
Leader (soft skills)
Business Leader
Three Things to Know About Preparing for a Successful Project Implementation
Our SymAdvisors have helped credit unions implement many different types of projects. We want to use this expertise to help you before you take on any new project. Learn how you can create an outstanding team that can successfully implement any project. You'll gain a wealth of knowledge from your peers about the pitfalls and successes they've had.
 
127
09/19/19 12:15 PM-01:15 PM
Thursday
Improve member and deposit acquisition; Operate credit union at higher efficiency
User
Operations
​You Me and ImageCenter: Automated Teller Forum​
Learn about best practices and lessons learned when implementing automated teller machines a key part of many future business strategies.
 
149
09/19/19 12:15 PM-01:15 PM
Thursday
Improve member and deposit acquisition; Meet compliance requirements and other regulations
Leader (soft skills)
Business Leader; Member Service/Experience
Managing Mobile Deposit Risk for EPS and Ensenta ​
Consumer mobile deposit services are now table stakes in the competitive market for members, but adding this offering introduces new risks for you. What are those risks? How can you protect against losses while also expanding the channel to more members? What options are available to offer consumer mobile capture safely and securely? Join us for an overview of mobile deposit risks and the tools available to fight fraud in EPS and Ensenta consumer mobile deposit solutions. This session will be eligible for 1 CPE credit.
 
191
09/19/19 12:15 PM-01:15 PM
Thursday
Operate credit union at higher efficiency
User
Operations
​ARCU: Getting More from Your Data
A​dvanced Reporting for Credit Unions (ARCU) is a great reporting tool but you can do so much more with your ARCU database. Explore some of the exciting ways your peers are leveraging their ARCU data to go beyond reporting. ​
 
09/19/19 12:15 PM-01:30 PM
Thursday
 
 
 
Lunch (Late)
 
48
09/19/19 01:30 PM-02:30 PM
Thursday
Improve member and deposit acquisition; Help members toward financial success
Leader (soft skills)
Sales and Marketing; Member Service/Experience
Digital Payments: Gen Z – How to Win the Hearts and Minds of the Always-On Generation
The oldest of members of Gen Z are just entering adulthood which makes them the next generation for strategic focus. These socially-savvy individuals are the first true digital natives. They also promise to be the best-educated and most diverse generation in America forming a point of view that is vastly different from preceding generations. We’ll discuss Gen Z's attitudes about money and digital payments and talk about what you should do to earn their trust and build lasting relationships.
 
52
09/19/19 01:30 PM-02:30 PM
Thursday
Prepare and engage employees
Leader (soft skills)
Business Leader; Operations; Technology; Sales and Marketing; Member Service/Experience
Appreciation: When You Feel It Share It!
Let's talk about appreciation! Is showing appreciation exclusively the job of management? Or can each of us can help create a culture of appreciation? During this exciting engaging workshop Kristin Halvin facilitates a discussion on how a lack of appreciation in the workplace affects each of us and how simple expressions of appreciation can create more engaged employees.
 
139
09/19/19 01:30 PM-02:30 PM
Thursday
 
Developer
Technology
​What’s on the Truck? ​All Things Banno!
​Delicious! Come try a taste of what's on the truck. ​Get the goods and see what Banno has available right ​now. We’ll showcase our features and answer questions. ​Napkins and lobster bibs are optional. ​
 
153
09/19/19 01:30 PM-02:30 PM
Thursday
Operate credit union at higher efficiency
User
Operations
Roundtable: jhaEnterprise Workflow
​An opportunity to sit with your peers and find out how they are using jhaEnterprise Workflow to solve their business process challenges. Or better yet share your knowledge and best practices with them. This is designed to be interactive conversation and is intended to help you to expand your use of the jhaEnterprise Workflow. ​
 
161
09/19/19 01:30 PM-02:30 PM
Thursday
Grow your loan portfolio
Leader (soft skills)
Operations; Business Leader
Roundtable: Lending Solutions
Got lending questions? We've got answers. Symitar's Lending subject matter experts and product team will host an open conversation about lending solutions both present and future.
 
210
09/19/19 01:30 PM-02:30 PM
Thursday
Operate credit union at higher efficiency
User
Operations
​Episys Data Store: Getting More from Your Data
​Advanced Reporting for Credit Unions (ARCU) is a great reporting tool but you can do so much more with your Episys Data Store (EDS) database. Come to this session to see some of the exciting ways your peers are leveraging their EDS data to go beyond reporting. ​​
 
211
09/19/19 01:30 PM-02:30 PM
Thursday
Grow your loan portfolio
Leader (soft skills)
Business Leader; Member Service/Experience
​Opening Act™: Present and Future
Opening Act is a powerful web-based end-to-end omni-channel loan and deposit origination platform with over 300 Symitar users to date. We’ll present the latest Opening Act/MeridianLink™ updates explore the roadmap and look at some future enhancements and integrations with other JHA products. If you are currently using or thinking about using Opening Act don't miss this!
 
212
09/19/19 01:30 PM-02:30 PM
Thursday
Operate credit union at higher efficiency
Developer
Operations; Technology
Roundtable​: ​SymXchange
Join us for a roundtable discussion. Take advantage of this wonderful opportunity to network with other SymXchange users ask questions and get answers from the experts!
 
188
09/19/19 02:45 PM-03:45 PM
Thursday
 
 
 
TechConnect Time
We're turning out the lights in the breakout rooms to give you a chance to explore this year's TechConnect without missing a thing! Enjoy time with the entire Symitar and Jack Henry teams as well as wandering the aisles for one last opportunity to chat with the exhibitors and make those all-important tech connections.
 
21
09/19/19 04:00 PM-05:00 PM
Thursday
 
User
Operations; Technology; Member Service/Experience
Creative Solutions
A conference favorite… but with a new format! We’ll showcase Episys best practices and programs as submitted by Episys users across the country. You’re guaranteed to find inspiration for every area of operations. You’ll discover new methods to improve member service streamline operations and boost your bottom line.
 
09/19/19 06:00 PM-09:30 PM
Thursday
 
 
 
Evening Event - Fiesta de Reyes / Old Town San Diego
We are going back to a crowd favorite for 2019! Spend the evening enjoying homemade Mexican food and frosty margaritas while relaxing on the patio surrounded by lush gardens, water features, and plentiful folk-art décor. You’ll taste the best Mexican food in San Diego while experiencing a unique piece of San Diego’s culture that many do not get to see. Their chef has taken recipes from his grandmother’s kitchen and added his own culinary expertise to offer inspiring dishes that are exciting to lovers of Mexican food, and those trying it for the first time. Folklorico dancers will swirl across the stage as a Mariachi band entertains with authentic Mexican tunes. You don’t have to travel to Mexico to feel the cultural influence – just south of the border that San Diego locals get to enjoy.

Fiesta de Reyes is a short, 15-minute bus ride from the Hilton Bayfront, where we will run round-trip shuttles all night long. Don't miss out on a fun filled evening in Old Town San Diego!
 

Have additional questions? Contact us here.

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