Class Descriptions - Jack Henry & Associates, Inc.

PER.8PER.9PER.10PER.11PER.12PER.13PER.14PROFITABILITY CHECKLIST: ARE YOU READY TO START?There are many items consider prior to beginning your organizational, product, or client profitabilityinstallation. No matter what dimension of profitability your institution is considering implementing,there are important steps to consider prior to getting started. During this session, we will explain whythese steps can go a long way in ensuring a successful implementation.Session Type: EducationalSkill Level: BasicPROFITSTARS FINANCIAL DASHBOARD – OPTIMIZER FI executives have tons of information available, but do you have a consolidation point for your keyfinancial information? Come see how the Optimizer application can aggregate information from yourPROFITstar, PROFITability ® , RPM, and Synapsys ® applications.Session Type: Sales Presentation/Product DemoUTILIZING KEY RATE TIES FOR OPTIMAL IRR MEASURESThis session is for hands-on users of the PROFITstar software and focuses on the impact of key rate tieformulas on interest rate risk calculations. Proper setup of advanced features will be discussed alongwith recommendations and ideas for more valuable IRR measures.Session Type: Product UpdateSkill Level: IntermediateWHY YOUR ORGANIZATION NEEDS PROFITABILITY ANALYTICSIncreased competition from outside the financial services industry and more homogenous productsacross institutions has made financial management at lower levels of your organization critical. Areyou measuring profitability at key levels in your organization? Your competitors are! We will review allthree dimensions of Profitability (Branch, Product, and Client).Session Type: Sales Presentation/Product DemoASSET LIABILITY MANAGEMENT BASIC CONCEPTSThis session deals with fundamental concepts on asset/liability management. How should ALM beused at an institution? What are some of the common measurements used? How do I interpret someof the common risk metrics? Your presenter will answer all of these questions in detail. This session ismeant for members of the board of directors or ALCO whose primary responsibility does not includehands-on use of ALM software.Session Type: EducationalSkill Level: BasicHOW DO ORGANIZATIONAL, PRODUCT, AND CLIENT INFORMATION WORK TOGETHER?Having three dimensions of profitability is a powerful combination. How do these three conceptswork together to provide the most value to your organization? Key concepts need to be understoodthroughout the organization.Session Type: EducationalSkill Level: BasicHOW YOUR A/L MODEL SETUP AFFECTS FAIR VALUE RESULTSThis session is designed to better assist PROFITstar ALM software clients in understanding howdifferent model setups can affect fair value results. It will look at how decay assumptions and beta lagsaffect final results.Session Type: Product Update18