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Ascent Meets Redtail in Atlanta

Dates

March 11-12th

Location

The Westin Peach Tree Plaza
210 Peachtree St NW
Atlanta, GA

Cost

Registration Pricing: $399
Negotiated Hotel Pricing:
$209/night +tax

Our first Ascent on the Road stop of 2019 is to Atlanta, Georgia! We’re teaming up with Redtail Technology to offer a packed agenda with insights about how to leverage both our technologies when it comes to putting an emphasis on client experience in the new year.

Redtail Technology

Redtail Technology Logo

Redtail is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

In addition to accessing Orion Connect directly with the platform, Redtail also integrates with Orion’s Household and Account data, keeping balances up to date.  This integration adds efficiencies to your firm by enabling you to access your data where you need it, and bringing Orion functionality within Redtail for ease of use when you are interacting with your client records.

Keynote Speaker

Terry Jones

Founder of Travelocity.com, Chairman of Kayak.com, and Chief Information Officer at American Airlines/Sabre

Terry Jones is known for being on the cutting edge of innovation and change. As founder of Travelocity.com, chairman of Kayak.com, and Chief Information Officer at American Airlines/Sabre, Terry has a proven track record of leading companies whose innovations have changed an industry. For the last five years through his consulting practice, as a board member and as a venture capitalist, Terry has been helping companies use the tools and techniques he’s developed to keep up with this rapidly changing world.

In his session, “The Business of Innovation,” Terry offers real world examples drawn from his extensive experience with innovation in companies large and small and will discuss ways to do more with less, create a culture of innovation, listen in new ways and experiment and be ok with failure.

Dinner & Activity

Celebrate Your Firm’s Win at the Mercedes Benz Stadium

Join us the evening of March 11th at the Mercedes Benz Stadium—home of the Atlanta Falcons! The evening will begin at 6:00 p.m., followed by a stadium tour and photo op time on the field.

Orion + Redtail Agenda

7:00 AM  -  8:00 AM
Breakfast and Exhibts (I)
Augusta B-D
Breakfast will be served in Augusta A-D.
 Optional 
7:00 AM  -  8:00 AM
Registration (I)
Augusta Ballroom Foyer
Please stop by the event registration desk in the Savannah Ballroom Foyer for your conference materials.
 Optional 
8:00 AM  -  8:30 AM
Kick Off & Welcome (I)
Savannah Ballroom
Grab a seat in the Savannah Ballroom as we kick off the event!
 Optional 
8:30 AM  -  9:30 AM
Keynote Speaker, Terry Jones, The Business of Innovation (I)
Savannah Ballroom
The business of innovation explains real world innovation. This is not an academic exercise but a keynote filled with real world examples drawn from Terry's long experience with innovation in companies large and small.
Speakers:
 Optional 
9:30 AM  -  10:00 AM
Joint Fuse Session Orion/Redtail (I)
Savannah Ballroom
Orion and Redtail will present in the Savannah Ballroom.
 Optional 
10:15 AM  -  11:05 AM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
10:15 AM  -  11:05 AM
Orion Session, A Whole New World: General Navigation for Report Builder 3.0 (A)
Augusta A
Now that Report Builder 3.0 has arrived, the ability to customize reports has never been so available. Learn how to navigate through Report Builder 3.0 and begin to familiarize with the terminology being used.
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Is Everyone Hanging Out without Me? Non-Standard Assets in Orion (A)
Augusta G
Heldaway, Alternative and Legacy positions, oh my! How do you account for these tricky assets in terms of reporting, performance and trading? We will walk you through the options of bringing these positions onto Orion and then take you step by step through the process of excluding these assets from various parts of the system.
Speakers:
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Know the Basics (L)
Augusta F

Orion Set Up, Firm Profile, Portfolio Audit. Learn how to effectively navigate and utilize the Firm Profile and Manage User app.

  • Introducing the foundation apps: Firm Profile, Manage Users, Portfolio Audit
  • Creating user roles, understanding what those roles entail
  • Get familiarized with Options available
  • Leveraging Orion's support staff through chat, Salemove, email, Support and Ascent training
 Optional 
10:15 AM  -  11:05 AM
Redtail Session, Client Segmentation (A)
Savannah A
Without Client Segmentation, your CRM is just a really nice, detailed rolodex and calendar. Join this session to learn some of the best practices that offices utilize to divide their contacts in Redtail for grouping, marketing, and more.
Speakers:
 Optional 
10:15 AM  -  11:05 AM
Redtail Session, Intro to Redtail CRM (A)
Augusta E
A CRM is the beating heart of your financial practice, designed to help you manage your relationships with your contacts. Be it note taking, activity management, contact segmentation, Redtail CRM is here to help you make your easier! Join this session to learn all about Redtail CRM and how it can help you work smarter where you want!
Speakers:
 Optional 
11:20 AM  -  12:10 PM
Consult Room(A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
11:20 AM  -  12:10 PM
Orion Session, Cover Your Basis: Setting Up a Cover Page in Report Builder 3.0 (A)
Augusta A
Start your reports off on the right foot with a clean and pristine cover page. Learn about the new cover page tool within Report Builder 3.0 and the different functionalities, such as the use of dynamic data points and images, and how these can be utilized to create a unique cover page.
 Optional 
11:20 AM  -  12:10 PM
Orion Session, Talk Data to Me (L)
Augusta F

New Accounts Center & Data Reconciliation. Keep data healthy! Learn about data aggregation, the Interface Reconciliation app and advisors keeping their data clean using the New Accounts Center.

  • Explain how data comes into the Orion platform.
  • How the Interface Reconciliation app will give advisors more control over their data and tracking daily completion.
  • Highlight integration partners related to new account opening process.
  • Best Practices on handling new business once data flows into Orion.
 Optional 
11:20 AM  -  12:10 PM
Redtail Session, History in Redtail (A)
Savannah A
What you get out of your CRM is entirely dependent on what you put in. Join us to see how Notes, Activities, and Reminders all help users build out a thorough and useful history that can be used to look forwards or backwards in time!
Speakers:
 Optional 
11:20 AM  -  12:10 PM
Redtail Session, Workflows - Conceptualizing (A)
Augusta E
Redtail Workflows are one of the most powerful tools in your CRM. Join this session with our Redtail Trainers as we discuss the best approaches to whiteboarding and conceptualizing your processes.
Speakers:
 Optional 
12:15 PM  -  1:15 PM
Lunch and Exhibts (I)
Augusta B-D
Stop by Augusta A-D for lunch!
 Optional 
1:30 PM  -  2:20 PM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
1:30 PM  -  2:20 PM
Orion Session, Change the Standard: Editing a Standard Element in Report Builder 3.0 (A)
Augusta A
In Report Builder 3.0, there are a number of great standard elements to give you the tools to create the report of your dreams. Learn how to take those standard elements and turn them into a unique layout that is specific to just your firm.
 Optional 
1:30 PM  -  2:20 PM
Orion Session, Don't Panic, It's just the SEC: Keys to Surviving an Audit with Our Compass Tool (A)
Augusta G
No need to worry when those auditors come a-knockin. In this course, we will walk you through a real-life example of the audit process within our compass app and give you loads of helpful tips and tricks to prepare for the fateful day when they show up at your door.
Speakers:
 Optional 
1:30 PM  -  2:20 PM
Orion Session, Let's Build a Report (L)
Augusta F

Start with Asset Classifications (P&P) and then move onto building a basic allocation report.

  • Build a foundation to reporting by ensuring asset classifications have been assigned.
  • Step through the basics of report customization with an allocation report tutorial.
 Optional 
1:30 PM  -  2:20 PM
Redtail Session, Prospecting (A)
Savannah A
One of the biggest needs of a Financial Professional is to grow their practice. While retention is certainly easier, prospecting is equally important in growth! Join us as we talk about how to tackle Client Prospecting using Workflows, Opportunities, Database Lists, and more!
Speakers:
 Optional 
1:30 PM  -  2:20 PM
Redtail Session, Workflows – Building and Executing (A)
Augusta E
When building Workflows, there are a lot of little details that could be missed if you’re not fully prepared! This session is all about the major components of a Workflow and how to use them all to make the best version of your process in Redtail CRM.
Speakers:
 Optional 
2:30 PM  -  3:20 PM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
2:30 PM  -  3:20 PM
Orion Session, A Piece of the Pie: Using Pie and Donut Charts in Report Builder 3.0 (A)
Augusta A
Learn how to use pie and donut charts, along with pairing the charts with a grouping table and updating the entity level that is being shown in Report Builder 3.0.
 Optional 
2:30 PM  -  3:20 PM
Orion Session, All Together, Now: Advanced Grouping in Reporting, Insight & Client Portal & More (A
Augusta G
Need to group accounts together for reporting and performance purposes but not exactly sure how to do so? This is the course for you! We will take you through all of our advanced grouping options (including our new feature, Portfolio Groups) and show you how you can display them in reports, Insight and the Client Portal.
Speakers:
 Optional 
2:30 PM  -  3:20 PM
Orion Session, Tell a Story with your Performance Reporting (L)
Augusta F

Performance Methods + Telling your story in a report + Composites.

  • Calculation basics: TWR, IRR, Simple
  • Find out how to leverage performance info to better illustrate the value the advisor brings to their clients.
  • Brief introduction to Composites and the value they bring to the firm.
 Optional 
2:30 PM  -  3:20 PM
Redtail Session, Client Events (A)
Savannah A
In today’s world of technology, building a unique, memorable client experience is what puts you above the others! This session will be focused on providing fun, engaging client events to build your relationships using Seminars, Customization, and more.
Speakers:
 Optional 
2:30 PM  -  3:20 PM
Redtail Session, Client Segmentation (A)
Augusta E
Without Client Segmentation, your CRM is just a really nice, detailed rolodex and calendar. Join this session to learn some of the best practices that offices utilize to divide their contacts in Redtail for grouping, marketing, and more.
Speakers:
 Optional 
5:30 PM  -  6:00 PM
Transportation to Mercedes Benz Stadium (I)
Hotel Lobby
Busses will leave promptly at 5:30 to depart to the stadium.
6:00 PM  -  9:00 PM
A Night At Mercedes Benz Stadium (I)
Didn't attend the Super Bowl in person? Not to worry, this is your chance to visit Mercedes Benz Stadium have dinner, tour the stadium and pose for selfies on the field!
 Optional 
7:00 AM  -  7:50 AM
Breakfast and Exhibits (I)
Augusta B-D
Stop by Augusta A-D for breakfast!
 Optional 
8:00 AM  -  9:00 AM
Joint Client Panel (I)
Savannah Ballroom
 Optional 
9:15 AM  -  10:05 AM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
9:15 AM  -  10:05 AM
Orion Session, Group Together: Setting up a Grouping Table in Report Builder 3.0 (A)
Augusta A
Find out how the Grouping Table element within Report Builder 3.0 can be used to provide a dynamic and powerful tool to help tell your client's story. Learn how to update groupings, add and remove columns and rows, and learn about some of the different @ tags that can be applied.
 Optional 
9:15 AM  -  10:05 AM
Orion Session, Integrated Client Experience: How our Integrations Power Client Meetings & Portal (A)
Augusta G
From Financial Planning to Document Storage to Risk Profiling and more, learn how you can leverage our powerful integrations to give your client an unforgettable experience inside of the Orion Client Portal, Insight, Reports and more!
 Optional 
9:15 AM  -  10:05 AM
Orion Session, The Full Client Experience (L)
Augusta F

A glimpse into the possibilities of your client experience touching on Insight, Client Portal, co-browsing, virtual meeting and Engage.

  • Leverage technology and virtual options while advisors/ clients travel. Orion will show you how!
  • Gone are the days of paper reports. Use Insight to illustrate your story in a dynamic manor.
 Optional 
9:15 AM  -  10:05 AM
Redtail Session, All About Redtail Speak (A)
Augusta E
Texting is one of the most common forms of communication in the world, and yet financial professionals are often limited in how they can or cannot reach out via smartphones. Redtail is proud to offer one of the first compliant client texting solutions in the industry! Come learn more about how Redtail Speak can improve the communication between your office and your clients!
Speakers:
 Optional 
9:15 AM  -  10:05 AM
Redtail Session, Workflows - Conceptualizing (A)
Savannah A
Redtail Workflows are one of the most powerful tools in your CRM. Join this session with our Redtail Trainers as we discuss the best approaches to whiteboarding and conceptualizing your processes.
Speakers:
 Optional 
10:15 AM  -  11:05 AM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
10:15 AM  -  11:05 AM
Orion Session, QE Success (L)
Augusta F

Sail through your Quarter End with Orion's QE Dashboard, Report Batches and Bill Generator Tools.

  • Outline the process steps needed to make monthly/ QE billing a success.
  • Demonstrate how QE Dash provides structure, transparency and accountability for a successful and streamlined quarter end.
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Tax Loss Harvesting in Astro & Eclipse Trading (A)
Augusta G
Learn how you can harness the powerful combination of ASTRO and Eclipse Trading to offset gains and add tax alpha to your client’s portfolios.
 Optional 
10:15 AM  -  11:05 AM
Redtail Session, Client Appreciation (A)
Augusta E
It’s said that the cost of attracting a new client is five times that of retaining an existing one. With that being said, what are you doing to reward client loyalty and show appreciation? Join this session to focus all that love on your existing, wonderful clients by using Customization, Reporting, and Relationships in Redtail CRM.
Speakers:
 Optional 
10:15 AM  -  11:05 AM
Redtail Session, Workflows – Building and Executing (A)
Savannah A
When building Workflows, there are a lot of little details that could be missed if you’re not fully prepared! This session is all about the major components of a Workflow and how to use them all to make the best version of your process in Redtail CRM.
Speakers:
 Optional 
11:20 AM  -  12:30 PM
Lunch and Exhibts (I)
Augusta B-D
Stop by Augusta A-D for lunch!
 Optional 
12:45 PM  -  1:45 PM
Consult Room (A)
Augusta H
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Augusta E. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
12:45 PM  -  1:45 PM
Orion Session, Compliance Connections (L)
Augusta G

Categorizing Your Assets, Reports & Workflows in Compass.

  • Compass app gives advisors the tools to prepare for a regulatory exam, conduct client verifications, and design their compliance and supervision programs in a way that compliments their business.
 Optional 
12:45 PM  -  1:45 PM
Orion Session, Setting it All Up: Creating Custom Data Sources in Report Builder 3.0 (A)
Augusta A
In this workshop, learn how to create custom data points and buckets in Report Builder 3.0, such as creating a custom activity bucket or a custom date range.
 Optional 
12:45 PM  -  1:45 PM
Orion Session, Your Data Dissection: How your Data Fuels the RMD Dashboard & Trends (A)
Augusta F
Take a deep dive into your data and how you can make it work for you in both our RMD Dashboard and Trends Apps. We’ll talk about the data we can receive from the custodian and what you can update en masse in our system- make your data work for you!
Speakers:
 Optional 
12:45 PM  -  1:45 PM
Redtail Session, History in Redtail (A)
Savannah A
What you get out of your CRM is entirely dependent on what you put in. Join us to see how Notes, Activities, and Reminders all help users build out a thorough and useful history that can be used to look forwards or backwards in time!
Speakers:
 Optional 
12:45 PM  -  1:45 PM
Redtail Session, Prospecting, (A)
Augusta E
One of the biggest needs of a Financial Professional is to grow their practice. While retention is certainly easier, prospecting is equally important in growth! Join us as we talk about how to tackle Client Prospecting using Workflows, Opportunities, Database Lists, and more!
Speakers:
 Optional 
2:00 PM  -  2:30 PM
Orion Roadmap (I)
Savannah Ballroom
 Optional 
2:30 PM  -  3:00 PM
Redtail Roadmap (I)
Savannah Ballroom
 Optional 
3:00 PM  -  3:30 PM
Keynote/Conference Close (I)
Savannah Ballroom
 Optional 

Hotel Information

The Westin
Peach Tree Plaza

210 Peachtree St NW
Atlanta, GA 30303
Get Directions

Negotiated Hotel Pricing: $209/night +tax

See You in Atlanta

Make 2019 the year you commit to innovate, disrupt and win!