sunday september 23, 2018 - wild apricot...page 1 of 4 9/18/2018 sunday – september 23, 2018 time...

of 4

9/18/2018

Sunday – September 23, 2018 Time Event Location

6:00 PM – 9:00 PM Pre-Registration - Vendor Reception Buzzard Billy's 247 N 8th St Ste 101 (See map on last page)

Monday – September 24, 2018 Time Event Location

6:00 AM – 8:00 AM Free Breakfast at Embassy Suites Hotel Atrium

7:00 AM – 8:30 AM Registration Registration

8:30 AM – 8:45 AM Business Meeting

Regents C-D-E-F

8:45 AM – 10:30 AM Vendor Welcome and Introduction

A sneak peek at this year’s vendors

10:30 AM – 10:45 AM Break

Peer Group Sessions – A

10:45 AM – 12:00 PM

Retail Operations

Account Opening Automation, Teller Platforms, Self-Service, ITM Regents C

P3: MW

Loan Operations/Back Office

Automation, Centralization, Work Flows Regents F

P3: LM

Risk: Fraud Online, Mobile, Bill Pay, P2P, Debit Card

Chancellor 2/3

P3: JO

Technology: Cybersecurity

Frameworks, Examiner Expectations, Monitoring and Reporting, Employee Education and Training, Customer Education and Training

Regents D-E

P3: JS

12:00 PM – 1:00 PM

Lunch Sponsored by

Hotel Atrium

12:30 PM – 1:45 PM Vendor Showcase Regents AB

Vendor Presentations

1:50 PM – 2:25 PM

TECHNOLOGY COMMERCIAL/RETAIL RISK/FRAUD/FINANCE IMAGE/PRINTING

Chancellor 1

Regents E Regents D

Chancellor 2/3

Regents F Regents C

2018 Fall Meeting Agenda Lincoln, Nebraska Embassy Suites

September 23-26, 2018

of 4

9/18/2018

Monday – September 24, 2018 Vendor Presentations

2:30 PM – 3:05 PM


Regents D

Chancellor 2/3

Regents F

Regents E

Regents C

Chancellor 1

3:05 PM – 3:15 PM Break Refreshments Served in Vendor Showcase

Fiserv Division Updates

3:15 PM – 4:45 PM Fiserv Division Updates:

Premier 10, Retail Online, Business Online, Mobile Banking, Architect

Regents C-D-E-F

4:45 PM – 7:00 PM Reception Co-hosted by P3 & Fiserv

Hotel Atrium – South of the Bar

Tuesday – September 25, 2018 Time Event Location


Fiserv Division Updates

9:00 AM – 10:30 AM Fiserv Division Updates:

Mobile, Online Account Opening, Performance Data Warehouse, Zelle and Notifi

Regents C-D-E-F

10:30 AM – 10:45 AM Break Refreshments Served in Vendor Showcase

Vendor Presentations

10:45 AM – 11:20 AM


Regents C Regents E

Regents D

Regents F

Chancellor 1

Chancellor 2/3

of 4

9/18/2018

Tuesday – September 25, 2018 Vendor Presentations

11:20 AM – 11:55 AM


Regents D Regents E

Regents C Regents F

Chancellor 1

Chancellor 2/3

Time Event Location

12:00 PM – 1:00 PM

Lunch Sponsored by

Hotel Atrium

12:30 PM – 1:45 PM Vendor Showcase Regents AB

1:45 PM – 2:00 PM Vendor Appreciation & Booth Drawings Regents C

Peer Group Sessions – B

2:00 PM – 3:00 PM

Loan Operations, Back Office and Operations

Premier 10 Real-Time Update Regents D-E

P3: LM

Debit/Credit Card EFT Providers, EMV, Digital Wallets, In-House ATM, Outsourced ATM

Chancellor 2/3

P3: JW

Online Account Opening Platform Options, Deposit, Loan

Regents F

P3: KK

Technology: Servers, Desktops, Storage and Networking Server16, SQL16, Windows10, Office16, Browsers, Non-Windows Devices

Regents C

P3: SH

3:00 PM – 3:15 PM Break Refreshments Served in Main Gathering Area

Peer Group Sessions - C

3:15 PM – 4:15 PM

Business Banking and Channels Cash Management (ACH, Wires)

Regents C

P3: JO

Customer Service and Marketing Call Center, Online Chat, 24x7 Coverage, Communication Tools, Social Media

Chancellor 2/3

P3: MW

Loan Operations, Back Office and Operations

Origination Platforms, Automation, Best Practices, Collateral Regents F

P3: LM

Technology: Infrastructure and Security

O365, IAM, FWaaS, IaaS, DRaaS Regents D-E

P3: JS

4:15 PM – 5:00 PM Networking

5:00 PM – 7:00 PM Happy Hour - Hosted by

Single Barrel 130 North 10th Street (See map on last page)

of 4

9/18/2018

Wednesday – September 26, 2018 Time Event Location


8:30 AM – 9:45 AM Strategic Session/Round Table – Zelle, Cardless Cash, Mobile Wallet, P2P, B2B, Payments networks

Regents C-D-E-F

P3: SH

9:45 AM – 10:00 AM P3 Conference Q&A Regents C-D-E-F

10:00 AM – 10:15 AM Break Refreshments Served in Main Gathering Area

Peer Group Sessions - D

10:15 AM – 11:15 AM

Consumer Banking and Channels Online Platforms, Mobile Platforms

Regents C

P3: JW

Member Choice Member suggestion –

Chancellor 2/3

P3:

Test Automation Test environment, Tools, Structure, Best Practices, Work Flows

Regents F

P3: LM

Technology: Emerging Technologies and Threats

SaaS (Sage Works, Office 365, ADP, Bankers Toolbox, Verifin, Bottomline), Endpoint Protection , Mobile Workers, Device Management, Mobile Devices, Remote Access

Regents D-E

P3: JO

11:15 AM – 11:30 AM General Session Wrap-Up and P3 Door Prizes Regents C

Noon – 4:00 PM Fiserv Campus Visits Board Bus at Hotel Entrance

Buzzard Billy’s

Single Barrel

LobbyEmbassy

Bar& Grille

AlumniRoom

Admin.Offices

2nd LevelSkywalk

2 nd LevelSkywalk

Main Drive

"P" Street

"Q" Street

11th

Str

eet

10th

Str

eet Coat Room

BusinessCenter

Res

troo

ms

Conf.Reg.

RestroomsRestrooms

Exec.BoardRoomP Street

Dining

Director’sBoard Room

Ent

ranc

e

Entrance

Atrium

Men

Wom

en

Entrance

Chancellor1

Chancellor2

Chancellor3

RegentsBallroom

A

B

C

D E F

Pre

-con

vene

Are

a

Pre-convene Area

Entrance

Business Center

Director’s Board Room

Alumni Room

Lobby

Regents Ballroom

Administrative Offices

Chancellor Rooms

Executive Board Room

Atrium

Pre-convene Area

Embassy Bar & Grille

Restrooms

Conference Registration

2018 Fall Meeting

Lincoln, Nebraska

September 23-26, 2018

VENDOR INFORMATION

Business Track - Risk/Fraud/Finance

https://infogressive.com

Showcase Table - 1

Presentation Room - Regents D

Presentation Time - Tuesday 10:45-11:20

Contact: Heidi Knudsen Content Marketing Specialist

[email protected]

Infogressive is a Managed Security Services Provider (MSSP) that secures businesses of all sizes by combining the best technology available with passionate cybersecurity experts. Their effectiveness is proven by their history of zero data breaches since Infogressive was started 12 years ago. CyberArk, the #1 provider of privileged access security, provides a critical layer of IT security to protect data, infrastructure and assets across the enterprise, in the cloud and throughout the DevOps pipeline. CyberArk delivers the most complete solution to reduce risk created by privileged credentials and secrets. The company is trusted by the world’s leading organizations, including more than 50% of the Fortune 100, to protect against external attackers and malicious insiders, and address audit and compliance requirements. CyberArk is the only public company 100% focused on privileged access security, delivering innovative solutions to stay one step ahead of attackers.

Business Track - Technology

www.unilinkinc.com

Showcase Table - 2



Contact: Stephen Buschner Sales Manager

[email protected]

UniLink is the largest independent supplier of financial hardware nationwide! Over 2000 customers invest in our ability to improve their conditions and help them attain a more favorable future! UniLink specializes in check scanners, signature pads, document scanners, remote deposit capture solutions, supplies, repairs and all other financial hardware products.

Business Track - Commercial/Retail

www.360view.com

Showcase Table - 3

Presentation Room - Regents E


Contact: Joyce Colin Vice President and National Sales Representative

[email protected]

360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize your team’s performance. Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs. Through comprehensive customer profiles, real-time reporting, marketing automation and data-driven insights, we empower growth for your organization. Our customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more.


www.journeytechnologysolutions.com/

Showcase Table - 4



Contact: Arden Sustad Partner

[email protected]

Insight 2 Actionsm (I2A) Analytics delivers a 360 view of the customer and behavior. The data source is the Core with optional aggregation (e.g. trust, mortgage). I2A includes: complex management reporting, integrated profitability, attrition, modeling, quantified opportunities and campaign tracking. I2A is delivered in a service based model.

Business Track - Image/Printing

printmailsolutions.com

Showcase Table - 5

Presentation Room - Regents F


Contact: Courtney Young Marketing Administrator

[email protected]

PrintMail Solutions Inc., the industry leader of printed financial correspondence and electronic statement processing has four regional facilities serving 350+ Financial Institutions across the U.S. We welcome you to the future with RYSE (Reinventing Your Service Experience) with the most comprehensive interactive customer platform in the industry with a full suite of services. 800.910.4844 www.PrintMailSolutions.com


www.SMASolutionsIT.com

Showcase Table - 6


Presentation Time - Monday 2:30-3:05

Contact: Jessica Robicheaux Communications Specialist

[email protected]

SMA Solutions’ enterprise technology OpCon automates IT processes, producing repeatable perfection and enhanced operational efficiency throughout the institution. OpCon easily manages business and technical workflows across operations, infrastructure, cloud and virtual environments. OpCon currently automates over 300 financial institutions worldwide, improving their service, streamlining operations and reducing IT costs.


www.arcticwolf.com

Showcase Table - 7



Contact: Ben Bitterman Account Executive

[email protected]

Arctic Wolf provides an innovative turnkey SOC-as-a-service. Our Concierge Security Engineers improve threat detection by up to 10X, leveraging our hybrid AI, custom rules engine and security optimized data architecture. These innovations provide a superior threat detection and response platform for proactively hunting threats, analyzing incidents, and delivering actionable remediation recommendations.


www.highcottonusa.com

Showcase Table - 8



Contact: Jeffrey Reeves Senior Business Development Manager

[email protected]

For over 40 years, High Cotton has delivered client communication solutions. We use the latest technologies to provide our customers peace of mind that their statements and notices, both electronic and paper, are secure, accurate and delivered on time.


www.info-pro.com

Showcase Table - 9

Presentation Room - Chancellor 1


Contact: Mark Daniels SVP of Sales, Marketing, and Account Management

[email protected]

Info-Pro Lender Services provides real estate tax tracking, escrow processing, flood determination services, and property insurance services to lenders across the U.S. This helps lenders focus on risk mitigation and information management, all while improving efficiency and increasing profitability.


www.stratistech.com

Showcase Table - 10



Contact: Tim Bode President

[email protected]

Since 1992, Stratis has helped banks deepen customer relationships, improve products & services and enhance customer profitability. We work with banks in measuring and understanding relationship profitability, implementing best-of-class courtesy pay programs, and StartFresh Banking®, our best-of-breed "second chance" checking program. We also represent The Core Point, and their Core CD program, which helps banks manage the acquisition, retention and pricing of CDs. This program consistently improves CD interest expense by a sustained 10 to 40 basis points, but also maintains or enhances funding availability. Come see us to learn how our programs can help your banks succeed!


www.nbsusa.com

Showcase Table - 11

Presentation Room - Chancellor 2/3


Contact: Robert Lane District Sales Manager [email protected]

National Business Systems (NBS), an OSG Company, has been supporting the financial industry for over 45 years. NBS specializes in solutions for banks. We provide both traditional print and mail services as well as electronic document delivery and offer custom document workflow solutions including document archiving, scanning and microfilm conversion to searchable digital archives.


www.quest-analytics.com

Showcase Table - 12



Contact: Kraig Nellis Senior Sales & Relationship Mgmt. Executive

[email protected]

Quest Analytics is a financial services technology and consulting company specializing in helping banks grow by enhancing their service and sales culture. We deliver a unique blend of nightly data analytics + software design around the users role + relationship building soft skills training to deepen the customer relationship.


larutech.com

Showcase Table - 13



Contact: Mitch White Sales Director

[email protected]

Laru Technologies is the pioneer provider of ACH and Wire transaction monitoring and control tools that put financial institutions back in command of their operations. Laru’s suite of affordable products addresses the specific concerns of risk management, compliance and governance of ACH activity. Control transactions in real time: * Permit specific or all SEC codes * Prevent network violations * Stop transactions from exceeding specified limits * Allow transactions to valid receivers only * Apply multi-level exception handling protocols Also, Measure and Manage Risk: * ACH risk exposure per originator or in aggregate * OCC 2006-39 specific risk assessment * Return level and activity by originator or third party aggregator * Network rule violations and prevent costly penalties * Track ODFI and RDFI transaction trends


www.enablesoft.com

Showcase Table - 14

Presentation Room - Regents C


Contact: John Stewart Senior Sales Executive

[email protected]

Foxtrot by EnableSoft is scalable Robotic Process Automation (RPA) software that can be quickly implemented into your bank. Whether you’re integrating existing processes or building programs from scratch, Foxtrot is the fastest solution to increase efficiency in every department through elevated productivity, accuracy, decreased costs, and more!


www.micronotes.com

Showcase Table - 15



Contact: Kevin Flanagan Director of Marketing

[email protected]

Micronotes is the leader in AI-driven marketing automation for financial institutions. The company’s fast, automated and cloud-based digital marketing automation platform applies machine learning to customer data to improve engagement and effectively cross-sell financial services through digital service channels. Privately held, Micronotes is based in Boston. For more information visit https://www.micronotes.com.


www.peakconsultingllc.com

Showcase Table - 16



Contact: Christine Mollhoff Deposit Consulting Director

[email protected]

Institutions are often too busy to fully utilize their entire core investment. Because of this, they often struggle through processes while feeling that there should be an easier way. Peak Consulting has partnered with institutions of all sizes to help them better utilize their Fiserv Premier® core investment. Peak’s consultants are former Fiserv employees that have over 9,000 hours of onsite experience. Peak Consulting has a passion to deliver best in class customer services on deposit and lending solutions, with an attitude of putting the bank first. Our expertise can be used to improve daily tasks by eliminating manual procedures, utilizing new specifications from the most recent releases, finding revenue opportunities, or the roll out and management of new projects. Our combined experience has also led to the development of tools that add tangible value to the acquisition and conversion process, consolidating and simplifying the steps to make it easier to manage. Peak Consultants specialize in training, efficiency analysis, cost savings and revenue growth. For more information, please email Peak at [email protected].


www.integratedlegacy.com

Showcase Table - 17



Contact: Steve Paradine Regional Sales Director

[email protected]

For almost 20 years, ILS team members have been recognized leaders in data and image conversion services for financial institutions. ILS was the 1st to offer the OmniView Image Browser which eliminates the need for data conversions and maintaining legacy systems. Today nearly 400 FI's trust ILS and OmniView to avoid excessive cost and time of traditional conversions.


www.guardiananalytics.com

Showcase Table - 18



Contact: Dave Schneiderman Director, Channel Sales

[email protected]

Guardian Analytics is the pioneer and leading provider of behavioral analytics and machine learning solutions for fraud detection and anti-money laundering for financial institutions. Our solutions include Digital Banking Fraud Detection for Mobile and Online channels, Real-Time Payment Fraud Detection for Wire and ACH. Anti-Money-Laundering solutions that address AML compliance requirements on a single platform. Over 450 financial institutions have standardized on Guardian Analytics’ innovative solutions to mitigate fraud risk and stop the sophisticated criminal attacks targeting retail, commercial, and enterprise banking clients. With Guardian Analytics, financial institutions build trust, increase competitiveness, improve their customer experience, enhance compliance and scale operations.


https://rlrmgmt.com/

Showcase Table - 19



Contact: Paul Richardson Senior Consultant

[email protected]

A trusted consultancy and business advisor, RLR’s clientele includes Community & Regional Banks of all sizes. RLR is the industry’s longest tenured full-service, nationwide consulting firm servicing commercial banks in four primary categories: Technology, Regulatory Compliance, Operations and M&A.


www.vcomsolutions.com

Showcase Table - 20



Contact: Liz Carroll Director of Business Development

[email protected]

vCom’s cloud-based software, vManager, and managed services helps mid-size enterprise leaders, particularly bank CIOs, manage their IT inventory and spend with greater control, visibility, productivity, and cost savings. The intuitive software tracks spend from the lifecycle of an IT asset – from planning and procurement to operations and financial management. vManager has earned an average customer satisfaction rating of 95% for 11 years running. Visit our breakout for a demo.


www.q2ebanking.com

Showcase Table - 21



Contact: Cynthia Traynor Solutions Consulting

[email protected]

Centrix Solutions, a Q2 Company, provides financial institutions with products and services to help detect fraud, manage risk, and simplify compliance. With a product line that encompasses treasury management, compliance & risk management and bank operations, Centrix provides clients with a broad array of strategic technology solutions.


www.q2ebanking.com

Showcase Table - 22



Contact: Nick Van Sistine Regional Sales Manager

[email protected]

Headquartered in Austin, Texas, Q2 is a leading provider of digital banking solutions. We’ve developed the industry’s most comprehensive and adaptable digital banking platform, with a focus on elevating user experiences, driving efficiency, and helping FIs grow faster. By combining this platform with tools for compliance and risk management – as well as access to open technology, development tools, and actionable insights from behavioral data – Q2 is delivering on its mission to build stronger communities by strengthening their financial institutions. To learn more about Q2, visit www.q2ebanking.com.


www.belivelsi.com

Showcase Table - 23



Contact: Benjamin Johnson Regional Vice President

[email protected]

LSI provides Customer Service Support after-hours and overflow for banks and other financial institutions across the country. LSI agents answer in the name of the bank, and have the highest 1st call resolution rate in the industry.


www.Epson.com/financial

Showcase Table - 24



Contact: Linda Fitzpatrick Financial Partner Manager

[email protected]

Unique to Epson, the S9000 and S2000 offers the only 2-year warranty, integrated Teller & Branch capture solutions via USB, or Ethernet - in a Thin, Think or Zero client with scanning speeds up to 200 dpm. Uniquely integrated, 16 lines of endorsement print, slip printing, thermal receipt printing, driver’s license read, mag-stripe and more. EPSON also offers a variety printer options - U325/U675/H6000V/T88V and others. For more information visit www.epson.com/financial or [email protected]


www.btg-us.com

Showcase Table - 25

Contact: Joey Jackson VP Cash Automation

[email protected]

Benchmark Technology Group is your one-stop shop for branch automation. For over 30 years, Benchmark has assisted banks in migrating to new technologies and business models to offer the consumer best-in-class service and convenience. We have expertise in branch cash handling solutions and offer project services that can assist with RDC software conversions, branch software upgrades and installations and more. Contact us today to experience the Benchmark difference and help plan the implementation of your branch transformation.


www.cfctechnology.com

Showcase Table - 26

Contact: Jim Brummer President

[email protected]

CFC Technology is focused on helping you "Compete and Win" in today's rapidly changing banking landscape. We offer growth-centric software solutions, compliance tools and profit enhancement services designed to help you cost effectively acquire and retain highly valued customers. Our RDC Managed Services allows you to focus on your customer relationships while we focus on merchant Onboarding, scanner leasing, scanner support, installation, training, and HelpDesk support. Our profit enhancement services include, check recovery, debit / credit card processing, website development and wealth management.


www.helpsystems.com

Showcase Table - 31

Contact: Pat Cameron Director of Automation Technology

[email protected]

A leader in robotic process automation software and services, HelpSystems provides RPA software solutions to meet the needs of any organization, large or small. Building on over thirty years of expertise in automation and software robots, the HelpSystems Automate suite of products helps businesses increase operational efficiency and streamline mission-critical processes in every department. More than 10,000 organizations around the world rely on HelpSystems to make IT and business users’ lives easier, while keeping business running smoothly. Learn more about our RPA solutions at www.helpsystems.com/rpa


www.ciber.com

Showcase Table - 32

Contact: Matthew Kingdon Sr. Client Development Executive

[email protected]

Ciber Global LLC delivers the technical savvy and IT solutions that help businesses achieve strategic goals. Ciber is a global IT consulting company with over 2,900 employees and offices across North America and India. At any one of them, you’ll find a team of top-tier technologists and business leaders who care deeply about delivering exceptional outcomes for your organization.

ATTENDEES Fall 2018

Name Organization Name City State Title Email

Jason Clements Amarillo National Bank Amarillo TX IT Solutions [email protected]

Becky Harp Anstaff Bank Green Forest AR VP Operations [email protected]

John Orr Austin Bank Longview TX CIO [email protected]

Jeff Sowell Austin Bank Longview TX Network Support Manager [email protected]

Jessica Darmawan Bank First National Manitowoc WI AVP Treasury Management Officer [email protected]

Kelly Fischer Bank First National Manitowoc WI Chief Operating Officer [email protected]

Matthew Longmeyer Bank First National Manitowoc WI Information Technology Officer [email protected]

Colton Rabe Bank First National Manitowoc WI Loan Operations Manager [email protected]

Cheryl Schuh Bank First National Manitowoc WI VP - Deposit Operations Officer [email protected]

Bill Gaske Bank of Springfield Springfield IL SVP/CIO [email protected]

Brandon Griffith Bank of Springfield Springfield IL AVP, Loan Servicing Officer [email protected]

Matt Stark Bank of Springfield Springfield IL VP, Business and Retail Services [email protected]

John Bui Bank of Tampa Tampa FL Data Center Senior Manager [email protected]

Donovan Glaister Bank of Tampa Tampa FL VP, Technology Director [email protected]

Heidi Phillips Bank of Tampa Tampa FL Application Specialist [email protected]

Chris McIntyre Bank of Utah Ogden UT IT [email protected]

Regina Barker Bank OZK Ozark AR EVP - Loan Administration [email protected]

Alex Cravens Bank OZK Little Rock AR SVP - Core Banking [email protected]

Marisa Doss Bank OZK Ozark AR AVP - New Account Verification [email protected]

Libby Buck Bank OZK Ozark AR VP - Retail Operations Support [email protected]

Tessa Ruston Bank OZK Ozark AR SVP - Digital Services [email protected]

Jeff Starke Bank OZK Little Rock AR Chief Technology Officer [email protected]

Anna Berge Bridgewater Bank Bloomington MN VP - Technology [email protected]

Page 1 of 9

ATTENDEES Fall 2018


Craig Dose Bridgewater Bank Bloomington MN VP Operations [email protected]

Marti Stone Bridgewater Bank Bloomington MN VP - Loan Administration [email protected]

Jessica Diaz CB&S Bank Russellville AL Training Director [email protected]

Brad Hornsby CB&S Bank Russellville AL Service Desk Analyst [email protected]

Denine O'Neal CB&S Bank Russellville AL Service Desk Manager [email protected]

Lori Nein Citizens and Farmers Bank Toano VA Internal Customer Support Manager [email protected]

Steve Griego Community First Data Services, INC Cheyenne WY EVP/CIO [email protected]

Brent Burkart Community First Data Services, INC Cheyenne WY SVP & Asst. CIO [email protected]

Holly Pedersen Community First Data Services, INC Cheyenne WY Fiserv Help Desk Support [email protected]

Jan Bestwick Cornerstone Bank York NE Lending Support Officer [email protected]

Danielle Cox Cornerstone Bank York NE Depositor Services Officer [email protected]

Shawn Fowler Cornerstone Bank York NE VP Technology [email protected]

Marc Haggadone Cornerstone Bank York NE CIO, SVP Correspondent Banking [email protected]

Leo Kringle Cornerstone Bank York NE SVP, Technology Department Manager [email protected]

Karin Newman Cornerstone Bank York NE Electronic Banking Officer [email protected]

Brady Sikes Cornerstone Bank York NE Information Systems Architect [email protected]

Kayla Stastny Cornerstone Bank York NE Information Security Officer [email protected]

Becky Stuhr Cornerstone Bank York NE VP Electronic Banking [email protected]

Mike Arrington CresCom Bank Charleston SC SVP Conversion Manager [email protected]

Carmel Dodds CresCom Bank Charleston SC SVP Operations Manager [email protected]

Shannon GilleyDickinson Financial Corp

(Armed Forces Bank)Kansas City MO AVP, Bank Applications Manager [email protected]

Barry WorthyDickinson Financial Corp

(Armed Forces Bank)Kansas City MO VP, Manager of Enterprise Architecture [email protected]

Molly Miller F&M State Bank Archbold OH VP, Ecommerce Manager [email protected]

Page 2 of 9

ATTENDEES Fall 2018


Eric Hattan FCB Banks Collinsville IL IT Manager [email protected]

Dale Holzinger FCB Banks Swansea IL Project Coordinator [email protected]

Tim Mann First Farmers Bank & Trust Kokomo IN VP, IT Administrator [email protected]

Vance Monical First Farmers Bank & Trust Kokomo INVP Loan Documentation Operations

Operations [email protected]

Wayne Cochran, Jr. First Federal Bank of Florida Lake City FL EVP / Chief Information Officer [email protected]

Melissa Frohlich First International Bank & Trust Bismarck ND Digital Banking Manager [email protected]

Peder Grindeland First International Bank & Trust Williston ND Network Services Manager [email protected]

Shannon Hammeren First International Bank & Trust Bismarck ND Director of Information Technology [email protected]

Aimee Brichacek First International Bank & Trust Staples MN Bookkeeping and Wires Manager [email protected]

Jada Helfrich First International Bank & Trust Watford City ND Deposit Operations Specialist [email protected]

Jason Preble First Interstate Bank Billings MT Director of Bank Systems [email protected]

Ryan Aubrey First Mid Bank & Trust Mattoon IL Network Engineer IV [email protected]

Morgan Cornwell First Mid Bank & Trust Mattoon IL Loan Operations Officer [email protected]

David Hiden First Mid Bank & Trust Mattoon IL CIO [email protected]

Rhonda Rawlings First Mid Bank & Trust Mattoon IL VP Deposit Solutions Manager/Cashier [email protected]

Shelly Rowland First Mid Bank & Trust Mattoon IL VP, ATM & Card Manager [email protected]

Alan Dablemont First National Bank Alaska Anchorage AK VP - Bank Operations Support Director [email protected]

Melissa Gilliland First National Bank of Pennsylvania Hermitage PA SVP, Manager of Technical Support and Integration [email protected]

Dian Papay First National Bank of Pennsylvania Hermitage PA Manager of Corporate Item Processing Services [email protected]

Jason Amick Five Points Bank Grand Island NE VP IT [email protected]

LaTonna Brand Five Points Bank Grand Island NE Systems [email protected]

Vikki Daily Five Points Bank Grand Island NE VP of Systems/Operations [email protected]

Kim Wells Five Points Bank Grand island NE Systems [email protected]

Page 3 of 9

ATTENDEES Fall 2018


David Brown Frandsen Financial Corporation Arden Hills MN VP, Director of Information Technology [email protected]

Noel Anderson Frandsen Financial Corporation Arden Hills MN Financial Technology Solutions Manager [email protected]

Kevin Goedel Frandsen Financial Corporation Arden Hills MN VP, Director of Technology Services [email protected]

Megan Singsaas Frandsen Financial Corporation Arden Hills MN eBanking Manager [email protected]

Jennifer DiVita Fremont Bank Hayward CA Director of Digital Servicing [email protected]

Phil Grauberger Fremont Bank Hayward CA Manager, Banking Systems [email protected]

Sheryl Reis Fremont Bank Hayward CA Sr Director Banking Systems [email protected]

Judy Breaux Home Bank, N.A. Lafayette LA VP / Deposit Services Manager [email protected]

Janet Douet Home Bank, N.A. Lafayette LA FVP / Director of Operations Administration [email protected]

Linda Jackson Home Bank, N.A. Lafayette LA VP / Loan Servicing Manager [email protected]

Lyrene Huey Home Federal Savings Bank Rochester MN VP - Deposit Operations Manager [email protected]

Heather McGarrigle Home Federal Savings Bank Rochester MN Director of Training [email protected]

Ian Brown IB1 Solutions Consulting [email protected]

Zachary Nichols Kennebec Savings Bank Augusta ME Digital Services Manager [email protected]

Lori Ericson KleinBank Chaska MN Business Consultant [email protected]

Jim Jeffrey KleinBank Chaska MN VP IT Director [email protected]

Julie Knowles KleinBank Chaska MN Project Manager [email protected]

Sarah Morrow KleinBank Chaska MN Cash Management Support Supervisor [email protected]

Regina Scherping KleinBank Chaska MN Software Implementation Manager [email protected]

Rik Tvedt Lakeland Bank Oak Ridge NJ SVP- Product and Delivery [email protected]

Matthew Gill Legacy National Bank Springdale AR VP BSA, Security, Compliance & Loss Prevention [email protected]

Brad Miller Legacy National Bank Springdale AR VP Corporate Services [email protected]

Holly Dapolito Level One Bank Farmngton Hills MI SVP, Bank Operations [email protected]

Page 4 of 9

ATTENDEES Fall 2018


Peter Greene Machias Savings Bank Machias ME VP Loan Servicing [email protected]

Chris Lyford Machias Savings Bank Machias ME SVP COO [email protected]

Rob Wood Machias Savings Bank Machias ME VP IS [email protected]

Allen Smith Mercantile Bank of Michigan Wyoming MI Information Systems Manager [email protected]

Ryan Bleess Minnwest Bank Minnetonka MN Application Analyst [email protected]

Donna Campeau Minnwest Bank Minnetonka MN Application Analyst [email protected]

Shelley Doering Minnwest Bank Redwood Falls MN Retail Services and Ops Manager [email protected]

Chris Gerken Minnwest Bank Minnetonka MN COO [email protected]

Laura Grages Minnwest Bank Montevideo MN Director of Digital Banking [email protected]

Julie Savageau Minnwest Bank Minnetonka MN Director of IS [email protected]

Jonathan Schiller Minnwest Bank Montevideo MN Chief Security Officer [email protected]

Kandice Finch Morton Community Bank Morton IL SVP - Corporate Bookkeeping Manager [email protected]

Lucio Manzo Morton Community Bank Morton IL SVP - IT Core Operations [email protected]

Scott Niemeyer Morton Community Bank Morton IL Core System Administrator [email protected]

David Robbins Morton Community Bank Morton IL AVP - Information Security Officer Specialist [email protected]

Abbey Baumhardt Nicolet National Bank Green Bay WI Electronic Payments Team Lead [email protected]

Jon Biskner Nicolet National Bank Green Bay WI VP of IT [email protected]

Michelle Coch Nicolet National Bank Green Bay WI Loan Operations Supervisor [email protected]

Stephanie Preza Nicolet National Bank Green Bay WI Deposit Operations Supervisor [email protected]

Lynn Lundt Northwest Bank Spencer IA VP Client Services [email protected]

Pamela Burch Northwest Financial Corp La Vista NE VP ITS Product and Service Delivery Manager [email protected]

Brent Coates Northwest Financial Corp Spirit Lake IA VP IT Operations Manager [email protected]

Robert Hoffman Northwest Financial Corp Creston IA IT Operations Supervisor [email protected]

Page 5 of 9

ATTENDEES Fall 2018


Bobbie-Jo Chase Norway Savings Bank Norway ME AVP, Deposit Operations [email protected]

Janel Danforth Norway Savings Bank Norway ME AVP, Retail Strategies Analyst [email protected]

Christine McMann Norway Savings Bank Norway ME AVP, Senior Loan Operations Analyst [email protected]

Bruce Paitz Pinnacle Bancorp Omaha NE Director of Virtual Banking [email protected]

CAROLYN CAULKINS PINNACLE BANK LINCOLN NE VICE PRESIDENT [email protected]

Nancy Melichar Pinnacle Bank KMN Omaha NE SVP, Cashier [email protected]

Peg Kroeger Pinnacle Data Services Gretna NE SVP/Director of eBanking [email protected]

Mark Kruger Pinnacle Data Services Gretna NE President [email protected]

Donna Bair South State Bank Ridgeville SC AVP Loan Operations Business Analyst [email protected]

Jacoby Franklin South State Bank Orangeburg SC Systems Support Manager [email protected]

Johanna Huggins South State Bank N Charleston SC Director of Loan Operations [email protected]

Crystal Jackson South State Bank Orangeburg SC VP - Business Technology [email protected]

Holly Pingatore South State Bank Charleston SC SVP & Direcotr of Deposit Operations [email protected]

Jona Ziemann Starion Bank Mandan ND Systems Administrator III [email protected]

Kim Armagost Stearns Bank NA St. Cloud MN Product Manager [email protected]

Tom Burns Sterling Bank Poplar Bluff MO SVP - Information Technology [email protected]

Kathy Beach Stock Yards Bank & Trust Louisville KY SVP Director Deposit Operations [email protected]

Kevin Bruce Stock Yards Bank & Trust Louisville KY Director of Information Technology [email protected]

Ray Clark Stock Yards Bank & Trust Louisville KY Loan Operations Manager [email protected]

Aprel Doherty Stock Yards Bank & Trust Louisville KY Loan Operations Division Manager [email protected]

Tina McCune Stock Yards Bank & Trust Louisville KY Mainframe Manager [email protected]

David Shaver Stock Yards Bank & Trust Louisville KY VP Deposit Operations [email protected]

Kevin Guenthner Stockman Bank Miles City MT CIO [email protected]

Page 6 of 9

ATTENDEES Fall 2018


Paul Roble Stockman Bank Miles City MT CTO [email protected]

Bill Zachmann Stockman Bank Miles City MT SVP IT Network Services [email protected]

Jason Scott Sunrise Banks St Paul MN VP, Regional Market Manager [email protected]

Michelle Walstad Sunrise Banks St Paul MN VP Director Deposit Services [email protected]

Nathan Menke The Bank of Tampa Tampa FL Business Analyst [email protected]

Yvette Christion The First National Bank in Sioux Falls Sioux Falls SD Loan Operations Manager [email protected]

Kae Klinkenborg The First National Bank in Sioux Falls Sioux Falls SD VP - Project Management [email protected]

John Sackmann The First National Bank in Sioux Falls Sioux Falls SD Systems Administrator III [email protected]

Angela Shaw The First National Bank in Sioux Falls Sioux Falls SD Business Solutions Manager [email protected]

Chris Spielmann The First National Bank in Sioux Falls Sioux Falls SD Systems Administrator II [email protected]

Ryan Thim The First National Bank in Sioux Falls Sioux Falls SD Customer Service Manager [email protected]

Cindy Wait The First National Bank in Sioux Falls Sioux Falls SD Application & Operations Manager [email protected]

Eric Fahrendorf UFS Grafton WI Vice President [email protected]

Dave Harrington UFS Grafton WI Customer Support Manager [email protected]

Matt Knight UFS Grafton WI Director of Product Management [email protected]

Mindy Puckett UFS Grafton WI Manager, Core Technology Services [email protected]

Nancy Pulizos UFS Grafton WI [email protected]

Nate TeWinkel UFS Grafton WI Operations Analyst [email protected]

Susan White UFS Grafton WI Relationship Manager [email protected]

Andrea Zirbes UFS Grafton WI Customer Support Manager [email protected]

Drew Brown Union Bank & Trust Co Lincoln NE CIO [email protected]

Angela Heidecker Union Bank & Trust Co Lincoln NE Loan Operations Asst Manager [email protected]

Sara Hernandez Union Bank & Trust Co Lincoln NE VP of Loan Operations [email protected]

Page 7 of 9

ATTENDEES Fall 2018


Jade Hood Union Bank & Trust Co Lincoln NE Deposit Services Officer [email protected]

Morgan Hueftle Union Bank & Trust Co Lincoln NE Ag Loan Assistant [email protected]

Ryan McConahay Union Bank & Trust Co Lincoln NE AVP of Customer Service [email protected]

Kevin Partch Union Bank & Trust Co Lincoln NE Supervisor of System Support [email protected]

Melanie Petersen Union Bank & Trust Co Lincoln NE Wholesale Loan Operations Supervisor [email protected]

Larry Peterson Union Bank & Trust Co Lincoln NE VP of Data Processing [email protected]

Colbi Schuster Union Bank & Trust Co Lincoln NE Loan Operations Project Officer [email protected]

Travis Sears Union Bank & Trust Co Lincoln NE VP of Operations [email protected]

Becky Shupe Union Bank & Trust Co Lincoln NE VP of Deposit Services [email protected]

Jenny Wulf Union Bank & Trust Co. Lincoln NE VP of System Support [email protected]

Joe Hardway United Community Bank Auburn IL CIO [email protected]

Amber King United Community Bank Auburn IL Director of Core Operations [email protected]

Lucas Phillips United Community Bank Blairsville GA VP, Director of Deposit Operations [email protected]

Kinsey Bodensteiner West Bank West Des Moines IA Vice President [email protected]

Kay Trager West Bank West Des Moines IA Vice President [email protected]

Han Wu West Bank West Des Moines IA Senior Vice President [email protected]

Lindsay Anderson West Gate Bank Lincoln NE VP of Information Technology [email protected]

Eric Baumgartner West Gate Bank Lincoln NE Digital Bank Officer/Branch Manager [email protected]

David Buggeln West Gate Bank Lincoln NE CIO [email protected]

Doug Carey West Gate Bank Lincoln NE EVP Retail Banking [email protected]

Nancy Johnson West Gate Bank Lincoln NE AVP, Consumer Loan Underwriter [email protected]

Deb Webster West Gate Bank Lincoln NE COO [email protected]

HolliAnn Zinnecker West Gate Bank Lincoln NE Customer Contact Center Manager [email protected]

Page 8 of 9

ATTENDEES Fall 2018


Sheila Bozovsky Western State Bank West Fargo ND VP Loan Operations Manager [email protected]

Gerald Johnson Western State Bank West Fargo ND VP Operations Mgr [email protected]

Page 9 of 9

VENDORS Fall 2018

Name Organization Name Title Email Phone

Joyce Colin 360 ViewVice President and National Sales

[email protected] 6152420007

Ben Bitterman Arctic Wolf Account Executive [email protected] 612-392-8002

Bryan Van Den Heuvel Arctic Wolf Sr. Presales Systems Engineer [email protected] 612-392-8002

Joey Jackson Benchmark Technology Group VP Cash Automation [email protected] 470-865-6000

Tim Wolfe Benchmark Technology Group Senior Account Executive [email protected] 470-865-6000

Craig Everett Centrix Solutions, a Q2 Company Relationship Manager [email protected] 531-289-2427

Blake Harp Centrix Solutions, a Q2 Company

Brad Johnson Centrix Solutions, a Q2 Company Director, Solutions Consulting [email protected] 531-289-2403

Jim Brummer CFC Technology President [email protected] 763-235-5321

Matthew Kingdon Ciber Global LLC Sr. Client Development Executive [email protected] 8015804320

Armen Maranjian Ciber Global LLC Sales Director [email protected] 3037487889

John Stewart EnableSoft, Inc. Senior Sales Executive [email protected] 4072332602

Linda Fitzpatrick EPSON America Financial Partner Manager [email protected] 7703173562

Dave Schneiderman Guardian Analytics Director, Channel Sales [email protected] 408-718-2723

Pat Cameron HelpSystems Director of Automation Technology [email protected] (952) 563-1649

John Gendrich High Cotton Director of Sales 2058382827

Kelvin Musgrave High Cotton Senior Business Development Manager 4695565005

Jeffrey Reeves High Cotton Senior Business Development Manager [email protected] 2058382826

Heidi Knudsen Infogressive Content Marketing Specialist [email protected] 4022610123 x111

Page 1 of 3

VENDORS Fall 2018


Mark Daniels Info-Pro Lender ServicesSVP of Sales, Marketing, and Account

[email protected] 8883930393

Steve Paradine Integrated Legacy Solutions Regional Sales Director [email protected] 260-413-9573

Mark Blankespoor Journey Technology Solutions Partner [email protected] 605-370-7301

Arden Sustad Journey Technology Solutions Partner [email protected] 605-306-5557

Robert Wettergren Laru Technologies Business Development Director [email protected] 817-933-2703

Mitch White Laru Technologies Sales Director [email protected] 9164732118

Benjamin Johnson LSI Regional Vice President [email protected] 720.588.3274

Kevin Flanagan Micronotes Director of Marketing [email protected] 857-302-0731

Devon Kinkead Micronotes CEO and Founder [email protected] 508-878-8513

Robert Lane NBS District Sales Manager [email protected] 412-498-8454

Emily Schmidt NBS Sales Manager [email protected] 412-498-8454

Cole Anderson Peak Consulting LLC EVP - Loan Consulting Director [email protected] 402-266-1440

Robert Fischer Peak Consulting LLC Deposit Consulting LLC [email protected] 3083257104

Christine Mollhoff Peak Consulting LLC Deposit Consulting Director [email protected] 402-432-7480

Brent Reynolds Peak Consulting LLC President [email protected] 4024404649

Gene Morra PrintMail Solutions Director of Marketing & Lead Generation [email protected] 215.860.4250 ext. 116

Courtney Young Printmail Solutions Marketing Administrator [email protected] 215-631-8999 ext 115

Andi Tonietti Q2 [email protected]

Cynthia Traynor Q2 Solutions Consulting [email protected] 512-697-3270

Page 2 of 3

VENDORS Fall 2018


Nick Van Sistine Q2 [email protected]

Kraig Nellis Quest AnalyticsSenior Sales & Relationship Mgmt.

[email protected] 412-738-6565

Ruth Razook RLR Management Consulting, Inc. Founder/CEO [email protected] 760-200-4800

Paul Richardson RLR Management Consulting, Inc. Senior Consultant [email protected] 612-770-6943

Joshua Higgins SMA Solutions Senior Solutions Specialist [email protected] 281-312-6630

Cindy King SMA Solutions Senior Sales Executive [email protected] 281-312-6661

Lacey Myrick SMA Solutions Senior Marketing Manager [email protected] 281-312-6628

Malinda Tyrrell SMA Solutions Senior Sales Executive [email protected] 281-312-6667

Tim Bode Stratis Technologies, Inc. President [email protected] 800-581-1511

Julia Hernandez The CorePoint Chief Operating Officer [email protected] 402.699.8074

Stephen Buschner UniLink Inc. Sales Manager [email protected] 585-248-2980

Liz Carroll vCom Director of Business Development [email protected] 503-894-2162

Page 3 of 3

sunday september 23, 2018 - wild apricot...page 1 of 4 9/18/2018 sunday – september 23, 2018 time...

Documents