nSight 2017 | May 15 - 18, 2017

nSight 2017 + nCino University

nCino University continuing education training sessions will be held prior to nSight 2017. Beginning on Monday, May 15 and concluding with the nSight welcome reception on Tuesday evening, May 16, this special training event is for admins and partners who want to take their knowledge of nCino to the next level!

nCino University programs provide more in-depth sessions and hands-on training for administrators and partners of various levels. If you are interested in attending the nCino University training sessions, click here and choose the "nSight + nCino University" option. If you've already registered for nSight and want to add nCino University, choose the "nCino University Training Add-On" option.

nCino University agenda shown below. Attendees will build their own schedule using the Guidebook mobile app available in April.

Monday, May 15
11:00 am — 12:45 pm nSight Registration Open for nCino University ONLY
1:00 pm — 2:45 pm Breakout Sessions
  1. Document Manager Configuration / Smart Checklist
    Learn how to configure the newest version of nCino's Document Manager — including the Smart Checklist functionality. This session will also include best practices on configuring Loan, Relationship, Collateral and Product Package Document Manager.
  2. Credit Memo Configuration
    Learn how to configure and perform maintenance on Credit Memo including configuration tips for the newest Credit Memo functionality available in April as a part of the Spring 2017 Release.
  3. nCino UI Configuration / Conditional Rendering
    Learn the nCino Gold Standard of configuring the nCino User Interface (UI) — with lots of best practices on how to manage the routes, field sets, etc. used in the nCino UI. This session will also include lessons on how to use Conditional Rendering to enhance the use of the nCino UI by adding/removing routes through the loan lifecycle.
2:45 pm — 3:15 pm Networking & Refreshment Break
3:15 pm — 5:00 pm Breakout Sessions
  1. Form Generation
    Forms give users the ability to generate forms directly from nCino, making it even faster for users to create documentation by removing the need to manually re-enter data. Learn hands-on how to create various form templates — from beginner to advanced.
  2. Advanced Reports & Dashboards
    nCino analytics is a powerful tool — and reports generate data real-time. In this session, learn how to expand your reporting capabilities by using snapshot analytics to store historic data in order to produce trend components on your dashboards and other more advanced reporting functionality.
  3. Process Builder & Workflow
    Learn how Process Builder is used in the nCino Bank Operating System — and best practices on when and where to use Process Builder and Workflows within your environment. Practice configuring various workflows to best utilize this functionality within nCino. This session should be completed as a prerequisite for attending the Rules Engine & Visual Flow session on day 2.
6:00 pm — 7:00 pm nCino University Cocktail Reception
Tuesday, May 16
8:00 am — 9:00 am Networking Breakfast
9:00 am — 10:45 am Breakout Sessions
  1. nCino UI Configuration / Conditional Rendering
    Learn the nCino Gold Standard of configuring the nCino User Interface (UI) — with lots of best practices on how to manage the routes, field sets, etc. used in the nCino UI. This session will also include lessons on how to use Conditional Rendering to enhance the use of the nCino UI by adding/removing routes through the loan lifecycle.
  2. Spreads Configuration
    In this session, learn how to configure Spreads templates including tips & tricks when configuring a new Spreads template or changing previously configured templates. This session will include new Spreads functionality that has rolled out over the past 6 months.
  3. Document Manager Configuration / Smart Checklist
    Learn how to configure the newest version of nCino's Document Manager — including the Smart Checklist functionality. This session will also include best practices on configuring Loan, Relationship, Collateral and Product Package Document Manager.
10:45 am — 11:00 am Networking and Light Refreshment Break
11:00 am — 12:30 pm Breakout Sessions
  1. Product Package Configuration
    Product Package is seeing some feature enhancements in the Spring 2017 release. In this session, learn how to configure the newest version of Product Package along with tips & tricks on utilizing the various functionality of this feature.
  2. Process Builder & Workflow
    Learn how Process Builder is used in the nCino Bank Operating System — and best practices on when and where to use Process Builder and Workflows within your environment. Practice configuring various workflows to best utilize this functionality within nCino. This session should be completed as a prerequisite for attending the Rules Engine & Visual Flow session later in the day.
  3. Credit Memo Configuration
    Learn how to configure and perform maintenance on Credit Memo including configuration tips for the newest Credit Memo functionality available in April as a part of the Spring 2017 Release.
12:30 pm — 1:30 pm Networking Lunch
1:30 pm — 3:00 pm Breakout Sessions
  1. Using Informatica
    This session will involve hands-on basics of using Informatica to manage your data integrations. Learn the best ways to proactively monitor Informatica on a daily basis.
  2. Rules Engine & Visual Flow
    Learn how to use Process Builder and Visual Flow to configure the Rules Engine functionality for Automated Loan Decisioning within nCino. A prerequisite to attend this session would be solid knowledge of Process Builder/Workflow or successfully completing a Process Builder & Workflow session offered as an earlier breakout.
  3. Product Package Configuration
    Product Package is seeing some feature enhancements in the Spring 2017 release. In this session, learn how to configure the newest version of Product Package along with tips & tricks on utilizing the various functionality of this feature.
3:30 pm — 5:00 pm nCino Q&A Panel: All About the Data
  • Data Integrity / De-Duping Records
  • Data Backup
  • Managing Your Sandbox / Org-to-Org Migrations
  • Best Practices on Importing / Exporting Data
  • How to Manage Performance Issues
5:30 pm — 7:00 pm nSight Welcome Cocktail Reception
"The interaction and availability of the nCino team for questions or introductions to other users was great and added an extra level of confidence in the nCino model."