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Ascent in Boston

Dates

August 7-8th
2019

Location

Boston Marriott Copley Place
110 Huntington Avenue
Boston, Massachusetts 02116

Negotiated Hotel Pricing: $289/night SOLD OUT

Neighboring Hotels: The Westin Copley Place, The Colonnade, Copley Square Hotel

REGISTRATION SOLD OUT

Orion | Fidelity

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Visit Fidelity Clearing & Custody Solutions to learn more.

Keynote Speaker

HOW TO BE MORE INNOVATIVE (AND PREDICT THE FUTURE)

What does it take to bring more innovative thinking into your organization? It is easy to think of innovation as a big ambitious and unreachable goal. We live in a business culture that celebrates innovation and creativity, but too often this priority is pushed to outside groups or feels too big to tackle. How can any team learn the right skills to anticipate and win the future by being more innovative every day? This keynote has the answer.

Rohit Bhargava

Rohit Bhargava is an innovation and marketing expert, skilled facilitator, and keynote speaker. After a successful 15-year career as a brand and marketing strategist at two of the largest agencies in the world (Ogilvy and Leo Burnett), Rohit became an entrepreneur and has since started three companies. He is the Wall Street Journal bestselling author of five books on topics as wide ranging as the future of business and building a brand with personality and has delivered sold out keynote presentations and workshops to business leaders in 32 countries. He has shared his insights at dozens of large organizations including Intel, Under Armour, Disney, JP Morgan Chase, LinkedIn, American Express, BP, the World Bank, NASA, Coca-Cola and many others.

Outside of his consulting work, Rohit also teaches his very popular signature course on storytelling and marketing at Georgetown University in Washington DC and has been invited to deliver guest lectures at many other prestigious schools including Stanford and Wharton. For the past 14 years Rohit has also been writing his personal “Influential Marketing Blog” which has been featured in global media and named one of the top 25 marketing blogs in the world by AdAge magazine. He is also regularly interviewed and featured as an expert commentator in global media including Harvard Business Review, The Guardian, and NPR.

Orion | Fidelity Agenda

Key:
A = Attendee
L = Launch (Orion new user)
P = Prospect
I = Included

7:00am – 5:00pm
Registration Open (I)

Room: Salon E Foyer

7:00am – 8:00am
Breakfast Buffet (I)

Room: Salon F

8:00am – 8:30am
Welcome (I)

Room: Salon E | Speaker: Kyle Hiatt

8:30am – 9:15am
Keynote Speaker – How to be more Innovative (and Predict the Future) – (I)

Room: Salon E | Speaker: Rohit Bhargava

9:15am – 9:45am
FUSE Presentation with Orion and Fidelity (I)

Room: Salon E | Speakers: Jeff Kliewer and Mark Simonelli

9:45am – 10:00am
Break (I)
10:00am – 10:45am
Client Panel (I)

Room: Salon E | Moderator: Tricia Haskins | Speakers: Chad Onufrechuk, Joseph Hosler, and Jennifer Street

10:45am – 11:45pm
Cybersecurity (I)

Room: Salon E | Speaker: Patricia Denno

11:45pm – 12:45pm
Lunch (I)

Room: Salon F

1:00pm – 5:00pm
Consult Room Open

Room: Salon A

1:00pm – 1:45pm
Breakout Sessions:
Orion Session – Know the Basics (L and A)

Room: Salon E | Speakers: Valerie Koehler & Adrienne Fasse

Orion Session – Is Everyone Hanging Out Without Me?  Non-Standard Assets at Orion (A)

Room: Salon C | Speaker: Michaela Reggio

Orion Session – A Whole New World: General Navigation for Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

Fidelity Session – Bitcoin Blockchain and Beyond (A)

Room: Salon D| Speaker: Raghav Chawla

2:00pm – 2:45pm
Breakout Sessions:
Orion Session – Talk Data to Me (L and A)

Room: Salon E | Speaker: Dustin Carter

Orion Session – Don’t Panic!  It’s Just The SEC:  The Keys to Surviving an Audit with our Compass Tool (A)

Room: Salon C | Speaker: Kris Heig

Orion Session – Cover You Basis: Setting Up A Cover Page in Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

Fidelity Session – Wealthscape / Integration Xchange/AMP (A)

Room: Salon D | Speaker: Michael Porco

3:00pm – 3:45pm
Breakout Sessions:
Orion Session – Let’s Build a Report (L and A)

Room: Salon E | Speakers: Valerie Koehler & Adrienne Fasse

Orion Session – All Together Now, Advanced Grouping Options in Reporting, Insight, Client Portal and More! (A)

Room: Salon C | Speaker: Haley Knapp

Orion Session – Change the Standard Element in Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

Fidelity Session – Emerging Interfaces are Virtually Everywhere (A)

Room: Salon D | Speaker: Adam Schouela

4:00pm – 4:45pm
Breakout Sessions:
Orion Session – Tell a Story with you Performance Reporting (L and A)

Room: Salon E | Speakers: Valerie Koehler & Adrienne Fasse

Orion Session – A Piece of the Pie and Donut Charts in Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

FTJ Session – Personalized Portfolios Minus the Effort: The Mark of a Better Model Marketplace

Room: Salon C | Speakers: Stephen Straw and Joe Wethington

6:00pm
Transportation Departs to Fenway Park (I)
7:10pm
Networking Activity: Red Sox vs. Royals Baseball Game (I)
7:00am – 2:30pm
Registration Open (I)

Room: Salon E Foyer

7:00am – 7:50am
Breakfast (I)

Room: Salon F

8:00am – 8:50am
Akoya – Consumer Permissioned Data Delivery Platform Overview (I)

Room: Salon E | Speaker: Ted Anastasi and Betsy Eisenberg

9:00am – 12:00pm
Consult Room Open

Room: Salon A

9:00am – 9:45am
Breakout Sessions:
Orion Session – The Full Client Experience: Insight, Client Portal, Co-Browse, and More! (L and A)

Room: Salon E | Speakers: Valerie Koehler & Adrienne Fasse

Orion Session – An Integrated Client Experience:  How our Integrations Power your Client Meetings and Portal (A)

Room: Salon E | Speaker: Jeff Kliewer

Orion Session – Group Together:  Setting up a Grouping Table in Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

Orion Session – Articulating Your Value Through A  Next Gen Client Experience (L and A)

Room: Salon E | Speaker: Hussain Zaidi

Fidelity Session – Model Portfolios: Putting Asset Managers and Technology To Work For You (A)

Room: Salon D | Speaker: Matthew Hamilton

10:00am – 10:45am
Breakout Sessions:
Orion Session – QE Success (L and A)

Room: Salon E | Speakers: Valerie Koehler & Adrienne Fasse

Orion Session – Tax Loss Harvesting in ASTRO & Eclipse (A)

Room: Salon C | Speakers: Jared Jollensten & Chris Romano

Orion Session – Setting it All Up:  Creating Custom Data Sources in Report Builder 3.0 (A)

Room: Salon B | Speaker: Jace Nelson

Fidelity Session – Beyond Your Website:  Optimizing Your Online Presence to Generate Leads, Presented by eMoney (A)

Room: Salon D | Speaker: T.J. Hill

11:00am – 11:45am
Breakout Sessions:
Orion Session – Compliance Connections (L and A)

Room: Salon E | Speaker: Windell Austin

Orion Session – Your Data Dissection:  How Your Data Fuels the RMD Dashboard and Trends (A)

Room: Salon C | Speaker: Haley Knapp

Fidelity Session – Examples of Excellence:  How to Elevate the Client Experience (A)

Room: Salon D | Speaker: Michael McElroy

12:00pm – 12:45pm
Lunch (I)

Room: Salon F

1:00pm – 1:30pm
Fidelity Roadmap Presentation (I)

Room: Salon E | Speaker: Matthew Brooks

1:30pm – 2:00pm
Orion Roadmap Presentation (I)

Room: Salon E | Speaker: Randy Lambert

2:00pm – 2:15pm
Closing Comments (I)

Room: Salon E | Speaker: Kyle Hiatt

See You in Boston

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