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 2055” – 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 -Bennie Moten 11:45 – 1:00 Lunch w/ Exhibitors – Basie A/A1 1:00 – 1:45 Sponsor Spotlight – Invo – Basie A/A1 2:00 – 3:00 First Down Fundamentals – Item Processing – Mary Lou Williams Winning Formation – Document Workflow – Bennie Moten 3:15 – 3:45 Sponsor Spotlight – Shazam – Basie A/A1 4:00 – 4:45 Huddle Up – MOB – Mary Lou Williams Touchdown Deposits – WebDeposit – Bennie Moten 5:30 – 7:30 Group Outing to Howl at the Moon Piano Bar located in the Power & Light District. 1334 Grand Blvd Kansas City, MO 64106
Tuesday, October 29th Let’s make the most of our last day together! 7:00-8:00 Breakfast with Vendors – Basie A/A1 8:00 – 8:30 “Fraud in 2025” Kari Fernando, The Federal Reserve Financial Services – Basie A/A1 8:30 – 9:30 Round Table Discussions – Basie A/A1 9:30- 10:00 Final Exhibitor Showcase/Giveaways – Basie A/A1 10:00 – 10:45 First and Ten – OLB Admin – Basie A Playbook for Efficiency – Aurora Doc – Basie A1 10:45 – 11:00 CSPI Closing Remarks & Prize Giveaways – Basie A/A1 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 2055.”
Chelsea Treboniak, a West Point graduate and U.S. Army Veteran, brings her passion for critical infrastructure protection to the financial sector through her leadership and advocacy. Serving on multiple Boards of Directors, she focuses on the security and resilience of essential systems, including those vital to the banking industry. Chelsea also leads Critical Ops’ e-crime intelligence services, which detect and prevent fraud in the financial industry. Her work spans in-depth research, such as publications on software sourcing and strategic deployment for security in various sectors, as well as hosting key events like Critical Ops’ annual Critical Infrastructure Modernization (CIM) conference. Chelsea’s expertise positions her as a leading voice in enhancing operational integrity and security in the financial world.
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 helps financial institutions better compete by being a service-focused financial services and payments provider. SHAZAM’s independent, member-owned structure allows our members to participate in the company’s decision-making process and reinvest our profits into the products and services our financial institution partners use every day. SHAZAM’s employees are customer-focused, industry leaders, and vocal advocates, guided by our mission of Strengthening Financial Institutions. Learn more at shazam.net.
Bronze Sponsors
Nasdaq Verafin offers industry-leading solutions for anti-financial crime that incorporates payment and check fraud detection, and AI-powered solutions. Nasdaq Verafin integrates, resolves, and enriches data from hundreds of data sources and thousands of institutions across the Cloud. https://verafin.com/
Exhibitors
Digital Check is a technology leader in check scanners and peripherals for the banking industry. Our TellerScan®, award-winning CheXpress®, and SmartSource® line of USB and network-enabled check scanners deliver reliable performance with superior MICR and image quality. Digital Check’s software solutions provide security, advanced image enhancement streamline check capture. 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. https://modernbankingsystems.com/
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/
BREAKOUT SESSION SLIDES & RECORDINGS
AURORA ONLINE & MOBILE BANKING
(Click the graphic to access session slides and the link below to view the recorded presentation).
AURORA DOCUMENT IMAGING & TRACKING
(Click the graphic to access session slides and the link below to view the recorded presentation).
Winning Formation: Document Workflow
AURORA IMAGE PROCESSING & WEBDEPOSIT
(Click the graphic to access session slides and the link below to view the recorded presentation).
KEYNOTE SPEAKERS
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
Chuck Wilson | Quality Assurance – Project Management
Nathan Keller | Aurora Doc Quality Assurance – Project Manager
Darla Epple | Customer Service Manager & Install Coordinator
Mike Bass | Director of Sales & Partner Relations
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.
