BankTEL User Conference 2019

Why Implementations Fail

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Mississippi Exclusive Webinar

Achieve Optimum Results With Your Accounting Operations

Join Katie Grimes as she takes you on a complimentary, guided tour of BankTEL’s latest Financial Accounting Suite, ASCEND. Katie will demo a few of our software’s most popular solutions, such as our Accounts Payable, Fixed Assets and Expense Report modules. But even better, some of our favorite Mississippi bankers will tell you why they use BankTEL.



Dione Deaton, Accounts Specialist, Citizens National Bank,

Citizens National Bank was founded in 1888, by a group of businessmen and farmers in Meridian, Mississippi, who collectively raised $50,000. Now the bank has 26 branches and over a billion in assets, but it remains committed to independent, hometown banking. In 2012, when Deaton began working in the finance department, the Bank was already using BankTEL’s legacy software with its CORE system, FIS BankWay. In late 2017, Citizens migrated to BankTEL’s updated system, ASCEND. They have over 200 users working within five modules: Remote Scanning, Accounts Payable, Pre-paids & Accruals, Shareholder Management and Expense Reports.

“It’s user-friendly. It keeps track of bills well, and I can load and preload invoices. ASCEND just works great” 




Denise Davis, Accounts Payable, United Mississippi Bank

United Mississippi Bank came from humble beginnings—in 1973, when it was chartered as First Natchez Bank, it operated out of a mobile home in a parking lot in downtown Natchez. Now United Mississippi has 10 branches in Mississippi and 2 branches in Louisiana and 350 million in assets. Denise Davis started her banking career in 2004 and has been with United Mississippi Bank since 2013, the bank has been a BankTEL client for 26 years. Under Davis’s direction, United Mississippi Bank recently moved from BankTEL’s legacy software to BankTEL’s newest software, ASCEND.

“My favorite feature of ASCEND is that everything’s right there. You don’t have to log in or out to access each platform.” 



Connie Grimes, VP of Operations, First State Bank

First State Bank, headquartered in Waynesboro, Mississippi, has 14 branches and assets of around 800 million. In October of 2017, First State upgraded to BankTEL’s latest software, ASCEND. They use Accounts Payable, Prepaid & Accruals, Expense Reports and Invoice Approvals.

“I love BankTEL’s support. Everybody’s quick, everybody’s friendly, and everybody appears to know what they’re talking about.”

Don’t miss out on the opportunity to take this exclusive journey with your fellow Mississippi accounting peers.

Click Here To Register

BankTEL’s Mississippi Clients

South Carolina Exclusive Webinar

Achieve Optimum Results With Your Accounting Operations

Join Heath Viner as he takes you on a complimentary, guided tour of BankTEL’s latest Financial Accounting Suite, ASCEND. Heath will demo a few of our software’s most popular solutions, such as our Accounts Payable, Fixed Assets and Expense Report modules. But even better, some of our favorite South Carolina bankers will tell you why they use BankTEL.


Tony AtecaEVP, Security Federal Bank,

Security Federal Bank has been serving South Carolina since 1922 and serving Georgia since 1973. Soon the bank, which hold 880-million in assets, will open its 16th branch. Perhaps this shared commitment to customer service is why BankTEL and Security Federal have such a strong relationship. Tony Ateca has been Chief Administrative Officer with Security Federal since 2008, which means he handles IT and compliance, and Security Federal has been a BankTEL customer since 2012.

“Banks deal with accounting every part of every day. It’s a core part of the business.  To be able to maneuver through the system and have the detail of records, the tracking and reporting that are available at BankTEL, was long overdue. Ascend is leagues ahead of where we were previously.” 



Heath Prescott, Assistant VP, Data Processing, Farmers & Merchants Bank of SC

Farmers & Merchants Bank of South Carolina is a community bank in the truest sense of the term. It was chartered in 1912, to serve the farmers in an agriculturally rich region, and it was the only bank in Orangeburg County to remain solvent during the Great Depression. Now it has over 250 million in assets, with eight branches in a tri-county area. Farmers & Merchants Bank of South Carolina has been using BankTEL for four years now.

“Were were using spreadsheets for reconcilement, but with BankTEL, we can scan invoices and pull them up. It makes balancing the general ledger and several in-house items a lot easier. With BankTEL, everything got more streamlined. We got better reconcilement, better security on the user side, better functionality. It was a major step up for us.”


Don’t miss out on the opportunity to take this exclusive journey with your fellow South Carolina accounting peers.

Click Here To Register

BankTEL’s South Carolina Clients

BankTEL User Conference Update



We are very excited to see everyone in a few weeks in Nashville. Thank you for registering for this huge event. This is going to be an exciting two days filled with lots of networking and learning. There is a jammed packed agenda this year and a record number of attendees. We want to ensure everyone walks away with fulfillment all of their expectations. To accomplish this, we have modified the schedule just a bit. We are going to break away our sessions on Purchase Requisitions and Shareholder Management to a separate room. This will allow more time for questions, answers, best practices and any other topics you may want to discuss. If you would like to attend the Purchase Requisitions or Shareholder Management sessions, please sign up below.

Purchase Requisitions 8:45
Thursday, September 7th – Room Name – Studio 7

Click here for Purchase Requisitions Breakout Registration

Shareholder Management 9:15
Thursday, September 7th – Room Name – Studio 7

Click here for Shareholder Management Breakout Registration

Attendee Stats
• Over 180 attendees
• Representing over 125 different financial institutions
• From around 40 different states

Conference Registration Check-in Info

Upon your arrival at the conference, we invite you to stop by and receive your registration materials prior to the start of the conference on Wednesday morning and bypass the crowd. Our registration will be open from 4:00 PM – 6:00 PM on Tuesday, September 5th on the 2nd Floor in the Platinum Ballroom Foyer. Our staff will be able to assist you and answer any questions you might have.

We will reopen the registration area again at 7:00 AM on Wednesday, September 6th in the Platinum Ballroom Foyer with our Breakfast beginning at 8:00 AM in the Legislative Terrace right around the corner from registration on the 2nd floor with the conference beginning promptly at 8:30 AM in the Platinum Ballroom.

Updated User Conference Agenda

Wednesday, September 6th
8:00 AM – Breakfast – Legislative Terrace
8:30 AM- Welcome & Opening Comments – Platinum Ballroom
9:00 AM – BankTEL User Group Board Introductions
Core Solutions:
9: 15 AM – Best Practices Accounts Payable – (Kim Rogalski, Allison Vonderheide, Mike Heppler, Kristi Story), (Nicole Hulbert -OFAC Scanning), & (BankTEL)
10: 15 AM – Break
10:30 AM – Best Practices Fixed Assets (Amy Feagin) & (BankTEL)
11:15 AM – “Future of Cashless Societies” – (Edmund C. Moy)
12:00 PM – Lunch
12:45 PM – Best Practices Prepaid & Accruals (Mike Heppler, Kristi Story) & (BankTEL)
Ancillary Solutions:
1:30 PM – Best Practices Invoice Approval- (Kim Rogalski, Allison Vonderheide, Mike Heppler) & (BankTEL)
2:15 PM – Best Practices Remote Scanning- (Nicole Hulbert, Allison Vonderheide) & (BankTEL)
3:00 PM – Break
3:15 PM – “Life Coaching – from Organizing to Goal Setting” – (Stan Viner)
3:45 PM – Expense Reports – (Kim Rogalski, Kristi Story) & (BankTEL)
4:30 PM – Vendor Portal (Nicole Hulbert) & (BankTEL)
5:00 PM – Closing Remarks (User Board and BankTEL Team)
6:30 PM – Gather for Evening Event (George Jones Museum)

Thursday, September 7th
8:00 AM – Breakfast – Legislative Terrace
8:30 AM- Welcome & Opening Comments – Platinum Ballroom
8:45 AM – Q&A and Recap from previous day
9:45 AM – Break
10:00 AM – Integrated Payables – (Nicole Hulbert, Amy Feagin) & (BankTEL)
10:45 AM – Feature Request (BankTEL & Board)
11:30 AM – Response to User Feedback by BankTEL Team

11 :45 AM – Closing Remarks by Board Members
12:15 PM – Box Lunches

Thursday, September 7th – Studio 7
8:45 AM – Purchase Requisitions (BankTEL)
9:15 AM – Shareholder Management (BankTEL)

Keynote Speaker for the
2017 BankTEL User Conference



BankTEL is pleased to announce that Edmund C. Moy, the 38th Director of the United States Mint, will be the Keynote Speaker at the upcoming BankTEL National User Conference to be held September 6-7, 2017, in Nashville, Tennessee.

“As the debate rages in Europe about cashless societies, BankTEL is pleased to have a thought leader of the highest caliber like Ed Moy discuss this subject at our User Conference,” said Boyce Adams, Jr., President of BankTEL. “In addition to leading the United States Mint with distinction, Ed Moy will be a dynamic speaker for our clients as he reflects on his vast experiences serving the American people. As he understands that BankTEL is the leader in financial solutions for financial institutions, his perspective will be valuable to our clients at our User Conference.”

About Edmund C. Moy:
Edmund C. Moy is a public servant, senior executive, commentator, author, and director with a successful track record in both publicly and privately held companies, and in the public sector. He served during two consequential times in our nation’s history:  the Financial Crisis and the Great Recession, and during 9/11. Throughout his professional career, Ed completed two stints in public service. First, in 1988, as a White House political appointee at the agency that oversees Medicare and Medicaid. Second, in 2001, Ed was asked to join the White House staff as the Special Assistant to the President for Presidential Personnel, a position in which he served for almost six years. In 2006, he resigned his commission from the White House to become the 38th director of the United States Mint. After he resigned his commission as director of the Mint in 2011, Ed became the director of a NASDAQ traded company headquartered in Seattle. He now serves as the Chief Strategist for Fortress Gold Group, a leading provider of gold-backed IRA’s, on the advisory board for a public company, and on the board of a business school.

Join us and experience the history and see George Jones memorabilia up close and personal. The George Jones Museum pays tribute to the country music legend. His Grammys, instruments, stage outfits and personal effects are all on display throughout, representing the city and country music in its truest form.   During our reception, you will be able to enjoy the museum, food and mingle. After that, the first or fourth floor (The Rooftop Bar) provides you an opportunity to immerse yourself into the music “scene.” If honky tonks and “live” music joints are your thing simply walk out the front door and you are there!