MUG 2015MISER USERS GROUPANNUAL MEETING

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Hyatt Grand Cypress • Orlando, Florida • May 3 - 6, 2015

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ATTENDEE BROCHURE

ACCOMMODATIONSThe MISER Users Group will meet at the Hyatt Regency Grand Cypress, Orlando, Florida.One Grand Cypress Blvd.Orlando, FL 32836

Phone: 407-239-1234 Fax: 407-239-3837

www.hyattgrandcypress.com

Room Rate: $189.00 single or double (be sure to identify yourself as a MUG member)

Reservation deadline: April 1, 2015

Hotel Reservations: You can reserve your room by calling central reservations at 1-888-421-1442 to make your hotel reservations. Be sure to identify yourself as being with the MISER Users Group to receive the special meeting rate.

Pre-and Post-conference accommodations may be secured on a space-available basis at the MUG Annual Meeting rate, 3 days prior and 3 days following the meeting.

Check-in: 4:00 pm

Checkout: 11:00 am

TrANSpOrTATIONTaxi: $55.00 USD One-way (approximate prices)

Mears Transportation Arriving Guests: Please proceed to Ground Transportation, located one level below baggage claim and look for the Mears Transportation desk. Inform the representative that you need the shuttle to the Hyatt Regency Grand Cypress. After hours, you may reach a Mears Representative for assistance via the phone.

Departing Guests: Advance reservations are required, and can be arranged through the Concierge each day from 7:30 AM – 8:30 PM, or via phone at ext. 51. After hours, call 407-423-5566.

Cost: Age 12 and older $22 one-way, $36 round-trip

Driving Directions From Orlando Int’l Airport (MCO) (approximately 18 miles)Take the Beachline Expressway West (528 West) to I-4 West. Take I-4 West to Exit 68 (Lake Buena Vista), turn right off the exit and proceed to second traffic light, turn left at light to our hotel entrance.

Parking: Hyatt Regency Grand Cypress is pleased to offer underground valet parking for our guests’ convenience.

•Valet Overnight - $25•Valet Temporary - $12•Self-Parking - $17 with unlimited in/out privileges

Valet parking is located in our covered underground garage and self-parking is located at driveway #5 next to the convention center entrance.

S H A R E T H E V I S I O NMUG 2015 CREATING CONNECTIONS

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7:00 - 11:00 amVendor Showcase Decorator Setup

8:00 am - 4:00 pmFIS Showcase Setup

10:00 am - 7:00 pmRegistration Open

11:00 am - 12:00 pmMUG Executive Committee Meeting

11:00 am - 4:00 pmExhibitor Setup

12:00 - 12:50 pmExecutive Committee/Sub Group Chairs Luncheon

1:00 - 1:50 pmACI Users Session

MISER BA Users Group

SuNDAy, MAy 32:00 – 2:50 pmFIS Product Café A Business eBanking & Consumer eBankingA dynamic digital strategy includes offering rich and compelling online and mobile banking experiences. FIS is proud to be able to offer Business eBanking & Consumer eBanking with Mobile as options to clients using the MISER core system. Business eBanking and Consumer eBanking provide compelling user interfaces with rich feature functionality and tight integration. Come hear from our product experts as they provide an overview of these integrated solutions and live demonstrations.

FIS Product Café B Risk, Fraud and Compliance SolutionsFIS’ Financial Crime Management solutions offer more effective and efficient means to help you maintain compliance and fight fraud. Part of the FCM suite, the FIS Prime™ is a comprehensive, integrated solution for AML compliance. With hosted or on-site deployment options available, the product suite monitors four specific target areas – BSA, EDD, OFAC and Legal Reporter – covering transaction surveillance, money laundering and sanctions monitoring.

Please note, the following schedule is subject to change

SeSSION SCheDule & eveNTS

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SuNDAy, MAy 33:00 - 4:00 pmSubgroup MeetingsINDYMUG/CHUG

EMUG

NEARMUG

CUMUG

4:10 - 5:00 pmFIS Product Café C Mobile StrategyThe New Path of Mobile Banking: New Leading-edge Features for 2015

The mobile landscape is evolving quickly. Learn how FIS Mobile is empowering financial institutions to deliver innovative new features and a seamless customer experience. See a live demo of the latest from FIS Mobile Banking, hear what’s coming soon in 2015 and explore tech trends that are shaping mobile banking.

FIS Product Café D: ConnectionsFIS Connections is a hosted browser-based comprehensive CRM solution designed specifically for community financial institutions. Key features include household profiling, database marketing with targeted segmentation, online survey tool, cross-sales with prospect tracking, incentive plans, reporting and profitability and pricing.

5:00 – 6:30 pmWelcome Reception with Exhibitors

7:00 - 10:00 pmFIS Welcome Party!

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MONDAy, MAy 410:30 - 11:45 amMISER Roadmap Updates Q&AJackie Roberts

Moderator: Beth Tomlinson, Bedford Federal Savings Bank (IN18)

What is MISER planning in the next 18-24 months? This general session will provide valuable updates on topics such as MISER DeskTop, MISERStudio™, security, integration, CERs and much more!

11:50 am - 12:50 pmGeneral Luncheon

New Attendees Luncheon (for First-Timers)Join members of the MUG Executive Committee and Subgroup Chairs for an informal meet-and-greet luncheon. Learn from long-time attendees and MUG members on how to make the most of your conference experience. Meet with your subgroup chair and hear what your peers are experiencing with MISER and how you can become more involved. MUG Leadership will be available to answer any of your questions.

Cohesion User Group Luncheon

7:15 am – 5:00 pmRegistration Open

7:15 – 7:50 amBreakfast in Exhibit Hall/Showcase

8:00 - 8:15 amWelcome and Opening RemarksBrad Grant, MUG Chairman

8:20 - 9:30 amFIS Opening SessionRachel Landrum, Jerry Nissen & Jackie Roberts

9:35 - 10:00 amFIS & Unisys FIRST AwardJerry Nissen & Pat White

The Opening Session will conclude by the presentation of the 5th Annual FIRST Innovations Award. FIS and Unisys will announce this year’s MISER Institution winner for unique innovation in 2014!

10:00 – 10:25 amNetworking Break in Showcase

What is MISER planning in the next 18-24 months?

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MISER System Administration Best PracticesBob Clark & Gary Henriques

Moderator: Jay Constantino, Stafford Savings Bank (CT21)

Find out general tips and tricks to enhance your MISER system. This session will discuss how in-house clients can leverage Unisys and MISER utilities to improve operational efficiencies for mainframe development and system administration. The content of this session will be technical in nature and should be attended by Systems and Operations personnel.

CRMOpen Forum

Moderator: Brad Grant, Wings Financial (MN02)

The need for relationship management has not changed much over the years, however; the way it’s done definitely has. Come, share, listen and leave better prepared to manage those relationships that are vital to your FI’s success!

MONDAy, MAy 4

1:00 - 2:00 pm CONCURRENT SESSIONSMISER Desktop Demo - Q&A with Real world feedbackBryan Knight

Moderator: Beth Tomlinson, Bedford Federal Savings Bank (IN18)

This will be a session that you won’t want to miss! MISER will showcase its latest and greatest solution in branch automation – MISER DeskTop. See for yourself how MISER DeskTop’s new, cohesive framework can more efficiently to serve your customers with a complete 360-degree view of their portfolio and sales opportunities. This demonstration will highlight the key features of MISER DeskTop and provide some real-world feedback.

The need for relationship management hasn’t changed;

the way it’s done has.

2:00 – 3:10 pmNetworking Break in Showcase with Refreshments

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3:15 - 4:15 pm CONCURRENT SESSIONS

MISER System ManagementGary Henriques

Moderator: Jay Constantino, Stafford Savings Bank (CT21)

This session with Gary Henriques will cover several topics about in-house system management, including the MCP level support schedule, MCP 16.0/SSR 57.1 System Software Update, 2015.1 database reorganization update, tools and utilities review, and other topics to be determined. This will be a highly technical session designed for Systems and Operations personnel.

Fraud Management - How’s that working for you?User Panel

Moderator: Johnny Greene, First Piedmont (SC03)

An Open-Panel discussion. Come participate in this session and take home some creative ideas on how to “Catch a Thief” before, during and after the goods have been taken.

MONDAy, MAy 4

MISER Administrator Tips & Tricks Teena Jack, MISER

Moderator: Alison Herndon, Lutheran Church Extension Fund (MO25)

This session will be a review of tips and tricks for MISER Administrator.

Mobile Delivery - Creative SolutionsUser Panel

Moderator: Shelly Clark, GECU (TX51)

What’s your vision & strategy for mobile banking? Mobile is moving at the speed of the consumer which is both exciting and daunting. This is your chance to both share and glean creative insights on how Mobile is being leveraged to drive revenue and efficiency while improving the customer experience!

4:20 – 5:20 pmNetworking Break in Showcase

5:20 pmEvening on Your Own

What’s your vision & strategy for mobile banking?

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11:55 am - 12:45 pm CONCURRENT SESSIONS

TueSDAy, MAy 58:00 am - 4:00 pmRegistration Open

7:30 – 8:15 amBreakfast in the Exhibit Hall/Showcase

8:30 - 9:45 amCreating Connections!

9:50 - 10:25 amNetworking Break in Showcase

10:30 – 11:45 am2015 Release UpdateProduct Management Team

You know it’s just around the corner, but what does it include? The MISER Product Management Team will be reviewing what we have been up to over the last several months preparing for 2015.1 and 2015.2 releases. This overview will include what we know is coming your way as well as what we hear from the regulators and the IRS for year-end 2015 (no, it isn’t too early to be thinking about year-end even though it is only May).

Regulatory LoansSam 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 GemsModerator: Jay Constantino, Stafford Savings Bank (CT21)

MCP software release has a large set of products and an every growing list of capabilities. This presentation will show you some of the products and features you may or may not be using in your MISER environment. After leaving this presentation hopefully you will learn at least one, if not more, cool things you can do to make your life easier. Additionally, since Unisys has completed its migration of all new systems to the MCP Next Generation architecture, we will discuss new capabilities and features, and what is means to the MISER environment.

MISER Desktop Demo - Q&A with Real world feedbackBryan Knight

Moderator: Alison Herndon, Lutheran Church Extension Fund (MO25)

In case you missed it the first time – MISER is back again to demonstrate its newest solution in branch automation - MISER DeskTop. Get a closer look at the modern menu controls and complete client 360-degree view that could be leveraged at your institution while also hearing some real-world feedback.

EMV Migration - Are you ready? VISA/MC

Moderator: Shelly Clark, GECU (TX51)

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12:50 - 1:50 pmLunch & Roundtables

MOSUG Subgroup Meeting/Luncheon

1:55 - 2:55 pm CONCURRENT SESSIONSCohesion - Efficiency Now!User Panel

Moderator: Brad Grant, Wings Financial (MN02)

Complexity Simplified! Cohesion and .net facilitate the powerful concept of enabling consumers of technology to focus on the what and not the how in business processing. Come and hear real-life examples of how Cohesion is being leveraged to streamline processing. Could this be the beginning of the future for what MISER Desktop is capable of upon completion of the FIS MISER Desktop Roadmap?

Regulatory DepositsSam Teague

Moderator: Alison Herndon, Lutheran Church Extension Fund (MO25)

Sam Teague is back and better than ever to help keep you informed about the deposits regulatory changes that are coming up in the next year.

Branch Concepts - What’s Working & Why User Panel

Moderator: Shelly Clark, GECU (TX51)

Statistics show that the branch is not dead and remains an important service venue for Gen Y. Consequently, the question to be answered is, “how relevant is your branching strategy?” or do you even have one. Share your successes, failures, lesson’s learned and Ah Ha’s with others in answering this elusive, but yet very important question.

Enterprise Governance Risk Compliance ManagementAllan Cuttle, FIS

Moderator: Johnny Greene, First Piedmont (SC03)

Regulatory authorities now place greater emphasis on a financial institution’s ability to identify and manage risk across the enterprise. Regulators are now conducting assessments to ensure adequate control and management of credit, interest rate, liquidity, compliance, reputational and strategic risk. They continue to raise the bar on banks of all sizes, with GFI’s in particular having a considerably greater challenge given their geographic dispersion, broad and complicated lines of business, and inefficient and disparate operating environments.

The EGRC Solutions Group - Enterprise Risk Management practice has released an innovative tool, Early Risk Manager (ERM). ERM provides a complete risk management and compliance monitoring solution that is unparalleled in the industry, offering risk management, compliance, risk metrics, issues management, third party risk management, loss data management and scenario analysis modules. Our solution integrates a best practices approach that is focused on building and tailoring the Risk and Compliance program within an organization.

With ERM, an organization would be able to gain greater integration among their risk compliance and control groups, as well as proactively identify and mitigate risks before they could negatively affect and FI’s earnings, capital, reputation, and the strategic direction. Come and see how we can strategically assist with the future growth of your institution.

TueSDAy, MAy 5How relevant

is your branching strategy?Do you even have one?

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3:00 - 4:00 pm CONCURRENT SESSIONSBI - A Fresh PerspectiveUser Panel

Moderator: Brad Grant, Wings Financial (MN02)

Data driven organizations have the potential of outperforming their competition in both efficiency and strategic execution. Come to this session and glean some insights from the experts on opportunities to leverage BI for the future and become a more data driven organization. You might just leave with some new and fresh ideas coupled with the start of a vision for how you can better use data at your FI in execution of your strategy. This will be the kick off of a new BI User Group!

Commercial Lending: How Do You Do That?Open Forum

Moderator: Johnny Greene, First Piedmont (SC03))

We will take you back in time to previous MISER releases to review new lending products and services introduced that can help the overall productivity and profitability of your institution.

4:00 - 5:15 pmNetworking Break in Showcase

5:30 - 6:15Fun Run/Walk!

7:00 - 10:30 pmMUG Annual Party

Unisys (Sponsor) SessionStrengthen Security AND Shrink CostsFinancial services executives must strike the perfect balance between cost and risk – it’s easier than you think.Moderator: Beth Tomlinson, Bedford Federal Savings Bank (IN18)

The highly sensitive, mission-critical information that financial services institutions are entrusted to protect is under relentless attack by sophisticated cyber criminals who have figured out how to penetrate the fortress of traditional security. Financial services executives know that an innovative approach to security must be embraced in order to sidestep the onslaught of external and internal security risks – one that not only helps strengthen security, but also reduces costs in today’s budget-restricted, compliance-laden environment. Unisys Stealth™ is a software security innovation that eliminates the trade off between cost and risk and improves agility by strengthening data protection, simplifying management, and reducing reliance on physical technology infrastructure.

Business Process Improvements (Workflows, custom applications, etc.)User Panel

Moderator: Shelly Clark, GECU (TX51)

TueSDAy, MAy 5

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Enterprise Output Manager - You need to see this!Steve Diederichs / User Panel

Moderator: Alison Herndon, Lutheran Church Extension Fund (MO25)

Yes it’s back and for good reason! Enterprise Output Manager (EOM) remains a hidden gem of opportunity and efficiency waiting to be leveraged by any and all who license it. Don’t let another MUG go by and miss out on this tried and true efficiency engine for data output!

PCI/NPI Data SecurityBob Clark, MISER

Moderator: Shelly Clark, GECU (TX51)

WeDNeSDAy, MAy 6

10:15 – 11:15 am CONCURRENT SESSIONSGenNowModerator: Brad Grant, Wings Financial (MN02)

Today’s millennial consumer is looking for alternative financial solutions to meet their life style. GenNOW meets the needs of this consumer segment. GenNOW an Omni-channel banking experience provides the consumers a solution to transact and bank when they want and how they want, via the web, on their mobile device or the traditional brick and mortar bank branch. Join FIS experts to explore how GenNOW can assist your institution to capture this new market segment using GenNOW, a turnkey, easy to implement alternative financial solution and additionally offer a robust alternative transactional account to your current account holders.

Fireside Chat with Customer CareMatt Rothlein, Cathy Dennis & John Culver

Moderator: Jay Constantino, Stafford Savings Bank (CT21)

Come join us for a fun and interactive session where you will have the opportunity to learn helpful tips and get answers to your burning questions about MISER Client Care. Stick around for a friendly meet-and-greet and put faces to the names that you know so well!

11:30 am Closing SummaryMUG Chair & Jerry Nissen, FIS

1:00 - 4:00 pm MISER Desktop Migration Planning & PreparationPete Ossi, Evie Serrano, Tom Kuhn, & Kimberlee Milan

Find out what your institution can do to be better prepared to transition from MISER BA to DeskTop. Members from MISER’s development, product management, implementations, and education teams will provide you with the knowledge to ensure that you are ready to take advantage of MISER’s newest branch automation solution.

8:00 am - 12:00 pmRegistration Open

8:00 – 8:45 amFull Breakfast

9:00 – 10:00 amMUG Annual Business Meeting

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Enterprise Output ManagerSteve Diederichs

Make plans to linger in sunny Florida for a day with an EOM expert who helped develop EOM! Be ready to roll your sleeves up, get your hands dirty and learn how you too can leverage this tool for managing all kinds of data output. A few hours of your time learning what EOM can do, could literally result in a 10x to 100x return on investment. Yes, the tool is that powerful and in all likelihood your organization is leaving money on the table by not managing data output as efficiently as you could be via EOM.

MISER BI – IntermediateTerri Krupinski

Intermediate BI: Having trouble getting Loan and Line of Credit Accounts on the same BI report? How about Checking and Line of Credit? This class will explore combining fields from two Datasets in the same model on one BI report built with Report Builder 3.0. No more exporting to Excel and trying to match thing up. We will also look at combining data from two different models/dataset using the Subreport function.

Separate fee and registration through FIS. These provide more in-depth and hands-on training on various MISER features. A link to the FIS registration site will be posted on www.yourmug.org/annual-meeting.

pOST Mug C lASSeS

ThurSDAy, MAy 78:30 am – 12:30 pmLoan Processing (Per Diem & Billing Records)Scott Hadley

Extend your MUG 2015 experience for a Thursday morning session and join us for a Loan Servicing workshop as we explore the topics of Billing Records, Per Diem Accounting, and Deferred Fees/expenses in detail. The session begins with a comprehensive look at how billing records are created and their use for all types of loans. The migration process to Per Diem accounting will be shared together with the benefits and experiences of recent implementations. Finally, the mysteries of deferred fees/expenses will be examined with the goal of resolving the exceptions that seem to never disappear.

Cohesion TrainingAnand Likhite

The class will provide an in-depth overview of host and server requirements for running Cohesion server as well as the concepts and install of the Cohesion web service. Performance monitoring and logging from an administrative standpoint will be covered. Participants will learn about the MISER SDK and will be introduced to the tools provided. Last but not the least, a primer to interfacing with MISER using Cohesion will be covered. Code samples using Microsoft .NET will be made available.

Extend your MUG 2015 experience for a Thursday

morning session.

S H A R E T H E V I S I O NMUG 2015 CREATING CONNECTIONS

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You will receive an emailed invitation to register. Registration is also available on the member only portion of the website at www.yourmug.org. Credit Card information cannot be accepted on this form; please use the online form only to pay by credit card in order to protect your security.

REGISTRATION INfORmATION - PlEASE TyPE OR PRINT ClEARly

MUG 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 registration

Company _____________________________________________________________________________________________________

Street Address _________________________________________________________________________________________________

City/State/Zip Code _____________________________________________________________________________________________

Telephone _______________________________________ E-Mail Address_________________________________________________

REGISTRATION fEES: Please 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)

Spouse/Guest Full Name: ________________________________

____________________________________________________

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 .................................................... $25.00

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) ________________________$5.00

TOTAL ENCLOSED $ ____________________________________Federal Tax I.D. # 31-1231090

Make Checks Payable and Mail To: P.O. Box 770178Winter Garden, FL 34777-0178

Phone: 407-347-5730 • FAX: 407-614-8357

PRImARy JOb RESPONSIbIlITy❏ Auditor ❏ Retail Banking❏ Compliance❏ Deposit Operations❏ Finance and Accounting❏ Information Technology❏ Lending Operations❏ Electronic Services❏ Other ___________________________________________

❏ In House Client ❏ Service Bureau Client❏ This is my first MUG Annual Meeting❏ I have special needs (dietary, disabled, etc); please list:

___________________________________________________

I am a member of the following MUG Sub-Group (s):❏ CHUG❏ EMUG❏ INDYMUG❏ MOSUG❏ NEARMUG❏ CREDIT UNION

I 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 Solutions

4:10 - 5:00 PM❏ Mobile Strategy❏ Connections

Pre-Registration Form

MUG 2015 ANNUAL MEETINGMay 3-6, 2015 • Hyatt Grand Cypress, Orlando

Online regstration is preferred. Please visit yourmug.org and register online if possible.

Join Us for an Evening Fun/Run WalkTuesday, May 55:30 – 6:15 pm

You’re invited to participate in the 2015 MUG Evening Fun Run/Walk to benefit the Juvenile Diabetes Research Foundation. This event is free of charge. You can take this time to participate for a good cause while getting a little exercise on the beautiful scenic property of The Hyatt Grand Cypress. The trail is located around the perimeter of the hotel and is about 1.3 miles.

Donations are encouraged, but not required. The MISER Users Group will match up to $300 donated to-wards this wonderful foundation.

This event will take place right be-fore the Tuesday night MUG Annu-al Party, but don’t worry because you will have plenty of time to get ready for the banquet.

Donations will be collected at the registration desk. Please continue to check the MUG website, as we will be updating it with more infor-mation regarding this wonderful event.

Tuesday, May 55:30–6:15 pM

To BenefiT

MISERUSERS GROUP