Sessions may be cancelled, if minimum enrollment is not met.
HORIZON Schedule
HORIZON Session Descriptions
BancPac Schedule
BancPac Session Descriptions
EFT Schedule
EFT Session Descriptions
E-Banking Schedule
E-Banking Session Descriptions
HORIZON
Preconference training is $50.00 per 1.5 hour session, $100.00 per 3.0 hour session
Monday, May 11
8:30 a.m. – 10:00 a.m.
- Charting Your Data in HORIZON 360
8:30 a.m. – 11:30 a.m.
- HORIZON Teller and CTR, Parts 1 & 2 – 2.0 session
- Relationship Management Notes 101, Parts 1 & 2 – 3.0 hour session
- RM Relationship Types, Parts 1 & 2 – 3.0 hour session
10:00 a.m. – 11:30 a.m.
- Query Studio Super Tricks in HORIZON 360
12:30 p.m. – 2:00 p.m.
- iFM: Strengthen Financial Reporting by Taking Control of Your Chart of Accounts
- Impaired Asset/Non-Accrual Processing in LN
12:30 p.m. – 3:30 p.m.
- Enhanced Transfers, Part 1 & 2 – 3.0 hour session
2:00 p.m. – 3:30 p.m.
- Establishing Holding Company Processing Within a Single HORIZON Bank
- Automated Risk Rating
- RM Required Fields
Tuesday, May 12
8:30 a.m. – 10:00 a.m.
8:30 a.m. – 11:30 a.m.
- Account Analysis, Parts 1 & 2, 3.0 hour session
- iDO – Call Center Utilization, CD Renewals, Workflow Enhancements, and Product Value Controls, Parts 1 & 2 – 3.0 hour session
- Relationship Management Notes 101, Parts 1 & 2 – 3.0 hour session
10:00 a.m. – 11:30 a.m.
- Mortgage Loan Non-Accrual
12:30 p.m. – 2:00 p.m.
- ACH Back Office
- Charting Your Data in HORIZON 360
- Intro to System Type 5 Loans in the LN Application
12:30 p.m. – 3:30 p.m.
- HORIZON Teller and BCR, Parts 1 & 2 – 3.0 hour session
2:00 p.m. – 3:30 p.m.
- Query Studio Super Tricks in HORIZON 360
- Ready Reserve to STS in LN Conversion
- Understanding Your Card Relationships in HORIZON
BancPac
Preconference training is $50.00 per 1.5 hour session
Monday, May 11
12:30 p.m. – 2:00 p.m.
2:00 p.m. – 3:30 p.m.
Tuesday, May 12
8:30 a.m. – 10:00 a.m.
- Demand Deposit Automatic Charge-offs
- Non-Accrual Charge-offs
10:00 a.m. – 11:30 a.m.
- Relationship/Tiered Loan Pricing
- AOD/ODP Sweeps Functionality
12:30 p.m. – 2:00 p.m.
- Non-Accrual Charge-offs
- AOD/ODP Sweeps Functionality
2:00 p.m. – 3:30 p.m.
- Demand Deposit Automatic Charge-offs
- Relationship/Tiered Loan Pricing
EFT
Preconference training is $50.00 per 1.5 hour session
Tuesday, May 12
10:00 a.m. – 11:30 a.m.
- Tips and Tricks of the Administrative Tool in Norcross
- Back Office Tips and Tricks Using Navigator
12:30 p.m. – 2:00 p.m.
- Tips and Tricks of the Administrative Tool in Norcross
- Back Office Tips and Tricks Using Navigator
e-Banking/e-Payments
Preconference training is $50.00 per 1.5 hour session
Monday, May 11
8:30 a.m. – 10:00 a.m.
- Online Banking Features Review (OLB)
- Internet Banking Features (CLK)
10:00 a.m. – 11:30 a.m.
- Online Banking Web Administration and Reporting (OLB)
- Internet Banking Administration (CLK)
12:30 p.m. – 2:00 p.m.
- Corporate Cash Management Overview (OLB)
- Corporate Cash Management Overview (CLK)
2:00 p.m. – 3:30 p.m.
- Understanding Web Admin Security and Control Panel Features (OLB)
- FIS Bill Pay End User Features and Payment Processing
4:00 p.m. – 5:30 p.m.
- Corporate Cash Management Overview (OLB)
- FIS Bill Pay Premier Admin Tool Overview
Tuesday, May 12
8:30 a.m. – 10:00 a.m.
- Corporate Cash Management Overview (OLB)
- Making the Most of End User Marketing
10:00 a.m. – 11:30 a.m.
- Understanding Web Admin Security and Control Panel Features (OLB)
- Up Close and Personal with P2P Payments
12:30 p.m. – 2:00 p.m.
- Internet Banking Features (CLK)
2:00 p.m. – 3:30 p.m.
- Corporate Cash Management Overview (CLK)
4:00 p.m. – 5:30 p.m.
- FIS Bill Pay Premier Admin Tool Overview
HORIZON Preconference Training Session Descriptions
Account Analysis
Would you like to start utilizing Account Analysis at your institution? Do you want to provide this competitive product in your market? The Account Analysis application provides the ability to establish special pricing for high traffic accounts and allows the bank to establish DDA and Savings Fee Tables that are used to calculate monthly charges based on activity. This course will provide BCR setting information as well as end user functionality.
ACH Back Office
Are you using a third-party vendor for your ACH file origination? Why? HORIZON can do it for you! Take a guided tour of the HORIZON integrated Automated Clearing House (ACH) functionality and learn the secrets to effectively managing this application, especially in the back office. This session will explore the most commonly used features (including Aggregate Risk, Account Analysis and Revenue Generation) and a variety of tips and tricks.
Automated Risk Rating
The HORIZON Banking System offers a variety of Lending Risk Rating components across applications. How a bank selects and manages its credit risk is critically important to its performance over time. According to the Office of the Comptroller of the Currency (OCC), capital depletion through loan losses has been the proximate cause of most institution failures. Identifying and rating credit risk is the essential first step in managing it effectively. This class will introduce users to the Automated Risk Rating tool in HORIZON. We’ll also discuss ways to tailor the functionality to a specific institution’s portfolio as well as ideas for implementing Automated Risk Rating.
Charting Your Data in HORIZON 360
Much like choosing the proper tool for a job, selecting the right chart to display your data is important. Learn techniques and general guidelines to track comparison, relational, composition or distribution data in HORIZON 360.
Enhanced Transfers
Fresh and exciting changes are taking place in dynamic and
automatic transfer functionality in the 2009.01 release. With the new features and capabilities of the Enhanced Transfer channel, users will be able to schedule the dynamic transfer of funds for straightforward consumer products, such as overdraft protection from a savings account to a checking account (processed with immediate fees) to the corporation that requires complex movement of funds between multiple levels of accounts. Enhanced Transfers will provide your institution with improved operational efficiencies and allow your institution to offer competitive services in your market! With this sssion you’ll be ahead of the game. Sign up today for detailed training on this wonderful new enhancement.
Establishing Holding Company Processing within a Single HORIZON Bank
Is your consolidated reporting done outside of HORIZON? You can simplify and shorten your reporting window by setting up your parent company and consolidation rules in HORIZON. Even better, you may be able to do it all within a single bank. In this session, you’ll learn how to structure your Business Unit hierarchy; set up the parent company; review your inter-company accounting procedures to see if you need to make a change; convert your parent company history; and define and reconcile all eliminations. This structure works best if you do not expect to acquire a new bank in the next year or so and run it as a separate HORIZON bank.
HORIZON Teller and CTR
Are you confused about how to process CTR’s in HORIZON Teller? Do the terms conductor and beneficiary make your head hurt? This course will provide an in-depth discussion of CTR functionality. Topics to be covered include: identifying conductors and beneficiaries, establishing the TIN excess cash threshold, configuring bank control records, and working with CTR screens.
HORIZON Teller and BCR Review (in-house only)
Have you ever wondered what some of the BCR settings actually do in HORIZON Teller? Do you know how to effectively create a teller transaction flow? This session will provide an in-depth look at the workings of the Teller BCR.
iDO – Call Center Utilization, CD Renewals, Workflow
Enhancements, and Product Value Controls
Do your call center agents spend too much time on the phone? Do you find yourself impatient with the CD renewal process? Does your back office seem to spend inordinate amounts of time supporting new accounts? Learn how to use new and existing iDO functionalities to improve operational efficiencies and reduce costs. Use system defaults and add system edits to save time and reduce errors. Improve your new account workflow, certificate renewals and document selection processes. Call center agents can use iDO functionality to streamline daily inquiry and maintenance functions; and back office personnel will be able to concentrate on more appropriate tasks.
iFM: Strengthen Financial Reporting by Taking Control of Your Chart of Accounts
Do your HORIZON financial statements include all the totals and subtotals you need? Do you find yourself creating new GL totals in Excel or HORIZON 360? You can tighten up your reporting process by setting up all these totals in HORIZON’s integrated Financial Management. You’ll learn how easy it can be, and also what to watch out for. You’ll also learn when a new chart hierarchy is the best way to go, and when there is an easier and better solution. And you’ll learn all about yield reporting. Don’t forget, everything you set up in iFM is automatically inherited by HORIZON 360 the next morning,
including calculated yields.
Impaired Asset/Non-Accrual Processing in LN
The LN application provides the ability to track both the booked balance and the contract balance through shadow accounting. Shadow accounting is defined as the ability to account for a nonperforming loan from the contract perspective in an uninterrupted fashion and to simultaneously track the principal balance booked to the general ledger. In this regard, dual posting and accounting is automated. This accounting includes non-accrual processing, partial charge-off processing and full charge-off processing. This course will
introduce users to this concept by reviewing BCR and account level fields that drive Non-Accrual Processing in the LN Application.
Intro to System Type 5 Loans in the LN Application
The revolving line of credit product offering direct check access by the customer, is serviced in the loan application under System Type 5. It is designed to accommodate Overdraft Protection (ODP) and Home Equity Lines Of Credit (HELOC) or any other purpose for which this product’s features and functionality are desired. This class will review the BCR options and loan level characteristics that differentiate these loans from the other LN system types.
Mortgage Loan Fees
In this session, fee processing within the mortgage application will be reviewed to ensure users are aware of the myriad of options available. We will examine bank control records, general ledger interfaces and reports available. We will also introduce 2009 enhancements to fee processing focusing on bill options and 1098 reporting options.
Mortgage Loan Non-Accrual
This session will explore upcoming enhancements to the 2009
release related to loan modifications and bankruptcy tracking within the Mortgage Loan application. We will also review auto non-accrual functionality and the general ledger impact.
Query Studio Super Tricks in HORIZON 360 Just because Query Studio is easy doesn’t mean it can’t be powerful!
Learn the tricks and techniques some thought were not possible in Query Studio.
Ready Reserve to ST5 in LN Conversion
Institutions are required to convert Ready Reserve Equity Lines only to the (LN) Loan Application and may choose to leave Overdraft Protection Lines in the Ready Reserve System for processing. All Equity Line accounts (Equity Code = E) must be converted to the (LN) Loan Application prior to the installation of the 2009 Release. The 2009 Release will contain changes that will prevent any new Equity Lines (Equity Code = E) from being entered to the Ready Reserve Application, and only Overdraft Protection Lines may be added after that release is installed. This class will review the
steps necessary to move Ready Reserve accounts over to the LN Application as System Type 5.
Relationship Management Notes 101
Do you know the difference between a contact note and an
exception note? Are you tracking account level items or customer requests manually, by means of a spreadsheet or not at all? Do you know how many specific customer requests are worked on in a given day or what type of requests are processed by your front line staff? Do you have a way to measure the processing time and performance on account level items or customer requests? The Relationship Management application controls several note types offered in the HORIZON Banking System. Notes are often misused and misunderstood by end users. As a result institutions may not be fully benefitting from the power of RM Notes. This course will introduce the different note types offered in the HORIZON Banking System, explore the differences between them and provide participants with ideas such as “why” and “how” they should implement them.
RM Relationship Types
Why are Relationship Types so important? How do they impact reporting? How do they affect the accuracy of account titling? If used correctly, Relationship Types can ensure your institution is getting the most out of your customer-to-customer and customer-toaccount relationships! In this session you will witness the power of relationships. Learn how to build Relationship Types and how they are utilized in Account Titling, Liability Service Charging, Escheatment, and Reporting.
RM Required Fields
Do you need to standardize how your institution creates customer records? Do you want to help ensure that you are in compliance? Stay compliant with ease – HORIZON can help! The Relationship Management controls allow institutions to establish those fields that are required or requested during New Customer setup. Utilizing this functionality improves efficiency and accuracy when adding customers, alerts employees when information is required and ensures compliance with internal policies and procedures. This session will take you through BCR setup and demonstrate how it impacts end user workflow.
Understanding Your Card Relationships in HORIZON
This session will explore the less commonly known aspects of ICM and some of the “hidden features/functionality” users may not be taking advantage of on a day-to-day basis. The session will specifically cover maintaining Account Relationships and Transaction Types at the card level; understanding expiring Pre-Authorizations; Purging Cards; Card Declines; ODP Options within HORIZON EFT; and Close Related Card functionality (Instant Issue and Compromised Card situations
BancPac Preconference Training Session Descriptions
AOD/ODP Sweeps Functionality
This training session presents an overview of the Automatic Overdraft and Overdraft Protection functionality available on the BancPac Deposit system.
BancPac 360
This training session will provide the participant with instruction on using the IGL accumulator fields for GL reporting in BancPac 360. Participants with all levels of expertise are welcome to attend, although the materials presented will assume the participants are familiar with BancPac 360 and have completed the basic training.
Demand Deposit Automatic Charge-offs
This training session presents an overview of the Automatic Chargeoff functionality available on the BancPac Deposit system.
Non-Accrual Charge-offs
This training session presents an overview of the Non-Accrual and Charge-off functionality available on the BancPac Loan system.
Relationship/Tiered Loan Pricing
This training session presents an overview of the Relationship/Tiered Loan Pricing functionality available on the BancPac Loan system.
EFT Preconference Training Session Descriptions
Back Office Tips and Tricks Using Data Navigator
As a customer utilizing FIS’ EFT solution out of our Milwaukee facility, you and your staff use Data Navigator and other tools every day to manage your EFT business. In this preconference session, new features, components and shortcuts available in our back-office tools such as Data Navigator will be covered to aid you in using the tool
even more effectively.
Tips and Tricks of the Administrative Tool in Norcross
As a customer utilizing FIS’ EFT solution out of our Norcross facility, you and your staff use the Administrative Tool every day to manage your EFT business. In this preconference session, new features, components and shortcuts available in the Administrative Tool will be covered to aid you in using the tool even more effectively.
e-Banking/e-Payments Preconference Training Session Descriptions
Corporate Cash Management Overview (CLK)
This class is designed to review the end user aspects of the Corporate Cash Management product. The instructor will
demonstrate the ACH, ACH Batch, tax payments and wire transfer features within Corporate Cash Management. Plus, as an added bonus, participants will receive an overview of ACH basics.
Corporate Cash Management Overview (OLB)
This class is designed to review all aspects of the Corporate Cash Management product including an overview on ACH functionality. The instructor will review enrollment and end user features. This class will also cover the company administrator functions to include unlocking other users, resetting passwords and other miscellaneous functions. Plus, as an added bonus, participants will learn the ins and outs of
how to sell and support Cash Management to their business clients.
FIS Bill Pay End User Features and Payment Processing
This class showcases the most recent feature enhancements and end user features within the online Bill Pay product. The instructor will explain the latest payment processing methods including due date settlement. See how the FIS Bill Pay product compares to how consumers are paying bills today with technologies like bill presentment and overnight payments. Tangible end user benefits will be reviewed as well as selling points to help participants make the most of the Bill Pay product in both their own use and the use of the
financial institution end users.
FIS Bill Pay Premier Admin Tool Overview
This class showcases the tools available to support the end user. The instructor will demonstrate how to edit and manage the end user profile as well as how to troubleshoot payment processing and run reports. As an added bonus, participants will learn about the End User Dashboard, an invaluable tool used to see everything that the end user can see in Bill Pay.
Internet Banking Administration (CLK)
This class covers everything financial institution participants need to know to support the Internet Banking users and manage the daily functions of Internet Banking with ease. The instructor will review the CustomerLink Administrative Web site, show how to retrieve reports, review sample report features and perform sample customer maintenance procedures. This is the session to learn everything you need to know to help streamline daily Internet Banking support and product maintenance.
Internet Banking Features (CLK)
This training session walks participants through the most recent Internet Banking feature enhancements and provides a guided tour of the product to showcase the most widely used and most underutilized features. The instructor will also review tangible end user benefits as well as selling points to help participants understand not only how end users are best utilizing the service but the many benefits the financial institution can communicate to clients. Attendees will have an opportunity to sign up to have their Internet Banking site reviewed during the conference. The feedback received during this session can help re-energize your online banking
presence.
Making the Most of End User Marketing
Learn how to maximize the tools available for end-user marketing to drive adoption and stickiness.
Online Banking Features Review (OLB)
This class takes participants through a detailed tour of the Online Banking service and walks through each feature within the product. During the class, the instructor will cover the service step-by-step and demonstrate account detail, transaction filter abilities, file exports and more. The instructor will also review end user benefits and selling points to help employees understand how to use the service and the many benefits they can communicate to clients. Learn how to make the most of your online offering by taking advantage of this class.
Online Banking Web Administration
and Reporting (OLB)
This class is designed to provide a review of all aspects of Online Banking Web Administration functions for institution employees. The instructor will cover customer maintenance and reports, including how to retrieve and review online banking reports and identifying which reports are most widely used. During this class, participants will also learn how to 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.
Understanding Web Admin Security and Control Panel Features (OLB)
This class is designed to review Web Admin Security as well as the most important features of the Web Admin Control Panel. This class will cover how to add Web Admin Users with the appropriate security levels. Plus, as an added bonus, participants will learn how to use the top 10 control panel features including User Types, Agreements and more.
UP Close and Personal with P2P Payments
Learn about the FIS mobile P2P solution in a detailed session that covers how the solution works, and how it can generate profit for you. This non-core dependent solution is a great way to enter the mobile marketplace.
Please contact InfoShare@fnis.com for registration information.