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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

April 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

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*NEW* FinCrime Monthly Webinar Series

April 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

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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.

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Commercial credit conundrums: Top issues and where to focus your efforts - Abrigo Webinar

April 16, 2024 | 2pm ET / 1pm CT

Event Details

Are you seeking actionable insights and practical strategies to proactively tackle commercial credit risk challenges? Whether it’s navigating the complexities of commercial real estate (CRE) lending or adapting to fluctuating interest rates, this webinar is tailored for credit professionals like you.  

Our expert panel will delve into the pivotal issues keeping you awake at night, offering invaluable perspectives on effectively managing commercial credit risk in today’s ever-evolving economic landscape. Join us to gain clarity amid the noise and safeguard the stability of your financial institution. 

REGISTER

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Compliance culture: Strengthening customer due diligence - Abrigo Webinar

April 23, 2024 | 2pm ET / 1pm CT

Join Abrigo for a session tailored to Bank Secrecy Act (BSA) professionals as we delve into the critical aspects of customer due diligence (CDD). In today’s regulatory landscape, ensuring robust CDD practices is not only a compliance requirement but also a cornerstone of maintaining integrity and trust within financial institutions. 

In this webinar, Abrigo will discuss the need for leadership commitment, the importance of clear policies and procedures, and how to integrate them into your existing AML program culture and help you enhance your CDD framework. 

REGISTER

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Create profitable small business lending by standardizing and automating risk assessment - Abrigo Webinar

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

Event Details

This webinar explores how banks and credit unions can regain competitiveness by leveraging standardized risk scoring for small business loans. By adopting a universal and comprehensive score, institutions can analyze portfolio trends, provide insights into application outcomes, and enhance risk management. This is crucial for retaining relationships and deposits long-term while also ensuring profitable small business lending growth. 

REGISTER

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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

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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

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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

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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

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BSA Boot Camp - Online Workshop

April 22 | June 24 | 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

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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

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

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

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.

June 24 | 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

Q2 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.

Alert/Case/SAR+ Workflow
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.

Due Diligence Manager 
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.

Keywords & Account Tags 

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

Risk Rating 
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 90 minutes.