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Opportunities for Knowledge and Networking

Abrigo Customer Events

Abrigo is Committed to Education

Put our knowledge to work for you.

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.

Customer Opportunities for Growth

Abrigo Customer Events

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Abrigo Product Enhancement Webinar

July 8, 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.

REGISTER

FinCrime Monthly Webinar Series

July 17, 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.

REGISTER

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.

SEE MORE

Effective risk management: Controlling liquidity and interest rate challenges - Abrigo Webinar

July 18, 2024 | 2pm ET / 1pm CT

Financial institutions have been grappling with significant liquidity and interest rate risk challenges over the past year. Understanding these challenges is crucial for adapting and refining your risk management strategies.

Join this webinar to receive practical, hands-on techniques for effectively managing these risks. You’ll acquire skills to make more informed decisions that strengthen your financial institution’s resilience and ensure your next exam goes smoothly.

REGISTER

Building a strong AML program: Key elements for success - Abrigo Webinar

July 24, 2024 | 2pm ET / 1pm CT

Are you overwhelmed with what you need in your AML program? Do you need to know where to even begin with writing an AML program?  

In today’s complex financial landscape, the ability to detect and prevent suspicious activity is crucial for maintaining the integrity of financial institutions, and the starting point is your AML program. Join us to explore the importance of a robust AML program, based on excerpts directly from the FFIEC Manual. This session is tailored for compliance officers, risk managers, and financial sector professionals dedicated to maintaining regulatory standards and safeguarding their institutions against financial crime. 

REGISTER

Credit policy reboot: New strategies for clearer guidance - Abrigo Webinar

July 25, 2024 | 2pm ET / 1pm CT

Is there confusion about the contents of your institution’s credit policy? Perhaps your policy is so extensive or vague—maybe even both—that it goes unread. Are there concerns among you or your lenders that it is contradictory? Does your policy blur the lines between guidelines and procedures? Is it overly prescriptive? Are there more than 10 exceptions to your current policy?

If you answered “yes” to any of these questions, it’s time to explore a new approach. In this session, we will introduce a fresh way to think about credit policy, guidance, and procedure that can streamline processes and increase clarity.

REGISTER

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.

AGENDA

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.

AGENDA

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

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

BSA Boot Camp - Online Workshop

August 19 | 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

register

BSA/AML Compliance - 2-Day Workshop - Austin, TX

July 29 & 30 | 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

register


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 Update​s
  • Product Updates
  • Did you know?
  • Q&A

REGISTER FOR THE MONTHLY SERIES

Q3 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. This session will run 60 minutes.

AFD (Abrigo Fraud Detection)
A review of the tools used to monitor check fraud and an introduction to the latest developments of our newest offering, Abrigo Fraud Detection.

Alert to Case to SAR+
Learn advanced, efficient investigation techniques within the Alert and Case modules and how to effectively manage and file SARs.

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.

CTR+ 
Learn how transactions are aggregated in BAM+, advanced settings, and features that can increase efficiency and accuracy.

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+.

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. 

Keyword Lists
Learn the functionality and benefits of using the Keyword List to reduce false alerts. This session will run 60 minutes.

Reports & Report Scheduling
Learn how to take advantage of reports to provide insight into your BSA program, customer activity, and more.

Risk Rating (90 minutes)
Learn to utilize features in the Risk Rating Module to build accurate customer risk profiles and meet due diligence requirements.

Scenarios
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.

Scenario Tuner
Learn how to utilize our new Scenario Tuner functionality as a guide when determining your scenario thresholds. This session will run 60 minutes.

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 - Advanced Webinar (120 minutes)

Join us to learn how to maximize BAM+ and use the Scenario Tuner functionality to get the most value from your alerts.

Statistical Management Report - Advanced Webinar (120 minutes)

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

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

 

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.

August 19 | November 18

Cost: $500.00

Virtual Credits: General CE = 5, CRCM = 6.75, CAFP = 6.75, CERP = 2.25, CFCS = 5

REGISTER

BSA/AML Compliance Workshop

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. 

July 29 & 30 | October 28 & 29

Cost: $800.00

LIVE Credits: General CE =10, CRCM = 13.25, CAFP = 13.25, CERP = 6.75, CFCS = 12

REGISTER

Q3 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. 

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.

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.

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.

CTR+ 
Learn how transactions are aggregated in BAM+, advanced settings, and features that can increase efficiency and accuracy.

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+.

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.

Keyword Lists
Learn the functionality and benefits of using the Keyword List to reduce false alerts. This session will run 60 minutes.

Reports & Report Scheduling
Learn how to take advantage of reports to provide insight into your BSA program, customer activity, and more.

Risk Rating (90 minutes)
Learn to utilize features in the Risk Rating Module to build accurate customer risk profiles and meet due diligence requirements.

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.

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.

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.