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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

Key:
I = Included Session
L = Launch Track
A = General Attendees

*Orion Advisor Services, LLC reserves the right to change the conference agenda

Key:
I = Included Session
L = Launch Track
A = General Attendees

*Orion Advisor Services, LLC reserves the right to change the conference agenda

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!