May 5-8, 2013 Hyatt Regency Grand Cypress • Orlando, Florida MUG 2013 Annual meeting MISER USERS GROUP MUG Chairman’s Message I would like to encourage everyone to join us at the 32nd Annual MUG Conference at the beautiful Hyatt Regency Grand Cypress Hotel in Orlando, Florida. Our members enjoy Orlando for the travel convenience and close proximity to all the thrilling theme parks. Bring your family along to enjoy the Orlando attractions. The resort also offers a wonderful meeting space in which to hold our popular conference.
Has the past year been a puzzle for you in terms of business direction for your financial institutions? Our theme for the conference this year is “Piecing Together the Power of MISER.” I believe that you are going to derive enormous benefit from the conference. As in the past, this year the Executive Committee relied heavily on the responses from the surveys, subgroup meetings, Customer Care items, and feedback from the members from the previous conferences. The Executive Committee has worked closely with FIS MISER to develop the diverse menu of topics, most of which will incorporate user panels and open forums. FIS personnel also stand ready to provide deeper knowledge about the many facts of the system. Users all have much to share and to learn from each Roger Chalkley, MUG Chairman other, whether your financial institution is a commercial bank, credit union, or community bank.
MUG leadership heard that you want more sessions. We ambitiously created a fourth track of breakout sessions focusing on e-Commerce topics. We also designed the sessions with three other “tracks” in mind: front office, back office and data center/network operations. The MUG 2013 Annual Meeting will also have another exciting presentation of the Unisys/ FIS FIRST Award, which recognizes the most creative and innovative social service or product idea for marketing, customer/member service or MISER usage.
We are very excited to unveil our Exhibit Hall, which will provide you a multitude of product and service choices. Please take advantage and interact with the vendors and your peers at every opportunity. To overcome the issue of having several people trying to listen to one vendor, we created a Showcase Theatre that enables vendors to take advantage of talking to a small group.Another exciting development this year is that we are unveiling a smart phone app on the conference to help you plan your time and interact with your peers.
Overall, the MUG Executive Committee and FIS are working hard to make this the best MUG conference yet! As in the past, the attire for the entire conference, including our social events, will be casual. A couple of suggestions from past attendees are to bring a sweater, as the air conditioning sometimes gets a bit chilly, and to wear comfortable shoes. Our Tuesday night party will have a Western Theme, so you can enjoy dressing up to fit the theme and be sure to put on your dancing boots for some good ole foot stomping fun! I know we all attend MUG to broaden our business knowledge and to share ideas, but let us also make time to have some fun and enjoy each other’s company.
One last tidbit about the power of MISER you may not have known. MISER is the largest FIS core in the number of assets processed, more than $280 BILLION in total assets of its users! Come learn and help each other “Piece Together the POWER of MISER!”
I look forward to seeing you all at MUG!
Roger Chalkley Chair, MISER Users Group Home Bank SB (IN17) Piecing together the power of MISER
ACCOMMODATIONS The MISER Users Group will meet this year at the Hyatt Grand Cypress Orlando, Florida.
Room Rate: $185.00 single or double (be sure to identify yourself as a MUG member)
Reservations: You may call 1-888-421- 1442 to make your hotel reservations. Be sure to identify yourself as being with the MISER Users Group, so as to get our special convention rate of $185 single or double.
For more information and to make reservations online, go to: http://www.yourmug.org/annual-meeting
Reservation deadline: TBA
Check-in: 4:00 p.m.
Checkout: 11:00 a.m.
You can ask the hotel for a late checkout, but it is their prerogative to grant it.
Hyatt Regency Grand Cypress One Grand Cypress Boulevard Orlando, Florida, 32836
Phone: 407-239-1234 Fax: 407-2393800 www.hyattgrandcypress.com
You can reach the hotel easily from the Orlando International Airport. Session Schedule & Events The MUG Executive Committee FIS will offer something new this please note that we have a limit has made some changes to the year: four product sessions on of 24 people, one person per educational tracks this year. Sunday afternoon from 4:10 to 5:00 institution, on a first-come, first- Sessions will be grouped under p.m. for anyone interested. served basis. Front-End Operations, Back Office Operations, eCommerce, and The Executive Committee decided All Thursday sessions must be Data Center/Network Operations. to hold a four-hour FIS training registered and paid for separately Although many sessions will cover session on Wednesday afternoon with FIS, although we will add a link the traditional loans and deposits about how to do Service Charging. to the website to FIS Education to features of MISER, we wanted to For those of you who want to stay make this process easier. look at these in a broader way and and learn more about this topic, to help you match more easily your FIS training personnel will conduct attendees to the sessions. the course at no charge. However, Sunday, May 5 7:00 – 11:00 a.m. 4:10 – 5:00 p.m. Vendor Showcase Setup-Decorator FIS Product Showcases Lending Solutions (FLO, LoanVantage) 8:00 a.m. – 4:00 p.m. ImageCenter FIS Showcase Setup Connections eDelivery 10:00 a.m. – 7:00 p.m. Registration 5:30 – 7:00 p.m. Welcome Reception with Exhibitors A Cyber Café will be set up near the registration area for the use of all attendees. Grand Opening of the FIS and Vendor Showcase. Enjoy hors d’ouevres, two free drink tickets (beer and wine 11:00 a.m. – 4:00 p.m. only), and a cash bar at the opening social event of Exhibitor Setup the conference. Attendees will meet the vendors and 11:00 a.m. – 12:00 p.m. see the FIS center. We will once again be featuring a Vendor Theater where vendors provide 10-minute MUG Executive Committee Meeting presentations for any interested attendees. 12:00 – 1:00 p.m. 7:00 – 11:00 p.m. Executive Committee/Subgroup Chairs Luncheon FIS Welcome Dinner 1:15 – 2:00 p.m. Location: Upper Pool Deck MOSUG Meeting Get together with your friends and colleagues at 2:00 – 3:00 p.m. the annual opening party of the MUG Conference, Front End Users Meetings sponsored by FIS. Enjoy a Caribbean-themed party ACI (formerly S1) with dinner, drinks, and music outside by the amazing MISER BA Grand Cypress swimming pool! Xyquad Sponsored by FIS
3:00 – 4:00 p.m. Subgroup Meetings INDYMUG/CHUG, EMUG, NEARMUG, CUMUG Monday, May 6
7:15 – 5:00 p.m. 12:00 – 1:00 p.m. Registration Open General Luncheon in the Atrium
7:15 – 8:00 a.m. New Attendees Luncheon (for First-Timers) Breakfast in the Showcase and Exhibit Hall New Attendees only!!! Please attend an enlightening 8:00 – 10:00 a.m. meet-and-greet luncheon with the MUG Executive FIS Opening Session Committee and Subgroup Chairs. Learn the ins and outs of the conference and the value of your MUG 8:00 – 8:15 a.m. membership. Meet your subgroup chairperson and hear Welcome and Opening Remarks how you can participate and listen to what your peers Roger Chalkley, MUG Chairman are experiencing with MISER and other solutions. The MUG leadership is available to answer your questions 8:15 – 10:00 a.m. and help you get the most out of your Conference FIS State of the Union experience! Rachel Landrum, Jerry Nissen, Jackie Roberts & Lenn Freeman, FIS, and Pat White, Unisys Intuit Lunch Roundtable (for Intuit Users) Moderator: Roger Chalkley, Home Bank SB (IN17) Advance Registration Required.
Join us as we kick off the most exciting MUG conference Enjoy lunch with fellow IFS users and IFS representatives. ever! Rachel Landrum, EVP of FIS Integrated Solutions, This lunch roundtable discussion provides you an will welcome the MISER community to this year’s opportunity to network with the focus on IFS and conference, followed by a presentation from Jerry MISER matters. Nissen, SVP and General Manager of Real-time 1:00 – 1:30 p.m. Solutions. Jerry will discuss the long-term strategic Dessert and Networking Break in direction of MISER and how that vision creates value within your financial institution. The MISER Product Exhibit Hall/Showcase Managers will then outline some structural changes to $100 Cash Drawing! Enjoy the Desserts! the development process that will result in a positive 1:30 – 3:00 p.m. impact on your end users. General Session: Preparing for Release 2013 We’ll wrap up the opening session with a presentation Jackie Roberts, Lenn Freeman, FIS of the 3rd Annual FIRST Innovations Award. FIS and Moderator: Roger Chalkley, Home Bank SB (IN17) Unisys are pleased to announce this year’s MISER Institution winner for unique innovation in 2012. Join the MISER Product Management team as we explore the upcoming MISER Releases for 2013. Learn 10:00 – 10:50 a.m. more about the major development projects and how Networking Break in Showcase they can benefit your institution. $100 Cash Drawing! 3:00 – 4:30 p.m. 11:00 – 12:00 Noon Refreshments Available outside meeting rooms General Session: MISER—Leveraging Technology Jerry Nissen, Bob Clark, Tom Kuhn, FIS Moderator: Roger Chalkley, Home Bank SB (IN17)
You won’t want to miss this important general session detailing the future of MISER. FIS is leveraging the latest innovative technology to deliver a solution that focuses on four key areas: security, seamless integration, superior usability, and consistency. Join Bob Clark, MISER Development Director and Tom Kuhn, Manager of MISER Desktop Solutions, as they profile the future of MISER technology. MUG 2013 Monday, May 6 Annual meeting
CONCURRENT SESSIONS 3:15 – 4:15 p.m.
Open Forum: Combined Statements FIS PLATINUM SPONSOR SESSION Moderator: Kristie Morrison, Eastern Savings Bank FIS Digital Solutions – Online, Mobile & More (MD05) Margie Cieplak, VP eBanking Solutions
Do you need to find the missing link with establishing Change has become the norm in the financial services combined statements? Hear how others have solved industry - Internet Banking, Bill Payment, Mobile this brainteaser for their institution. Banking, Remote Deposit Capture, and Tablets. Is there Suggested Audience: Front End, Back Office, Data really a digital revolution in the works? What about the Center/Network Operations rise of tablets? Mobile payments? Join us for insight into the latest industry trends and advances in the FIS Closed-End Lending vs. Open-End Lending digital channel solutions. (including Reg Z changes) Moderator: Mike Dembowski, Workers’ Credit Union User Panel: Maria Novak, University of Wisconsin CU; (MA03) Deb Revoir, Wings Financial Suggested Audience: eCommerce
Moderator: Earl Higginbotham, Vystar Credit Union Drawing for Five $100 Cash Awards! (FL27) Open Forum: Disaster Recovery Testing Regulations continue to impact our institutions, how we lend to our clients, and, essentially our bottom lines. Moderator: Brad Grant, Wings Financial (MN02) Our user panel will enlighten you about how they cope with the Regulation Z changes in their open-end and Disaster strikes at the least opportune time and in most closed-end lending worlds and possibly provide your cases we only have time to react to it. Some clients institution with insight on why one may be easier to outsource the support of their DR host, others maintain adjust than the other. a second system, while others may engage in a CO-LO Suggested Audience: Back Office, Front End arrangement and/or serve as DR sites for each other in some mutually agreed upon arrangement. Come prepared both to share and listen as we work together to share unique approaches to Disaster Recovery centered on the MISER environment.
Suggested Audience: Data Center/Network Operations Piecing together the power of MISER
CONCURRENT SESSIONS 4:30 – 5:30 p.m.
Open Forum: Regulated Plans Unisys Platinum Session Moderator: Beth Tomlinson, Bedford Federal Savings Encryption – What the Real Scoop? Bank (IN18) Steve Koss, Unisys Moderator: Debbie Bell, Ameriana Bank (IN02) You don’t have to play Jenga to process retirement plans. Let’s pull out some of the pieces and talk about The ever-popular Steve Koss returns to talk about the various plans--Traditional, Roth, ESA, & HSA--and Encryption as it relates to the MISER system. Auditors, see what they have to offer. Not to mention some of PCI and SOX Compliance, Risk Assessments - what do the different transactions like the split beneficiary and they have in common? An obsession with Encryption. successor beneficiary that help streamline deceased So, let’s look at what these really mean, what types of plans. encryption are available on your Unisys system, what their effects are, and where their benefits might be. But don’t let the federal withholding notices (SVD100) tip the tower. There’s too much to learn about these Suggested Audience: Data Center/Network notices? Did you know there are two programs that 6:00 – 7:00 p.m. produce RMD notices, but only one also produces Puzzle Me This! “Piecing Together the Power of statements and substitute 5498s (SVR534 vs. SVR529)? We’d like to hear what your institution in running. MISER” Themed Reception in Exhibit Hall There’s much to be revealed in this session. Come Before going out to dinner, stop by the Exhibit Hall prepared to share your knowledge. for an extended session learning about the latest Suggested Audience: Front End, Back Office and greatest products from FIS and other important vendors. Open Forum: Escrow for Taxes and Insurance Enjoy hors d’ouevres, two free drink tickets (beer and Moderator: Earl Higginbotham, Vystar Credit Union wine only), and participate in the playing card matchup (FL27) game as you visit with our allied vendors. Be alert for Continuing to build on the last couple of years of lending special treats and surprises! servicing open forums, we want to hone in on a couple 7:00 – 11:00 p.m. of specific elements of those exercises in our shops: Volleyball by the Lake escrowing for taxes and insurance. Attend, bring a tip or question from your institution, and see the power of For those who don’t want to go to dinner, or if you “the forum” take effect. want to play after gorging yourself, we will have the Suggested Audience: Back Office MUG volleyball “tournament.” No prizes or serious competition, just fun on the sand under the lights. Beer Consolidated Exception Processing will be provided. User Panel: Kristie Morrison, Eastern Savings Bank; Ri 7:00 p.m. sch Bergman, Inter-State Federal S&L; Trish Hunt, VyStar Free Time for the evening Moderator: Kristie Morrison, Eastern Savings Bank (MD05) Monday Night is Free to Have Dinner and Socialize with Vendors, FIS Employees, and Fellow Users. There Explore how your fellow users are solving the puzzle are many excellent restaurants on site at the hotel as of Consolidated Exceptions. Find out who’s responsible well as at nearby Downtown Disney and Universal’s for posting and who’s reviewing. Discuss transactions, CityWalk. Just contact the Grand Cypress Concierge reports, notices, fees, parameters, and much more. Desk for assistance. Suggested Audience: Back Office MUG 2013 Tuesday, May 7 Annual meeting
7:45 a.m – 5:00 p.m. 9:30 – 10:15 a.m. Exhibit Hall/Showcase Open Networking Break in Showcase
8:00 a.m. – 4:00 p.m. $100 Cash Drawing! Registration Open 8:00 a.m. – 8:30 a.m. CONCURRENT SESSIONS Breakfast in Exhibit Hall/Showcase 10:15 – 11:15 a.m. 8:00 – 9:30 a.m. Keynote Speaker: New Account Opening User Panel: Angenette Garcia-Soza, Capitol Federal; Bob Gray, CSP HoF Rich Maslanka, BankFinancial; Bob Gray Joan Roche, Flushing Savings Bank emigrated to Moderator: Debbie Bell, Ameriana Bank (IN02) Canada from England in 1979 as A panel of individuals from three institutions will an entertainer. share their best practices for opening new deposit He emigrated under a accounts. You will leave this session with some great unique condition...he had to ideas to borrow, enabling you to open new accounts prove he wasn’t taking a job more efficiently, accurately and without paper. from a Canadian. He wasn’t; in fact, Bob Suggested Audience: Front End, Back Office wasn’t taking a job from anyone else in the world- -as a Guinness World Record holder he was uniquely qualified. Open Forum: Rate Index Management
He first traveled North America demonstrating his Moderator: Kristie Morrison, Eastern Savings Bank (MD05) incredible memory and unique abilities. He then entered MISER offers various solutions to establish rate indices. the fitness industry. Using his memory techniques he Come prepared to discuss the method(s) your institution never forgot a client’s name, he remembered their is using. Was it easy to set up? Is it well received by individual fitness goals, interests, hobbies and even your customers/members? Help us find the answers to the names of their spouses and children. Consequently, these riddles. he quickly became the top salesperson, winning every individual sales contest the company offered. He was Suggested Audience: Back Office asked to share his techniques at a fitness convention, and he was hooked. Mobile and Remote Capture For more than 25 years, Bob has taught the same memory User Panel: Stacy Darling, Ameriana; systems to many Fortune 500 and 100 companies such Polly Belden, Wings Financial; Trish Hunt, Vystar as DuPont, Johnson & Johnson, Ford, GM, GE, FedEx Moderator: Earl Higginbotham, Vystar Credit Union (FL27) and Boeing. He is also a Certified Speaking Professional (CSP) the highest earned designation in the speaking Checks aren’t dead yet, and if you don’t offer the industry, and in 2006 was inducted into the Speaking service already, your management is probably talking Hall of Fame. about it. Learn from your peers about their capture solutions to help improve your offering or gain some He has demonstrated his incredible memory many facts to prepare for when it comes to your institution. times on national TV, including the Today Show, Regis Suggested Audience: Back Office, eCommerce and Ripley’s Believe It Or Not. Piecing together the power of MISER
In the Guts With Gary meet the demands of our customers/members who Gary Henriques, FIS increasingly want to connect and manage their accounts online. Moderator: Brad Grant, Wings Financial (MN02) Suggested Audience: eCommerce, Front End, Data Gary will cover Unisys System Software update, 2013.1 Center/Network Operations database reorganization update, MISER Utilities review, and other subjects yet to be determined. This will be a Automating Vendor Management highly technical session and is recommended only for User Panel: Roger Chalkley, Home Bank, SB; systems technical personnel. Earl Higginbotham, VyStar Suggested Audience: Data Center/Network Moderator: Roger Chalkley, Home Bank SB (IN17) Operations, Back Office Does organizing the whole vendor management process puzzle you? Can you connect all the required Concurrent Sessions documents into a whole picture? Come listen to our panelists discuss software their institutions are using to 11:30 a.m. – 12:30 p.m. streamline this important process. Open Forum: Overdraft Services and Client Suggested Audience: Data Center/Network Operations Counseling 12:30 – 1:30 p.m. Moderator: Kristie Morrison, Eastern Savings Bank (MD05) General Luncheon in the Atrium
What types of overdraft services are being offered by Information Security Roundtable Luncheon institutions to protect accounts from being overdrawn? David Mason, Wings Financial Credit Union Are your clients receptive to these services and are you Rob Libbert, Allegacy Federal Credit Union providing account counseling as well? Come prepared to share your piece of the puzzle. Optional session to talk about how institutions Suggested Audience: Front End, Back Office, are handling information security. eCommerce Lunch will be served.
Regulatory Update - Loans Sam Teague CONCURRENT SESSIONS Moderator: Mike Dembowski, Workers’ Credit Union (MA03) 1:45 – 2:45 p.m. Back by popular demand is Sam “The Regulation Man” Hurricane Sandy and Business Continuity Teague! Sam has been with us for a long time and will Preparedness help to keep you informed about all the changes that User Panel are coming up in the next year regarding loans. An annual favorite of MUG members. Moderator: Mike Dembowski, Workers’ Credit Union Suggested Audience: Front End, Back Office (MA03) It hasn’t been that long since Hurricane Sandy made Internet Banking & Cohesion her way up the East Coast, causing massive havoc and User Panel: Andrew Stoute, Wings Financial; destruction. Some of our friends in the financial world Moderator: Brad Grant, Wings Financial (MN02) also took a devastating blow. Come listen, learn, and plan accordingly for the next “Sandy” that may head Gone are the days of inviting the customer/member to your way from users that experienced it first-hand. do business with you on your terms. Now we do business Suggested Audience: Front End on the customer/member’s terms. Invite yourself into the dialogue about how we can best be prepared to MUG 2013 Tuesday, May 7 Annual meeting
1:45 – 2:45 p.m. CONCURRENT SESSIONS continued CONCURRENT SESSIONS Regulatory Update - Deposits 3:00 – 4:00 p.m. Sam Teague “Lending Tree” – Creating Loan Volume Moderator: Earl Higginbotham, Vystar Credit Union (FL27) User Panel: Ameriana; Third Federal; MECU What Sam does for loans, he then does for deposits. Moderator: Earl Higginbotham, Vystar Credit Union (FL27) Sam stays on top of all the regulations, and explains them to you in clear language and with humor. Now that we have adapted to the economy, it has driven institutions to get creative with new lending Suggested Audience: Back Office, Front End options and channels. Learn from your peers about programs they’ve created at their institutions to learn Bill Payer Alternatives and leverage their experiences to help increase your User Panel institutions’ loan volume. Moderator: Beth Tomlinson, Bedford Federal Savings Suggested Audience: Front End, Back Office Bank (IN18) RCIF Consolidation & Segregation Just when you thought that the bill paying method was User Panel: Kristie Morrison, Eastern Savings Bank; the most convenient and cost-effective method for Joan Groome, Virginia Credit Union; your customers/members, alternative methods have Shelly Clark, GECU come along, making it even easier! Come and listen to Moderator: Kristie Morrison, Eastern Savings Bank some of the new ideas out there that may actually make (MD05) paying bills enjoyable. Suggested Audience: eCommerce Let’s review your favorite tips and tricks when consolidating RCIF records. Are you faced with any Dashboards and Business Activity Monitoring challenges along the way? Have you forgotten about Open Forum the RCIF Customer Segregation feature? We will explore how this lost and forgotten feature works. Moderator: Brad Grant, Wings Financial (MN02) Suggested Audience: Back Office, Front End Dashboards are only good as long as they are relevant to the person using them. Find out how others are Open Forum: Tips and Tricks for Managing publishing “dashboards” and the kind of data that Plastics people are finding relevant. What is BAM, what value Moderator: Brad Grant, Wings Financial (MN02) does it bring, and how does BI fit into it all? Join the BAM session and explore creative ways to improve the This session will enable you to review the options, hear way you monitor your business. from people who are doing both, and leave with a Suggested Audience: Data Center/Network better understanding of the Credit Card Management Operations, Front End, Back Office, eCommerce Strategy that works for you! Suggested Audience: eCommerce, Front End, Back Office Piecing together the power of MISER
Open Forum: Enterprise Data Security CONCURRENT SESSIONS Moderator: Mike Dembowski, Workers’ Credit Union (MA03) 9:45 – 10:45 a.m. Today’s users are everywhere and on every device, and data protection needs to be everywhere, too. The Open Forum: Safe Deposit Boxes growing use of smart mobile devices, BYOD initiatives, Moderator: Kristie Morrison, Eastern Savings Bank (MD05) new application delivery models, and the advent of cloud computing mean that IT departments cannot There are so many segments that make up the safe secure business information simply by locking down deposit box application. Come share your knowledge PCs and servers. These technologies call for a more of opening boxes, posting payments, assessing fees, sophisticated approach to information security, in which and various other aspects of solving the mystery behind access is managed according to risk, and protection is safe deposit boxes. balanced with mobility and usability. Are you feeling Suggested Audience: Front End, Back Office secure? Come and explain your techniques or learn from others! Sharing Parameters Suggested Audience: Data Center/Network Operations Bob Clark, FIS Moderator: Debbie Bell, Ameriana Bank (IN02)
4:00 – 5:15 p.m. This session will cover what we are doing to understand Last Roundup in the Showcase better how you are using the MISER system. This includes the parameter review to determine the most Join us in the Exhibit Hall for go-round the FIS product common parameters used by banks and credit unions, offerings and those of our independent vendors. which parameter values are being used, and which are Enjoy various drawings leading up to the Grand Prize not. We are also reviewing the transactions utilized by Giveaway – A $1,500 Best Buy Gift Card! You must be channel and how this information will shape our new present to win! desktop solution. Suggested Audience: Back Office, eCommerce 6:00 – 11:00 p.m. MUG Annual Party Open Forum: Emerging Fraud Trends We’ll have an Old West theme for the annual event Moderator: Brad Grant, Wings Financial (MN02) that brings everyone together. Right on the Grand The snake-oil salesmen and bunko artists of yesteryear Cypress property is a themed wilderness area, a employed methods that seem quaint today. Today’s short walk out the back doors. We’ll have roping fraudsters employ the latest technological advances in demonstrations, a horseshoe contest, Country line- sophisticated attacks on your data vaults. Are you aware dancing lessons, and lots of food! Be sure to bring the of the latest trends? This session will help you identify cowboy hat you’ll get at registration and wear your any trends that you may not be prepared to address. Wildest Western costume if you are so inclined. Suggested Audience: eCommerce
8:30 – 9:30 a.m. Unisys Session: Business Continuance and MUG Annual Business Meeting Disaster Recovery Annual election of officers, association reports and Moderator: Earl Higginbotham, Vystar Credit Union (F27) updates, discussion of conference quality and FIS Killing Nemo? Hurricane Sandy? We’re not scared. Come issues. learn how Unisys and their partners can help you with business continuity and disaster recovery preparations to stave off the worst Mother Nature can muster. Suggested Audience: Data Center/Network Operations MUG 2013 Wednesday, May 7 Annual meeting
11:00 a.m. – 12:00 Noon General Session: Future of the Industry and NEW THIS YEAR Strategies for Getting to the Next Level Bruce Lowthers, FIS Moderator: Debbie Bell, Ameriana Bank (IN02) 1:00 – 4:00 p.m. Bruce is Executive Vice Optional MUG-Sponsored Training Class President for FIS, responsible For the first time on Wednesday afternoon, FIS will be for North American Card providing a free post-MUG training session, which will Solutions. He is a be sponsored for member attendees by the MISER dynamic speaker Users Group. Limit of 24, one per institution, registered who will outline attendees only. Pre-register through FIS. FIS’ business strategy in light of Service Charging major industry trends. This session will discuss the various Service Charge Bruce is responsible Routines available within MISER. From Base Service for the North American Charge schedules to Commercial Analysis schedules Card Solutions division which delivers within MISER, you will find a variety of options, selections, approximately $1.1 billion in revenue and unique schedules that can be implemented. from Debit, Credit and Prepaid card Attendees will review a unique fee schedule to solutions and related services supported by over 1,700 incorporate exception pricing for Commercial Accounts payment fanatics. vs. a Base Service charge. This session will be beneficial to institutions currently developing new service charge Previously, Bruce has served in a number of executive routines or institutions wishing to change or improve positions for FIS in Sales and as General Manager of current service charge routines. the Global Payments Software business. Over the last Suggested Audience: Deposits, IT, Those charged with four years Bruce has led the development of FIS’s Go creating/maintaining Service Charge routines to Market Strategies, Global Sales Infrastructure and Product Sales teams.
Prior to FIS, Bruce held the position of Senior Vice President of Community Markets at eFunds, responsible for the P&L for all payment and risk products for that Market as well as executive officer positions at four startup companies, including CFO of a publicly held company.
Bruce holds a bachelor’s degree in business administration from the University of Massachusetts and began his career as a Certified Public Accountant.
12:00 – 12:10 p.m. Closing Summary Debbie Bell, Ameriana Bank, MUG Chair Thursday, May 8 Post-MUG Classes Separate fee and registration through FIS. These provide more in-depth and hands-on training on various MISER features. A link to the FIS registration site will be posted on www.yourmug.org/annual-meeting.
9:00 a.m. – 1:00 p.m. 9:00 a.m. – 4:00 p.m. Rate Index Management BI Refresher
This session will contain a Rate Index overview, focusing Are you getting the most out of your BI? We realize that on Institution and Application level rates, User-defined BI is a powerful yet also large and complex product. index numbers, Blended rates that are a combination This class is your opportunity to review the essentials of blend/tiered, Rate history dataset, and Blended Rate of report building, along with some advanced tips rules. and tricks to answer how to solve some of the more common questions coming from our BI users. 9:00 a.m. – 4:00 p.m. Escrow Analysis Each tool available in BI will be covered: Report Builder, Query Builder, ALTIN Generator and Dashboard. The This session will provide an overview of Escrow report builder tool will lead into discussions about processing in MISER including Escrow Parameters, creating prompts, advantages of using Insert > Table Escrow Setup, Tax and Insurance Records, and > Table wizard and query level, filter, row, column and Escrow Analysis. Class is suitable for Loan Servicing filter. Administration, Escrow Servicing personnel, and others who wish to begin using the escrow accounts on loans Tips and tricks will be demonstrated throughout the class, of all types. for example, how to use calculated fields to enhance report grouping options and eliminate duplicating 9:00 a.m. – 4:00 p.m. balances. There will also be a demonstration of how to Commercial Loans/Participations create an ALTIN file using BI and the ALTIN Generator, a BI Analysis overview and recap of the 12.1 changes. This session will provide an overview of Commercial We end the class with our guide of what items should be Loan processing in MISER including Commercial Loan submitted to FIS when opening a case about BI. Parameters, Commercial Lines, Participations, and Collateral. You will learn to understand the structure of the Commercial Loan System and its components, determine the benefits of Commercial Lines, Cross Collateral, and Participations in Commercial Lending, and identify features unique to Commercial Loans, including Payment Schedules. Suitable for Commercial Program Administrators, Supervisors, and individuals interested in the use of the Commercial Loan Functionality within MISER. MUG 2013 Annual meeting MISER USERS GROUP 2013 Vendors Access Softek FIS ACI Worldwide Harland Financial Solutions Andera IMM Attachmate InfoIMAGE Banker’s Toolbox Intuit Financial Services B&L Associates Malauzai Software, Inc. Banktel Systems Meridian Link BIT, A Diamond Marketing Co. Mortgagebot BLM Technologies MVI Burroughs Online Resources Business Data Inc (BDI) PrintMail Systems Centurion, Inc. ProfitStars Computer Services, Inc. Q2 Ebanking CRIF Lending Solutions Reason Consulting & Software CSI Software & Mgmt. Associates Datacard Group SQN Banking Systems Dynamic Solutions Intl. (DSI) Unisys Elan Financial Svcs. Verafin Piecing together the power of MISER
Registration Full Spouse/Guest Registration Includes: Registration is mandatory for meeting participation. The • Welcome Reception Sunday Evening official Annual Meeting badge is required for admission • Sunday FIS Party to all meeting sessions, meal functions, exhibit hall, and • Continental Breakfasts Monday, Tuesday & special events. Wednesday • Party in the Exhibit Hall Tuesday Night Who Should Attend • Tuesday night Wild, Wild West MUG Party Business operations managers, mid-and upper-level • All Refreshment Breaks management, application specialists, audit personnel, and MISER IS/IT managers from any institution using We also offer individual ticket prices for each meal, MISER Software are urged to attend. should your spouse desire to only attend one or two; if they are going to attend all meal events, it will still How to Register be cheaper to purchase the full registration. All fees You may use the enclosed registration form if you are (if applicable) must be paid in full when submitting the paying by check, or you will receive an email shortly registration form. Acceptable methods of payment are inviting you to register for the meeting, which you can credit card, check or money order. complete online using a credit card. This registration will also be available within the members-only portion Substitutions of the MUG website: www.yourmug.org. Either method Substitution of one person for another from the same is acceptable, depending on your preference. company location is acceptable. There is no cost for Credit card registration is also available on-site. substitutions. Please notify the MUG Executive Office of the substitution in writing prior to the meeting or the Fees and Policies MUG registration personnel at the Annual Meeting so MUG Members (Users) - First Registration - FREE that our records can be corrected and a proper badge Each Additional Registrant from same company - $850 prepared for the substitute. MUG Members (Vendors) - $200 for additional representatives Conference App MUG Spouse/Guest - $250 This year for the first time there will be a conference app available for your use. Once you have registered, Member Registration Includes: and about a month before the meeting, you will be sent • All Program Sessions and Exhibits the instructions for downloading the app, as well as a • Instructional Materials and Handouts guide to its use. The Executive Committee is excited • Welcome Reception Sunday Evening about this added benefit for attendees and we will • FIS Welcome Party welcome your feedback during the meeting in order to • Continental Breakfasts Monday, Tuesday & improve the app for future years. Wednesday • Lunch Monday and Tuesday Attire • Party in the Exhibit Hall Tuesday Night The attire for the Annual Meeting is encouraged to be • Tuesday night Wild, Wild West MUG Party casual attire for all meetings as well as all social events. • All Refreshment Breaks Please note, however, that Florida hotels usually keep the meeting rooms well air-conditioned, so it might be wise to bring a sweater if you get cold easily.
Questions If you have any questions about registration for the Annual Meeting, call the MUG Executive Office at 407-647-8839, fax to 407-629-2502, or email to phil@ crowsegal.com. MISER USERS GROUP 341 N. Maitland Ave. #130 • Maitland, FL 32751 PH: 407-647-8839 • FAX: 407-626-2502 Email: [email protected] www.yourmug.org Hyatt Regency Grand Cypress • Orlando, Florida May 5-8, 2013