2010 BRM Vision Workshop

Get the Most Out of Your BRMEdge Investment

Take-Aways

BRMEdge is powerful tool for controlling your bank fees. But like any tool, BRMEdge is only as effective as the person who stands behind it.

At Vision, you will learn the knowledge and skills necessary to wield this tool to maximum effect, reducing your bank fees, increasing productivity, and improving transparency into your treasury operation. What you already know, you’ll improve; what you don’t know, you’ll learn.

Specifically, Vision attendees take away new and lasting:

Skills

At the hands-on Workshop, users will learn new analysis techniques and master old ones. Class size is limited to only 15 students so that we can personally address every individual question, including those that are unique to your corporation. Exercises teach core system features, automation tips & tricks, and advanced reporting.

Knowledge

BRMEdge is a deep system keeps growing every day. At the Vision Conference, attendees learn how to get the most out of BRMEdge’s latest features and how to respond to industry developments, like rising FDIC fees, interest on reserves, and eBAM. Attendees exchange knowledge with other users with case studies, user panels, and small roundtable group discussions & demonstrations while expert speakers impart their knowledge about new technologies, standards, and bank relationship management strategies.

Relationships

During meals and events Vision attendees forge lasting relationships with WFG staff and other BRMEdge users. These relationships facilitate knowledge exchange and help create a web of support that lasts long past Vision’s final day. By the end of Vision, attendees are no longer users, speakers, and staff…they are colleagues, mentors, and friends.

Reference Materials

Each Vision attendees receives a book packed with presentations, guides, and materials that can be referenced long after Vision is done. Attendees may share these materials with other BRMEdge users at your company to multiply Vision’s value.

Inspiration

Vision maximizes the time, money, and effort that you’ve already invested into your BRMEdge system – but it also does something more. We use interactive sessions, fun events, and exciting learning discoveries to share our account analysis passion with attendees, because 1) we really are that crazy about account analysis, and 2) energized workers work harder and perform better. Users leave Vision ready to try new things and recommit themselves to bank fee analysis.

Why now?

The world of account analysis has been turned on its head by the financial crisis.

Explosive FDIC fees, interest on reserves, and the evolution of new standards like eBAM and the BSB have made 2010 the most important time you could ever attend Vision. As a new paradigm of bank relationships unfolds, will you be ready to tackle the challenges of tomorrow?

By attending Vision, you’ll be equipped to answer “yes” with confidence.

We’ll discuss industry trends and supply you with the training, insights, and resources to respond. You’ll master BRMEdge’s latest features to rise to the challenge of low ECR’s, increasing fees, and heightened counterparty risk. Topical issues, like security and eBAM will be addressed. You’ll come away with knowledge and skills that are both relevant and timely to your role.

As the world changes, so does BRMEdge – at Vision you’ll learn how to harness this ever evolving system to conquer the unexpected.

Now is the time to attend Vision.

A Unique Experience

Vision is the only dedicated account analysis event in the world – and the only one committed entirely to your role.

For three days, BRMEdge users just like you join our experts to strategize ways of managing and minimizing bank fees. You’ll learn money saving tips and time saving tricks from the largest collection of account analysis experts ever gathered in one room. There is nothing else like it.

Each year is different. We focus on the latest features, teach new techniques, and feature fresh speakers. Additionally, we keep a close eye on the attendee list and then customize the Workshop & Conference to make them as relevant as possible. In fact, if you have a suggestion or a topic you’d like addressed, just contact us and we’ll do our best to incorporate it. Otherwise, we purposely leave space in the agenda to address concerns as they arise.

We are proud to announce that this will be our fourteenth year of Vision. Over this nearly decade and a half time span, we’ve created a truly unique and wonderful experience.

Thank you for considering Vision – we hope to see you there!