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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Wednesday, October 15, 2025

Lending and
Credit Product
 User Group

register

October 15, 2025
12:00 - 4:30 pm ET

User-centric training and collaboration

Join Abrigo experts and your peers to discuss industry topics like lending trends and credit risk, plus tips and tricks, and best practices for your Lending and Credit solutions. Breakouts provide a  deeper dive on software features and products. 

Don't miss out!

  • Explore the roadmap and exciting enhancements for Abrigo lending and credit products 
  • Dive deeper in product breakouts of your choosing
  • Learn from peers with a  'super user' panel
  • Discuss advanced reporting tactics
  • Discover more about the new Presentation product

Join your peers and become a Sageworks Lending & Credit software pro

Don't miss this FREE virtual user group.

Register today

Sessions include

Inside the roadmap: 2025 updates for LOS and credit tools- Join leaders from the Abrigo product team as they review the roadmap for the Loan Origination System and the Credit Underwriting tools. The team will cover upcoming features that will assist users across the platform, as well as provide deeper insights into the key initiatives for the remainder of 2025. 

Speakers: Brad Schaefer, Vice President; Molly Patel, Director; Chris Boericke, Director

What's working, what's next super user panel -  TO UPDATE Financial institutions are acutely aware of the credit risk tools they need to run their loan portfolios. Now, let’s discuss ways to enhance those tools to promote a more proactive risk approach.  Join our panel of bankers, former bankers, and Abrigo advisors for a discussion of the latest commercial credit risk and regulatory focus areas, including stress testing management, 1071, risk rating best practices, and better ways to assimilate and report credit results to your executive management team, detect problems earlier and, ultimately, protect the bottom line.

Panelists: Bailey Barretto, Director, Abrigo; Andrew Cunningham, SVP Lending Technology and Innovation, Bank of Utah; Megan Rogers, VP, Credit Portfolio Team Lead, First Mid Bank & Trust

Deeper dive breakouts (Choose 2.)

  • Advanced reporting- TO UPDATE Learn how to leverage Sageworks tickler correspondence to automate your document collection, empowering your borrowers to securely send requested documents to your institution and creating efficiencies in tickler management. Speaker: Bailey Barretto, Director, Abrigo
  • Incorporating workflow forms- TO UPDATE Dive into how your institution’s inspectors and builders can utilize Construct to create efficiencies for you and automate your construction loan management process. Speaker: Dale Lewis, Consultant, Abrigo
  • Small business lending-  TO UPDATE Explore how to prepare financial projections for your borrowers with Abrigo's Credit Analysis tools. Speaker: John Millman, Credit Consultant, Abrigo
  • TBD- Connect/AI? TBD- Streamline collecting the 1071 demographic information from your borrowers and queue the data for submission. Speakers: Mike McCaffery, Credit Risk Consultant, Abrigo; Manaar Broxton, Consultant, Abrigo

Benefits of attending

Level up your Lending and Credit solution knowledge with feature and product breakouts. Learn from your peers and Abrigo experts in the virtual general sessions. All of this from the convenience of your computer. No travel expense necessary.

Speakers

Register by October 8 to ensure access to the virtual user group.