Monday, September 27th |
Tee Time:
12 Noon |
Golf Outing | Shadow Ridge Country Club
- Shadow Ridge is one of the Midwest’s most prestigious golf courses.
- Shuttle from the hotel to the course. (25 minutes).
- 12 Noon Tee Time (18 Holes)
- Four person scramble (no handicaps required)
- Prizes:
- First Place Group
- Second Place Group
- Longest Drive
- Longest Putt
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Not a Golfer?
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If a rain out occurs, please refer to the link above for a list of alternate activities in the Omaha area.
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| 4:00pm-6:00pm |
WebEquity World Class Data Hosting Facility Tour
If you have never toured our data hosting facility, you are missing out on a very impressive data center where over 588 WebEquity customer's system and customer data is hosted. We encourage you to take the tour while you're here for the conference. Simply RSVP in your registration form to attend the tour.
WebEquity Solutions Open House
Come on up to the 10th Floor of our building to see offices we moved to in January 2009. We'll have refreshments and WebEquity staff will give you the grand tour. Whether you're golfing or not, there's plenty of time for you to stop by for a visit. We are in walking distance of the Embassy Suites hotel.
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| 6:00pm-7:30pm |
Welcome Reception
Join WebEquity staff and your friends/peers for drinks and hors d'oeuvres. We will announce the golf prize winners during the reception.
- The Packers-Bears game will be on the big screen @ 7:30pm. You are welcome to enjoy the game.
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Tuesday, September 28th |
| 7:00am-8:00am |
Continental Breakfast and Registration
Prep yourself for a day full of great speakers and content with a good continental breakfast and friendly conversation. |
8:00am-8:10am
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Welcome to the Conference | Doug McGregor, WebEquity CEO
Doug will update you on all the great things we've been up to since we last got together in 2009. |
| 8:10am-8:30am |
WebEquity Product Update and Overview
A brief overview of the latest features in WebEquity. |
8:40am-9:30am
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Best Practices Break Out Sessions I
- Break Out Session 1: Everything you didn't know WebEquity can do for your bank. This session will help you make sure you’re getting the most out of your WebEquity system. We will show you how to "turn on" the cool new features that have been added to the product over the last couple of years and best practices for using these features to further streamline your lending process.
- Break Out Session 2: During this session we will review some of the best practices features of WebEquity for both Agricultural and Commercial credits. We will also look at how to take full advantage of some of the ancillary features that can help streamline your work such as workflow, ticklers and customized credit presentations. You will also learn “real world” best practices from a WebEquity power user.
- Break Out Session 3: The Risk Management Dashboard, which provides a visual tool for portfolio risk management and stress testing, was released in March of this year. During this session you will have an opportunity to see the latest enhancements to this powerful tool and how our customers are utilizing the Dashboard in their institutions.
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| 9:30am-9:45am |
Networking Break
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9:45am-10:45am
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Best Practices Break Out Sessions II
- Break Out Session 4: LOS Systems: Myths & Realities
Neil Stanley | President | Bank Performance Strategies
Facing pressures from problem credits and greater regulatory scrutiny, banks are investing in Loan Origination Systems (LOS) to help better manage the credit analysis and ongoing management of their complex credits (i.e. commercial real estate, commercial and industrial, agriculture, small business loans, etc.). However, Neil Stanley, 25-year banking veteran and industry consultant, has found that many banks have a tough time with software selections and determining what they should really expect out of automating their lending process.
In this session, Neil will share valuable perspectives from his experience and research to help identify the technology “myths” and “realities” by outlining what lenders should expect from an automated LOS. Neil will provide information that will enable a bank to weed through the hype and focus on the things that will actually help leverage technology to gain efficiencies of throughput from your credit professionals. |
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- Break Out Session 5: Loan Pricing: Maximizing profitability and Preparing for the next expansion
Dan Roderick | Managing Director | ProfitStars
What would an increase of 15 basis points in Net Interest Margin mean to your bank? On average, it could mean an additional $475,000 in net interest income per year over the past three years! Loan pricing is the most important decision you make every day but managing risk, staying current with regulatory requirements, maintaining operating efficiency and other pressing matters often distract management attention. How does your organization stay focused on the decision that will have the largest long-term impact on your bank’s financial performance? Learn how to drive profitable volume while also maintaining control, discipline and consistency in your pricing practice.
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Ken Proctor
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Risk is the integral part of banking that drives earnings. High performing financial institutions are those who have embraced and learned to effectively manage risk. In this informative session, participants will get an overview of the key risk issues facing banks today and learn how to establish an effective enterprise risk management program, including:
- Understanding how an institution’s business objectives affect its risk environment
- Practical approaches for assessing and managing risk
- Methods and systems for monitoring and reporting on risk and
- Setting risk management roles, responsibilities and organization.
As former Federal Reserve Chairman Alan Greenspan once noted, “It would be a mistake to conclude that the only way to succeed in banking is through ever greater size and diversity. Indeed, better risk management may be the only truly necessary element of success in banking.”
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| 10:45am-11:00am |
Networking Break |
11:00am-11:50am
Matt Williams
Bob Hallstrom
Tom Gronstal
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Financial Reform Q&A Discussion
- Matt Williams | President | Gothenburg State Bank and ABA Vice Chairman Elect
- Bob Hallstrom | General Counsel | NE Bankers Association
- Tom Gronstal | Superintendent of Banking | IA Division of Banking
The sweeping legislation represents a dramatic rewrite of the rules governing financial service providers and products and will usher in a new era of regulation -- for good and ill.
However, while its core provisions provide needed reform, the bill is overloaded with new rules and restrictions that will result in more than 5,000 pages of new regulations on traditional banks and years of uncertainty as to what the massive new rules will mean.
This session is designed to help you prepare for the onslaught of new rules by generating open dialog with you about the changes and some sage advice for you from our distinguished panel.
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| 11:50pm-12:50pm |
Lunch |
1:00pm-1:45pm
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Guest Speaker | Greg Hahn
Are you ready to laugh? No, we mean REALLY laugh? Then you will be ready for Greg Hahn. Greg has had nine appearances on Comedy Central. He has been on Late Night with Conan O’Brien and he is a regular on the nationally syndicated Bob & Tom Show. Greg also has hundreds of corporate meetings under his belt. You will thoroughly enjoy Greg.
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| 1:45pm-2:00pm |
Networking Break |
2:00pm-3:15pm
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Dr. David Kohl | Ag Economics Professor Emeritus | Virginia Tech
What Does 2011 and Beyond Hold for the Lending Industry?
The good doctor will explore the global and domestic economies with a quick overview and update of what he sees around the corner. He will also share the opinions of lenders from across the country as he has spent time with them in banking schools over the summer.
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