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.


Dallas, TX - October 25 - Will be held at the DFW Airport Marriott North. If you need accommodations, please reach out to the hotel directly at 972-929-8800.

San Francisco, CA - November 16 -  Will be held at the Parc 55 San Francisco. If you need accommodations, please reach out to the hotel directly at 415-392-8000 and inform the hotel you are with Sageworks.


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 a session to review recent and upcoming enhancements to Sageworks solutions.


The fee will cover the 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.