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 Leader, Jack Cramer as EmCee
  • Industry Leader,  Chip Kispert  as Industry Trends Speaker
  • Industry Leading and Motivation Speakers – Bill Winterberg and Bill Curry

Bill Winterberg

Bill-Winterberg

CFP® and Founder & President of FPPad.com

 


Bill Winterberg 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.

Jack Cramer

Jack Cramer-3

Managing Director, Due Diligence Works, Inc.

Founder, Cramer And Associates, Inc.


Jack Cramer has been consulting with banks, broker-dealers, insurance companies and mutual fund companies since 1997. His primary focus has been developing training, marketing and coaching programs that increase sales by maximizing the efforts and talents of front-line Brokers, their Sales Managers and the Executive Management Team. For more information, click here.

Chip Kispert

Chip Kispert

Founding Partner, Beacon Strategies, LLC

 


Chip Kispert is a twenty-year veteran of the broker-dealer and asset management marketplace. His focus is on providing research, consulting, and forums services to broker-dealers, asset managers, clearing firms, and industry solutions vendors. For more information, click here.

DAY I - Monday, April 23, 2018

11:00 am – 4:00 pm Golf Outing and Grand Old Opry Excursion (including lunch)

11:00 am Shuttle Pickup at Cascades Entrance

7:00pm – 9:00pm Opening Cocktail Reception

DAY II - Tuesday, April 24, 2018

7:00 am –
7:45 am

Continental Breakfast

8:00 am –
8:30 am

Welcome from the Docupace Family!

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

8:30 am –
9:30 am

Industry Keynote Speaker

Bill Winterberg, Founder and President of FPPad.com

 

9:35 am –

10:35 am

Session I – Executive Track: Productivity Through Engaging Your Advisors as Customers

Moderator: Jack Cramer,  Founder –  Cramer & Associates

Panelists:

  • David Ballard,  Docupace Advisor & Speaker
  • Bayard Closser, President – Investment Planners, Inc
  • Chris Mills, EVP & COO – Kovack Securities
10:35 am –
10:50 am

Networking Break

 

10:50 am –

11:50 am

Docupace Product and Technology, “Advisor First – The Roadmap”

Speakers:

  • Ron Wallis, CTO – Docupace
  • Richard Thoeny, VP Product Management – Docupace
  • Matt Fields, Dir. of Engineering Development – Docupace
12:00 noon –
12:45 pm
Lunch – Platinum Partner Sponsor

1:00 pm –

1:45 pm

Session II – The Wealth Odyssey – Raising Relevance in an Atmosphere of Service Model Disruption

Chip Kispert, Beacon Strategies

1:50 pm –

2:45 pm

 Transition Assistant – A Case Study with Securities America

 

Joel Friedman, EVP Delivery & Customer Care – Docupace

Kevin Johannesen “KJ”, VP, Customer Success – Docupace

 

Brian Strasser, VP Branch Office Support & Development – Securities America

2:45 pm –
3:00 pm
Networking Break
3:00 pm –

4:00 pm

Session III – Executive Track: Industry Trends in Security & Compliance, Breaking Down the Breaches

Moderator: Chip Kispert, Beacon Strategies

Panelists:

 

  • Greg Markovich, Principal IT Risk & Controls Examiner – FINRA
  • Geoff Moore, VP of IT – ValMark Securities
  • Jay Peters, Director – Security Snapshot
4:00pm –

4:10 pm

Break

 

4:10 pm –

5:10 pm

Docupace Talks – Fireside Chat: CEO Strategies for Growth and Success

Moderator: Jack Cramer, Founder – Cramer & Associates

Panelists:

  • Chris Flint, President & CEO – ProEquities
  • Bridget McNamara-Fenesy, President & CEO – M Financial Group
  • Noel Stave, COO – Royal Bank of Canada
 

5:15 pm –
5:30 pm

 

Day 1 Recap and Closing

Jack Cramer, Cramer & Associates

 

6:30 pm –

7:00 pm

 

7:00 pm –

9:00 pm

Cocktails

 

 

Appreciation Dinner and Event

DAY III- Wednesday, April 25, 2018

7:00 am –
7:45 am

Continental Breakfast

8:00 am –

8:15 am

 

8:15 am –

8:45 am

Revisiting Day I, Highlights & Lessons Learned

Jack Cramer, Cramer & Associates

 

Docupace Annual Company Announcements and Audience Q&A

Mark Tapling, Board of Directors

Gold Sponsor Breakouts
8:55 am –

9:55 am

Breakout Session I

Docupace: Spring Version Release & Enhancements 

Richard Theony, Director of Product – Docupace

Larry Reiter, VP of Client Solutions – Docupace

Breakout Session II

Docupace: Service Management Solutions & Technology

Joel Friedman, EVP Delivery and Customer Care – Docupace

Diane Buckley-Altwies, Director PMO – Docupace

10:00 am –

10:55 am

Breakout Session III

Docupace: Security-Based Solutions and Best Practices

John Cunningham, CISO – Docupace

Sharon Ross, Director of Corporate Governance and Development – Docupace

Breakout Session IV

EBIX AnnuityNet, Capabilities and Alignment

Richard Hwang, AVP Sales & Strategy, Ebix

Richard Theony, Director of  Product – Docupace

 

10:55 am –
11:05 am

Networking Break

11:05 am –

12 noon

Partner Panel: Integrating Advisor Applications

 

Partners:

  • Mike Freeman, Investments & Products Executive – Due Diligence Works (DDW)
  • Pem Guerry, EVP –  SIGNiX
  • Dave Woltman, President – Caesar
12 noon –

12:30pm

Closing Remarks & Customer Awards

Michael Pinsker, Founder and CEO

12:45 pm –

1:45 pm

Lunch with Motivational Speaker

Bill Curry, Coach, Communicator, Educator, Motivator, and 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

Registration is now closed.

Please contact visionconference@docupace.com for additional information.

* 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

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