wednesday – september 4, 2019€¦ · regional sales director [email protected]...

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Tuesday – September 3, 2019

Time Event Location

6:00 PM – 8:00 PM Pre-Registration - Vendor Reception Main Level Patio

Wednesday – September 4, 2019 Time Event Location

7:00 AM – 8:30 AM Breakfast Sponsored by

Ballroom A-B-C

7:00 AM – 8:30 AM Registration Outside Ballroom A-B-C

8:30 AM – 8:45 AM Business Meeting Ballroom A-B-C

8:45 AM – 10:30 AM Vendor Welcome and Introduction A sneak peek at this year’s vendors Ballroom A-B-C

10:30 AM – 10:45 AM Break

Peer Group Sessions – A

10:45 AM – 12:00 PM

Retail Operations Account Opening Automation, Teller Platforms, OFAC, QualiFile Ballroom D

P3: JW - KK Loan Operations/Back Office Commercial Lending Origination & Servicing Strategies (including Baker-Hill)

Saint Nicholas A P3: LM

Risk: Fraud Online, Mobile, Bill Pay, P2P, Debit Card Saint Nicholas B

P3: MW - JO

Technology: Cybersecurity Frameworks, Examiner Expectations, Monitoring and Reporting, Employee Education and Training, Customer Education and Training

Ballroom E

P3: SH - JS

12:00 PM – 1:00 PM Lunch Sponsored by

Ballroom A-B-C

12:30 PM – 1:45 PM Vendor Showcase Vendor Presentations

1:50 PM – 2:25 PM

TECHNOLOGY COMMERCIAL RETAIL RISK/FRAUD/FINANCE IMAGE/PRINTING

Ballroom E

St. Nicholas B St. Nicholas A

Washington City

Herndon Merchants

Ballroom D

2019 Fall Meeting Agenda Omaha, Nebraska

Hilton Omaha September 3-6, 2019

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Wednesday – September 4, 2019 Time Event Location

Vendor Presentations

2:30 PM – 3:05 PM


Herndon

St. Nicholas B St. Nicholas A

Washington City

Ballroom E

Merchants

3:05 PM – 3:15 PM Break

Fiserv Division Updates

3:15 PM – 4:45 PM Fiserv Division Updates: Premier 10 Real-Time Processing & UI Transformation New Online Account Opening (Originate & iLendX) Notifi & Merchant Services

Ballroom A-B-C

4:45 PM – 7:00 PM Reception Co-Hosted by P3 & Fiserv

Main Level Patio

Thursday – September 5, 2019 Time Event Location

7:00 AM – 8:30 AM Breakfast Sponsored by Ballroom A-B-C

Fiserv Division Updates

8:30 AM – 10:30 AM Fiserv Division Updates: Mobile, Retail Online, Architect, Business Online, Commercial Center & Zelle Performance Data Warehouse & Business Analytics 5.0

Ballroom A-B-C

10:30 AM – 10:45 AM Break


10:45 AM – 11:20 AM


Herndon

Ballroom E St. Nicholas A

Washington City COMMERCIAL

RETAIL

Merchants

Ballroom D St. Nicholas B

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Thursday – September 5, 2019 Time Event Location


11:20 AM – 11:55 PM


Herndon St. Nicholas B St. Nicholas A

Washington City COMMERCIAL

RETAIL

Ballroom E

Ballroom D Cozzens

12:00 PM – 1:00 PM Lunch Sponsored by

Ballroom A-B-C

12:30 PM – 1:45 PM Vendor Showcase

1:45 PM – 2:00 PM Vendor Appreciation & Booth Drawings

Peer Group Sessions – B

2:00 PM – 3:00 PM

Risk: Compliance Marijuana Dilemma, Human Trafficking Saint Nicholas A

P3: MW

Debit/Credit Card EFT Providers, EMV, Digital Wallets, In-House ATM, Outsourced ATM

Saint Nicholas B P3: JO

Online Account Opening Platform Options, Deposit, Loan Ballroom D

P3: KK

Technology: Servers, Desktops, Storage and Networking Server16, SQL16, Windows10, Office16, Browsers, Non-Windows Devices

Ballroom E P3: SH - JS

3:00 PM – 3:15 PM Break

Peer Group Sessions - C

3:15 PM – 4:15 PM

Business Banking and Channels Cash Management (ACH, Wires) Ballroom D

P3: MW

Customer Service and Marketing Call Center, Online Chat, 24x7 Coverage, Communication Tools, Social Media

Saint Nicholas A P3: KK

Loan Operations More Discussion on Real-Time Loan Processing, SBA, Participations, Flood, Mortgage Statements, Arrearage Loans, Curtailments

Saint Nicholas B

P3: LM

Technology: Infrastructure and Security CASB, O365, IAM, Single Sign-On, SAML Federation, FWaaS, SaaS, IaaS, DRaaS

Ballroom E P3: SH - JS

4:30 PM – 7:00 PM Open Evening

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Friday – September 6 2019 Time Event Location

7:00 AM – 8:30 AM Breakfast Sponsored by Ballroom A-B-C

8:30 AM – 9:45 AM Strategic Session – FBI Presentation Human Trafficking, Drugs, Gangs Ballroom A-B-C

9:45 AM – 10:00 AM P3 Conference Q&A Ballroom A-B-C

10:00 AM – 10:15 AM Break

Peer Group Sessions - D

10:15 AM – 11:15 AM

Consumer Banking and Channels Online Platforms, Mobile Platforms Ballroom E

P3: JW

Member Choice Member suggestion – Saint Nicholas A

P3:

Branch Modernization ITM, Kiosks, Cash Recycler, Self-Service Tablets Saint Nicholas B

P3: LM - SH

Technology: Emerging Technologies and Threats Zero Trust, Network Access Control, Endpoint Protection , Mobile Workers, Device Management, Mobile Devices, Remote Access

Ballroom D

P3: JS

11:15 AM – 11:30 AM General Session Wrap-Up and P3 Door Prizes Ballroom A-B-C

Future Fall Meeting Dates Hilton Omaha

September 14 – 17, 2020

September 21 – 24, 2021

2019 Fall Meeting Omaha, Nebraska

September 3-6, 2019

VENDOR INFORMATION

Business Track - Commercial/Retail

360 View (Inbusiness Services)

Showcase Table - 21

Presentation Room - Ballroom E

Presentation Time - Thursday 10:45 - 11:20

Contact: Joyce Colin VP National Sales Rep

[email protected]

360 View is the growth platform developed specifically for banks, providing all the tools necessary to maximize your team’s perfor-mance. Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, use ana-lytics to capitalize on cross-sell opportunities and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs. Through compre-hensive customer profiles, real-time reporting, marketing automa-tion and data-driven insights, we empower growth for your organi-zation. Our customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more!


Alkami Technology, Inc.

Showcase Table - 20

Presentation Room - St Nicholas B

Presentation Time - Wednesday 1:50 - 2:25

Contact: Mary Casler Marketing Manager, Events

[email protected]

Alkami Technology, Inc. is a leading provider of cloud-based digital banking solutions. Alkami's solutions deliver bold and innovative digital capabilities to U.S. banks and credit unions. The Alkami Platform enables clients to personalize the digital bank-ing experience for their consumers and businesses and build a thriving and engaged digital community. Alkami's clients benefit from a system architecture of continuous innovation on a single multi-tenant code base for all cli-ents.

Business Track - Risk/Fraud/Finance

Arctic Wolf Networks

Showcase Table - 1

Presentation Room - St Nicholas A


Contact: Lindsay Lightheart Marketing Specialist

[email protected]

About Arctic Wolf: Arctic Wolf Networks provides SOC-as-a-service that is redefining the economics of security. AWN CyberSOC is anchored by Conci-erge Security Engineers and includes 24x7 monitoring, custom alerting and incident investigation and response. There is no hard-ware or software to purchase, and the end-to-end service includes a proprietary cloud-based STEM, threat intelligence subscriptions and all the expertise and tools required. For more information about Arctic Wolf CyberSOC visit www.arcticwolf.com.

Business Track - Technology

Banc Intranets

Showcase Table - 17

Presentation Room - Herndon


Contact: David Daniel EVP

[email protected]

Banc Intranets, LLC is the premier leading provider of Enterprise Content Management solutions used to deploy Intranets, Directors Portals, and Learning Management Solutions to financial institu-tions. Our products are developed by financial industry experts who understand the need for global access to information, regulatory compliance, and the highest level of security for confidential com-munications.


BankTEL

Showcase Table - 2



Contact: Jeff Howell Sales Executive

[email protected]

BankTEL Systems is the industry leader in compliant financial accounting software solutions. We help financial institutions cut costs, improve employee productivity, eliminate paper trails, and automate their internal processes.


Benchmark Technology Group

Showcase Table - 27

Presentation Room -

Presentation Time -

Contact: Joey Jackson VP Cash Automation [email protected]

Benchmark Technology Group is your one-stop shop for branch automation. For over 30 years, Benchmark has assisted banks in migrating to new technologies and business models to offer the consumer best-in-class service and convenience. We have exper-tise in branch cash handling solutions and offer project services that can assist with RDC software conversions, branch software up-grades and installations and more. Contact us today to experience the Benchmark difference and help plan the implementation of your branch transformation.


Fusion CRS Solutions

Showcase Table - 10



Contact: Terry Nelson President & Co-Founder [email protected]

We help banks increase revenue and reduce costs through highly advanced, next generation collection and recovery software togeth-er with professional support services. Through our software solution and services our customers streamline and consolidate collection and recovery operations, increase resource productivity, and pro-duce far superior reporting. We work with our customers to understand their specific collection and recovery operational improvement needs. Through our profes-sional services, we then tailor and configure Fusion CRS to meet those needs. With our unique combination of highly advanced, easi-ly configurable software and very experienced resources, we are able to help our customers achieve their collection and recovery improvement goals and results.


Guardian Analytics

Showcase Table - 25



Contact: Dave Schneiderman Director of Channel Sales

[email protected]

Guardian Analytics is the pioneer and leading provider of behavioral analytics and machine learning solutions for preventing banking fraud and anti-money laundering. Hundreds of financial institutions have standardized on Guardian Analytics’ innovative solutions to mitigate fraud risk and rely on the company to stop the sophisticat-ed criminal attacks targeting retail and commercial banking clients. With Guardian Analytics, financial institutions build trust, increase competitiveness, improve their customer experience, and scale op-erations.

Business Track - Image/Printing

High Cotton USA

Showcase Table - 3

Presentation Room - Washington City


Contact: Jeffrey Reeves Business Development Manager

[email protected]

For over 55 years, High Cotton has delivered client communication solutions. We use the latest technologies to provide our customers peace of mind that their client communications, both electronic and paper, are secure, accurate and delivered on time.


Info-Pro Lender Services

Showcase Table - 4

Presentation Room - Cozzens


Contact: Mark Daniels Senior Vice President of Sales, Marketing, and Account Man-

agement [email protected]

Info-Pro takes “the complex” and make it easy. We collect and inte-grate data from the 25,000+ property tax authorities nationwide into a user-friendly software platform, enabling financial institutions to easily identify property tax delinquencies and pay escrow taxes.


Integrated Legacy Solutions

Showcase Table - 5



Contact: Steve Paradine Regional Sales Director

[email protected]

Integrated Legacy Solutions (ILS) is the premier provider of data migration and image viewing products and services within the finan-cial services industry. With key leaders having more than twenty five years’ experience working with thousands of financial institu-tions to reformat and move their data and images from legacy ar-chives, ILS is able to offer leading edge, one-of-a-kind products and services for data migration, access, research and viewing.


Journey Technology Solutions

Showcase Table - 15



Contact: Arden Sustad Partner

[email protected]

Journey’s solutions Enable Community Banks and include: auto-mated board, enhanced management and peer group reporting as well as analytics with integrated profitability/attrition and optional aggregation. Our solutions are customized and cloud based. Jour-ney customers say: …we now have an analytics advantage…we no longer spend hours creating spreadsheets for management


LSI

Showcase Table - 6



Contact: Benny Johnson Regional Vice President

[email protected]

Customers demand convenience in today's world. Banks utilize LSI's AlwaysLIVE Customer Service Support to provide overflow and after-hour support to their customers at a justifiable cost.


National Business Systems

Showcase Table - 7



Contact: Bob Lane District Manager

[email protected]

National Business Systems, an OSG Company, is recognized as a leader in end-to-end document management services. From secure document storage and archiving to paper scanning and microfilm conversion; from data entry and database management to print and mail and electronic delivery, NBS offers complete document man-agement services.


Newgen Software

Showcase Table - 26



Contact: Pat Howard Regional Sales Manager

[email protected]

Newgen offers a unified configurable solution built on our Business Process Management platform along with our Enterprise Content Management and Customer Communications Management solu-tions. We help over 240 banks streamline account opening, con-sumer and commercial loan origination, trade finance, payments, and compliance & reporting processes. The most common uses of our solution include: • Commercial, Small Business and Consumer Loan Applica-tions, Underwriting and Exception Tracking • Omni-channel Commercial and Consumer deposit account opening (Savings, Deposits, Checking, CD’s, Trust & Wealth Man-agement, etc.) for both online and in the branch. • All available on a single platform, with configurable work-flow and integration into other systems (Premier core, online bank-ing, and any other 3rd party solutions). One system to administer, integrate into, learn and maintain. • The flexibility of our platform allows it to meet all your bank’s needs, now and in the future.


Paladin fs

Showcase Table - 8

Presentation Room - Ballroom D


Contact: Linda Stahl Business Development Executive

[email protected]

Paladin fs is exclusively focused on assisting community banks ne-gotiate fair market contract terms and pricing with Core, IT and fintech suppliers by leveraging the Paladin Blue Book™. Paladin has rebalanced the legacy status quo in critical Core and IT bank-ing contracts, helping financial institutions stand up to the industry supplier oligopoly, reduce business risk and improve profitability.


Peak Consulting

Showcase Table - 9



Contact: Stephanie Murray Marketing Director

[email protected]

Peak Consulting LLC, www.peakconsultingllc.com Institutions are often too busy to fully utilize their entire core invest-ment. Because of this, they often struggle through processes while feeling that there should be an easier way. Peak Consulting has partnered with institutions of all sizes to help them better utilize their Fiserv Premier® core investment. Peak’s consultants are former Fiserv employees that have over 9,000 hours of onsite experience. Peak Consulting has a passion to deliver best in class customer services on deposit and lending solutions, with an attitude of putting the bank first. Our expertise can be used to improve daily tasks by eliminating manual procedures, utilizing new specifications from the most recent releases, finding revenue opportunities, or the roll out and management of new projects. Our combined experience has also led to the development of tools that add tangible value to the acquisition and conversion process, consolidating and simplifying the steps to make it easier to manage. Peak Consultants specialize in training, efficiency analysis, cost savings and revenue growth. For more information, please email Peak at [email protected].


Printmail Solutions

Showcase Table - 11



Contact: Ian Franklin Executive Sales

[email protected]

At PrintMail (with our four fully-redundant locations), our focus is to securely handle financial account information, organize it into state-ments and deliver them to consumers faster, with greater accuracy, and more efficiently, than any institution can do on their own. For over 25 years, we have been the #1 provider of print and electronic statements for banks.


Q2

Showcase Table - 22



Contact: Hannah Poyo Marketing Events Coordinator

[email protected]

Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Since 2004, it has been our mis-sion to build stronger communities by strengthening their financial institutions. Our digital banking solutions for deposits, money move-ment, lending, leasing, security and fraud enable financial institu-tions to deliver a better financial experience to their account hold-ers. Our bank and credit union customers, along with emerging fi-nancial services providers, also benefit from actionable data analyt-ics and access to open technology tools. To learn more about Q2, visit www.q2ebanking.com


Q2 Centrix Solutions

Showcase Table - 23



Contact: Hannah Poyo Marketing Events Coordinator

[email protected]

Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Since 2004, it has been our mis-sion to build stronger communities by strengthening their financial institutions. Our digital banking solutions for deposits, money move-ment, lending, leasing, security and fraud enable financial institu-tions to deliver a better financial experience to their account hold-ers. Our bank and credit union customers, along with emerging fi-nancial services providers, also benefit from actionable data analyt-ics and access to open technology tools. To learn more about Q2, visit www.q2ebanking.com


Quest Analytics

Showcase Table - 12

Presentation Room - Merchants


Contact: Kraig Nellis Senior Sales Executive

[email protected]

Quest Analytics enables community banks to enhance their service and sales culture through our unique blend of 3 key elements: - Daily analytics of the core data and other data sources, to know the customer and to create actionable information to better serve the them - Software tools designed around the user’s role - Relationship building soft skills training for front-line associates focused on developing effective, client-focused conversations


Rick Hebert and Associates

Showcase Table - 13



Contact: Denise Butler Partner

[email protected]

More than expected, More from the core In-house or Serviced Financial Institutions Creative solutions Our engagements typically save over 30% Exceed expectations in every engagement Stop by the booth and ask about: Name, Address, Relationships CIF clean up Module implementation or troubleshooting Project planning and management integration Report Writer Training and Report Assistance


RLR Management Consulting

Showcase Table - 14



Contact: Paul Richardson Senior Consultant

[email protected]

A trusted consultancy and business advisor, RLR’s clientele in-cludes Community & Regional Banks of all sizes. RLR is the indus-try’s longest tenured full-service, nationwide consulting firm servic-ing commercial banks in four primary categories: Technology, Regulatory Compliance, Operations and M&A.


S&P Global Market Intelligence

Showcase Table - 33

Presentation Room - Cozzens


Contact: Jason Routson Sales Director, SNL Banker

[email protected]

Built specifically for community banks and credit unions, SNL Bank-er provides the data, insights and actions to inform your decision making. As a comprehensive business intelligence solution, SNL Banker integrates with your FiServ core, general ledger and any ancillary systems, centralizes it into a data warehouse and provides a reporting platform built for all your staff.


SMA Technologies

Showcase Table - 16

Presentation Room - Merchants


Contact: Emily Canon Marketing Manager

[email protected]

OpCon automation, powered by SMA Technologies helps our cli-ents unlock the potential of their people by automating the repetitive tasks that keep them from more critical work.


Stratis Technologies, Inc.

Showcase Table - 24



Contact: Tim Bode President

[email protected]

Since 1992, Stratis Technologies has helped banks deepen cus-tomer relationships, improve products & services, and enhance profitability. We work with banks to implement best-in-class courte-sy pay programs, and StartFresh Banking®, our best-in-class “second chance” checking solution. No other firm has more experi-ence in the “second chance” space than Stratis. We also represent Econocheck Corporation, The Core Point, and Bank Card Manage-ment Consulting, LLC. BCMC provides financial institutions with the tools and information to build debit and credit card strategies that stand up even in the most challenging environments.


UniLink Inc.

Showcase Table - 18



Contact: Stephen Buschner National Sales Manager [email protected]

UniLink is the largest independent supplier of financial hardware for financial institutions nationwide. With over 30 years of industry ex-perience, our sales consultants and technicians are experts in a wide variety of financial equipment including check scanners, signa-ture pads, photo ID scanners, financial printers, document scan-ners, front counter capture solutions, remote deposit capture solu-tions, and all other financial hardware products. We also provide hardware installation and fulfillment services, con-sumable supplies, repairs, equipment buybacks, and offer an intui-tive online ordering and repair portal. UniLink proudly does busi-ness with over 2,000 financial institutions. Our vendor neutral policy allows us to provide many different products from partner manufac-turers such as Burroughs, Canon, Digital Check, Epson, Panini, Kodak, Panasonic, Fujitsu, Semacon, Topaz and Acuant—just to name a few. We pride ourselves on The UniLink Difference, our “customer first” attitude, which we go the extra mile to do what is best for our cus-tomers and their hardware investment. We focus on providing you with the best products suitable for your footprint at the most com-petitive prices. Discover the UniLink Difference and see what we can do for your financial institution! Contact us to learn more about how UniLink can help your financial institution or visit our website: 800-666-2980 or www.UniLinkinc.com.


vCom Solutions

Showcase Table - 19



Contact: Liz Carroll Director of Business Development

[email protected]

vCom Solutions is a cloud-based software and managed services company focused on helping banks manage IT spend from procure-to-pay. We provide IT lifecycle management solutions to improve visibility and control while decreasing expenses for wireline, mobili-ty, cloud, collaboration, SaaS and hardware technologies. Learn more at vcomsolutions.com.

Vendor Showcase 2019

P3 ATTENDEES Fall 2019

Organization Name City, ST Name Title Email

Amarillo National Bank Amarillo, TX Jason Clements I.T. Solutions [email protected]

Amarillo National Bank Amarillo, TX David London IT Operations Manager [email protected]

Amarillo National Bank Amarillo, TX Jeremy Monteith IT Director/VP [email protected]

Austin Bank Longview, TX John Orr CIO [email protected]

Austin Bank Longview, TX Jeff Sowell Network Support Manager [email protected]

Bank First National Manitowoc, WI Jessica Darmawan SVP - Treasury Management

Bank First National Manitowoc, WI Kelly Fischer Chief Operating Officer [email protected]

Bank First National Manitowoc, WI Matt Longmeyer Information Technology Officer

Bank First National Manitowoc, WI Colton Rabe AVP - Consumer Loan Operations Manager

Bank First National Manitowoc, WI Cheryl Schuh VP - Deposit Operations Manager

Bank First National Manitowoc, WI Scott Tuma Card Operations Manager

Bank of Ann Arbor Ann Arbor, MI Steve Icenogle Banking Systems Administrator [email protected]

Bank of New Hampshire Gilford, NH Eric Carter SVP, Electronic Banking Manager [email protected]

Bank of New Hampshire Gilford, NH Cheri Caruso VP, Senior Project Manager [email protected]

Bank of New Hampshire Laconia, NH Paul Nee SVP, Chief Information Officer [email protected]

Bank of Springfield Springfield, IL Bill Gaske SVP/CIO [email protected]

Bank of Tampa Tampa, FL John Bui Data Center Senior Manager [email protected]

Bank of Tampa Tampa, FL Donovan Glaister VP, Technology Director [email protected]

Bank of Tampa Tampa, FL Heidi Phillips Application Specialist [email protected]

Bank of Utah Ogden, UT Patty Frehner Deposits [email protected]

Bank of Utah Ogden, UT Chris McIntyre IT [email protected]

Bank of Washington Washington, MO Kristen Spaunhorst Product Development Coordinator [email protected]

Bank OZK Little Rock, AR Alex Cravens SVP - Deputy Director of IT - Banking Systems [email protected]

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Bank OZK Little Rock, AR Sheila McKee VP iSeries Core Banking [email protected]

Bank OZK Little Rock, AR Shawn Robertson VP - Windows Core Banking [email protected]

Bank OZK Little Rock, AR Jeff Starke Chief Technology Officer [email protected]

Bank OZK Ozark, AR Regina Barker EVP - Loan Administration [email protected]

Bank OZK Ozark, AR Libby Buck VP - Retail Operations Support [email protected]

Bank OZK Ozark, AR Marisa Doss AVP - Retail Operations Support - System Administration [email protected]

Bank OZK Ozark, AR Tessa Ruston EVP - Digital Services [email protected]

Bank OZK Ozark, AR Lanie Schubarth Systems Administration Officer [email protected]

CB&S Bank Russellville, AL Justin Hof EVP & CIO [email protected]

CB&S Bank Russellville, AL Brad Hornsby Service Desk Analyst [email protected]

Citizens and Farmers Bank Toano, VA Lori Nein Internal Customer Support Manager [email protected]

Citizens Business Bank Rancho Cucamonga, CA Ruben De La Cruz VP, Computer Operations Manager [email protected]

CNB Bank & Trust, NA Carlinville, IL Maureen Oswald Ex. VP/COO [email protected]

CNB Bank & Trust, NA Carlinville, IL Matthew Turley VP / CIO [email protected]

CNB Bank & Trust, NA Clayton, MO Rick Brueggemann VP E-Banking [email protected]

Community First Data Services Cheyenne, WY Brent Burkart SVP/Asst CIO [email protected]

Community First Data Services Cheyenne, WY Steve Griego EVP/CIO [email protected]

Community First Data Services Cheyenne, WY Lauren Vasquez Application Help Desk Support [email protected]

Cornerstone Bank York, NE Jan Bestwick Lending Support Officer [email protected]

Cornerstone Bank York, NE Danielle Cox Depositor Services Officer [email protected]

Cornerstone Bank York, NE Shawn Fowler VP Technology [email protected]

Cornerstone Bank York, NE Marc Haggadone CIO, SVP Correspondent Banking [email protected]

Cornerstone Bank York, NE Leo Kringle SVP, Technology Department Manager [email protected]

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Cornerstone Bank York, NE Karin Newman Electronic Banking Officer [email protected]

Cornerstone Bank York, NE Becky Stuhr VP Electronic Banking [email protected]

Dickinson Financial Corp (Armed Forces Bank) Kansas City, MO Shannon Gilley VP, IT Manager of Business Solutions [email protected]

Farmers & Merchants State Bank Archbold, OH James Burkhart SVP [email protected]

Farmers & Merchants State Bank Archbold, OH Molly Miller VP, Ecommerce Manager [email protected]

FCB Banks Collinsville, IL Eric Hattan IT Manager [email protected]

FCB Banks Swansea, IL Dale Holzinger Project Coordinator [email protected]

First Farmers Bank & Trust Kokomo, IN Timothy Mann IT Administrator [email protected]

First Federal Bank Lake City, FL Wayne Cochran, Jr. EVP & Chief Information Officer [email protected]

First International Bank & Trust Bismarck, ND Melissa Frohlich Digital Banking Manager [email protected]

First International Bank & Trust Bismarck, ND Shannon Hammeren Director of Information Technology [email protected]

First International Bank & Trust Bismarck, ND Tyler Ness Bank Applications Administrator [email protected]

First International Bank & Trust Bismarck, ND Stacy Soldatke Digital Solutions Strategist [email protected]

First International Bank & Trust Fargo, ND Michelle Suedel Loan Systems Administrator [email protected]

First International Bank & Trust Watford City, ND Jada Helfrich Deposit Operations Specialist [email protected]

First Interstate Bank Billings, MT Colter Otwell Loan Operations Data Analytics Specialist [email protected]

First Interstate Bank Billings, MT Kristin Pinter Premier Spec and Integration Manager [email protected]

First Interstate Bank Billings, MT Erin Schmidt Loan Operations Manager [email protected]

First interstate Bank Billings, MT Suzette Vonbergen Business Support Manager [email protected]

First Mid Bank & Trust, N.A. Mattoon, IL Morgan Cornwell Loan Operations Officer [email protected]

First Mid Bank & Trust, N.A. Mattoon, IL Lisa Randall Project Manager [email protected]

First National Bank Alaska Anchorage, AK Alan Dablemont Vice President - Bank Operations Support Director [email protected]

First National Bank Alaska Anchorage, AK Dustin Hofeling Senior Vice President [email protected]

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Five Points Bank Grand Island, NE Jason Amick VP IT [email protected]

Five Points Bank Grand Island, NE LaTonna Brand Sytems [email protected]

Five Points Bank Grand Island, NE Vikki Daily VP of Systems/Operations [email protected]

Five Points Bank Grand Island, NE KIm Wells Systems [email protected]

Frandsen Financial Corporation Arden Hills, MN Noel Anderson Financial Technology Solutions Manager [email protected]

Frandsen Financial Corporation Arden Hills, MN Dave Brown VP, Director of Technology Services [email protected]

Frandsen Financial Corporation Arden Hills, MN Steve Molander CIO [email protected]

Frandsen Financial Corporation Arden Hills, MN Nick Wilcox Senior Applications Systems Analyst [email protected]

Fremont Bank Hayward, CA Phil Grauberger Manager, Banking Systems [email protected]

Home Bank, N.A. Lafayette, LA Judy Breaux VP Deposit Services Manager [email protected]

Home Bank, N.A. Lafayette, LA Linda Jackson VP / Loan Servicing Manager [email protected]

Home Bank, N.A. Lafayette, LA Heidi Montiville VP, Electronic Banking Manager [email protected]

Home Federal Savings Bank Rochester, MN Lyrene Huey VP - Director of Operations [email protected]

Home Federal Savings Bank Rochester, MN Laney Schwinefus Project Manager [email protected]

Kearny Bank Fairfield, NJ Janine Specht 1st VP Business Application/Innovation Officer [email protected]

Legacy National Bank Springdale, AR Matthew Gill VP BSA, Security, Compliance & Loss Prevention [email protected]

Legacy National Bank Springdale, AR Brad Miller VP, IT/Product Delivery [email protected]

Macatawa Bank Holland, MI Mike Shollack CTO, SVP [email protected]

Machias Savings Bank Machias, ME Peter Greene SVP Support Services [email protected]

Machias Savings Bank Machias, ME Lisa Seeley VP Loan Servicing Manager [email protected]

Machias Savings Bank Machias, ME Marilyn Welsch Assistant Software Solutions Administrator [email protected]

Mercantile Bank of Michigan Wyoming, MI Sarah Hodgkins VP System Support Manager [email protected]

MidWestOne Bank Parkersburg, IA Melissa Koop Vice President - Retail Operations [email protected]

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Minnwest Bank Eagan, MN Angie Drew App Analyst III [email protected]

Minnwest Bank Minnetonka, MN Ryan Bleess App Analyst III [email protected]

Minnwest Bank Minnetonka, MN Julie Savageau Director of Information Services [email protected]

MInnwest Bank Montevideo, MN Diane Sachariason Retail Services & Operations Manager [email protected]

Minnwest Bank Montevideo, MN Jonathan Schiller Chief Security Officer [email protected]

Minnwest Bank Redwood Falls, MN Shelley Doering Retail Services and Ops Manager [email protected]

Morton Community Bank Morton, IL Lucio Manzo SVP - IT Core Operations [email protected]

Morton Community Bank Morton, IL Scott Niemeyer Core System Administrator [email protected]

Morton Community Bank Morton, IL Shannon Turner Corporate IT Networks SAN-VM Administrator [email protected]

Nicolet National Bank Green Bay, WI Abbey Baumhardt Treasury Management Operations Supervisor [email protected]

Nicolet National Bank Green Bay, WI Kathy Maronek AVP Operations Officer [email protected]

Nicolet National Bank Green Bay, WI Seth Ollila Vice President of Integration [email protected]

Nicolet National Bank Green Bay, WI Brittney Pecard Loan Operations Team Lead [email protected]

Northwest Bank Spencer, IA Sara Harvey BSA Officer [email protected]

Northwest Bank Spencer, IA Dan Hassman Chief Operations Office, EVP [email protected]

Northwest Bank Spencer, IA Luther Lampert Communication Center Manager, AVP [email protected]

Northwest Financial Corporation Creston, IA Rob Hoffman Computer Operations Manager [email protected]

Northwest Financial Corporation La Vista, NE Pamela Burch Director ITS Product and Service Delivery Manager [email protected]

Northwest Financial Corporation LaVista, NE Julie Black President ITS/Chief Information Officer [email protected]

Northwest Financial Corporation Spencer, IA Nicole Joynt Technical Business Analyst [email protected]

Norway Savings Bank Norway, ME Janel Danforth Retail Strategies Analyst [email protected]

Norway Savings Bank Norway, ME Christine McMann AVP, Senior Loan Operations Analyst [email protected]

Norway Savings Bank Norway, ME Debra McPhail VP/Deposit Operations [email protected]

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Opportunity Bank of Montana Helena, MT Tracy Zepeda SVP/ Chief of Retail [email protected]

Pinnacle Bank Gretna, NE Nancy Melichar SVP, Cashier [email protected]

Pinnacle Bank Lincoln, NE Carolyn Caulkins Vice President [email protected]

Pinnacle Data Services Gretna, NE Sara Bakunas AVP, Branch Services Manager [email protected]

Pinnacle Data Services Gretna, NE Peg Kroeger Director of eBanking [email protected]

Pinnacle Data Services Gretna, NE Mark Kruger President [email protected]

Reliant Bank Franklin, TN Eddie Gammon EVP - Director of Operations [email protected]

Security National Bank Omaha, NE Mike Mann VP Cash Management Operations [email protected]

Security National Bank Omaha, NE Joyce Van Horne CIO [email protected]

South State Bank Orangeburg, SC Randy Blewer SVP [email protected]

South State Bank Orangeburg, SC Crystal Jackson VP - Sr. Consultant, Technology - Enterprise Integration & Architecture [email protected]

Sterling Bank Poplar Bluff, MO Brenda Brown Chief Administrative Officer, Senior Vice President [email protected]

Sterling Bank Poplar Bluff, MO Tom Burns Senior Vice President - Information Technology [email protected]

Sterling Bank Poplar Bluff, MO Jack Connell Vice President - Operations [email protected]

Stock Yards Bank & Trust Louisville, KY Ray Clark VP, Loan Operations Division Manager [email protected]

Stock Yards Bank & Trust Louisville, KY Aprel Doherty Assistant Director of Operations, SVP [email protected]

Stock Yards Bank & Trust Louisville, KY Tina McCune [email protected]

Stock Yards Bank & Trust Louisville, KY Anthony Miles [email protected]

Stockman Bank Miles City, MT Paul Roble CTO [email protected]

Stockman Bank Miles City, MT Bill Zachmann SVP IT Network Services [email protected]

Sunrise Banks St Paul, MN Lori Ericson Sr Business Analyst - Fiserv [email protected]

Sunrise Banks St Paul, MN Jason Scott VP, Regional Market Manager [email protected]

Sunrise Banks St Paul, MN Michelle Walstad VP Director Deposit Services [email protected]

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The First National Bank in Sioux Falls Sioux Falls, SD Yvette Christion Loan Operations Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Sarah Gaul Project Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Kae Klinkenborg Customer Experience Manager -VP [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Myron Linneman Operations Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD John Sackmann I.T. Architect [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Angela Shaw Business Solutions Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Chris Spielmann Systems Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Susie Strande Deposit Services Supervisor [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Ryan Thim Customer Service Manager [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Amanda VanWesten Business Analyst [email protected]

The First National Bank in Sioux Falls Sioux Falls, SD Cindy Wait Application & Operations Manager [email protected]

The Middlefield Banking Company Middlefield, OH Chris Pratt Manager of Customer Service [email protected]

UFS Grafton, WI Eric Fahrendorf Vice President [email protected]

UFS Grafton, WI Dave Harrington Customer Support Manager [email protected]

UFS Grafton, WI Mindy Puckett Manager, Core Technology Services [email protected]

UFS Grafton, WI Nancy Pulizos Relationship Manager [email protected]

UFS Grafton, WI Catie Ter Horst Director of Product & Product Development [email protected]

UFS Grafton, WI Nate TeWinkel Manager, Core Technology [email protected]

UFS Grafton, WI Susan White Relationship Manager [email protected]

UFS Grafton, WI Andrea Zirbes Customer Support Manager [email protected]

Union Bank & Trust Lincoln, NE Drew Brown CIO [email protected]

Union Bank & Trust Lincoln, NE Adam Fousek VP of Engineering [email protected]

Union Bank & Trust Lincoln, NE Sara Hernandez Vice President, Loan Operations [email protected]

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Union Bank & Trust Lincoln, NE Jade Hood Deposit Services Officer [email protected]

Union Bank & Trust Lincoln, NE Kevin Partch System Support Officer [email protected]

Union Bank & Trust Lincoln, NE Melanie Petersen Wholesale Loan Operations Officer [email protected]

Union Bank & Trust Lincoln, NE Zach Schriver Coordinator/BA [email protected]

Union Bank & Trust Lincoln, NE Colbi Schuster Loan Operations Officer [email protected]

Union Bank & Trust Lincoln, NE Travis Sears Vice President of Operations [email protected]

Union Bank & Trust Lincoln, NE Jenny Wulf VP of System Support [email protected]

United Community Bank Auburn, IL Joe Hardway CIO [email protected]

United Community Bank Auburn, IL Zac Heineman Director of IT [email protected]

United Community Bank Auburn, IL Amber King Director of Core Operations [email protected]

United Community Bank Auburn, IL Kyle Massey Senior Systems Admin [email protected]

United Community Bank Blairsville, GA Tonya Kimsey Director of Bank Support [email protected]

United Community Bank Blairsville, GA Lucas Phillips VP, Director of Deposit Operations [email protected]

United Community Bank Greenville, SC Sylvia Weber Director of Loan Application Support [email protected]

West Bank West Des Moines, IA Kinsey Bodensteiner Vice President [email protected]

West Bank West Des Moines, IA Bobbi Jo Kemble Vice President [email protected]

West Bank West Des Moines, IA Jason Nelson First Vice President [email protected]

West Bank West Des Moines, IA Kay Trager Vice President [email protected]

West Bank West Des Moines, IA Han Wu Senior Vice President [email protected]

West Gate Bank Lincoln, NE Lindsay Anderson VP of Information Technology [email protected]

West Gate Bank Lincoln, NE Eric Baumgartner Digital Bank Officer/Branch Manager [email protected]

West Gate Bank Lincoln, NE David Buggeln CIO [email protected]

West Gate Bank Lincoln, NE Nancy Johnson AVP, Consumer Loan Underwriter [email protected]

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West Gate Bank Lincoln, NE Garrett Kraus Credit Analyst/Loan IT Specialist [email protected]

West Gate Bank Lincoln, NE Jeri Williams Loan Operations Manager [email protected]

West Gate Bank Lincoln, NE HolliAnn Zinnecker Customer Contact Center Manager [email protected]

West Suburban Bank Lombard, IL Danielle Budig Vice President [email protected]

West Suburban Bank Lombard, IL Steve Jennrich VP Information Systems [email protected]

Western State Bank West Fargo, ND Sheila Bozovsky Loan Servicing Team Lead [email protected]

Western State Bank West Fargo, ND Miriam Troitte VP Deposit Operations & Electronic Banking Manager [email protected]

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VENDORS Fall 2019

Organization Name Name Title Email Phone

360 View (Inbusiness Services) Joyce Colin VP National Sales Rep [email protected] 201-741-4029

Alkami Technology, Inc Adam Anderson VP, Sales [email protected]

Alkami Technology, Inc Robert Custer Sales Executive [email protected]

Alkami Technology, Inc Dara Povlot [email protected]

Alkami Technology, Inc Nik Prosser Sales Executive [email protected]

Alkami Technology, Inc. Mary Casler Marketing Manager, Events [email protected] 877-725-5264

Arctic Wolf Networks Lindsay Lightheart Marketing Specialist [email protected] 226-686-0968

Arctic Wolf Networks Eddie Perez [email protected]

Arctic Wolf Networks Leif Peterson [email protected]

Arctic Wolf Networks Zach Stover [email protected]

Banc Intranets David Daniel EVP [email protected] 423-926-8527

Bank Card Management Consulting Jason Perkins President [email protected] 303-854-8291

BankTEL Jeff Howell Sales Executive [email protected] 662-570-1160

BankTEL Nathan Turner Chief Customer Officer [email protected] 662-574-2696

Benchmarck Technology Group Stacey Andrick VP of Sales, Software and Services [email protected]

Benchmark Technology Group Joey Jackson VP Cash Automation [email protected] 470-865-6000

Fusion CRS Solutions Terry Nelson President & Co-Founder [email protected] 7047788792

Guardian Analytics Jan Peterson Director of Sales, Central [email protected] (940) 725-3304

Guardian Analytics Dave Schneiderman Director of Channel Sales [email protected] 650.383.9209

High Cotton USA Abby Heinke Marketing Coordinator [email protected] 205.838.2863

High Cotton USA Kelvin Musgrave Senior Business Development Manager [email protected] 4695565005

High Cotton USA Jeffrey Reeves Business Development Manager [email protected] 205-838-2826

High Cotton USA Victoria VanCura Cheif Growth Officer [email protected] 4695565005

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VENDORS Fall 2019

Info-Pro Lender Services Mark Daniels Senior Vice President of Sales, Marketing, and Account Management [email protected] 9203224008

Info-Pro Lender Services Cassie Lowe Account Manager [email protected] 920-322-4034

Info-Pro Lender Services Bob Shifflett Vice President of Sales [email protected] 540-421-6860

Info-Pro Lender Services Kelly Wondra Account Manager [email protected] 920-322-4028

Integrated Legacy Solutions Steve Paradine Regional Sales Director [email protected] 260-413-9573

Journey Technology Solutions Mark Blankespoor Partner [email protected] 6053065557

Journey Technology Solutions Arden Sustad Partner [email protected] 6053065557

LSI Benny Johnson Regional Vice President [email protected] 7205883274

LSI Sam Johnson Sales Manager - Western Region [email protected] 8478442200

National Business Systems Bob Lane District Manager [email protected] 2018711100

Newgen Software Pat Howard Regional Sales Manager [email protected] 469-514-9441

Newgen Software Ankur Rawat Senior Solutions Consultant [email protected] 571-419-2341

Paladin fs Linda Stahl Business Development Executive [email protected] 877-746-4859 x723

Peak Consulting LLC Christine Mollhoff [email protected]

Peak Consulting LLC Stephanie Murray Marketing Director [email protected] 402-432-7480

Peak Consulting LLC Brent Reynolds President/Director of Consulting [email protected] 402-440-4649

PrintMail Solutions Ian Franklin Executive Sales [email protected] 267-968-0952

PrintMail Solutions Bob Key Executive Sales [email protected] 816-665-5600

Q2 Steve Bartels Sr. Director, Solutions Consulting [email protected]

Q2 Bryan Cody Lead Generation Specialist [email protected] 678-772-8384

Q2 Bruce Dragoo Solutions Consultant [email protected]

Q2 John Gernhauser Regional Sales Manager [email protected]

Q2 Justin O'Brien Solutions Consultant [email protected]

Q2 John Reindl Regional Sales Manager [email protected]

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VENDORS Fall 2019

Q2 Jon Reneslacis Sr. Director, Solutions Consulting [email protected]

Q2 Andrea Ulrich Solutions Consultant [email protected]

Q2 Corporate Events Hannah Poyo Tradeshow & Event Planner [email protected] 5126231393

Quest Analytics Kraig Nellis Senior Sales Executive [email protected] 412-738-6565

Rick Hebert and Associates Denise Butler Partner [email protected] 207-604-8919

RLR Management Consulting Mitch Razook President & COO [email protected]

RLR Management Consulting Ruth Razook Founder/CEO [email protected] 7602004800

RLR Management Consulting Paul Richardson Senior Consultant [email protected] 7602004800

S&P Global Market Intelligence Loyal Grimes Sr. Sales Executive [email protected] 434.529.2900

S&P Global Market Intelligence Jason Routson Sales Director, SNL Banker [email protected] 4048492282

SMA Technologies Emily Canon Marketing Manager [email protected] 2813126611

SMA Technologies Bruce Jernell Senior Product Specialist [email protected] 2813126611

SMA Technologies Gillian Smoot Sales Executive [email protected] 2813126611

SMA Technologies Malinda Tyrrell Senior Sales Executive [email protected] 2813126611

Stratis Technologies, Inc. Tim Bode President [email protected] 800-581-1511

UniLink Inc. Stephen Buschner National Sales Manager [email protected] 800-666-2980

vCom Solutions Liz Carroll Director of Business Development [email protected] 503-292-3640

vCom Solutions Molly French Business Development Manager [email protected] 509-869-4233

Page 3 of 3 8/26/2019

wednesday – september 4, 2019€¦ · regional sales director [email protected]...

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