WIXLIB

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H EV I S I O NTuesday, May 58:00 am - 4:00 pmRegistration Open10:30 – 11:45 am2015 Release UpdateProduct Management Team7:30 – 8:15 amBreakfast in theExhibit Hall/Showcase8:30 - 9:45 amCreating Connections!9:50 - 10:25 amNetworking Break inShowcaseYou know it’s just around the corner,but what does it include? The MISERProduct Management Team will bereviewing what we have been up toover the last several months preparingfor 2015.1 and 2015.2 releases. Thisoverview will include what we know iscoming your way as well as what wehear from the regulators and the IRSfor year-end 2015 (no, it isn’t too earlyto be thinking about year-end eventhough it is only May).11:55 am - 12:45 pm CONCURRENT SESSIONSRegulatory LoansMISER DeskTop Demo and Q&ASam TeagueTommie SchillingModerator: Johnny Greene, First Piedmont (SC03)Moderator: Alison Herndon, Lutheran Church ExtensionFund (MO25)Come to this session and hear from the expert on whatyou should be paying attention to as it relates to Loanregulation. You might just glean a tip that could save youboth time and money!Unisys Session - Hidden GemsModerator: Jay Constantino, Stafford Savings Bank (CT21)MCP software release has a large set of products and anevery growing list of capabilities. This presentation willshow you some of the products and features you may ormay not be using in your MISER environment. After leavingthis presentation hopefully you will learn at least one, ifnot more, cool things you can do to make your life easier.Additionally, since Unisys has completed its migration ofall new systems to the MCP Next Generation architecture,we will discuss new capabilities and features, and what ismeans to the MISER environment.This will be a session that you won’t want to miss! MISERwill showcase its latest and greatest solution in branchautomation – MISER DeskTop. See for yourself how MISERDeskTop’s new, cohesive design can efficiently serve yourcustomers or members with a complete 360-degreeview of their portfolio and sales opportunities. Thisdemonstration will highlight the key features of MISERDeskTop and provide real-world feedback.EMV Migration - Are you ready?VISA/MCModerator: Shelly Clark, GECU (TX51)yourmug.org/annual-meeting

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H ETuesday, May 5V I S I O NHow relevantis your branching strategy?Do you even have one?12:50 - 1:50 pmLunch & RoundtablesMOSUG Subgroup Meeting/Luncheon1:55 - 2:55 pm CONCURRENT SESSIONSCohesion - Efficiency Now!User PanelEnterprise Governance Risk ComplianceManagementModerator: Brad Grant, Wings Financial (MN02)Allan Cuttle, FISComplexity Simplified! Cohesion and .net facilitate thepowerful concept of enabling consumers of technology tofocus on the what and not the how in business processing.Come and hear real-life examples of how Cohesion isbeing leveraged to streamline processing. Could this bethe beginning of the future for what MISER Desktop iscapable of upon completion of the FIS MISER DesktopRoadmap?Moderator: Johnny Greene, First Piedmont (SC03)Regulatory DepositsSam TeagueModerator: Alison Herndon, Lutheran Church ExtensionFund (MO25)Sam Teague is back and better than ever to help keep youinformed about the deposits regulatory changes that arecoming up in the next year.Branch Concepts - What’s Working & WhyUser PanelModerator: Shelly Clark, GECU (TX51)Statistics show that the branch is not dead and remainsan important service venue for Gen Y. Consequently,the question to be answered is, “how relevant is yourbranching strategy?” or do you even have one. Shareyour successes, failures, lesson’s learned and Ah Ha’s withothers in answering this elusive, but yet very importantquestion.Regulatory authorities now place greater emphasis on afinancial institution’s ability to identify and manage riskacross the enterprise. Regulators are now conductingassessments to ensure adequate control and managementof credit, interest rate, liquidity, compliance, reputationaland strategic risk. They continue to raise the bar on banksof all sizes, with GFI’s in particular having a considerablygreater challenge given their geographic dispersion,broad and complicated lines of business, and inefficientand disparate operating environments.The EGRC Solutions Group - Enterprise Risk Managementpractice has released an innovative tool, Early Risk Manager(ERM). ERM provides a complete risk management andcompliance monitoring solution that is unparalleled inthe industry, offering risk management, compliance, riskmetrics, issues management, third party risk management,loss data management and scenario analysis modules.Our solution integrates a best practices approach that isfocused on building and tailoring the Risk and Complianceprogram within an organization.With ERM, an organization would be able to gain greaterintegration among their risk compliance and controlgroups, as well as proactively identify and mitigate risksbefore they could negatively affect and FI’s earnings,capital, reputation, and the strategic direction. Come andsee how we can strategically assist with the future growthof your institution.yourmug.org/annual-meeting

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H EV I S I O Nfresh ideas coupled witha vision for how you canbetter use dataTuesday, May 53:00 - 4:00 pm CONCURRENT SESSIONSUnisys (Sponsor) SessionStrengthen Security AND Shrink CostsFinancial services executives must strike the perfectbalance between cost and risk – it’s easier than youthink.Moderator: Beth Tomlinson, Bedford Federal SavingsBank (IN18)The highly sensitive, mission-critical information thatfinancial services institutions are entrusted to protect isunder relentless attack by sophisticated cyber criminalswho have figured out how to penetrate the fortress oftraditional security. Financial services executives knowthat an innovative approach to security must be embracedin order to sidestep the onslaught of external and internalsecurity risks – one that not only helps strengthen security,but also reduces costs in today’s budget-restricted,compliance-laden environment. Unisys Stealth is asoftware security innovation that eliminates the trade offbetween cost and risk and improves agility by strengtheningdata protection, simplifying management, and reducingreliance on physical technology infrastructure.BI - A Fresh PerspectiveUser PanelModerator: Brad Grant, Wings Financial (MN02)Data driven organizations have the potential ofoutperforming their competition in both efficiency andstrategic execution. Come to this session and glean someinsights from the experts on opportunities to leverage BIfor the future and become a more data driven organization.You might just leave with some new and fresh ideascoupled with the start of a vision for how you can betteruse data at your FI in execution of your strategy. This willbe the kick off of a new BI User Group!Commercial Lending: How Do You Do That?Open ForumModerator: Johnny Greene, First Piedmont (SC03))As users, let’s discuss how we utilize MISER’s CommercialLoan Application in the unpredictable world of commerciallending.Business Process Improvements (Workflows,custom applications, etc.)User PanelModerator: Shelly Clark, GECU (TX51)Interested in gaining efficiencies in transaction processing?Workflows can streamline the cost and time required tocoordinate common business processes. Join us in thissession to see how workflows provide each institution theunique ability to customize transactions (data forward,pre-fill, transaction labeling) designed specifically tofit your needs . Whether it is one transaction or many,workflows provide enhanced functionality to the userswhile minimizing the amount of input by the user.yourmug.org/annual-meeting

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H EV I S I O NTuesday, May 5relax, unwindand enjoy4:00 - 5:15 pmNetworking Break in Showcase7:00 - 10:30 pm5:30 - 6:15Fun Walk! Benefiting the Juvenile DiabetesResearch FoundationWelcome to Florida PartyYou’re invited to participate in the 2015 MUG EveningFun Walk to benefit the Juvenile Diabetes ResearchFoundation. This event is free of charge. You can take thistime to participate for a good cause while getting a littleexercise on the beautiful scenic property of The HyattGrand Cypress. The trail is located around the perimeterof the hotel and is about 1.3 miles.Join us for another AMAZING MUG Party at this year’sconference. We will have a Welcome To Florida themefor the annual event, showcasing cities, food and culturesfrom around the State. Located out the back doors of theGrand Cypress, the party will be held in the WildernessArea. A great dinner, themed games, music, and a crazytourist contest await you at this year’s party. Cocktails willbe flowing, and the Entertainment will keep you movingin addition to other fun surprises at this year’s Party! Thedress is very casual so you can t the evening.Donations are encouraged, but not required. The MISERUsers Group will match up to 300 donated towards thiswonderful foundation.Location: Outside in the Wilderness AreaThis event will take place right before the Tuesday nightMUG Annual Party, but don’t worry. You will have plenty oftime to get ready for the banquet.Please consider donating today! Make Checks Payableto JDRF of Central Florida and mail them to the MUGOffice. Donations will also be collected at the MUG 2015Conference Registration Desk.yourmug.org/annual-meeting

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H EV I S I O NWednesday, May 68:00 am - 12:00 pmRegistration Open8:00 – 8:45 amFull Breakfast9:00 – 10:00 amMUG Annual Business Meeting10:15 – 11:15 am CONCURRENT SESSIONSEnterprise Output ManagerYou need to see this!GenNowSteve Diederichs / User PanelToday’s millennial consumer is looking for alternative financial solutions tomeet their life style. GenNOW meets the needs of this consumer segment.GenNOW an Omni-channel banking experience provides the consumersa solution to transact and bank when they want and how they want,via the web, on their mobile device or the traditional brick and mortarbank branch. Join FIS experts to explore how GenNOW can assist yourinstitution to capture this new market segment using GenNOW, a turnkey,easy to implement alternative financial solution and additionally offer arobust alternative transactional account to your current account holders.Moderator: Brad Grant, Wings Financial (MN02)Moderator: Alison Herndon, LutheranChurch Extension Fund (MO25)Yes it’s back and for good reason!Enterprise Output Manager (EOM)remains a hidden gem of opportunityand efficiency waiting to be leveragedby any and all who license it. Don’t letanother MUG go by and miss out on thistried and true efficiency engine for dataoutput!PCI/NPI Data SecurityFireside Chat with Client CareMatt Rothlein, Becky Brazer & John CulverModerator: Jay Constantino, Stafford Savings Bank (CT21)Bob Clark, MISERModerator: Shelly Clark, GECU (TX51)Security breaches are commonplace inthe news lately. Learn about the latestFIS security enhancements designed toprotect your client’s data and what youcan do to prepare.Come join us for a fun and interactive session where you will have theopportunity to learn helpful tips and get answers to your burning questionsabout MISER Client Care. Stick around for a friendly meet-and-greet andput faces to the names that you know so well!11:30 amClosing Summary1:00 - 4:00 pmMISER DeskTop Migration Planning & PreparationBrad Grant, MUG Chair &Jerry Nissen, FISPete Ossi, Evie Serrano, Tom Kuhn, & Kimberlee MilanFind out what your institution can do to be better prepared to transition toMISER DeskTop. Members from MISER’s development, product management,implementations, and education teams will provide you with the knowledge toensure that your institution is ready to take advantage of MISER’s newest branchautomation solution. Regardless if you are currently a BA or ACI front-end user,this session will outline what to expect before, during, and after your migration.yourmug.org/annual-meeting

MISER USERS GROUP ANNUAL MEETINGMUG 2015 CREATING CONNECTIONSS H A R ET H EV I S I O NPost M u g C l ass e sClick here to register for Post MUG Classes. Cost 250 per class.Extend your MUG 2015experience for a Thursdaymorning session.Thursday, May 78:30 am – 12:30 pmLoan Processing (Per Diem & Billing Records)Enterprise Output ManagerScott HadleySteve DiederichsExtend your MUG 2015 experience for a Thursdaymorning session and join us for a Loan Servicing workshopas we explore the topics of Billing Records, Per DiemAccounting, and Deferred Fees/expenses in detail. Thesession begins with a comprehensive look at how billingrecords are created and their use for all types of loans. Themigration process to Per Diem accounting will be sharedtogether with the benefits and experiences of recentimplementations. Finally, the mysteries of deferred fees/expenses will be examined with the goal of resolving theexceptions that seem to never disappear.Make plans to linger in sunny Florida for a day with anEOM expert who helped develop EOM! Be ready toroll your sleeves up, get your hands dirty and learn howyou too can leverage this tool for managing all kindsof data output. A few hours of your time learning whatEOM can do, could literally result in a 10x to 100x returnon investment. Yes, the tool is that powerful and in alllikelihood your organization is leaving money on thetable by not managing data output as efficiently as youcould be via EOM.MISER BI – IntermediateCohesion TrainingTerri KrupinskiAnand LikhiteThe class will provide an in-depth overview of host andserver requirements for running Cohesion server aswell as the concepts and install of the Cohesion webservice. Performance monitoring and logging from anadministrative standpoint will be covered. Participantswill learn about the MISER SDK and will be introducedto the tools provided. Last but not the least, a primer tointerfacing with MISER using Cohesion will be covered.Code samples using Microsoft .NET will be made available.Intermediate BI: Having trouble getting Loan and Lineof Credit Accounts on the same BI report? How aboutChecking and Line of Credit? This class will explorecombining fields from two Datasets in the same modelon one BI report built with Report Builder 3.0. No moreexporting to Excel and trying to match thing up. We willalso look at combining data from two different models/dataset using the Subreport function.yourmug.org/annual-meeting

MUG 2015 ANNUAL MEETINGMay 3-6, 2015 Hyatt Grand Cypress, OrlandoPre-Registration FormOnline regstration is preferred. Please visit yourmug.org and register online if possible.You will receive an emailed invitation to register. Registration is also available on the member only portion of the websiteat www.yourmug.org. Credit Card information cannot be accepted on this form; please use the online form only to payby credit card in order to protect your security.REGISTRATION INfORmATION - PlEASE TyPE OR PRINT ClEARlyMUG Registrant (First name Last name)(as you wish it to appear on your name badge)MUG Membership Primary Contact (First name Last name)Required to use first free registrationCompanyStreet AddressCity/State/Zip CodeTelephone E-Mail AddressPRImARy JOb RESPONSIbIlITyREGISTRATION fEES: AuditorRetail BankingComplianceDeposit OperationsFinance and AccountingInformation TechnologyLending OperationsElectronic ServicesOtherPlease check the one applicable to the above registrant. First Registrant . FREE Additional Registrant (before 3/14/15) . 850 Additional Registrant (after 3/14/15) . 900 Spouse/Guest Registrant . 250(includes all food functions and parties) In House ClientService Bureau ClientThis is my first MUG Annual MeetingI have special needs (dietary, disabled, etc); please list:Spouse/Guest: Optional Separate Tickets Sunday Night Party . 75.00 Monday Breakfast . 25.00 Monday Lunch. 35.00 Tuesday Breakfast . 25.00 Tuesday Lunch . 35.00 Tuesday MUG Annual Party . 100.00 Wednesday Breakfast . 25.00I am a member of the following MUG Sub-Group (s): CHUG EMUG INDYMUG MOSUG NEARMUG CREDIT UNIONI would like to attend the FIS Product Café on Sunday, May 3(there are two options for each time; each limited to 40 people):2:00 - 2:50 PM BeB & CeB Risk, Fraud and Compliance Solutions4:10 - 5:00 PM Mobile Strategy ConnectionsSpouse/Guest Full Name:Optional lunchtime Registration (See brochure for descriptions)monday 11:50 Am - 12:50 Pm New Attendees Luncheon (for First-Timers) Cohesion User Group LuncheonTuesday 12:50 - 1:50 Pm MOSUG Subgroup Meeting/Luncheon Processing Fee (required) 5.00TOTAL ENCLOSED Federal Tax I.D. # 31-1231090Make Checks Payable and Mail To:P.O. Box 770178Winter Garden, FL 34777-0178Phone: 407-347-5730 FAX: 407-614-8357

Join Us for anEvening Fun Walkto benefit the Juvenile DiabetesResearch FoundationYou’re invited to participate inthe 2015 MUG Evening Fun Walkto benefit the Juvenile DiabetesResearch Foundation. This eventis free of charge. You can takethis time to participate for a goodcause while getting a little exerciseon the beautiful scenic property ofThe Hyatt Grand Cypress. The trailis located around the perimeter ofthe hotel and is about 1.3 miles.Donations are encouraged, but notrequired. The MISER Users Groupwill match up to 300 donated towards this wonderful foundation.This event will take place right before the Tuesday night MUG Annual Party, but don’t worry. You willhave plenty of time to get readyfor the banquet.Please consider donating today!Make Checks Payable to JDRF ofCentral Florida and mail them tothe MUG Office. Donations willalso be collected at the MUG 2015Conference Registration Desk.To BenefiTTuesdayMay 55:30–6:15 pMM ISERUSERS GROUP

Regulatory Loans Sam Teague Moderator: Johnny Greene, First Piedmont (SC03) Come to this session and hear from the expert on what you should be paying attention to as it relates to Loan regulation. You might just glean a tip that could save you both time and money! Unisys Session - Hidden Gems Moderator: Jay Constantino, Stafford Savings Bank .