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

Registration

Pre-function Northeast
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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1:00 PM - 7:00 PM CDT

Solutions Showcase

Symphony Ballroom D-F
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

Leveraging the Compliance Tools in Your Baker Hill Solution

Doug Johnson Holston 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 and those on the horizon.


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 World?

Mike Horrocks Will Parsons Harpeth 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 Emory Optimizing Your Lending Process

What does CRM mean to you? Hear about current obstacles and best practices. In addition, the Director of Business Banking at ESL Federal Credit Union will talk about their CRM journey and what their ideal future state will look like. Learn how NextGen can fit into your CRM plans.

Show details Hide details

Participations: The What/Why/How

Didi Frohardt Lindsay Wagner Holston Optimizing Your Portfolio

The A-Zs of participations—from buying and selling to all things participation in between. Join us to discuss topics of increasing your loan portfolio through participations, the risks of participations, servicing of participations, and all other things participations.


Show details Hide details

Consumer and Small Business Lending in a Digital Future

Tony Hueston Harpeth 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

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

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

Now Is the Time to Move to SBSS 7

Doug Johnson David K. Smith Holston Optimizing Your Customer Experience

This session will focus on educating the audience on the advantages of the FICO SBSS 7 score and how it out performs the SBSS 6 scoring model. The session will provide several migration options to effectively move to SBSS 7.


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 Creatively Communicate with Clients

Harry Steele Blaine Zimmerman Harpeth Optimizing Your Lending Process

Are you effectively leveraging your CRM to communicate with your prospects and clients? Come learn how FNB has used creative ways to use Advisor modules to enhance the system’s CRM functionality, and how that translates into NextGen.

Show details Hide details

CECL Is Either Working for You or You Are Working for CECL

Rob Foreman Mike Horrocks 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

Achieving Material Yet Efficient Deposit Growth through Analytics and Marketing

Tim Keith Holston Optimizing Your Customer Experience

As rates have risen, the competition for 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
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

Partnering with Validis to Make Automated Statement Spreading’s Future State Today’s Reality

Mike Horrocks David McArdle Emory Optimizing Your Lending Process

In this session, you will learn about how Baker Hill and Validis are working together to streamline the commercial lending process by automating the financial statement process.


Show details Hide details

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

Tony Hueston Harpeth 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 Emory 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 Harpeth 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

Regulatory and Political Overview: What has changed and what is on the Horizon for the remainder of 2019?

Chris Appie Holston Optimizing Your Customer Experience

The Trump administration has taken a decidedly less aggressive view regarding enforcement and rulemaking of federal financial laws. What is likely to happen with federal regulations and enforcement? Are the states picking up the slack? This session will provide a review of recent changes in the political and regulatory environment and touch on what is on the horizon of the remainder of 2019 and beyond from a regulatory and compliance perspective.


Show details Hide details
11:30 AM - 12:00 PM CDT

Custom Reporting and Correspondence Training Spotlight

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


Show details Hide details

Lending in Baker Hill NextGen® Training Spotlight

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

Harpeth

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

Emory

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 Holston 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 Harpeth 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
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
1:00 PM - 7:00 PM CDT

Solutions Showcase

Symphony Ballroom D-F
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

Leveraging the Compliance Tools in Your Baker Hill Solution

Doug Johnson Holston 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 and those on the horizon.


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 World?

Mike Horrocks Will Parsons Harpeth 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 Emory Optimizing Your Lending Process

What does CRM mean to you? Hear about current obstacles and best practices. In addition, the Director of Business Banking at ESL Federal Credit Union will talk about their CRM journey and what their ideal future state will look like. Learn how NextGen can fit into your CRM plans.

Show details Hide details

Participations: The What/Why/How

Didi Frohardt Lindsay Wagner Holston Optimizing Your Portfolio

The A-Zs of participations—from buying and selling to all things participation in between. Join us to discuss topics of increasing your loan portfolio through participations, the risks of participations, servicing of participations, and all other things participations.


Show details Hide details

Consumer and Small Business Lending in a Digital Future

Tony Hueston Harpeth 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

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

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

Now Is the Time to Move to SBSS 7

Doug Johnson David K. Smith Holston Optimizing Your Customer Experience

This session will focus on educating the audience on the advantages of the FICO SBSS 7 score and how it out performs the SBSS 6 scoring model. The session will provide several migration options to effectively move to SBSS 7.


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 Creatively Communicate with Clients

Harry Steele Blaine Zimmerman Harpeth Optimizing Your Lending Process

Are you effectively leveraging your CRM to communicate with your prospects and clients? Come learn how FNB has used creative ways to use Advisor modules to enhance the system’s CRM functionality, and how that translates into NextGen.

Show details Hide details

CECL Is Either Working for You or You Are Working for CECL

Rob Foreman Mike Horrocks 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

Achieving Material Yet Efficient Deposit Growth through Analytics and Marketing

Tim Keith Holston Optimizing Your Customer Experience

As rates have risen, the competition for 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
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

Partnering with Validis to Make Automated Statement Spreading’s Future State Today’s Reality

Mike Horrocks David McArdle Emory Optimizing Your Lending Process

In this session, you will learn about how Baker Hill and Validis are working together to streamline the commercial lending process by automating the financial statement process.


Show details Hide details

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

Tony Hueston Harpeth 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 Emory 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 Harpeth 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

Regulatory and Political Overview: What has changed and what is on the Horizon for the remainder of 2019?

Chris Appie Holston Optimizing Your Customer Experience

The Trump administration has taken a decidedly less aggressive view regarding enforcement and rulemaking of federal financial laws. What is likely to happen with federal regulations and enforcement? Are the states picking up the slack? This session will provide a review of recent changes in the political and regulatory environment and touch on what is on the horizon of the remainder of 2019 and beyond from a regulatory and compliance perspective.


Show details Hide details
11:30 AM - 12:00 PM CDT

Custom Reporting and Correspondence Training Spotlight

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


Show details Hide details

Lending in Baker Hill NextGen® Training Spotlight

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

Harpeth

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

Emory

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 Holston 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 Harpeth 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