Event Sessions

With the anticipation of continued deregulation and optimism for growth in the financial and small business sectors, it’s time for financial executives to review their small business lending process. We’ll discuss automation for a more seamless borrower experience and ways to close loans for quicker impact on NIM, without sacrificing fundamental credit risk efforts. This session will include tips from the foundational components of a small business lending policy to ways to standardize pricing and decision modeling for faster turnaround and better efficiencies. Changing from a more complex underwriting process for small business lending can also pose a cultural shift, so we’ll discuss strategies to ensure a successful path forward. 

Nearly everyone is concerned about lending to commercial real estate. Yet, for many institutions, CRE lending is a major concentration and source of revenue. While "prudence" is always the mantra of our industry, it is time to put aside unfounded fears and take a more objective and confident approach to the management of CRE lending. During this presentation, we’ll talk about some of the guiding principles of concentration management and commercial underwriting. We’ll then apply those principles to commercial real estate lending. The takeaways will assuage your (concerned) stakeholders and enable you to continue to make good, solid bets that benefit the bottom line.

This session is focused on leveraging Construct for an efficient draw approval experience. An Abrigo Construct expert will walk you through how Construct can be configured to allow inspectors, contractors, and other external parties to communicate more directly with your lending team for a faster draw approval process.

Net interest margin continues to get compressed as financial institutions fight for core deposits in a significantly higher rate environment. With 1071 Small Business Reporting around the corner, many institutions are migrating to transaction-level pricing concepts.  In this session we will discuss strategies and best practices on how to continue to leverage relationship pricing to win deals while still maintaining pricing consistency to help mitigate fair lending concerns.

Join us for an interactive session with fellow users focused on how you can get more out of the Construct platform. This session will include presentations from peer institutions walking you through the tips and tricks they’ve learned to bring efficiency to their construction lending portfolio and opportunities for you to talk with fellow customers currently using Construct.

Join our dynamic Sageworks Super User Panel, where power users from across the banking world share their strategies, tips, and creative hacks for getting the most out of Sageworks. Discover innovative approaches to:

• Leveraging new enhancements and features for maximum efficiency
• Integrating third-party tools that transform workflows
• Applying workflow logic to solve complex challenges
• Enhancing application design to make visually stunning and functional sales tools for your institution

Whether you're looking for onboarding best practices, practical enhancements, or unique use cases, this panel promises actionable insights and fresh ideas to take back to your team. Don't miss this chance to think bigger with Sageworks.

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 the Sageworks Loan Origination System, which includes both the front end for lenders and the underwriting side for analysts.

Sharpen your credit analysis skills. We've designed this day to start with essential, foundational concepts — perfect for those new to the solution or those looking for a refresher. After lunch, dive deeper into more advanced topics to expand your expertise and explore additional tools for getting the most ROI from the Sageworks Credit Analysis solution. You can choose the morning session, the afternoon session, or join us for the entire day.

Morning Session- Foundations

Afternoon Session- Advanced

Join other Sageworks System Admins for insightful roundtable discussions facilitated by Abrigo. You'll be able to share your experiences, explore topics related to system administration, and gain fresh perspectives by engaging with peers from other institutions.

Who is a Sageworks System Admin?

• While the role varies by institution, these individuals are typically internal leads for Sageworks-related support, troubleshooting, and training. They have an in-depth knowledge of system settings, capabilities, and connections, and they’re often responsible for configuration, maintenance, and operations of Sageworks solutions.

Join an interactive, hands-on session focused on strategies to streamline loan origination at your institution. You'll engage with peers, share your own insights, and explore innovative approaches for improving your team's and your borrowers' experiences.