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Conference Schedule

Key Dates for Connection 2016

  • Sponsor Registration Begins: April 1, 2016
  • Attendee Registration Begins: May 1, 2016
  • Conference Topic Voting Begins: June 1, 2016
  • Executive Reception Invitations Sent: July 1, 2016
  • Conference Topic Voting Ends: July 5, 2016
  • Sponsorship Registration Deadline: July 22, 2016
  • Hotel Registration Deadline: September 14, 2016


Connection 2016: Insite Annual Conference October 4-6, 2016:

Tuesday, October 4, 2016

11:00 a.m. Tour of Memorial Stadium, sponsored by Epson

12:30 p.m. End of Year Training

2:00 p.m. General Session: Online & Mobile Banking Q+A

3:00 p.m. General Session: Insite Data Services Update

5:00 p.m. Executive Reception (by invitation only)

5:30 p.m. Executive Meeting (by invitation only)

7:00 p.m. Welcome Reception

Wednesday, October 5, 2016

8:00 a.m. Registration and Check-in

8:45 a.m. Welcome and Introduction

9:05 a.m. General Session: IDS On-Time: The Full Service Solution – Ryan Whitt

The community banking industry is at a point where banks are challenged to recruit and retain skilled employees for bookkeeping and operations. ASI/IDS is offering a solution where a team of processing experts will handle your bank’s daily processing and provide dedicated support to give you peace of mind. 

9:30 a.m. General Session: iDoc ‘N’ Roll – Kristi Young

iDoc is Automated Systems’ flexible document management system completely integrated within Insite Core.  No external applications, scan clients, or security settings required. Configure your iDoc settings and let iDoc do all the thinking for you. Do you want to learn how your bank can reduce data entry, printing costs, and physical storage requirements while increasing efficiency and mitigating compliance and regulatory risks? Come explore iDoc and get your documents rolling today!

10:00 am. Q&A Session: iDoc Q&A – Kristi Young, Brad Evert, Customer Panelist(s)

IDoc was released in the spring of 2016 and we now have four banks actively using iDoc for their document management needs.  Come ask real world users about their experience with iDoc and what efficiencies they have gained.

10:00 am. Q&A Session: Support Q&A – Tim Brehm, Various Support Team Member Panelist(s)

Quality product support is the key ingredient to our mutual success. Join members of the Support Team as they discuss the most common support issues and questions.

10:00 am. Q&A Session: IDS On-Time Q&A – Ryan Whitt and Leslie Nootz

ASI/IDS has rolled out a daily processing and dedicated support solution, IDS On-Time. Four community banks have elected to be Beta Users of IDS On-Time. Hear from the IDS On-Time Beta Users first hand as they provide feedback and answer questions about IDS On-Time.   

10:45 a.m. Live Demo: iPortal Changes and Updates – Sandy Johnson

10:45 a.m. Live Demo: iDeposit – Russ Wieseler

Simplicity is here! We will be going through all the SDB, TFA, Holds, Stop Pays, and of course the DDA, SVG and CDS.  Jon Baermann for CSI will be there to answer all of your questions.

11:15 a.m. Breakout Session: iGoPortal – Rachel Vigil

Our exciting new product, iGoPortal, will bring new level of secure, mobile bank management to the hands of managers and executives. Learn about all of the features of this revolutionary and time-saving bank management tool. 

11:15 a.m. Breakout Session: Insite Layered Security – Brad Evert

There are many modern security features in the Insite Banking Platform to increase both protection and convenience.  Some you can see, others work silently to protect you and your customers.  Learn what is available across the various channels and gain the understanding you need to satisfy your FFEIC examination.

11:15 a.m. Breakout Session: iDeposit and Deposit Compliance Update – Russ Wieseler and Jon Baermann from CSi

Join ASI’s Russ Wieseler and CSi’s Jon Baermann as they discuss iDeposit, CSi Simplicity, and the current set of Deposit Compliance updates.
12:00 p.m. Luncheon (MX presentation)
1:00 p.m. Hands-on Demo: iDoc – Dan Griffith

Come see how easy that iDoc will make it for you to track and attach documents to an account. Session goers will be able to see the attaching of individual documents and batch processing items alike. Scanning new documents is now an easy process that is done within Insite 8.0.

1:00 p.m. Hands-on Demo: iGoPortal – Rachel Vigil

Bring your Apple mobile device or take a look at one of ours as you download and view our new product, iGoPortal, in a hands-on session.

1:30 p.m. General Session: Thomas Ho Presentation

2:00 p.m. General Session: Integrated iTeller – Chris Lukes

2:30 p.m. Breakout Session: “The Shadow Knows” Off Book Accounting – Greg Suelter

How to handle the dual accounting for Charge Off, Non-Accrual and Participation loans. This session will look at the New set up and maintenance of Charge Off, Non-Accrual and Participation loans.

2:30 p.m. Breakout Session: Opening new accounts with products in Insite 8 – Bryan Bybee

Learn how to utilize Insite’s new product features and find out how quickly creating new accounts can be.

2:30 p.m. Breakout Session: Marketing to Millennials – Michael Welsh

Are you ready to ride the Millennial wave, or will it crash over you? Tech-savvy, connected, and diverse, they represent a great opportunity for community banks, but only if we can harness their enormous potential. In this session, we will explore how community banks and Millennials can be perfect for each other, and how to capture this important demographic.

3:15 p.m. Breakout Session: Opening new accounts with products in Insite 8 – Bryan Bybee

Learn how to utilize Insite’s new product features and find out how quickly creating new accounts can be.

3:15 p.m. Breakout Session: Cybersecurity – Best Practices in the Digital Era – Presented by Trusted Knight – w/ Tim Schmidt and Bob Peterson

Cybersecurity is more than just a buzzword, it is a reality that all community banks must face in the Digital Era. As threats from hackers, viruses, and crimeware mount, the costs and risks associated with data protection increase. So what are the best practices that community banks can use to ensure they can provide cost-effective, yet robust data security?

3:15 p.m. Breakout Session: Escrow Evolving – Levi Hamilton

Dive into the enhanced interface and improved functionality of the escrow module.  During this session we will be able to answer any questions related to current and/or future functionality.

4:00 p.m. Breakout Session: Understanding Data Security: Penetration Testing and Ransomware – Tristan Lawson

In today’s digital environment, it is important to be both knowledgeable and prepared to address the myriad of threats that confront community banks today. Tristan Lawson, Senior Security Engineer for Insite Data Services, will discuss the importance of high quality penetration testing as an integral part of a properly stress-tested network, as well as the growing threat of ransomware to today’s small to medium-sized banks.

4:00 p.m. Breakout Session: iDoc Lock-Box – Kristi Young

iDoc Lockbox is a new feature of iDoc, allowing banks to offer payment processing services to companies. This is an additional revenue stream for banks as well as a gateway product to gaining more business from local companies. iDoc Lockbox is completely integrated within Insite.  Customer payments seamlessly flow to iTeller and Check Imaging with the click of a button. If your bank is looking to improve your current lockbox process or boost your profits by starting this service, come get a sneak peek of this new iDoc feature!

4:00 p.m. Breakout Session: Getting to Know Loans in Insite 8 – Bryan Bybee

Find out how loan are changing in Insite 8!  We’ll go over simplified payment schedules, new auto pay features, enhanced cosigners, and more.

5:15 p.m. Networking Reception


Thursday, October 6, 2016

8:30 a.m. Hands-on Demo: The New, Integrated iTeller – Chris Lukes

8:30 a.m. Hands-on Demo: Mobile Banking – Tim Schmidt, Stephen Cassada

9:00 a.m. General Session: The New ACH, Reader Sorter, and POD Master Closeout in Insite 8– Rachel Vigil

A brand new look for processing ACH, Reader Sorter, and POD Master Closeout within Insite 8.0.  With added functionality and the ease of Insite 8.0 views, the new processing is ready to be clearer, faster, and more user friendly. This presentation will highlight new functions and show the look of the new processes in a step by step format.  

10:00 a.m. Hands-on Demo: iDoc Lock-Box – Kristi Young

iDoc Lockbox is a new feature of iDoc, allowing banks to offer payment processing services to companies. iDoc Lockbox is completely integrated within Insite.  Discover during this hands-on opportunity, the features that will make Lockbox and essential element in maximizing profit opportunities for your organization.

10:00 a.m. Hands-on Demo: Insite 8 settings – Dan Griffith

Session goers will be able to see the consolidation and progress that has been made with Insite 8.0 Settings. In this session we will show where the new setting have moved to and give you a demonstration of what can be done with these new settings.

10:30 a.m. Conference Contest Results

10:40 a.m. General Session: The State of Insite

11:00 a.m. Closing, Wrap-up

1:00 p.m. End of Year Training – at Automated Systems