Client Registration
Ad - Directions 2019
Client Registration
Hyatt Regency in Huntington Beach

21500 Pacific Coast Highway

Huntington Beach, CA  92648

Relax amid Pacific Ocean views and Spanish-inspired architecture at Hyatt Regency Huntington Beach Resort & Spa. Enjoy full-service hotel amenities including cabanas and beach activities, plus a prime oceanfront location walking distance to shopping and dining at Pacific City and just 30 minutes to Disneyland® in Anaheim.

Hyatt Regency in Huntington Beach
Room Rates

FPS GOLD Directions attendees will receive a special rate of $239 per night for a single/double occupancy room (two queen beds or 1 king bed). Upgrade your room for prices between $264 and $314 for additional amenities such as ocean views, private balconies, and larger rooms. These beautiful rooms are furnished as shown at right and all rooms come with a refrigerator.

Courtyard View Rooms $239
Enjoy courtyard views from balcony or patio in this 436 – 465 sq ft room featuring two queen beds or one king bed, flat screen TV, refrigerator, Keurig coffeemaker, in-room safe, and oversized desk.

Partial Ocean View Rooms $264

Recharge in this 436 – 465 sq ft room featuring partial Huntington Beach views from balcony or patio; fitted with one king bed or two queen beds, flat screen TV, refrigerator, oversized desk, Keurig coffeemaker, in-room safe,and courtyard views from private balcony or patio.

Ocean View Rooms $289
Enjoy 436 – 465 sq ft of space featuring Huntington Beach views from a private balcony or patio, one king bed or two queen beds, flat screen TV, refrigerator, oversized desk, Keurig coffeemaker, in-room safe,and courtyard views from private balcony or patio.

1 King Bed Ocean View Deluxe $314
Stretch out in our oversized, 540 sq ft guest room, featuring shimmering ocean views from a private balcony or patio, one king bed with sitting area and sofa bed and large bathrooms with double vanity. Other amenities include flat screen TV, refrigerator, oversized desk, Keurig coffeemaker, in-room safe,and courtyard views from private balcony or patio.

Room with two queen beds at the Hyatt Regency in Huntington Beach
Room Reservations

All reservations need to be made by Friday, May 3rd to get the special conference rate. Reservations after that date may be available and at a higher rate. 

The $30 per night resort fee has been waived for Directions, but you still get to benefit from the covered amenities and services which includes: Baggage handling, room attendant, Disneyland shuttle, wireless internet, access to the fitness center and pool, beach amenities (chairs/umbrellas/towels), and sand service (transport of chairs/umbrellas to beach).

Valet parking is available at a 20% discount off of normal rates, currently $39 per night, per car.

Guest accommodations are available for check-in at 4pm on arrival day.  Checkout time is 11am on departure day. The hotel room rates are also subject to tax.

Pool overview at the Hyatt Regency in Huntington Beach
Reserve a Room
Conference Agenda
Monday, June 3rd
6:00 - 9:00 p.m.
6:30 - 8:30 p.m.

National User Group Meeting
Any FPS GOLD clients who would like to discuss market and industry trends and how to use the FPS GOLD system to meet their needs are invited. Come participate and get insight from other FPS GOLD clients on how they deal with issues similar to what your institution is facing.

Tuesday, June 4th
7:30 - 8:30 a.m.
 8:00 -9:00 a.m.
Breakfast Buffet and Vendor Marketplace
9:00 -9:30 a.m.
Opening General Session & Welcome
9:30 -9:45 a.m.
Break (transitional)
 9:45 -10:45 a.m.

Maximize Mobile Banking
Studies show that five or more features on mobile apps increases loyalty, yet sometimes more features equals more clutter and complexity. Other studies show that simplifying people’s lives is vital to competitiveness. “Mobile banking is truly an environment where he with the easiest app wins.” FPS GOLD is adding powerful features while keeping it simple and elegant. Come and see ways to keep the mobile momentum going.

New General Ledger System Part 1
DHI Computing Service, Inc (parent company of FPS GOLD) is using the new General Ledger system in production! Come see the exciting features and enhancements of the General Ledger as preparations are made for implementation by FPS GOLD institutions. Discussions will include:
• Resources and plans for training our clients
• Client setup for BETA testing
• Conversion and rollout strategy

Loan Programming Changes
Last October FPS started rolling out monthly program releases. Over the past few months there have been many exciting changes and updates to the functionality of the loan system, this class will highlight some of these changes.  Please join us to hear about these new components and learn how they can impact the way you service loans.

10:45 -11:15 a.m.
Break (refreshments and vendor marketplace)
11:15 -12:15 p.m.

Helping Your Financial Institution Win with a Digital and Social Arsenal
Your FI plays a critical role in your community. Yet larger, outside competition brings a significant competitive challenge. How can your bank leverage digital and social connections to grow deposits and expand your reach? Whether you are opening a branch in a new location, or extending new services to your commercial friends and neighbors, can tapping into these electronic tools help you reach your marketing goals? Come see new ideas for leveraging the marketing power of the digital channel.

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 each year.  We encourage you to pre-submit /email your ideas and topics of discussion prior to the forum ( so that we can be prepared to address them with the entire group. Target audience: Deposit operations.

Panel Discussion - How Is Your IT?
This session will be a group led discussion on information technology and how it is impacting you and your organization.  The panel will be led by Stuart Nelson, senior network engineer for FPSGOLD and Doug Carpenter, AVP of internal services.  They will be joined by fellow attendees invited to participate on the panel.  The panel will provide their unique point of view on how they are leveraging FPSGOLD and IT to enhance their products and services.  The discussion will cover a variety of IT topics ranging from servers and software to networking and disaster recovery.  Learn how your colleagues are solving their most challenging IT problems.  Plan to bring your tough questions and take away great tips. 

12:15 -1:45 p.m.

Lunch Buffet and Vendor Marketplace

1:45 -2:45 p.m.

eBanking Support & Troubleshooting - Just In Case You Get a Call
Sometimes customers just need help, and to provide great support for your eBanking and mobile banking customers, you need to know the fundamentals. This class will help make you more efficient even if you think you know all the tricks. Come to this class to learn both eBanking support basics as well as tips for the power user.

Growing Your Deposits
Looking to grow your deposits? Wondering what options, you have? We have some ideas for you and some include very little work on your part!

Demystifying Compliance (presented by Capco)
During this session, Capco compliance experts Jason Spelliscy and Victor Berbano will explore and provide clarity on some of the most challenging and confusing areas of compliance. Topics include adverse action notices under Regulation B and FCRA, notice requirements under Regulation P, recent amendments to Regulation CC as well as most common errors under HMDA and TRID to name a few. Join us following the session for additional Q&A or stop by our booth!

Wednesday, June 5th
8:00 - 9:00 a.m.
Breakfast Buffet and Vendor Marketplace
9:00 - 10:00 a.m.

"I Didn't Know You Could Do That!" - eBanking ICYMI
Rarely do we use all the features of an application, but sometimes there is a feature you or your customers would love to have if you just knew it was there. Come see us shine a light on some things you may not have considered or you may have missed in our monthly eBanking Forums.

New General Ledger System - Part 2
This session will be a continuation of the demonstrations and discussions started in the New General Ledger System – Part 1 class.

Collections System
FPS GOLD has the tools needed to help you manage your delinquencies and bankruptcies more efficiently.  We’ll demonstrate how to streamline your procedures with variable queues, comments that write to history, repayment plan options, etc.

10:00 - 10:30 a.m.
Break (Refreshments and Vendor Marketplace)
10:30 - 11:30 a.m.

eBanking: Balancing Security and Functionality
Fraud happens. In many ways your customers are the weakest link. Perpetrators seem to find the gullible and vulnerable. Are you using all the eBanking security features available to your bank? Come review and consider what you might want to add to your configuration.

Commercial Deposit Features
Business Banking can help increase revenue for the Bank.  FPS GOLD provides several resources that you can offer to your commercial customers.  Come and learn more about Deposit Account Analysis, Sweeps and other commercial deposit features.

How to Ace Your Next Regulatory Exam (presented by Visible Equity)
Ever wanted to know exactly what the examiner is going to ask for? This session focuses on the"secrets to success" in preparing for and excelling in your next exam as it relates to loan portfolio management. With a strong focus on how to mature your operations to a state of readiness through data processes, KPI's, and operational effectiveness, you will leave the session with some key points to lead your organization to a more rewarding and much less painful exam process.
Learning Objectives:
1. Identify keys to preparation and review of policies
2. Better understand importance quality and integrity
3. Review recommended reporting/metrics
4. Discover how CECL will effect your exam process
5. Learn what the examiners really want to see

 11:30 - 12:30 p.m.

Lunch Buffet and Vendor Marketplace

12:30 - 1:30 p.m.
General Session - Keynote Speaker - Rebekah Gregory
1:30 - 2:30 p.m.
Book signing/Vendor Marketplace/Break (transitional)
2:30 - 3:30 p.m.

eBanking Trends To Take On or Toss
Big Data, Artificial Intelligence, API-driven banking. Buzzwords like these ring in our ears, but how can these things legitimately impact you and your bank? What can the FPS GOLD digital product line do to help you benefit from innovations and advancements? Come review what is coming and learn how FPS GOLD can help you tap into the important technological trends.

Accounting Forum
The accounting forum offers an open venue for accounting related questions and discussions. Come and see recent improvements and discuss future enhancements to the FPS GOLD suite of accounting applications.  A major focus during this class will also be continued discussions on the new General Ledger system.

Construction Loans
CIM GOLD has the functionality to completely service a construction loan from funding to repayment.  In this jam packed hour we will learn how to stay organized when servicing a construction loan by utilizing key features such as managing a budget, disbursing funds via check or into a deposit account, and creating inspection and contractor reports.

6:00 -8:00 p.m.
Thursday, June 6th
7:00 -9:00 a.m.
Advisory Board Meeting
This meeting is for all clients who have been named to the FPS GOLD National Advisory Board. This meeting is by invitation only.
8:00 -9:00 a.m.
Breakfast Buffet
9:00 -10:00 a.m.

The Commercial eBanking Reality
How have real commercial customers benefited from the FPS GOLD eBanking products? What value has it brought to them? What services can you add for commercial clients? How will they help you? The FPS GOLD eBanking system brings several important features to the table. This class will help you consider some compelling options and see examples of how they can make a difference.

Data & Network Security
Join us as we discuss your exposure to security threats, how to protect your organization’s systems and data, and manage risks originating from inside and outside your business.

Loan Forum
The Lending Environment continues to change all around us. The Loan Forum gives you the opportunity to share thoughts and ideas 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 prior to the forum to or

10:00 -10:30 a.m.
10:30 -11:30 a.m.

eBanking Best Practices Panel Discussion
Although each FPS GOLD client is unique, some of the problems to solve or solutions you need are similar. We have selected a panel of FPS GOLD clients to share some of their best practices that have helped them succeed. Come listen and share your own ideas for improvement.

Building A Seamless Cardholder Experience... What is YOUR Day in the Life?
What does your cardholder experience feel like? Are the three legs of your stool working together to deliver a seamless experience? Join Melissa Kopp, Senior Business Development Leader with Worldpay, to learn what makes a buying experience one that your cardholders will value and utilize.

Reporting Tools (Mining Your Data)
Retrieving and Analyzing your institution’s data is vital to your success in the banking world.   During this class, we will review what reporting tools and options FPS GOLD provides you and your bank.  We will discuss how GOLDWriter, GOLD Miner and VitalView can be used to gather pertinent data for analysis and reporting.  ** We encourage you to pre-submit your ideas and topics of discussion prior to Directions Conference to (Robert Graves) **

11:30 - 12:15 pm
Lunch and Closing General Session
Conference Registration

Fees & Deadlines

$499 - Full registration with early bird discount.  Includes all class sessions, conference materials, banquet, three breakfasts, three lunches, and breaks with beverages/snacks.  Deadline - May 3rd

$599 - Full registration without early bird discount. Deadline - May 24th

$399 - Full registration for third and subsequent person(s) from the same institution. Deadline - May 24th

$65 - Banquet ticket for a guest.  Deadline - May 24th

Registrations will still be accepted after the May 24th deadline; however, we will be unable to guarantee your place in a preferred class 


Cancellations will be accepted anytime prior to and including May 29, 2019.  No refunds will be given after this date.  However, arrangements can be made to transfer your registration to to another individual from your institution.


All conference fees will be included with your institution's regular monthly bill following the conclusion of the conference..


If you have any questions,  please email  or call him at (801) 429-2257