Class Descriptions - Jack Henry & Associates, Inc.

BANKING EDUCATIONAL 

CONFERENCE 

JACK HENRY BANKING 2012 

OCTOBER 15-18 | GAYLORD TEXAN | GRAPEVINE, TX 

Run with Jack 

Join Jack Prim, CEO of Jack Henry & Associates, for an early morning, three-mile charity run at 5:45 a.m. 

Wednesday, October 17. For a donation of $10, you’ll be able to stretch your legs, get some fresh air, and 

help a good cause - The American Cancer Society. 

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. 

20.1 CIF 20/20 ® 3D View of Inquiry Hidden Treasures 

Put on your 3D glasses and let’s explore the hidden treasures you may be missing within Inquiry. 

SESSION TYPE: Standard 

SKILL LEVEL: Basic 

PREREQUISITE: None 

20.2 CIF 20/20 ACH/NetTeller ® 

This session will discuss ACH functions and how they integrate between the CIF 20/20 core and NetTeller. 

SESSION TYPE: Cross Product 

SKILL LEVEL: Intermediate 

PREREQUISITES: Must have Synergy Reports module installed 

20.3 CIF 20/20 Adding Color to your NSF/OD Parameters (Part 1 of 2) 

This session will enhance your bank’s experience working NSFs and overdrafts. Come ready to participate 

and learn at this round table session. 

SESSION TYPE: Round Table 


PREREQUISITES: Deposit banking personnel 

20.4 CIF 20/20 Adding Color to your NSF/OD Parameters (Part 2 of 2) 

This session will enhance your bank’s experience working NSFs and overdrafts. Come ready to participate 

and learn at this round table session. 




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20.5 CIF 20/20 Ask the DDA Experts 

Do you enjoy the JHA Managers Q&A session? Then you will love this DDA Q&A session. A panel of 

knowledgeable CIF 20/20 experts will be on-hand to address your questions. Pre-submitted questions 

are encouraged and will be addressed first. 

SESSION TYPE: Panel 



20.6 CIF 20/20 Ask the Loan experts 

Do you enjoy the JHA Managers Q&A session? Then you will love this Loan Q&A session. A panel of 

knowledgeable CIF 20/20 experts will be on-hand to address your questions. Pre-submitted questions 


SESSION TYPES: Panel 


PREREQUISITES: Loan banking personnel 

20.7 CIF 20/20 EquiCheck Revealed in Technicolor 

This session will reveal EquiCheck information regarding parameters and functionality. 



PREREQUISITES: Loan banking personnel 

20.8 CIF 20/20 Focus on Development 

This session will discuss current events in CIF 20/20 development. 

SESSION TYPE: Product Update 


PREREQUISITES: Core system knowledge 

20.9 CIF 20/20 Focus on End-of-Year 

Get a jump start on 2012 EOY in this session which focuses on the key settings for a successful EOY. Whether 

you’re in-house or outsourced, a veteran or new to EOY, this session will highlight some of the important 

EOY parameters and changes for EOY 2012. 



PREREQUISITES: None 

20.10 CIF 20/20 Front Row Seat to CD Parameters 

Reserve a front row seat in this session reviewing selected CD Parameter functionality. 




20.11 CIF 20/20 Front Row Seat to DDA Parameters 

Reserve a front row seat in this session reviewing selected DDA Parameter functionality. 




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20.12 CIF 20/20 Front Row Seat to Loan Parameters 

Reserve a front row seat in this session reviewing selected Loan Parameter functionality. 




20.13 CIF 20/20 Great Lakes Regional 

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

20.14 CIF 20/20 Gulf States Regional 

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

20.15 CIF 20/20 Helping Us Help you 

This is a Q&A session with a panel of CIF 20/20 focus group members and JHA managers. We will be taking 

your input to help us improve WebHelp. 



PREREQUISITES: Experience using WebHelp and documentation 

20.16 CIF 20/20 How Can I Use That Enhancement? 

With so many enhancements each year, and now mid-cycle enhancements, it is easy to get lost in all the cool 

new features. This class will sharpen your release skills. Come learn how the standard release items and the 

mid-cycle changes can improve your JHA banking experience. 

SESSION TYPE: Enhancement 



20.17 CIF 20/20 Investor Servicing: Balancing with Freddie 

Mac Workshop 

This is a hands-on workshop designed to practice monthly balancing with Freddie Mac. 

SESSION TYPE: Workshop 

SKILL LEVEL: Advanced 

PREREQUISITES: Investor Servicing knowledge 

20.18 CIF 20/20 Midwest North Regional 

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

20.19 CIF 20/20 National Board Meeting 

This is a meeting of the CIF 20/20 National Board. 

20.20 CIF 20/20 National Board w/Regional Officers 

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

20.21 CIF 20/20 Northeast Regional 

This is a meeting of the Northeast Regional User Group. 

20.22 CIF 20/20 Northern Illinois Regional 

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

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20.23 CIF 20/20 Northwest Regional 

This is a meeting of the Northwest Regional User Group. 

20.24 CIF 20/20 Query - Enhance your Query Knowledge (Part 1 of 2) 

This Query workshop will provide hands-on instruction taking the basic Query user farther into more 

complicated features. The session is interactive and requires customer participation in Query exercises 

and scenarios. 



PREREQUISITES: Basic Query knowledge is required 

20.25 CIF 20/20 Query - Enhance your Query Knowledge (part 2 of 2) 

This Query workshop will provide hands-on instruction taking the basic Query user farther into more 

complicated features. The session is interactive and requires customer participation in Query exercises 

and scenarios. 




20.26 CIF 20/20 Smoky Mountain Regional 

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

20.27 CIF 20/20 Support Update 

This session will provide an update on what is going on in the world of CIF 20/20 support. 




20.28 CIF 20/20 Texas Regional 

This is a meeting of the Texas Regional User Group. 

20.29 CIF 20/20/Synergy Bring Sharper Focus to Reports and 

Image Viewer 

Come to this session to discover ways to access/search Synergy information and discover how the core 

system works with Synergy. 




20.30 OutLink CIF 20/20 Data Center Update 

Discussion of the state of the data center, hardware and infrastructure improvements, future plans for 

consolidation, disaster recovery, OutLink Data Centers initiatives, and new product offerings in OutLink. 

A Q&A forum will follow for existing customers to address any concerns. 



PREREQUISITES: Current customer of our data center environment 

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20.31 CIF 20/20 National User Group Business Meeting 

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

AK.1 ArgoKeys ® DepositKeys: We’re Listening! (Part 1 of 2) 

You spoke; we listened, delivered, and are back for more! This year, we will review the top advancements 

made in ArgoKeys DepositKeys as requested by you – our customer. Then, you drive the meeting in an open 

discussion about DepositKeys. When the open discussion has concluded, the voting commences and we’re 

off to make it happen! Please note: To make the most of this experience we encourage early submission of 

items through the ESP process. This is part one of a two-part session. 



PREREQUISITES: Basic Knowledge of ArgoKeys functionality 

AK.2 ArgoKeys DepositKeys: We’re Listening! (Part 2 of 2) 


made in ArgoKeys DepositKeys as requested by you – our customer. Then, you drive the meeting in an open 

discussion about DepositKeys. When the open discussion has concluded, the voting commences and we’re 


items through the ESP process. This is part two of a two-part session. 




AK.3 ArgoKeys LendingKeys: We’re Listening! (Part 1 of 4) 


made in ArgoKeys LendingKeys as requested by you – our customer. Then, you drive the meeting in an open 

discussion about LendingKeys. When the open discussion has concluded, the voting commences and we’re 


items through the ESP process. This is part one of a four-part session. 









items through the ESP process. This is part two of a four-part session. 




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items through the ESP process. This is part three of a four-part session. 



PREREQUISITES: Basic knowledge of ArgoKeys functionality 






items through the ESP process. This is part four of a four-part session. 



PREREQUISITES: Basic knowledge of ArgoKeys functionality 

AK.7 Utilizing the Newest Functionality of ArgoKeys 

Come see the highlights of the 2012 release and a glimpse into what’s next. This session will cover the 

ArgoKeys DepositKeys and LendingKeys solutions and explore how some of these new functions can be 

used in your bank. 



PREREQUISITES: Basic Knowledge of ArgoKeys 

ALL.1 ACH Basics – Keeping It Simple 

This course will provide an overview of the NACHA rules associated with the most common Standard 

Entry Class Codes. We will discuss authorization and authentication and the differences between the two. 

Attendees of this course will walk away with the basics of ACH and a thorough understanding of NACHA 

authorization requirements. 




ALL.2 ACH Returns – It’s Exceptional 

The inevitable world of ACH exceptions puts your bank at risk for loss. In this session we will discuss 

general ACH exception guidelines and return item time frames. Additionally, we will discuss how Regulation 

E impacts exception processing and creates the gray area. Attendees of this course will be empowered with 

general ACH exception knowledge that will help mitigate your bank’s exposure and risk. 




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ALL.3 Banking Gen Y: Mobile and e-Banking 101 

Josh Everton, e-Banking manager with Bank of American Fork in American Fork, Utah, discusses e-Banking 

strategies and how JHA solutions have helped BOAF bridge the banking gap to Gen Y. 




ALL.5 Becoming a Better Listener 

Do you want to be a better listener? You can improve your listening skills! This session will show you the skills you 

need to become a better listener. We are all born with the ability to hear … we learn to become good listeners. 




ALL.6 Best Practices for Securing Your Virtual Environment 

In today’s society where hackers and identity thieves run rampant, securing your network has become 

increasingly important. A daunting task that every network administrator is faced with, however, is how to 

balance security with functionality. This session takes a look at the importance of virtualization security and 

best practices for securing your network environment while not sacrificing functionality and will provide some 

background on the risks amplified by the virtualization of servers. Security standards useful to organizations 

when setting policies and configuration settings regarding virtualized servers will be listed to help create a 

baseline against which the IT Examiner may evaluate actual implementations. 




ALL.8 Charting a Course for Financial Success: An Integrated Approach 

Many banks treat the budgeting process as a cumbersome, dreaded exercise of spreadsheet management. 

In this session we’ll focus on creating a strategic budget; one that constantly drives your organization toward 

achieving your financial goals. Using an integrated approach with ProfitStars’ Financial Performance 

Solutions, you’ll see how to streamline the budgeting process and implement a system to effectively 

monitor, analyze, plan, and execute your strategies. 




ALL.9 Do You Have a Comprehensive, End-to-End Backup and Disaster 

Recovery Plan? 

With more and more applications and data residing on your Windows ® networks, it is becoming increasingly 

critical to include this data in your business continuity plans. Centurion Disaster Recovery ® and Matrix 

Network Services ® have combined forces to make sure that you have all of your core, complementary, and 

network solutions safeguarded. Our solution will deliver local and off-site backup, replication, and disaster 

recovery of your networks across virtual, physical, and cloud platforms. You will have near-zero recovery time 

and instant access to your VMs or physical servers directly from the backup file without having to wait for a 

complete system restore. You can recover whole VMs and servers, or restore just an individual application item 

or a single file in minutes without needing to do a complete system recovery. Attend this session to learn 

how you can have complete confidence that all of your data is secure and available whenever you need it. 




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ALL.10 Do you know who your Key Customers are? Key Customer 

Identification and Retention 

In most banks 180 percent of the profit comes from 20 percent of the customers and the bottom 70 percent 

are unprofitable. In this session we will focus on how to identify those key clients, quantify the benefits of 

enhanced retention and discuss strategies to increase retention of these most important customers. 




ALL.11 Enhancement Submission Process (ESP) Focus on Development 

During this session, we will provide a brief overview of JHA’s online enhancement submission process and 

discuss changes in that system to provide you with more flexibility. Discover what happens throughout the 

process and the best ways to get your suggestions incorporated into JHA solutions. This session will 

demonstrate how to give the enhancements you need the best chance of being recognized and voted 

on by other users. Discussions will include the nature of an effective enhancement submission, features/ 

functionality, the development planning process, and how user involvement can help shape future 

direction. Suggestions will be presented for how to set up the new tool to use it most effectively for you. 




ALL.13 Enterprise Conversion Solutions - Process from Sales 

to Completion 

If you are thinking about signing an Enterprise Conversion Solutions contract or you have recently signed a 

contract for data conversion work, then this class is a must for you! We will review the steps, risks, timelines 

and constraints with the entire conversion project life cycle, from the sales phase to the completion of the 

conversion, while also answering any of your technical questions along the way. 




ALL.14 Feel Good Banking: CRM Adoption 101 

Industry statistics tell us that more than half of all Customer Relationship Management implementations fail. 

Why? Because the bank culture does not support the change needed to succeed. Helping banks understand 

the cultural transformation needed to adopt and succeed by utilizing intelligent CRM. 




ALL.15 For Clients Portal Focus on Development 

The For Clients portal is a complimentary tool provided to keep information at your fingertips, ease the 

obtainment of support, and provide secure access to JHA. See how we continue to improve the features 

available as well as plan for a more user-friendly experience. 




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ALL.16 For Clients Portal – What Can it Do for You? 

Whether you are a power user or a beginner, this is your opportunity to discuss what matters to you regarding 

the portal website. Learn from subject matter experts and other users on how this tool can benefit your 

organization. Ask questions, provide comments, or get help with various features that are available to you. 




ALL.17 Gladiator/Matrix: Focus on Development 

This session will examine recently released features as well as provide a preview of future enhancements and 

new services that will be introduced by Gladiator Technology and Matrix Network Services. 




ALL.18 IBM ® POWER7 and V7R1 Overview 

Come to this session for an update and overview on the IBM POWER7 and V7R1. 



PREREQUISITES: Basic understanding of IBM i and iSeries/Power Systems 

ALL.20 IT General Discussion 

This client networking session brings together an experienced peer group of IT professionals to share and 

inform on relevant information of the day. This session will provide a face-to-face exposure to those interested 

in the same projects and concepts that you are experiencing. This will encompass security, virtualization, and 

general networking topics. Thought-provoking, lively, and educational discussions are assured within an 

effectively moderated setting. 

SESSION TYPE: Client Networking 



ALL.21 Know-it-All Learning Management System (LMS) Update and 

Helpful Hints 

This session will begin with addressing LMS commonly asked questions and answers and will explore what is 

on the horizon for future solutions and offerings in the Learning Management System. Then get acquainted 

with Jack Henry Banking’s Know-it-All Education programs, receive tips on how to navigate the Know-it-All 

site, and learn how to use the tools provided to get the most for your education dollars. 




ALL.22 Live Hacking and Malware Demonstration 

In this session, the security experts from Gladiator Technology will present a live hacking performance, breaking 

into each other’s laptops and demonstrating the methods and capabilities of modern malware and cyber 

criminals. After the demonstrations, the team will present strategies for protection and countermeasures. 




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ALL.24 Lockbox 101 - A Beginner’s Guide to Processing 

An introduction to offering lockbox services to your banking customers, what it takes to begin, how to locate 

potential customers, and what to charge for the service. 




ALL.25 Lockbox Fees Made Easy: Time to Make Some Money 

An in-depth exploration of return on investment and monetization potential of lockbox services offered 

through your bank. 



PREREQUISITES: Basic knowledge of lockbox services 

ALL.28 Managing Stress in a High Definition World 

Looking for something completely different? This new and exciting session will help you understand stress, its 

harmful effects, and how to live a low-stress life in a hectic and fast-paced world. 




ALL.29 Managing the Risk Monster on Your Projects 

This session will use a pseudo-workshop presentation to demonstrate how to identify, plan for, mitigate, and 

manage risks on projects. Attendees will observe industry best practices for project risk management and will 

be provided useable templates. 




ALL.31 Merger and Acquisition Industry Trends and Techniques 

This session will discuss the data conversion and archive solution options and trends as seen in the bank 

merger and acquisition market during the past two years. 




ALL.32 Protect, Detect, and Respond: Evolving Best Practices for 

Meeting Compliance Directives 

As banks continue to face challenges in the aftermath of the recent supplemental FFIEC Authentication 

Guidance, this presentation will focus on appropriate steps in the ongoing process for fulfilling regulatory 

compliance initiatives for securing electronic banking transactions. Determining how to best address residual 

risk findings and enhanced layered security methodologies will necessitate reliance on exam trends, evolving 

industry standards, and best practices. This presentation includes a three-part risk management framework 

for organizing strategies to meet guidance objectives. 




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ALL.33 Put the Focus on Social Media ROI 

Twitter, blogs, and other social media generate more than 100 million messages daily. With so much noise, 

how can you navigate the clutter, engage with your customers, and obtain an ROI from your social media 

efforts? In this session, you’ll hear how community banks and credit unions are finding cost-effective ways 

to leverage social media. We’ll share tactics and best practices for deciding which social media platforms you 

should use, developing the right content, and establishing metrics for measuring success. The session will 

outline a data-driven approach that will enable you to work within your organization to create a tangible 

course of action. Attend this session and learn how to: create social media strategies that help you to meet 

concrete business objectives; select the social media platforms that are most appropriate for your business; 

develop a content calendar to maximize customer engagement; and find actionable insights from social 

media data. 




ALL.34 Redefining Branch Banking: Shrinking to Greatness 

Sandy Dixon and Lindsay Green of Extraco Banks discuss the revolution of their branch banking philosophy 

and how JHA technology and services have helped them complete the transformation from good to great! 




ALL.35 Regulatory Panel 

Listen to your peers discuss the regulatory challenges that everyone is facing and ways they address the issues 

at their banks. Join in the discussion to share your experiences and learn from others who are confronted 

with the same dilemmas every day. 




ALL.36 Regulatory Update 

Learn what regulatory changes are occurring at JHA and how they affect your bank. Compliance personnel 

will review the regulatory environment and the regulations that are impacting our applications. Share your 

thoughts with JHA compliance personnel on regulatory compliance issues that impact your bank within the 

applications offered by JHA. 




ALL.37 RemitPlus Advanced Modules: Moving Beyond the Paper Process 

This session is a detailed overview and live demonstration of features built to grow your customer service 

offering geographically and handle electronically initiated payments through using RemitCentral , remote 

scanning, and remote entry offerings. 



PREREQUISITES: Basic knowledge of the ProfitStars ® RemitPlus remittance and/or lockbox product suite 

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ALL.38 Better Manage Operational Expenses by Automating 

Accounting Systems 

Learn how to utilize Web-based applications in conjunction with accounting systems to achieve efficiency 

and cost savings when managing expenses. 




ALL.39 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.40 The BYOD Workplace - Bring Your Own (Mobile) Device 

The mobile device market can’t seem to settle on a single operating platform. As more employees rely 

on smartphones or tablets to manage their lives and their jobs, businesses are throwing in the towel on 

enforcing a single official deployment, and instead adopting a risk management approach that incorporates 

employee personal devices. This session will cover vocabulary and approaches to BYOD risk management 

to help you make both your compliance and sales teams happy. 



PREREQUISITES: Mobile devices (smartphones, tablets) 

ALL.41 Training Adults 

When you get home from BEC 2012, will you be asked to share the information you learned with others at 

your bank? You are in luck. This session will help you understand the adult learner and how to get organized 

to present all of your newfound information. 




ALL.43 Understanding and Modeling Profitability 

The financial services industry is in recovery mode. The past three years have caused significant consolidation 

and financial stress throughout the industry. Banks are now turning their energies from survival to profitability. 

To succeed in this rapidly changing business environment, you must have the tools necessary to better understand 

and manage profitability. During this session we discuss how organizations make this transition. We 

will review financial trends and discuss the Profitability Life Cycle and modeling changes to a bank’s branches, 

products, and customers. 




ALL.44 Unified Communications Round Table 

This session will be a JHA-led round table discussion on managed IP telephony, contact center integration, 

and leveraging Xperience and customer facing channels such as the iTalk voice response product. This session 

will encompass a brief overview of current JHA solutions and future strategies. This session is an 

interactive exercise to gauge the desires of JHA clients for future integration and product development. 

SESSION TYPE: Cross Product/Round Table 



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ALL.45 Utilizing the Newest Functionality of Gladiator ESM 

In this session Gladiator showcases the latest Enterprise Security Monitoring (ESM) feature enhancements 

and examines how these features can be leveraged to maximize the benefit and savings they provide. 



PREREQUISITES: Core system knowledge, Gladiator ESM knowledge 

ALL.46 Vendor Management 

What information is available from JHA, where is it located, and how do you use it? Are you checking items 

off a checklist or evaluating JHA as required by the regulators? Learn how to more effectively utilize the 

information that is available to you to achieve regulatory compliance. 




CD.1 Core Director ® A More Sharply Defined Display of Release 2012 

(Part 1 of 2) 

This session will cover the ins and outs of putting Release 2012 enhancements into practice. 




CD.2 Core Director A More Sharply Defined Display of Release 2012 

(Part 2 of 2) 

This session will cover the ins and outs of putting Release 2012 enhancements into practice. 




CD.3 Core Director Loans - Ensuring your Loans are HD Ready 

Do you have the sharpest possible picture of charge-off and non accrual accounting, variable rate loans, 

collections, COM222 - loans? Come to this session and find out. 




CD.4 Core Director Don’t Know Which Regional 

This is a Regional User Group session for any Core Director customer who is not sure which Regional Group 

to attend. 

CD.5 Core Director A Clear Definition MNTOPR Options 

This session will review all options in MNTOPR. 




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CD.6 Core Director Account Analysis HD 

High definition usage of account analysis and tools that exist today. 




CD.7 Core Director Advanced Report Writer 

This session will go beyond the basics to advanced functions of Report Writer. 



PREREQUISITES: Basic knowledge of Report Writer 

CD.8 Core Director and NetTeller 

This session will explore integration between Core Director and NetTeller. 



PREREQUISITES: Core Director customers using NetTeller 

CD.9 Core Director and jhaPassport 

This session will explore integration between Core Director and jhaPassPort. 



PREREQUISITES: Core Director customers using jhaPassPort 

CD.10 Core Director Audit and Compliance Tools - Are you Progressively 

Scanning your System? 

Come to this session to get an overall review of audit and compliance tools with examples to show what you 

may be missing. 




CD.11 Core Director Caribbean Regional 

This is a meeting of the Caribbean Regional User Group. 

CD.12 Core Director Central States Regional 

This is a meeting of the Central States Regional User Group. 

CD.13 Core Director CIF Marketability - How to Get Your CIF HD Ready 

(Part 1 of 2) 

How to use the CIF module for marketing. 




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CD.14 Core Director CIF Marketability - How to get Your CIF HD Ready 

(Part 2 of 2) 

How to use the CIF module for marketing. 

SESSION TYPES: Standard 



CD.15 Core Director Day-end Efficiencies - How to Get a Sharper, 

Clearer Day-end process 

This will be a comprehensive day-end class covering new documents, comprehensive checklists, commands, 

file copies, adding report writers to day-end, and more. Improving the processes and procedures of day-end 

and items put in the day-end string for automation will also be discussed. 




CD.16 Core Director Eastern Regional 

This is a meeting of the Eastern Regional User Group. 

CD.17 Core Director Focus on Development/Support Update 

This session will provide you with a clearer image of where we are going and where we have been. 

Covered will be possible upcoming enhancements with R2013 followed by a support update. 

SESSION TYPE: Product update 



CD.18 Core Director Great Plains Regional 

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

CD.19 Core Director Maximizing Fee Income 

Come discuss how you use Enhanced Service Charging and Service Charging in general, MNTFEE, and 

Rewards. Users will share how the various fee maintenance programs effect their aspect ratios. 




CD.20 Core Director Microsoft ® Integration - Achieving the Display 

Resolution You Desire 

Functions such as EXCIMP, TRNIMP, OPRIMP, Word Notices, NotePad and Outlook® Calendar Reminders as 

well as Report Writer with focusing on Word notices/Word Templates and Excel® integration will be discussed 

in this session. 




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CD.21 Core Director National Board Meeting 

This is a meeting of the Core Director National Board. 

CD.22 Core Director National Board w/Regional Officers 

This is a meeting of the Core Director National Board and all Regional Officers. 

CD.23 Core Director Operations Efficiency - How to get your Operations 

HD Ready 

Gain operational efficiencies using tools available in the system. MNTPAR, MNTFLD, MNTTRD, MNTFRM, and 

COM222 will all be discussed. 




CD.24 Core Director Regulation Update - Providing a Clearer Picture of 

Reg Updates 

Join us for this session exploring regulatory updates and issues, how they affect you, and what Core Director 

provides to help you stay compliant. 




CD.25 Core Director Teller and Core Director Teller Capture 

Thinking about making the jump from good to great with your teller system? Come and see how Core 

Director Teller and Core Director Teller Capture can help you achieve better customer service and increased 

efficiency in the branch. 

SESSION TYPE: Product Demo 


PREREQUISITES: Core Director Customers only 

CD.26 Core Director Teller Focus on Development 

A review of the Core Director Teller system enhancements and product roadmap. 



PREREQUISITES: Core Director Teller 

CD.27 Core Director Upper Midwest Regional 

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

CD.28 Core Director Western Regional 

This is a meeting of the Western Regional User Group. 

CD.29 Core Director Year-End Processing - Progressive Scanning to 

Improve Year-End 

This session will discuss requirements for a bank to complete year-end processing for 2012. 




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CIG.1 4|sight Focus on Development 

This session will update our CIG customers on the 4|sight and Check Image Exchange R2012 product 

modifications and enhancements, as well as our 2013 product road map. 



PREREQUISITES: 4|sight and Check Image Exchange customers only 

CIG.2 4|sight Open Customer Forum 

CIG customers are invited to meet with our CIG managers for this panel Q&A. We’ll give a short CIG status 

update, but the majority of this session is devoted to open discussion as we welcome questions from the 

floor about 4|sight and check image exchange, such as our support, implementation and release processes, 

our R&D & QA processes, our educational offerings, and our product roadmaps. 




CIG.3 Genesys Focus on Development 

This session will update our Genesys Check Imaging Suite customers on the Genesys R2012 product modifications 

and enhancements, as well as our 2013 product roadmap. We will also reserve some time for Q&A. 



PREREQUISITES: Genesys customers only 

CIG.4 Implementing 4|sight New Release Features 

This session will review new features, functions, and operational considerations in the 4|sight 2011 and 

Check Image Exchange 2012 releases for our current 4|sight customers. 




IS.1 Internet Solutions - Get Smart about Fraud Prevention 

Fraud is real. Now let’s get really smart about how NetTeller Secure Tokens, multifactor authentication, and 

optional security settings protect against it. In this course you’ll walk away with the knowledge you need to 

enact an online banking security plan. 



PREREQUISITES: NetTeller 

IS.2 Internet Solutions Ecosystem 

If you’re ready for a deeper understanding of NetTeller’s architecture and integration with core systems and 

other products, you’re ready to go full circle with the IS Ecosystem. This advanced session will provide insight 

on our infrastructure and the factors that contribute to system performance. 



PREREQUISITES: NetTeller knowledge 

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IS.3 Internet Solutions Focus on Development: Roundup and Trail Map 

Saddle up and come along for the ride. The world of NetTeller changes weekly, so this session covers 

important updates you may have missed since last year’s BEC. After you get caught up, let’s take the 

trail around the bend for a look at where Internet Solutions is going and how we’re getting there. 

SESSION TYPE: Product Roadmap 



IS.4 Internet Solutions SME Blast 

Have a blast with Subject Matter Experts (SMEs) and learn about IS products that will keep you on top of the 

competition and ahead of the pack. Basic NetTeller and bill pay aren’t enough to keep today’s techno-savvy 

customers satisfied. Experience fun and fast speed demos of our mobile products, bank-to-bank transfers, 

online financial management (OFM), security features, and electronic statements 




IS.5 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 IS products to the fullest. What have other banks done to train, market, test and deploy? Get 

real-life examples on how to make your Internet Solutions investment a success. 




IS.6 Internet Solutions: The Cure for the Common Case 

What are the most frequently opened cases in Internet Solutions Support? You’ll not only find out what 

drives most cases, you’ll save time and money learning how to solve them yourself. We’ll cover all IS cases – 

including NetTeller complementary products. 




IT.2 iTalk Conversion: What you can expect? 

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

implementation options such as hosting or in-house and technical options like virtualization and VoIP. 

You’ll learn about the various options to consider, and we’ll also discuss migration strategies and tips. iTalk 

for SilverLake is approaching general availability, but this session is for any SilverLake System ® , CIF 20/20, or 

Core Director user interested in the iTalk product, whether purchased or not. 




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IT.3 iTalk Interactive Voice Response: Focus on Development 

Learn about iTalk’s latest updates, what’s coming soon, and take a peek at concepts being thought of for the 

future. iTalk is currently in the beta and early adopter testing phases for SilverLake customers but this session 

will also discuss near-term and long-term direction not only for SilverLake but also CIF 20/20 and Core 

Director customers. 




OA.1 Opening Act - Getting the Most Out of Your Opening Act Product 

This session will demonstrate the latest and greatest enhancements to the Opening Act system. Come check 

out Opening Act’s top 10 enhancements for the year. 




OA.2 Opening Act to the Highest 

Tired of paying a monthly fee and not getting the most of your Opening Act system? Learn how to enhance 

your product and improve your system from the Opening Act experts. 



PREREQUISITES: Basic knowledge of Opening Act 

ONB.1 OnBoard Loans and OnBoard Deposits: Focus on Development 

Extra, Extra, hear all about it! Join us for the latest news about OnBoard Loans and OnBoard Deposits. We 

will review the current product status, the latest developments, and projected product enhancements. Don’t 

miss this breaking news. 




ONB.2 OnBoard Loans - Come Sail Away 

Learn about the best features of the OnBoard Loans product. We’ll show you all of the integration features; 

features of OnBoard to fit your bank’s processes; setup features with cause and effect; and other tips and 

techniques for getting the most out of this product. 




ONB.3 OnBoard Loans - A View from the Deck 

We’ll give an update on the OnBoard Loans banks installed today, the banks in process of installation, and 

the schedule of current installations, followed by a high-level overview of the installation process. Then we 

will review the Top 10 features banks love about OnBoard Loans. 




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PD.1 Call Center Agent and Synapsys ® Integration 

A new level of integration between SilverLake, Synapsys, and the Cisco Contact Center is available. These 

applications offer a bank’s call center agents an efficient means of responding to customer requests and 

tracking the call details in a JHA-provided solution. 



PREREQUISITES: SilverLake Users Only 

PD.2 ArgoKeys (Deposits) Branch Automation: Compete Against the Big 

Banks Down the Street 

We’ll explore how the ArgoKeys DepositKeys platform can help large community banks leverage the same 

efficiencies as top-tier banks. 



PREREQUISITE: SilverLake Users Only 

PD.3 Hosted IP Telephony, Unified Communication and Call Centers 

The PBX (Private Branch Exchange) is the most common brain of a legacy phone system and supports voice 

mail, call forwarding, etc. In its time the PBX was state of the art, but today it is often limited to scale and 

is inflexible to grow with your bank’s requirements. Our Hosted Voice service offers a hosted and managed 

phone system that eliminates the expensive PBX from your balance sheet, the clutter in the communications 

closet, multi-vendor support and allows you to implement Unified Communication, Dispersed Call Centers, 

and Collaboration with ease. 




PD.4 Millennials and Banking: Capturing the Gen Y Wallet 

In this combined demo of our goDough ® mobile banking solution and our Opening Act online account 

opening solution, we will show you how our banks are taking charge of their e-futures by adapting to 

new technology, thus attracting and retaining Gen Y customers. 




PD.5 ArgoKeys (Loans) Branch Automation: Compete Against the Big 

Banks Down the Street 

We’ll explore how the ArgoKeys LendingKeys platform can help large community banks leverage the same 

efficiencies as top-tier banks. 



PREREQUISITES: SilverLake Users only 

20

PD.6 BIG Rewards/Relationship Rewards 

This presentation will discuss how to maximize revenue from your customers by building programs that foster 

profitable behavior and cross-product penetration and position your bank as the one-stop shop for financial 

services. By creating automated, relationship-based programs, the presentation will demonstrate how to 

change your revenue model from product-specific ROI to customer relationship modeling and fulfill the goal 

of multi-pronged relationships that deliver more revenue to the bank and greater benefits to the customer. 



PREREQUISITES: CIF 20/20 or SilverLake users only 

PD.7 BSA - What is your risk? 

Our Yellow Hammer BSA product is highlighted in this session. Understanding and proactively managing 

your BSA customers is mission-critical in today’s environment. Automate the process with our state of the 

art technology. 




PD.8 Centurion Hosted High Availability 

Centurion Hosted High Availability is a pay-as-you-go data redundancy service that leverages the sophisticated 

infrastructure supporting Jack Henry Banking’s OutLink Data Centers. This proven alternative to traditional 

warm recovery services eliminates the need for in-house banks to own, house, maintain, and upgrade redundant 

hardware platforms. Banks’ mission-critical business and customer data is replicated to the Mountain in 

a real-time environment using Mimix software. 




PD.9 Centurion Mock Drill (Part 1 of 2) 

Through this disaster drill, your ability to react to a major disaster event will be tested. The objective of the 

drill is to provide an environment where you will be part of the senior team that will need to navigate your 

organization to a successful recovery after a major disaster. You and your team will be presented with 

challenges throughout the drill that will alter the sequence of events and impact your decisions to restore 

critical services to your customers and protect your organization’s assets. The drill is action-packed and very 

interactive with some fun sprinkled in. Not only will you learn how to deal with a disaster event from the 

Centurion experts who have supported many customers through real disaster events, you will also learn from 

many of your peers who have various levels of experience with healing from disasters. Your team will have 

to respond to basic phases of the restoration timeline which includes: emergency and crisis management; 

the notification, assessment, and declaration process; crisis and media communications; resource allocation; 

and how to deal with both employees and customers. The drill is beneficial for executives since they are 

responsible for the overall restoration process; department personnel since they are responsible for restoring 

their area of operations; and for those who are responsible for restoring technology. You will leave with a 

wealth of knowledge on ways to enhance your current plan, regardless of the condition of your plan. This 

is part one of a two-part session. 

SESSION TYPE: Product Demo/Workshop 



21

PD.10 Centurion Mock Drill (Part 2 of 2) 

Through this disaster drill, your ability to react to a major disaster event will be tested. The objective of the 

drill is to provide an environment where you will be part of the senior team that will need to navigate your 

organization to a successful recovery after a major disaster. You and your team will be presented with 

challenges throughout the drill that will alter the sequence of events and impact your decisions to restore 

critical services to your customers and protect your organization’s assets. The drill is action-packed and very 

interactive with some fun sprinkled in. Not only will you learn how to deal with a disaster event from the 

Centurion experts who have supported many customers through real disaster events, you will also learn from 

many of your peers who have various levels of experience with healing from disasters. Your team will have 

to respond to basic phases of the restoration timeline which includes: emergency and crisis management; 

the notification, assessment, and declaration process; crisis and media communications; resource allocation; 

and how to deal with both employees and customers. The drill is beneficial for executives since they are 

responsible for the overall restoration process; department personnel since they are responsible for restoring 

their area of operations; and for those who are responsible for restoring technology. You will leave with a 

wealth of knowledge on ways to enhance your current plan, regardless of the condition of your plan. This 

is part two of a two-part session. 

SESSION TYPE: Product Demo/Workshop 



PD.11 Cognos 10 

Come and view the latest and greatest generation of this reporting solution. Dashboards, and work spaces, 

and ad hoc reporting … oh my! 



PREREQUISITES: CIF 20/20 and SilverLake Customers Only 

PD.12 Core Director Teller - Life is Good with CTR E-Filing 

A demonstration of the Core Director Teller e-filing functionality. 



PREREQUISITE: Core Director Teller knowledge 

PD.13 Core Director Teller and Teller Capture 

Thinking about making the jump from good to great with your teller system? Come and see how Core 

Director Teller and Core Director Teller Capture can help you achieve better customer service and increased 

efficiency in the branch. 



PREREQUISITES: Core Director users only 

PD.14 Cross Channel Fraud: Minimizing Your Exposure 

What is cross channel fraud and how is it changing the way banks view their customers and 

mission-critical information? 




22

PD.15 DirectLine ® Wires 

DirectLine Wires facilitates integration between the SilverLake System’s wire system and the Federal Reserve 

Bank for real-time incoming and outgoing wire processing. Join us as we demonstrate how banks can 

eliminate errors and duplications while improving efficiency. For SilverLake clients only. 



PREREQUISITES: SilverLake Users Only 

PD.16 iBizManager 

Now small businesses can bank from their iPads! iBizManager integrates the functionality of the NetTeller 

Cash Management and iPay Biz 2.0 business bill pay products into a convenient Apple ® iPad ® –based 

application. It enables banks to expand their mobile offering with a contemporary solution designed 

exclusively for business customers. iBizManager supports banks’ commercial customers with secure, 

anytime, anywhere access to their accounts, funds transfer and bill payment capabilities, alerts, and more. 




PD.17 In-house to Outsource Benefits Discussion 

Love the control of the in-house environment but dislike the costs and associated risks? This session will 

explore the various benefits that banks enjoy in the outsourced processing environment. 




PD.18 Introducing Margin Maximizer Interactive - Powerful Hosted 

Solution to Boost Loan Revenue 

The new Margin Maximizer Interactive (MMi) takes our proven Margin Maximizer Suite ® and amplifies it to a 

whole new level – offering your bank a tailored solution that’s now hosted, online, and at your fingertips 24/7. 

Additional enhancements include 11 powerful new features that offer you improved navigation, superior 

customer relationship monitoring, custom filters, drag-and-drop grouping, at-a-glance relationship summaries, 

and much more. Completely re-engineered using Microsoft Silverlight and hosted by Microsoft Windows 

Azure, Margin Maximizer Interactive utilizes a convenient cloud computing framework to make the solution 

more accessible and affordable than ever. Plus, MMi now integrates into your core system! 




PD.19 iRisk - Compliance Risk Automation 

Software systems for managing compliance risk including policies and procedures, risk assessments, audit and 

audit findings, and vendor management. 




23

PD.20 iRisk - Credit Risk Automation 

Software systems for managing credit risk including portfolio monitoring, stress testing and loan loss reserve 

management. 




PD.21 IT Management as a Service: Deliver Breakthrough Results For 

Your Business Using the Next Step in IT 

Is your information technology department maintaining or innovating? If you are like most IT departments 

today, the answer is maintaining. A recent Gartner study reported that 80 percent of IT resources were spent 

just keeping your network running. What if your IT department could spend 80 percent of its time innovating 

instead of maintaining? Would IT be able to create more business value? In this session we examine how you 

drive positive business outcomes using IT Management as a Service. 




PD.22 iTalk Voice Response 

Learn more about iTalk, Jack Henry Banking’s 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.23 jhaKnow 

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

application includes integration of data from your Core system and select JHA complementary products. jhaKnow 

is also designed for customization and inclusion of data from third-party products, creating an environment for 

customer-specific reporting as well as business data trending and monitoring of key measurements. 




PD.24 Live Chat 

This exciting solution allows your customers to utilize an online chat feature through NetTeller while affording 

your bank the ability to co-browse a customer’s desktop. 




PD.25 Microsoft Office 365 

Could your bank benefit from an enterprise-class, hosted Microsoft Office suite? Microsoft Office 365 opens 

up a world of possibilities through a reduction in hardware costs and server administration. Banks nationwide, 

regardless of asset size, can now benefit from the same features and functionality that large corporations 

have enjoyed for years. 




24

PD.26 Mitigating Risk: Yellow Hammer, iRisk, and ESM 

In this combined demo of our Yellow Hammer Fraud Detective , iRisk, and Enterprise Security Monitoring 

(ESM) solutions, we talk at a high level about mitigating risks throughout your bank. Risks are everywhere, 

internal and external to a bank. Our solutions help risk officers sleep better at night. 




PD.27 NetTeller ® Online Banking 

This isn’t your grandpa’s Internet banking. Come check out all of the new features NetTeller Online Banking 

has to offer. Exciting new options are available to help you attract and retain customers in this highly 

competitive environment. 




PD.28 Online Financial Management (OFM) 

This OurCashFlow product demonstration will walk you through the features available with JHA’s 

partnership with Lodo Software, Inc. and the CashEdge account aggregation tool. This solution automatically 

categorizes transactions, tracks spending habits, provides budgeting, and offers user-defined alerts. JHA’s 

OFM aggregates account information within the bank while CashEdge pulls in account information from 

other locations. 




PD.29 OnBoard Loans Platform 

This is a demo of our OnBoard Loans platform solution, the newest platform product in the JHA 

solution group. 




PD.30 OnX and OnNet Correspondent Solutions 

Join us as we explore how you can expand your service offerings to your respondents with ProfitStars’ 

Correspondent Solutions. Learn how to lower costs and increase your net interest margin and efficiency ratio 

through automation, technology, robust functionality and integration with other JHA/ProfitStars Solutions. 

The Correspondent Solution allows you to create your own image-based ACH and Image Cash Letter (ICL) 

network; provide FED-type services such as wires, currency orders, fed funds, safekeeping, and many more; 

all through a centralized Web-based payments management portal. 




25

PD.31 Optimizer 

ProfitStars Optimizer powerfully connects information to improve reporting and analysis capabilities, drive 

profitability, and provide insight into solving business problems. The system arms decision-makers with 

information utilizing industry best practices for delivering key business indicators and metrics. 




PD.32 jhaPassPort 

Jack Henry & Associates is one of the largest switch processors in the United States. Hallmarked by 

single-point settlement, high availability, and 24/7/365 support, the jhaPassPort switch is responsible 

for secure transaction processing through banks’ ATM and debit card networks. Come and see what 

jhaPassPort can do for your bank. 




PD.33 Profitability, Pricing, and CRM - Three Essential Tools for Your 

Front-line Bankers 

In today’s competitive business environment, information is power! In most organizations, the front line (i.e. 

client-facing employees) is still using old tools and technology that don’t provide them key information to 

manage their business effectively. In this new age, relationship profitability, pricing, and CRM solutions are in 

high demand. During this session we will discuss how these mission-critical applications work and make your 

front-line employees more effective. The following topics will be covered: what are these solutions; why are 

these solutions important in managing your organization; and how do these tools work together to provide 

a complete solution to your employees. 

SESSION TYPE: Product Demo/Cross Product 



PD.34 Relationship Management 101 

Our Synapsys CRM solution is changing the way banks interact with their customers. Information in this 

session focuses on leveraging relationship information collected by your bankers across all channels and truly 

proactively managing your client base. 




PD.35 Risky Business? 

Don’t take a financial and reputational gamble and risk losing commercial accounts! Proactively mitigate 

ACH and wire fraud with Yellow Hammer ACH Origination and Yellow Hammer Wire Origination , two 

new modules of Jack Henry Banking’s Yellow Hammer Fraud Detective solution which can be implemented 

to strategically expand the protection provided by the Yellow Hammer product suite or as individual 

standalone solutions. 




26

PD.36 Smart EIP 

Labor reduction and compliance are gained by taking advantage of the auto-decisioning of NSF items 

through Smart EIP. This product demonstration will show the benefits of utilizing this new product 




PD.37 SmartSight 

Introducing interactive, and actionable dashboard capabilities for EPS. SmartSight facilitates efficient measuring 

and monitoring of transaction data through a convenient, easy-to-use dashboard. This unparalleled 

business intelligence tool gives banks the ability to graphically view and drill down on important customer, 

business segment, and key summary level information. 




PD.38 Synergy Suite 

This is a demonstration of the Synergy Enterprise Content Management solution. Synergy is fully integrated 

with your core solution for managing documents and reports while delivering the flexibility you need to 

create efficiencies at your bank. Synergy eSign , Synergy Workflow , and Synergy Document Tracking 

are among the products that will be featured during this session. 




PD.39 Synergy Workflow and eDistribution Product Discussion 

These two document management modules create efficiencies and cost reductions for many JHA banks. 

Interested? Join us while we demonstrate the power of these tools and discuss their application in your bank. 




PD.40 Thinking of Moving to SilverLake? 

This session will explore some of the major things to consider when contemplating a change between CIF 

20/20 and SilverLake. 




PD.41 Vertex Teller Capture = ROI 

Robust customer savings are highlighted in this demo of our Vertex Teller Capture solution. If you want to 

lower your monthly IP costs, you will want to see this session! 



PREREQUISITES: SilverLake and CIF 20/20 Users Only 

27

PP.1 jhaPassPort Facilitated Round Table - Managing Fraud 

This session was designed with you in mind! Join us and interact with the staff and other banks that are 

experiencing fraud situations similar to yours. This is an opportunity to see how others manage fraud and 

learn about the new fraud parameters available in jhaPassPort host release 2012. 



PREREQUISITES: jhaPassPort host, jhaPassPort Fraud Center 

PP.2 jhaPassPort Update and Industry Round Table Discussion 

As the EFT industry continues to change, we will be discussing new forms of payments, regulatory impact, 

potential threats, and the latest news in the industry. This session will provide for client networking and 

discussion about current topics. 



PREREQUISITES: jhaPassPort Switch 

PP.3 jhaPassPort What is the Future of EMV, Mobile Payments and Other 

Debit Industry News? 

How did you pay for your coffee this morning? There used to be two options – cash or card – but times have 

changed. Today you can grab your smartphone and buy your latte with an app. The new enhanced-security, 

microchip-embedded EMV (Europay, MasterCard, and Visa) cards are also entering the U.S. payments market 

at a rapid rate. Join us to find out what the future of payment evolutions holds and the latest industry news. 

This is an educational session with an industry leader guest speaker. 




PP.4 jhaPassPort.pro/jhaPassPort Direct Host Focus on Development 

This session will cover present and future direction of the jhaPassPort host product including a high-level 

overview of release enhancements. 



PREREQUISITES: jhaPassport Host 

PP.5 jhaPassPort/PPS Processed Chargebacks: Let Us Help You 

What is the current status of chargeback regulations? What are the most common disputes and how are they 

handled? A representative of the JHA Payment Processing Solutions ® (PPS) professional chargeback team will 

fill you in and explain how the new chargeback process in DataNavigator works. 



PREREQUISITES: jhaPassport Switch 

PP.7 Stand Out In A Crowd: Thoughts and Ideas 

Discuss thoughts and ideas to help you stand out in a crowd. jhaPassPort switch will be presenting current 

offerings they have to help you attract and retain debit card customers. Information will be provided for 

CreâtaCard ® photo cards, Extra Awards ® , instant issuance, EMV/chip card progress, prepaid cards, and other 

jhaPassPort roadmap items. 




28

PP/IC.1 Advanced Function ATM Solution 

This session will provide an update on the JHA Advanced Function ATM solution, which includes jhaPassport 

and ImageCenter ATM Deposit Management . 



PREREQUISITES: jhaPassport knowledge 

S.1 Synapsys - Managing Customers in the Sweet Spot - Making 

Marketing Work 

Use sweet spot research to identify very-best clients and almost-very-best clients. Develop marketing 

plans to move clients from almost-best to absolutely-best. Develop marketing campaigns and electronic 

next-best-product postings to Synapsys and the core system. 




S.2 Synapsys Focus on Development 

Client Relationship Management (CRM) is even more challenging in today’s environment. Synapsys continues 

to evolve as the most powerful CRM tool for community banks. During this session see Synapsys in action 

with a special demonstration of the newest functionality including integration with the core system. Come 

prepared to begin the re-design of your CRM efforts and procedures. 




S.3 Synapsys is the Primary Tool of Successful Relationship Bankers 

Over a span of 10 years, Extraco Banks implemented multiple projects designed to significantly improve 

the bank’s multichannel delivery effectiveness. Although its branch channel bears no resemblance to the 

channel of several years ago, Extraco’s journey and success is not just about branch transformation into retail 

stores. It’s also about creating effective full-service bankers, known as Relationship Bankers. With its branch 

redesign and multi-channel experience, Extraco created a new vision to put customer focused, Relationship 

Bankers in front of customers – 100 percent of the time. Extraco Consulting has a proven and patentpending 

methodology, SWARM Banking, which can be provided to banks outside of Extraco Banks’ footprint. 

Learn the role Synapsys played in one of the most successful banking transformations in the nation. This 

session will also provide insight into creating a model that will help sustain and increase revenue, as well as 

decrease costs, during these evolving economic times. 




SL.1 SilverLake ACH/NetTeller 

This joint session with NetTeller will discuss the SilverLake ACH Company Parameters and related NetTeller 

parameters. Please come and participate in our discussion and bring your questions. 



PREREQUISITES: SilverLake core and NetTeller knowledge related to ACH Parameter setup 

29

SL.2 SilverLake Ask the Deposit Experts 

Do you enjoy the JHA Managers Q&A session? Then you will love this Deposit Q&A session. A panel of 

knowledgeable SilverLake experts will be on-hand to address your questions. Pre-submitted questions are 

encouraged and will be addressed first. 



PREREQUISITES: SilverLake deposit core knowledge 

SL.3 SilverLake Ask the Loan Experts 

Do you enjoy the JHA Managers Q&A session? Then you will love this Loan Q&A session. A panel of 

knowledgeable SilverLake experts will be on-hand to address your questions. Pre-submitted questions 





SL.4 SilverLake Focus on Development 

This session will discuss current events in SilverLake development. 

SESSION TYPES: Product Update 



SL.5 SilverLake Focus on End-of-Year 

Get a jump start on 2012 EOY in this session which focuses on the key settings for a successful EOY. 

Whether you’re in-house or outsourced, veteran or new to EOY, this session will highlight some of the 

important EOY parameters and changes for EOY 2012. 




SL.6 SilverLake Helping Us Help you 

This is a Q&A session with a panel of SilverLake focus group members and JHA managers. We will be taking 

your input to help us improve WebHelp. 



PREREQUISITES: Experience using WebHelp and documentation 

SL.7 SilverLake How Can I Use That Enhancement? 

With so many enhancements each year, and now mid-cycle enhancements, it is easy to get lost in all the cool 

new features. This class will sharpen your release skills. Come learn how the standard release items and the 

mid-cycle changes can improve your JHA banking experience. 




30

SL.8 SilverLake Investor Servicing: Balancing with Freddie Mac Workshop 

This is a hands-on workshop designed to practice monthly balancing with Freddie Mac. 



PREREQUISITES: Experience working with Freddie Mac and general knowledge of Investor Servicing 

SL.9 SilverLake Loss Share Panel 

This session is designed for banks that are required to perform Loss Share reporting. Share and compare 

ideas, techniques, and reporting methods with fellow bankers. 



PREREQUISITES: Loss Share Reporting knowledge 

SL.10 SilverLake Mid-Atlantic Regional 

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

SL.11 SilverLake Mid-South Regional 

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

SL.12 SilverLake Mid-States Regional 

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

SL.13 SilverLake Midwest Regional 

This is a meeting of the Midwest Regional User Group. 

SL.14 SilverLake National Board Meeting 

This is a meeting of the SilverLake National Board. 

SL.15 SilverLake National Board w/Regional Officers 

This is a meeting of the SilverLake National Board and all Regional Officers. 

SL.16 SilverLake Northeast Regional 

This is a meeting of the Northeast Regional User Group. 

SL.17 SilverLake NSF/OD/Parameters Round Table 

This round table session will discuss SilverLake NSF/OD/Parameters. Please come expecting to participate in 

the discussion with your fellow bankers. 



PREREQUISITES: SilverLake core knowledge related to your bank’s NSF/OD Parameters 

SL.18 SilverLake OutLink Data Center Update 

This session is a discussion of the state of the data center, hardware, and infrastructure improvements, the 

mid-tier initiative, disaster recovery, other OutLink initiatives, and new product offerings in OutLink. A Q&A 

forum will follow for existing customers to address any concerns. 



PREREQUISITES: Current customer of our data center environment 

31

SL.19 SilverLake Query - Enhance your Query Knowledge (Part 1 of 2) 

This Query workshop will provide hands-on instruction taking the basic Query user farther into more complicated 

features. The session is interactive and requires customer participation in Query exercises and scenarios. 




SL.20 SilverLake Query - Enhance your Query Knowledge (Part 2 of 2) 

This Query workshop will provide hands-on instruction taking the basic Query user farther into more complicated 

features. The session is interactive and requires customer participation in Query exercises and scenarios. 




SL.21 SilverLake Reception 

This is a reception for SilverLake attendees only. 

SL.22 SilverLake REO Round Table 

This round table session offers an opportunity to discuss the issues surrounding Other Real Estate. Please 

come expecting to participate in a panel discussion and share ideas with your fellow bankers. 




SL.23 SilverLake Security Planning Workshop 

Have your SilverLake security settings been criticized by your auditors or examiners? Can users access 

functions that are no longer (or perhaps never were) part of their job functions? Do you struggle to 

segregate maintenance from transaction entry options? Do you spend way too much time maintaining an 

overwhelming number of custom menus? This workshop can relieve those headaches. We will help you 

understand how all the different SilverLake security options can help your bank enhance control over user 

access to SilverLake functions and how to develop an implementation plan for role-based security utilizing 

wire security, general ledger security, EIP limits, field level security and the new global security options added 

in R2011 and R2012. 




SL.24 SilverLake Southeast Regional 

This is a meeting of the Southeast Regional User Group. 

SL.25 SilverLake Southern Regional 

This is a meeting of the Southern Regional User Group. 

SL.26 SilverLake Southwest Regional 

This is a meeting of the Southwest Regional User Group. 

32

SL.27 SilverLake Summit Overview 

What is Summit Support ® and how can it benefit your bank? This session is for banks contemplating a 

change management environment. 




SL.28 SilverLake Support Update 

This session will provide an update on what is going on in the world of SilverLake support. 




SL.29 SilverLake Western Regional 

This is a meeting of the Western Regional User Group. 

SL.30 SilverLake Widen your View on Sweeps 

Need a clearer resolution on how sweeps work in the SilverLake system? This class will take the user through 

input, maintenance, and inquiry on sweeps. 




SL.31 SilverLake Xperience and Phase 2 Functionality 

What does Xperience have to offer? What is new in Phase 2 Xperience? Answers to these questions and 

more will be covered in this informative session exploring the exciting world of Xperience. 



PREREQUISITES: SilverLake Customers 

SL.32 SilverLake Xperience: Focus on Development 

A review and discussion of the present state and future direction of SilverLake Xperience. 



PREREQUISITES: SilverLake 

SL.33 SilverLake Zoom in on Enhanced A/A Items/NetTeller/Vertex 

Zoom in on how these products work together and parameter settings for SilverLake, NetTeller, and Vertex 

that impact your analysis decisions. 



PREREQUISITES: Familiarity with Enhanced A/A, NetTeller and Vertex products installed 

33

SL.34 SilverLake/OnBoard 

This joint session with OnBoard will present an overview of the OnBoard platform system and how it works 

with SilverLake loans. Please join us and see what OnBoard has to offer. 




SL.35 SilverLake/Synergy Bring Sharper Focus to Reports and 

Image Viewer 

Come to this session to discover ways to access/search Synergy information and discover how the core system 

works with Synergy. 




SL.36 SilverLake Refresh your Knowledge of HSAs 

This class will provide the user with a sharper understanding of how to set up and work with HSAs in the 

SilverLake System. 




SL.37 SilverLake National Users Group Business Meeting 

This is a business meeting for the SilverLake National User Group. 

SL/20.1 Cognos Report Writing Resources 

Cognos Business Intelligence is a Web-based report authoring tool that connects directly to your core 

database. This session will highlight the new resources available to help both new and established Cognos 

clients with report authoring, including a brand new Cognos page on the For Clients portal, new standard 

reports, additional live training classes, eLearning, best practices, and more! 



PREREQUISITES: Cognos 

SL/20.2 SilverLake/CIF 20/20 Best Practices Panel 

Sharpen your view of bank operations. This session features banker presentations of strategies they use 

to improve operations and make them more efficient. 




SP.1 StreamLine Getting the Most Out of Your Platform 

See how the Release 2013 Enhancements may be utilized within your bank to improve functionality. We’ll 

also show you current features that will allow you to leverage existing functionality with the StreamLine 

Platform Automation ® product. New and experienced users are invited to pick up helpful tips. 




34

SY.1 Synergy Client Networking 

Come join us for a Synergy client networking session where you’ll get an opportunity to meet other Synergy 

clients and discuss key topics of interest. Whether you are new to Synergy or a seasoned pro, you won’t want 

to miss this Synergy client networking session. 

SESSION TYPE: Client Networking 



SY.2 Synergy Document Tracking Product Update 

Synergy Document Tracking is a key productivity module that has undergone a lot of exciting new 

enhancements in our Synergy 2012 release. Come and learn what the buzz is all about! In this session 

we will review the latest Synergy Document Tracking enhancements and provide a brief product 

demonstration. This session is a must-attend for all new and existing Synergy Document customers. 



PREREQUISITES: Synergy Document knowledge 

SY.4 Synergy eSign Electronic and Digital Signing 

Synergy eSign is one of Synergy’s hottest new modules. Come and learn what all the excitement is about. In 

this session we will provide a product update on our Synergy eSign electronic and digital signing solutions 

and review the signing devices we support – including the iPad! Come and learn how you too can leverage 

Synergy eSign to manage your signing process and streamline your entire document capture back-office. 




SY.6 Synergy Express Data Center Update 

Review of the Synergy Express offering, expected improvements, and new capabilities that will be offered 

in the future. 



PREREQUISITES: Current user of the environment or interested party 

SY.7 Synergy Focus on Development 

Would you like to know what’s new in the Synergy 2012 release and what’s just around the corner? Come 

join us for an important update on our brand new Synergy 2012 release. This session will include a brief 

demo of some of the hot new Synergy 2012 features and enhancements as well as a sneak peek into our 

Synergy product roadmap. 




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SY.9 Synergy Tips and Tricks 

When efficiency drives the bottom line, it is important to use every weapon available in your arsenal to 

streamline your processes. Come join us as we navigate Synergy and share some tidbits – hidden in plain 

sight – that you can take home and implement immediately! Whether you are a Synergy novice or long-time 

user, you will find something in this session to improve your bank’s efficiency and give you the edge you need 

for success. 



PREREQUISITES: Synergy Document knowledge 

VT.1 Vertex Enhancements 2013 Release 

A review of the Vertex Teller system enhancements for release 2013. 



PREREQUISITES: Vertex 

VT.2 Vertex Focus on Development 

A discussion about current events in Vertex development. 



PREREQUISITES: Vertex customers 

VT.3 Vertex TCR Balancing Procedures 

A discussion of balancing processes and procedures utilized by various banks, focused exclusively on Teller 

Cash Recycler machines (TCRs). 



PREREQUISITES: Vertex 

YH.1 Yellow Hammer BSA and Fraud Detective Focus on Development 

This session will be an update and roadmap presentation on Yellow Hammer BSA and Yellow Hammer Fraud 

Detective (including EFT and ACH/Wire modules). Newest features and functionality as well as enhancements 

and ideas for future development will be included. 



PREREQUISITES: Knowledge of either Yellow Hammer BSA and/or Yellow Hammer Fraud Detective 

YH.2 Yellow Hammer BSA Round Table Session 

This session will provide an opportunity for users of Yellow Hammer BSA to participate in a round table 

discussion. We will discuss features of the products, get feedback on how much those features are used, 

and determine what features you would like to see in the future. 

SESSION TYPE: Round table 


PREREQUISITES: Knowledge of Yellow Hammer BSA 

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YH.3 Yellow Hammer Fraud Detective/EFT/ACH-Wire Round Table Session 

This session will provide an opportunity for users of Yellow Hammer Fraud Detective/EFT/ACH Origination/Wire 

Origination to participate in a round table discussion. We will discuss features of the products, get feedback on 

how much those features are used, and determine what features you would like to see in the future. 



PREREQUISITES: Knowledge of Yellow Hammer Fraud Detective 

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Class Descriptions - Jack Henry & Associates, Inc.

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