Connection Conference — Agenda
12:30 - 6:30
Registration Open
Registration
4:30 - 6:30
Opening Networking Reception
Networking Room: Regents B+C
8:30 - 10:30
General Session
General Session Room: Regents C
CEO Address - The future of ASI
Leading Through Change: The Community Bank Perspective.
10:30 - 11:00
Refreshment Break
Networking
11:00 - 11:45
User to Superuser: Core Best Practices
Empower Room: Regents D

Explore tools and workflows within the core platform that are often underused but can improve efficiency and support daily operations. Especially useful for those managing users, tasks, and reporting.

What’s Next: The ASI Product Roadmap
Elevate Room: Regents E

A forward look at development priorities across the ASI platform. Learn what’s launching soon, what’s in progress, and how product direction is being shaped by customer input.

Reimagining the Customer Engagement Model
Educate Room: Regents F

Learn how ASI is evolving its approach to customer engagement—from support to success to long-term planning—and what that means for your day-to-day interactions.

User to Superuser: CoPilot Best Practices
ABS Room: Chancellor 2+3

Uncover features in Copilot that can help improve workflow management, document handling, and tickler processes. Best suited for experienced users or admins.

11:45 - 1:00
Lunch + Networking
Networking Room: Regents A+B
1:00 - 1:45
Unlocking the Power of Query Builder
Empower Room: Regents D

Learn how to build, modify, and apply queries for better reporting, auditing, and operational insights. Includes tips to get started and examples from day-to-day use.

Deep Dive: Digital Banking Updates
Elevate Room: Regents E

A detailed review of recent and upcoming enhancements to the digital banking platform. Includes updates to functionality, configuration, and user experience improvements.

Is Your Bank Ready for AI?
Educate Room: Regents F

Get a clear view of what needs to be in place before adopting AI tools—from data quality to internal processes. This session focuses on operational readiness, not hype.

User to Superuser: BankManager Best Practices
ABS Room: Chancellor 2+3

Walk through workflows and tools inside Bank Manager that help managers track activity, monitor exceptions, and streamline reviews. Geared toward operational staff and supervisors.

2:00 - 2:45
Branch Automation
EmpowerSplit Room: Regents D

Explore in-branch tools that support automation, reduce manual processing, and create a more efficient customer experience at the front line.

Non Post Processing
EmpowerSplit Room: Regents D

Review the latest tools and workflows to manage NonPost items effectively. Ideal for back-office and operations staff looking to reduce resolution time.

The Future of ASI Dashboard & Monitoring Tools
Elevate Room: Regents E

Explore the next phase of system monitoring, alerting, and diagnostics. Learn how ASI is improving visibility and reducing downtime across hosted environments.

Deep Dive: Cloud & Managed Services
Educate Room: Regents F

Review changes in ASI’s managed services and cloud offerings. See how infrastructure improvements are driving better reliability, performance, and support.

What’s Next: The ABS Product Roadmap
ABS Room: Chancellor 2+3

Explore what’s ahead for ABS, with updates on both BankManager and CoPilot. This session covers upcoming enhancements, key functionality, and the vision shaping ABS to deliver greater efficiency, compliance support, and value for your bank.

2:45 - 3:15
Refreshment Break
Networking
3:15 - 3:45
Partner Session: Mail Services
Empower Room: Regents D
Partner Session: Results Technology
Elevate Room: Regents E
Partner Session: AvidXchange
Educate Room: Regents F
4:00 - 5:00
General Session
General Session Room: Regents C
From Surviving to Thriving: The Community Bank Advantage [Expert Panel]
5:00 - 7:00
Networking Happy Hour
Networking Room: Regents A+B
8:30 - 9:30
General Session
General Session Room: Regents A
Keynote Speaker: Anthony Smith
Closing Address
9:45 - 10:30
Loan Transaction Simulator
EmpowerSplit Room: Regents D

See how the updated simulator helps staff model loan transactions and adjustments with more control and visibility. A useful tool for training and troubleshooting.

Check Imaging 4.0
EmpowerSplit Room: Regents D

An overview of new functionality in Check Imaging 4.0, including workflow improvements, search enhancements, and visual updates that improve ease of use.

ABS in Focus: Tools for Smarter Banking Operations
Elevate Room: Regents E

Get a closer look at tools within ABS that help streamline internal workflows, reduce manual work, and support smarter operations. Useful for banks looking to better manage documentation, reporting, and exception tracking across departments.

ASI Security Updates
EducateSplit Room: Regents F

An inside look at how ASI is strengthening security across the platform—and where banks can take action to better protect access, data, and infrastructure.

Auditing & Compliance
EducateSplit Room: Regents F

See how ASI is supporting more consistent, exam-ready processes—and how banks can improve visibility, documentation, and oversight in a shifting regulatory environment.

Training: Salesforce Ticketing System
Room: Chancellor 2+3

Learn how to submit, manage, and track support requests using the new Salesforce ticketing portal. Includes best practices and response time expectations.

10:45 - 11:30
Positive Pay
EmpowerSplit Room: Regents D

A walkthrough of how to use Positive Pay to help reduce fraud and automate check matching. Includes setup, file processing, and exception handling.

eNotices
EmpowerSplit Room: Regents D

See how electronic notices can be configured, delivered, and tracked through ASI’s communication tools. Includes examples and customer delivery options.

What’s Next: The ASI Product Roadmap (Repeat)
Elevate Room: Regents E

A forward look at development priorities across the ASI platform. Learn what’s launching soon, what’s in progress, and how product direction is being shaped by customer input.

Training: End of Year
Educate Room: Regents F

Review key steps for closing out the year in your system—covering reporting, documentation, balances, and configuration checks.

Auditing for BankManager
ABSSplit Room: Chancellor 2+3

Review tools available for internal and external audits, including logs, exception tracking, documentation workflows, and retention strategies.

Real Estate
ABSSplit Room: Chancellor 2+3

Learn how to manage real estate–related loan documentation, tracking, and review processes. Includes relevant fields and workflows.

11:45 - 12:30
Collaboration: Ideas & Insights
General Session Room: Regents A

This collaborative session invites all attendees to join the conversation—sharing ideas, asking questions, and exploring challenges across banking, technology, and service. No slides. No script. Just real dialogue among peers.