2007 education sessions were presented from 10 to 11 a.m. and 1 to 2 p.m. each day. The same sessions were repeated each time.
Check Processing 2007
Vendor Management
Marketing
IT Security
About the Presenters
“It’s Not Your Grandfather’s Backroom: Check Processing in 2007”
Presenter: Fred Laing, President, UMACHA
You’ll learn about the changes taking place in check processing, including Back Office Conversion (BOC) and Accounts Receivable Conversion (ARC), as well as key decision factors in the Merchant Capture image arena.
“How to Make Your CFO and the Examiners Happy: Vendor Management Tips”
Presenter: Nichol Beckstrand, COO, Sunrise Community Banks
Learn how to develop a vendor management program that satisfies the examiners and your CFO. Highlights include regulatory guidance; using a checklist to track key vendors; categorizing vendors as financially critical, informationally critical or both; and SAS 70 Reports—what they are and what they’re not.
“Marketing: Cost Center or Profit Center?”
Presenters: Chris Braccia, Director of Product Marketing-Retail Solutions, HARLAND and Tracy Gorman, Community Bank Marketing, HARLAND
“I know that 50% of my marketing dollars are working. I just wish I knew which 50%!” (anonymous bank CEO)
Without a thorough understanding of who your customers are, it is very difficult to develop an effective marketing strategy and plan. Understanding customer preferences, channel usage, profit contribution, behaviors, and purchase propensities are essential. You will learn the basic competencies that need to be in place to be successful. Explore how business intelligence can effectively help you segment and develop consistent, targeted communications. Discuss how to “marry” the marketing and sales functions to not only improve the return on your marketing investment, but also to assure you success in the markets you serve.
IT Security
Presenter: Randy Romes, Manager, Information Security Services Group, LarsonAllen
Achieving system security is a moving target. The hacker’s aim continues to improve. As we continue to enhance the security of their infrastructure, the hackers continue to find new ways to compromise your information systems. In recent months web application vulnerabilities have made up 50% or more of newly reported security risks. This session will demonstrate how real attacks against web applications work, what the risks are, and how to defend against them.
Information on the Presenters
Fred Laing is the President of the Upper Midwest Automated Clearing House Association (UMACHA). Of the 19 regional ACH associations, UMACHA is the fifth largest by volume, fourth largest geographically, and fourth largest based on the number of members with over 825. Laing has been at the UMACHA helm for over 20 years.
Nichol Beckstrand, COO of Sunrise Community Banks (a three-bank holding company in the Minneapolis/St. Paul area), oversees the operations of each bank including legal, regulatory, audit/compliance, financial operations management, and project management. Prior to her current position, she spent 10 years at LarsonAllen where she was a Principal in the Financial Institutions Group with experience as both an internal and external auditor. She has been involved in a variety of financial institution engagements including certified audits, directors’ examinations, internal audit and compliance services, and other consulting engagements. Her emphasis lies in providing regulatory compliance testing and training to community banks. She has instructed various ACH training, compliance, risk management and internal audit training for ICBA and for many community banking associations.
Chris Braccia was the marketing director for a Connecticut mutual savings bank for 13 years before joining Harland Financial Solutions where he is now the Director of Product Marketing-Retail Solutions. He has also served as a research analyst and sales manager for a $1.5 billion mutual savings bank in Connecticut. He was one of the first users of MCIF (Marketing Customer Information File) technology and has served on the boards of a number of financial services professional organizations. He is a graduate of the National School of Banking and a frequent speaker at financial institution conferences.
Tracy Gorman has an MBA in marketing from the Carlson School of Management and has worked in the financial services industry for seven years. She currently works in Community Bank Marketing with HARLAND. As part of the community bank marketing team, she is responsible for researching industry and market trends, understanding the unique needs of community banks, and developing strategies and solutions to help community banks be more successful and meet their performance objectives.
Randy Romes is the manager of the LarsonAllen Information Security Services Group and leads a team of technology and industry specialists providing IT audits and security assessments, including Internet penetration testing, internal security analysis, social engineering engagements, incidence response and remediation, general controls reviews, and policies and procedures for clients in a range of industries and a diversity of operating environments. He is responsible for the continuing development of the open-source, Unix, and Windows applications used in all of the security audits. He has been a consultant with LarsonAllen for seven years. He is a Certified Information Systems Security Professional, a Certified Installation Specialist for the Microsoft Great Plains-eEnterprise application, and a Microsoft Certified Professional with multiple NT 4.0 certifications.
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