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SNL Banker User Conference

The future imagined: What will your story be?

Join fellow SNL Banker users for this two-day, information-packed forum. Come share ideas, success stories, and 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.

Watch our video to learn more about what past attendees have said:

2017 SNL Banker User Conference Highlights

SNL Banker User Conference Agenda

THURSDAY, May 10th
Agenda is tentative. Please check back for updates.
08:00 am
Continental Breakfast
08:45 am
Opening Remarks
09:30 am
10:00 am
Striving for BI Operational Excellence
Setting up Business Intelligence as a program across any organization requires establishing firm expectations up front to all stakeholders and providing systems of support and accountability to ensure success. This session will focus on how SNL Banker clients are currently using BI to define and measure operational excellence and showcase real-life systems of accountability and support.
10:30 am
10:45 am
The Data-Driven Marketing Department
Marketing departments across small financial institutions have been ranked as one of the least “future-ready” departments in a variety of industry-wide studies. This is problematic due to the significant need to capture new business from millennials and innovate existing marketing tactics. Hear from Lisa Grimmer, Customer Success Manager and former marketing VP on how to guide traditional marketing departments towards data-driven success.
11:15 am
SNL Banker Application Training Review
Digital workers in today’s knowledge economy are forced to work with a variety of applications. Due to this challenge, many organizations are focusing on developing support systems to help facilitate the learning and performance process, versus relying solely on instructor led-training. This session will focus on all SNL Banker application-related procedures and documentation so you can make the training process easier and more efficient for your end users.
12:00 pm
01:00 pm

Business Track: Tactics in Change Agent Collaboration

Simply training users on software procedures is not enough. The focus should start and always remain on getting your people doing the right things, in the right places, at the right time. This requires a coordinated set of maneuvers within your organization to create change. Learn how successful SNL Banker clients have leveraged the Advisor team as change agents (not order-takers) to achieve success.

IT Track: Facilitating the Requirements Conversation

Have you ever spend thousands of dollars on a dashboard project only to realize, usually 6 months later, that the metrics are no longer relevant? This is a scenario BI development teams often face due to inefficient communications with business stakeholders. Learn the essential questions you need to ask to translate business needs into data requirements and set realistic expectations with business leaders.
01:30 pm
IT Track: Best Practices in CRM Integration

Learn how a client took ownership of their own development and integrated their CRM and pipeline data into the SNL Banker application. From actual development to capturing the data story of time saved per officer, you'll get the real talk from a client and advocate.
Business Track: Data Visualizations in SNL Banker – A Showcase

There are many different examples of charts to use in any application - which one is best? This session will cover best practices for converting SNL Banker reports into meaningful visuals that increase business insights and save time.
02:00 pm
IT Track: Avoiding Job Failures & Making Reports Faster

Job failures keeps BI developers up at night. Learn why job failures happen and follow our tips and tricks so you can avoid early morning emails with a subject line similar to: “Where is my data”? In addition, we’ll cover a set of procedures geared towards making your reports faster.
Business Track: Building Your Data Story – A Tale of 3 Dashboards

Creating visualizations that tell a data story is a skill that all BI professionals must have. However, it's not all about fancy graphics: professionals must think like designers because form always allows function. This session will cover best practices and processed for building and augmenting dashboards with SNL Banker charts to produce a data story.
02:30 pm
Business Track: Encouraging Adoption with Required Drivers

Releasing SNL Banker across an organization through training alone does not guarantee success. Encouraging long-term behavior change through any software requires systematic processes that reinforce, monitor, encourage, and reward performance of critical behaviors. In this session, we'll review how successful SNL Banker clients are using effective communication tactics to increase platform adoption.
IT Track: Adopting an Agile BI Development Process

Implementing business intelligence successfully requires organization and attention to detail. Most often, success or failure can be determined by how well the various individual dashboard and data projects are being managed. Hear from an experienced SNL Banker project manager on how to avoid pitfalls by staying agile.
03:00 pm
03:30 pm
Keynote Address

Lee Wetherington, AAP, Director of Strategic Insight for Jack Henry & Associates, Inc.
04:30 pm
Day One Concludes
06:00 pm
Colorado Rockies Game

Join us for an entertaining evening on the Mezzanine level at Coors Field for the Colorado Rockies baseball game vs. the Milwaukee Brewers. Dinner and beverages are included.

FRIDAY, May 11th
08:00 am
Continental Breakfast
08:30 am
Future State: The Customer Experience Dashboard
With the financial industry focusing on easy-to-use apps and seamless customer experiences, innovative methods must be used to capture and measure the experience. This innovation is twofold: First, getting your customer data squared away and second, building a dashboard that captures and measures the customer's true experience. Hear from Ryan Brady, lead BI developer, on best practices in integrating CRM data into a data warehouse and Lisa Grimmer on the best in practice customer experience (CX) dashboard.
09:00 am
Take Charge of Your BI Development – You Can Do It.
The demand for timely and accurate dashboards has increased. To keep up with the demand, many SNL Banker clients are developing internal competencies around data warehouse engineering to make the development process quicker. Learn how successful SNL Banker clients have taken responsibility of their own data warehouse and the competitive advantage it creates.
09:30 am
How to Grow and Nurture Data Scientists within Your Organization
As the world adapts to a data driven culture, many small to mid-size organizations struggle to acquire the talent needed to stay competitive. New roles, such as the data scientist, will need to be grown internally. This session will cover a roadmap on how to grow the data science competency within your organization.
09:45 am
General Session
10:00 am
How I Learned to Stop Replicating Reports and Love BI
Review a real-life SNL banker customer experience and story about one individual who moved beyond report replication into a more decentralized, data-driven environment. Real-life stories of change management often revolve around how individuals are able to adapt to the new technologies. This session will focus on how BI can transform the role of the “Report Gatekeeper” to a “Solution Provider”.
10:30 am
10:45 am
Performance Scorecard Review
Performance scorecards are frequently used across most SNL Banker clients and can be extremely powerful when implemented properly. This session will cover a client review of performance scorecards and other reports that are currently driving performance across multiple SNL Banker clients.
11:15 am
Product Team Presentations

Ticket Info

Early Bird Price from
March 3rd till March 30th: $399
Regular Price: $499

Event location

Grand Hyatt Denver,
1750 Welton Street,
Denver, CO 80202

Your registration includes all conference materials, continental breakfast and lunch both days, and an evening reception at the end of Day One.


We have negotiated a rate at the Grand Hyatt of $219 per night, excluding taxes and fees. This rate is available through April 18, 2018. Upon registering for the conference, you will receive a link to book your room online.

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 the Market Intelligence Platform. SNL Banker is 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.