Preshow training is $37.50 per 1.5 hour session.

Sessions may be cancelled, if minimum enrollment is not met.

HORIZON Schedule
HORIZON Session Descriptions

BancPac Schedule
BancPac Session Descriptions

E-Banking Schedule
E-Banking Session Descriptions

HORIZON

Monday, May 19

8:30 a.m. – 10:00 a.m.

• Account Analysis, Repurchase Agreements and Integrated Deposit Origination (Part I)
• Ready Reserve to System Type 5 Conversion (Part I)
• Integrated Card Management (iCM) Review
• H360 Advanced Topics Part I (8:30 a.m. – 11:30 a.m., session cost is $75.00)

10:00 a.m. – 11:30 a.m.

• Account Analysis, Repurchase Agreements and Integrated Deposit Origination Part II (Part I is a prerequisite.)
• Ready Reserve to System Type 5 Conversion Part II (Part I is a prerequisite.)
• HORIZON Integrated Profitability Analysis

12:30 p.m. – 2:00 p.m.

• 2008.01 Collateral Application Enhancement Review
• HORIZON Teller and CTR Functionality Review Part I
• Tips and Tricks for HORIZON Release Installation Procedures (for In-House/Turnkey Clients)
• H360 Advanced Topics Part II (12:30 p.m. – 3:30 p.m., Part I is a prerequisite, session cost is $75.00.)

2:00 p.m. – 3:30 p.m.

• New Loan Introductory Rates in the Loan Application
• HORIZON Teller and CTR Functionality Review Part II (Part I is a prerequisite.)
• Operations Tips and Tricks (for In-House/Turnkey Clients)

Tuesday, May 20

8:30 a.m. – 10:00 a.m.

• 2008.01 Collateral Application Enhancement Review
• HORIZON Teller and CTR Functionality Review Part I
• Tips and Tricks for HORIZON Release Installation Procedures (for In-House/Turnkey Clients)
• H360 Advanced Topics Part I (8:30 a.m. – 11:30 a.m., session cost is $75.00.)

10:00 a.m. – 11:30 a.m.

• New Loan Introductory Rates in the Loan Application
• HORIZON Teller and CTR Functionality Review Part II (Part I is a prerequisite.)
• Operations Tips & Tricks (for In-House/Turnkey Clients)

12:30 p.m. – 2:00 p.m.

• Account Analysis, Repurchase Agreements and Integrated Deposit Origination (Part I)
• Automated Clearing House (ACH) Functionality Review (for In-House/Turnkey Clients)
• Integrated Card Management (iCM) Review
• H360 Advanced Topics Part II (12:30 p.m. – 3:30 p.m., Part I is a prerequisite. Session cost is $75.00.)

2:00 p.m. – 3:30 p.m.

• Account Analysis, Repurchase Agreements and Integrated Deposit Origination Part II (Part I is a prerequisite.)
• Automated Clearing House (ACH) Functionality Review (for Service Bureau/Data Center Clients)
• HORIZON Integrated Profitability Analysis

BancPac

Monday, May 19

8:30 a.m. – 10:00 a.m.

• BancPac Customer Information File (CIF)/Name Record Lifecycle Part I
• BancPac Advanced Loans: Non-Accrual and Charge-Off Accounts Part I
• BancPac Advanced Deposits: Repurchase Agreements Part I

10:00 a.m. – 11:30 a.m.

• BancPac Customer Information File (CIF)/Name Record Lifecycle Part II
• BancPac Advanced Loans: Non-Accrual and Charge-Off Accounts Part II
• BancPac Advanced Deposits: Re-purchase Agreements Part II

12:30 p.m. – 2:00 p.m.

• BancPac Administration: Loans Part I
• BancPac Basics and Beyond: BancIGL Part I
• BancPac Advanced Deposits: Commercial Account Analysis Part I

2:00 p.m. – 3:30 p.m.

• BancPac Administration: Loans Part II
• BancPac Basics and Beyond: BancIGL Part II
• BancPac Advanced Deposits: Commercial Account Analysis Part II

Tuesday, May 20

8:30 a.m. – 10:00 a.m.

• BancPac Advanced Loans: Relationship and Tiered Pricing Options Part I
• BancPac Advanced Deposits: DDA/CD Re-pricing Options Part I
• BancPac Basics and Beyond: BancIGL Part I

10:00 a.m. – 11:30 a.m.

• BancPac Advanced Loans: Relationship and Tiered Pricing Options Part II
• BancPac Advanced Deposits: DDA/CD Re-pricing Options Part II
• BancPac Basics and Beyond: BancIGL Part II

12:30 p.m. – 2:00 p.m.

• BancPac Administration: Deposits Part I
• BancPac Customer Information File (CIF)/Name Record Lifecycle Part I
• BancPac Advanced Loans: Participations (Purchased/Sold) and SBAs Part I

2:00 p.m. – 3:30 p.m.

• BancPac Administration: Deposits Part II
• BancPac Customer Information File (CIF)/Name Record Lifecycle Part II
• BancPac Advanced Loans: Participations (Purchased/Sold) and SBAs Part II

E-Banking

Monday, May 19

8:30 a.m. – 10:00 a.m.

• CustomerLink Internet Banking End-User Feature Review
• Online Banking End-User Feature Review

10:00 a.m. – 11:30 a.m.

• CustomerLink Internet Banking Adminstrative and Reporting Functions
• Online Banking Web Administration and Reporting

12:30 p.m. – 2:00 p.m.

• FIS Bill Payment and Presentment End-User Features and Payment Processing
• CustomerLink Cash Management

2:00 p.m. – 3:30 p.m.

• CustomerLink Corporate Cash Management
• Online Banking Cash Management

4:00 p.m. – 5:30 p.m.

• FIS Bill Payment and Presentment End-User Features and Payment Processing
• Online Banking Cash Management

Tuesday, May 20

8:30 a.m. – 10:00 a.m.

• CustomerLink Internet Banking End-User Feature Review
• Online Banking End-User Feature Review

10:00 a.m. – 11:30 a.m.

• CustomerLink Internet Banking Adminstrative and Reporting Functions
• Online Banking Web Administration and Reporting

12:30 p.m. – 2:00 p.m.

• FIS Bill Payment and Presentment End-User Features and Payment Processing
• CustomerLink Cash Management

2:00 p.m. – 3:30 p.m.

• CustomerLink Corporate Cash Management
• Online Banking Cash Management

3:45 p.m. – 5:15 p.m.

• FIS Bill Pay End-User Features and Payment Processing
• Online Banking Cash Management

HORIZON Preshow Training Session Descriptions

Account Analysis, Repurchase Agreements and Integrated Deposit Origination (iDO) (Part I and Part II)

available for service bureau/data center, facilities management and in-house/turnkey clients

Account Analysis: We will demonstrate how to establish savings and DDA fee tables that are used to calculate monthly charges in account analysis, based on activity posted to the account in DDA or savings.

Repurchase Agreements: Repurchase agreements are useful asset-and-liability tools that provide an institution with a means of acquiring excess funds, which can be invested for a higher return, while providing customers with a product that will pay them a higher interest rate than the conventional DDA or savings products.

Integrated Deposit Origination (iDO): A high-level overview of iDO and 2008 enhancements to that application.

Automated Clearing House (ACH) Functionality Review (1.5 hours)

one session available for service bureau/data center clients, and one session available for in-house/turnkey clients

Focus on the essential things a user needs to know to manage this application efficiently. The course also will provide an overview of the upcoming enhancements for the product.

Collateral Application Enhancement Review (1.5 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients

Review all the calculations used to assist a lender in the identification and tracking of loan collateralization. The enhanced calculations for various loan-to-value (LTV) ratios and  available-to-lend (ATL) amounts in the integrated Collateral Application lso will be presented.

HORIZON Integrated Profitability Analysis (1.5 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients

The new integrated Profitability Analysis product enables institutions to rank customers according to their contribution to a bank’s profitability and provides guidance on using profitability data to make well-informed decisions about customers, products and services.

HORIZON Teller and Currency Transaction Reporting (CTR) Functionality Review (Part I and Part II)

available for service bureau/data center, facilities management and inhouse/turnkey clients

An in-depth discussion of the new CTR functionality including topics identifying conductors and beneficiaries, establishing the tax information number (TIN) excess cash threshold, configuring bank control records and working with FinCEN reporting.

HORIZON 360: Advanced Topics I (3.0 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients

In this first of a two-part series, we will focus on advanced concepts and topics related to HORIZON 360. You will receive an introductory understanding of conditional formats, advanced report formatting, tabular structure query language (SQL)statements and how to create drill-through reports.

HORIZON 360: Advanced Topics II (3.0 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients Prerequisite: Attendance in HORIZON 360 Advanced Topics I is strongly recommended.

In the second part of a two-part series on advanced HORIZON 360 topics, we will provide an in-depth discussion about conditional formats, advanced report formatting, tabular SQL statements and drill-through reports.

Integrated Card Management Review (1.5 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients

Topics will focus on the efficient management of the product in the day-to-day user environment. The most commonly used features will be showcased, along with tips and tricks to assist in streamlining operational workflow.

New Loan Introductory Rates in the Loan Application
for 2008 (1.5 hours)

available for service bureau/data center, facilities management and in-house/turnkey clients

With the 2008.01 release, Introductory Rates will be able to support an initial rate that is either fixed or variable, which then will change to either a fixed or variable permanent rate. In this segment, we will demonstrate this new product.

Operations Tips and Tricks (1.5 hours)

available for in-house/turnkey clients

Two new BOSS processing enhancements will decrease the time required to complete nightly processing. Query and system security tips and best practices will also be presented.

Ready Reserve to System Type 5 Conversion (Part I and Part II)

available for service bureau/data center, facilities management and in-house/turnkey clients
Prerequisite: completion of an ST5 class prior to InfoShare or familiarity with ST5 loans

The Ready Reserve Accounts to System Type 5 (ST5) Conversion course is designed to prepare financial institutions for the process of converting Ready Reserve accounts over to the loan application.

Tips and Tricks for HORIZON Release Installation Procedures (1.5 hours)

available for in-house/turnkey clients

Preparing for and installing a new release can be challenging and time-consuming. This course will provide insight to best-practice recommendations for a smooth and streamlined installation.

BancPac Preshow Training Session Descriptions

BancPac Administration: Deposits

Walk through the BancSEC and BancMNT (deposit) functions. Topics to be reviewed include adding/maintaining users, user types, cloning and user maintenance within BancSEC. Explore available options and the impact of selections made within BancMNT.

BancPac Administration: Loans

Walk through the BancSEC and BancMNT (loan) functions. Topics to be reviewed include adding/maintaining users, user types, cloning and user maintenance within BancSEC. Explore available options and the impact of selections made within BancMNT.

BancPac Advanced Deposits: Commercial Account Analysis

Explore the functions of establishing default and regular analysis products. Get an in-depth exploration of the commercial account maintenance and account level options.

BancPac Advanced Deposits: DDA/CD Re-pricing Options

Discover options for forfeiting interest, DDA rate options, DDA/CD teaser rates and CD product renewal options.

BancPac Advanced Deposits: Repurchase Agreements

Explore the functionality of establishing repurchase agreement (repo) products, accounts and collateral. Review applicable account notices and reports.

BancPac Advanced Loans: Non-Accrual and Charge-Off Accounts

Review the functionality of working with non-accrual and charge-off loan accounts. Get an introduction to BancDelq.

BancPac Advanced Loans: Participations (Purchased/Sold) and SBAs

Analyze options for boarding participation loans, both purchased and sold, including booking and payment procedures. Have an in-depth discussion about guaranteed SBA loans.

BancPac Advanced Loans: Relationship and Tiered Pricing Options

Learn options for loan pricing based on relationship or predefined tiers.

BancPac Basics and Beyond: BancIGL

Review basic features and functionality of BancIGL, including creating/maintaining accounts, prepaids, distributions and daily adjustments. Discuss GL reporting options.

BancPac Customer Information File (CIF)/Name Record Lifecycle

What are the best practices for creating/maintaining customer information files (CIF) and name records in the BancPac environment? Have an in-depth discussion of financial relationships and the clean-up reports and processes.

E-Banking Preshow Training Session Descriptions

Corporate Cash Management Overview (CLK)

Review all aspects of the Corporate Cash Management product including an overview of ACH processing and a detailed explanation regarding positive pay. Discuss enrollment, end-user features and business services client-support features. As an added bonus, learn the ins and outs of how to sell and support Corporate Cash Management to your business clients.

Corporate Cash Management Overview (OLB)

Review all aspects of the Corporate Cash Management product, including an overview on ACH processing and a detailed explanation regarding integrated positive pay. Discover enrollment, end-user and business services client-support features. Learn how to unlock other users, reset passwords and use other miscellaneous functions. As an added bonus, learn the ins and outs of how to sell and support Corporate Cash Management to your business clients.

FIS Bill Pay Features and Payment Processing

Discover the latest payment processing methods, including due date settlement. Compare how consumers pay bills today with the FIS bill pay product and its features such as bill presentment and overnight payments. Review tangible end-user benefits and selling points to make the most of the bill pay product.

Internet Banking Administrative and Reporting Functions (CLK)

Manage the daily functions of Internet banking with ease. Review the CustomerLink administrative Web site, reports retrieval and sample report features, as well as perform sample customer maintenance procedures. You will learn everything you need to know to help streamline daily Internet banking support and product maintenance.

Internet Banking Features (CLK)

Walk through the most recent Internet banking feature enhancements, and take a guided tour of the product to learn about its most widely used and most underutilized features, Review tangible benefits and featured selling points to understand how to best utilize the service.

Online Banking Feature Review (OLB)

Take a detailed tour of the Online Banking product and walk through each feature. See how transactions occur for both the end-user and the financial institution. Cover the service step-by-step with demonstrations of account detail, statement representation, transaction filter abilities, file exports and more. Make the most of your online offering by taking advantage of this class.

Online Banking Web Administration and Reporting (OLB)

Review all aspects of Online Banking Web Administration functions for institution employees. Get a complete explanation of customer maintenance and reports, and learn how to retrieve and review online banking reports and which reports are used most widely. Streamline system configuration for easy self- service updates at the financial institution. Learn everything you need to know to streamline daily maintenance and reporting functions and retrieve data specific to your institution goals.