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5300 Call Report Automation

In this session, attendees will review the setup of the 5300 Call Report, as well as focus on creating the 5300 file, uploading it to the NCUA, and more. 
Presenter: Ted Hoover

Sharetec Tips & Tricks
In this session, Ted unlocks his vault full of Sharetec tips and tricks to help you work smarter, not harder.  Tips & tricks span across all Sharetec workspaces.
Presenter: Ted Hoover

Audit Reporting & Security
In this session attendees will learn to use menu permissions to restrict user access to Sharetec workspace menus, as well as ways to monitor your credit union’s overrides more efficiently. 
Presenter: Lorry Bernier

Accounting 101
Budgets, custom financials, and offages – Oh my! In this session attendees will learn to simplify reporting and troubleshoot offages. 
Presenter: Audra Schoenauer

There’s a Report for That
Are you working with asset liability management and liquidity? There’s a report for that. Analyzing branch activity? There’s a report for that too. In fact, Sharetec is loaded with reports to assist with your daily credit union tasks. Join this session to see the reports you have been missing! Presenter:
Adam Shelpman


Leveraging the Core for Marketing
There are many marketing opportunities located within Sharetec and this class will guide you through them. Attendees will learn where to find these outlets and how to manipulate them to meet the credit union’s marketing needs.
Presenter: Megan Molloy

5 Do’s and Don’ts of Business Lending
Have available liquidity and looking for a way to boost return on assets? Business lending is one way to get there. Since regulators allowed CU business lending over 15 years ago it has become a nice supplement to existing business lines. Business lending may not be a good fit for every credit union - join our discussion to learn more about the Do's and Don'ts of this option. 
Presenter: Jay Malcolm

V10 Teller & Lending
Sharetec's web based application known as V10 is ready for prime time. In this session, attendees will see the Teller and Lending workspaces in action. 
Presenters: Carrie Heck and Grant Baker

Tuesday’s Roundtable
Credit Unions and Coronavirus - How We Survived and Succeeded During a Pandemic

One of the most valuable aspects of attending the Sharetec Users Conference is the opportunity to network with fellow Sharetec users from across the country and beyond. Join fellow attendees for a roundtable session to share and discuss how credit unions were affected by the Coronavirus pandemic and share valuable lessons learned and other survival tactics. (Note: This is a one-time session.) 
Moderators: Vance Lawson, Paul Stevens, Steffi Decker, and Bob Campolito

Wednesday’s Roundtable
Topic TBA

One of the most valuable aspects of attending the Sharetec Users Conference is the opportunity to network with fellow Sharetec users from across the country and beyond. Join fellow attendees for a roundtable session to discuss issues facing credit unions. (Note: This is a one-time session.) 
Moderators: Vance Lawson, Paul Stevens, Steffi Decker, and Bob Campolito

Classes are subject to change without notice.


BUSINESS PARTNER SPONSORED BREAKOUT SESSIONS


Shazam2021

Skimming, Scammers, and Security
Across the country, skimmers and the cloned cards they produce are costing credit unions millions of dollars in fraudulent transactions, re-issued cards and damaged reputations. Understand how skimming happens and what to do when it does occur. We’ll share real world examples and short videos to demonstrate how skimmers work, how data is collected and how easy it is to clone a card from the collected data. Once a card is compromised, learn how to mitigate the risk. New card technologies in conjunction with detection systems, blocking transactions and launching transaction alerts, reduce fraud and protect accountholder information. Learn about current fraud trends and ways to fight back. (Note: This is a one-time session presented courtesy of SHAZAM.) 
Presenter: Michael Burke             



Stay tuned for more breakout session information coming soon from our partners – Allied Payment Network, LKCS, nCino, Waypoint Advisory Services, and more!


Allied Logo19    

Session 1: TBA


LKCS 1 
 
Session 1: TBA
Session 2: TBA



nCino Logo 2019 

Session 1: TBA



waypoint2
Session 1: TBA
Session 2: TBA
Session 3: TBA