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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
Predicting changes in customer and member behavior
The S&P Global Market Intelligence Data Science team will demonstrate our latest predictive analytics model which helps organizations be proactive in retaining at-risk customers.
Trail blazers tips to maximize the value of software
Many clients do not have a CRM tool, but they most likely know that they will need one, yet many do not know where to begin. From start to finish, fellow SNL Banker clients will share experiences related to their purchase decision and implementation of CRM within their organizations.
Measuring member and customer engagement
Understanding our members and customers is becoming table stakes within the industry. Learn from a fellow client how they aligned their organization's strategic priorities to implement new member engagement metrics and track them within the organization.
Heartland Financial - Workday Integration
Heartland Financial integrated data from their Workday solution and is now using a Workday-specific dashboard as a reference for employees and as an impetus for staffing decisions.
IT Track: Improving job load time
Learn how to break down the job times to visualize how long each piece of the data is taking to load. Apply strategies for speeding up the job and identifying problem areas.
Business Track: Claritas P$YCLE Presentation
Claritas is making changes to their P$CYLE segmentation model. The Claritas team will review what these changes mean for your organization and how you can use this data to better engage customers.
Cloud Track: Organizational Integration of Analytics
IT Track: Advanced SQL Tools and concepts
Identify and implement advanced SQL Tools to troubleshoot and performance tune: Profiler, Schema Compare, Execution Plans, querying sys tables
Business Track: Householding: Who, what, where, why, and when?
Housholding within SNL Banker offers significant value. Understand how you can use this data to identify how to track growth (organic or targeted) for marketing campaigns, and prevent targeting the wrong clients.
Cloud Track: Value of SNL Banker during an acquisition
IT Track: SSIS - Overview
Learn how to create a simple dataflow in SSIS, including some common transformations and how to troubleshoot errors.
Business Track: Integrating pipeline loan data in SNL Banker
Integrating pipeline loan data provides a more complete view of loan activity within the organization. Benefits range from the ability to assess origination activity across numerous markets, all the way down to officer level productivity and tracking against year end goals. Recognize how the data is integrated and how it can be leveraged.
Cloud Track: SNL Banker Cloud: For your lending team?
IT Track: Custom reporting using stored procedures
Walk through how (and why) we can use SQL injection to use stored procedures for custom reporting instead of writing the SQL within the report builder.
Business Track: Loan portfolio concentration reporting
Create a report to scorecard loan concentration, including reporting techniques such as utilizing column colors and MDX.
Cloud Track Hidden value in SNL Banker Cloud
Keynote: Of Ants & Digital Giants - Today's Fintech Update
John Waupsh, Chief Innovation Officer, Kasasa®
With 12,000 global fintech startups, the banking initiatives of the digital giants or GAFA (Google, Apple, Facebook, and Amazon), and the Chinese fintech conglomerate Ant Financial all making deeper and deeper inroads into our industry, it’s easy to quickly lose touch on the latest developments. In this session, John Waupsh, author of Bankruption, will share the latest fintech news and examples of strategic adaptation for community financial institutions so you can make more informed decisions when you get back to your office.
• Illustrate Columbia Bank's GL reconciliation work flow based on a recently submitted use case.
Tracking customer adoption of digital channels
• Demostrate how FSCB uses a marketing dashboard to monitor specific metrics related to customer engagement via digital channels.
Identifying cross-sell opportunities
• Review how Level One has used SNL Banker to deploy tools to support cross-selling efforts across the organization. Specific use case to be presented.
DMI standard integration examples
New reports to drive value
Panel: Industry hot topics and SNL Banker
What new actions has your bank taken because you have access to better data?
Execution of Release Management Plan
The release management phase is a pivotal juncture on the path to receiving substantial ROI from SNL Banker. Recognize how to create and execute on an effective release management plan at your institution.
Getting the most of out of Core Transactions
Examine how core transactions can be leveraged throughout all departments of your institution. We will start by demonstrating the basic use of core transactions and then highlight how a client is using this information througout all departments of their bank.
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.
January 1-March 15 Price:
March 16-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.
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