2024 CSPI Bank Users Conference
We’re thrilled to have you here for our event featuring an exciting lineup of action-packed sessions. Our goal is to empower your community bank by showcasing the full potential of the Aurora Product Suite. Don’t miss the opportunity to connect with our outstanding partners, who are here to enhance your platform experience.
A special thank you goes out to our dedicated Sponsors and Exhibitors. Your support is invaluable and is instrumental in making this event a resounding success. Let’s ‘go the distance’ to make the most of this event together!
If you have questions outside of event hours and need to contact someone, please call Emily Twillman (573) 220-3246.
Agenda
Sunday, October 27th 1:00 – 4:00 Exhibitor Setup – Basie A/A1 4:00 – 5:00 Registration – Basie A/A1 5:00 – 6:30 Welcome Reception w/ Vendors – Basie A/A1 Enjoy your evening dining and exploring all Kansas City has to offer!
Monday, October 28th 7:00-8:30 Registration & Breakfast with Vendors – Basie A/A1 8:30 – 10:00 Welcome and Keynote Speaker – “Your Community Bank in 2035” – Basie A/A1 10:00 – 10:30 Exhibitor Vendor Showcase – Basie A/A1 10:45 – 11:45 Banking Blitz – OLB – Mary Lou Williams Red Zone Resolutions – Doc -Benne Moten 11:45 – 1:00 Lunch w/ Exhibitors – Basie A/A1 1:00 – 1:15 Gold Sponsor Spotlight – Basie A/A1 1:30 – 2:00 Sponsor Breakout – Invo – Basie A/A1 2:15 – 3:15 First Down Fundamentals – Item Processing – Mary Lou Williams Playbook for Efficiency – Aurora Document – Benne Moten 3:30 – 4:00 Sponsor Breakout – Shazam – Basie A/A1 4:00 – 5:00 Exhibitor Hall Happy Hour/Snack – Basie A/A1
Wednesday, November 8th Let’s make the most of our last day together! 7:00-8:00 Breakfast with Vendors – Basie A/A1 8:00 – 8:45 First and Ten – OLB Admin – Mary Lou Williams Touchdown Deposits – WebDeposit – Benne Moten 9:00 – 9:30 Federal Reserve Guest Speaker – Basie A/A1 9:30- 10:00 Exhibitor Showcase/Giveaways – Basie A/A1 10:100 – 10:45 Huddle Up – Mobile Banking – Mary Lou Williams Winning Formation – Document Workflow – Benne Moten 10:45 – 11:00 CSPI Closing Remarks & Prize Giveaways – Mary Lou Williams Thanks for joining us. We hope you enjoyed the conference and made meaningful connections. Safe travels home!
Conference Map
Kansas City Marriott Downtown
200 West 12th Street, Kansas City, MO 64105
(816)421-6800
Keynote Speaker
Chelsea Treboniak owns Critical Ops, a firm specializing in smart, secure business modernization. Her specialty is mergers, operating procedures, and process improvements. We look forward to her opening keynote presentation “Your Community Bank in 2035.”
Chelsea is a National Association of Federally-Insured CU Certified Risk Manager (NCRM), CU Enterprise Risk Management Expert (CUERME), and Certified CU Supervisory Committee Member (CCUSC). She is a long-term Supervisory Committee Member for SAFE FCU in Sumter.
Chelsea is also a West Point graduate and United States Army Veteran. She is passionate about critical infrastructure protection. Chelsea channels this passion through advocacy, research, and events. Advocacy includes serving on the Board of Directors for Northern Ohio InfraGard Members Alliance and Block Advocates. Her research includes numerous endeavors, from publications on software sourcing to strategic deployment strategies for healthcare coalitions and the National Academies of Sciences, Engineering, and Medicine: Transportation Research Board. Events include Critical Ops’ annual critical infrastructure modernization forum, regional workshops, and national consortiums.
Sponsors & Exhibitors
Silver Sponsors
Invo Solutions was founded in 2012 to develop the industry’s first in-branch video banking experience. Their staff combined more than 75 years of experience to solve a unique problem in the industry. Since, Invo has added features such as SMS texting, co-browsing, appointment scheduling, and chatbot, as well as web and mobile video banking. Invo’s customer engagement platform created continues to bridge the gap between physical and digital channels, creating even more ways for customers to reach their financial institutions, solving for staffing shortages, and decreasing lobby wait times. https://www.invosolutions.com/
SHAZAM is a national member-owned debit network, processor and core provider delivering choice and flexibility to community financial institutions throughout the U.S. since 1976. SHAZAM is a single-source provider of the following services: debit card, core, fraud, marketing, merchant and more. Follow @SHAZAMNetwork or learn more at https://www.shazam.net/
Exhibitors
Digital Check is the leading worldwide provider of check scanners and peripherals for the banking industry. Our TellerScan®, CheXpress®, BranchXpress®, and SmartSource® lines of check scanners deliver reliable performance with superior MICR and image quality. Digital Check’s software delivers image enhancement and deposit-processing technologies that help clients thrive. Visit our website for more information at www.digitalcheck.com.
Modern Banking Systems is a leading provider of core banking processing solutions. Our core delivers profitability, efficiency, and security. We offer in-house to service bureau core solutions along with a host of managed services. Our Digital Banking Platform, TotalTeller system, Doc Imaging, equipment hosting, and check fraud security solutions will benefit your bank. MBS has been serving community banks for almost 50 years, and we’ve built a strong reputation as a trusted partner delivering solutions that help keep you strong and ahead of the competition.
Business integration is both an art and a science. It requires a careful balance of people, processes, and technology. Since our start in 2012, clients have relied on our expertise as part of their growth strategy. As Partners in a people-driven, technology-supported future, we bring our personal touch to meet you wherever you are. https://criticalops.com/
SESSION SLIDES AURORA ONLINE & MOBILE BANKING
SESSION SLIDES AURORA DOCUMENT IMAGING & TRACKING
SESSION SLIDES AURORA IMAGE PROCESSING & WEBDEPOSIT
Meet the CSPI Aurora Advantage Team
Brad Epple | President & CEO
Kurt Luebbering | Chief of Operations
Emily Twillman | Director of Branding & Sales Engineer
Dennis Roy | Director of Research & Development
Sarah Kempker | Director of Software Support
Paul Saltzman | Online Banking Support Supervisor, AAP
Nathan Keller | Aurora Doc Quality Assurance – Project Manager
Mike Bass | Regional Sales Manager
Lisa Kuhn Phillips | Regional Sales Manager
AFTER HOUR THINGS TO DO IN KANSAS CITY
Power & Light District (Only 2 blocks away). Fun area to eat, socialize, bar hop, catch a game or concert, etc. Check out their Events & Weekly Specials.
