Sunday, April 28, 2019
11:00 AM - 4:00 PM CDT

Registration

Pre-function Northeast
12:00 PM - 7:00 PM CDT

Solutions Showcase

Symphony Ballroom D-F
1:00 PM - 4:00 PM CDT

User Group Meeting

Symphony Ballroom A-C

This meeting will now include the quick connection roundtables where you can discuss with your peers their use of Baker Hill products and find out how to better leverage the product. 

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5:00 PM - 7:00 PM CDT

Welcome Reception

Symphony Ballroom D-F

Refreshments and light hor d'oeuvres will be served.

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Monday, April 29, 2019
7:00 AM - 8:00 AM CDT

Breakfast

Symphony Ballroom D-F
8:00 AM - 9:15 AM CDT

General Session

JP Nicols Symphony Ballroom A-C
9:30 AM - 10:15 AM CDT

Relationship Profitability is Back!

John Robertson Harpeth Optimizing Your Lending Process

When economic cycles take a directional turn, some products become more valuable to a financial institution. We will discuss relationship profitability when pricing a new opportunity and how deposits have become more valuable than they have been in the past.

Show details Hide details

Is Your Loan Portfolio Ready for Tomorrow?

Stephanie Butler Angela Eikenbary Emory Optimizing Your Portfolio

We have been in a season of good times - a strong economy, low unemployment and high consumer confidence. Lending has been easy and delinquencies low. But there are clouds on the horizon, and we need to be prepared. Join us as we discuss the basics of proactive portfolio management and why you need to prepare now for tomorrow.

Show details Hide details

What's Next for Baker Hill NextGen® in a Fintech Driven Industry?

Mike Horrocks Holston Optimizing Your Customer Experience

The rate of innovation has never been faster than it is now. In this session, we will discuss the top trends in fintech and how those trends will impact, for the better, the Baker Hill NextGen® solution. We will have a discussion on opportunities for change and how to manage the risk and pending uncertainty that comes with the future of banking.

Show details Hide details
10:45 AM - 11:30 AM CDT

CRM is a verb, not always a noun

Keith Cleary Sabrina Robbins Harpeth Optimizing Your Lending Process

What does CRM mean to you? Hear about current state best practices and tools used, as well as future state gaps by the Director of Business Banking at ESL Federal Credit Union. Learn how NextGen can fit into your CRM plans.

Show details Hide details

The What/Why/How of Participation Lending

Didi Frohardt Emory Optimizing Your Portfolio

The A-Z's of participations - from buying and selling and all things participation in between. Join the panel discussion from topics of increasing your loan portfolio through participations, the risks of participations, servicing of participations and all other things participations. This will mainly be a Q&A session with the panelists sharing their experiences with participations.

Show details Hide details

Leading Small Business Banking Into a Digital Future

Tony Hueston Holston Optimizing Your Customer Experience

Learn from the experiences and successes shared by a panel of executives from leading banks as they reflect on the challenge of transformation and answer questions like :

What role will your bank play in a client’s business in the future?
Which new technologies are most exciting and how do you place your innovation bets?
How do you attract talent for tomorrow and build a dynamic culture?

Expect a robust discussion that will shed light on the future of small business banking.

Show details Hide details
11:45 AM - 12:30 PM CDT

Leveraging the Compliance Tools in Your Baker Hill Solution

Doug Johnson Harpeth Optimizing Your Lending Process

This session will focus on the compliance tools available in our Baker Hill products. We are one year into HMDA 2018 and yet this continues to be one of the most discussed regulations. Hear from our compliance and product experts how to leverage these tools and the tips and tricks we hear from our clients. It does not stop there - this session will include other regulatory hot topics here now and those on the horizon.

Show details Hide details

Why Knowing Profitability is The Key to Success at Your Institution

Jeff Dwornicki Scott Sills Emory Optimizing Your Portfolio

Most financial institutions don’t understand that the majority of their relationships are not profitable. This results in poor strategic planning especially when dealing with issues with the balance sheet. Senior Management has to understand and deal with different types of risk, along with income statement stagnation in these times of rising interest rates.

Show details Hide details

Achieving Material Yet Efficient Deposit Growth Through Analytics and Marketing

Tim Keith Holston Optimizing Your Customer Experience

As rates have risen, the competition deposit funding has become intense. As margins expand, the real financial gap between effective and ineffective deposit gathering is becoming increasingly significant. This session will discuss how analytics and marketing can integrate three key components of strategy: deposit volume goals, retention management and repricing risk to produce greater overall NII.

Show details Hide details
12:30 PM - 1:30 PM CDT

Lunch

Symphony Ballroom D-F
1:00 PM - 4:00 PM CDT

Nashville BBQ Pit Stops

2:00 PM - 5:00 PM CDT

TopGolf

TopGolf Nashville

Country Music Hall of Fame

Country Music Hall of Fame

Nashville Breweries Tour

Nashville BBQ Pit Stops Tour

6:00 PM - 11:00 PM CDT

Reception & Dinner

Wildhorse Saloon
Tuesday, April 30, 2019
7:00 AM - 8:00 AM CDT

Breakfast

Symphony Ballroom D-F
8:00 AM - 8:45 AM CDT

Using Your CRM to Communicate Better With Your Clients

Blaine Zimmerman Harpeth Optimizing Your Lending Process

Join Blaine and Harry as they discuss the Customer Compliant Portal and Internal Referral Portal and walk through First National Bank's use of Baker Hill NextGen.

Show details Hide details

Baker Hill NextGen® CECL

Rob Foreman Emory Optimizing Your Portfolio

FASB's new CECL standard imposes numerous expectations on financial institutions. Addressing the intent of FASB's CECL standard enables financial institutions to realize increased financial profitability, improved portfolio risk management, and more refined loan processes such as origination, underwriting, and monitoring. Are you prepared to reap the benefits of leveraging CECL throughout your organization?

Show details Hide details

Breakout Session TBA

Holston Optimizing Your Customer Experience
8:50 AM - 9:20 AM CDT

Business Rules & Decision Tables Training Spotlight

Emory

Learn how NextGen handles policies and tasks through business rules.

Show details Hide details

Custom Industry Templates & Statement Spreading Training Spotlight

Learn how things have evolved in Baker Hill spreading solutions.

Show details Hide details
9:25 AM - 10:10 AM CDT

Breakout Session TBA

Harpeth Optimizing Your Lending Process

How an SBA Loan Guarantee can Strengthen Your Loan Portfolio and Market Presence

Tony Hueston Emory Optimizing Your Portfolio

Obtaining an SBA guarantee does not make a bad loan good. Rather, it makes a good loan bankable!!! By using a Small Business Administration loan guarantee, your market presence can increase while mitigating risk. The focus will be on best practices and case examples.

Show details Hide details

Assimilating an Acquired Institution Into Your Bank2Consumer Implementation

Doug Johnson Chris Tietz Holston Optimizing Your Customer Experience

This session is a case study of one institution's experiences in bringing the successful consumer lending operations of an acquired institution into their existing Baker Hill Bank2Consumer implementation. Hear about how this client formed their execution and operational strategies, lessons learned and the final outcome.

Show details Hide details
10:40 AM - 11:25 AM CDT

Bankers versus Bots

Mike Horrocks Harpeth Optimizing Your Lending Process

AI, Bots, and Automation are dominating the headlines when it comes to efficiency gains in banking, but should they? What about decades of banking experience when it comes to the hard credit decisions - should that not be included in the analysis? In this session we will uncover areas in the commercial and small business lending workflow where bots and bankers battle it out. We will uncover who wins, how they won, and what should be the right balance.

Show details Hide details

Tracking Simplified With Baker Hill Checklists

Sabrina Robbins Emory Optimizing Your Portfolio

Leave your preconceived notions of checklists at the door, and learn how Baker Hill's Checklist functionality can make your financial institution's tracking process more efficient.

Show details Hide details

Breakout Session TBA

Holston Optimizing Your Customer Experience
11:30 AM - 12:00 PM CDT

Custom Reporting Documentation Training Spotlight

What’s the difference between Query Builder, Web Intelligence, and AutoTag? Learn here!

Show details Hide details

Lending in Baker Hill NextGen®

Learn more about the lending process page in Baker Hill NextGen® and the stages and tasks involved.

Show details Hide details
12:05 PM - 1:35 PM CDT

Lunch & General Session

Symphony Ballroom A-C
1:40 PM - 2:20 PM CDT

Ask the Expert - Implementation & Best Practices

Emory

Have questions regarding implementation and best practices of Baker Hill solutions? Here's your chance to get answers.

Show details Hide details

Ask the Expert - Technology & Functionality

Holston

Have questions regarding technology and functionality of Baker Hill solutions? Here's your chance to get answers.

Show details Hide details
2:25 PM - 3:10 PM CDT

Pricing and How CECL Affects It

Rob Foreman John Robertson Harpeth Optimizing Your Lending Process

Most financial institutions continue to function in a siloed fashion when it comes to pricing and profitability. With the introduction of CECL, a financial institution's pricing will be immediately influenced by this new standard. In this session, discover what that impact might be.

Show details Hide details

Changing Culture: From Prehistoric to Cyber Age

Stephanie Butler Emory Optimizing Your Portfolio

Change is hard. Change for a financial institution is harder! How do we move the culture from "it has always worked this way" to "technology is providing more efficient, cost effective and better informed processes?" Join with us as we discuss the strategy of culture change and how Marquette Bank is tackling this challenge.

Show details Hide details

Velocity in Small Business - Auto Decisioning

David K. Smith Holston Optimizing Your Customer Experience

This session will highlight industry best practices around the use of automated decisioning best practices and success stories of banks and credit unions that have been able to leverage this functionality to increase efficiency in small business and consumer work flows. While automated decisioning may not be a strategic initiative for all financial institutions, we will discuss cultural and credit appetite barriers that are necessary to overcome. We will outline a step-by-step process that will position your small business and/or consumer lending teams to drive velocity, enhance the client experience, and approach automated decisioning in a responsible and credit-centric way.

Show details Hide details
3:15 PM - 4:00 PM CDT

Closing Session

Symphony Ballroom A-C
11:00 AM - 4:00 PM CDT

Registration

Pre-function Northeast
12:00 PM - 7:00 PM CDT

Solutions Showcase

Symphony Ballroom D-F
1:00 PM - 4:00 PM CDT

User Group Meeting

Symphony Ballroom A-C

This meeting will now include the quick connection roundtables where you can discuss with your peers their use of Baker Hill products and find out how to better leverage the product. 

Show details Hide details
5:00 PM - 7:00 PM CDT

Welcome Reception

Symphony Ballroom D-F

Refreshments and light hor d'oeuvres will be served.

Show details Hide details
7:00 AM - 8:00 AM CDT

Breakfast

Symphony Ballroom D-F
8:00 AM - 9:15 AM CDT

General Session

JP Nicols Symphony Ballroom A-C
9:30 AM - 10:15 AM CDT

Relationship Profitability is Back!

John Robertson Harpeth Optimizing Your Lending Process

When economic cycles take a directional turn, some products become more valuable to a financial institution. We will discuss relationship profitability when pricing a new opportunity and how deposits have become more valuable than they have been in the past.

Show details Hide details

Is Your Loan Portfolio Ready for Tomorrow?

Stephanie Butler Angela Eikenbary Emory Optimizing Your Portfolio

We have been in a season of good times - a strong economy, low unemployment and high consumer confidence. Lending has been easy and delinquencies low. But there are clouds on the horizon, and we need to be prepared. Join us as we discuss the basics of proactive portfolio management and why you need to prepare now for tomorrow.

Show details Hide details

What's Next for Baker Hill NextGen® in a Fintech Driven Industry?

Mike Horrocks Holston Optimizing Your Customer Experience

The rate of innovation has never been faster than it is now. In this session, we will discuss the top trends in fintech and how those trends will impact, for the better, the Baker Hill NextGen® solution. We will have a discussion on opportunities for change and how to manage the risk and pending uncertainty that comes with the future of banking.

Show details Hide details
10:45 AM - 11:30 AM CDT

CRM is a verb, not always a noun

Keith Cleary Sabrina Robbins Harpeth Optimizing Your Lending Process

What does CRM mean to you? Hear about current state best practices and tools used, as well as future state gaps by the Director of Business Banking at ESL Federal Credit Union. Learn how NextGen can fit into your CRM plans.

Show details Hide details

The What/Why/How of Participation Lending

Didi Frohardt Emory Optimizing Your Portfolio

The A-Z's of participations - from buying and selling and all things participation in between. Join the panel discussion from topics of increasing your loan portfolio through participations, the risks of participations, servicing of participations and all other things participations. This will mainly be a Q&A session with the panelists sharing their experiences with participations.

Show details Hide details

Leading Small Business Banking Into a Digital Future

Tony Hueston Holston Optimizing Your Customer Experience

Learn from the experiences and successes shared by a panel of executives from leading banks as they reflect on the challenge of transformation and answer questions like :

What role will your bank play in a client’s business in the future?
Which new technologies are most exciting and how do you place your innovation bets?
How do you attract talent for tomorrow and build a dynamic culture?

Expect a robust discussion that will shed light on the future of small business banking.

Show details Hide details
11:45 AM - 12:30 PM CDT

Leveraging the Compliance Tools in Your Baker Hill Solution

Doug Johnson Harpeth Optimizing Your Lending Process

This session will focus on the compliance tools available in our Baker Hill products. We are one year into HMDA 2018 and yet this continues to be one of the most discussed regulations. Hear from our compliance and product experts how to leverage these tools and the tips and tricks we hear from our clients. It does not stop there - this session will include other regulatory hot topics here now and those on the horizon.

Show details Hide details

Why Knowing Profitability is The Key to Success at Your Institution

Jeff Dwornicki Scott Sills Emory Optimizing Your Portfolio

Most financial institutions don’t understand that the majority of their relationships are not profitable. This results in poor strategic planning especially when dealing with issues with the balance sheet. Senior Management has to understand and deal with different types of risk, along with income statement stagnation in these times of rising interest rates.

Show details Hide details

Achieving Material Yet Efficient Deposit Growth Through Analytics and Marketing

Tim Keith Holston Optimizing Your Customer Experience

As rates have risen, the competition deposit funding has become intense. As margins expand, the real financial gap between effective and ineffective deposit gathering is becoming increasingly significant. This session will discuss how analytics and marketing can integrate three key components of strategy: deposit volume goals, retention management and repricing risk to produce greater overall NII.

Show details Hide details
12:30 PM - 1:30 PM CDT

Lunch

Symphony Ballroom D-F
1:00 PM - 4:00 PM CDT

Nashville BBQ Pit Stops

2:00 PM - 5:00 PM CDT

TopGolf

TopGolf Nashville

Country Music Hall of Fame

Country Music Hall of Fame

Nashville Breweries Tour

Nashville BBQ Pit Stops Tour

6:00 PM - 11:00 PM CDT

Reception & Dinner

Wildhorse Saloon
7:00 AM - 8:00 AM CDT

Breakfast

Symphony Ballroom D-F
8:00 AM - 8:45 AM CDT

Using Your CRM to Communicate Better With Your Clients

Blaine Zimmerman Harpeth Optimizing Your Lending Process

Join Blaine and Harry as they discuss the Customer Compliant Portal and Internal Referral Portal and walk through First National Bank's use of Baker Hill NextGen.

Show details Hide details

Baker Hill NextGen® CECL

Rob Foreman Emory Optimizing Your Portfolio

FASB's new CECL standard imposes numerous expectations on financial institutions. Addressing the intent of FASB's CECL standard enables financial institutions to realize increased financial profitability, improved portfolio risk management, and more refined loan processes such as origination, underwriting, and monitoring. Are you prepared to reap the benefits of leveraging CECL throughout your organization?

Show details Hide details

Breakout Session TBA

Holston Optimizing Your Customer Experience
8:50 AM - 9:20 AM CDT

Business Rules & Decision Tables Training Spotlight

Emory

Learn how NextGen handles policies and tasks through business rules.

Show details Hide details

Custom Industry Templates & Statement Spreading Training Spotlight

Learn how things have evolved in Baker Hill spreading solutions.

Show details Hide details
9:25 AM - 10:10 AM CDT

Breakout Session TBA

Harpeth Optimizing Your Lending Process

How an SBA Loan Guarantee can Strengthen Your Loan Portfolio and Market Presence

Tony Hueston Emory Optimizing Your Portfolio

Obtaining an SBA guarantee does not make a bad loan good. Rather, it makes a good loan bankable!!! By using a Small Business Administration loan guarantee, your market presence can increase while mitigating risk. The focus will be on best practices and case examples.

Show details Hide details

Assimilating an Acquired Institution Into Your Bank2Consumer Implementation

Doug Johnson Chris Tietz Holston Optimizing Your Customer Experience

This session is a case study of one institution's experiences in bringing the successful consumer lending operations of an acquired institution into their existing Baker Hill Bank2Consumer implementation. Hear about how this client formed their execution and operational strategies, lessons learned and the final outcome.

Show details Hide details
10:40 AM - 11:25 AM CDT

Bankers versus Bots

Mike Horrocks Harpeth Optimizing Your Lending Process

AI, Bots, and Automation are dominating the headlines when it comes to efficiency gains in banking, but should they? What about decades of banking experience when it comes to the hard credit decisions - should that not be included in the analysis? In this session we will uncover areas in the commercial and small business lending workflow where bots and bankers battle it out. We will uncover who wins, how they won, and what should be the right balance.

Show details Hide details

Tracking Simplified With Baker Hill Checklists

Sabrina Robbins Emory Optimizing Your Portfolio

Leave your preconceived notions of checklists at the door, and learn how Baker Hill's Checklist functionality can make your financial institution's tracking process more efficient.

Show details Hide details

Breakout Session TBA

Holston Optimizing Your Customer Experience
11:30 AM - 12:00 PM CDT

Custom Reporting Documentation Training Spotlight

What’s the difference between Query Builder, Web Intelligence, and AutoTag? Learn here!

Show details Hide details

Lending in Baker Hill NextGen®

Learn more about the lending process page in Baker Hill NextGen® and the stages and tasks involved.

Show details Hide details
12:05 PM - 1:35 PM CDT

Lunch & General Session

Symphony Ballroom A-C
1:40 PM - 2:20 PM CDT

Ask the Expert - Implementation & Best Practices

Emory

Have questions regarding implementation and best practices of Baker Hill solutions? Here's your chance to get answers.

Show details Hide details

Ask the Expert - Technology & Functionality

Holston

Have questions regarding technology and functionality of Baker Hill solutions? Here's your chance to get answers.

Show details Hide details
2:25 PM - 3:10 PM CDT

Pricing and How CECL Affects It

Rob Foreman John Robertson Harpeth Optimizing Your Lending Process

Most financial institutions continue to function in a siloed fashion when it comes to pricing and profitability. With the introduction of CECL, a financial institution's pricing will be immediately influenced by this new standard. In this session, discover what that impact might be.

Show details Hide details

Changing Culture: From Prehistoric to Cyber Age

Stephanie Butler Emory Optimizing Your Portfolio

Change is hard. Change for a financial institution is harder! How do we move the culture from "it has always worked this way" to "technology is providing more efficient, cost effective and better informed processes?" Join with us as we discuss the strategy of culture change and how Marquette Bank is tackling this challenge.

Show details Hide details

Velocity in Small Business - Auto Decisioning

David K. Smith Holston Optimizing Your Customer Experience

This session will highlight industry best practices around the use of automated decisioning best practices and success stories of banks and credit unions that have been able to leverage this functionality to increase efficiency in small business and consumer work flows. While automated decisioning may not be a strategic initiative for all financial institutions, we will discuss cultural and credit appetite barriers that are necessary to overcome. We will outline a step-by-step process that will position your small business and/or consumer lending teams to drive velocity, enhance the client experience, and approach automated decisioning in a responsible and credit-centric way.

Show details Hide details
3:15 PM - 4:00 PM CDT

Closing Session

Symphony Ballroom A-C