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PHILADELPHIA, PA

AUGUST 13 – 14, 2019

Join us in Philadelphia, PA! This exciting event will help you more effectively leverage our products and services, collaborate with your peers, and learn best practices from the best and brightest in the financial industry! Get ready for over 3 hours of client panel discussions to answer questions on how to solve your toughest industry issues – whether they be system or process related!

We look forward to seeing you August 13-14 in Philadelphia!
 
 

WHAT TO EXPECT AT NGAGE

PhiladelphiaSkylineProducts & Training – Learn how to most effectively utilize our products

Networking – Engage with your peers who use our products and successfully manage vendors, risk, and general compliance with an additional concentrated focus on lending compliance

Client Panel Discussions – Discuss industry changes, real world challenges, and practical solutions

Exploring – Experience Philadelphia, rich with American history, from the center of downtown

DAILY SCHEDULE

DAY 1 – AUGUST 13

07:45 – 08:30 AM 

PA Convention Center, Conference Room 113B, 1st floor

Registration Check-In & Breakfast provided by Ncontracts          

08:30 – 08:45 AM 

PA Convention Center, Conference Room 113A, 1st floor

Welcome & Opening Remarks – Melissa Outlaw, EVP of Client Services

08:45 – 09:30 AM 

What is a CMS, and Why You Should Have One? – Stephanie Lyon

09:30 – 10:30 AM 

2019 Regulatory Compliance Updates and Group Discussion

10:30 – 10:45 AM 

Break

10:45 – 11:15 AM 

KPIs, KRIs and Strategic Objectives, Oh My! – Michael Carpenter

11:15 – 12:30 PM 

Leveraging Nrisk and Client Panel Discussion with Your Peers on How to Proactively Manage Risk

12:30 – 01:45 PM 

PA Convention Center, Conference Room 113B

Lunch provided by Ncontracts

01:45 – 02:15 PM 

Fair Lending, Redlining, CRA and HMDA Update: The Changing Lending Compliance Landscape – and How Ntrupoint Can Help You Navigate It! 

02:15 – 03:30 PM 

Q&A

03:30 – 03:45 PM

Break

03:45 – 04:15 PM 

Vendor Risk & Vendor Cyber Monitoring: Managing Vendor Risk – Michael Berman, CEO

04:15 – 05:00 PM

Nvendor, Vendor Cyber Monitoring and Client Panel Discussion with Your Peers on Vendor Management Best Practices 

05:00 – 05:45 PM

Break for the day

05:20 PM 

Meet in the Aloft Hotel lobby

05:30 PM

Group boards motor coach at Aloft Hotel

06:00 - 7:00 PM

Tour of Betsy Ross House

07:00 - 08:30 PM

Group boards motor coach, travels to Bistro Romano and enjoys dinner

08:30 PM

Group boards motor coach to return to Aloft Hotel

 


DAY 2 – AUGUST 14

07:00 – 07:45 AM 

PA Convention Center, Conference Room 113B

Check-In & Breakfast provided by Ncontracts

08:00 – 09:40 AM

Training Station A (113A): Nvendor & Vendor Cyber Monitoring – Erin Rahaim

08:00 – 09:40 AM

Training Station B (113B): Nrisk & Nfindings – Michael Carpenter

09:40 – 10:10 AM Break
10:10 – 12:00 PM

Training Station A (113A): Nvendor & Vendor Cyber Monitoring – Erin Rahaim

10:10 – 12:00 PM

Training Station B (113B): Ncontinuity – Tara Roussey

12:00 PM Closing

 

MEET THE SPEAKERS AND TRAINERS

mbermanMICHAEL BERMAN

Ncontracts – Founder & CEO
Michael Berman is the founder and CEO of Ncontracts. His extensive background in legal and regulatory matters has afforded him unique insights into solving operational risk management challenges and is driven by the Ncontracts mission to efficiently and effectively manage operational risk. During his legal career, Mr. Berman was involved in numerous regulatory and compliance issues, contract management challenges, and assisted in the development of information systems to better manage these efforts. Prior to founding Ncontracts, he was General Counsel for Goldleaf Financial Solutions, Tecniflex, Inc. and Imagic Corporation. Mr. Berman is a well-regarded speaker at financial institution conferences on risk management.

 

mcarpenterMICHAEL CARPENTER, CAMS, NCRM, NCCO

Ncontracts – Risk Solutions Architect
Michael Carpenter is a Solutions Architect at Ncontracts after having built solid expertise in all facets of risk management throughout his 20-year career. Some of the roles he has held during his career include Chief Risk Officer, BSA Officer, Compliance Officer, and Information Security Officer. He has built and run programs such as ERM, Board of Director training/reporting, BSA/AML, ID Theft and Red Flags, Information Security,  and Compliance Management Systems – making him an indispensable resource in helping FIs understand the need, as well as providing support for the application of best practices, for all aspects under the risk management umbrella. He has worked in both small community and large institutions. 

 

ERIN RAHAIM 

Ncontracts – 

Bio

 

smithJUSTIN SMITH

TRUPOINT Partners – VP, Relationship Management

Justin has worked with more than 1,000 banks, CUs, mortgage companies and auto finance organizations to implement and maintain compliance solutions for: OFAC, CIP, compliance training, Reg CC, AML, CRA, redlining and fair lending. Today, he specializes in fair lending, redlining and CRA regulatory consulting including: risk assessments, comparative analysis, regression modeling and geospatial/dot density analysis. Taking into account a client’s unique organizational structures and identifying compliance risk, he helps to implement data analysis and risk assessments, explain the results and provide risk mitigation strategies.

 

slyonSTEPHANIE LYON

Ncontracts – Director of Compliance
Stephanie Lyon directs Ncontracts’ compliance program, which includes product development and content. Prior to joining Ncontracts, she was a senior compliance counsel at NAFCU where she advised over 800 financial institutions on compliance-related topics. While at NAFCU, she served as a faculty member for the NAFCU Compliance School and the Bank Secrecy Compliance Seminar and is a well-regarded public speaker at industry functions. She is a frequent author on compliance and risk management topics. Ms. Lyon got her start in the industry by serving in key roles at financial institutions in risk management, compliance and BSA operations.

 

kmariotti

KARINA MARIOTTI

TRUPOINT Partners – Customer Success Manager
Karina Mariotti is a Customer Success Manager at TRUPOINT Partners. In her role, she helps compliance professionals realize the power and potential of TRUPOINT Analytics suite of Fair Lending, Redlining and CRA Analytics products. She has worked with over 500 banks, credit unions, and mortgage companies across the country to implement TRUPOINT Analytics software into their compliance programs.

 

 

troussey

TARA ROUSSEY

Ncontracts – Senior Product Specialist
Tara Roussey is a Senior Product Specialist at Ncontracts, with an Associate Business Continuity Professional (ABCP) certification from DRI International. She has been with the company for 4.5 years, beginning as a Solutions Architect. Today, Tara works closely with many banks and credit unions to help implement, develop, and enhance their Business Continuity Plans.

PLAN YOUR STAY

Philadelphia-Hotel

Ngage will take place at Aloft Philadelphia Downtown and the Philadelphia Convention Center. Attendees are responsible for booking their own sleeping reservations at Aloft, but we have secured a block of rooms for $189 per night + taxes. Ngage starts at 8 am, so we highly recommend that you come in the night before.

Book your room today: Aloft Philadelphia Downtown

Make your reservation as soon as possible to enjoy our discounted room block!
Room rate availability ends July 12.

 

REGISTRATION COST

$225 [On or before July 12]Philadelphia-Photo
$275 [July 13 – until event]

The registration cost covers all event participation and meals during the conference. Attendees will be responsible for flights, transportation to/from airport, incidentals, and hotel.

Registrations will be accepted on a first-come, first-served basis, after which registrations will be held on a waiting list. No refunds after July 12 – attendees will have the option of receiving a credit to be used towards a future Ngage event or sending a substitute attendee. Your company will be invoiced for the cost of registration.

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Have questions? Email us at clientsuccess@ncontracts.com