Client Registration

8:00 - 9:00 a.m.

Breakfast and Vendor Marketplace

9:00 - 9:30 a.m.

Opening General Session and Welcome

9:30 - 9:45 a.m.

Break (transitional)

9:45 - 10:45 a.m.

Session 1 Classes

CoreView GOLDTeller
Join us to learn about our development progress, discuss key functionality, and discover the necessary steps needed for a smooth migration from CIM GOLDTeller to CoreView GOLDTeller.

Commercial Loan Payment Methods
In this course, discover the three commercial payment methods available in CIM GOLD and the tools within each that support customized, borrower-friendly repayment solutions. Understand how to structure loans more effectively, support complex repayment scenarios, and enhance your bank’s competitive position in the market. Furthermore, gain insight into common servicing challenges—including billing, statements, and automatic payment issues—and walk through practical steps to resolve them efficiently.

This class is ideal for advanced beginners and proficient CIM GOLD users, especially those who want a better understanding of how to use CIM GOLD to support diverse agricultural and commercial loan portfolios.

Key Topics:

• Understanding the three CIM GOLD commercial payment methods and when to use each
• Building loan structures that support seasonal, irregular, or negotiated cash flows
• Managing payment changes, interest adjustments, and exceptions with system functions
• Servicing commercial loans efficiently using CIM GOLD
• Troubleshooting common issues with billing, statements, and automated payments
• Improving operational efficiency and the borrower experience

eBanking: Mobile 4.0 – Taking It Live
Get ready to take Mobile 4.0 live with confidence. This session walks you through the entire journey—from launch readiness to rollout—so you know exactly what to expect at every step. You’ll see how quickly you can go live, what the conversion experience looks like, and how your customers will experience the app from day one. The class includes a complete end-to-end walkthrough of Mobile 4.0 that details standout features, proven best practices, and successful launches.

10:45 - 11:15 a.m.

Break and Vendor Marketplace

11:15 - 12:15 p.m.

Session 2 Classes

Deposit Forum
At this year’s Deposit Forum, you’ll have the chance to exchange ideas with other attendees and provide input about our deposit-related systems to help us better determine such things as functionality and strategic development. Participants are encouraged to come prepared with topics or questions. Please submit them beforehand to Dayna Kauo at daynak@fpsgold.com.

Loan Forum
The lending landscape is constantly evolving, and staying ahead requires awareness, collaboration, and shared expertise. This interactive loan forum is designed to bring conference attendees together to explore current challenges, exchange practical solutions, and strengthen industry knowledge.

During this session, participants will:

• Discuss common issues identified during examinations and learn strategies to address and avoid them
• Explore helpful enhancements and tools that can improve the management of your loan portfolio
• Collaborate with other financial institutions to gain insight into how peer banks structure their processes and procedures

Participants are encouraged to come prepared with topics or questions. Please submit these beforehand to Tiffany Murphy at tmurphy@fpsgold.com.

eBanking: In Case You Missed It
In this class, get a comprehensive look at things you may have passed over in the world of eBanking. Join us for a recap of the hidden gems and features as we break down what has changed, why it matters, and how you can make the most of your digital banking experience.

12:15 - 1:45 p.m.

Lunch and Vendor Marketplace

1:45 - 2:45 p.m.

Session 3 Classes

New AP System, Part 1
This is the first of a two-part class, featuring information about the new FPS GOLD Web-based Accounts Payable (A/P) system. In this session, you will learn more about the following:

• A/P System
• Company options
• Vendor masters
• Attaching documents/files to vendors and invoices
• Invoice processing
• Approving and denying invoices
• In-app and email notifications

Note: This class is a prerequisite to New Accounts Payable System, Part 2. The classes will work in tandem, so please sign up for both.

Strengthening Lending Operations
As financial institutions continue to modernize, lending teams must adapt to new programming changes that improve accuracy, compliance, and efficiency. This session provides a clear, practical walkthrough of recent updates related to charge-offs and recoveries, secured account handling, and ACH reinitiation. Designed for lending and operations professionals, this session will help you better understand programming, how it impacts day-to-day processes, and best practices for implementation.

Whether you manage a team, work in loan servicing, or support back-office operations, you’ll walk away with actionable knowledge to strengthen workflows and reduce risk, specifically regarding:

• The new programming's ability to handle charge-off and recovery processes, and how those processes affect loan lifecycle management
• Applying updated procedures for managing secured accounts with improved clarity and efficiency
• The updated ACH reinitiation rules to maintain regulator alignment

eBanking: Commercial (Enhanced ACH)
This session unveils our reworked eACH system, designed to modernize ACH by introducing more powerful templates, first-class recurring logic, automated batch generation, and stronger auditability, all while preserving dual control and FI oversight. Combined, these features can substantially help your commercial clients streamline their ACH processes.

4:00 - 5:30 p.m.

Networking Reception
Mingle and network with your peers while enjoying some light refreshments and drinks. After the reception, your evening is open to explore the sights and restaurants in Park City. By participating in the networking reception, you can make the most of your experience and create valuable connections with your peers.

8:00 - 9:00 a.m.

Breakfast and Vendor Marketplace

9:00 - 10:00 a.m.

General Session - Fighting Fraud Panel Discussion
The community banking landscape is evolving, and so are the tactics of fraudsters, from sophisticated check-fraud rings to AI-powered social engineering scams. In this panel, you will explore how community financial institutions can leverage their unique strengths—including close customer relationships, agile decision-making, and more—to implement robust and effective fraud prevention programs. Join our experts as they discuss practical, hybrid approaches that blend technology, policy, and customer education to safeguard assets and build lasting trust.

10:00 - 10:30 a.m.

Break and Vendor Marketplace

10:30 - 11:30 a.m.

Session 4 Classes

New AP System, Part 2
This is the second of the two-part New Accounts Payable class. (Note: The New AP System, Part 1, is a prerequisite for this class.) In this class, you will learn more about:

• Invoice lookup
• Flagging invoices for payment
• Paying invoices
• Voiding payments
• A/P reports
• Form 1099-NEC and 1099-MISC tax reporting
• Security privileges
• Upgrading from the legacy to the new Web-based A/P system

New CoreView GOLD Loan Screens
Learn more about the newly developed CoreView GOLD loan screens as you walk through updated workflows, enhanced layouts, and improved functionality designed to streamline loan processing and create a more intuitive user experience. Additionally, see a guided demonstration of the new interface, learn how these changes impact daily tasks, ask questions, and provide feedback. Whether you work directly with loan processing or simply support the loan team, this session will equip you with the knowledge and confidence needed to transition smoothly to the updated system.

eBanking: Consumer (Enhanced P2P, Family Banking)
This class introduces powerful new capabilities coming to consumer online banking, with a deep dive into Enhanced P2P and the new Family Banking experience.

You’ll learn how Enhanced P2P is evolving to function more like a modern payment rail, making payments repeatable, remembered, and optionally recurring, while continuing to prioritize recipient control and transparency. This session will also showcase Family Banking, an FPS GOLD digital capability that allows parents to digitally open, manage, and monitor banking relationships for their children. From account creation and debit card controls to recurring allowances and graduated access, all features are unified into a single intuitive Family Banking experience designed for real-world family needs.

11:30 - 1:00 p.m.

Lunch and Vendor Marketplace

1:00 - 2:00 p.m.

Keynote Speaker – Colonel Eileen Marie Collins

2:00 - 2:15 p.m.

Break (transitional)

2:15 - 3:15 p.m.

Session 5 Classes

EFT GOLD Forum
In this class, discover the new features and enhancements in EFT GOLD, such as risk monitoring, the Simplified Tax Payment screen, and Store and Forward. You will also be given the opportunity to see what’s on the horizon in our development roadmap and to give input and suggestions about priorities and potential future enhancements.

Deposits: How to Expand Your Portfolio
This forum features a discussion about the innovative products available on the FPS GOLD system, specifically those designed to attract new accounts and strengthen customer loyalty.

Explore the following tools to help your institution grow deposits while delivering meaningful value to customers:

• Interest Incentives. Reward customers with higher interest rates as they meet the account requirements you define to encourage engagement and long-term relationships.
• Easy Savings. Offer a debit card rounding feature that automatically transfers the rounded amount into a savings account. This can even include a limited matching incentive to drive adoption and usage.
• Club Accounts. Provide loyal customers with a simple way to save for special occasions such as holidays, birthdays, or vacations. These accounts can include specific payout dates tailored to your customers’ goals.

eBanking: Support and Back Office
In this class, we’re pulling back the curtain on the tools and workflows that keep your eBanking world running smoothly. If you support customers, manage back-office processes, or simply want to better understand eBanking, join us to learn more about:

• Outseer. Get a clearer picture of fraud monitoring, case management, and how this powerhouse helps fight fraud.
• iPay. Explore tips, tricks, and common support scenarios to keep bill payments flowing without a hitch.
• Two-Factor Authentication. Understand how FPS 2-Factor works so you can troubleshoot like a pro and help users keep their accounts secure with confidence.

We’ll also mix practical know-how with a bit of fun as we walk through real-world support tips, time-saving best practices, and clever ways to solve common problems.

7:00 - 9:00 a.m.

User Advisory Board

8:15 - 9:15 a.m.

Breakfast

9:15 - 10:15 a.m.

Session 6 Classes

Deposits Account Controls
In this lively workshop, you'll be diving into the secret world of account controls. Here we’ll break down the four quirky characters that keep accounts running smoothly: holds (rule‑enforcers), flags (attention‑grabbers), special instructions (VIP notes), and transaction conditions (boundary‑setters).

Through interactive activities, real‑life scenarios, and a few surprises, you’ll learn how each of these account guardians works, why they matter, and how to use them like a pro. By the end, you’ll be confidently spotting which tool to use, almost as though you've been given the cheat codes for excellent account management.

Accounting Forum
Collaborate with the Financial Team and fellow accounting professionals in this forum-style class, designed to review development progress and discuss future projects for the FPS GOLD accounting and financial applications.

ePlatform: Deposit New Accounts and Third-Party Integrations
Opening deposit accounts online requires more than just a form—it’s a carefully orchestrated process that blends identity verification and compliance to create a smooth customer experience. In this session, you’ll learn more about working with third‑party services to verify an applicant’s identity, collect required disclosures, and capture signatures using document‑signing tools such as DocuSign. You’ll also explore additional vendors and capabilities, including potential external account validation and enhanced identity verification. This class focuses on the practical, real‑world aspects of implementing, maintaining, and continually improving a successful online deposit account opening experience.

10:15 - 10:30 a.m.

Break (transitional)

10:30 - 11:30 a.m.

Session 7 Classes

Loan Servicing – Common Issues and Best Practices
This course provides loan servicing professionals with practical, hands-on training to confidently identify, troubleshoot, and resolve the most frequent challenges encountered in day-to-day servicing operations. Through real-world scenarios and guided best practices, you will strengthen your ability to maintain accuracy, ensure compliance, and support seamless loan servicing workflows.

Key concepts include diagnosing billing generation issues, correcting funded loan discrepancies, setting up ACH payments for first-payment scenarios, and repairing billing records. The course also covers how to effectively manage afterhours exceptions and other unique servicing situations that require prompt attention and sound judgment.

With this class, participants will accurately:

• Identify the root causes of billing failures and apply corrective steps
• Reconcile and correct errors on funded loans with confidence
• Schedule ACH payments prior to a borrower’s first due date
• Detect and resolve inconsistencies within billing records
• Handle servicing exceptions—both routine and urgent—with efficiency and professionalism

FPS GOLD University
In this session, discover how to effectively train employees and find reliable resources to support their learning. We’ll guide you through the full suite of tools, including FPS GOLD® University, designed to help you train your staff on our products—and show you how to grant your employees access to each one. This ensures your team has everything they need to learn, grow, and build confidence in their roles.

You’ll also learn more about the brand-new DocCenter™, a valuable resource that will make staff training even smoother and more impactful.

eBanking Forum
This forward-looking session shows the direction of our eBanking and mobile banking platforms and allows clients the opportunity to freely exchange information. In this one-hour discussion, we’ll highlight key trends shaping digital banking, review recent and upcoming enhancements, and provide a transparent look at our product roadmap. This forum works best when clients ask questions and share feedback, so please come ready to participate. Your feedback directly influences the direction of future development.

11:30 - 1:00 p.m.

Lunch and Closing General Session