Directions 2024 Conference

Session 1 Classes

FPS GOLD and the FedNow Service for Instant Payment and Beyond
Come join us in our FRB presentation and panel discussion about the FedNow Service used now through Instant Payment. Find out how it will benefit your bank today and into the future.

Preventing “A Hard Day’s Night” – Simplifying Training with Bridge
During this session, we’ll walk through how you can use Bridge to help you get your staff the training they need. We’ll look at Bridge from your staff member’s perspective and go over the difference between general training access and customized training site access. We’ll also talk about how you set up accounts and assign courses to your staff, and the different ways your staff can access training on the go.

FPS GOLD Operations – Help Us Help You, Part 1
A guide to error reporting, DHI Trace Viewer, and Windows event logs.

Session 2 Classes

EFT GOLD Now (Instant Payments)
On November 27, 2023, FPS GOLD went live with EFT GOLD Now^SM Instant Payments using the FedNow^® Service instant payment system. Instant Payments allows your account holders to send and receive payments within seconds between participating financial institutions. Instant Payments is found in CoreView GOLD^SM and allows your personnel to prepare for, view, manage, and report on instant payments. In this session, we’ll explore:

• Necessary setup and considerations for sending/receiving instant payments
• How your account holders can securely send an instant payment via eBanking Person2Person (P2P)
• How an instant payment is received (claimed)
• How to handle instant payments that are Accepted Without Posting (ACWP)
• Reporting
• Future uses for Instant Payments

Commercial Lending – Using Your Core to Stay Competitive
Elevate your bank’s lending prowess and secure a competitive edge in today’s commercial loan market. Empower your bank’s lending team with the knowledge and expertise to navigate the commercial loan landscape. Join our class and discover strategies for growth and build lasting relationships with clients.

FPS GOLD Operations/NCC…Help Us Help You, Part 2
We’ll discuss Thousand Eyes and other tools we can use to help you resolve networking/communication issues.

Session 3 Classes

EFT GOLD Forum
In this class we’ll highlight a few of the new and little-used features of EFT GOLD as well as some of the enhancements currently in development. We’ll also have an open discussion to gather input and suggestions from attendees about priorities and potential future enhancements to improve processing efficiencies.

Becoming a Loan Funding Jedi
We’ll train you how to unleash the power of CIM GOLD Loan Funding, unlocking the realm of efficiency in funding new loans. You will also learn how to use the force of GOLDLink to board new loans, eliminating multiple entries of data. The force will be with us as we embark on this new journey, learning about efficiencies during the boarding and funding process.

eBanking Mobile Banking 4.0
We‘ve been working for months on a new design for the FPS GOLD mobile app. We’re making good progress, but still have much work left to do. Come see our progress and offer your feedback on what we might do to make it even better.

Session 4 Classes

Deposit Forum
Come to this year’s Deposit Forum to share ideas with other FPS GOLD clients about our deposit-related systems. We need your input to continue making our systems better. We encourage you to pre-submit/email your ideas and topics of discussion before the forum (daynak@fpsgold.com) so we can be prepared to address them with the entire group.

Loan Forum
The Lending Environment continues to change all around us. The Loan Forum gives you the opportunity to share thoughts on growing with these changes. Prepare to share your ideas and network with other clients and FPS GOLD personnel. We encourage you to pre-submit your ideas and topics of discussion before the forum to tmurphy@fpsgold.com or brandonw@fpsgold.com.

New Accounts Payable System
FPS GOLD is creating a brand new, Web-based Accounts Payable (A/P) System. During this session, we’ll do the following:

• Outline the objectives and scope of the project
• List key features and functions to incorporate into the software
• Demonstrate some of the new features and functions
• Review the conversion of the legacy A/P system to the new SQL database
• Discuss the potential training and upgrade process
• Provide an estimated timeline for the project

This session will be an interactive, open discussion for your feedback and insights.

Session 5 Classes

Accounting Forum
The value of this forum is you as an attendee! Here we encourage sharing insights and experiences as well as bringing topics you’d like to discuss with our Financial Applications team and other FPS GOLD clients in similar job roles. We’ll of course talk about hot topics, such as the Accounts Payable Rewrite (make sure to catch the dedicated class), EFT GOLD Now^SM Instant Payments, G/L Platinum^®, and Loan Charge-Off programming updates. We look forward to seeing you there.

LoanCraft: Mastering the Art of Adjustable Rate Features in CIM GOLD
Unlock the potential of your customer's financial future with offerings of adjustable rate loans! Experience the flexibility to adapt to changing market conditions with an initial lower rate and capping the ceiling rate, seize opportunities, and achieve your goals with confidence. Take control of your loan portfolio's journey and explore the benefits of adjustable rates today.

eBanking Commercial
Commercial eBanking services are vital in your marketplace. FPS GOLD has been working on new capabilities for eACH, including tax batches, recurring batches, and requests for payment. We have also launched ACH Positive Pay and ACH Stop Payment. Come see how these might fit into your bank’s plans, or come collaborate with other financial institutions to learn from their experience.

Session 6 Classes

Teller Capture
This session will provide a demonstration and some hands-on experience of FPS GOLD’s Teller Capture solution. Using Teller Capture can simplify transaction processing by electronically capturing items at the time of presentment. Image-based transaction processing enables frontline employees to capture images of checks, deposit slips, loan coupons, and more at the teller line. Teller Capture can also improve the customer experience by providing transaction images accessible on account history as transactions are performed.

CoreView GOLD
If you’re not “in” on CoreView GOLD yet, now’s the time! With discussions of CoreView GOLD’s Executive Dashboard, Alerts, EFT GOLD Now Instant Payments, the newest addition, Customer Portfolio, and upcoming CoreView GOLDTeller, we’ll share what we’re doing, where we’re going, and why you’ll want to be there.

eBanking Fraud/Dark Web
Fraud is as old as time, but the techniques fraudsters use are constantly evolving. FPS GOLD provides functionality to help you fight fraud. Is your institution using all the tools FPS GOLD makes available? Come see what FPS GOLD clients are doing to battle the bad guys.

Session 7 Classes

Deposit Enhancements and Pro Tips
This session will review Deposit system-related programming that has been completed over the past year and highlight upcoming programming. We’ll also discuss underused features and reports. Please come prepared to share your pro tips!

Stay Connected, Stay Updated
Effective and useful communication is essential for your financial institution. FPS GOLD Help Desk, Weekly Webinars, and Monthly Forums provide information you need to stay in the know. Did you know Help Desk is monitored by a team of 20 consultants ready to answer your questions? In this class, you’ll learn about the latest Help Desk updates and how to get the information you need using Help Desk. We’ll also introduce you to the New Client Services Forum and talk about information sharing. Let’s connect and communicate so your bank gets all the information you need to stay up to date with FPS GOLD.

eBanking Forum
This year’s eBanking forum will summarize what has been done since Directions 2023. We’ll also talk about our roadmap and take feedback and suggestions on what you feel are higher priorities.

Todd is a powerful Mental Fitness Coach for those struggling with drug or alcohol addiction, anxiety, depression, self-hatred, etc., where he provides one-on-one mentoring to both local and international clients.

Described as having “a unique gift to develop trusting relationships quickly,” Todd has guided thousands to recovery, finding joy again, and other behavioral successes through the individualized support he offers to each client.

At a young age, Todd was exposed to drugs and alcohol and quickly became addicted. Years of rampant drug abuse led to devastating failures and a conclusion that his young life had nowhere left to go. Todd’s profound influence grew from his own personal experience—a journey from self-hatred and hopelessness to faith and recovery.

His ability to “speak to a person’s soul and help them find their true motive to change” has been the key to inspiring others to make permanent lifestyle changes.

Accommodations

Provo Marriott Hotel & Conference Center

101 West 100 North, Provo, UT 84601

Nestled in the heart of downtown Provo, Utah, the Provo Mariott Hotel and Conference Center is one of the premier hotels in all of Utah County with easy access to numerous restaurants, comedy clubs, and other activities. There’s also an onsite fitness center featuring cardio equipment, free weights, and other workout equipment.

All reservations need to be made by May 13, 2024, to get the special conference rates. Reservations after that date may be available at a higher rate. The group rate may be extended two days before and after the program dates, based on availability.

Guest accommodations are available for check-in at 3 p.m. on arrival day. Check-out time is 12 p.m. on departure day. The hotel room rates are also subject to tax. Complimentary self-parking garage is available for guests.

Directions 2024

What Is Directions, and Who Is It For?

Conference Agenda

Todd Sylvester as Directions Keynote Speaker

Accommodations