ENLIGHTEN May 6-9, 2012 • Hilton Daytona Beach Oceanfront Resort Inspiring Adaptability Flexibility and Growth MUG 2012 Theme.indd 1 4/12/12 4:50 PM 12-0097 Miser User Group Ad Full_Layout 1 3/29/12 1:53 PM Page 1 CHANGING THE SECURITY PARADIGM. YOU CAN'T HACK WHAT YOU CAN'T SEE. Navigating and protecting your organization is more challenging than ever. Securing data is critical for all organizations and for some -- lives depend on it. That's why Unisys developed the Stealth Solution -- a secure, agile and cost-effective way to make your data invisible without reconfiguring your network. And with Common Criteria EAL4+ certification for protection of data-in-motion across any network, Stealth is qualified to support your mission critical operation. Learn more about the newest addition to the Unisys CyberSecurity portfolio at www.unisys.com © 2012 Unisys Corporation. Unisys is a registered trademark of Unisys Corporation. THANK YOU To Our 2012 MISER Users Group Annual Meeting Sponsors! PLatiNUM SPONSORS FIS ACI Worldwide Unisys/Burroughs Please attend our Platinum Sponsors’ Sessions Monday: 10:30 – 11:30 AM – ACI Worldwide • Coquina G Monday: 2:45 – 3:45 PM – FIS • Coquina F Tuesday: 3:00: 4:00 PM – Unisys • Coquina H GOLD SPONSORS Online Resources SILVER SPONSORS Intuit Élan Meridian Link BRONZE SPONSORS Attachmate BankTel Systems DataCard Group 2 MUG 2012 MISER USERS GROUP 2012 ANNUAL MEETING May 6-9, 2012 • Hilton Daytona Beach Oceanfront Resort Table of contents in order of appearance Information and Schedule Important Information . 4 Schedule . 5 Meeting Room Map . 17 Exhibitor Listing . 18 Monday, May 7 The MISER Core at the System Level . 27 IRS, Year-End Tax Reporting . 33 Enterprise Data Security . 37 Tuesday, May 8 BI Above & Beyond . 41 Regulatory Update: Deposits . 45 Regulatory Update: Lending . 55 Maximizing Enterprise Output Manager . 63 Miser Purging: Best Practices . 79 Wednesday, May 9 Mobile Banking Users Panel . 83 MUG 2012 3 Important Information MUG PUB: This year, the main bar in the Hilton has Hotel check out time is 11:00 AM. Checking out been renamed the “MUG PUB” and is the central later than that could result in additional charges. meeting place for after-hour networking with If you need a late check-out, please ask the Hilton colleagues! Front Desk if it is available. On Wednesday, when the program ends around noon, the hotel will be Prizes: All of our Platinum Sponsor Vendor Sessions prepared for a large number of early checkouts and feature prizes valued at $500 each, and all you have will be able to hold your luggage for you if you wish to do is attend and get a ticket for the drawing – to check out before the sessions begin and then pick don’t be late, though as tickets are only given out up your luggage afterwards. during the first 15 minutes. Thank The Sponsors: Be sure to thank the 2012 Your badge must be worn for entry into all MUG MUG Annual Meeting Sponsors! Their support is vital meeting rooms and the Experience Center (exhibit to the overall success of the meeting. hall). FIS Sessions are open to Users and approved FIS Attire for the entire meeting is casual. Be sure to vendors only. dress in layers and carry a sweater or jacket, as temperature in the meeting rooms is difficult to Welcome Party: After we wine and dine you in the regulate, and may be cold or warm. Experience Center (exhibit hall) on Sunday, the party continues outside by the Clock Tower at the FIS Remember to Vote in the annual MUG elections. If sponsored welcome party. This year’s outdoor picnic you are the the primary contact for your Financial theme also features very special entertainment – Institution, then you are the voting representative; music, a palm reader, henna and airbrush tattoo please stop by the Registration Desk and sign in for artist, and a caricature artist! More information can your ballot. be found in the flyer in your registration packet. Visit the Exhibitors! Not only do they have the Annual MUG party Tuesday night is across the street latest products, technologies and systems to make from the hotel at the Daytona Lagoon and has a your life easier… they also hold the stamps for the Gilligan’s Island theme. You don’t have to swim or ever-important Grand Prize Giveaway Drawing Card even wear a bathing suit to enjoy this party – there – a $1,500 Best Buy Gift Card! In addition, a cash will be dinner, drinks, live music and dancing, as well drawing will be held at every event in the Experience as lots of special contests and events described in Center (exhibit hall)…breakfasts, breaks, desserts, the flyer enclosed in your registration packet. (Do and receptions. remember your ID for security reasons and bring cash if you wish to purchase cocktails – wine and A message board is located near the MUG beer are free. registration desk for messages coming into the hotel and messages you wish to send to colleagues. In consideration of others, please be sure to turn off your cell phone before entering meeting rooms. We ask that you refrain from smoking during all parties and meal functions. 4 MUG 2012 MISER USERS GROUP 2012 ANNUAL MEETING May 6-9, 2012 • Hilton Daytona Beach Oceanfront Resort SUNDAY, MAY 6, 2012 7:00 – 11:00 a.m. 3:30 – 5:00 p.m. Decorator Set-Up for Exhibits Subgroup Meetings Room: Coquina Ballroom A-E Please attend the business meeting of your regional or institution subgroup. You don’t have to have been 10:00 a.m. – 7:00 p.m. Registration Open active in the subgroup before; this is your opportunity to meet other users in the group and discuss best Oceanview Preconvene North practices and challenges. Name badge Lanyards Sponsored by Intuit Eastern MISER Users Group (EMUG): Room: Coquina G North Eastern Region MUG (NEARMUG): Conference Tote Bags Sponsored by Online Resources Room: Coquina H INDYMUG/CHUG: Room: Flagler B 11:00 a.m. – 4:00 p.m. Exhibitor Set-up – Coquina A-E Credit Union MUG (CUMUG): Room: Flagler C 11:00 a.m. – Noon MUG Executive Committee Meeting 5:15 – 7:00 p.m. Noon – 1:00 p.m. Welcome Reception with Exhibitors Executive Committee and Subgroup Enjoy hors d’oeuvres, two free drink tickets for beer Chairs Luncheon and wine, and a cash bar at the opening social event Room: OceanView Room (second level) of the Conference. 1:00 – 2:30 p.m. Room: Exhibit Hall – Coquina A-E MOSUG Meeting 7:15 – 10:00 p.m. Room: Coquina F FIS Welcome Dinner 1:00 – 2:20 p.m. Location: The Clock Tower Patio Open Rooms: User Collaboration Meetings Get together with your friends and colleagues at the Room: Flagler A, B, & C annual opening party of the MUG Conference! Enjoy If you wish to use one of these meeting rooms, please dinner, drinks, and music out on the patio on the sign up for a time at the Registration Desk. beach side of the hotel. Refer to the flyer enclosed in your registration envelope for a full menu description 2:30 – 3:30 p.m. as well as entertainment descriptions. ACI Worldwide User Session Room: Coquina G Sponsored by FIS BA Advisory Board Room: Coquina H Xyquad User Meeting Room: Flagler A MUG 2012 5 MONDAY, MAY 7 7:15 a.m. – 5:00 p.m. 10:00 a.m. – 6:30 p.m. Registration Open Exhibit Hall Open Room: Oceanview North Coquina A-E 7:15 – 8:00 a.m. 10:00 – 10:30 a.m. Continental Breakfast in Exhibit Hall/ Networking Break with Peers and Showcase Exhibitors Room: Coquina A-E Sponsored by Datacard Group Sponsored by: Elan $100 Cash Drawing! $100 Cash Drawing! CONCURRENT SESSIONS Please note that the Exhibit Hall will remain closed during our opening ceremonies so that everyone can 10:30 - 11:30 a.m. take part! Branch Automation Release and Highlights Room: Coquina F 8:00 – 8:15 a.m. Lenn Freeman, FIS Welcome and Opening Remarks Earl Higginbotham, Chair, MISER Users Group Moderator: Brad Grant, Wings Financial Credit Union Room: Grand Ballroom Sit back and prepare to be enlightened about the 2012 MISER Branch Automation Release highlights. 8:15 - 10:00 a.m. During this session, learn how the MISER BA workflow FIS Strategic Products and Services toolkit will move your institution to the next level, Update and MISER Product Direction adding both flexibility and structure to your daily Join FIS MISER Executive Leaders for a recap of the processes. You’ll also be inspired by a review of FIS and MISER products and services as well as a MISER BA’s best forgotten features to renew your look forward for 2012. zest for computing. Room: Grand Ballroom Suggested Audience: Deposits, Loans, Branch 8:35 - 9:00 a.m. Operations FIS & UNISYS FIRST Innovations Award The 2nd Annual FIRST Innovations Award will recognize one of your fellow MISER Institutions for a unique innovation in 2011. Room: Grand Ballroom Visit the Exhibitors! 9:00 – 10:00 a.m. They have the latest products, Jackie Roberts, Lenn Freeman, FIS Join the FIS MISER Product Managers for a technology, and systems to presentation demonstrating how MISER is leveraging make your life easier. the power of FIS through INTEGRATION to FIS strategic products and services. Room: Grand Ballroom 6 MUG 2012 MONDAY, MAY 7 ACI Worldwide Vendor Session: ACI/ 11:30 a.m. - 12:30 p.m. S1 Branch Automation and Interaction New Attendee Luncheon Management Room: Oceanview Room Room: Coquina G New Attendees only!!! Please attend an enlightening Moderator: Mike Dembowski, Workers’ Credit Union meet-and-greet luncheon with the MUG Executive Committee and Subgroup Chairs.