A place where everyone will know your name — and be glad you came!
Sharetec is delighted to announce the 2025 Annual Sharetec Users Conference in Boston, MA, from September 17-20, 2025! Join us for an action-packed few days filled with education breakout workshops, informational general sessions and roundtables, networking opportunities, vendor meet-and-greets, and more. We cannot wait to see you there!
Registration for 2025 has ended. Please email kbrager@sharetec.com with questions. Check back soon for 2026 registration!
The 2025 Sharetec Users Conference will be held at the Omni Boston Hotel at the Seaport, located at 450 Summer Street Boston, MA 02210. The closest airport is Boston Logan International (BOS), which is about 9 minutes away from the hotel with tolls or 40 minutes away from the hotel without tolls.
The hotel block is now closed. Please contact kbrager@sharetec.com with questions.
We are so excited to offer exciting, new, educational breakout sessions this year in Boston! If you have a question about the below, please email kbrager@sharetec.com.
Subject to change.
Learn how to get the data you need out of your core! With Dashboards, you can unlock critical data to guide your CU’s path forward. With Self-Service Reporting, generate the reports you need, when you need them. Prepare to walk away from this session with actionable steps to creating your own dashboards and reports!
Grab your pen and paper – we’re going deep into Velocity to show you new ways to let your core run with you. Previously called Velocity Tips & Tricks, this renewed and rejuvenated session is ready to wow you with all that Velocity can do.
Curious about what OTG has to offer not only you, but your members? Come listen to what credit unions have said about their Sharetec On-the-Go implementation and what the full process looks like from our Digital Services Manager, Rebby Madden, and President and acting leader of Product, Joe Viater!
We’re giving you a peek behind the Sharetec curtain in this brand-new session! President and acting leader of Product, Joe Viater, and VP of Engineering, Tyler Radlick will lead you through how Sharetec works through the development process to continuously improve and expand on our software offerings.
Balancing, variances, month-end, oh my! Attend this session to learn how to make your back office and accounting processes more streamlined, quick, and simplistic. With tips applying to both GUI and Velocity, there’s something in this session for every CU!
If you’re upgrading to Velocity soon or have some questions about the process, attend this session to have your questions answered! Led by Sharetec’s Director of Product Experience, Tania Lowder, and Customer Learning and Experience Manager, Kari Rager – these two are the one, two punch for all questions on the technical-, training-, and process-related pieces of your Velocity upgrade.
Let us show you how to make Sharetec GUI even better and easier with some features you may not be fully utilizing. Previously called GUI Tips & Tricks, this session is a refreshed and revamped time to learn about what you can do to improve how you interact with your core every day.
Learn how to make lending easy by reducing manual processes and human error. With tips on setting up risk-based lending, adding loan fees and rate adjustments (Velocity only), and using automated lending decisioning to make status recommendations you’ll have a renewed confidence in managing your loan program. Demonstrations will be performed in both GUI and Velocity.
You can have the best loan rates or CD promotions in the world, but what matters more than any of the products you offer? Retaining and engaging your A-player employees. Join us for this session on how to improve your overall employee experience to retain your best talent. When your employees believe in and advocate for your mission, it improves your member experience in ways marketing promotions never could.
Everyone is someone’s daughter, son, boss, mother, father, sister, brother, friend, and more. Work is only a part of what your employees experience in their daily lives. This session will present ways to improve your employee’s well-being as a whole, as well as where to start in beginning a program focused solely on mental health.
Sharetec’s Chief Customer Officer, Laura Szymanski, Director of Customer Success, Darin Stowe, and Customer Learning & Experience Manager, Kari Rager, are teaming up to take you deep into the world of Customer Success. Our customer support managers will also be on hand to help answer questions and put a name with a face. You’re sure to leave this session with the understanding of the tools and resources available (as well as what’s coming next) to help you realize the full capabilities of your system.
Make sure you register soon, as spots are filling up quickly!
Click here for more information and email kbrager@sharetec.com to secure your spot.
There are so many things to do in Boston, it’d be impossible to list them all! Here’s a few to get you started. Click the links for more information.
A little history…
More of an experience…
Something for the foodies…
And some restaurants to top it off…
And if you need some more suggestions…
ICYMI, we boot, scoot, and boogied our way to Frisco, Texas, in September 2024. In addition to line-dancing at Southfork Ranch and asking ourselves, “who shot JR?” we also:
Take a trip down memory lane with some 2024 event photos!
