Skip to main content
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

Click Topic to Filter Events


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

Abrigo Product Enhancement Webinar

February 12, 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

The check fraud ecosystem: Fraudulent checks and their complexities- Abrigo Webinar

January 30, 2024 2:00 PM ET / 1:00 PM CT

Event Details

Fraudulent checks pose multifaceted threats to your institution, including fraud loss, operational complexities, and heightened vulnerability to additional scams. As check fraud evolves, detecting and preventing it in financial institutions becomes more challenging.

Join Abrigo with a session led by Mitek focusing on the impact of check fraud and the risks of financial loss, reputational damage, and compromised customer trust.

register

Relationship banking: 7 Keys to extraordinary results - Abrigo Webinar

February13, 2024 / 2:00 PM ET / 1:00 PM CT

Event Details

There are seven keys that are critical for a relationship banker’s success. In this session, we will delve into each element and give you a roadmap to achieve extraordinary results at your financial institution.

REGISTER

Navigating cannabis banking: A comprehensive guide for BSA programs- Abrigo Webinar

February 21, 2024 2:00 PM ET / 1:00 PM CT

Event Details

Whether you are new to cannabis banking or wanting to see if you’re ready to bank with CRBs, join this session to navigate the intricacies of compliance and risk management in the evolving cannabis landscape.  

register

Fight net interest margin compression: Key pricing strategies to leverage - Abrigo Webinar

February 27, 2024 / 2:00 PM ET / 1:00 PM CT

Event Details

In this session we will discuss strategies for pricing both deposits and loans that will help your institution reach different strategic goals while protecting net interest margin.

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

February 26 | 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

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

March 25 & 26 | 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.

March 13, 2024 @ 10am CT - REGISTER >
May 8, 2024 @ 10am CT - REGISTER >

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

February 14, 2024 @ 10am CT - REGISTER >
April 17, 2024 @ 10am CT - REGISTER >
June 12, 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

 

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.

February 26 | April 22 | 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. 

March 25 & 26 | 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

 

Q1 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+
Learn advanced, efficient investigation techniques within the Alert and Case modules and how to effectively manage and file SARs.

February 28, 2024 @ 10am CT - REGISTER >
March 18, 2024 @ 10am CT - REGISTER >

BAM+ Scan
Review the newest updates to BAM+ Scan and learn useful functionality to help you meet regulatory compliance for 314(a), OFAC, and other watchlists as enabled.

February 28, 2024 @ 2pm CT - REGISTER >

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

February 21, 2024 @ 2pm CT - REGISTER >
March 20, 2024 @ 2pm CT - REGISTER >

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.

February 14, 2024 @ 2pm CT - REGISTER >
March 13, 2024 @ 2pm CT - REGISTER >

Keywords & Account Tags 
February 21, 2024 @ 10am CT - REGISTER >
March 20, 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.

February 12, 2024 @10am CT - REGISTER >
March 11, 2024 @ 10am CT - REGISTER >

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

February 22, 2024 @ 2pm CT - REGISTER >
March 21, 2024 - @ 2pm CT - REGISTER >

Scenario
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.

March 6, 2024 @ 10am CT - REGISTER >
April 3, 2024 @ 10am CT - REGISTER >
May 1, 2024 @ 10am CT - REGISTER >