Online Guide - Jack Henry & Associates, Inc.

BANKING EDUCATIONAL CONFERENCE 

OCTOBER 21-24 | GAYLORD PALMS | ORLANDO, FL 

ONLINE SHOW GUIDE

We appreciate the commitment that you and your bank will make to join us at the 2013 Jack Henry Banking ® 

Educational Conference (BEC) and Technology Showcase and we hope this year’s BEC experience will be 

educational and memorable. 

Each year we strive to build upon the previous year’s BEC by listening to your feedback and putting your 

ideas into action. Our ultimate goal is to offer you the products and services that can help you provide better 

customer service, improve operational processes, and enhance your competitive position in the markets you 

serve. This educational conference supports that goal by creating opportunities for you to: 

• Learn from the experts. This year’s agenda offers approximately 150 educational sessions and 

training classes and approximately 30 product demonstrations. 

• Network with your peers. The BEC is the perfect location to exchange ideas and discuss industry 

trends and challenges with hundreds of other bankers and Jack Henry Banking associates. 

• Experience the best in banking technology. Visit the Technology Showcase and investigate 

the business and banking solutions provided by Jack Henry Banking, our strategic partners, 

and select solutions providers. 

We’d like to formally thank you for making plans to join us, for choosing Jack Henry Banking as your 

bank’s primary technology partner, and for your ongoing loyalty to our solutions. Enjoy the conference! 

Tony Wormington 

President, Jack Henry & Associates

table of contents 

GENERAL INFORMATION......................................................... 2 

GUEST SPEAKERS.................................................................. 3 

AGENDA................................................................................ 7 

SESSION DESCRIPTIONS...................................................... 15 

JACK HENRY BANKING SOLUTIONS....................................... 45 

Hotel map......................................................................... 50 

use your smartphone! 

Use your smartphone to complete session surveys! 

Just scan the QR code displayed. 

1

general information 

ALWAYS WEAR YOUR BADGE 

Please remember that you will not be admitted to sessions, receptions, or any other conference events 

without your badge. 

REGISTERED GUESTS 

“Guest” badges will be given at the same time you pick up your registration materials. Guests are required 

to wear their badge for any evening functions they attend and will not be admitted to breakout sessions, 

breakfast, or lunch functions. 

FIRST TIMERS LUNCH 

If this is your first time attending Jack Henry Banking’s Educational Conference and Technology Showcase, 

Tony Wormington would like to invite you to lunch on Tuesday, October 22, 11:50 a.m. – 12:50 p.m. This 

informational lunch will provide you with the opportunity to learn more about JHA and its management team 

as well as gain some helpful hints about everything that our conference has to offer. 

CYBER CAFÉ SERVING COMPLIMENTARY INTERNET ACCESS 

Stop by the Technology Showcase to check your email and print your airline boarding pass. 

ATTIRE FOR THE CONFERENCE 

Business casual is appropriate for all meeting functions. Please remember that the temperature can vary in 

each room. 

PLEASE REMEMBER 

Jack Henry Banking personnel will be on-site. 

2

opening KEYNOTE SPEAKER 

walter bond 

Walter Bond is called “Mr. Accountability” because he forces each one of his listeners to learn to 

be responsible for whatever the situation they are in. Through his programs, workshops, books, 

and CDs, he travels the world teaching that personal accountability, confidence, and success are 

possible for all who desire it; from frontline personnel to the CEO. Walter reveals how to harness 

the power of accountability and become a rock star of your industry. 

A former NBA athlete, Walter rose from being a reserve player coming off the bench to become the first rookie-free 

agent to start for the Dallas Mavericks. This astonishing journey provides the foundation for the principles he teaches 

to help empower people in their own personal journey. Today he is recognized as one of the world’s preeminent 

experts on personal accountability. Walter has impacted hundreds of thousands of people in his rapid rise to the 

top of the speaking industry. 

Walter’s presentations are an experience that audiences have enjoyed worldwide and never forget. These dynamic 

and compelling programs provide both the motivation and the strategies to excel in business and in life. 

3

closing KEYNOTE SPEAKER 

Jeff Havens 

Becoming a More Annoying You! 

I’m sure people have told you how you are and aren’t supposed to behave at work. You probably had a few days of 

training when you started your job. But you’ve never had training quite like this. Because while everyone else gives 

you advice, Jeff Havens will give you the permission to act exactly the way that you want. He knows you don’t value 

the people you work with. You know you don’t value the people you work with. But now it’s time to make sure that 

they know how little you value them. 

In this action-packed, comprehensive hour of awesomeness, you will learn how to irritate everyone you work with 

even better than you already are. Some of the things you’ll learn include: 

• Save all your texting for meetings! 

• How to lie, gossip, shirk, ignore, and blame your way into everyone’s bad graces! 

• Reply all, fail to RSVP, and other ways to frustrate everyone who ever emails you! 

• Dressing like you just don’t care! Why? Because you don’t! 

• How to offer feedback and resolve conflicts in the harsh, grating, and very public way that everyone really likes! 

• And even more stuff that’ll make sure nobody ever invites you to lunch ever, ever again! 

Full of reverse psychology and Jeff’s trademark wit, Becoming a More Annoying You! will help improve your 

professional behavior by encouraging you to engage in all kinds of bad workplace behaviors. This is flat-out the 

most hilarious professional etiquette seminar you’re ever going to attend, filled with all the takeaways and useful 

information of a more straightforward presentation and all the entertainment value of a comedy show. Because 

improving your business doesn’t have to be boring. 

4

guest speaker 

Rita Ramirez 

PP.2 MasterCard EMV and the Future of Commerce 

Thursday, October 24 from 1p.m. – 1:50 p.m. 

Rita Ramirez is Vice President of Emerging Payments for MasterCard Worldwide. She has more than 20 years of 

experience working with technology leaders such as Symbol Technologies, Motorola, ViVOtech, and InfoSpace. 

She has worked with a wide variety of leading financial institutions, major retailers, and processors to implement 

next- generation payment solutions such as mobile and NFC, wallet, POS solutions, PayPass, and bill pay. 

Rita is the founder of the NY Metro Chapter of W.net, a leading non-profit group for women in the payments industry. 

She has also served as a Board Member of the Manhattan Society, raising money for MS, Cancer Care, and 

Junior Achievement. 

Rita is a graduate of Marist College and she lives with her husband in New York City. 

5

AGENDA 

Monday, October 21 

1 p.m. – 3 p.m. 20.22 CIF 20/20 ® National Board Meeting 

CD.17 Core Director ® National Board Meeting 

SL.29 SilverLake System ® National Board Meeting 

3 p.m. – 5 p.m. 20.23 CIF 20/20 National Board w/Regional Officers 

CD.18 Core Director National Board w/Regional Officers 

SL.30 SilverLake National Board w/Regional Officers 

Tuesday, october 22 

8 a.m. – 8:50 a.m. PD.19 Core Director Teller Capture – Product Demonstration 

PD.18 DirectLine Wires and DirectLine International – Product Demonstration 

PD.22 iPay BillSimple Electronic Invoicing– Product Demonstration 

PD.14 iRisk – Credit Risk Automation 

PD.11 jhaCall Center – Product Demonstration 

PD.12 jhaID Scan – Product Demonstration 

PD.16 NetTeller ® iPad Retail Application – Product Demonstration 

PD.24 Relationship Management 101 

PD.7 Synergy Enterprise Content Management Suite – Product Demonstration 

PD.13 Synergy eSign and Synergy iSign – Product Demonstration 

PD.3 Thinking of Moving to SilverLake System? 

PD.6 Vertex Teller Capture – Product Demonstration 

8 a.m. – 9:50 a.m. SL.19 SilverLake 2012 & 2013 Release Items Review – Deposits 

8:50 a.m. – 9 a.m. Break 

9 a.m. – 9:50 a.m. PD.32 Key Trends In Fraud and BSA 

9 a.m. – 10:50 a.m. 20.33 CIF 20/20 Great Lakes Regional 

20.27 CIF 20/20 Midwest South Regional 

20.24 CIF 20/20 Northwest Regional 

20.25 CIF 20/20 Smoky Mountain Regional 

20.26 CIF 20/20 Texas Regional 

CD.19 Core Director Central States Regional 

CD.20 Core Director Eastern Regional 

CD.21 Core Director Great Plains Regional 

CD.22 Core Director Upper Midwest Regional 

SL.32 SilverLake Southern Regional 

SL.33 SilverLake Southwest Regional 

SL.31 SilverLake Western Regional 

9:50 a.m. – 10 a.m. Break 

10 a.m. – 10:50 a.m. PD.21 Cognos 10 – Product Demonstration 

10 a.m. – 11:50 a.m. AK.1 ArgoKeys ® DepositKeys Strategic Planning Session 

20.15 CIF 20/20 2012 & 2013 Release Items Review – Deposits 

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Tuesday, october 22 – continued 

10:50 a.m. – 11 a.m. Break 

11 a.m. – 11:50 a.m. PD.23 ArgoKeys Deposit and Lending Automation 

PD.27 Core Director and jhaPassPort – Product Demonstration 

PD.17 Enterprise Workflow Demonstration 

PD.4 In-House to Outsourced – Benefits Discussion 

PD.15 iRisk – Compliance Risk Automation 

PD.26 iTalk Voice Response 

PD.2 jhaKnow Product Demonstration 

PD.9 jhaPassPort – Product Demonstration 

PD.25 Know-It-All Learning Management Portal 

PD.10 OnBoard Loans – Product Demonstration 

PD.20 Relationship 360 – Product Demonstration 

PD.29 Synergy Myth Busters! 

11:50 a.m. – 12:50 p.m. Box Lunch Purchase 

First Timers Lunch 

1 p.m. – 1:50 p.m. PD.32 Key Trends In Fraud and BSA 

1 p.m. – 2:50 p.m. 20.28 CIF 20/20 Gulf States Regional 

20.29 CIF 20/20 Midwest North Regional 

20.30 CIF 20/20 Northeast Regional 

20.31 CIF 20/20 Northern Illinois Regional 

CD.23 Core Director Caribbean Regional 

CD.24 Core Director Western Regional 

CD.26 Core Director “Don’t Know Which” Regional 

SL.20 SilverLake 2012 & 2013 Release Items Review – Loans 

SL.34 SilverLake Mid-Atlantic Regional 

SL.35 SilverLake Mid-South Regional 

SL.36 SilverLake Mid-States Regional 

SL.37 SilverLake Midwest Regional 

SL.38 SilverLake Northeast Regional 

1 p.m. – 4:50 p.m. AK.3 ArgoKeys LendingKeys Strategic Planning Session 

1:50 p.m. – 2 p.m. Break 

2:50 p.m. – 3 p.m. Break 

3 p.m. – 3:50 p.m. 20.32 CIF 20/20 User Business Meeting 

PD.19 Core Director Teller Capture – Product Demonstration 

CD.25 Core Director User Business Meeting 

PD.18 DirectLine Wires and DirectLine International – Product Demonstration 


PD.22 iPay BillSimple – Product Demonstration 

PD.31 RediVerifi - Make Your Customer Part of Your Fraud Department 


PD.25 Know-It-All Learning Management Portal 

PD.16 NetTeller iPad Retail Application – Product Demonstration 


SL.39 SilverLake User Business Meeting 

PD.7 Synergy Enterprise Content Management Suite – Product Demonstration 

PD.13 Synergy eSign and iSign – Product Demonstration 

3 p.m. – 4:50 p.m. 20.16 CIF 20/20 2012 & 2013 Release Items Review – Loans 

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Tuesday, october 22 – continued 

3:50 p.m. – 4 p.m. Break 

4 p.m. – 4:50 p.m. PD.23 ArgoKeys Deposit and Lending Automation 

PD.21 Cognos 10 – Product Demonstration 







PD.10 OnBoard Loans – Product Demonstration 




5 p.m. – 6 p.m. SL.28 SilverLake Reception 

6 p.m. – 7:30 p.m. Opening General Session 

7:30 p.m. – 9 p.m. Welcome Reception 

Wednesday, october 23 

5:45 a.m. – 6:30 a.m. Run With Jack 

7 a.m. – 7:50 a.m. Breakfast (Included in Registration Fee) 

8 a.m. – 9 a.m. ALL.40 Speed Demo 

9 a.m. – 9:10 a.m. Break 

9:10 a.m. – 10 a.m. CIG.3 4|sight – Implementing New Release Features 

20.5 Ask the Deposit Experts – CIF 20/20 Panel Discussion 

ALL.30 Consolidating Reports With jhaKnow 

CD.11 Core Director Regulatory Update – Panel Discussion 

ALL.38 Developing an Effective Jack Henry Training Program 

ALL.15 Hacking and Malware – Live Demonstration 

IP.2 iPay BillSimple – Electronic Invoicing for Your Small Business Clients 

SL.9 jhaCall Center – Update and Information 

SL.6 SilverLake and OnBoard 

SL.11 SilverLake Enhanced Account Analysis 

SY.4 Synergy Client Networking 

ALL.25 Team-Building 

VT.2 Vertex – Increasing Teller Efficiency 

10 a.m. – 11 a.m. Break in Technology Showcase 

11 a.m. – 11:50 a.m. ALL.2 Advanced Malware Protection 

20.7 Ask the Loan Experts – CIF 20/20 Panel Discussion 

20.17 CIF 20/20 Reports for All Applications 

CD.12 Core Director Suspense Process and Functionality 

ALL.16 Gladiator Managed IT Services – Overview 

All.41 IBM Power System Upgrade 

IS.1 Internet Solutions – Mobile Banking 

ALL.19 Planning for Success and Project Management 

8

wednesday, october 23 – continued 

11 a.m. – 11:50 a.m. ALL.33 Regulatory Update 

SL.13 SilverLake Global Security Menu Templates 

SL.14 SilverLake Guidance Lines – Multi-level Lines of Credit 

SY.3 Synergy Capture – Best Practices 

AK.2 Understanding the Newest Functionality of ArgoKeys DepositKeys 

YH.1 Yellow Hammer BSA – Round Table 

11:50 a.m. – 12:50 p.m. Lunch in Technology Showcase (Included in Registration Fee) 

1 p.m. – 1:50 p.m. CIG.1 4|sight and CIE/EPM – Focus on Development 

SL.7 Ask the Deposit Experts – SilverLake Panel Discussion 

ALL.24 Breach Prevention – Beyond Technology 

20.8 CIF 20/20 Credit Bureau Reporting 

CD.14 Core Director Teller – Focus on Development 

IT.3 Interactive Voice Response – Round Table 

IP.3 iPay Customer Round Table 

PP.3 jhaPassPort Fraud Tools – Workshop 

ALL.17 ProfitStars ® Performance Suite – Overview 

SL.22 SilverLake Loan Support – Hot Topics 

SY.5 Synergy eSign – What’s New in Digital Signing 

AK.4 Understanding the Newest Functionality of ArgoKeys LendingKeys 

YH.3 Yellow Hammer SAR Center 

1 p.m. – 2:50 p.m. 20.15 CIF 20/20 2012 & 2013 Release Items Review – Deposits 

CD.2 Core Director – Adding a New Product Workshop 

1:50 p.m. – 2 p.m. Break 

2 p.m. – 2:50 p.m. SL.8 Ask the Loan Experts – SilverLake Panel Discussion 

ALL.34 Auditing 

ALL.4 Business Writing 

20.12 CIF 20/20 Loan Support – Hot Topics 

ALL.8 Cognos Report Writing – Beginner 

CD.16 Core Director Teller Capture 

ALL.36 Enhancement Submission Process – Focus on Development 

IS.3 Internet Solutions – Q&A 

SY.1 JHA Enterprise Workflow for Synergy 

ALL.20 RemitPlus ® Advanced Lockbox Features – Overview 

ALL.26 Securing, Maintaining, and Growing Your Virtual Environment 

SL.24 SilverLake Trivial Pursuit – Deposits 

SP.1 StreamLine Platform Automation ® – Sticking to the Basics 

SY.7 Understanding eSignature Regulations 

2:50 p.m. – 3 p.m. Break 

3 p.m. – 3:50 p.m. CIG.2 4|sight Open Customer Forum – Panel Discussion 

ALL.3 ALM and Balance Sheet Strategies for the “New Normal” 

20.10 CIF 20/20 – Focus on Development 

20.1 CIF 20/20 Account Analysis 

ALL.7 Cognos Report Writing – Advanced 

CD.3 Core Director & Microsoft Word 

ALL.31 How JHA Office 365 Can Help You 

CD.6 How Well Do You Know jhaPassPort and Core Director? 

IS.2 Internet Solutions – Focus on Development 

PP.5 JHA Payment Processing Solutions ® – Handling a Chargeback 

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wednesday october 23 – continued 

3 p.m. – 3:50 p.m. ALL.14 Learning Management System – Helpful Hints and Tips 


SL.4 SilverLake and Gladiator 

SY.6 Synergy Express Data Center Update 

3 p.m. – 4:50 p.m. IP.7 iPay – Product and Integration Roadmap 

SL.19 SilverLake 2012 & 2013 Release Items Review – Deposits 

3:50 p.m. – 4 p.m. Break 

4 p.m. – 4:50 p.m. ALL.1 2013 IT Regulatory Challenges 

CIG.3 4|sight – Implementing New Release Features 

20.3 CIF 20/20 and Gladiator 

20.20 CIF 20/20 Trivial Pursuit – Loans 


CD.8 Core Director MNTFLD – Round Table 

ALL.23 Establishing an Effective Reward System for Front-Line Employees 

ALL.10 For Clients Portal – New Design Overview 

ALL.13 IT – Round Table 

PP.6 jhaPassPort Technology Roadmap 

ALL.18 Presentation Skills 

SL.12 SilverLake – Focus on Development 


4:50 p.m. – 5 p.m. Break 

5 p.m. – 6 p.m. Q&A with JHA Managers 

6:30 p.m. – 8:30 p.m. Reception/Technology Showcase (Included in Registration Fee) 

Thursday, october 24 

7 a.m. – 7:45 a.m. Breakfast in Technology Showcase (Included in Registration Fee) 

8 a.m. – 8:50 a.m. CIG.1 4|sight and CIE/EPM – Focus on Development 



20.1 CIF 20/20 Account Analysis 

CD.7 Core Director Collateral Module – Little Known Facts 


IP.5 iPay Overview and Highlights 

IT.1 iTalk Conversion – What to Expect 

20.6 CIF 20/20 and OnBoard 



SY.8 Synergy r2013 Product Update 

ALL.27 Xperience Help & Documentation 

8 a.m. – 9:50 a.m. SL.20 SilverLake 2012 & 2013 Release Items Review – Loans 

20.2 CIF 20/20 Advanced Query Workshop 

8:50 a.m. – 9 a.m. Break 

9 a.m. – 9:50 a.m. ALL.4 Business Writing 

20.11 CIF 20/20 Loan Collateral Tracking – Round Table 

ALL.12 IBM POWER7 & V7R1 – Overview 

10

thursday october 24 – continued 

9 a.m. – 9:50 a.m. CIG.4 ImageCenter : Implementing Image ATM Deposits at Your Bank 

SL.16 JHA OutLink Processing Services Update 

ALL.5 Mobile Device Security in a BYOD World (including a mobile 

device hacking demo) 

IS.5 NetTeller and Gladiator – Online Banking Fraud Prevention 

ALL.20 RemitPlus Advanced Lockbox Features – Overview 

SL.15 SilverLake Notice Beautification 

IP.8 The Next Generation of Bill Pay: iPay OneClick 


9 a.m. – 10:50 a.m. CD.1 2013 Core Director Release – Overview 

ALL.28 Centurion – Mock Disaster Drill 

9:50 a.m. – 10 a.m. Break 

10 a.m. – 10:50 a.m. 20.17 CIF 20/20 Reports for All Applications 

IP.6 Considering iPay? 

PP.1 DataNavigator Training – Your Solution to Chargebacks 

ALL.9 Evaluating Your Branch Structure 

ALL.11 For Clients Portal – Round Table 


SL.18 SilverLake Purge Options 


ALL.6 The Benefits of Unified Communication and Collaboration 

SL.1 Thirty-Second Business Decisions 

10 a.m. – 11:50 a.m. 20.16 CIF 20/20 2012 & 2013 Release Items Review – Loans 

SL.2 SilverLake Global Security Planning Workshop 

SL.17 SilverLake Problem Loans – Round Table 

10:50 a.m. – 11 a.m. Break 

11 a.m. – 11:50 a.m. ALL.1 2013 IT Regulatory Challenges 

PD.30 BSA Regulatory Concerns – How Yellow Hammer Can Help 

20.18 CIF 20/20 Trivial Pursuit – Deposits 

CD.15 Core Director Trivial Pursuit – Audit Reporting 


IS.4 Internet Solutions – Success Stories 

ALL.14 Learning Management System – Helpful Hints and Tips 

SY.2 Leveraging Synergy Document Tracking in Your Loan Department 

ALL.22 RemitPlus Medical Lockbox 101 – A Beginner’s Guide to Processing 

SL.5 SilverLake and NetTeller Wires 

SP.1 StreamLine Platform Automation – Sticking to the Basics 

11:50 a.m. – 12:50 p.m. Lunch in Technology Showcase (Included in Registration Fee) 

1 p.m. – 1:50 p.m. 20.4 CIF 20/20 and NetTeller Wires 

20.9 CIF 20/20 Year-End Overview 

CD.4 Core Director COM222 – a Comprehensive Overview of Your Control File 

IP.4 Driving Bill Pay Adoption 

CD.9 How Well Do You Know NetTeller and Core Director? 


IT.2 iTalk Interactive Voice Response – Product Update and Roadmap 



11


1 p.m. – 1:50 p.m. ALL.35 New Regulations Impact on Loan Programs – Panel Discussion 





1 p.m. – 2:50 p.m. SL.3 SilverLake Advanced Query Workshop 

1:50 p.m. – 2 p.m. Break 

2 p.m. – 2:50 p.m. PD.1 Bank Marketing Center – the Online Marketing Portal Design Solution 


20.19 CIF 20/20 Xperience – Focus on Development 

CD.10 Core Director Operator Maintenance Review (MNTOPR) 

ALL.39 Gladiator Enterprise Security Monitoring Annual Update 



ONB.1 Onboard Loans – Update 

SL/20.1 SilverLake and CIF 20/20 – Best Practices Panel 

SL.25 SilverLake Trivial Pursuit – Loans 


YH.2 Yellow Hammer Fraud/EFT/ACH/Wire – Round Table 

2:50 p.m. – 3 p.m. Break 

3 p.m. – 3:50 p.m. ALL.29 Centurion – Moving Your Recovery to the Mountain 

20.13 CIF 20/20 JHA OutLink Processing Services Update 

CD.13 Core Director Systems – Little Known Facts 


PP.4 jhaPassPort Update and Industry Review 

SY.2 Leveraging Synergy Document Tracking in Your Loan Department 

ALL.33 Regulatory Update 

SL.26 SilverLake Xperience Phase 3 

SL.10 SilverLake Year-End Overview 

VT.1 Vertex Teller Automation System – Focus on Development 

3 p.m. – 4:50 p.m. 20.14 CIF 20/20 Problem Loans – Round Table 

ALL.21 RemitPlus – Focus Group 

3:50 p.m. – 4 p.m. Break 

4 p.m. – 4:50 p.m. 20.21 CIF 20/20 Support Update 

CD.5 Core Director – Focus on Development and Support Update 



CIG.4 ImageCenter: Implementing Image ATM Deposits at Your Bank 

ONB.2 OnBoard Loans and OnBoard Deposits – Focus on Development 

ALL.22 RemitPlus Medical Lockbox 101 – A Beginner’s Guide to Processing 

SL.23 SilverLake Support Update 

SL.27 SilverLake Xperience – Focus on Development 


IP.1 The iPay Difference – Operations and Support Update 


12


4:50 p.m. – 5 p.m. Break 

5 p.m. – 6 p.m. Closing General Session 

6:30 p.m. – 10 p.m. Thursday Evening Entertainment 

13

un with Jack! 

benefiting Susan G. Komen 

of Central Florida 

Join Jack Prim, CEO of Jack Henry & Associates, for an early morning, 

three-mile charity run at 5:45 a.m. Wednesday, October 23. For a 

donation of $10, you’ll be able to stretch your legs, get some fresh 

air, and help raise money for a good cause -– breast 

cancer awareness. 

Not a runner? Come walk with us! Debbie Wood, JHA’s General 

Manager of Marketing and Industry Research, will be assembling 

a walking group at the same time for a brisk one-mile walk 

supporting the same cause. 

All participants will receive a free t-shirt with their $10 donation! 

Beverages and snacks will be available. Details of the starting 

location will be provided at a later date. 

14

session descriptions 

20.1 CIF 20/20 ® Account Analysis 

Discover new ways to generate income for your bank by attending this session that will provide an overview of CIF 

20/20 Account Analysis and discuss DDA parameters related to analysis. 

SESSION TYPE: Standard Session 

SKILL LEVEL: Intermediate 

PREREQUISITES: None 

20.2 CIF 20/20 Advanced Query Workshop 

Attendees will work with Query examples in a workshop environment to learn advanced aspects of AS400 Query. This 

class will provide a better understanding of what Query can do to prepare more precise reports. This session is for CIF 

20/20 users only. 

SESSION TYPE: Workshop 

SKILL LEVEL: Expert 

PREREQUISITES: Working knowledge of AS/400 Query 

20.3 CIF 20/20 and Gladiator 

Attendees will learn how CIF 20/20 security settings and other menu options coordinate with Gladiator to provide 

functional security monitoring. This session will discuss security, monitoring, and interfacing. 

SESSION TYPE: Cross-Product Session 

SKILL LEVEL: All 


20.4 CIF 20/20 and NetTeller ® Wires 

Enhance your knowledge of how CIF 20/20 and NetTeller work together to deliver seamless wire functionality. 




20.5 Ask the Deposit Experts – CIF 20/20 Panel Discussion 

In this session, CIF 20/20 deposit experts from our support, technology services, and education departments will be 

available to take questions. Pre-submitted questions are requested and these will be addressed at the beginning of 

the session. Please submit questions to kia@jackhenry.com prior to the conference. 

SESSION TYPE: Panel Discussion 



20.6 CIF 20/20 and OnBoard Loans 

This joint session will present an overview of the OnBoard Loans platform system and its seamless integration with the 

CIF 20/20 system. 


SKILL LEVEL: Basic 


15

20.7 Ask the Loan Experts – CIF 20/20 Panel Discussion 

In this session, you will have the opportunity to ask questions to loan experts from our support, technology services, 

and education departments. Pre-submitted questions are requested and these will be addressed at the beginning of 






This session will provide an overview of the Credit Bureau Reporting functionality in CIF 20/20. It will also discuss 

additional reporting options. 




20.9 CIF 20/20 Year-End Overview 

Get a jumpstart on year-end activities in this session, which will highlight some of the important parameters and 

changes for EOY 2013. This session is for CIF 20/20 users only. 




20.10 CIF 20/20 – Focus on Development 

Join us for an overview of CIF 20/20. Topics will include product direction, challenges, and successes. This session will 

discuss ESP, regulatory concerns, new technology, and more. 

SESSION TYPE: Product Update/Product Roadmap Session 



20.11 CIF 20/20 Loan Collateral Tracking – Round Table 

This round table session is tailored to employees who set up and/or track officer exceptions, recorded documents, and 

documents expiring in the future. Discussions will include different ways to track documents, as well as what reports 

are available. 

SESSION TYPE: Round Table Session 



20.12 CIF 20/20 Loan Support – Hot Topics 

In this session, you will learn tips and hear how-to information from our CIF 20/20 support team on a wide variety of 

loan topics. 




20.13 CIF 20/20 JHA Outlink Processing Services Update 

Join us for an update on JHA OutLink Processing Services, where we will discuss new/upcoming products and services, 

disaster recovery testing, and new ideas. This session will cover the effects of data center consolidation in Charlotte, 

remote keying/balancing and its benefits, and statement production enhancements. This session is for CIF 20/20 users 

and will be most beneficial to existing OutLink clients. 



PREREQUISITES: CIF 20/20 OutLink Customers 

16

20.14 CIF 20/20 Problem Loans – Round Table 

Following an overview of current system functionality for problem loans, including an overview of Shadow accounting 

features and a sneak peek at upcoming enhancements to Shadow, four topics related to problem loans will be 

provided for discussion in this session. Please come expecting to participate in a panel discussion and share ideas with 

your fellow bankers. 




20.15 CIF 20/20 2012 & 2013 Release Items Review – Deposits 

During this session, we will take a look at some of the top enhancements to the deposit and time deposit 

applications, as well as other miscellaneous applications. 

SESSION TYPE: Enhancement Session 



20.16 CIF 20/20 2012 & 2013 Release Items Review – Loans 

This session will look at some of the top enhancements to the loan and other miscellaneous applications 

of the CIF 20/20 system. 




20.17 CIF 20/20 Reports for All Applications 

During this session, you will discover ways to access and search for report information as well as how 

CIF 20/20 works with canned and interactive reports. 




20.18 CIF 20/20 Trivial Pursuit – Deposits 

Bring your phone or wireless device to this interactive session! Find out how much you and your peers 

know about CIF 20/20 deposits as you race to vote on the correct answers. 

SESSION TYPE: Other 



20.19 CIF 20/20 Xperience – Focus on Development 

This session will review the present state and future direction of CIF 20/20 Xperience. You will have the opportunity to 

receive information and provide feedback on new features before they are available. 




20.20 CIF 20/20 Trivial Pursuit – Loans 

Bring your phone or wireless device to this interactive session! Find out how much you and your peers know about 

CIF 20/20 loans as you race to vote on the correct answers. 




17

20.21 CIF 20/20 Support Update 

Learn what the CIF 20/20 support team has been doing for you over the past year, and what might be changing in 

the department. 




20.22 CIF 20/20 National Board Meeting 

This is a meeting of the CIF 20/20 National Board. This is for board members only. 

20.23 CIF 20/20 National Board w/Regional Officers 

This is a meeting of the CIF 20/20 National Board and all Regional Officers. This is for board members only. 

20.24 CIF 20/20 Northwest Regional 

This is a meeting of the Northwest Regional User Group. 

20.25 CIF 20/20 Smoky Mountain Regional 

This is a meeting of the Smoky Mountain Regional User Group. 

20.26 CIF 20/20 Texas Regional 

This is a meeting of the Texas Regional User Group. 

20.27 CIF 20/20 Midwest South Regional 

This is a meeting of the Midwest South Regional User Group. 

20.28 CIF 20/20 Gulf States Regional 

This is a meeting for the Gulf States Regional User Group. 

20.29 CIF 20/20 Midwest North Regional 

This is a meeting for the Midwest North Regional User Group. 

20.30 CIF 20/20 Northeast Regional 

This is a meeting for the Northeast Regional User Group. 

20.31 CIF 20/20 Northern Illinois Regional 

This is a meeting for the Northern Illinois Regional User Group. 

20.32 CIF 20/20 User Business Meeting 

This is a business meeting open to all CIF 20/20 users with the national and regional boards. 

20.33 -CIF 20/20 Great Lakes Regional 

This is a meeting of the Great Lakes Regional Group. 

AK.1 ArgoKeys ® DepositKeys Strategic Planning Session 

In this session, the ArgoKeys team will provide an overview of new and future enhancements, and will facilitate 

discussions of items under consideration for the next development cycle. You will have the opportunity to present 

your ideas for product enhancements and to receive real-time feedback from members of the ArgoKeys team in an 

open forum. Participants are encouraged to submit ideas early via ESP. This is a two-part product update session, 

intended for SilverLake System ® users only. 




AK.2 Understanding the Newest Functionality of 

ArgoKeys DepositKeys 

Join us for highlights of our 2014 release! This session will cover ArgoKeys DepositKeys and will explain how the new 

functions can be used at your bank. 




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AK.3 ArgoKeys LendingKeys Strategic Planning Session 

In this session, the ArgoKeys team will provide an overview of new and future enhancements, and will facilitate 

discussions of items under consideration for the next development cycle. You will have the opportunity to present 

your ideas for product enhancements and to receive real-time feedback from members of the ArgoKeys team in an 

open forum. Participants are encouraged to submit ideas early via ESP. This is a four-part product update session, 

intended for SilverLake System users only. 




AK.4 Understanding the Newest Functionality of 

ArgoKeys LendingKeys 

Join us for highlights of our 2014 release! This session will cover ArgoKeys LendingKeys and will explain how the new 

functions can be used at your bank. 




ALL.1 2013 IT Regulatory Challenges 

This session will address current hot topics and challenges that banks are facing, including managing risk, meeting 

industry standards and regulatory directives for IT, and information security initiatives. Attend this session to explore 

the mobile delivery channel, social media communication, and threats to the security of online banking transactions. 

You will also learn about activities to support successful deployment and ongoing management. 




ALL.2 Advanced Malware Protection 

Attendees will learn about advanced cloud-based technology and dynamic threat intelligence used to combat modern 

malware and advanced threats to networks. 





This session will take a look at core deposit behaviors, methods for hedging interest rate risk, and macroeconomic 

trends. It will touch on key regulatory concerns for bank examiners and will challenge broadly accepted views of 

interest rate risk that have not been tested since the savings and loan crisis. 




ALL.4 Business Writing 

This session will teach you how to adopt the writing strategies necessary to acquire and retain the attention of the 

people with whom you communicate. You will learn how to communicate clearly, correctly, and concisely. 




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ALL.5 Mobile Device Security in a BYOD World (including a mobile 

device hacking demo) 

A growing majority of IT decision-makers these days believe that employees bringing their own mobile devices to use 

at work (BYOD) increases worker productivity and job satisfaction. This brings new risks and challenges to the office, 

as well as a whole new suite of products on the market that hope to meet those challenges. Please join us for this 

session where address mobile device security risk and solutions. We will also demo hacking a mobile device live using 

current exploit methodologies. 




ALL.6 The Benefits of Unified Communication and Collaboration 

This session will provide an understanding of how current communication infrastructure is often limited in its ability 

to grow with a bank’s needs. With a unified communications infrastructure in place, banks can see multiple benefits – 

including reduced costs and increased productivity and efficiency. We will discuss advanced capabilities like presence, 

mobile communications, and call centers. 




ALL.7 Cognos Report Writing – Advanced 

This session will focus on some of the more robust functionalities of Cognos 10 . We will discuss complex filtering, 

complex calculations, and bursting reports. 



PREREQUISITES: Basic Knowledge of Cognos 

ALL.8 Cognos Report Writing – Beginner 

During this session, we will cover the basics on creating a report, from start to finish, using the report writing 

software Cognos 10. 





In this session, we will discuss how to review your branch structure for potential consolidation. We will touch on 

industry trends, key factors in evaluating branch performance, and will help you determine your optimal branch 

network size. 





For Clients is a complimentary support tool provided to keep a broad range of information at your fingertips, and to 

provide a secure, Web-based system to request support from JHA. Over the past year, the portal support team has 

been working diligently with the For Clients Advisory Board to incorporate your feedback into a newly redesigned and 

user-friendly website. In this session, we will provide an overview of the new design and reveal exciting features to 

help you get the most out of your next visit to the site. 




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ALL.11 For Clients Portal – Round Table 

This session will provide an informal venue for feedback related to the For Clients site. Representatives will be 

soliciting feedback on current functionality and suggestions for future enhancements. 





This session will provide an overview of the latest hardware enhancements to the IBM Power Systems as well as some 

of the most beneficial features available in V7R1. 





During this session, we will discuss a variety of IT-related topics. Topics include virtualization, network maintenance 

and administration, backups, disaster recovery, network security, virtual desktops, ad WAN compression tools. Topics 

will be determined based upon the audience. 




ALL.14 Learning Management System – Helpful Hints and Tips 

In addition to the basic navigation of the Learning Management System (LMS), this session will introduce features 

that you may not be using. We will discuss some new functionality and ways to use the LMS to enhance the training 

experience for your end users. 





In this session, the security experts from Gladiator will host a live hacking performance, breaking into their peers’ 

computers, demonstrating the methods and capabilities of modern malware and cyber-criminals. 





In this session, you will learn how Gladiator Managed IT Services can assist with the day-to-day burden of critical 

infrastructure management and maintenance, allowing you to focus on more strategic projects that drive the business 

forward. We will discuss how Gladiator can improve efficiency, streamline operations, reduce cost, and leverage the 

latest technologies to deliver new services, and improve customer satisfaction. 




ALL.17 ProfitStars ® Performance Suite – Overview 

The ProfitStars Performance Suite has more than 2,000 clients and offers a complete set of financial solutions for your 

bank. If your bank could use help with ALM, profitability or pricing, we encourage you to attend this session to hear 

about this product suite. 




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This session will help you understand the basics of presenting and will help you overcome the fears you may have of 

public speaking. 





In this session, we will discuss project management, project management templates, the structured planning process, 

and ways to increase the probability of project success. 




ALL.20 RemitPlus ® Advanced Lockbox Features – Overview 

This session will provide a detailed overview of how advanced lockbox features, such as accounts receivable 

aggregation, remote scanning, and distributive services, can grow your treasury customer service offering 




ALL.21 RemitPlus – Focus Group 

In this session, you will have the opportunity to exchange information and experiences with other product users as 

well as share product feedback directly with the RemitPlus management team. In addition to previewing new features 

and our product roadmap, this focus group will allow current customers to communicate desired system modifications 

and enhancements and suggestions to improve education, documentation, support, and user communication. 




ALL.22 RemitPlus Medical Lockbox 101 – A Beginner’s Guide 

to Processing 

In this session, you will learn how to provide revenue cycle management and healthcare lockbox services to your 

hospitals, clinics, and practitioners. You will also learn where to start, how to locate potential customers, and what to 

charge for the service. 




ALL.23 Establishing an Effective Reward System for 

Front-Line Employees 

This session will focus on attracting and retaining talented employees by establishing a reward system. We will discuss 

the concept of a balance scorecard, common pitfalls of reward systems, and how to align bank objectives with 

employee objectives. 




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ALL.24 Breach Prevention – Beyond Technology 

In this session, Gladiator security and compliance experts will address human-related vulnerabilities. We will help 

banks understand how to evaluate defense in-depth controls that are effective without adversely affecting an 

employee’s productivity. We will discuss security, social engineering, and awareness. 





This session draws on the importance of good team-building skills – how to unite employees around a common goal. 

This exercise is designed to provide attendees with the skills necessary to create an exceptional team dynamic and to 

be a successful team member. 




ALL.26 Securing, Maintaining, and Growing Your Virtual 

Environment 

This session will provide an understanding of how to maintain a virtual environment, how to proactively plan the 

growth of virtual environments (both technically and fiscally), and how to secure a virtual environment. Specifically, 

we will cover day-to-day administration activities of the virtual environment, key concepts and ideas, and the overall 

benefits of a virtual desktop environment. 





In this session, you will learn how to access, navigate, and search for information in the new Xperience Help System 

(XHS). This session will also discuss what information tools are available, and how these tools differ from current help 

systems. Additionally, you will hear our long-term vision for documentation in Xperience. 




ALL.28 Centurion – Mock Disaster Drill 

Attend this interactive session to walk through a real-life disaster and work in a small group to make important 

decisions before and after the disaster. 




ALL.29 Centurion – Moving Your Recovery to the Mountain 

In this session, we will discuss the various options of recovery times and strategies that we now offer in Branson, Mo. 

(the Mountain). Find out how your recovery times can decrease from one to three days to one to three hours. This 

session is for SilverLake and CIF 20/20 users only. 



PREREQUISITES: SilverLake and CIF 20/20 Users Only 

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This session will you learn how to build and consolidate multiple reports into one report with jhaKnow, while 

providing many different views of the data. 





Simplify your email solution by partnering with Jack Henry & Associates, Inc. ® and Microsoft ® . This session will explain 

how JHA Office 365 can free up your time and increase the efficiency of your employees. 




ALL.33 Regulatory Update 

Learn which regulations have impacted Jack Henry & Associates, and what has been implemented in response to 

ensure products and services meet regulatory requirements. 





If Jack Henry & Associates is a material vendor to your institution, come find out what resources are available to your 

financial institution to meet your regulatory responsibilities. 




ALL.35 New Regulations Impact on Loan Programs – Panel 

Discussion 

A large number of regulations are rolling out in 2013 & 2014 that impact lending. In this session, you will be able to 

discuss how these regulations may impact your institution. Use this opportunity to share ideas and see how others are 

dealing with these new requirements. 





If you want to present a concern and/or idea to JHA, join us for a discussion about the Enhancement Submission 

Process (ESP)! This session will begin with an overview of the process, including an outline of the different (or 

concurrent) activities that take place. Learn the qualities of a good enhancement request and tips that can make it 

more appealing. 




ALL.38 Developing an Effective Jack Henry Training Program 

In this session, you will learn how to create a training program for new hires and how to keep current staff trained on 

new enhancements. You will also hear tips from fellow bankers on how they have integrated Jack Henry training tools 

into their education programs. 




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ALL.39 Gladiator Enterprise Security Monitoring Annual Update 

Current and prospective clients of the Gladiator Enterprise Security Monitoring service are invited to discuss the latest 

updates and interactive features of ESM. Questions about the development roadmap are welcome. 




ALL.40 Speed Demo 

This fun and interactive session is filled with information about several of JHA’s hottest products and will entertain you 

and jump start your day of learning. Join the crowd as we choose the winning presentations and compete for several 

great prizes. 

All.41 IBM Power System Upgrade 

Attend this session to discuss the upgrades and changes that will accompany IBM Version 7.1! You will also learn 

how to plan for the upgrade and required PTF levels, as well as Windows 8 support for client access. 




CD.1 2013 Core Director ® Release – Overview 

This two-hour session will cover the items in the 2013 Core Director Release. 




CD.2 Core Director – Adding a New Product Workshop 

In this two-hour workshop, you will learn about the various aspects of adding a new product through Core Director 

Product Definition, the structure of a product, setting up defaults, and Add and Inquiry versions. 




CD.3 Core Director & Microsoft Word 

During this session, you will learn the benefits of using a Microsoft Word statement or notice instead of canned 

statements or notices, as well as how to customize a Microsoft Word statement or notice. 




CD.4 Core Director COM222 – a Comprehensive Overview of Your 

Control File 

This session is intended to help explain the more than 1,000 fields in the bank control file. You will learn about 

different module control files, how the various control files affect the bank and day-to-day operations, and possible 

efficiencies or improvements that can be found through COM222. 




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CD.5 Core Director – Focus on Development and Support Update 

This session will discuss future enhancements to Core Director as well as provide an update from 

customer service. 




CD.6 How Well Do You Know jhaPassPort and Core Director? 

This session will help you better understand the seamless integration between Core Director and jhaPassPort and will 

teach you how to maximize the functionality between the two products. 




CD.7 Core Director Collateral Module – Little Known Facts 

This session will detail the use of the collateral module in Core Director – specifically, adding collateral accounts, 

collateral module fields, and linking collateral and loans. 




CD.8 Core Director MNTFLD – Round Table 

In this session, Core Director MNTFLD users will share ideas for the cleanup of MNTFLD. Please come prepared to 

participate and share ideas with your fellow bankers. 




CD.9 How Well Do You Know NetTeller and Core Director? 

This session will provide attendees with a better understanding of the seamless integration between 

NetTeller and Core Director, and will also provide you with the ability to maximize functionality between 

the two products. 




CD.10 Core Director Operator Maintenance Review (MNTOPR) 

This session will review the current functionality of MNTOPR and discuss possible future enhancements in the face of 

increasing regulatory scrutiny. Attendees will learn about real-life examples and various settings controls. 




CD.11 Core Director Regulatory Update – Panel Discussion 

In this session, panelists will discuss ongoing and emerging regulatory and compliance issues. Participants are 

encouraged to share their experiences. 




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CD.12 Core Director Suspense Process and Functionality 

This session will explain the suspense process and ways to make it more efficient, resulting in fewer mistakes that may 

affect your customers. 




CD.13 Core Director Systems – Little Known Facts 

This session will provide a deeper understanding of how systems-related issues can affect the institution (for example 

– printing and active directory). Specifically, this session will discuss tips on printing and setting up printers, updating 

software, active directory, and archiving. 




CD.14 Core Director Teller – Focus on Development 

Core Director Teller supports every aspect of teller operations. It provides the tools necessary to improve the speed 

and accuracy of transaction processing, increase operating efficiencies, enhance customer service, and reduce fraud. 

This session will discuss future enhancements to Core Director Teller. 




CD.15 Core Director Trivial Pursuit – Audit Reporting 

This one-hour game show session will take the audit discussion to the next level! Bring your phone or wireless device 

to this interactive session and find out how much you and your peers know about the 

system as you race to vote on the correct answers. 




CD.16 Core Director Teller Capture 

This session will explain what Teller Capture is and will define its benefits. 




CD.17 Core Director National Board Meeting 

This is a meeting of the Core Director National Board. This is for national board members only. 

CD.18 Core Director National Board w/Regional Officers 

This is a meeting of the Core Director National Board and all Regional Officers. This for board members only. 

CD.19 Core Director Central States Regional 

This is a meeting of the Central States User Group. 

CD.20 Core Director Eastern Regional 

This is a meeting of the Eastern Regional User Group. 

CD.21 Core Director Great Plains Regional 

This is a meeting of the Great Plains Regional User Group. 

CD.22 Core Director Upper Midwest Regional 

This is a meeting of the Upper Midwest Regional User Group. 

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CD.23 Core Director Caribbean Regional 

This is a meeting for the Caribbean Regional User Group. 

CD.24 Core Director Western Regional 

This is a meeting for the Western Regional User Group. 

CD.25 Core Director User Business Meeting 

This is a business meeting open to all Core Director users with the national and regional boards. 

CD.26 Core Director “Don’t Know Which” Regional 

Not sure which regional group you should attend? This is a meeting for all attendees who are not associated with a 

specific regional group. 

CIG.1 4|sight and CIE/EPM – Focus on Development 

Join us to learn what’s new in the 4|sight 2013 release and what’s just around the corner. This session will examine 

new features and technologies available in 4|sight and its Check Image Exchange/Exception Processing module, and 

will provide a roadmap of future enhancements in 2014. 




CIG.2 4|sight Open Customer Forum – Panel Discussion 

Check Imaging Group (CIG) customers are invited to meet with CIG managers for this panel Q&A. There will be a 

short CIG status update, but the majority of this session is devoted to open discussion. Questions from the floor 

regarding 4|sight and Check Image Exchange are welcome. 




CIG.3 4|sight – Implementing New Release Features 

This session will review new features, functions, and operational considerations in the 4|sight 2012/2013 and Check 

Image Exchange 2012/2013 releases for current 4|sight customers. 




CIG.4 ImageCenter: Implementing Image ATM Deposits at Your 

Bank 

ImageCenter provides deposit reconciliation, automated balancing, courier management, fraud detection and 

prevention, report and audit trail generation, and more. This session will discuss the importance of ImageCenter, 

what it may mean to your bank, and how Jack Henry Banking can help. Implementation requires 4|sight, jhaPassPort 

Switch, and either CIF 20/20 or SilverLake System. 




IP.1 The iPay Difference – Operations and Support Update 

In this session, you will be introduced to the iPay Solutions support teams. You will learn about continuous process 

improvements, iPay education updates, and iPay and the CRM role. 




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IP.2 iPay BillSimple – Electronic Invoicing for Your Small 

Business Clients 

iPay’s new and improved invoicing and receivables management product, BillSimple, will be demonstrated during this 

product demo session. We will show how BillSimple has simplified the billing process with easy-to-use online tools 

and will explain how to send invoices electronically, set up secure payment websites, and view customer activity. 

SESSION TYPE: Product Demo/Sales Presentation 



IP.3 iPay Customer Round Table 

Don’t miss this chance to share candid comments with the iPay leadership team and industry peers! This session will 

be an open discussion. Participation is expected. 




IP.4 Driving Bill Pay Adoption 

During this session, the presenters will highlight the wealth of marketing resources available through the iPay 

Resource Center, an online portal that contains various white-labeled marketing materials designed to drive 

enrollments and usage of online bill pay. 




IP.5 iPay Overview and Highlights 

Join iPay’s group president in a discussion of highlights from FY13 as well as key FY14 initiatives. 




IP.6 Considering iPay? 

Is it time to consider a new bill pay platform for your bank? Join us for an iPay networking round table discussion for 

clients who do not currently use iPay. This open-ended conversation will help you find out if iPay’s market-leading 

suite of bill pay solutions is a good fit for you. 




IP.7 iPay – Product and Integration Roadmap 

In this session, iPay will provide an update of the product accomplishments for FY13 and will discuss the product/ 

integration enhancements available within the next year. Attendees will gain overall knowledge of iPay’s product/ 

integration direction and strategy. 




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IP.8 The Next Generation of Bill Pay: iPay OneClick 

This session will explore the revamped, state-of-the-art consumer bill payment solution from iPay. The iPay team will 

provide a detailed overview of the next generation consumer bill pay product and will highlight new navigation flows, 

changes in functionality, and branding capabilities. 




IS.1 Internet Solutions – Mobile Banking 

In this session, you’ll take a look at how mobile banking is growing and its benefits to your customers. Learn all about 

goDough ® Mobile Banking and how it fits into the continuously evolving world of technology. 




IS.2 Internet Solutions – Focus on Development 

This session will discuss new NetTeller enhancements as well as provide an update on NetTeller since last year’s BEC. 




IS.3 Internet Solutions – Q&A 

Join us in this open NetTeller Q&A discussion! Questions from the floor are welcome. 




IS.4 Internet Solutions – Success Stories 

A solution only works if your customers use it. Listen and learn as we discuss specific strategies you can utilize to 

implement Internet Solutions products to the fullest. Get real-life examples on how to make your Internet Solutions 

investment a success. 




IS.5 NetTeller and Gladiator – Online Banking Fraud Prevention 

Attendees will learn how NetTeller security settings and other NetTeller and cash management menu options 

coordinate with Gladiator to provide functional security monitoring. We will discuss online fraud trends and 

recommendations for general fraud prevention and protection strategies. 




IT.1 iTalk Conversion – What to Expect 

This session will provide an overview of an iTalk conversion. iTalk is a very flexible product, with several implementation 

options, such as hosting or in-house, as well as technical options like virtualization and VoIP. You will learn about 

these options as well as migration strategies and tips. 




30

IT.2 iTalk Interactive Voice Response – Product Update 

and Roadmap 

Learn about the latest iTalk updates, what’s coming soon, and future concepts. This session will also discuss 

near-term and long-term direction for SilverLake, CIF 20/20, and Core Director customers. 




IT.3 Interactive Voice Response – Round Table 

This session will be an opportunity for banks that provide IVR services to their customers to participate in a round 

table discussion about the future of IVR. Topics include usage trends, current and future services offered by IVR, and 

in-house and outsourced considerations. Any bank using any IVR product is invited to participate in the discussion. 

InTouch and iTalk product managers will be on-hand during the discussion. 




ONB.1 Onboard Loans – Update 

Get the most out of your OnBoard Loans system by learning about the features that have been added since the last 

conference and how you can implement these features at your bank for added efficiency. This session is for SilverLake 

System and CIF 20/20 users only. 




ONB.2 OnBoard Loans and OnBoard Deposits – Focus on 

Development 

This session will provide the latest information on our newest loan and deposit platform systems for CIF 20/20 and 

SilverLake. We will review current product status, the latest developments, and projected product enhancements. 




PD.1 Bank Marketing Center – the Online Marketing Portal 

Design Solution 

In this session, we will demonstrate the online marketing portal that will allow you to design all of your advertising 

campaigns and marketing collateral with a new selection of compliance pieces. 





jhaKnow is a SilverLake System data warehousing and reporting platform. Using industry-standard tools, this 

application integrates data from your core system and from select JHA complementary products. jhaKnow is designed 

for customization and the inclusion of data from third-party products, creating an environment for customer-specific 

reporting as well as business data trending and monitoring of key performance measurements. Join us in this session 

for a more detailed product overview and product demonstration. 




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This session will explore some of the major functional differences between CIF 20/20 and SilverLake. 





This session will explore the various benefits that institutions enjoy by taking advantage of an outsourced processing 

environment. 





Attend this session to learn how to mitigate fraud, enhance customer service and client retention, support “green IT” 

initiatives, improve float and funds availability, and more. 




PD.7 Synergy Enterprise Content Management (ECM) – 

Product Demonstration 

In this session, you will learn about the Synergy solution and how it can be fully integrated into your core solution for 

managing documents and reports while delivering the flexibility you need to create efficiencies at your bank. Synergy 

Workflow Management , Synergy eSign , and Synergy Document Tracking are among the products that will be 

featured during this session. 





jhaPassPort is known for single-point settlement, high availability, and 24/7 support. jhaPassPort Direct provides card 

management, transaction inquiry, and ATM management. Attend this session to learn what jhaPassPort can do for 

your bank. 




PD.10 OnBoard – Product Demonstration 

This session will highlight the features of OnBoard Loans, the latest loan origination solution. Learn how OnBoard 

handles application tracking, underwriting, needs-analysis, credit bureau checks, document preparation, and loan 

closing and booking. 




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Attend this session for a demonstration of jhaCall Center and to learn about a new level of integration between 

SilverLake System, Synapsys ® , and jhaCall Center that allows you to easily authenticate your 

customer prior to disclosing any sensitive information. 





jhaID Scan automates the capture of ID card images and text, and provides easy data extraction and indexing 

capabilities. Attend this session to learn how this solution provides a simple and intuitive scanning automation. 




PD.13 Synergy eSign and iSign – Product Demonstration 

Synergy eSign leverages state-of-the-art features to offer a secure and convenient digital signature solution. Attend 

this session to explore the Synergy eSign and Synergy iSign solutions and determine if the time is right for your bank 

to make the move. 




PD.14 iRisk – Credit Risk Automation 

In this session, you will be provided with a basic demonstration of the iRisk solution and the automation of credit 

risk management. 





In this session, you will be provided with a basic demonstration of the iRisk solution as well as an understanding of 

managing compliance risk. 




PD.16 NetTeller iPad Retail Application – Product Demonstration 

The NetTeller Online Banking solution introduces the iPad platform available for end-users. This offering magnifies 

the capabilities available through the traditional Internet banking product and provides the convenience of account 

management through the increasingly popular iPad family of devices. Attend this session to learn more. 




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Attend this session to learn how Jack Henry Banking’s new Enterprise Workflow Management solution revolutionizes 

workflow. This innovative solution streamlines and standardizes business processes and procedures, improves 

operating efficiency while reducing operating costs, and enhances customer response and service. 




PD.18 DirectLine Wires and DirectLine International – 

Product Demonstration 

Attend this session for a demonstration of how banks can eliminate errors and duplications while improving 

efficiency. This session is intended for SilverLake clients only. 




PD.19 Core Director Teller Capture – Product Demonstration 

In this session, you will learn about a new, powerful, state-of-the-art solution that improves the efficiency 

and effectiveness of teller lines. This advanced teller system provides the automation tools bankers need 

to improve the speed and accuracy of transaction processing. This session is intended for Core Director 

clients only. 





This session will teach you how to maximize revenue from your customers. This session will demonstrate how to 

change your revenue model from product-specific ROI to customer relationship modeling. 




PD.21 Cognos 10 – Product Demonstration 

Come and view the latest and greatest generation of reporting solutions. In this session, you’ll learn about 

dashboards, work spaces, and ad hoc reporting and how these can be delivered via an iPad. 




PD.22 iPay BillSimple – Product Demonstration 

In this session, you will learn about the features and benefits that iPay BillSimple has to offer, including the flexibility 

to create custom invoices and easily import disparate customer data. The solution also enables small businesses to 

leverage current merchant-acquiring relationships to accept more credit card payments online and over the phone. 




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PD.23 ArgoKeys Deposit and Lending Automation 

Learn how the fully-integrated, policy-driven ArgoKeys solution can change the culture in your lobby. ArgoKeys 

LendingKeys automation can drive each step in the lending process – from the application phase through the booking 

process onto SilverLake System. 




PD.24 Relationship Management 101 

In this session, you will learn how to leverage relationship information collected by your bankers across all channels 

to proactively manage your client base. You will learn about integration with Synapsys and other JHA applications as 

well as how to manage your bank’s sales, service, and marketing initiatives. 




PD.25 Know-It-All Learning Management Portal 

The Know-It-All Learning Management Portal provides all the features and functions found in a traditional learning 

management system within the Jack Henry & Associates LMS framework. Course tracking, administrative controls, 

and career planning can all be customized to each bank’s training program. Attend this session to learn more about 

this solution. 





Join us in this session to learn about iTalk, the next generation interactive voice response solution for SilverLake, 

CIF 20/20, and Core Director. Built on the latest technology platform, iTalk covers all the usual IVR functionality, 

plus it features speech recognition and VoIP integration capabilities. It can be installed in-house, virtualized, or 

hosted by JHA. 




PD.27 Core Director and jhaPassPort – Product Demonstration 

Attend this session to learn about the seamless integration between Core Director and jhaPassPort and to learn how 

this can improve operational efficiency while reducing costs. 





Common myths will be tested during this informative session. 




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PD.30 BSA Regulatory Concerns – How Yellow Hammer Can Help 

Banks are continually faced with increasing anti-money laundering compliance pressure and scrutiny. Yellow Hammer 

offers specialized services that can provide support before, during a regulatory exam, or after the exam to address 

specific findings. During this session, we will explain how Yellow Hammer can help and share success stories from 

our customers. 




PD.31 Increase the Efficiency of Your Fraud Department 

Attend this session to learn how new technology from Redi can help your fraud department increase efficiency and 

reduce costs. RediVerifi is a customer fraud notification system that automates the process of contacting customers 

via SMS, email, and integrated voice response, helping your fraud department best allocate its time and resources. 




PD.32 - Key Trends In Fraud and BSA 

Join us to learn more about trends in fraud and BSA and the solutions offered to mitigate risk. We will discuss the 

continued challenge of identity fraud; facility takeover fraud where a fraudster gains access to and fraudulently uses 

a victim’s credit card, bank account, or mobile phone; and misuse of facility fraud where an account, policy, or other 

facility is legitimately obtained but later used fraudulently. 




PP.1 DataNavigator Training – Your Solution to Chargebacks 

Join us in this session to learn how to use DataNavigator to submit signature chargebacks through the in-house PPS 

Dispute Center. This session is intended for jhaPassPort Switch customers using the PPS Dispute Center. 





Come listen to guest speaker Les Matthews of MasterCard Worldwide as he defines EMV, discusses what things to 

keep in mind when planning for EMV card issuance, and provides an industry update on commerce transactions. 




PP.3 jhaPassPort Fraud Tools – Workshop 

This session will review the different tools jhaPassPort Fraud Center has available to mitigate fraud. You will go over 

product enhancements and new releases. 




PP.4 jhaPassPort Update and Industry Review 

This session will feature our jhaPassPort roadmap for EMV and provide attendees with an industry update. 




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PP.5 JHA Payment Processing Solutions ® – Handling a Chargeback 

Join us to learn how signature chargebacks are processed through the in-house PPS Dispute Center. You will also 

discover the most common chargeback reason codes. This session is intended for jhaPassPort Switch customers using 

the PPS Dispute Center. 




PP.6 jhaPassPort Technology Roadmap 

This session will cover the current and future direction of jhaPassPort authorization and ATM driving. 





This session will show you how to create a financial dashboard within jhaKnow, how to build and monitor key 

performance indicators (KPIs), and how to drill down in the details of the KPIs and dashboards. This session is for 

SilverLake users only. 



PREREQUISITES: SilverLake Users Only 

SL.2 SilverLake Global Security Planning Workshop 

This workshop session will help you understand how SilverLake Global Security can help your bank enhance control 

over user access to SilverLake functions. It will also teach you how to develop an implementation plan for role-based 

security, utilizing the new global security options added in R2011 and R2012, as well as wire security, general ledger 

security, EIP limits, and field level security. 




SL.3 SilverLake Advanced Query Workshop 

Attendees will work with Query examples in a workshop environment to learn advanced aspects of AS400 Query. This 

class will provide a better understanding of what Query can do in order to prepare more precise reports. This session 

is for SilverLake users only. 


SKILL LEVEL: Expert 

PREREQUISITES: Working Knowledge of AS/400 Query 

SL.4 SilverLake and Gladiator 

In this session, SilverLake users will learn how SilverLake security settings and other menu options coordinate with 

Gladiator to provide functional security monitoring. 




37

SL.5 SilverLake and NetTeller Wires 

Increase your knowledge of how the SilverLake and NetTeller systems work together to deliver wire transfer 

functionality to your customers. In this session, we will discuss the overall bank parameters and company records 

found in the WTPAR menu. Join us to listen to our discussion and to share your wire transfer procedures and methods 

with fellow bankers. 




SL.6 SilverLake and OnBoard 

This joint session with OnBoard will present an overview of the OnBoard Loans platform system and its seamless 

integration with the SilverLake System. 




SL.7 Ask the Deposit Experts – SilverLake Panel Discussion 

In this session, SilverLake deposit experts from our support, technology services, and education departments will be 






SL.8 Ask the Loan Experts – SilverLake Panel Discussion 

In this session, SilverLake loan experts from our support, technology services, and education departments will be 







Join us in this session for product release updates and current information on outsourcing or in-bank offerings. We 

will go over new functions, the product roadmap, and current statistics. This session is for SilverLake users only. 




SL.10 SilverLake Year-End Overview 

Get a jumpstart on year-end activities in this session, which will highlight some of the important parameters and 

changes for EOY 2013. This session is for SilverLake users only. 




38


In this session, we will demonstrate the different choices and functionalities found in the Enhanced Account Analysis 

product that can help you increase and/or generate income. Share your ideas, methods, and solutions with fellow bankers. 




SL.12 SilverLake – Focus on Development 

This session will focus on product direction, challenges, and successes. Learn about ESP, regulatory concerns, and new 

technology. This session is for SilverLake users only. 




SL.13 SilverLake Global Security Menu Templates 

This session will begin with a basic review of the features of Global Security with particular focus on the most recent 

menu templates enhancements. It will also discuss how these enhancements relate to the core application templates. 





This session will discuss line set-up, loan set-up, connecting lines, and duplicating lines for Guidance Lines of Credit 

for commercial customers. 




SL.15 SilverLake Notice Beautification 

This session will discuss the new enhancement to SilverLake notices, one that allows you to choose the font size and 

the design by using Microsoft Word. Learn the parameter set-up, the template set-up, and print options. 




SL.16 JHA OutLink Processing Services Update 

Join us for an update on JHA OutLink Processing Services, to discuss new/upcoming products and services, disaster 

recovery testing, and new ideas. This session will cover remote keying/balancing and its benefits, as well as statement 

production enhancements. This session is for SilverLake users and will be most beneficial to existing OutLink clients. 




SL.17 SilverLake Problem Loans – Round Table 

This round table session will offer an opportunity to discuss the issues surrounding problem loans with your peers. The 

first hour will be devoted to discussing different aspects of these accounts in a group setting. During the second hour, 

each group will report back to the class. Please come expecting to participate and share ideas with your 

fellow bankers. 




39

SL.18 SilverLake Purge Options 

This session will cover the annual SilverLake purge process. Please join us in our discussion of the options and choices 

related to the removal of obsolete records no longer needed at your bank. 




SL.19 SilverLake 2012 & 2013 Release Items Review – Deposits 

During this session, you will take a look at some of the top enhancements to the deposit and time deposit applications, 

as well as other miscellaneous applications. This session is for SilverLake users only. 




SL.20 SilverLake 2012 & 2013 Release Items Review – Loans 

This session will look at some of the top enhancements to the loan and other miscellaneous applications of the 

SilverLake system. 




SL.22 SilverLake Loan Support – Hot Topics 

In this session, you will learn tips and hear how-to information from our SilverLake System support team on a wide 

variety of loan topics. 




SL.23 SilverLake Support Update 

Learn what the SilverLake support team has been doing for you during the past year, and what might be changing 

in their department. You will learn about current and future initiatives as well as an overview of support staff 

and statistics. 




SL.24 SilverLake Trivial Pursuit – Deposits 


SilverLake as you race to vote on the correct answers. 




SL.25 SilverLake Trivial Pursuit – Loans 


SilverLake as you race to vote on the correct answers. Topics will include loans, CIF, and miscellaneous. 




40

SL.26 SilverLake Xperience Phase 3 

This session will cover enhancements to Xperience and is for SilverLake users only. 




SL.27 SilverLake Xperience – Focus on Development 

This session will review the present state and future direction of SilverLake Xperience. You will have the opportunity 

to receive information and provide feedback on new features before they are available. 




SL.28 SilverLake Reception 

This is a reception for SilverLake attendees only. 

SL.29 SilverLake National Board Meeting 

This is a meeting of the SilverLake National Board. This is for national board members only. 

SL.30 SilverLake National Board w/Regional Officers 

This is a meeting of the SilverLake National Board and all Regional Officers. This is for board members only. 

SL.31 SilverLake Western Regional 

This is a meeting for the Western Regional User Group. 

SL.32 SilverLake Southern Regional 

This is a meeting for the Southern and Southeast Regional User Group. 

SL.33 SilverLake Southwest Regional 

This is a meeting for the Southwest Regional User Group. 

SL.34 SilverLake Mid-Atlantic Regional 

This is a meeting for the Mid-Atlantic Regional User Group. 

SL.35 SilverLake Mid-South Regional 

This is a meeting for the Mid-South Regional User Group. 

SL.36 SilverLake Mid-States Regional 

This is a meeting for the Mid-States Regional User Group. 

SL.37 SilverLake Midwest Regional 

This is a meeting for the Midwest Regional User Group. 

SL.38 SilverLake Northeast Regional 

This is a meeting for the Northeast Regional User Group. 

SL.39 SilverLake User Business Meeting 

This is a business meeting open to all SilverLake users with the national and regional boards. 

SL/20.1 SilverLake and CIF 20/20 – Best Practices Panel 

This session features a panel of bankers discussing operational strategies and best practices that increase efficiency. If 

you wish to participate as a presenter in this session, please send your suggestions to kia@jackhenry.com as soon as 

possible. This session is for SilverLake and CIF 20/20 users only. 




41

SP.1 StreamLine Platform Automation ® – Sticking to the Basics 

In this session, we will review recent and future StreamLine enhancements so that your bank can get the most out of 

the enhancements. This session is for SilverLake and CIF 20/20 users only. 





JHA Enterprise Workflow is a new JHA workflow solution. Join us in this session to learn about this exciting new 

product and what it has to offer! We will review the JHA Enterprise Workflow solution features and provide a brief 

product demonstration. This session is for new and existing Synergy customers only. 




SY.2 Leveraging Synergy Document Tracking in Your Loan 

Department 

In this session, you’ll be walked through some real world use cases that demonstrate how you can leverage Synergy 

Document Tracking in your loan department. You will also have the opportunity to view a dashboard of available 

audit reports. 





Join us in this session to learn about Synergy Capture best practices from one of our Synergy Professional Service 

experts. We will discuss how to leverage several Synergy Capture technologies to help streamline your Synergy 

Capture back office processes. Topics will include Synergy AutoImport , Synergy ID Scan , Synergy Batch Document 

Recognition (BDR), Synergy Auto Document Recognition (ADR), and XML Processing. 





Join us for an interactive client exchange of end-user experiences with the Synergy product suite. Come and share 

your Synergy user experience, ask questions, and learn how other organizations benefit from Synergy! Synergy 

managers will be in attendance for customer questions. 

SESSION TYPE: Client Networking Session 




Join us in this session for an important Synergy eSign update! We will also take a sneak peek at our exciting new 

Synergy iSign and Synergy eSignWeb remote digital signing solutions. This session is for new and existing Synergy 

customers only. 




42

SY.6 Synergy Express Data Center Update 

In this session, we will provide you with an update on the Synergy Express data center. We will discuss new and 

future products as well as disaster recovery testing. 





Join us for an important update on the electronic and digital signing regulations from one of the leading experts in 

the industry. This session is a must for all new and existing Synergy eSign customers. 





Join us in this session for an important update on our new Synergy r2013 release! This session will include a brief 

demonstration of some of the Synergy’s new features and a product roadmap overview. 




VT.1 Vertex Teller Automation System – Focus on Development 

This session will discuss the product direction, challenges, and successes of Vertex. This session is for SilverLake and 

CIF 20/20 users only. 





This session will review functions in Vertex and best practices to improve teller line efficiency, including ways to 

streamline transactions and other teller activities. 




YH.1 Yellow Hammer BSA – Round Table 

In this round table discussion, Yellow Hammer BSA users will be able to share tips, best practices, and general 

knowledge about the Yellow Hammer BSA system. Yellow Hammer staff will be available to facilitate and 

answer questions. 




YH.2 Yellow Hammer Fraud/EFT/ACH/Wire – Round Table 

Yellow Hammer Fraud Detective , Yellow Hammer EFT Fraud Detective , Yellow Hammer ACH Origination , and/or 

Yellow Hammer Wire Origination users will be able to share tips, best practices, and general knowledge about these 

systems. Yellow Hammer staff will be available to facilitate and answer questions. 




43

YH.3 Yellow Hammer SAR Center 

FinCen recently changed the requirements and layout of the SAR electronic document, and requires all SARs to be 

filed electronically as of March 31, 2013. This session will answer questions regarding how to use SAR Center to 

electronically file a SAR and how to get the most out of the system. 




44

jack henry banking solutions 

Front welcome station 

Know-It-All Education 

Know-It-All Now 

Know-It-All Credit Programs 

Intellix Consulting 

Rear Welcome Station 

jhaDirect ® 

Theatre 

Xperience 

PowerOn ® 

Branch Solutions – Table 1 

ArgoKeys ® Branch Sales Automation ........................................................................................................Station 1 

DepositKeys 

LendingKeys 

RelationshipKeys 

jhaID Scan ...............................................................................................................................................Station 1 

OnBoard Loans ........................................................................................................................................Station 2 

OnBoard Deposits ...................................................................................................................................Station 2 

Vertex Teller Automation System .............................................................................................................Station 3 

Vertex Teller Capture ...............................................................................................................................Station 3 

Core Director ® Teller ................................................................................................................................Station 4 

Core Director Teller Capture ....................................................................................................................Station 4 

Synapsys ® ..................................................................................................................................................Station 5 

Smart EIP .................................................................................................................................................Station 6 

Bounce Protection ® ....................................................................................................................................Station 6 

iTalk ........................................................................................................................................................Station 7 

jhaCall Center ..........................................................................................................................................Station 8 

Microsoft ® Office 365 ..............................................................................................................................Station 9 

ProfitStars ® ..............................................................................................................................................Station 10 

Gladiator Network Services 

Gladiator Managed Unified Communications Services 

Gladiator Enterprise Virtualization Services 

Risk, Disaster Recovery and Imaging – table 2 

Yellow Hammer Suite..............................................................................................................................Station 11 

Yellow Hammer Fraud Detective ............................................................................................................Station 11 

Yellow Hammer EFT Fraud Detective ......................................................................................................Station 11 

Yellow Hammer BSA ..............................................................................................................................Station 11 

Yellow Hammer ACH Origination ..........................................................................................................Station 11 

Yellow Hammer Wire Origination ..........................................................................................................Station 11 

45

Risk, Disaster Recovery and Imaging – table 2 (continued) 

ProfitStars ® – Gladiator Enterprise Information Security Services................................................................Station 12 

Gladiator CoreDEFENSE Managed Security Services 

Gladiator Enterprise Security Monitoring (ESM) 

Gladiator NetTeller ® Enterprise Security Monitoring 

Gladiator Managed IT Services 

Gladiator Advanced Malware Protection 

Gladiator Phishing Defense and Response Service 

Gladiator eShield 

Gladiator IT Regulatory Compliance/Policy Products 

Gladiator Consulting Services 

Gladiator Social Media Compliance Services 

ProfitStars ® – Gladiator Enterprise Information Security Services...............................................................Station 13 

Gladiator CoreDEFENSE Managed Security Services 

Gladiator Enterprise Security Monitoring (ESM) 

Gladiator NetTeller ® Enterprise Security Monitoring 

Gladiator Managed IT Services 

Gladiator Advanced Malware Protection 

Gladiator Phishing Defense and Response Service 

Gladiator eShield 

Gladiator IT Regulatory Compliance/Policy Products 

Gladiator Consulting Services 

Gladiator Social Media Compliance Services 

Centurion Suite........................................................................................................................................Station 14 

Centurion Business Continuity Planning 

Centurion Disaster Recovery ® 

Centurion jVault ® 

Centurion LiveVault 

Centurion jhArchive SM 

Centurion Co-Location 

Centurion Hosted High Availability 

Synergy Document Management ...........................................................................................................Station 15 

Synergy Express .....................................................................................................................................Station 15 

Capture and Document Recognition Modules: 

Synergy Automated Document Recognition (ADR) 

Synergy Batch Document Recognition (BDR) 

Synergy AutoImport 

Synergy Kofax Capture 

Synergy Kofax Transformation Module 

Synergy eSign 

Synergy eSignWeb 

Synergy ID Scan 

Productivity Modules 

Synergy PowerSearch 

Synergy Document Tracking 

Synergy Workflow Management 

Synergy eDistribution 

Synergy API Integration Toolkit 

Synergy Reports .....................................................................................................................................Station 16 

Synergy Express .....................................................................................................................................Station 16 

Productivity Modules 

Synergy PowerSearch 

Synergy Workflow Management 

Synergy eDistribution 

Synergy DataMart 

Synergy API Integration Toolkit 

46

Risk, Disaster Recovery and Imaging – table 2 (continued) 

4|sight Item Imaging ..............................................................................................................................Station 17 

Check 21 Cash Letter ............................................................................................................................Station 17 

Check 21 Exception Processing ..............................................................................................................Station 17 

ProfitStars ® – Enterprise Conversion Services (ECS)...................................................................................Station 18 

ECS Digital Data Conversion 

ECS Web 

ECS Paper-to-Digital Conversion 

Online, Mobile and Payment Solutions – table 3 

NetTeller ® Online Banking ......................................................................................................................Station 19 

NetTeller ® Cash Management ................................................................................................................Station 19 

OurCashFlow (OFM)..............................................................................................................................Station 19 

DirectLine ® OFX .....................................................................................................................................Station 19 

Multifactor Authentication .....................................................................................................................Station 19 

Symantec Hard Tokens ..........................................................................................................................Station 19 

Live Chat.................................................................................................................................................Station 19 

StatementRewards SM .................................................................................................................................Station 19 

DeepTarget OLB ....................................................................................................................................Station 19 

NetTeller ® Online Banking ......................................................................................................................Station 20 

NetTeller ® Cash Management ................................................................................................................Station 20 

OurCashFlow (OFM)..............................................................................................................................Station 20 

DirectLine ® OFX .....................................................................................................................................Station 20 

Multifactor Authentication .....................................................................................................................Station 20 

Symantec Hard Tokens ..........................................................................................................................Station 20 

Live Chat.................................................................................................................................................Station 20 

StatementRewards SM .................................................................................................................................Station 20 

DeepTarget OLB ....................................................................................................................................Station 20 

iPay OneClick .........................................................................................................................................Station 21 

iPay Biz 2.0 ............................................................................................................................................Station 21 

TheWayiPay ...........................................................................................................................................Station 21 

iPay BillSimple ........................................................................................................................................Station 21 

iPay Resource Center...............................................................................................................................Station 21 

goDough ® ...............................................................................................................................................Station 22 

goDough ® Remote Deposit Anywhere (RDA)..........................................................................................Station 22 

iBizManager ..........................................................................................................................................Station 22 

Opening Act ..........................................................................................................................................Station 23 

Electronic Statements ............................................................................................................................Station 23 

Electronic Statements – Interactive .........................................................................................................Station 23 

ProfitStars ® – Website Design and Hosting .............................................................................................Station 24 

ProfitStars ® – Mobile Website ................................................................................................................Station 24 

ProfitStars ® – Website Security Services ..................................................................................................Station 24 

DirectLine ® Wires ...................................................................................................................................Station 25 

DirectLine International ..........................................................................................................................Station 25 

jhaPassPort Suite......................................................................................................................................Station 26 

jhaPassPort Switch 

jhaPassPort.pro 

jhaPassPort Direct 

jhaPassPort Debit Optimizer 

jhaPassPort Extra Awards 

jhaPassPort Fraud Center 

jhaPassPort Hot Card Center 

smsGuardian 

jhaPassPort Promotions and Consulting Services 

ProfitStars ® – ImageCenter ATM Deposit Management 

ProfitStars ® – Image ATM Capture and Reconciliation 

ProfitStars ® – ATM Manager Pro ® 

Prepaid Cards 

47

Online, Mobile and Payment Solutions – table 3 (continued) 

jhaPassPort Suite......................................................................................................................................Station 27 

jhaPassPort Switch 

jhaPassPort.pro 

jhaPassPort Direct 

jhaPassPort Debit Optimizer 

jhaPassPort Extra Awards 

jhaPassPort Fraud Center 

jhaPassPort Hot Card Center 

smsGuardian 

jhaPassPort Promotions and Consulting Services 

ProfitStars ® – ImageCenter ATM Deposit Management 

ProfitStars ® – Image ATM Capture and Reconciliation 

ProfitStars ® – ATM Manager Pro ® 

Prepaid Cards 

ProfitStars ® – Enterprise Payment Solutions (EPS)......................................................................................Station 28 

SmartSight ® 

Remote Deposit Complete (RDC) 

Remote Deposit Express (RDX) 

Remote Deposit Now (RDN) 

Remote Deposit Anywhere (RDA) 

Remote Deposit Scan 

ACH/Check Conversion Services (TEL/WEB/PPD/CCD) 

Real-Time Gateway 

RemitPlus ® Remittance/Lockbox 

RemitWeb 

RemitCentral 

Customer Payment Portal 

Hosted Pay Page 

ACH Client 

ACH Manager 

ACH Origination 

Business Intelligence and Performance – table 4 

jhaKnow ................................................................................................................................................Station 29 

Smart GL ...............................................................................................................................................Station 29 

Cognos 10 .............................................................................................................................................Station 30 

Relationship 360 ....................................................................................................................................Station 31 

Relationship 360 ....................................................................................................................................Station 32 


Margin Maximizer Interactive 

MaxConnect Interactive 

Rate Sheets 

LendingNetwork ® 

BusinessManager ® ...................................................................................................................................Station 34 


Optimizer 

Relationship Profitability Management (RPM) 

RPM Reporting Service 

Product PROFITability ® 

Organizational PROFITability ® 

PROFITability ® Reporting Service 

PROFITability ® Budget 

PROFITstar ® ALM Budgeting 

PROFITstar ® ALM Reporting Service 

PROFITstar ® Budget 

48

Business Intelligence and Performance – table 4 (CONTINUED) 

ProfitStars ® – Regulatory Reporting Solutions .........................................................................................Station 36 

In-House to Outsourcing: JHA OutLink Processing Services .....................................................................Station 37 

49

Convention Hall map 

CONVENTION CENTER 

Wreckers 

Sports Bar 

POOL 

ENTRANCE 

Relâche Spa 

(Lower Level) 

Wireless Internet access available in 

all guestrooms and hotel atrium areas. 

50

2014 BEC 

at the 

GAYLORD texan - grapevine, texas 

OCTOBER 20–23 2014 

Save the dates 

for the 

2014 Jack Henry Banking Educational Conference and Technology Showcase

Online Guide - Jack Henry & Associates, Inc.

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