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SNL Banker User Conference
May 7 - 8
New Orleans, LA
Sheraton New Orleans Hotel
Data, Insight, Action Join fellow SNL Banker users for this annual two-day, information-packed forum. Come share ideas, success stories, and real-world strategies for deploying and utilizing the SNL Banker solution to maximize performance at your institution.
In the past years, our conference has focused on the development, implementation, and execution of a data strategy for your organization. As we have watched some of the most successful SNL Banker customers we have noticed that they all translate their data into some unique insight which, in turn, propels them to take action. It takes this propensity to take action, wrapped around a data strategy, to truly deliver value.
The theme of this year’s conference is Data, Insight, Action. The speakers and panels will focus on topics that can help lead you and your team to take action. This annual conference has focused on the development, implementation, and execution of a data strategy for your organization. Throughout the years, we have watched some of the most successful SNL Banker customers take those strategies and translate their data into some unique insight which, in turn, propels them to take action. We believe that a data strategy alone is not enough to propel your bank into the future. It must be partnered with a desire to do something with the insight uncovered in your data. Join us in New Orleans and walk away with strategies to help you take the next step.
Drive your business with SNL Banker The business track is ideal for executive or business sponsors looking to kickstart their implementation and adoption of the SNL Banker solution, as well as those more seasoned SNL Banker implementations looking to take the next steps on the data journey. Through peer presentations, SME workshops, and real-world insights, you and your peers will gain knowledge on how to challenge established operating principles through process and technology change.
Behind the user interface Join fellow IT professionals in the technology track and participate in a series of hands-on workshops lead by members of the SNL Banker implementation team. The workshops will focus on a variety of technology topics including MDX creation, custom SQL reports, and view creation/management.
Explore the Cloud Our Cloud track is purpose build for our smaller bank customers who are dedicated to data-driven strategies. Through these dedicated sessions, you’ll learn skills to gain greater visibility into daily performance, automate reporting, promote informed, data-driven decisions across your bank and help your team improve performance.
“The SNL Banker Conference to me is a no-brainer, when you come to the conference you are able to talk to different people, see different presentations and how other banks are using the product. You come back with a fresh attitude and are able to use what other people are doing to enhance what you have been doing at your bank.” K.L., Accounting Manager
Setting up Business Intelligence as a program across any organization requires establishing firm expectations up front to all stakeholders and providing systems of support & accountability to ensure success. This session will focus on how SNL Banker clients are currently using BI to define and measure operational excellence and showcase real-life systems of accountability and support.
The Data-Driven Marketing Department
Marketing departments across small financial institutions have been ranked as one of the least “future-ready” departments in a variety of industry-wide studies. This is problematic due to the significant need to capture new business from millennials and innovate existing marketing tactics. Hear from Lisa Grimmer, Customer Success Manager and former marketing VP on how to guide traditional marketing departments towards being more data-driven.
The state of BI and SNL Banker
Real example of driving value through data
Business Track: Usage is symbiotic
Simply training users on software procedures is not enough, the focus should start and always remain on getting your people doing the right things, in the right places, at the right time. This requires a coordinated set of maneuvers within your organization to create change. Learn how successful SNL Banker clients have leveraged the Advisor team as change agents (not order-takers) to achieve success.
IT Track: Best Practices in DW design
Business Track: Data Visualizations in SNL Banker - A Showcase.
There are many, many different examples of charts to use in any application - which one is best? This session will cover best practices for converting SNL Banker reports into meaningful visuals that increase business insights and save time.
IT Track: The Journey to Becoming a Citizen Data Scientist
As the world adapts to a data driven culture, many small-mid size organizations struggle to acquire the talent needed to stay competitive. New roles, such as the data scientist, will need to be grown internally. This session will cover a roadmap on how to grow the data science competency within your organization.
Business Track: Building your data story - A tale of 3 dashboards
Creating visualizations that tell a data story is a skill that all BI professionals must have. However, it's not all about fancy graphics; professionals must think like designers because form always allows function. This session will cover best practices and processes for building and/or augmenting dashboards with SNL Banker charts to produce a data story.
IT Track: Adopting an Agile BI Development Processes
Implementing business intelligence successfully requires organization and attention to-detail. Most often, success or failure can be determined by how well the various individual dashboard and data projects are being managed. Hear from an experienced SNL Banker project manager on how to avoid pitfalls by staying agile.
Business Track: Encouraging adoption with Required Drivers
Releasing SNL Banker across an organization through training alone does not guarantee success. Encouraging long-term behavior change through any software requires systematic processes that reinforce, monitor, encourage, and reward performance of critical behaviors. In this session, we'll review how successful SNL Banker clients are using effective communication tactics to increase platform adoption.
IT Track: Facilitating the requirements conversation
Have you ever spent thousands of dollars on a dashboard project only to realize (6 months later) that the metrics are no longer relevant? This is a scenario BI development teams often face due to inefficient communications with business stakeholders. Learn the essentials questions you need to ask to translate business needs into data requirements and set realistic expectations with business leaders.
With the financial industry focusing on easy-to-use apps and seamless customer experiences, innovative methods must be used to capture and measure the experience. This innovation is two fold: 1. Getting your customer data squared away 2. Building a dashboard that captures and measures the customer's true experience. Hear from a Ryan Brady, lead BI developer, on best practices in integrating CRM data into a data warehouse and Lisa Grimmer on the best in practice customer experience (CX) dashboard.
Best Practices in CRM integration
Learn how a client took ownership of their own development and integrated their CRM and pipeline data into the application. From actual development to capturing the data story of time saved per officer, you'll get the real talk from a client and advocate.
Take Charge of Your BI Development – You Can Do It.
The demand for timely and accurate dashboards has increased. To keep up with the demand, many SNL Banker clients are developing internal competences around data warehouse engineering to make the development process quicker. Learn how successful SNL Banker clients have taken responsibility of their own data warehouse and the competitive advantage it creates.
Improve Report Performance
Performance Scorecard Review
Performance scorecards are frequently used across most SNL Banker clients and can be extremely powerful when implemented properly. This session will cover a client review of performance scorecards other reports that are currently driving performance across multiple SNL Banker clients.
Release Management from the CFO Perspective and How to Make is Successful
Product Team Presentations
Closing Remarks and Boxed Lunch
Additional speaker information will be available soon
John Waupsh leads the team that architects the company’s ever-evolving product offerings. Innovations under John’s leadership have earned Kasasa® four Finovate “Best in Show” titles, recognition in Fast Company’s “10 Most Innovative Companies in Finance,” and standing in the FinTech Top 100. His book, Bankruption: How Community Banking Can Survive Fintech, was published by Wiley and is available on Amazon. Minimize
Your registration includes all conference materials, continental breakfast and lunch both days.
Until December 31, 2018 Price:
January 1-February 28 Price:
March 1-May 7 Price:
Accommodations:Registration does not include the cost of a hotel room.
We have negotiated rates at the Sheraton Hotel New Orleans starting at $199 per night, excluding taxes and fees. This rate is available through April 15, 2019. Upon registering for the conference, you will receive a link to book your room online.
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. Attendee substitutions from the same company may be made at any time.
In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.
The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation.
In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.
Participant Release:Registrant, as an individual person attending the Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.
We have negotiated rates at the Sheraton Hotel New Orleans starting at $199 per night, excluding taxes and fees. This rate is available through April 15, 2019.
Please call the hotel at 504-525-2500 and mention the SNL Banker User Conference. The group block rate can be applied to up to three nights following the conference, based on availability at the hotel.
Designed specifically for community banks, SNL Banker is a streamlined solution for internal bank reporting, providing a single source for analyzing the data critical to our clients. SNL Banker helps banks understand drivers, trends, and risks across the enterprise, with a focus on finance, credit & risk, sales & marketing, and operations, on a real-time basis to make data-driven decisions.
SNL Banker is a separate product offering that augments the capabilities of the Market Intelligence Platform. SNL Banker is a comprehensive reporting and analysis solution, installed on premise at your bank, that integrates with all of your internal systems, turning vast amounts of unconnected data into actionable information.
The intuitive and customizable dashboards, updated daily, put critical information in the hands of decision-makers at all levels of the bank, allowing you to understand underlying causes by quickly drilling into the details. You'll also reduce the time needed to find answers by understanding variances in numbers down to individual accounts and customers.
SNL Banker is a solution for your entire bank enterprise. By taking advantage of dashboard customization and granular data security, SNL Banker can be utilized by executives, line of business and branch leaders.
Your registration fee includes lunch and dinner on Day One, plus continental breakfast and refreshment breaks both days.
Alex, please download the S&P Networking App
The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :
Advance access to the attendee list
Live agenda updates and networking activities
Immediate access to speaker presentations
Essesntial, real-time event details and notifications
Upload a profile photo, set up a meeting, amd more
* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available.
Additionally speaker presentations for this event are only available for download from the networking mobile app and web link