Optimize profitability, drive outcomes
Insights, analysis, and inspiration are everywhere at Syntellis Summit. Hear from leaders at peer institutions and industry experts as they share what it takes to improve planning, maximize profitability, and increase agility in today's banking environment.
Join us to learn how to turn data into intelligence and strategies into success with Axiom.
Learn from bank, credit union, and farm credit industry experts
Chief Executive Officer
Chelsea Stephens, CPA
Director of Finance & Corporate Development, SVP
Republic Bank and Trust
Director of Profitability, Pricing, & Performance Management
Five Star Bank
VP, Financial Planning & Analysis
Security Service Federal Credit Union
VP, Accounting & Performance Analytics
Georgia United Credit Union
VP of Market Risk
General Manager, Data & Intelligence Solutions
General Manager, Performance Management
BECOME AN EXPERT
Access exclusive product training opportunities
Interested in getting certified? Have a pressing question about your Axiom configuration? Get more value out of your solutions with our free and discounted opportunities exclusive to Summit registrants.
- Free 30-minute "Ask the Expert" one-on-one session with a product consultant who can answer your questions and provide hands-on solutions, valued at $200!
- 20% off Syntellis Academy Certification sessions scheduled through the end of 2023
SYNTELLIS SUMMIT 5K
Take strides to support the community
Step away from your screen, stretch your legs, and join us for our third annual virtual 5k! Whether you walk, run, or cycle, your miles are for a good cause: End 68 Hours of Hunger.
11:00 AM - 11:30 AM (CT): Opening Address & Keynote
As the economy and business and consumer needs change, we see more and more how data and insights are critical to gaining an advantage and adapting to what lies ahead. Join Syntellis CEO Flint Brenton as he shares how Syntellis empowers financial institution leaders with the insights needed to deliver measurable outcomes, plus details of our commitment to an exceptional customer experience.
Flint Brenton, Chief Executive Officer, Syntellis
11:45 AM - 12:15 PM (CT): Unlocking New Product Innovations to Drive Financial Institution Performance
Join Syntellis executives as they share details on the evolution of the Axiom Financial Institutions Suite and how the latest advancements will help support your business through emerging market trends. Learn how recent innovations like Visual Insights are helping banks and credit unions make better decisions, plus discover how our upcoming market benchmarks can help institutions identify areas to improve financial performance.
M.K. White, General Manager, Performance Management Solutions, Syntellis
Steven Wasson, General Manager, Data & Intelligence Solutions, Syntellis
12:30 PM - 1:20 PM (CT): Customer Panel: Strategies for Navigating Today’s Market Challenges
Banks have entered a new reality. One of volatility driven by inflation, rapidly rising interest rates, digital demands from consumers, and increased competition. So how should financial institutions navigate the changes and uncertainties? Hear from a panel of your peers as they share their strategies for success, plus how to leverage tools and data to sustain financial health.
Chelsea Stephens, CPA | Director of Finance & Corporate Development, SVP, Origin Bank
Clint Hilley, VP of Market Risk, Georgia United Credit Union
Kenny Moyer, Director of Profitability, Pricing, & Performance Mgmt, Republic Bank and Trust
Beth Sutton, VP Financial Institution Sales, Syntellis
1:30 PM - 2:20 PM (CT): Survey Best Practices for Understanding Profitability
While there is no “one-size-fits-all” approach to profitability, learning system best practices and hearing tips from your peers can help you to view profitability strategies from a different lens. Discover new processes for handling surveys that not only create value across teams, but also reveal insights on products and customers that improve profitability.
Sarah Brock, VP, Financial Planning & Analysis, Five Star Bank
Scott Greene, Principal Implementation Consultant, Syntellis
2:30 PM - 3:20 PM (CT): Periodic Forecasting and Scenario Modeling to Improve Stability
In the face of changing monetary policies, shifting market conditions, and rising interest rates, financial institutions must keep a close eye on how performance fluctuates throughout the year relative to budget. Learn how to create periodic forecasts that incorporate actuals and changing assumptions into the balance sheet, margin, and net income forecasts at regular intervals. Plus, discover how to:
- Effectively evaluate multiple scenarios to prepare for changing business conditions
- Better predict margins, and improve scalability and accuracy
Raquel Mungia, VP, Accounting & Performance Analytics, Security Service Federal Credit Union
Heather Hinchley, Senior Financial Institutions Solutions Engineer, Syntellis