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Locations & Events

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In 2018, You Met Us in Miami--Now We're Coming to You!

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In 2019 Orion is teaming up with some of our amazing partners to bring you targeted platform training all across the country.  This year, you’ll have even more opportunities to discover how you can innovate, disrupt and win by taking part in personalized product training, building your local network and having some fun along the way.

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Launch Events

If you’ve just completed your Orion onboarding and are looking for a hands-on way to learn everything you need to thrive in your new portfolio management system, ask your onboarding manager about attending an upcoming Launch event at our headquarters in Omaha, Nebraska. We hope to see you there!

Who Should Attend: New Orion Users who’ve recently completed their critical onboarding steps.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

Orion Tech Lab

Sign up for an hour-long, one-on-one appointment with one of our Strategic Consultants or Trading Experts to get your Orion questions answered.  You’ll also get the chance to stick around for our afternoon group session, where we will take you through our 2019 Development Roadmap.

Who Should Attend: Orion users looking for specific hands-on insight to take back to their firm.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

Ascent on the Road & FUSE

By attending one of our upcoming Ascent events, you’ll have the opportunity to dive deeper into the details of our Development Roadmap and learn how you can build a best-in-class tech stack–without traveling too far from home.  Along the way, you’ll also find us hosting mini hackathons with our partners.

Who Should Attend: Any advisor looking to see how they can leverage Orion and take advantage of our key integration partners.[/vc_column_text][/vc_column][/vc_row][vc_row equal_height=”yes” content_placement=”top” css_animation=”fadeIn” disable_element=”yes” row_content_width=”grid” content_text_aligment=”center” enable_parallax_background_elements=”yes”][vc_column width=”1/4″ el_class=”agenda-card-info” css=”.vc_custom_1522183536272{background-color: #ffffff !important;}”]

New User

Get up to speed on how to use the Orion platform.

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Billing

Discover even more ways to streamline your billing processes.

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Trading

Learn how to change up your trading game.

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Performance

Be challenged to set new benchmarks in performance reporting.

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Reporting

Review ideas for insightful and informative reporting.

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Client Experience

Find out how to better meet client needs.

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Data

Hear ways you to make your data work for you.

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Integrations

Gain additional perspective on the power of integration.

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Schedule at a Glance

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Wednesday Thursday Friday Monday Tuesday Wednesday
6:00 AM
Registration & Breakfast
6:45 - 8:00
6:45 AM
7:00 AM
Breakfast
7:00 - 7:50
7:00 AM
BreakfastSparkle West

Registration & Breakfast
7:00 - 8:00
7:00 AM
Breakfast
7:00 - 7:50
7:00 AM
BreakfastSparkle West

Registration & Breakfast
7:00 - 8:00
7:00 AM
8:00 AM
Billy Beane
8:45 - 9:45
8:45 AM
Billy BeaneSparkle East
Kick Off & Welcome
8:00 - 8:30
8:00 AM
Presenters: Orion – TBD, MGP - TBD
Kick Off & WelcomeCharlotte A-D Exhibits in General Session Perimeter

Orion Roadmap
8:00 - 8:45
8:00 AM
Orion RoadmapSparkle East

Keynote Speaker
8:30 - 9:30
8:30 AM
Keynote SpeakerCharlotte A-D

Breakout Sessions
9:00 - 11:20
9:00 AM


Breakout Sessions
10:15 - 11:05
10:15 AM
  • MoneyGuidePro: Income Planning – Positioning Annuities, 1st Ward
  • MoneyGuidePro: Creating a 5-Minute Prospect Plan, 2nd Ward
  • MoneyGuidePro: Exploring MoneyGuide Solutions – One, Pro and Elite, 3rd & 4th Ward
  • Orion: Know the Basics
  • Orion: Reporting and Rebalancing: A Look At Model Construction And Reporting Options in Orion & Eclipse
  • Consult Room Open

Breakout Sessions
11:20 - 12:10
11:20 AM
  • MoneyGuidePro: Income Planning – Positioning Annuities, 1st Ward
  • MoneyGuidePro: Creating a 5-Minute Prospect Plan, 2nd Ward
  • MoneyGuidePro: What If Worksheet Tips, 3rd & 4th Ward
  • Orion: Talk Data to Me
  • Orion: Is Everyone Hanging Out with Me?: Unmanaged Assets in Orion
  • Consult Room Open

Lunch
11:30 - 12:30
11:30 AM
LunchSparkle West

Lunch
12:15 - 1:15
12:15 PM

Breakout Sessions
12:40 - 1:20
12:40 PM

Breakout Sessions
1:30 - 2:20
1:30 PM
  • MoneyGuidePro: Key Features for Engaging Clients, 1st Ward
  • MoneyGuidePro: Understanding and Presenting Results, 2nd Ward
  • MoneyGuidePro: Targeted Solutions Based on Client Needs, 3rd & 4th Ward
  • Orion: Let’s Build a Report
  • Orion: Don’t Panic, It’s just the SEC: The Keys to Surviving a Audit with our Compass Tool
  • Consult Room Open

Conference Acitivites
2:00 - 5:00
2:00 PM

Breakout Sessions
2:30 - 3:20
2:30 PM
  • MoneyGuidePro: Key Features for Engaging Clients, 1st Ward
  • MoneyGuidePro: Understanding and Presenting Results, 2nd Ward
  • MoneyGuidePro: Advanced Bucketing Strategies – Cash Reserve & Aspiration Buckets, 3rd & 4th Ward
  • Orion: Tell a Story with your Performance Reporting
  • Orion: All Together, Now: Advanced Grouping Options in Reporting, Insight – relating HHs, Client Portal & More!
  • Consult Room Open

Prospect Sessions
3:30 - 4:00
3:30 PM

Prospect Sessions
4:00 - 4:30
4:00 PM
Josh Brown
8:00 - 8:45
8:00 AM
Josh BrownSparkle East

Joint Client Panel
8:00 - 9:00
8:00 AM
Kick Off & Welcome
8:15 - 8:30
8:15 AM

Keynote Speaker
8:30 - 9:15
8:30 AM

Joint Client Panel
8:00 - 9:00
8:00 AM
9:00 AM
FUSE Presentations
9:00 - 11:00
9:00 AM
FUSE PresentationsSparkle East

Breakout Sessions
9:15 - 10:05
9:15 AM
  • MoneyGuidePro: Advanced Bucketing Strategies – Cash Reserve & Aspiration Buckets, 1st Ward
  • MoneyGuidePro: Customizing Asset Classes and Portfolio Models, 2nd Ward
  • MoneyGuidePro: Targeted Solutions Based on Client Needs, 3rd & 4th Ward
  • Orion: The Full Client Experience
  • Orion: An Integrated Client Experience: How our Integrations Power your Client Meetings and Portal
  • Consult Room Open

Breakout Sessions
10:15 - 11:05
10:15 AM
  • MoneyGuidePro: Key Features For Increasing AUM, 1st Ward
  • MoneyGuidePro: Understanding Social Security Analysis & Healthcare Costs, 2nd Ward
  • MoneyGuidePro: Exploring MoneyGuide Solutions – One, Pro and Elite, 3rd & 4th Ward
  • Orion: QE Success
  • Orion: Tax Loss Harvesting in Astro & Eclipse
  • Consult Room Open


Lunch
11:20 - 12:30
11:20 AM


Breakout Sessions
12:45 - 1:45
12:45 PM
  • MoneyGuidePro: College Planning – Best Practices with College Goals and Costs, 1st and 2nd Ward
  • MoneyGuidePro: What If Worksheet Tips, 3rd and 4th Ward
  • Orion: Your Data Dissection: How your Data Fuels the RMD Dashboard & Trends
  • Orion: Compliance Connection
  • Open Orion Consult Room
Breakout Sessions
9:15 - 10:05
9:15 AM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion Session, The Full Client Experience
  • Orion Session, An Integrated Client Experience: How our Integrations Power your Client Meetings and Portal
  • Open Orion Consult Room

Breakout Sessions
10:15 - 11:05
10:15 AM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion Session, QE Success
  • Orion Session, Tax Loss Harvesting in Astro & Eclipse
  • Open Orion Consult Room

Lunch
11:20 - 12:30
11:20 AM

Breakout Sessions
12:45 - 1:45
12:45 PM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion Session, Your Data Dissection: How your Data Fuels the RMD Dashboard & Trends
  • Orion Session, Compliance Connections
  • Open Orion Consult Room
10:00 AM
Breakout Sessions
10:00 - 12:20
10:00 AM


Breakout Sessions
1:20 - 2:50
1:20 PM
Breakout Sessions
10:00 - 10:50
10:00 AM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion: Know the Basics
  • Orion: Take it to the House: HH Level Rebalancing & Reporting
  • Open Orion Consult Room
11:00 AM
Breakout Sessions
11:00 - 11:50
11:00 AM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion: Talk Data to Me
  • Orion: Is Everyone Hanging Out with Me?: Unmanaged Assets in Orion
  • Open Orion Consult Room
12:00 PM
Lunch
12:00 - 1:15
12:00 PM

Breakout Sessions
1:30 - 2:15
1:30 PM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion: Let’s Build a Report
  • Orion: Don’t Panic, It’s just the SEC: The Keys to Surviving a Audit with our Compass Tool
  • Open Orion Consult Room

Breakout Sessions
2:30 - 3:20
2:30 PM
  • Redtail: (Check Back Soon!)
  • Redtail: (Check Back Soon!)
  • Orion: Tell a Story with your Performance Reporting
  • Orion: All Together, Now: Advanced Grouping Options in Reporting, Insight – relating HHs, Client Portal & More!
  • Open Orion Consult Room

Orion Roadmap
3:30 - 4:00
3:30 PM
1:00 PM
2:00 PM
Orion Roadmap
2:00 - 2:30
2:00 PM

MoneyGuidePro Roadmap
2:30 - 3:00
2:30 PM
Keynote/Conference Close
2:00 - 2:30
2:00 PM
3:00 PM
Dean Karnazes
3:00 - 3:50
3:00 PM
Dean KarnazesSparkle East
Keynote/Conference Close
3:00 - 3:30
3:00 PM
4:00 PM
Breakout Sessions
4:00 - 4:40
4:00 PM
Redtail Roadmap
4:00 - 4:30
4:00 PM
5:00 PM
Dinner on the Lawn
6:30 - 8:30
6:30 PM
6:00 PM
Dinner & Activity
6:00 - 9:00
6:00 PM

Dinner & Activity
6:00 - 9:00
6:00 PM
Dinner & ActivityCheck Back Soon!
7:00 PM
8:00 PM
9:00 PM

Wednesday

Thursday

Friday

Monday

Tuesday

No events available!
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