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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

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.

REGISTER

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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.

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.

SEE MORE

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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.

REGISTER

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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.

REGISTER

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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. 

REGISTER

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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.

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

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

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

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. 

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.

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.

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.

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

REGISTER

 

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

REGISTER