Quantivate Connect 2023 User Conference

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord for specific recommendations, or help with a specific task or special project. 

Price$250.00

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Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

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1/1 Time with our Vendor Management Team to discuss special projects, due dilligence, or receive specific instruction on your topic of choice. 

Price$250.00

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Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

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Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord for specific recommendations, or help with a specific task or special project. 

Price$250.00

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

Add to Calendar

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord for specific recommendations, or help with a specific task or special project. 

Price$250.00

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

Add to Calendar

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant, Bill Hord. Get specific recommendations or help with a specific task or project. 

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord for specific recommendations, or help with a specific task or special project. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule an hour with Enterprise Risk Expert and Quantivate Solutions Consultant Bill Hord for specific recommendations, or help with a specific task or special project. 

Add to Calendar

Schedule an hour with Business Continuity and Quantivate Solutions Consultant, Linda Carlson, to get specific recommendations or help with a specific task or project. 

Price$250.00

Add to Calendar

Specialized 1/1 Vendor Management Training with our Vendor management team. Ideal for special projects, due dilligence or training on specific functions. 

Price$250.00

Add to Calendar

Schedule 1/1 time with our solution consultants for anything you'd like to spend some additional time on within the product. Specific asks, skills you'd like to acquire - anything you need help with.  

Price$250.00

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Check-in for the conference, grab your badge (and a beverage) and mingle with conference desks at our Wednesday night welcome reception featuring heavy appetizers and excellent networking.

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Join us for breakfast and opening remarks with Andy Vanderhoff, Quantivate Founder and CEO. 

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Michael Rasmussen is an internationally recognized pundit on governance, risk management, and compliance (GRC) – with specific expertise on the topics of enterprise GRC, GRC technology, corporate compliance, and policy management. With 25+ years of experience, Michael helps organizations improve GRC processes, design and implement GRC architecture, and select technologies that are effective, efficient, and agile. He is a sought-after keynote speaker, author, and advisor and is noted as the “Father of GRC” — being the first to define and model the GRC market in February 2002 while at Forrester.

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Financial institutions experience change continuously across all levels of the organization. Operational change occurs in processes, technology, system adoption, compliance requirements, and strategic initiatives. This change is necessary for growth and profitability, and managing change well is critical to mitigating impact across the organization. Implementing an effective enterprise risk management (ERM) program can help provide the data needed to assess and maintain detailed information related to strategic initiatives, operations, and remediation plans required to mitigate impact. 

A well-defined change management process that aggregates information effectively streamlines the allocation of capital and resources. This session focuses on the various data types and how to use them to make better risk-based decisions, including:

·       An overview of change management
·       ERM strategies for top-down change
·       Operational strategies for bottom-up change
·       Enterprise data mapping and impact on change management

Led by Quantivate’s SVP of Risk & Services, Bill Hord, this session provides an extensive overview for institutions looking to improve and integrate an effective change management strategy that mitigates risk. 

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Every organization has data, and formulating that data into clear and presentable reports is key to meeting business requirements, validating assumptions, managing metrics, and measuring outcomes. Quantivate’s reporting capabilities are unique to the platform, and utilizing them to full effect provides visibility into all aspects of your governance, risk, and compliance program. This beginner-level session reviews the foundational tools that equip users to easily create tabled reports. Participants will gain:

• Familiarity with the Quantivate enterprise report and dashboard environment
• The ability to create basic, tabled reports
• The foundational skills needed to create sophisticated reports that align with operational KPIs

Quantivate’s Education Manager, Wayne Wayson, will be on hand to walk you through the basics and answer questions.

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Quantivate provides multiple integration points between business applications. Understanding how shared data collections work together to facilitate control testing and management equips users to effectively mitigate and manage risk. Participants will develop knowledge in the following areas:

• How to use the ERM risk assessment to help with your annual audit
• Understanding the top risks and controls across the enterprise
• Facilitating teamwork to remove silos and enhance efficiency
• Understanding which areas assess which data sets

Taught by Andrea Tolentino, Quantivate’s VP of Customer Solutions, this session is for customers who own multiple modules or are interested in learning how our data structure accesses additional modules to streamline risk management.

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As technology rapidly changes the delivery of financial services, the legal and regulatory issues and risks for vendor contracts also evolve, from cloud data storage to distributed ledger technology and new compliance concerns. 

Effective content reviews and negotiations are the centerpieces of a comprehensive vendor management program. Financial institutions must stay current on emerging risks and the protections needed in their contractual relationships with service providers. 

This session is led by Kelley Hodney of Farleigh Wada Witt, a full-service business law firm recognized for excellence in banking and finance. Participants will learn about:

• Emerging risks in contract reviews 
• Essential contract provisions for securing a fair and protective vendor contract
• Key terms to avoid in the process

This session provides valuable guidance for anyone involved in the vendor contract and negotiation process. 

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This intermediate session builds upon the outcomes of “Getting Started with Reports.” This session dives into creating chart objects and reports with multiple objects,  using report enhancements to create subtotals from data fields, and customizing reports with chart colors and other formatting options. Upon completion of this session, participants will:

• Gain familiarity with report objects, their use, and manipulation
• Learn how to create and format reports containing multiple objects
• Learn how to create and format objects to generate desired presentations, including data summaries

This is an interactive session led by Wayne Wayson, Quantivate’s Customer Education Manager. There will be time during the class for questions. It is highly recommended that participants complete “Getting Started with Reports” prior to attending.

Add to Calendar

Quantivate provides multiple integration points between business applications. Understanding how shared data collections work together to facilitate control testing and management equips users to effectively mitigate and manage risk. Participants will develop knowledge in the following areas:

• How to use the ERM risk assessment to help with your annual audit
• Understanding the top risks and controls across the enterprise
• Facilitating teamwork to remove silos and enhance efficiency
• Understanding which areas assess which data sets

Taught by Andrea Tolentino, Quantivate’s VP of Customer Solutions, this session is for customers who own multiple modules or are interested in learning how our data structure accesses additional modules to streamline risk management.

Add to Calendar

As technology rapidly changes the delivery of financial services, the legal and regulatory issues and risks for vendor contracts also evolve, from cloud data storage to distributed ledger technology and new compliance concerns. 

Effective content reviews and negotiations are the centerpieces of a comprehensive vendor management program. Financial institutions must stay current on emerging risks and the protections needed in their contractual relationships with service providers. 

This session is led by Kelley Hodney of Farleigh Wada Witt, a full-service business law firm recognized for excellence in banking and finance. Participants will learn about:

• Emerging risks in contract reviews 
• Essential contract provisions for securing a fair and protective vendor contract
• Key terms to avoid in the process

This session provides valuable guidance for anyone involved in the vendor contract and negotiation process. 

Add to Calendar

Financial institutions experience change continuously across all levels of the organization. Operational change occurs in processes, technology, system adoption, compliance requirements, and strategic initiatives. This change is necessary for growth and profitability, and managing change well is critical to mitigating impact across the organization. Implementing an effective enterprise risk management (ERM) program can help provide the data needed to assess and maintain detailed information related to strategic initiatives, operations, and remediation plans required to mitigate impact. 

A well-defined change management process that aggregates information effectively streamlines the allocation of capital and resources. This session focuses on the various data types and how to use them to make better risk-based decisions, including:

• An overview of change management
• ERM strategies for top-down change
• Operational strategies for bottom-up change
• Enterprise data mapping and impact on change management

Led by Quantivate’s SVP of Risk & Services, Bill Hord, this session provides an extensive overview for institutions looking to improve and integrate an effective change management strategy that mitigates risk

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Join us for Lunch in the Terrace Ballroom

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Take your business continuity program to the next level by planning ahead for testing, exercising, and training. Learn how to leverage incident/exercise records to track everything from what happened and who was impacted to root cause analysis and assignment of follow-up tasks. Participants will learn:

·       An overview of business continuity management best practices
·       How to map out tests, exercises, and training events to plan for success
·       How to leverage incident and exercise records
·       How to utilize report layouts to incorporate your logo, control page layout, and set static content that answers frequently asked questions

Led by Linda Carlson, Quantivate’s Director of Business Continuity Services and a Certified Business Resilience Auditor, this session provides participants with the fundamentals needed to implement, create, and improve upon resiliency plans.

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Examine the basics of a formal compliance management program, then take a deeper dive into the steps needed to level up your program, including integrating additional measures and utilizing available resources. Participants in this session will learn about:

·       Foundational components of a formalized compliance management program
·       Additional factors and considerations for maturing your program
·       Resources available to assist a growing compliance program

Led by Jackie Ekdahl, Director of Compliance Solutions for Credit Union National Association (CUNA), this interactive session will provide valuable context about the solutions available from CUNA and how they tie in with Quantivate products.

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High-risk markets are becoming increasingly popular for growth-minded financial institutions as leaders and shareholders look for new ways to increase deposits. Even without a concerted focus on these businesses, chances are good that your client base includes high-risk relationships. 

These emerging markets (hemp, cannabis, private ATMs, money services, crypto, and others) also come with additional compliance and BSA/AML risks. Understanding how your institution can balance investment in these growing markets with investment in your risk program is key to successfully supporting your BSA/AML program.

This session, led by Ryan McInerny of RiskScout, will explain what these risks can mean for your business and help participants understand: 

• Which types of customers are considered high-risk by examiners and/or the board
• How each high-risk market differs and what makes them attractive
• How examiners evaluate these programs
• Which BSA/AML practices need strengthening ahead of a new market entrance

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The Quantivate platform includes a variety of notification methods to enhance communication between teams managing governance, risk, and compliance across the organization. These notifications facilitate knowledge transfer between teams to provide visibility and drive accountability. The Quantivate platform can be set-up to send notifications by email, text message, voice, or through an alert or task. Join this in-depth session and learn:

• How to notify teams when a new record is created, modified, or reassigned
• How to create a distribution list and related email
• How to use notifications to create tasks and track them to completion
• How to integrate notifications with workflows

Plus other tips and tricks! Led by Quantivate’s Customer Education Manager, Wayne Wayson, this session is full of practical use cases that participants can apply immediately.

Add to Calendar

Take your business continuity program to the next level by planning ahead for testing, exercising, and training. Learn how to leverage incident/exercise records to track everything from what happened and who was impacted to root cause analysis and assignment of follow-up tasks. Participants will learn:

·       An overview of business continuity management best practices
·       How to map out tests, exercises, and training events to plan for success
·       How to leverage incident and exercise records
·       How to utilize report layouts to incorporate your logo, control page layout, and set static content that answers frequently asked questions

Led by Linda Carlson, Quantivate’s Director of Business Continuity Services and a Certified Business Resilience Auditor, this session provides participants with the fundamentals needed to implement, create, and improve upon resiliency plans.

Add to Calendar

Examine the basics of a formal compliance management program, then take a deeper dive into the steps needed to level up your program, including integrating additional measures and utilizing available resources. Participants in this session will learn about:

·       Foundational components of a formalized compliance management program
·       Additional factors and considerations for maturing your program
·       Resources available to assist a growing compliance program

Led by Jackie Ekdahl, Director of Compliance Solutions for Credit Union National Association (CUNA), this interactive session will provide valuable context about the solutions available from CUNA and how they tie in with Quantivate products.

Add to Calendar

High-risk markets are becoming increasingly popular for growth-minded financial institutions as leaders and shareholders look for new ways to increase deposits. Even without a concerted focus on these businesses, chances are good that your client base includes high-risk relationships. 

These emerging markets (hemp, cannabis, private ATMs, money services, crypto, and others) also come with additional compliance and BSA/AML risks. Understanding how your institution can balance investment in these growing markets with investment in your risk program is key to successfully supporting your BSA/AML program.

This session, led by Ryan McInerny of RiskScout, will explain what these risks can mean for your business and help participants understand: 

• Which types of customers are considered high-risk by examiners and/or the board
• How each high-risk market differs and what makes them attractive
• How examiners evaluate these programs
• Which BSA/AML practices need strengthening ahead of a new market entrance

Add to Calendar

The Quantivate platform includes a variety of notification methods to enhance communication between teams managing governance, risk, and compliance across the organization. These notifications facilitate knowledge transfer between teams to provide visibility and drive accountability. The Quantivate platform can be set-up to send notifications by email, text message, voice, or through an alert or task. Join this in-depth session and learn:

• How to notify teams when a new record is created, modified, or reassigned
• How to create a distribution list and related email
• How to use notifications to create tasks and track them to completion
• How to integrate notifications with workflows

Plus other tips and tricks! Led by Quantivate’s Customer Education Manager, Wayne Wayson, this session is full of practical use cases that participants can apply immediately.

Add to Calendar

Knowing your vendors, what services they provide, and their criticality to your business is a crucial part of creating an effective vendor management program. Visibility into vendor renewals, expirations, and costs can help you churn out vendors when needed and onboard new ones effectively based on contract terms. Participants in this session will learn:

·       How to conduct a full contract audit
·       How to develop steps for an effective onboarding process
·       How to effectively offboard vendors
·       What to include in your due diligence

Led by Stephen Ruane, Quantivate’s Director of Vendor Management Services, this session is a must-have for anyone involved in contract or vendor management.

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Participants in this session will gain an understanding of how their compliance and regulatory advocacy interests intersect, along with how Credit Union Compliance Management System PLUS (CU CMS+) can help your credit union and the industry’s advocacy efforts. Participants will learn:

• How compliance can help advocacy
• How to utilize the expected vs. actual change costs at your credit union
• How CU CMS+ can help you track proposed rules and comment letters

Led by Jackie Ekdahl, Director of Compliance Solutions for Credit Union National Association (CUNA).

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Quantivate workflows help users streamline repetitive tasks and create a systematic approach for managing the incremental steps needed to effectively manage risk across functions. Participants in the class will gain valuable expertise in creating workflows to manage critical processes and enhance efficiency, including:

• Grouping fields to align tasks and easily identify essential information
• Using workflows to inform the notification process
• Using workflows to automate approvals

 Andrea Tolentino, our VP of Customer Solutions, will share tips and tricks and answer questions in this fun, intermediate-level class. This session, in conjunction with “Using Notifications to Facilitate Bi-Lateral Communication and Knowledge Transfer,” is designed to equip participants with tools and knowledge to become Quantivate super users that utilize the platform to its full potential.

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Every organization has data, and formulating that data into clear and presentable reports is key to meeting business requirements, validating assumptions, managing metrics, and measuring outcomes. Quantivate’s reporting capabilities are unique to the platform, and utilizing them to full effect provides visibility into all aspects of your governance, risk, and compliance program. This beginner-level session reviews the foundational tools that equip users to easily create tabled reports. Participants will gain:

• Familiarity with the Quantivate enterprise report and dashboard environment
• The ability to create basic, tabled reports
• The foundational skills needed to create sophisticated reports that align with operational KPIs

Quantivate’s Education Manager, Wayne Wayson, will be on hand to walk you through the basics and answer questions.

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Our new dashboard functionality is the first thing you see when you log in to the Quantivate platform, providing a powerful visualization tool to align teams in key operational areas to quickly mitigate risk.

This intermediate, interactive session will provide a quick overview of basic dashboard functionality and guidance on industry best practices for creating dashboards to enhance visibility, surface risk, and assess vendor health. Participants in this session will learn:

• How to build the dashboards that your organization needs—from the C-level down to operational teams
• Specific uses cases for applying dashboards within the platform
• How to quickly update and manage dashboards for success across the organization
• How dashboards create operational buy-in

There will be time for a 10-minute Q&A to answer your most pressing questions, so come prepared with specific use cases for Andrea Tolentino, VP of Customer Services.

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Knowing your vendors, what services they provide, and their criticality to your business is a crucial part of creating an effective vendor management program. Visibility into vendor renewals, expirations, and costs can help you churn out vendors when needed and onboard new ones effectively based on contract terms. Participants in this session will learn:

·       How to conduct a full contract audit
·       How to develop steps for an effective onboarding process
·       How to effectively offboard vendors
·       What to include in your due diligence

Led by Stephen Ruane, Quantivate’s Director of Vendor Management Services, this session is a must-have for anyone involved in contract or vendor management.

Add to Calendar

Participants in this session will gain an understanding of how their compliance and regulatory advocacy interests intersect, along with how Credit Union Compliance Management System PLUS (CU CMS+) can help your credit union and the industry’s advocacy efforts. Participants will learn:

• How compliance can help advocacy
• How to utilize the expected vs. actual change costs at your credit union
• How CU CMS+ can help you track proposed rules and comment letters

Led by Jackie Ekdahl, Director of Compliance Solutions for Credit Union National Association (CUNA).

Add to Calendar

This intermediate session builds upon the outcomes of “Getting Started with Reports.” This session dives into creating chart objects and reports with multiple objects,  using report enhancements to create subtotals from data fields, and customizing reports with chart colors and other formatting options. Upon completion of this session, participants will:

• Gain familiarity with report objects, their use, and manipulation
• Learn how to create and format reports containing multiple objects
• Learn how to create and format objects to generate desired presentations, including data summaries

This is an interactive session led by Wayne Wayson, Quantivate’s Customer Education Manager. There will be time during the class for questions. It is highly recommended that participants complete “Getting Started with Reports” prior to attending.

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TBD

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TBD

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Join Julia O'Connell, Quantivate's SVP of Product, for an overview of upcoming enhancements and a discussion by module on suggested enhancements for our roadmap. 

Come prepared for a lively discussion and the chance to vote on future enhancements!

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Join us for an overview of recent product enhancements and more importantly, a sneak peak into what is coming in the next 12 months.

Led by our SVP of product, Julia O'Connell, you'll learn about what development priorities and improvements (and additions) you can expect to see in upcoming product releases. 

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