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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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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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Abrigo Product Enhancement Webinar

September 11, 2023 | 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

BSA/AML Compliance Workshop

September 25 & 26, October 30 & 31, November 27 & 28

Event Details

Abrigo’s new “How To” BSA Training is a two-day, in-person workshop 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.

Meet the team

Our CAMS-certified team consists of former BSA and Compliance Officers with over 24 years’ experience in the BSA/AML industry. We know what goes into developing a strong and efficient BSA/AML program because we’ve done it!

The right fit

We developed the “How To” BSA Training to assist you with all things BSA/AML, no matter your experience or background. Whether you are a new BSA professional learning how to identify, investigate, and make decisions on unusual activity or an experienced BSA officer looking to hear about the latest trends and sharpen your skills, we’ve got you covered.

What you get

A highly experienced team will provide the tools you need to build a roadmap to a successful BSA/AML program while you earn continuing education credits from ACAMS.

Credits: 25 CRCM, 25 CAFP, 10 General, and  75 CERP credits

register

BAM+ LIVE Training, Austin TX

September 27 & 28, November 1 & 2, November 29 & 30

Event Details

BAM+ Live is an interactive learning session, taking place at our Austin, TX headquarters, designed to help new users gain a stronger understanding of BAM+. 

This training will help you gain an understanding of the BAM+ case management system, the reporting, and our SAR+ tool. Topics covered include navigation, a deep dive into data management, scenarios, alert/case/SAR workflow, administration and more.

register

Deposit behaviors are changing: Tracking and monitoring them in the new environment - Abrigo Webinar

August 24, 2023 / 2:00 PM ET / 1:00 PM CT

Event Details

In the wake of unprecedented economic volatility tied to rate hikes and bank failures, the banking landscape has experienced a significant shift in consumer behavior in the realm of deposits. Not too long ago, retaining deposits was more of an afterthought than a strategic imperative. Now they’re top of mind for financial institutions and critical to future success.  

This webinar will equip you with insights and practical techniques to monitor and track deposit behavior, allowing you to stay ahead of the curve. Join to understand the changing needs and mindsets of today’s depositors and how to manage to improve results 

REGISTER

BSA Boot Camp

August 28, September 18

Event Details

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.

The instructors

Our ACAMS-certified team consists of former BSA and Compliance Officers with over 24 years experience in the BSA industry. We know what goes into developing a strong and efficient BSA program because we’ve done it!

The right fit

We developed BSA Bootcamp to assist you with critical requirements of the BSA, no matter your experience or background. Whether you are new to the BSA industry or a seasoned professional looking for a comprehensive refresher, we’ve got you covered.

What you get

A highly experienced team will provide the tools you need to build a roadmap to a successful BSA program while you earn continuing education credits.

Credits: 75 CRCM, 75 CAFP, 5 General , and 25 CERP credits

register

Identifying emerging CRE risk: Red flags vs. red herrings| Credit risk series - Abrigo Webinar

August 30, 2023 / 1:00 PM ET / 12:00 PM CT

Event Details

Often the most talked about loan type, how do you know if your CRE portfolio is really at risk? In the final session of the series, experts will describe approaches to proactively manage anidentify risk for CRE.  

This webinar is part of a larger series.

Tackling common credit risk questions during challenging times

This webinar series will look at familiar topics and credit skills under the lens of the current economic uncertainty. You will discover innovative approaches to enhance risk assessment and decision-making at your financial institutionExperts will share practical strategies, equipping you with the tools to navigate these turbulent waters.  

Register for the entire series

REGISTER

Conquering CECL model validation: Prepare for success - Abrigo Webinar

September 19, 2023 / 2:00 PM ET / 1:00 PM CT

Event Details

Join an insightful webinar to prepare for and understand the critical aspects of a CECL model validation. This webinar will help financial professionals, model owners, risk managers, and auditors enhance their understanding of the Current Expected Credit Loss model validation process and ensure compliance with regulatory requirements. Experts from Crowe and Abrigo will share valuable insights, best practices, and practical tips for navigating the complexities of CECL model validation effectively. 

REGISTER

BAM+ Reducing False Alerts - Advanced Webinar

September 20 @ 10:00am - 12:00pm Central

Event Details

In this interactive webinars we will work with you on learning how to reduce false positive alerts that are generating at your institution.

Here are the topics we will cover:

  • How to Review the Parameter Efficiency Review in conjunction with Alerts Generated to determine Scenario Thresholds
  • Maintaining the Keyword List
  • Using the Keyword Search with Grouping function to scan your database and identify false positive hits
  • Scenarios
  • Scenario Reports

REGISTER NOW

Building a strong future: Succession planning strategies for your AML Program - Abrigo Webinar

September 21, 2023 @ 2:00 PM ET / 1:00 PM CT

Event Details

Developing and implementing a succession plan for your financial institution takes time and internal alignment. If you’re thinking about the unknown of your AML program, you’ll want to ensure you have a succession plan that everyone is on board with. 

We know that unexpected happenings arise, but what can you do to better prepare yourself and your program? Laying out the ground work of what you identify as a “triggering event(s)”, and what your plan is will make you more confident in dealing with the unknown. 

Abrigo will give detail and insights into not only the curation of a succession plan, but how to get internal alignment, and the resources you should be using during creation.

REGISTER

BAM+ Statistical Management Report (SMR)- Advanced Webinar

October 27, 2023 @ 10:00am-12:00pm CST

Event Details

Event Details: In this interactive webinar, we will work with you on learning how to pull and interpret a Statistical Management Report (SMR).

 Here are the topics we will cover:

  • Pulling a Customer Profile Report (CPR)
  • Pulling an SMR
  • Understanding the Layout and Purpose
  • Understanding the Logic
  • Using the SMR for Risk Rating > Transactions
  • Using the SMR for Scenarios > Comparative

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


Q3 BAM + Product Refreshers

Our BAM+ 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 to Case to SAR+ 9/27/2023 - 10:30am REGISTER >

CTR+ 9/13/2023 – 10:30am REGISTER >

Keywords & Account Tags 9/14/2023 – 10:00am REGISTER >

Risk Rating 9/15/2023 - 10am REGISTER >

Scenarios 9/6/2023 - 10am REGISTER >

Q4 BAM + Product Refreshers

Our BAM+ 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 to Case to SAR+ 10/18/2023 - 10:30am REGISTER >

Alert to Case to SAR+ 11/20/2023 - 10am REGISTER >

Alert to Case to SAR+ 12/15/2023 - 10am REGISTER >

 

CTR+ 10/04/2023 – 12:00pm REGISTER >

CTR+ 11/13/2023 – 2pm REGISTER >

CTR+ 12/05/2023 – 2pm REGISTER >

 

Due Diligence Manager 10/02/2023 – 10am REGISTER >

Due Diligence Manager 11/08/2023 – 2pm REGISTER >

Due Diligence Manager 12/11/2023 – 2pm REGISTER >

 

Keywords & Account Tags 10/16/2023 – 2pm REGISTER >

Keywords & Account Tags 11/13/2023 – 10am REGISTER >

Keywords & Account Tags 12/13/2023 – 10am REGISTER >

 

Reports & Report Scheduling 10/16/2023 – 10am REGISTER >

Reports & Report Scheduling 11/06/2023 – 10am REGISTER >

Reports & Report Scheduling 12/06/2023 – 10am REGISTER >

 

Risk Rating 10/17/2023 - 10am REGISTER >

Risk Rating 11/15/2023 – 2pm REGISTER >

Risk Rating 12/14/2023 – 2pm REGISTER >

 

Scenarios 10/11/2023 - 10am REGISTER >

Scenarios 11/01/2023 - 10am REGISTER >

Scenarios 12/04/2023 - 10am REGISTER >

BAM + Advanced Product Webinars

Our BAM+ Advanced Product webinars are interactive training opportunities to advance customer knowledge of an individual application or module.

BAM+ Reducing False Alerts

9/20/2023 - 10am-12pm REGISTER >

11/15/2023 - 10am-12pm REGISTER >

BAM+ Statistical Management Reports (SMR)

10/27/2023 - 10am-12pm REGISTER >

Legacy Product Transition Webinars

Our BAM+ Legacy Product Webinars are for customers transitioning from Legacy products to the BAM+ web application products. We will have open Q&A as well as time to discuss the legacy vs BAM+ product.

9/12/2023 – 2pm CT REGISTER >

10/19/2023 - 10:00am REGISTER >

11/16/2023 - 10:30am REGISTER >

12/07/2023 – 2pm 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

 

BSA Boot Camp - Virtual

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.

Dates:
September 18th, October 23rd, November 17th, December 8th

Cost: $500.00

Credits:
6.75 CRCM, 6.75 CAFP, 5 General, 5 CFCS,  2.25 CERP credits

REGISTER

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

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.

Dates:
September 25-26, October 30-31, November 27-28

Cost: $800.00

Credits:
13.25 CRCM, 13.25 CAFP, 10 General, 12 CFCS, 6.75 CERP credits

REGISTER