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2019 Sharetec Users Conference Workshops

Cross-Selling
More information coming soon!
Presenter: Lending Solutions Consulting, Inc.

Custom Financials
Wouldn’t it be nice to have financial reports with data specific to your credit union? You can with custom financials! In this class, attendees will learn to set up, run, and maintain custom financials in Sharetec. 
Presenter: Audra Schoenauer, Implementation Coordinator, BSDC

End of Day & End of Month Troubleshooting
End of Day and End of Month don’t have to mean it’s the end of the world. In this class, attendees will learn about the tools within Sharetec that can assist the Credit Union when GLs don’t balance.
Presenter: Lorry Bernier, Assistant Manager, Support Dept., NDS

Everything Credit Cards 
This class focuses on everything you need to know about system capabilities with batch credit cards! Attendees will learn about credit card uploads, downloads, single sign on, history and more.
Presenter: Audra Schoenauer, Implementation Coordinator, BSDC

Getting the Most Out of Sharetec’s e-Services
Sharetec offers many e-services, but are you using them to their fullest potential? In this class, attendees will learn ways to better utilize Sharetec’s e-Services.
Presenter: Heather Evans, Support Analyst, GBS

Hands-On Lab: Form Mapping 
First demonstrated at the 2018 Sharetec Users Conference, the Form Mapping Module makes its 2019 debut as the topic of the Hands-On Lab. Attendees will learn step-by-step how to map a form within Sharetec. Reserve your seat today using the conference mobile app!
Presenter: Heidi Herr, Conversion Analyst, BSDC

Increase Your Bottom Dollar
The bottom line is it’s all about your bottom dollar. Learn to increase credit union revenue through Easy Saver Round Up, Ultimate Checking, and Courtesy Pay. See how to make these Sharetec products work for you!
Presenter: David Hinkle, Manager of Support and Implementation, GBS

IT Tips and Troubleshooting
From troubleshooting peripherals to powering off servers, if you wear the IT hat at your credit union, then this class is for you. 
Presenter: Josh Bishir, System Administrator, BSDC

Relationship Lending – Think Outside the Box
Look beyond the credit score and build stronger member relationships. Join Lending Solutions Consulting, Inc. as they teach how to turn member relationships into profit.

  • Learn how to take an application by having a conversation and not sounding like an order taker

  • Learn what all loan notes should include

  • Be proactive and learn the questions Underwriters will have to avoid the ping-pong effect

Presenter: Lending Solutions Consulting, Inc.

Results for Beginning and Intermediate Users
Do you find creating reports in Results intimidating? Perhaps you are new to Results or maybe you understand the basics. If so, then this workshop is for you! In this class attendees will learn to build a simple query and elaborate upon it. 
Presenter: Ted Hoover, Account Executive, BSDC

Sharetec’s Advanced Marketing Tools
Tired of your members making payments to outside lenders? If so, put Sharetec’s marketing tools to work for you! In this class, you will learn how to use Quick Query to access and filter data, as well as how to export the data to Excel and use Word merge to generate letters to targeted members.
Presenter: Kyle Hardy, Sharetec Specialist, NDS

Sharetec Home and Mobile Banking
Sharetec’s Home and Mobile banking have received a makeover! In this class attendees will learn about the many new features that will have your membership smiling.
Presenter: Megan Skorick, Project Analyst, DSOT

But wait…There’s more!

Business Partner Sponsored Breakout Sessions

Allied Payment Network
More information coming soon!
Presenter: Chris O’Brien, Vice President, Business Development

CPI Card Group/Card@Once
More information coming soon!
Presenter: Russ Van Dyke, Strategic Accounts Manager

Epson America, Inc.
More information coming soon!
Presenter: Bill Gates, Business Development Manager

LKCS
More information coming soon!
Presenter: Sid Haas, Vice President, Business Development

MeridianLink and Sharetec
Imagine almost instantaneous loan application processing and staff being able to spend more time with members. Does this sound good to you? If so, join this session to learn the many ways Sharetec users can benefit from what MeridianLink has to offer. MeridianLink, one of the country’s leading financial services technology companies, offers a robust lending platform that helps increase credit union efficiency.
Presenters: Todd Proulx, MeridianLink; Joel Porter, Quality Analyst, BSDC

REDi and Sharetec: Partners in Protecting Your Members
Today we are faced with more fraud than ever before and the only way to truly identify a fraudulent transaction is customer verification. Therefore, minimizing the amount of time it takes to contact members is key. Join this session to learn how Sharetec and REDi have partnered together to help you keep your membership safe.
Presenters: Aaron Blevins, REDi; Rich Cook, Quality & Programming Manager, BSDC

TransFund
More information coming soon!
Presenter: Audie Wienecke, Vice President, Sales

Visible Equity
More information coming soon!
Presenter: Valerie Jackson, Director of Marketing

Please note: Workshops and presenters are subject to change without notice.