ThinkBIG is packed with content to help you identify risk and empower growth at your financial institution. Explore hot topics and trends , hear from industry thought leaders, build your network, and create opportunities for learning.
Download the Fighting Financial Crime agenda here.
Download the Credit/Lending/Portfolio Risk agenda here.
All times are in EST.
This year enjoy extended times in user groups. Sessions will incorporate more round table time for peer-to-peer sharing and interaction as well as best practices from the Abrigo team. Offering different morning and afternoon sessions so you can attend more than one. (Sessions must have a minimum of 15 registrants to make.)
BAM+ Next Level Advanced with Scenario Tuner
BAM+ Back to the Basics
Abrigo Allowance
Loan Loss Analyzer
TPG: Maximizing Efficiency: The Latest Workstation Enhancements
Loan Review Practitioner's Forum: An Interactive Group Discussion
Loan Operations
Credit Analysis: Foundations
Sageworks System Administrators: Part 1
Abrigo Asset Liability Management
Stress Testing
Loan Review Practitioner's Forum: Conclusion and Key Takeaways with Loan Review Panel
TPG: Next-Gen Workstation Enhancements: Strategies and Solutions
Loan Origination
Credit Analysis: Scenarios
Sageworks System Administrators: Part 2
Abrigo Fraud Detection
BSA Scenarios- New & Enhanced
Due Diligence Manager (DDM)
Sponsored by Abrigo Women's Group
for entire audience
Think Big, Build Fast: How Abrigo Helps You Stay Ahead in an Evolving Market with Ravi Nemalikanti, Chief Technology Officer, Abrigo
for entire audience
AI Beyond the Hype: Delivering Real Impact for Banks and Credit Unions Panel with Jim Perry, Senior Strategist, Market Insights; Sepideh Rowland, Senior Managing Director, FTI Consulting; Micheal Carr, Chief Technology Officer, Stride Bank; Chinmoy Banerjee, President & Global Head, Hexaware; moderated by Ravi Nemalikanti, Chief Technology Officer, Abrigo
for entire audience
for Credit, Lending, Portfolio Risk audience
Demographic Disruption: Banking in an Aging America with Joe Sullivan, President & CEO, Market Insights
Banking Forward: Growth Trends and Expert Insights for the Evolving Landscape with Chris Perry, VP/Commercial Lending, Atlantic Federal Credit Union; Dalton T. Sirmans, Senior Partner, Amplio Ventures; Brandon McBay, SVP, Head of Credit Administration, Southern States Bank; David Christiansen, Chief Credit Officer, First County Bank; moderated by Regan Camp, Vice President, Abrigo
for BSA/AML/Fraud audience
Sessions repeat at 10:30 and 11:30 except where noted.
Cryptocurrency Compliance: Determining Legitimacy in Financial Institutions with Erin O'Loughlin, CFCS, CAMS, Senior Director Training, ACFCS
Rolling with It: A Panel on Successful Cannabis Banking with Jennifer Bugay, SVP, AML/CFT Officer, Yampa Valley Bank; Michael McIntosh, Compliance and BSA Officer, Texas Security Bank; moderated by Kevin Gulledge, Senior Risk Management Consultant, Abrigo
Optimizing Fraud Strategy: Balancing Detection, Efficiency, and Risk Management with Melissa Mantooth, CAMS, Senior Risk Management Consultant, Abrigo; Elisa Brewer, CAMS, Senior Risk Management Consultant, Abrigo
Offered once 10:30 - 11:20am
Elder Fraud: Tackling Pig Butchering Scams and Other Emerging Threats with Terri Luttrell, CAMS-Audit, CFCS, Engagement and Compliance Director, Abrigo
Offered once 11:30am - 12:20pm
Navigating OFAC and BIS Compliance: Scanning Designated Lists for Sanctions Adherence with Michelle Lucci, CSS, CRCM, Regulatory Compliance Director, Abrigo
UX Workshop: Alert & Case Optimization with Misha Burgardt, Senior UX Designer, Abrigo; Marci Dunn, Senior Product Manager; Abrigo
Due to attendee requests in 2024, these special areas will remain open after lunch throughout the afternoon for attendees to drop in or make appointments in a more intimate setting.
for BSA/AML/Fraud audience
Fentanyl on the Frontlines: A Law Enforcement Perspective with Ali Muhiuddin, Special Agent, Homeland Security Investigations; Terri Luttrell, CAMS-Audit, CFCS, Compliance and Engagement Director, Abrigo
Integrating Fraud Prevention into Your Enterprise Risk Management Plan with Stephen Wager, CRO, Texas National Bank of Jackonsville; Jessica Beucler, CRO, Phelps County Bank; moderated by Chris Fey, Vice President, Abrigo
for Credit/Lending/Portfolio Risk audience
Sessions repeat 1:30 and 3:00 except where noted.
Expanding Your Small Business Lending in 2025 and Beyond with TBA
CECL Qualitative Framework: Driving Precision and Forecasting with Confidence with Regan Camp, Vice President, Abrigo
CECL Deep Dive: Refining Models and Managing Uncertainty with Zachary Struble, Senior Manager, Abrigo; Jared Mills, Senior Manager, Abrigo
From Rookie to Expert: Real-World Insights on Implementing and Leveraging Abrigo Products with John Hatfield, JWH Advisors; Jennifer Cutrali, EVP Credit Administration, Fairfield County Bank; Kristyn McGlynn, Executive Director Credit Administration, Northwest Bank; moderated by Aaron Lenhart, Vice President, Implementation, Abrigo
Sageworks Super User Secrets: Maximizing Your System's Potential with moderator Bailey Barretto, PMP, Director, Abrigo; Rebecca Russell, AVP, Senior Credit Officer; West Plains Bank; Douglas Turner, Senior Loan Origination System Admin, First Commonwealth Bank; Clara Boggs, VP, Sageworks Administrator, Oakstar Bank
Offered once 1:30 - 2:30 pm
Loan Review Product Highlights and Strategy with Steve Wert, Vice President, Product, Abrigo
ALM Stress Testing: Preparing for the Unexpected with Dave Koch, Director, Advisory Services, Abrigo
UX Workshop: Data and Analytics with Gordon Clarke, Manager, UX Design, Abrigo; Kevin Abbas, Vice President, Abrigo
Accounting Methodologies of Fixed Income Investments with Krzysztof Piorun, Senior Mathematician, Abrigo
Construct Efficiencies: A Customer Panel Panelists Nadia Perrmann, Credit and Compliance Coordinator/GVP, Signature Bank of Georgia; Xan Hancock, Construction Monitoring Team Lead, Renasant Bank; Michelle White, Renasant Bank
Offered once 3:00 - 4:00pm
Best Practices for Loan Review Cases Steve Wert, Vice President, Product, Abrigo
Platforms and Experiences: How APIs are Redefining Financial Services with Connor Heinrich, Director, Product Management, Abrigo
UX Workshop: Credit & Lending with Gordon Clarke, Manager, UX Design; Molly Patel, Director, Product Management, Abrigo; Chris Boericke, Director, Product Management, Abrigo
TPG: Best Practices for Application, Installation, Implementation, and SQL Server Setup with Tracey Fenske, Senior Manager, Development, Abrigo
Strategic AI Implementation: Navigating Quick Wins to Long-Term Success for your Financial Institution with Marvin Tellez, SVP/Lending Systems and Product Development, Century Bank; Kevin Abbas, Vice President, Abrigo
Streamlining Your Draw Approval Process: 3rd Party Users in Construct with Barrett Fallon, Consultant, Abrigo
Large Language Models (LLM) in Banking: From Chatbots to Compliance
with Danny Piangrelli, Vice President, Engineering, Abrigo; Sriram Tirunellayi, Director, Applied AI, Abrigo; Rayan Chaudhuri, Vice President, Abrigo; Steve Wert, Vice President, Product Management and Strategy, Abrigo
Abrigo Fraud Detection with Wire Fraud with Evan Jezek, Manager, Solutions Consultant, Abrigo
Small Business Lending with Josh Ridewood, Manager, Solutions Consultant, Abrigo; Aaron Whitener, Director, Solutions Consultant, Abrigo
Abrigo Connect with Kevin Abbas, Vice President, Product Management, Abrigo; Benjamin Emanuel, Manager, Product Management, Abrigo; Ben Neuhaus, Senior Product Manager, Abrigo
Optimizing Funding and Liquidity Management Across the Treasury Workflow with Delores Tesha, Bank Treasury Product Manager, Bloomberg; Joseph Streeter, Head of Bank Treasury and Money Market Products, Bloomberg
Join us for appetizers and libations. Network with peers, the Abrigo team, and our partners. Learn about Abrigo solutions and our Partner integrations and solutions in a casual fun atmosphere.
Sponsored by the Abrigo Women in Banking Network
for entire audience
for entire audience
Risks and Rewards: Innovation in Customer Experience for Financial Institutions Panel with Bryan Jasin, Managing Director and Head of Regional Commercial Banking, Northwest Bank; Laurel Sykes, CRCM, EVP, Chief Risk Officer, American Riviera Bank; Kara Mings, CPA, EVP, Director of C&I Lending/Regional Credit Officer, Stellar Bank; moderated by Ginger Siegel, North America Small and Medium Market Lead, Mastercard
for Credit, Lending, Portfolio Risk audience
Audit and Regulatory Expectations for 2025 Panel with Anthony Porter, Partner, Moss Adams; Mark Scriven, Principal, Elliott Davis; Sarah Paxton, Crowe; Allison Tanju, Forvis; moderated by Neekis Hammond, Vice President, Abrigo
The Zen of Banking with Joe Sullivan, President & CEO, Market Insights
for BSA/CFT/Fraud audience
Sessions repeat at 10:30 and 11:30 except where noted.
Supercharge Your AML/CFT Program with Smarter CDD and EDD with Mallory Wortman, CAMS, CFCS, Senior Financial Crime Investigator, Abrigo; Seth Dingas, CAMS, CFE, CRCM, Senior Training Consultant, Abrigo
Mastering Change: A Roadmap for Financial Crime Program Success with Robyn Pickering, Consultant, Abrigo
AML/CFT Compliance Redefined: Adapting to FinCEN's New Program Rule Roundtable Discussion facilitated by Hannakah Rubin, CAMS, CFE, CAFP, Senior Client Development Consultant, Abrigo; Andres Tapia, CAMS, GAMS, CFE, Director, Advisory Services, Abrigo
AML Risk Assessment Uncovered: Process, Pitfalls, and the Latest Regulatory Changes with Elissa Brewer, CAMS, Senior Risk Management Consultant, Abrigo
Offered once 10:30am - 11:20am
UX Workshop: Real-Time Transaction Fraud Detection with Misha Burgardt, Senior UX Designer, Abrigo
Offered once 11:30am - 12:20pm
UX Workshop:
Flexible Workflows in Due Diligence Manager with Misha Burgardt, Senior UX Designer, Abrigo
for BSA/CFT/Fraud audience
Navigating the Horizon: Key Regulatory Updates in Financial Crime Compliance with Terri Luttrell, CAMS-Audit, CFCS, Compliance and Engagement Director, Abrigo; Michelle Lucci, CSS, CRCM, Regulatory Compliance Director, Abrigo
Making SARs Matter: Turning Routine Reports into Investigation Gold Panel with Ali Muhiuddin, Special Agent, Homeland Security Investigations; Jennifer Corbett, CAMS, 1st VP, BSA/AML/OFAC Officer, Marquette Bank; Mallory Wortman, CAMS, CFCS, Senior Financial Crime Investigator, Abrigo; moderated by Kevin Gulledge, CAMS, Senior Risk Management Consultant, Abrigo
for Credit/Lending/Portfolio Risk audience
Sessions repeat at 1:30 and 3:00 pm except where noted.
Commercial Real Estate: Assurance, Not Apprehension with Kent Kirby, Senior Consultant, Abrigo
Powering Economic Stress Testing with CECL: Strengthening Risk Insights with Allen Bach, Senior Manager, Abrigo; Jacob Lowe, Consultant, Abrigo
Balancing Fair Value, Accretion, and CECL, and Their Impact on Financial Statements with Mike Green, Director, Abrigo; Baker Eddraa, Vice President, Abrigo
Hands-on Technology Session: AI for Banking 101 with Sri Tirunellay, Director, Applied AI, Abrigo; Brad Schaefer, Vice President, Products, Abrigo; Danny Piangerelli, Vice President, Engineering, Abrigo; Kevin Abbas, Vice President, Product Management, Abrigo; Rayan Chaudhuri, Vice President, Engineering, Abrigo
Offered once 1:30-2:30pm
Breaking Barriers: Change Management for Automation in Banking with Paula King, Principal Consultant, Abrigo; Robyn Pickering, Consultant, Abrigo
UX Workshop: Stress Testing with Gordon Clarke, Manager, UX Design, Abrigo
Mastering Risk Assessment and Scoping: Loan Review Product Workshop with Steve Wert, Vice President, Product, Abrigo
Key Deposit Assumptions: Are Our Depositor Assumptions a True Reflection of Real Stability Risk? with Rob Newberry, Senior Consultant, Advisory Services, Abrigo
The Role of Prepayment Speeds in Accurate ALM Modeling with Dave Koch, Director, Advisory Services, Abrigo
Boosting Efficiency and Audit Transparency for Bank Treasury and Structuring Teams with Animesh Jaiswal, Hedge Product Manager, Bloomberg; Yon Valtchev, Treasury Specialist, Bloomberg
Sessions offered once 3:00 -4:00p-m.
UX Workshop: Automation of the CECL Calculation with Gordon Clarke, Manager, UX Design, Abrigo; Chris Emery, Director, Product Management, Abrigo; Craig Engle, Director, Product Management, Abrigo
Streamlining the Loan Review Workflow: Loan Review Product Workshop with Steve Wert, Vice President, Product, Abrigo
Relationship Pricing- Strategies and Best Practices to Maximize Lending Opportunities While Maintaining Profitability with Rob Newberry, Senior Consultant, Abrigo
Dynamic ALM Modeling: Embracing Technology and Innovation with Dave Koch, Director, Abrigo
TPG: One-on-One time with the TPG Team with Rick Schnitger, Vice President, Product Management, Abrigo; Tracey Fenske, Senior Manager, Development, Abrigo; Travis Bradley, Senior Manager, Client Services, Abrigo; Krzysztof Piorun, Senior Mathematician, Abrigo
Due to attendee requests in 2024, these special areas will remain open after lunch throughout the afternoon for attendees to drop in or make appointments in a more intimate setting.
Streamlining Your Draw Approval Process: 3rd Party Users in Construct with Barrett Fallon, Consultant, Abrigo
Large Language Models (LLM) in Banking: From Chatbots to Compliance
with Danny Piangrelli, Vice President, Engineering, Abrigo; Sriram Tirunellayi, Director, Applied AI, Abrigo; Rayan Chaudhuri, Vice President, Abrigo; Steve Wert, Vice President, Product Management and Strategy, Abrigo
Abrigo Fraud Detection with Wire Fraud with Evan Jezek, Manager, Solutions Consultant, Abrigo
Small Business Lending with Josh Ridewood, Manager, Solutions Consultant, Abrigo; Aaron Whitener, Director, Solutions Consultant, Abrigo
Abrigo Connect with Kevin Abbas, Vice President, Product Management, Abrigo; Benjamin Emanuel, Manager, Product Management, Abrigo; Ben Neuhaus, Senior Product Manager, Abrigo
We will end conference this year with a not-to-miss blow-out event!
Last minute breakfast meetings with the Abrigo team or Partners! Or enjoy the day to visit the theme parks, sun by the pool, explore central Florida, or travel home!
*All session content, speakers, and times subject to change.
Innovation Hall and Experience Lab times built into the agenda give participants the opportunity to visit these areas to learn and network.
Meet Abrigo Booths provide a chance for attendees to visit with representatives from the Abrigo Customer Success, Support, Implementation, and Account Executive teams.
Innovation Hall is where attendees learn more about Abrigo products and our Partner solutions. Ask questions, learn about new features, products, and partners.
Partner Exhibits in Innovation Hall give you the opportunity to meet with our special sponsoring partners who integrate with Abrigo products to increase efficiency and help you in your daily work. Spend some time getting to know these partners and what they offer.
The Experience Lab will be back in action for 2025 with new hands-on experiences for attendees.
