Event Sessions

Join our dynamic Abrigo Super User Panel, where power users from across the banking world share their strategies, tips, and creative hacks for getting the most out of their software solutions. Discover innovative approaches from these bankers.

Product leaders will review the cornerstone enhancements released in the last year, their impact, and upcoming roadmap priorities. This session is geared toward users of Abrigo's Sageworks Loan Origination System, which includes both the front end for lenders and the underwriting side for analysts.

The best product innovation often starts with ideas from the people using the tools every day. Join Abrigo’s Super User Panel to hear how top institutions are optimizing workflows, driving adoption, and preparing for the next generation of enhancements—like the upcoming Credit Presentation feature.

Our panelists will share practical strategies, creative use cases, and lessons learned from implementing and evolving with Abrigo’s solutions. You’ll walk away with new ideas to help your team work smarter, make faster credit decisions, and get even more value from your platform.

Be inspired by those leading the way—and see what’s possible when innovation meets experience.

An organization’s corporate culture forms the foundation of its operations, guiding decisions and responses to both challenges and opportunities. Within this framework for our industry, a strong credit culture is essential—yet it often takes a back seat to areas like sales or talent management, to the detriment of the institution.

Join industry veteran Kent Kirby for an insightful discussion on the essential components of an effective credit culture, including risk appetite, policy and guidance, concentration management, and risk rating. The session will emphasize not only how to build a resilient credit culture, but also how to preserve and strengthen it through both prosperous and turbulent times.

Lending work is most impactful when time and expertise are focused on decisions truly requiring judgment. This session explores how financial institutions can intentionally tailor lending approaches to different levels of loan complexity, using data-driven automation to handle routine, non–value–add tasks and allowing teams to concentrate on higher-value analysis and risk assessment.

We will discuss how to define levels of complexity, design workflows to reduce manual effort, and apply data and automation to improve consistency and turnaround time. Attendees will gain practical insight into improving the quality of lending work, enhancing efficiency, and ensuring expertise is applied where it delivers the greatest value to both the institution and its customers.

A strong lending culture is built through everyday management and lender decisions, not just policies or models. In this breakout, we will explore how underwriting judgment, exception use, and loan pricing signal the risk the bank is willing to accept. The session focuses on practical ways lenders can align relationship banking with risk-based pricing, improve consistency across deals, and support a lending culture that drives profitable growth while meeting examiner expectations.

Explore improvements to borrower document submission while supporting efficiency for lenders. In this interactive and collaborative session, participants will use AI prototyping tools (provided) to quickly visualize and refine new product concepts.

We’ll dive into the configuration of Forms and integrating them into your Workflows. Using real-world examples and hands-on practice, we’ll walk you through each step of the process so you can confidently replicate, customize, and deploy Forms at your institution.

Join other Sageworks System Admins to learn best practices for configuring and managing your LOS solutions. We'll dive into Dynamic Application, Workflow, and other essential LOS tools to help you optimize your setup.

Notes: 1While the System Admin role varies from institution to institution, these individuals are typically internal leads for Sageworks-related support, troubleshooting, and training at their institutions; have an in-depth knowledge of system settings, capabilities, and connections; and are often responsible for configuration, maintenance, and operations of Sageworks solutions.

2Participants will need to bring their own laptops or personal devices to fully participate in the hands-on components of this session.

Join other Sageworks System Admins to learn best practices for configuring and managing your automated products in Abrigo. We'll dive into Automation Flows, Decision Models, and other essential tools to help streamline your processes and optimize your setup.

Notes: 1While the System Admin role varies from institution to institution, these individuals are typically internal leads for Sageworks-related support, troubleshooting, and training at their institutions; have an in-depth knowledge of system settings, capabilities, and connections; and are often responsible for configuration, maintenance, and operations of Sageworks solutions.

2Participants will need to bring their own laptops or personal devices to fully participate in the hands-on components of this session.

Explore the tools Abrigo offers to streamline underwriting, from spreading tax returns in minutes to getting a head start on your presentation write-ups. Plus, connect with analysts from other institutions to see how they’re driving efficiency with Abrigo’s solutions.

Learn how to build credit presentations with Abrigo’s new Presentation solution. You'll gain hands-on practice with the setup of a new credit presentation template, so you can confidently customize and deploy templates for your institution.

Note: Participants will need to bring their own laptops or personal devices to fully participate in the hands-on components of this session.

New to ThinkBIG and IFSLeaseWorks user groups? This session is the perfect place to start. We’ll walk through the latest leasing enhancements, showcase how new integrations and tools fit into everyday workflows, and share a sneak peek at what’s coming soon. Whether you’re exploring new capabilities or planning for future improvements, this session will help you make the most of your IFSLeaseWorks investment.