Sageworks’ 2017 Summit expanded to cover life-of-loan

Early-bird registration savings expire April 1st

RALEIGH, NC (March 9, 2017) — This September, the annual Risk Management Summit for bank and credit union executives will take place in downtown Denver, CO. The event is hosted by Sageworks, a financial information company.

Sageworks announced that the event’s agenda has been expanded compared to previous years to cover the full life of the loan – spanning business development through portfolio management for banks and credit unions. The event will benefit executives responsible for lending, credit risk and portfolio risk management as well as those who are responsible for the institution’s Allowance for Loan and Lease Losses (ALLL), which has come under fire due to the recent changes released by the Financial Accounting Standards Boards (FASB). The preliminary agenda includes

  • Loan portfolio growth strategies
  • Credit risk culture in light of portfolio expansion
  • Mitigating commercial real estate or CRE risk
  • Understanding and implementing the current expected credit loss model or CECL

The conference, which runs September 25 – 27 in Denver, will include a mix of presentations by industry experts, panel discussions, roundtables with peer institutions and networking events. New for 2017, the event will also feature a limited number of Advisory Service Sessions, in which attendees can pre-register for a complimentary consulting session with Sageworks’ team of risk management experts. Attendees will also be eligible for CPE credits, which will be announced closer to date.

As in previous years, the 2017 Summit will also include a Banker Appreciation Night. Attendees will be able to take in a baseball game at Coors Field in a private suite, while the Rockies take on the Miami Marlins.

In 2016, more than 220 professionals attended the Summit in Austin, TX, and the event garnered very positive feedback: 98 percent of attendees indicated they would recommend the Summit to other bankers.

Bank and credit union professionals can now take advantage of early-bird registration savings, as much as $300 per person, through April 1st. For more information or to register, visit or email

About Sageworks

Sageworks offers banks and credit unions lending, credit risk and portfolio risk software to efficiently grow and improve the borrower experience. By automating the life of the loan with Sageworks, bankers book commercial loans faster and reduce risk. Sageworks uniquely provides integrated solutions and industry expertise to more than 1,400 financial institutions that achieve an average 38% higher loan growth than peers. Visit to learn more.


Media Relations
Phone: 919-851-7474 ext. 2629
Twitter: @sageworks

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