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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Thursday, October 17, 2024

Lending and
Credit Analysis
User Group

register

October 17, 2024
1:00 - 4:45 p.m. ET / 12:00 - 3:45 p.m. CT

User-centric training and collaboration

Join Abrigo experts and your peers to discuss industry topics like lending trends and credit risk, plus tips and tricks, and best practices for your Lending and Credit Analysis solutions. Breakout into a deeper dive for a variety of software products. 

Don't miss out!

  • Explore the roadmap and exciting enhancements for Abrigo lending and credit products 
  • Dive deeper in product breakouts of your choosing
  • Learn from peers with a  commercial credit risk panel
  • Discuss using data to drive insights and decision making 
  • Discover best practices on different sized business/commercial loans, 1071 compliance, and business lending market trends

Join your peers and become a Sageworks Lending & Credit Analysis software pro!

Don't miss this FREE virtual user group.

Register today

Sessions include

Enhancing Your Commercial Credit Risk Foundation in 2024Financial institutions are acutely aware of the credit risk tools they need to run their loan portfolios. Now, let’s discuss ways to enhance those tools to promote a more proactive risk approach.  Join our panel of bankers, former bankers, and Abrigo advisors for a discussion of the latest commercial credit risk and regulatory focus areas, including stress testing management, 1071, risk rating best practices, and better ways to assimilate and report credit results to your executive management team, detect problems earlier and, ultimately, protect the bottom line.

Panelists: Paula King, CPA, Senior Advisor, Abrigo; Ralph Kramer, EVP, Chief Credit Officer, Southwestern National Bank; Kent Kirby, Director, Abrigo; Rob Newberry, Senior Consultant, Abrigo

Product Roadmap and Enhancements- Join members of the product team to walk through the lending and credit product roadmaps, exciting enhancements, and learn about our recent Hack-a-thon.

Abrigo Product Management Speakers: Brad Schaefer, Vice President; Molly Patel, Director; Dominic Leali, Senior Vice President; Chris Boericke, Director; Kevin Abbas, Vice President; Connor Heinrich, Director; Alex Pan, Senior Product Manager

Click here for the agenda >

Product Breakouts (Choose 2.)

  • Loan OperationsLearn how to leverage Sageworks tickler correspondence to automate your document collection, empowering your borrowers to securely send requested documents to your institution and creating efficiencies in tickler management. Speaker: Jill Carter, Senior Risk Management Consultant, Abrigo
  • Construct- Dive into how your institution’s inspectors and builders can utilize Construct to create efficiencies for you and automate your construction loan management process. Speaker: Dale Lewis, Consultant, Abrigo
  • Credit AnalysisExplore how to prepare financial projections for your borrowers with Abrigo's Credit Analysis tools. Speaker: John Millman, Credit Consultant, Abrigo
  • Loan Origination- Streamline collecting the 1071 demographic information from your borrowers and queue the data for submission. Speakers: Mike McCaffery, Credit Risk Consultant, Abrigo; Manaar Broxton, Consultant, Abrigo

The Benefits of Attendance

Level up your Lending and Credit Analysis solution knowledge with product breakouts. Learn from your peers and Abrigo experts in the virtual general sessions. All of this from the convenience of your computer. No travel expense necessary!

Speakers

Register by October 10 to ensure access to the virtual user group.