Agenda

Monday - May 5, 2008
8:30 AM - 9:00 AM	Continental Breakfast for Training Attendees at Training Facility
9:00 AM - 4:30 PM	Pre-Client Group Meeting Training – Session 1 During Session 1 the entire line of fxBusiness BankingSM products will be discussed as well as an introduction to common terminology and required legal documents. Participants will also receive hands-on demonstration of initially setting up and maintaining FXIM for commercial customers, sub-users, and agents. This session will also review the reports related to cash management transactions and a demo of fxBusiness BankingSM. Limited seating – registration required. Register via the CGM registration form. For more information, click here.
Tuesday - May 6, 2008
8:30 AM - 9:00 AM	Continental Breakfast for Training Attendees at Training Facility
9:00 AM - 4:30 PM	Pre-Client Group Meeting Training – Session 2 Session 2 consists of various hands-on FXIM Retail exercises as well as overall management of your institution’s FXIM reports and a demo of fx eBankingSM. Participants will also receive detailed information regarding CheckFree Bill Pay split into Float and Good Funds sessions. Limited seating – registration required. Register via the CGM registration form. For more information, click here.
11:00 AM - 5:00 PM	Networking on the Green with FundsXpress (Golf Tournament) Momentum 2008 kicks off with a golf tournament at The Quarry Golf Club. Featuring a Keith Foster designed golf course, The Quarry offers an exceptional golf experience for every level of player with a combination of excitement, challenge and fun. Compete for lucrative hole-in-one prizes, including $50,000 in cash, a Bose Wave® music system and a Dell Computer. Everyone playing will receive a coupon for a free Magique Rescue Wood club, valued at $125. Log on to www.quarrygolf.com for course details. Golf tournament is $85 per person and includes lunch, cart and green fees. Register via the CGM registration form.
3:00 - 6:00 PM	Registration
5:00 - 7:00 PM	Networking Cocktail Hour Mix and mingle with fellow meeting participants and FundsXpress staff while enjoying light hors d'oeuvres, refreshments and live entertainment.
7:00 PM	Dinner on Your Own
Wednesday - May 7, 2008
7:00 - 8:30 AM	Registration / Breakfast / Networking
8:30 - 9:45 AM	Welcome / Opening Remarks
9:45 - 10:00 AM	Break
10:00 - 11:15 AM	General Session - TBD
11:15 - 11:30 AM	Break
11:30 - 1:00 PM	Awards Luncheon Take part in the 2007 FundsXpress Awards Luncheon, recognizing financial institutions with awards for best adoption, most creative marketing, and other accomplishments made during the calendar year of January 2007 to December 2007.
1:00 - 2:30 PM	Ready, Set, Respond: Be Prepared When Bad Things Happen Will Ferrell, FundsXpress The Federal Financial Institution’s Examination Council (FFIEC), advises... “Institutions should have an effective incident response program outlined in a security policy that prioritizes incidents, discusses appropriate responses to incidents and establishes reporting requirements." This session will examine best practices for developing an ”official” incident response plan that will better prepare you to identify and respond faster and more successfully to any incident, from a natural disaster to a security breach.
2:30 - 2:45 PM	Break
	Learning Session 1	Learning Session 2
2:45 - 3:45 PM	Marketing to the Growing Spanish Community	Metavante Bill Pay
3:45 - 4:00 PM	Break
4:00 - 5:00 PM	First Data Network Processing	New Account Opening, Verification & Funding
5:00 - 6:00 PM	Demo Room Activity
6:30 - 10:30 PM	Client Appreciation Dinner / Festivities
Thursday - May 8, 2008
7:00 - 8:15 AM	Breakfast / Networking
8:15 - 9:45 AM	Enhancement Schedule 2008 Preview upcoming products and enhancement and share your opinions by participating in our annual Product Enhancement Survey.
9:45 - 10:00 AM	Break
10:00 - 11:15 AM	Keynote / General Session Frank Abagnale Con man turned FBI consultant, Mr. Abagnale is a well known expert in the fields of forgery, embezzlement and secure documents. We're sure this subject of the movie and author of the book, Catch Me if You Can, will be a fascinating speaker.
11:15 - 11:30 AM	Break
11:30 - 1:00 PM	Networking Lunch
	Learning Session 1	Learning Session 2
1:15 - 2:30 PM	I Have Business Banking, So Now What?	Bill Pay Adoption Strategies w/ CheckFree
2:30 - 2:45 PM	Break
2:45 - 3:45 PM	Mobile Banking: The Channel of the Future	Improve the Customer Experience by Turning off the Paper
3:45 - 4:00 PM	Closing Remarks – Survey
*FundsXpress reserves the right to make changes to session topics, locations and times. Please check the agenda for possible updates before attending the Client Group Meeting.