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Event Sessions

Here are a few confirmed sessions for 2023.
Others will be added as available.

Learn from industry experts and thought leaders. With sessions focused on AML/CFT and Fraud, Credit Risk + Lending, Portfolio Risk + CECL, and Asset/Liability Management, we have you covered. You may mix and match sessions to create the agenda that fits YOUR needs.

Hear from panels of your peers who share their insights and experiences
Interactive sessions with polling and open discussion
Three days of education and networking

Network and collaborate with industry peers
Earn continuing education credits (types and quantities announced upon approval)
Enjoy the resort experience of the JW Marriott Miami Turnberry Resort & Spa

The topics covered are very relevant. I always leave with takeaways that I can immediately put into practice.

Valerie pimenta, EVP/CFO | Pawtucket Credit union

Session Details

Sessions will continue to be added as they are confirmed.

Filter Sessions

All AML/CFT Asset/Liability Fraud Prevention Lending & Credit Risk Portfolio Risk & CECL

aml-cft asset-liability fraud-prevention lending-and-credit-risk portfolio-risk-cecl

OPENING KEYNOTE: Courageous Growth: Leading with Strength and Confidence

Featuring: Jason Kotecki, CSP, Artist, Author and Speaker, Founder of Escape Adulthood

In this tumultuous era of ongoing change, strong leadership seems to be in short supply. The good news is that great leadership can be cultivated from within all levels of an organization. With insight and humor, Jason Kotecki will share the one trait the best leaders have in common and how everyone can develop it. He'll help attendees devise practical strategies to re-energize and reclaim their passion for doing their best work, allowing them to be more present with those they lead. This inspiring presentation will empower attendees to model positive behavior with lasting effects, providing a solid foundation for growth and innovation.

aml-cft asset-liability fraud-prevention lending-and-credit-risk portfolio-risk-cecl

CLOSING KEYNOTE: High Performance Banking - What is Contributing to Performance in 2023

Featuring: Thomas Grottke, CPA, Managing Director, Financial Services Consulting, Crowe

asset-liability lending-and-credit-risk portfolio-risk-cecl

Economic Outlook and Trends

Featuring: Jason Thomas, PhD, Director of Research, The Carlyle Group

aml-cft fraud-prevention

The Dark Side of Tourism: The Global Landscape of Sex Trafficking

Featuring: Scott Crosley, Pivot; Demetrius Walton, Pivot; Terri Luttrell, Compliance and Engagement Director, Abrigo

Human trafficking is a $150 billion industry and one of the more horrific crimes perpetrated by financial criminals. The United States continues to be a country of high demand for sex trafficking, as demonstrated by tourist packages sold for visits to countries known for their illicit sex trade. In this session, experts in the armed forces and leaders of the nonprofit Pivot will describe the connection between pornography and enslavement, how victims are deceived by traffickers, and the crisis of sex tourism. Their real-life stories of tragedy and success will enhance your knowledge and help you learn how your financial institution can detect the complex typologies of human trafficking and get the information into the hand of law enforcement partners.

aml-cft fraud-prevention

Establishing a Crypto Compliance Program: What All Financial Institutions Should Know

Featuring: Alison Jimenez, Dynamic Securities Analytics; Lourdes Miranda, SendCrypto Blockchain Technology; Holly Sais-Phillippi, Thompson Reuters; moderator- Terri Luttrell, Abrigo

Does your financial institution have the needed information to develop an effective cryptocurrency compliance program? This panel of seasoned AML professionals will help prepare your AML team to investigate cryptocurrency transactions and update your compliance skills in light of the rise of crypto assets. You will understand related suspicious activity red flags associated with the illicit use of these digital assets and know how undetected crypto transactions can lead to deficiencies in your sanctions programs.

asset-liability lending-and-credit-risk portfolio-risk-cecl

Audit and Regulatory Expectations for 2023

Featuring: Graham Dyer, Grant Thornton; Anthony Porter, Moss Adams; Gordon Dobner, FORVIS; Mark Scriven, Elliott Davis, others TBA; moderator- Garver Moore, Abrigo

With CECL implementation behind them, financial institutions can relax, right? Not exactly. Join this panel for a discussion about the issues that matter most to auditors and examiners.

aml-cft fraud-prevention

How to Catch a Criminal: The Latest Ways to Improve Your Fraud Mitigation Program

Featuring: Melissa Mantooth, Senior Risk Management Consultant, Abrigo; Elissa Brewer, Senior Risk Management Consultant, Abrigo

Criminals are getting more innovative in their efforts to defraud your customers or members. Join this session for the latest fraud monitoring tips, tricks, and best practices to improve your fraud mitigation program. You'll get practical ideas for enhancing fraud investigations and learn how to use BAM+Fraud Scenarios to best protect your customers/members and the institution.

asset-liability lending-and-credit-risk portfolio-risk-cecl

Where are we now, where are we heading, and where do we want to go?

Featuring: Regan Camp, VP, Advisory Services, Abrigo; Dave Koch, Director, Advisory Services, Abrigo

In this session Regan Camp and Dave Koch will outline key issues facing community FI’s in the wake of the recent rate hikes and economic realities. The session will look at key issues facing balance sheet management, margin protection, and overall interest rate, liquidity, credit and capital risk areas.

aml-cft fraud-prevention

The Green Decade: 10 Years of Legal Cannabis and What We've Learned

Featuring: Kevin Gulledge, Senior Risk Management Consultant, Abrigo

It has been 10 years since Colorado and Washington first voted to legalize cannabis, and many more states have passed laws or regulations tied to cannabis since then. However, the federal government has been slow to react. Last year, the Biden administration outlined its efforts to re-schedule cannabis from a “Schedule 1 Drug.” In this session, we will look at the past decade of legalization and discuss where the United States might go in the future with cannabis and other drug legalization or re-scheduling. (Colorado has again led the way with the 2022 passage of psychedelic drug decriminalization.) We'll discuss what you’ll need to know if and/or when your financial institution decides to enter the cannabis-related space, including risk tiering of cannabis-related businesses, ongoing monitoring and reporting, and more.

aml-cft fraud-prevention

How to Get Your SARs the Attention They Deserve: Effective SAR Narrative Writing

Featuring: Terri Luttrells, CAMS-Audit, Compliance and Engagement Director, Abrigo, and Aaron Gogley, Special Agent, IRS Criminal Division

SAR writing is easier said than done. BSA Officers often ask, "What happens to our SARs once submitted? Is anyone even reading this information? In a never-ending sea of SARs filed with FinCEN each year, law enforcement must notice and read your SARs. Learn how to craft a SAR narrative that tells your story from the perspective of law enforcement while maintaining regulatory requirements.

You'll learn:

The minimum requirements of information that must be in your SARs
How to write compelling and captivating narratives for your audience: law enforcement
The FinCEN SAR narrative requests for COVID-19-related fraud

Gain confidence in meeting all SAR writing regulatory expectations with this important session.

lending-and-credit-risk

Mitigating Risk with Digital Lending and Loan Syndication

Featuring: Don Shafer, Co-Founder, Quilo

In today’s world, community financial institutions need to go digital to stay relevant. To compete with fintechs that offer point-of-sale financing and those that are providing billions in personal loans every month, banks and credit unions need to be able to provide loans 24/7. Seventy percent (70%) of all personal loan applications are submitted to these fintechs during non-banking hours. To have any chance of acquiring Gen Z and Millennials, providing digital offerings is a must.

This session will demonstrate through case studies how banks and credit unions can digitize consumer lending and look at it in a fresh way through syndicating individual personal loans while mitigating credit risk tied to assets they put on their balance sheet. You'll also learn how digital underwriting eliminates potential risk with Fair Lending Act violations.

aml-cft fraud-prevention

"Risky Business" - Best Practices for Automated Risk Rating

Featuring: Kevin Gulledge, Senior Risk Management Consultant, Abrigo

The automated risk rating module within BAM+ provides a wealth of information and options to the user, some of which go unused due to confusion around functionality or best practices. In this session, we will dig into the automated module and learn how to integrate it into your risk rating program. You'll learn how to calibrate and optimize the risk rating module. We'll also have an in-depth discussion of the Statistical Management Reports, including how to understand and incorporate the SMR output into the risk rating module.

lending-and-credit-risk

The Magic of Pipeline: 5 Keys to Building and Maintaining a Robust Loan Pipeline That Will Guarantee Sales Success

Featuring: Chris Carlson, Managing Director, Core Academy

Traditionally, bankers have struggled with consistency in their loan pipelines. Far too often, they look like a roller coaster with wild swings up and down.

A rising-rate environment, combined with economic headwinds, will add further challenges to banks and credit unions as they work to fill their pipelines.

This session will cover the strategies, tactics, and activities bankers must focus on to achieve success in these turbulent times.

aml-cft fraud-prevention

BSA Meets M&A: Best Practices for a Smooth Acquisition

Featuring: Danielle Austin-Rios, Senior Risk Management Consultant, Abrigo

M&A happens. However, even though things are changing, the AML/CFT program must be robust. In this session, you'll learn about the processes integral to ensuring BSA compliance before, during, and after an acquisition.

lending-and-credit-risk

How to Cement a Profitable, Sound Construction Lending Program

Featuring: Dev Strischek, Principal, Devon Risk Advisory Group, LLC

This presentation addresses how to mitigate construction lending's higher risk, and it offers advice and guidance in how to extend construction loans safely and profitably. We will dive into the following:

Construction lending policy—defining a construction loan, outlining necessary information and documentation needed to evaluate construction loan, monitoring loan performance
Appropriate underwriting and structuring—LTV, LTC, minimum equity, bonding, etc.
Role and activities of real estate construction administration (RECAD)—sources & uses, costs review, inspections, disbursements, retention, liens, construction problem mitigation

aml-cft

Succession Planning: A Plan for Success

Featuring: Danielle Austin-Rios, Senior Risk Management Consultant, Abrigo

Stuff happens. How do you make sure your AML/CFT program can handle the unforeseen? In this session, learn best practices for creating and enacting a BSA Succession Plan.

asset-liability

Interest Rate Risk: Are You Managing the Right Look at Risk?

Featuring: Susan Sharbel, Senior Advisor, Advisory Services, Abrigo

Interest rate risk has long been considered a concern when rates rise. But in reality, the bigger risk to most community FI’s is when rates fall. In this session, we'll review sample exposures from some of our clients who have outsourced their ALM to us. We'll discuss appropriate measurement and management of the interest rate risk exposures' impact on future performance as rates fall, as well as offer mitigation strategies that you can implement today.

aml-cft fraud-prevention

Raising Criminal Minds: How to Develop FinCrime Subject Matter Experts Within Your FI

Featuring: Melissa Mantooth, Senior Risk Management Consultant, Abrigo; Elissa Brewer, Senior Risk Management Consultant, Abrigo

With the ever-changing, complex requirements of AML/CFT programs, it's more important than ever to train and foster subject matter experts from within. Internal subject matter experts can educate your team, your frontline, and beyond. This session will cover training tips for BSA/AML, fraud, and board audiences.

lending-and-credit-risk portfolio-risk-cecl

Streamlining Change as You Grow

Featuring: Bailey Barretto, Consultant, Abrigo

Change is inevitable in a bank or credit union's tech stack. In this session, we will discuss best practices for continuously evolving and streamlining change. We'll answer the questions: What do you do when you add on new technology? How do you find hidden stakeholders? How do you handle incorporating new enhancements into your processes?

portfolio-risk-cecl

CECL Current Events

Featuring: Graham Dyer, Partner, Grant Thornton; Rachel Binder, Senior Manager, Grant Thornton

Join this update on the most recent developments from FASB. We'll cover changes to the CECL standard, including ASU 2022-02, which removed TDR designation, and the current purchased financial assets project. Learn how the recent and upcoming changes may impact how your institution identifies and measures expected credit losses.

asset-liability lending-and-credit-risk portfolio-risk-cecl

Peer Roundtable: Addressing Common Challenges for Regional Financial Institutions (Part 1 & 2)

Featuring: Alison Trapp, Vice President, Implementation, Abrigo

Gain and share insights with your peers on strategies for addressing the challenges often faced by regional financial institutions. This discussion will cover a variety of topics, including initial and ongoing change management strategies and ensuring return on investment across multiple lines of business and complex organization structures.

aml-cft

All Things Sanctions

Featuring: Michelle Lucci, Regulatory Compliance Director, Abrigo

Sanctions remain in the spotlight in 2023, so it's vital to have up-to-date knowledge to maintain compliance. This session will provide some sanctions basics, including pertinent definitions and an overview of the goal of sanction compliance and legal authority to impose sanctions. You'll also hear details on evasion techniques to help you with detection, OFAC enforcement actions, and success and failure stories.

lending-and-credit-risk

CFPB 1071 Rule: Managing Risk Through Compliance Success

Featuring: Paula King, Senior Advisor, Advisory Services, Abrigo

In a recent survey of financial institution executives, the final CFPB 1071 rule was the top regulatory compliance concern -- understandably so. The rule is expected to represent the most significant data collection and reporting effort for financial institutions in nearly 50 years. In this session, we'll cover:

An overview of the rule
How to effectively manage small business lending risk by developing compliant policies and procedures and an effective process for data collection, recording, tracking, monitoring, and reporting.
The importance of consistency in small business loan terms and standardization of loan pricing to avoid fair lending concerns, along with some ways to identify early warning signs.

From this session, you'll leave with plans and best practices to ensure successful compliance.

asset-liability

Wholesale Management: Managing the Bond and Borrowing Portfolios with an Eye Toward the Future

Featuring: Dave Koch, Director, Advisory Services, Abrigo

In this session, hear a panel discussion featuring bankers and ALM experts on the risks and opportunities present in the wholesale markets today as community FIs look to manage earnings and funding stability.

lending-and-credit-risk

Loan Pricing: Realities Today's Environment (offered once)

Featuring: Darryl Mataya, Senior Advisor, Abrigo; Rob Newberry, Senior Advisor, Abrigo

In uncertain markets, lenders can still find strong, profitable loans. Hear the state of the lending market and stories of recent initiatives by Abrigo clients in CRE, ag, 1-4 family, and consumer lending. We'll examine successful initatives, as well as some less successful ones to understand where the ideas fell short and gain insight into different approaches.

lending-and-credit-risk

Demystifying AI in Small Business Lending

Featuring: Scott Lascelles, Charm Solutions

Artificial intelligence is gaining momentum. In this session, we will explain the power of AI in small business lending and how you can harness it.

lending-and-credit-risk

Separating Yourself from the Herd: The Future of Ag Lending

Featuring: Rob Newberry, Senior Advisor, Advisory Services, Abrigo, and Caleb Hopkins, Loan Officer, Westside State Bank.

Many lenders have not experienced a time when inflation is the main topic of discussion among economists. What can lenders do to prepare ag customers for potential commodity price changes and higher interest rates? Should financial institutions' credit policies or product offerings be updated to help mitigate additional credit risk?

In this session, we'll discuss these credit issues in more detail and then look at strategies to help drive growth in your ag portfolio.

asset-liability

Interest Rate Risk – Are you managing the right look at risk?

Featuring: Susan Sharbel, Senior Advisor, Advisory Services, Abrigo

Interest rate risk has long been considered a concern when rates rise. But in reality, the more significant risk to most community FI’s arises as rates fall. In this session, hear examples of current exposures among Abrigo ALM model and outsource clients, mitigation strategies, and how they can impact future performance as rates drop.

asset-liability

A Look at Prepayment Speeds Through Changing Market Conditions

Featuring: Susan Sharbel, Senior Advisor, Advisory Services, Abrigo; Dave Koch, Director, Advisory Services, Abrigo

Prepayments play a critical role in liquidity planning and net interest margin production. Many ALM models use market-based data or rely on “institution experience” as their source. But how accurate are those estimates, and what are better alternatives for modeling your future performance? Using Abrigo’s vast database of loan data, we will present findings on how prepayments have reacted across different loan “pools” and the key drivers to consider when modeling future expectations.

aml-cft fraud-prevention

Balancing the Opportunity, Risk, and Operational Burden of New Markets and New Growth

Featuring: Justin Fischer, Co-Founder & CEO, RiskScout

Financial Institutions are under extreme pressure in 2023 to increase topline revenue, gather low-cost deposits, and increase loan volume and merchant processing -- all while maintaining staffing levels and trying to improve processes. With increasing regulatory burdens and ever-changing risk patterns, how does it help meet your objectives to consider expanding into new, progressive markets like fintech sponsorship, cannabis, hemp, crypto? What about more traditional markets like money services businesses, ATMs, or cash-intensives businesses?

This session will take a pragmatic approach to considering these new markets. We'll discuss how to manage the BSA/AML risks and create operational efficiencies while enabling you to reap the rewards.

aml-cft

BAM+ User Group

Featuring: Mary Stokes Gruca, Manager, Client Education and others TBA

ThinkBIG 2023 is starting with a bang! The FinCrime team is coming together for a fun and exciting session of learning from your peers with more roundtable discussion on everything from industry trends to product knowledge. Of course, we will also focus on what is happening now. Get the scoop on Abrigo's newest features and product enhancements, including products within BAM+ (i.e., Due Diligence Manager, CTR+, BAM+ Scan, etc.).

portfolio-risk-cecl

Stress Testing User Group

Featuring: Zach Englert, Manager, Advisory Services, Abrigo, and Chantel Holland, Senior Analyst, Advisory Services, Abrigo

Under a volatile economic environment, stress testing provides increased insight into the loan portfolio. Regulatory scrutiny surrounding stress testing continues to provide additional pressure for institutions to show strong capital levels even in adverse conditions. In this Stress Testing User Group session, users will walk away with:

Defined stress testing scenario planning process
Ways to identify key variables such as selling costs, probabilities of default, and losses given default
Resources for Stress Testing documentation

lending-and-credit-risk

Loan Administration and Construct User Group

Featuring: Madeline Moses, Consultant, Abrigo, and Allison Price, Manager of Client Education, Abrigo

Interact with your lending peers through roundtable discussions on industry trends and best practices in this user group. Learn about the latest and upcoming features and enhancements in the Loan Administration solution. Plus, hear how your peers are gaining efficiencies through the Construct solution, for construction lending.

lending-and-credit-risk portfolio-risk-cecl

Bench Strength: The Art of Attracting and Retaining Your Best Talent

Featuring: Paul Nunn, Pinnacle Strategy

Financial institutions are having a hard time attracting and retaining employees. The impact of this employee shortage is evident everywhere: longer lines, overworked employees, stressed-out managers, poorer customer service, and, ultimately, restricted profits. Finding and keeping great talent requires an environment where employees want to grow and develop themselves. In this session, you will identify specific steps you can take to make sure your financial institution creates an environment for growth and development.

portfolio-risk-cecl

A Guide to Model Validation

Featuring: Pablo Salazar, CFA, PhD, Director, Model Risk Management, Abrigo, and Zachary Struble, Consulting Director, Abrigo

Like other types of risks financial institutions face, model risk should be managed, and model validation is at the core of risk management. This presentation will cover the importance of model risk management with a focus on the validation process. Using our experience with CECL, we will describe model validation components, including findings, mitigations, deliverables, timeline, responsibilities of model owners, and what to expect from vendors, validators, and auditors. An example model for monitoring economic indicators (critical for the reasonable and supportable forecast aspect of CECL) will walk through model design, data management, results, ongoing monitoring, and governance. Q&A will allow you to share your model validations experiences and ask questions about how to address findings.

aml-cft

Recognizing and Combatting Organized Retail Crime

Featuring: Speaker TBA, HSI Financial Crimes Unit

Organized retail crime is a growing crisis in the U.S., and financial institutions are tasked with detecting and reporting these complex typologies. Learn about Homeland Security Investigation's "Operation Boiling Point" Program. Using case studies, we will walk through transaction red flags financial institutions can use to detect organized retail crime.

aml-cft

Complex Financial Fraud Schemes

Featuring: Zacharia Baldwin, Supervisory Special Agent, FBI, and Daniel Gaitan, Special Agent, Private Sector Coordinator| Miami division, FBI

Fraud is a growing concern among financial institutions, with hard-dollar losses at an all-time high. Many of the fraud methods, techniques, and instruments that flourished during the pandemic continue to provide criminals success. Meanwhile, more complex schemes, such as cryptocurrency scams, are also surfacing. Hear from law enforcement experts about the current complex schemes and how to detect them within your fraud prevention program.

aml-cft

Operating in Crisis Mode and the Art of AML

Featuring: Stephen Wallace, SVP, Chief BSA/AML Officer, United Business Bank

This session will discuss ways to successfully manage BSA/AML risk and cope with staffing shortages, employee turnover, mergers and acquisitions, and acts of nature such as fire, flood, earthquakes, pandemics, along with everything else thrown our way.

lending-and-credit-risk

Illuminating Dark Matter: Principles of Identifying Emerging Risk in Your Commercial Loan Portfolio

Featuring: Steve Wert, VP of Credit Quality Solutions, Abrigo+DiCOM

This session will help participants rise up out of the weeds and better understand the current AND emerging risks within their commercial loan portfolios.

portfolio-risk-cecl

Building Financial Fortitude: How to go from CECL Compliance to Robust Capital Stress Testing

Featuring: Zach Englert, Manager, Advisory Services, and Allen Bach, Senior Consultant, Advisory Services, Abrigo

Discover how to effectively utilize your existing Current Expected Credit Loss models to develop a comprehensive capital stress testing framework. In this session you can expect to gain insights and best practices for leveraging your CECL processes, data, and analytics to enhance your stress testing capabilities and ensure robust risk management

Solution Center: Connecting the Dots: Improving the Management Decision-Making Process With Abrigo Connect

Featuring: Paula King, Senior Advisor, Advisory Services, Abrigo; Zach Langley, Consultant, Advisory Services, Abrigo; Kevin Abbas, Senior Director, Product Management, Abrigo.

Making sense of all the data: Whether it’s to gain insight for overall asset-liability, credit, FinCrime, and deposits management or capital perspectives, one of the biggest industry challenges is assimilating the data and key metrics into cohesive, actionable outputs. Join this discussion of how FI’s can leverage the Abrigo Connect software to link up siloed data into succinct and customized reports, dashboards, signals, and monitoring capabilities. See how tracking critical KPI’s can positively impact the bottom line, support strategic planning, and improve process efficiency.

Solution Center: Abrigo's Expanding API and Integration Ecosystem

Featuring: Connor Heinrich, Director, Product Management, Abrigo

Integrating systems makes for a more efficient loan origination process. In this session, we will preview exciting developments to the 2023 Abrigo partner roadmap and discuss where we are seeing true innovation with some of our new API partners.

lending-and-credit-risk

Solution Center: Improve Efficiency and Drive Growth with Abrigo Community Lending

Featuring: Josh Ridewood, Manager, Sales Engineering, Abrigo; Molly Patel, Director, Product Management, Abrigo; John Hatfield, former banker, consultant, JWH Advisors

This Solution Center is especially for banks and credit unions with $500m or less in assets. Community financial institutions face challenges on all fronts. Whether it is managing in the current economic environment, keeping up with changing needs of customers, finding staff, or meeting growth goals, there is a lot going on. Learn about Abrigo Community Lending, our new lending solution designed specifically for small banks and credit unions. We’ll show you how easy it is to implement, learn, and use.

lending-and-credit-risk

Solution Center: Optimize Loan Review: Identify emerging risks, achieve double-digit efficiency gains, and reduce losses with Abrigo’s DiCOM Loan Review

Featuring: Jim Xander, Director, Sales & Marketing, Abrigo, and Steve Wert, VP, Credit Quality Solutions, Abrigo

Optimizing the loan review process is vital for improving credit quality and ensuring underwriting and portfolio management align with risk expectations. Learn how Abrigo’s DiCOM Loan Review eliminates inefficiencies throughout the entire review process, allowing staff to focus on risk identification, well-informed decision-making, and sharing actionable information regarding direction of risk. See how the intuitive, web-based solution enables financial institutions to easily perform effective risk assessments, increase productivity, and most importantly, improve credit quality.

portfolio-risk-cecl

Solution Center: Don't Stress, We've Got You Covered with Abrigo Stress Testing

Featuring: Zach Englert, Manager, Advisory Services

Stress testing is a critical tool for community financial institutions to evaluate their resilience to adverse market conditions and ensure the stability of their operations. This session provides an overview of stress testing best practices for community financial institutions using the Abrigo Stress Testing Solution. It will cover the key components of an effective stress testing program, the regulatory requirements for stress testing, and practical considerations and challenges for conducting stress tests.

lending-and-credit-risk

Solution Center: Calibrating Your Loan Pricing Model in a Volatile Rate and Funding Cost Environment

Featuring: Rob Newberry, Senior Advisor, Advisory Services & Darryl Mataya, Senior Advisor, Advisory Services

An institution’s loan pricing results can fluctuate widely, depending on the funding cost assumptions used in the model. Recent volatility in wholesale funding sources coupled with an inverted yield curve can quickly swing a loan’s forecasted profitability above or below your targeted ROA or ROE thresholds. This session will outline ways to minimize this impact and discuss other cost assumptions in your loan pricing model that could be leading to these erratic results.

Navigating Challenges and Seizing Opportunities in Today’s Economic Environment

Featuring: Regan Camp, Vice President, Advisory Services, Abrigo, and Kirby Davidson, President/CEO, Graduate School of Banking at the University of Wisconsin-Madion

Join us for a dynamic panel discussion on the challenges and opportunities facing financial institutions in the current economic environment. A panel of banking executives and industry experts will explore strategies for driving growth and profitability in this ever-evolving industry.

The panel will discuss topics such as the impact of rising rates, changing customer preferences, employee retention, risk management and compliance, and the role of technology.

Attendees will gain valuable insights and actionable strategies from experienced industry leaders, providing a competitive edge in navigating the challenges and seizing the opportunities that lie ahead.

Don't miss this opportunity to hear from some of the brightest minds in banking and gain a deeper understanding of the industry's future.

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Event Sessions

Session Details

Filter Sessions

OPENING KEYNOTE: Courageous Growth: Leading with Strength and Confidence

CLOSING KEYNOTE: High Performance Banking - What is Contributing to Performance in 2023

Economic Outlook and Trends

The Dark Side of Tourism: The Global Landscape of Sex Trafficking

Establishing a Crypto Compliance Program: What All Financial Institutions Should Know

Audit and Regulatory Expectations for 2023

How to Catch a Criminal: The Latest Ways to Improve Your Fraud Mitigation Program

Where are we now, where are we heading, and where do we want to go?

The Green Decade: 10 Years of Legal Cannabis and What We've Learned

How to Get Your SARs the Attention They Deserve: Effective SAR Narrative Writing

Mitigating Risk with Digital Lending and Loan Syndication

"Risky Business" - Best Practices for Automated Risk Rating

The Magic of Pipeline: 5 Keys to Building and Maintaining a Robust Loan Pipeline That Will Guarantee Sales Success

BSA Meets M&A: Best Practices for a Smooth Acquisition

How to Cement a Profitable, Sound Construction Lending Program

Succession Planning: A Plan for Success

Interest Rate Risk: Are You Managing the Right Look at Risk?

Raising Criminal Minds: How to Develop FinCrime Subject Matter Experts Within Your FI

Streamlining Change as You Grow

CECL Current Events

Peer Roundtable: Addressing Common Challenges for Regional Financial Institutions (Part 1 & 2)

All Things Sanctions

CFPB 1071 Rule: Managing Risk Through Compliance Success

Wholesale Management: Managing the Bond and Borrowing Portfolios with an Eye Toward the Future

Loan Pricing: Realities Today's Environment (offered once)

Demystifying AI in Small Business Lending

Separating Yourself from the Herd: The Future of Ag Lending

Interest Rate Risk – Are you managing the right look at risk?

A Look at Prepayment Speeds Through Changing Market Conditions

Balancing the Opportunity, Risk, and Operational Burden of New Markets and New Growth

BAM+ User Group

Stress Testing User Group

Loan Administration and Construct User Group

Bench Strength: The Art of Attracting and Retaining Your Best Talent

A Guide to Model Validation

Recognizing and Combatting Organized Retail Crime

Complex Financial Fraud Schemes

Operating in Crisis Mode and the Art of AML

Illuminating Dark Matter: Principles of Identifying Emerging Risk in Your Commercial Loan Portfolio

Building Financial Fortitude: How to go from CECL Compliance to Robust Capital Stress Testing

Solution Center: Connecting the Dots: Improving the Management Decision-Making Process With Abrigo Connect

Solution Center: Abrigo's Expanding API and Integration Ecosystem

Solution Center: Improve Efficiency and Drive Growth with Abrigo Community Lending

Solution Center: Optimize Loan Review: Identify emerging risks, achieve double-digit efficiency gains, and reduce losses with Abrigo’s DiCOM Loan Review

Solution Center: Don't Stress, We've Got You Covered with Abrigo Stress Testing

Solution Center: Calibrating Your Loan Pricing Model in a Volatile Rate and Funding Cost Environment

Navigating Challenges and Seizing Opportunities in Today’s Economic Environment