Global Wave Client Conference 2019

Conference Sponsors

Hourly Schedule

Day One - Pelican Ballroom / Conference Center (Dress: Business Casual)

12:00 pm - 1:00 pm
Light Lunch and Conference Check-In
15FiftyFive Terrace
1:00 pm - 2:30 pm
Welcome Remarks and Panel Workshop
The Panel Workshop is an interactive discussion between panelists and attendees on important topics revolving around creating efficiencies, user adoption, streamlining the credit processes or managing compliance issues with Credit Track.
2:40 pm - 3:15 pm
Rapid User Adoption Strategies
With any Enterprise level software deployment, end-user adoption is always one of the most important objectives and most challenging tasks. This applies to the rollout of a completely new application, the inclusion of new functionality in an existing application, or the training of a set of new hires. While the reasons organizations struggle with adoption vary greatly based on preparation, process, culture, change velocity, geography and technical comfort level – the fact remains that it is one of the most important components of a rollout. This session will cover key strategies for deployment, training and measuring success that should be included in any roll-out, upgrade or training project.
3:15 pm - 3:30 pm
Meeting Break
Coffee and iced tea are served.
3:45 pm - 5:15 pm
Bank Introductions / Share Your Wins
This “open mic” session will provide attendees the opportunity to discuss some the biggest organizational, process and efficiency wins through the use of Credit Track and Portfolio Track. Attendees can volunteer information and ask questions about how others solved specific problems.
5:30 pm - 6:30 pm
Cocktail Reception
15FiftyFive Terrace

Day Two - Pelican Ballroom / Conference Center (Dress: Business Casual)

7:45 am - 8:30 am
A breakfast buffet is served in the Conference Center Foyer.
8:30 am - 9:15 am
Process Management: Using Metrics to Scale
Credit Track supports a wide range of metrics that give clients deep visibility into the workflow at the heart of their Credit and Lending Processes. By utilizing these metrics, Clients can quickly evaluate performance fundamentals, such as where the chokepoints, bottlenecks and resource gaps are in their processes and organization as a whole. This session will provide the fundamentals of how to utilize these metrics and apply them to your Process Management Practice.
9:25 am - 10:00 am
Credit Track Administration Primer
This session will cover the basic processes of Administering Credit Track users and settings.
10 am - 10:15 am
Meeting Break
Coffee and iced tea are served.
10:15 am - 11 am
Driving Data Errors to Zero
This session will review some of the common issues relating to bad, duplicate and rogue data coming from the Core and other adjacent systems. We will cover how to identify the problematic data before it becomes an issue in Production, how and where to correct it, and how to create an on-going practice to keep the data clean.
11:05 am - 11:20 am
Sponsor Presentation
BankSight, a Bottomline Technologies company
11:30 am - 12:15 pm
An Introduction to Business Requirements Development
This session will provide a step-by-step process, including templates, that can be used to translate user requirements into actionable documents that define the problem to be solved, the business value (ROI) that will be created by the solution, and define in sufficient detail the work that needs to be performed by an IT or Technical Team.
12:15 pm - 1:15 pm
A lunch buffet is served in the Splashes Bar.
1:15 pm - 2:30 pm
Open Q & A Session
Open Season with Zubin Mehta, Rob Sommerfeld and Josh Young.
2:35 pm - 3:15 pm
5 Things about the Credit Track Platform
This session will discuss and demonstrate five features within Credit Track that you may not be taking full advantage of, including – How to manage the 3 D’s – data, deals and documents that have been misplaced, put in the incorrect status or deleted. – How to partition and allocate data in preparation for an Audit.
3:15 pm - 3:30 pm
Meeting Break
Coffee and iced tea are served.
3:30 pm - 4:15 pm
Managing the System of Record for Documents: Sweeping from the Credit Track Credit File
Credit Track provides very robust Credit File functionality, allowing users to store, organize and re-use when appropriate documents, spreads, reports and a variety of other data. However, some clients have also opted to “sweep” information from the Credit File to their system of record. This session will discuss the options and Best Practices to sweep or copy the data from the Credit File to the System of Record.
4:20 pm - 5 pm
Product Roadmap and Closing Remarks
The closing session will cover the near-term roadmap for the Credit Track Platform as well as any other topics brought up during previous sessions that attendees wish to discuss in more detail.
5:15 pm - 6:15 pm
Cocktail Reception
Beverages are served on the Ocean Terrace.
6:30 pm - 9 pm
Mozambique, 1740 S. Coast Hwy, Laguna Beach, California


Oct 23 2019 - Oct 24 2019

More Info

Resort Venue
Surf and Sand Resort, Laguna Beach


Surf and Sand Resort, Laguna Beach
1555 S Coast Hwy, Laguna Beach, CA 92651
Resort Venue
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