Abrigo's thought leaders and product experts know the issues and trends affecting our customers, and we are dedicated to helping you meet today's challenges. With over 100 years of combined experience educating professionals and a reputation for thinking ahead of the curve, we want to help you learn and grow. Whether you are just beginning to engage with our products or have years of experience, take advantage of the opportunities we've designed for you.
Opportunities for Knowledge and Networking
Abrigo Customer Events
Join us for our Lending & Credit Analysis virtual user group October 17, 2024.
Abrigo is Committed to Education
Put our knowledge to work for you.
Customer Opportunities for Growth
Abrigo Customer Events
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portfolio-risk-cecl
Abrigo Product Enhancement Webinar
October 15, 2024 | 2pm ET / 1pm CT
Event Details
In this webinar, see what's in the upcoming Abrigo release and how the changes can benefit your institution. This demonstration will dive into the new capabilities as well as provide the opportunity for users to ask questions. This webinar covers Lending, Credit, Portfolio Risk, CECL, and Connect Products.
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FinCrime Monthly Webinar Series
October 16, 2024 | 2:00 PM ET / 1:00 PM CT
Abrigo is introducing an ALL NEW monthly webinar series to help you stay up to date and assist you in maximizing your product usage with our Financial Crime products.
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BAM+ Training & BSA/AML Workshops
We have added a section to the Customer Events that lists out BAM+ Refreshers, Advanced Product Webinars, and Industry Workshops.
lending-and-credit-risk
portfolio-risk-cecl
Portfolio Risk Learning Forum
Austin, TX | October 22-23, 2024
Community financial institutions are invited to participate in a complimentary two-day onsite learning forum hosted by Abrigo. This event is designed to take your financial practices from theory to real-world application. Join us in Austin to enhance the efficiency and effectiveness of your institution with actionable strategies across crucial areas. Topics covered include: CECL & Expected Loss Modeling, Stress Testing, Asset/Liability Management, Loan & Deposit Pricing, and Business Combination & Valuation.
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Tackling operational risks: Strategies for check fraud and ransomware prevention
Available for Playback
An effective risk assessment process identifies potential threats and outlines strategies to mitigate their impact. With the risks associated with check fraud and ransomware attacks having the potential to harm an institution, developing and maintaining effective risk management programs is important. FDIC representation will highlight the current operating environment and provide mitigation techniques that are being utilized by financial institutions to manage these risks.
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AML/CFT Requirements: Are you ready for FinCEN’s final rule? - Abrigo Webinar
October 10, 2024 | 2pm ET / 1pm CT
On June 28, 2024, FinCEN issued its Notice of Proposed Rule Making on AML/CFT Program Requirements. Now that the comment period is over, the final rule is expected any time. Is your program ready for regulatory scrutiny? Join us in the discussion of what may change and how to prepare now for the final rule.
lending-and-credit-risk
When good loans go bad: Managing problem and distressed loans- Abrigo Webinar
October 23, 2024 | 2pm ET / 1pm CT
For many financial institutions, persistent challenges such as prolonged high interest rates, staffing constraints, and inflation have intensified the need to better manage problem loans. This webinar delves into practical and effective strategies for commercial loan workouts to enhance recovery efforts and mitigate risks.
Join Jason Alpert, Managing Partner at Castlebar Holdings, for a deep dive into the essentials of loan workouts, covering everything from early warning signs to the legal nuances and restructuring strategies necessary for today’s economic landscape.
portfolio-risk-cecl
CECL LIVE - Sageworks Clients
Event Details
CECL LIVE is a 2-day virtual training course offered through Abrigo University. Our team of Risk Consultants will equip you with the tools needed to develop a loss rate model using the Abrigo Sageworks ALLL solution. Register for this training on the Abrigo University.
lending-and-credit-risk
Loan Operations LIVE - Sageworks Clients
Event Details
Loan Operations LIVE is a 3-day virtual training course that will be offered through Abrigo University beginning in late August 2023. Our team of Consultants will train you on the Abrigo Sageworks Loan Administration and Workflow solutions.
In Workflow, we will focus on the tasks that are typically the responsibility of a financial institution’s loan operations teams to originate a commercial loan. These tasks begin after the loan approval and include ensuring the due diligence package is complete, preparing loan documents, closing the loan, and completing post-closing tasks. We understand that the roles (and names of the roles) vary by institution, but might include Loan Operations, Loan Admins, Processing, Closing and Servicing.
In Loan Administration, we will cover creating and managing ticklers, generating tickler correspondence, the borrower’s experience in Client Portal and managing documents from Document Library. This training is recommended for all users in the roles described above, as well as users that will be managing ticklers, generating correspondence, or managing the teams
responsible for these tasksRegister for this training on the Abrigo University.
lending-and-credit-risk
Credit Analysis LIVE - Sageworks Clients
Event Details
Credit Analysis Training for Abrigo Sageworks Users is now available virtually in Abrigo University. Credit Analysis LIVE is training for new users of Abrigo's Sageworks Credit Analysis software solution and is conducted over 5 virtual sessions. From Credit Analysis foundations through generating credit presentations, these educational sessions have you fully covered in the Sageworks Credit Analysis software. Clients will expand their knowledge of the software as well as network virtually with peers.
LEARN MORE ON ABRIGO UNIVERSITY
lending-and-credit-risk
Origination LIVE - Sageworks Clients
Event Details
Credit Analysis Training for Abrigo Sageworks Users is now available virtually in Abrigo University. Credit Analysis LIVE is training for new users of Abrigo's Sageworks Credit Analysis software solution and is conducted over 5 virtual sessions. From Credit Analysis foundations through generating credit presentations, these educational sessions have you fully covered in the Sageworks Credit Analysis software. Clients will expand their knowledge of the software as well as network virtually with peers.
LEARN MORE ON ABRIGO UNIVERSITY
aml-cft
BSA Boot Camp - Online Workshop
November 18
Event Details
This one-day webinar features basic BSA and AML/CTF topics, including extensive information on money laundering, developing a BSA program, and interactive sessions that cover due diligence, CTRs, and SARs.
Cost: $500.00
Virtual Credits: General CE = 5, CRCM = 6.75, CAFP = 6.75, CERP = 2.25, CFCS = 5
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BSA/AML Compliance - 2-Day Workshop - Austin, TX
October 28 & 29
Event Details
This 48-hour collaborative workshop covers a comprehensive AML compliance training curriculum. Hear from experts on BSA/AML regulation and take a deep dive into best practices for due diligence, CTRs, SARs, and more.
Cost: $800.00
LIVE Credits: General CE =10, CRCM = 13.25, CAFP = 13.25, CERP = 6.75, CFCS = 12
BSA/AML Training & Workshops
Financial Crime Monthly Webinar Series
Abrigo is introducing an ALL NEW monthly webinar series to help customers stay up to date on the latest happenings at Abrigo and assist you in maximizing your product usage with our Financial Crime products.
The monthly agenda will include:
- Abrigo Announcements
- Customer Resources
- Regulatory Updates
- Product Updates
- Did you know?
- Q&A
Q4 BAM+ Advanced Product Refreshers
Our BAM+ Advanced Product Refreshers are intended to refresh existing customer knowledge of an individual application or module. In these small groups, we mix functionality and navigation with industry best practices to help you better manage your workload.
Account Tags
Learn to use Account Tags to monitor accounts and the relation between Account Tags and the Risk Rating module.
- October 16, 2024 @ 2pm CT - REGISTER >
- November 21, 2024 @ 10am CT - REGISTER >
- December 19, 2024 @ 2pm CT - REGISTER >
AFD (Abrigo Fraud Detection)
A review of the tools used to monitor inclearing check fraud and an introduction to the latest developments of our newest offering, Abrigo Fraud Detection.
- November 12, 2024 @ 2pm CT - REGISTER >
- December 3, 2024 @ 2pm CT - REGISTER >
Alert to Case to SAR+ (120 minutes)
Learn advanced, efficient investigation techniques within the Alert and Case modules and how to effectively manage and file SARs.
- October 15, 2024 @ 10am CT - REGISTER >
- November 11, 2024 @ 10am CT - REGISTER >
- December 16, 2024 @ 10am CT - REGISTER >
BAM+ Scan
Learn how to efficiently scan your institution’s feeds against 314(a) and applicable Watchlists. Additionally, we will share best practices for record retention and prepare for reporting during audits and exams.
- October 7, 2024 @ 10am CT - REGISTER >
- December 9, 2024 @ 10am CT - REGISTER >
CTR+
Learn how transactions are aggregated in BAM+, advanced settings, and features that can increase efficiency and accuracy.
- October 21, 2024 @ 2pm CT - REGISTER >
- November 20, 2024 @ 2pm CT - REGISTER >
- December 17, 2024 @ 10pm CT - REGISTER >
Data
A comprehensive review of data management, feed management, and utilizing the latest tools to effectively manage the critical data that is the source of all information in BAM+.
- November 13, 2024 @ 10am CT - REGISTER >
Due Diligence Manager (120 minutes)
Learn the relationship between the Risk Rating Module and Due Diligence Manager, how to effectively manage portfolios, and how to utilize question sets to streamline KYC processes.
- October 9, 2024 @ 2pm CT - REGISTER >
- November 13, 2024 @ 2pm CT - REGISTER >
- December 9, 2024 @ 2pm CT - REGISTER >
Keyword Lists
Learn the functionality and benefits of using the Keyword List to reduce false alerts. This session will run 60 minutes.
- October 16, 2024 @ 10am CT - REGISTER >
- November 20, 2024 @ 10am CT - REGISTER >
- December 19, 2024 @ 10am CT - REGISTER >
Reports & Report Scheduling
Learn how to take advantage of reports to provide insight into your BSA program, customer activity, and more.
- October 7, 2024 @ 2pm CT - REGISTER >
- November 11, 2024 @ 2pm CT - REGISTER >
- December 5, 2024 @ 10am CT - REGISTER >
Risk Rating (90 minutes)
Learn to utilize features in the Risk Rating Module to build accurate customer risk profiles and meet due diligence requirements.
- October 17, 2024 - @ 10am CT - REGISTER >
- November 21, 2024 - @ 2pm CT - REGISTER >
- December 10, 2024 - @ 2pm CT - REGISTER >
Scenarios & Scenario Tuner (120 minutes)
Learn how to establish scenario parameters and use the Scenario Tuner functionality to produce the highest quality alerts and keep your institution ahead of potential financial crime. This session will run 60 minutes.
- October 2, 2024 - @ 10am CT - REGISTER >
- November 6, 2024 - @ 10am CT - REGISTER >
- December 4, 2024 - @ 10am CT - REGISTER >
BAM + Advanced Product Webinars
Our BAM+ Advanced Product webinars are interactive training opportunities to advance customer knowledge of an individual application or module.
Reducing False Alerts
Join us to learn how to maximize BAM+ and use the Scenario Tuner functionality to get the most value from your alerts.
- November 13, 2024 - @ 10am CT - REGISTER >
Statistical Management Report
Learn how to pull and interpret the Statistical Management Report! This aids in setting thresholds for Spike Scenarios and the Transactions tab in the Risk Rating module.
- October 9, 2024 - @ 10am CT - REGISTER >
- December 11, 2024 - @ 10am CT - REGISTER >
BSA/AML Industry Workshops
Our BSA/AML Industry Workshops facilitated by our industry experts. Whether in-person or online, get the tools you need to build a successful AML/CFT program while you earn continuing education credits
Virtual Training: BSA Bootcamp
Abrigo's new BSA Bootcamp is a one-day webinar featuring basic BSA topics facilitated by our industry experts. It will include in-depth information on money laundering, developing a BSA program, and interactive sections including due diligence, CTRs, and SARs.
November 18
Cost: $500.00
Virtual Credits: General CE = 5, CRCM = 6.75, CAFP = 6.75, CERP = 2.25, CFCS = 5
Live Training: BSA/AML Compliance
Abrigo's new "How To" BSA Training is a two-day, in-person session featuring a comprehensive curriculum facilitated by our experts. It will include in-depth information on the history of BSA/AML, the five pillars required within a BSA program, and interactive sections on due diligence, CTRs, SARs, and more.
October 28 & 29
Cost: $800.00
LIVE Credits: General CE =10, CRCM = 13.25, CAFP = 13.25, CERP = 6.75, CFCS = 12