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Training & Events

Name: 2013 FIPCO Deposit Software User Conference
Date(s): 5/1/2013 to 5/2/2013 Category: Compliance, Deposits, IRAs, Safe Deposit
Price: $275 per person (both days)
$205 per person attending only May 2
Type: Conference
Location: Holiday Inn Hotel & Convention Center
1001 Amber Avenue
Stevens Point, WI 54481
Phone: 715-344-0200
Time: Wed.: 12:30 - 4:30 p.m.
Reception: 5 - 7 p.m.
Thurs.: 8:00 a.m. - 4:30 p.m

2013 FIPCO® Deposit
Software Users Conference

 Holiday Inn Hotel and Conference Center - 1001 Amber Avenue - Stevens Point



Is the increasingly complex regulatory burden overwhelming? You'll walk away from this conference with the compliance information you need.

 

 

 FIPCO Financial Link          FIPCO Compliance Concierge

Wednesday, May 1
12:30 - 1 p.m.
Registration
1 - 4:30 p.m.
COMPLIANCE CONCIERGE
      This session will focus on FIPCO's new deposit account opening software: Compliance Concierge. Think of it as a refresher from training. We'll show you basic front-end use along with giving a review of the Administrative settings. Breaks will be offered during the session. Be sure to mark on your registration form if you will be joining us.
5 - 7 p.m.
RECEPTION
      Join us for a relaxing reception filled with networking opportunities. Whether you attend the Compliance Concierge session, or are just arriving for tomorrow's sessions, everyone is welcome to attend. Mark on your registration form if you will be attending. There is no additional cost to attend. Light hors d'oeuvres and refreshments will be provided.
Thursday, May 2
8 - 9 a.m.
Registration and Continental Breakfast
 

 9- 9:30 a.m.

  Welcome and Opening Remarks
9:30 - 10:45 a.m.
WBA FORMS

Learn as WBA's attorneys take you through various WBA deposit forms and frequent questions the WBA legal department receives.

      10:45 - 11 a.m.
Break
11:00 a.m. - Noon 

FDIC EXAMINER - DEPOSIT RELATED ITEMS OF INTEREST

The FDIC examiner will present an update on common deposit compliance issues and emerging deposit compliance topics.

Noon - 12:45 p.m.
Lunch
12:45 - 1:15 p.m.
FIPCO PRODUCTS AND COMPLIANCE CONCIERGE DEMONSTRATION

FIPCO introduces their new loan/mortgage/deposit system that anticipates your every need and facilitates your every move. Specifically designed for today's busy bankers, Compliance Concierge can improve efficiency, accuracy and compliance through a host of unique features. Art Weber will give you a brief tour of Compliance Concierge.

1:15 - 2:15 p.m.
ASCENSUS® PRESENTS HSAs: HERE TO STAY

This session is designed around an issue that may be very important to your bank-the increasing demand for health savings accounts. With the Supreme Court affirming the constitutionality of the Patient Protection and Affordable Care Act, and the re-election of the President in November, it's important that today's institutions prepare for the inevitable changes coming to the healthcare market. The Ascensus speaker will help you understand this type of account.

2:15- 2:30 p.m.
Dessert Break

 2:30 - 3:45 p.m.

LEGAL Q&A
 

Year after year the WBA Legal Q&A session is one of the highlights of the conference. Obtain answers to your deposit-related questions from WBA and FIPCO experts.

Submit questions on the application form or present them to a FIPCO staff member prior to noon on May 2.

 

3:45 - 4 p.m.

  Break
_

 4 - 4:30  p.m.

FINANCIAL LINK DEPOSITS
      The FIPCO staff will cover a host of topics related to Financial Link Deposits. From FAQs to Admin settings to opening the more challenging accounts, we are sure you will take valuable and useful software tips back to your bank after attending this session.

Registration:
The registration fee is $275 per person and includes the Compliance Concierge Session on May 1 along with the conference on May 2. Attend May 2 only for $205. Registration includes conference materials, refreshment breaks, lunches and reception. Please note: registration fees do not include your hotel accommodations.

Hotel Accommodations:
Holiday Inn Hotel and Convention Center  |   Stevens Point  |   715.344.0200

Please make sure to indicate that you are attending the FIPCO Loans User Conference. The special FIPCO room rate is $102 + tax for single or double occupancy. Room rate is guaranteed through April 10, 2013.  After this date we cannot guarantee room rate or availability.

For directions or more information about the hotel, visit www.holidayinn.com and search by city, Stevens Point.

Questions:
Please direct questions to FIPCO’s Annette Witkowski at 800/722-3498, ext. 238 or e-mail
FIPCO Training.

 Click here for a Printable Copy in PDF format.

Click Here to Register

Testimonial

"I really liked the small-group setting of the training class and appreciated the individual help we received. The FIPCO support staff members are wonderful. We don’t have to wait for an answer."

- Jeanette Judd, State Bank of Cazenovia