Users of the Sageworks solutions or reports, including staff who work within the solutions for data entry or analysis as well as bankers who present documentation to examiners, board members or executives.


There will be two, concurrent tracks, Credit Analysis and ALLL. At registration, please indicate the track you'll attend.


Orlando, FL - January 26, 2017 

Nashville, TN - February 23, 2017 -  Will be held at the Nashville Marriott at Vanderbilt University - No room block is available; however, you can reserve an independent room by calling 615-321-1300.

  • Boston, MA - April 26, 2017
  • Raleigh, NC - May 31, 2017
  • Chicago, IL - June 21, 2017
  • New York, NY - August 23, 2017
  • Dallas, TX - October 25, 2017
  • San Francisco, CA - November 16, 2017


Sessions will run from 9:00am - 4:00pm, with open Q&A until 5:00pm.


  • Peer Round Tables
  • Customer Panel
  • Management Reporting – Basics
  • Management Reporting – Disclosures
  • Edit Overall Loss Rates
  • Saving and Advancing, Building Scenarios
  • Different Loss Rate Calculations
  • Complex FAS 114s
  • CECL Product Roadmap

Credit Analysis

  • Peer Round Tables
  • Customer Panel
  • Credit Analysis Settings
  • Credit Memo
  • Electronic Tax Return Reader
  • Top 10 Mistakes in Credit Analysis
  • Best Practices for Sageworks Credit Analysis
  • Personal Cash Flow Analysis
  • Global Analysis

At the conclusion of each track, there will be session to review recent and upcoming enhancements to Sageworks solutions.


The fee will cover cost of the materials as well as breakfast and lunch.
  • First attendee: $300
  • Additional attendees from the same institution: $200 per person


Reserve your spot using the form below. If there are additional attendees from your institution, you will need to submit the form per attendee. Upon completing this form, you'll receive an invoice via email.