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SNL Banker User Conference

Driving action with a comprehensive data strategy

Join fellow SNL Banker users for this two-day, information-packed forum. Come share ideas, success stories and learn real-world strategies for deploying and utilizing the SNL Banker solution to maximize performance at your institution.

What is SNL Banker?

Designed specifically for community banks, SNL Banker is a streamlined solution for internal bank reporting, providing a single source for analyzing the data critical to our clients. SNL Banker helps banks understand drivers, trends and risks across the enterprise, with a focus on Finance, Credit & Risk, Sales & Marketing, and Operations, on a real-time basis to make data-driven decisions.

Drive Your Business with SNL Banker 

Join fellow bankers in learning how to evolve your organization into one that is data driven, customer focused and that avoids regulatory inspired mediocrity. Through peer presentations, SME workshops and real-world insights, you will gain knowledge on how to challenge established operating principles through process and technology change. This track is ideal for executive or business sponsors looking to kickstart their implementation and adoption of the SNL Banker solution as well as those more seasoned SNL Banker implementations looking to take the next steps on the data journey.

What past attendees have said about the business track:

  • The SNL Banker Conference to me is a no-brainer, when you come to the conference you are able to talk to different people, see different presentations and how other banks are using the product. You come back with a fresh attitude and are able to use what other people are doing to enhance what you have been doing at your bank.
    • - Kelli Lottman, Accounting Manager

Behind the User Interface

Join fellow IT professionals in our inaugural technology track. You will participate in a series of hands-on workshops lead by members of the SNL Banker implementation team. The workshops will focus on a variety of technology topics including MDX creation, custom sql reports, and view creation/management.

Please click the following video to see what past attendees have said:

SNL Banker User Conference Agenda

THURSDAY, May 11th
This is 2017 agenda. Please check back for updated agenda.
08:00 AM
08:45 AM
Opening Remarks

Vince Hockett, Senior Director, Software Solutions
09:00 AM
General Session: Data Strategy and Governance Best Practices

Ryan Curran, Instructional Designer, SNL Banker

Bob Myers, Product Manager, SNL Banker

This session will speak directly to the conference theme of "Driving action with a comprehensive data strategy" and touch on some of the key conceptual considerations for implementing a comprehensive data strategy at your organization. This session is intended for both Business and IT attendees.

Key Themes:

  • • Balancing Control with Information Availability
  • • Creating a Data Driven Organization
  • • Planning with a Long Term Vision
09:45 AM
General Session: From Theory to Practice – Practical Examples of Data Strategy and Governance

Hear from a business lead at a current SNL Banker client on how data strategy and governance inform the management of multi-year data programs.

The technical implications of business decisions are often discounted when organizations drive data strategy solely from the business side. Hear from an IT lead who has overseen multiple BI initiatives and learn how to successfully create a partnership between business and IT stakeholders.

10:30 AM
Refreshment Break
10:45 AM
General Session: Best Practices in Dashboard Design

Keith Taylor, Customer Success Manager, SNL Banker

SNL Banker dashboards provide a unique and powerful solution for delivering information across your organization, but they often fall short of their full potential. Often, attention is not given to the visual design of dashboards, even though serious time and resources are spent developing the actual underlying SNL Banker reports. This presentation will cover common dashboard design errors, design principles and best practices that are aligned with the way your users see and process information.

Toolkit/Takeaway: Dashboard examples and best practices

11:15 AM
General Session: Measuring the Success of Dashboard Rollouts

Charles Froehlich, Customer Success Manager, SNL Banker

Evaluating the success of SNL Banker rollouts is arguable the most important step of the implementation process. This session will help you build a foundation for your evaluation strategy. Learn what questions to ask to measure end user reaction, learning, application, and business impact.

Toolkit/Takeaway: Dashboard examples and best practices

12:00 PM
01:00 PM


IT Track: Deep Dive into MDX

Kara Henderson, Lead Data Warehouse Developer, SNL Banker

Want to improve your MDX skills? Whether you are a new SNL Banker report writer or a seasoned veteran, an understanding of MDX will help you build better reports & dashboards. MDX is a specialized syntax for querying and manipulating OLAP cubes, which is an essential skillset for the BI developer. At the completion of this lesson, you will be provided a guide for creating MDX calculations.


Business Track: Changing Workflows and Culture in Revenue Generating Departments

Finding ways to incorporate SNL Banker dashboards and reports into revenue generating departments at your bank is valuable. It supports organizational performance and provides a great story about the positive impact of BI and a data driven culture that you can share with your stakeholders.

01:45 PM
Business Track: Regulatory Compliance/Audits and How to Communicate your Data Strategy to Regulators

Community banking is an industry that faces excessive regulation, compliance and oversight. Success requires minimizing the impact of regulation, automating some aspects of compliance and building strong relationships with regulators through proactive communication of data strategies, controls and governance.

IT Track: Advanced DW Tactics: Part 1 – Views vs. Custom

Jackie Gravitt, Data Warehouse Developer, SNL Banker

From Custom SQL reports to creating views within the data warehouse, there are many options to creating advanced reports within the SNL Banker application. This session will cover advanced options and best practices for advanced reporting. At the completion of this lesson, you will be provided templates to use to improve reports within SNL Banker.

02:30 PM
IT Track: Advanced DW Tactics: Part 2 – Connection Methods

Ryan Brady, Lead Data Warehouse Developer, SNL Banker

Dealing with business leaders outside of the IT department can be tricky in the realm of BI. Often, users want to have every single field available to them within the data warehouse, but that can have an impact on performance of both the daily job and the reporting. This session will cover when it’s appropriate to connect your SNL Banker front end to other SQL Server databases or applications vs. importing fields into the SNL Banker data warehouse. In addition, you will be provided materials on how to connect MS SQL Server databases, MS Analysis Services cubes, and external applications within the SNL Banker application.

Business Track: Expense Considerations – Cost Savings, Efficiencies and Elimination of Redundant Efforts

John-Erik Johansson, Business Intelligence Program Manager, USAmeriBank

Elimination of redundant activity can yield real benefits to any organization. Moving reporting activities to a software solution like SNL Banker can yield measurable decreases in effort to gather and deliver info, mitigate losses stemming from reactive handling of negative events and even save on costs such as paper and ink spend for a bank.

03:15 PM
Refreshment Break
03:30 PM
Keynote Session: Cornerstone’s Guide to Driving a Strategic Data Culture

Sam Kilmer, Cornerstone Advisors

Cornerstone Advisors is a premier community financial institution advisory firm helping community banks and credit unions thrive in a changing environment. Sam’s extensive background with strategic planning and analytics initiatives informs the Cornerstone Guide to driving a strategic data culture from the boardroom to the branch. Best Practices combined with engaging accounts of real world data strategy success and challenges will provide you with take-home insights that can impact your bank through your data program.

04:30 PM
Craft Beer and Community Banking Happy Hour

Celebrate the uniqueness of two communities, Charlottesville and Baltimore, with local brews from each. Network with fellow attendees and your SNL Banker team.

06:30 PM
Dinner: Unlimited Crab Feast at Phillips Crab Deck – Inner Harbor

Continue networking during a traditional Maryland Crab Boil Experience on the beautiful Baltimore Inner Harbor

FRIDAY, May 12th
08:00 AM
08:30 AM
Business Track: How to take ownership and refresh a BI initiative.

David Romero, Database Administrator, Alpine Bank of Colorado

Some SNL Banker project leads have encountered the challenge of taking over responsibility of a BI program or project “in progress”, even though they were not involved in the initial implementation or kick-off. Taking over an existing program or project “in progress” can have its own set of unique challenges and opportunities vs. starting an implementation from scratch. This sessions will cover the obstacles Alpine bank encountered when their own BI program was “refreshed” and how the challenges were overcome. The speaker will translate his lessons learned into best practices and share these tips and tricks with the conference attendees.

IT Track: Predictive Analytics

Yulia Boozer, Senior Data Warehouse Engineer

Larger financial institutions are using predictive analytics today to meet customer needs. Knowing what tools the big banks have at their disposal will help your IT & Business units stay competitive. Augmenting your data strategy with a look into the future can prepare your organization for the future state. This session will cover the essentials of predictive analytics and why it should be incorporated into your long-term data strategy.

09:15 AM
Refreshment Break
10:15 AM
SNL Banker Reporting Triathlon

Our 3rd annual reporting competition sourcing exceptional report submission from the SNL Banker community with winners chosen by your peers.

11:00 AM
Data Strategy Panel: A Look into the Future

Vince Hockett, Senior Director, Software Solutions (Moderator)
11:45 AM
Closing Comments

Vince Hockett, Senior Director, Software Solutions
12:00 PM
Conference Concludes

A boxed lunch will be provided at the conclusion of the event.


Event location

Check back for updates on the date and location of the 2018 SNL Banker User Conference.

Your registration fee includes lunch and dinner on Day One, plus continental breakfast and refreshment breaks both days.

Downloads & FAQs

Who Attends?

This session is for current and potential SNL Banker users to share ideas, success stories and best practices for deploying and utilizing the SNL Banker solution. Attendees include:

  • CEOs, CFOs, COOs, CMOs, CLOs and other executives at community banks and credit unions
  • Branch managers and presidents
  • Line of business leaders
  • Operations and IT staff
  • Other decision-makers at all levels of a bank

What is SNL Banker?

SNL Banker is a separate product offering that augments the capabilities of SNL Unlimited – a comprehensive reporting and analysis solution, installed on premise at your bank, that integrates with all of your internal systems, turning vast amounts of unconnected data into actionable information.

The intuitive and customizable dashboards, updated daily, put critical information in the hands of decision-makers at all levels of the bank, allowing you to understand underlying causes by quickly drilling into the details. You'll also reduce the time needed to find answers by understanding variances in numbers down to individual accounts and customers.

SNL Banker is a solution for your entire bank enterprise. By taking advantage of dashboard customization and granular data security, SNL Banker can be utilized by executives, line of business and branch leaders.

What is the dress code?

Business casual

Do I need a laptop?


Are meals included?

Your registration fee includes lunch and dinner on Day One, plus continental breakfast and refreshment breaks both days.

What are the terms of registration?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation.

In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending the Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.