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.
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
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
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
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
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” |
| 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:
|
| 10:35 am – 10:50 am |
Networking Break |
| 10:50 am –
11:50 am |
Docupace Product and Technology, “Advisor First – The Roadmap”
Speakers:
|
| 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:
|
| 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:
|
|
5:15 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:
|
| 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.
QUESTIONS
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
All activities and meetings will be held at the Gaylord Opryland Resort & Convention Center
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
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:
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.
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: