WELCOME

Join us at Vision 2018, Docupace’s Annual Client Conference, for a unique opportunity to collaborate with other leading executives, gain fresh perspectives, and resolve more industry challenges.

Technology, regulatory, and cybersecurity experts will be presenting what you need to know to conquer this year head-on!

About

Docupace is a leading provider of secure and compliant unified workflow and document management automation software for financial services firms including wealth management, insurance, clearing, and custodian firms. The company’s cloud-based transaction processing platform simplifies the process of capturing, organizing, routing, and accessing information, helping financial services firms meet SEC/FINRA compliance requirements.

The platform serves the largest financial service providers and their advisors who, driven by increased levels of competition, privacy issues, document protection, and government regulation, are adopting digital workflow solutions from automating client account opening and advisor onboarding to document management and beyond to increase operational efficiency, productivity, and profits.

JOIN US AT VISION 2018, DOCUPACE’S ANNUAL CLIENT CONFERENCE, FOR A UNIQUE OPPORTUNITY TO:

Collaborate

Collaborate with other leading executives

Ideas

Be presented with new ideas

Perspective

Gain fresh perspectives

Challenges

Tackle industry challenges affecting your business

Agenda

2018 Vision Conference Agenda

* Topics and panels are subject to change

Key Benefits

  • “Year of the Advisor” – Adapting to an Ever-evolving Industry
  • Industry and Peer Collaboration
  • Define and Establish Competitive Differentiation
  • Understanding Trends and Directions – Technological and Operational
  • Industry Leading and Motivation Speakers – Bill Winterberg and Bill Curry

Bill Winterberg

Bill-Winterberg

CFP® and Founder & President of FPPad.com


Bill is the leading FinTech independent authority on technology in the financial services industry. He was recognized as 40 under 40 and Top 25 most influential people by Investment News. He is the creator of video broadcasts, his widely read newsletter, keynote speaker and Alexa’s FPPad Flash Briefings. For more information, click here.

Bill Curry

Bill Curry Pic

Coach, Communicator, Educator, Motivator, and Author


Bill Curry has spent his entire adult life as a leader and communicator. His NFL career included two Super Bowl titles and a stint as the President of the NFL Players Association. Bill served as head football coach for Georgia Tech (’80-’86), the University of Alabama (’87-’89), and the University of Kentucky (’90-’96). In 1989, Bill was recognized as the nation’s top coach with the Bobby Dodd National Coach of the Year Award. For more information, click here.

DAY I - Monday, April 23, 2018

1:00 pm –
5:00 pm
Golf Outing and
Grand Old Opry Excursion
6:00 pm – 8:00 pm Opening Cocktail Reception

DAY II - Tuesday, April 24, 2018

7:30 am –
8:30 am

Buffet Breakfast

8:30 am –
9:00 am

Welcome from the Docupace Family!

“Year of the Advisor”
Michael Pinsker, Founder and CEO

9:00 am –
10:00 am

Industry Keynote Speaker: Bill Winterberg, Founder and President of FPPad.com

10:10 am –
11:00 am
Docupace Product and Technology Roadmap

Ron Wallis, CTO
Richard Thoeny, VP Product Management

11:10 am –
12 noon
Session 1 – Executive Track: Productivity Through Engaging Your Advisors as Customers

Speakers: Coming Soon

12 noon –
12:50 pm
Lunch – Platinum Partner Sponsor

1:00 pm –
1:50 pm
Client Experience Panel

Joel Friedman, EVP – Delivery and Customer Care

2:00 pm –
2:45 pm
Session 2 – Executive Track: Planning for the Inevitable – Embracing Artificial Intelligence (AI)

Speakers: Coming Soon

2:45 pm –
3:00 pm
Networking Break
3:00 pm –
3:50 pm
Session 3 – Executive Track: Cybersecurity Breaking Down the Breaches

Speakers: Coming Soon

4:00 pm –
4:45 pm
Docupace Talks – Fireside Chat: CEO Strategies for Growth and Success

Speakers: Coming Soon

4:45 pm –
5:15 pm
Day 1 Recap and Closing
6:30 pm –
8:30 pm
Appreciation Dinner and Event!

DAY III- Wednesday, April 25, 2018

7:30 am –
8:30 am

Buffet Breakfast

8:30 am –
9:20 am
Docupace Partners and Sponsors
9:30 am –
10:15 am
Partner Panel: Integrating Advisor Applications
10:15 am –
10:30 am

Networking Break

10:30 am –
11:20 am

Calculating ROI for Critical Technology Infrastructure

Speakers: Coming Soon

11:20 am –
11:30 am

Transitions to Breakout Rooms

Gold Sponsor Breakouts
11:30 am –
12:30 pm
Breakout Session 1 – Compliance Based Solutions and Best Practices

John Cunningham, CISO

Breakout Session 2 – Service Management Solutions and Technology

Joel Friedman, EVP – Delivery and Customer Care

12 noon –
1:00 pm
Lunch with Motivational Speaker: Bill Curry – Coach, Communicator, Educator, Motivator, Author

Important Information

Dress for Docupace Vision Conference and all associated events is business casual (jacket, no tie, collared dress shirt and dress slacks for men, appropriate casual business attire for women).  All events will be conducted indoors.

 

WiFi Network: Vision2018
WiFi Password: Docupace@2018 (Case sensitive)

DRESS CODE

The dress code for all events is business casual.

SOCIAL

Share the #DocupaceVision2018

Location

Expect an extraordinary experience at Gaylord Opryland Resort & Convention Center, boasting stylish rooms and modern meeting spaces. It’s the best of Nashville from one spectacular resort! From lush atrium gardens, unique dining, and poolside fun to live music and entertainment – all just steps from the Grand Ole Opry and minutes from downtown Nashville.

Monday, April 23rd - Wednesday, April 25th 2018

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All activities and meetings will be held at the Gaylord Opryland Resort & Convention Center

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2800 Opryland Drive,
Nashville, TN 37214

CHECK OUT THE GAYLORD OPRYLAND RESORT & CONVENTION CENTER

To make reservations please use the link below:

The link below includes the discounted rate.

BOOK NOW!

Rate: hotel resort fee and taxes.
Billing: Individual to Pay.

Gaylord Opryland Resort & Convention Center

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Room reservations must be made on or before 4/1/18. Room reservation requests after this date will be subject to hotel availability at the rack rate.

Questions

If you have any questions about the conference, please contact:

visionconference@docupace.com

Golf

Golf Information

Be our guest for golf on Monday, April 23rd at Gaylord Springs Golf Links. Carved from the banks of the Cumberland River, our Scottish links-style, par-72 layout offers an 18-hole course bordered by limestone bluffs and enhanced by federally protected wetlands in Nashville.

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CHECK OUT GAYLORD SPRINGS GOLF LINKS

NOTE: Golf is complimentary and optional. Space is limited. Please register for Golf on the conference registration section.

Register

Deadline for registration is Friday, March 30th.

Please complete the form below. You will be sent a confirmation that you’ve been processed and will receive follow up documentation over the next few days.

* denotes a required field


Questions

If you have any questions about how to register, please contact:

visionconference@docupace.com

Sponsorships

WHY SPONSOR?

 

  • Increase your visibility to Broker-Dealers and RIA decision makers who are customers of  Docupace.
  • Enhance your brand awareness to top executives from Docupace’s customers.
  • Generate new relationships, increase sales leads, and form new business partnerships.
  • Access to 100+ legacy and new Docupace customers for effective collaboration and partnership
    positioning.
Get Sponsorship Overview

Platinum

Listings

Coming Soon

Gold

 

Listing

Coming Soon

Silver

Silver

Listings

Coming Soon