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Opportunities for Knowledge and Networking

Abrigo Customer Events

Abrigo is Committed to Education

Put our knowledge to work for you.

Abrigo's thought leaders and product experts know the issues and trends affecting our customers, and we are dedicated to helping you meet today's challenges. With over 100 years of combined experience educating professionals and a reputation for thinking ahead of the curve, we want to help you learn and grow. Whether you are just beginning to engage with our products or have years of experience, take advantage of the opportunities we've designed for you.

Customer Opportunities for Growth

Abrigo Customer Events

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lending-and-credit-risk portfolio-risk-cecl

Abrigo Product Enhancement Webinar

January Date Coming Soon!

Event Details

In this webinar, see what's in the upcoming Abrigo release and how the changes can benefit your institution. This demonstration will dive into the new capabilities as well as provide the opportunity for users to ask questions. This webinar covers Lending, Credit, Portfolio Risk, CECL, and Connect Products.

REGISTER

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FinCrime Monthly Webinar Series

January Date Coming Soon!

Abrigo is introducing an ALL NEW monthly webinar series to help you stay up to date and assist you in maximizing your product usage with our Financial Crime products.

REGISTER

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BAM+ Training & BSA/AML Workshops

We have added a section to the Customer Events that lists out BAM+ Refreshers, Advanced Product Webinars, and Industry Workshops.

SEE MORE

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Small business lending: Lead or get out of the way - Abrigo Webinar

December 11, 2024 | 2pm ET / 1pm CT

This webinar will outline practical strategies and adjustments to help your institution win more small business loans and reinvest in your community. We’ll discuss how to adapt lending practices to be more akin to consumer transactions, enhancing both speed and user-friendliness without increasing risk. 

REGISTER

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CECL LIVE - Sageworks Clients

Event Details

CECL LIVE is a 2-day virtual training course offered through Abrigo University. Our team of Risk Consultants will equip you with the tools needed to develop a loss rate model using the Abrigo Sageworks ALLL solution. Register for this training on the Abrigo University.

AGENDA

lending-and-credit-risk

Loan Operations LIVE - Sageworks Clients

Event Details

Loan Operations LIVE is a 3-day virtual training course that will be offered through Abrigo University beginning in late August 2023. Our team of Consultants will train you on the Abrigo Sageworks Loan Administration and Workflow solutions.

In Workflow, we will focus on the tasks that are typically the responsibility of a financial institution’s loan operations teams to originate a commercial loan. These tasks begin after the loan approval and include ensuring the due diligence package is complete, preparing loan documents, closing the loan, and completing post-closing tasks. We understand that the roles (and names of the roles) vary by institution, but might include Loan Operations, Loan Admins, Processing, Closing and Servicing.

In Loan Administration, we will cover creating and managing ticklers, generating tickler correspondence, the borrower’s experience in Client Portal and managing documents from Document Library. This training is recommended for all users in the roles described above, as well as users that will be managing ticklers, generating correspondence, or managing the teams
responsible for these tasksRegister for this training on the Abrigo University.

AGENDA

lending-and-credit-risk

Credit Analysis LIVE - Sageworks Clients

Event Details

Credit Analysis Training for Abrigo Sageworks Users is now available virtually in Abrigo University. Credit Analysis LIVE is training for new users of Abrigo's Sageworks Credit Analysis software solution and is conducted over 5 virtual sessions. From Credit Analysis foundations through generating credit presentations, these educational sessions have you fully covered in the Sageworks Credit Analysis software. Clients will expand their knowledge of the software as well as network virtually with peers.​​

LEARN MORE ON ABRIGO UNIVERSITY

lending-and-credit-risk

Origination LIVE - Sageworks Clients

Event Details

Credit Analysis Training for Abrigo Sageworks Users is now available virtually in Abrigo University. Credit Analysis LIVE is training for new users of Abrigo's Sageworks Credit Analysis software solution and is conducted over 5 virtual sessions. From Credit Analysis foundations through generating credit presentations, these educational sessions have you fully covered in the Sageworks Credit Analysis software. Clients will expand their knowledge of the software as well as network virtually with peers.​

LEARN MORE ON ABRIGO UNIVERSITY

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BSA Boot Camp - Virtual Workshop

February 24 | May 19 | August 25 | November 17

Event Details

This one-day webinar features basic BSA and AML/CTF topics, including extensive information on money laundering, developing a BSA program, and interactive sessions that cover due diligence, CTRs, and SARs.

Cost: $500.00

Virtual Credits: General CE = 5, CRCM = 6.75, CAFP = 6.75, CERP = 2.25, CFCS = 5

register

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BSA/AML Compliance Workshop

March 24 & 25, June 23 & 24, September 22 & 23

Event Details

Abrigo's new "How To" BSA Training is a two-day, in-person session featuring a comprehensive curriculum facilitated by our experts. It will include in-depth information on the history of BSA/AML, the five pillars required within a BSA program, and interactive sections on due diligence, CTRs, SARs, and more. 

Cost: $800.00

LIVE Credits: General CE =10, CRCM = 13.25, CAFP = 13.25, CERP = 6.75, CFCS = 12

register

Financial Crime Monthly Webinar Series

Abrigo is introducing an ALL NEW monthly webinar series to help customers stay up to date on the latest happenings at Abrigo and assist you in maximizing your product usage with our Financial Crime products.

The monthly agenda will include:

  • Abrigo Announcements​
  • Customer Resources​
  • Regulatory Update​s
  • Product Updates
  • Did you know?
  • Q&A

REGISTER FOR THE MONTHLY SERIES

Financial Crime Open Office Hours

Abrigo is introducing Open Office Hours. This time is set aside to questions for the Abrigo Staff and allow us to assist you in maximizing your product usage with our Financial Crime products.

2025 Open Office Hour
Reserve a time to ask the Abrigo Staff questions to help you maximize your product(s).

Q4 BAM+ Advanced Product Refreshers

Our BAM+ Advanced  Product Refreshers are intended to refresh existing customer knowledge of an individual application or module. In these small groups, we mix functionality and navigation with industry best practices to help you better manage your workload.

Account Tags
Learn to use Account Tags to monitor accounts and the relation between Account Tags and the Risk Rating module. 

Alert to Case to SAR+ (120 minutes)
Learn advanced, efficient investigation techniques within the Alert and Case modules and how to effectively manage and file SARs.

CTR+ 
Learn how transactions are aggregated in BAM+, advanced settings, and features that can increase efficiency and accuracy.

Keyword Lists
Learn the functionality and benefits of using the Keyword List to reduce false alerts. This session will run 60 minutes.

Q1 & Q2 BAM+ Advanced Product Refreshers

Our BAM+ Advanced  Product Refreshers are intended to refresh existing customer knowledge of an individual application or module. In these small groups, we mix functionality and navigation with industry best practices to help you better manage your workload.

Account Tags (60 min)
Learn best practices for Account Tags to monitor accounts,, functionality, navigation, and how Account Tags may aid with the Risk Rating module as well as User-Defined Groups in the Scenario Module.

AFD (Abrigo Fraud Detection)
A review of the tools used to monitor inclearing check fraud and an introduction to the latest developments of our newest offering, Abrigo Fraud Detection.

Alert to Case to SAR+ (90 minutes)
Learn advanced, efficient investigation techniques within the Alert and Case modules and how to effectively manage and file SARs.

BAM+ Scan
Learn how to efficiently scan your institution’s feeds against 314(a) and applicable Watchlists. Additionally, we will share best practices for record retention and prepare for reporting during audits and exams.

CTR+ 
Learn how transactions are aggregated in BAM+, advanced settings, and features that can increase efficiency and accuracy.

Data 
A comprehensive review of data management, feed management, and utilizing the latest tools to effectively manage the critical data that is the source of all information in BAM+.

Due Diligence Manager
Learn the relationship between the Risk Rating Module and Due Diligence Manager, how to effectively manage portfolios, and how to utilize question sets to streamline KYC processes.

Keyword List
Learn best practices, functionality, navigation of the Keyword List as well as utilizing it to reduce false alerts.

Reports
In this session, we will spotlight a specific report based on your feedback! Learn how to take advantage of reports to provide insight into your BSA program, customer activity, and more.

  • Customer Profile Report - January 14, 2025 @ 10am CT - REGISTER >
  • RBRR (Risk Rating) Reports - February 18, 2025 @ 10am CT - REGISTER >
  • Data Reports - March 17, 2025 @ 2pm CT - REGISTER >
  • Transaction Reports - April 14, 2025 @ 10am CT - REGISTER >
  • Scenario Reports- May 12, 2025 @ 2pm CT - REGISTER >
  • Alert & Case Management Reports - June 16, 2025 @ 10am CT - REGISTER >

Risk Rating 
Learn best practices, functionality, navigation, and how to utilize features in the Risk Rating Module to build accurate customer risk profiles and meet due diligence requirements around reviewing high-risk customers.

Scenarios
Learn best practices, functionality, and navigation to ultimately streamline the alert output.

Scenario Tuner
Learn how to utilize the *NEW Scenario Tuner functionality as a piece of the process in determining scenario thresholds to make better informed risk-based decisions and have documents to back up those decisions.

BAM + Advanced Product Webinars

Our BAM+ Advanced Product webinars are interactive training opportunities to advance customer knowledge of an individual application or module.

Reviewing Alerts & Investigating Cases (120 minutes)

Join us as we walk through industry trends, scams, and best practices for identifying red flags.

Writing and Effective SAR Narrative (120 minutes)
Join us as we take a deep dive into writing an effective SAR narrative from law enforcement's point of view. Led by CAMS and CFE-certified experts.

BSA/AML Industry Workshops

Our BSA/AML Industry Workshops facilitated by our industry experts. Whether in-person or online, get the tools you need to build a successful AML/CFT program while you earn continuing education credits

Virtual Training: BSA Bootcamp

Abrigo's new BSA Bootcamp is a one-day webinar featuring basic BSA topics facilitated by our industry experts. It will include in-depth information on money laundering, developing a BSA program, and interactive sections including due diligence, CTRs, and SARs.

Dates: February 24, May 19, August 25, November 17

Time: 10:00am - 4:00pm CST

Cost: $500.00

Virtual Credits: General CE = 5, CRCM = 6.75, CAFP = 6.75, CERP = 2.25, CFCS = 5

REGISTER

 

Live Training: BSA/AML Compliance 

Abrigo's new "How To" BSA Training is a two-day, in-person session featuring a comprehensive curriculum facilitated by our experts. It will include in-depth information on the history of BSA/AML, the five pillars required within a BSA program, and interactive sections on due diligence, CTRs, SARs, and more. 

Dates: March 24 & 25, June 23 & 24, September 22 & 23

Cost: $800.00

LIVE Credits: General CE =10, CRCM = 13.25, CAFP = 13.25, CERP = 6.75, CFCS = 12

REGISTER