We’ve already got many great things in the works!

• Upon check-in, kick off the conference with a Vendor Happy Hour at the Omni Boston Hotel at the Seaport. Once you have your badge, you can grab a cocktail and begin networking! Then, we’ll take a short walk over to Harpoon Brewery to enjoy the ambiance of a modern European beer hall, including food, drinks, and Live Band Karaoke.
• We’ll set sail on the Atlantic on Thursday evening for an exclusive luxury yacht cruise around Boston Harbor. During this Casino Royale cruise, you’ll enjoy dinner, drinks, dancing, casino games, and the picturesque skyline. Don’t want to dance the night away, no problem! The boat will dock after dinner if you want to see what else Boston has to offer.
• We’re already building our session schedule and are excited to announce ASA Financial as our main presenter! As the first core to integrate ASA into its digital banking platform, Sharetec partners will have access to powerful finance apps that will boost the member experience and build a competitive edge.
• We’re already planning our 2025 Sharetec Challenge! Look forward to playing for the chance at our grand prize – a 2026 Users Conference registration (valued at over $1300!).

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.

You can book your hotel now by clicking here!

Wednesday

• 3:45 – 5:00 PM Registration and Business Partner Happy Hour
• 4:00 PM Hotel Check-In
• 5:30 – 7:00 PM Welcome Event at Harpoon Brewery sponsored by SavvyMoney

Thursday

• 8:00 – 9:00 AM Breakfast
• 9:00 – 10:00 AM Conference Kickoff
• 10:15 – 11:15 AM Breakouts
• 11:30 AM – 12:30 PM Breakouts
• 12:30 – 1:30 PM Lunch
• 1:30 – 2:30 PM General Session sponsored by ASA Financial
• 2:45 – 3:45 PM Breakouts
• 3:45 – 4:00 PM Snack Break
• 6:00 – 9:30 PM Casino Royale Cruise aboard the Spirit of Boston for our Client Celebration Night sponsored by TransFund

Friday

• 8:00 – 10:00 AM Executive-Hosted Breakfast
• 10:15 – 11:15 AM Breakouts
• 11:30 AM – 12:30 PM Breakouts
• 12:30 – 1:30 PM Lunch
• 1:30 – 2:30 PM General Session
• 2:45 – 3:45 PM Breakouts
• 3:45 – 4:15 PM Snack Break
• 4:15 – 5:00 PM Conference Closing
• 6:30 – 9:00 PM Milestone Anniversary Dinner (by invitation only)

Saturday

• 8:00 – 10:00 AM Breakfast and Networking with Sharetec
• 11:00 AM Hotel Check-Out
• 11:00 AM Check out all the history and fun Boston has to offer!

We are so excited to offer exciting, new, educational breakout sessions this year in Boston! If there is a topic you would like or a question about the below, please email kbrager@sharetec.com.

Below is a sneak peek of the sessions we will be offering. Subject to change.

Actionable Insights: Using Advanced Analytics for Data-Driven Decisions

Presenter: Dan Miller

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!

Run with Velocity!

Presenter: Dan Miller

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.

Implementing Digital Banking: Getting the Word Out & Onboarding Members

Presenters: Rebby Madden & Joe Viater

New to digital banking? Not getting the adoption rates you are looking for from your online banking? This session is for you! This session will hone in on how to get members using (and loving) your digital banking platforms.

Sharetec’s Secret Sauce

Presenters: Joe Viater & Tyler Radlick

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 SDLC process to continuously improve and expand on our software offerings.

Back Office & Accounting: Efficiencies with Your Core

Presenter: Ted Hoover

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!

GUI to Velocity? Here’s What to Expect

Presenters: Kari Rager & Tania Lowder

If you are getting your Velocity install soon or just have some questions about the process, this session is here to answer all your questions! 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 GUI to Velocity or Velocity to Velocity with Reporting upgrade.

Same Core, New Tricks! GUI-Centric Tips for All!

Presenter: Ted Hoover

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.

Making Lending a Breeze

Presenter: Kari Rager

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, and using automated lending decisioning to make status recommendations, this session will apply to GUI and Velocity users alike.

Employee Experience & Engagement Tools

Presenter: Angela Madore

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.

Employee Well-Being & Mental Health Programs

Presenter: Angela Madore

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.

Interested in sponsoring the 2025 Sharetec Users Conference?

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.

Our 2025 Diamond Sponsors:

Our 2025 Platinum Sponsors:

Our 2025 Gold Sponsors:

Our 2025 Silver Sponsors:

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…

• Freedom Trail Walking Tours – Shorter Tour or Longer Tour
• Tea Party Ship & Museum
• Beacon Hill True Crime Tour
• Nighttime Tours – Ghosts and Gravestones (Trolley) or Booze and Boos (Walking)

More of an experience…

• Hop-On Hop-Off Trolley Pass
• Martha’s Vineyard Day Trip and Island Tour
• Fenway Park Tour
• Boston Red Sox Game

Something for the foodies…

• Boston Observation Deck and Rooftop Bar
• Pizza, Beer, and Paul Revere Tour
• French Steakhouse Dinner Class

And some restaurants to top it off…

• Chart House – Boston
• Estella
• Eddie Merlot’s
• M.J. O’Connor’s
• Morton’s The Steakhouse
• Rosa Mexicano
• TAMO Bistro + Bar

And if you need some more suggestions…

• Shopping
• Parks & Fun
• Food & Drink
• Art & Cuisine