Nortridge User Meeting
2026 Schedule
*Topics, times and presenters subject to change
Monday – March 9
Monday, March 9
7:30 – 9 p.m.
Welcome Cocktail party
If you’re staying at the hotel or are nearby, stop by for a drink and networking with other NLS users and Nortridge staff.
Location: Ballroom
Tuesday – March 10
Tuesday, March 10
7:15 – 8:30 a.m.
Check In & Buffet Breakfast
Stop by the event desk to pick up your name badge and program, then enjoy networking over a buffet breakfast.
Location: Pacific Ballrooms 3-4
Tuesday, March 10
8:30 – 9:30 a.m.
General Session – Welcome & Opening
Hear from Greg Hindson, Nortridge CEO, about highlights from the past year and details about the roadmap for the Nortridge Loan System (NLS).
Location: Pacific Ballrooms 1-2
Breakout Session #1 – Choose One
Tuesday, March 10
9:45 – 10:45 a.m.
Introduction to the NLS Basics for New Users
This session is designed for users new to the Nortridge Loan System (NLS). Topics include: available Nortridge resources, basic navigation of both the desktop and web apps, how to view and query information, transaction entry, and tips and tricks for shortcuts in NLS.
Tuesday, March 10
9:45 – 10:45 a.m.
Transaction Codes – Part 1: The Heartbeat of NLS
Explore the power of transaction codes and how they are a pillar of the NLS software. Understand their impact from loan balances to GL accounting entries and if an integration with your accounting software may be beneficial.
Tuesday, March 10
9:45 – 10:45 a.m.
NLS Security – User Access, Permissions, Trustees and Audits
This session focuses on managing user access and field visibility within NLS. It explains how user groups, permissions and trustees work together to control appropriate system access. Participants will also learn how to configure data fields to limit visibility or restrict editability by user group, ensuring secure and role-based access throughout NLS.
Tuesday, March 10
9:45 – 10:45 a.m.
Loan Origination System Overview
Experience a demo of the web-based Nortridge Loan Origination System (LOS). Follow along as an application moves through the various stages, guided by the workflow, until the ultimate decision is made. Learn about available integrations and the ongoing development roadmap.
Tuesday, March 10
10:45 – 11 a.m.
Coffee Break
Location: Pacific Ballroom Foyer
Tuesday, March 10
11 a.m. – 12:15 p.m.
General Session – Customizations Through Consulting
Learn about the most popular customizations our consulting team has implemented for NLS features and third-party integrations to identify enhancements that could optimize your NLS experience.
Hosted by: Kelli Downs, Project Manager, Nortridge Consulting
Location: Pacific Ballrooms 1-2
Tuesday, March 10
12:15 p.m. – 1:10p.m
Networking & Buffet Lunch
Breakout Session #2 – Choose One
Tuesday, March 10
1:15 – 2:15 p.m.
New Features in NLS
In this popular session, see highlights of new features and enhancements incorporated into both the desktop and web app versions of NLS in the last year.
Tuesday, March 10
1:15 – 2:15 p.m.
Reporting – An Introduction to Out-of-the-box Options
This session introduces reporting within NLS, including an overview of standard report features. It covers how to select the appropriate report for your specific needs, along with practical tips and techniques to better understand and effectively use available filters.
Tuesday, March 10
1:15 – 2:15 p.m.
Transaction Codes – Part 2: Dig Deeper Into Standard and Custom Transaction Codes
See a detailed review of the standard transaction codes, followed by an exposure to custom transaction codes and their usefulness. Learn when it’s best to use standard vs. custom codes based on the level of granularity required for reporting.
Tuesday, March 10
1:15 – 2:15 p.m.
Customization Through Configuration: No Coding Required
Learn how to customize your NLS experience using rules, recurring transactions and other configurable events, all without writing scripts.
Tuesday, March 10
2:15 – 2:30 p.m.
Afternoon Break
Location: Pacific Ballroom Foyer
Tuesday, March 10
2:30 – 3:30 p.m.
General Session – The Illusion of Intelligence: What AI Gets Right, What It Gets Wrong, and the Cost of Moving Too Fast
AI adoption is accelerating faster than most organizations can thoughtfully absorb, creating pressure to automate and move quickly without adequate reflection. In this insight-driven session, Ari Gunzburg examines how AI’s confident outputs and instant answers can create an illusion of certainty while increasing risk when speed replaces sound judgment. Drawing on real-world examples, he illustrates what happens when innovation outpaces human adaptation. Rather than taking a pro- or anti-AI stance, the session reframes how to engage with AI responsibly, emphasizing when speed helps, when it harms, and why human judgment remains essential.
Location: Pacific Ballroom 1-2
Tuesday, March 10
3:45 – 5:15 p.m.
Industry Specific Discussions
- Auto: room TBD
- Consumer Finance: room TBD
- CDFI/Nonprofit: room TBD
- Others, including: Agriculture/Student Loans/Commercial/Real Estate/Mortgage/Small Business: room TBD
Tuesday, March 10
5:30 – 9:30 p.m.
Cocktails & Dinner at Las Brisas in Laguna Beach
Shuttles depart promptly at 5:30 and 5:40 p.m.
Wednesday – March 11
Wednesday, March 11
8 – 9:30 a.m.
Breakfast & Partner Presentations
Join by 9 a.m. to hear from Nortridge partners.
Location: Pacific Ballrooms 1-2
Breakout Session #3 – Choose One
Wednesday, March 11
9:45 – 10:45 a.m.
Advanced Reporting
This advanced session builds on the foundational reporting overview and takes a deeper dive into NLS reporting capabilities. Explore custom report development and the Report Server. Learn how to extract the data you need and deliver it in the format and structure that best supports your operational goals.
Wednesday, March 11
9:45 – 10:45 a.m.
The Future of NLS on the Web
Review the current state of the web app and the development roadmap outlining remaining enhancements. Learn how to get started, including version requirements and key considerations for determining when a transition is appropriate for your organization. Time permitting, the session will also cover upcoming updates to the borrower portal.
Wednesday, March 11
9:45 – 10:45 a.m.
New Features in NLS (repeat of Tuesday’s session)
In this popular session, see highlights of new features and enhancements incorporated into both the desktop and web app versions of NLS in the last year.
Wednesday, March 11
10:45 – 11 a.m.
Coffee Break
Location: Pacific Ballroom 1-2 Foyer
Wednesday, March 11
11 a.m. – Noon
Quality Time with Nortridge Staff
Join key Nortridge staff and leaders for small group and one-on-one discussions.
Location: Pacific Ballrooms 1-2
Wednesday, March 11
11:45 a.m. – 1 p.m.
Final Networking & Buffet Lunch
Location: Pacific Ballrooms 1-2