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Denver

Dates

September 4-6th
2019

Location

The Gaylord Rockies Resort & Convention Center
6700 North Gaylord Rockies Boulevard
Aurora, Colorado 80019

Cost

$599 

Negotiated Hotel Pricing: $239/night + resort fee

Keynote Speaker

Andy Stumpf

Andy was born and raised in Northern California. From the age of 11 he knew that he wanted to become a Navy SEAL, and it became the single driving force in his life. He enlisted in the Navy while still a Junior in high school, entering military service in 1996. After completing boot camp he began the most grueling training program in the US Military – Basic Underwater Demolition/SEAL, known as BUD/s. Nearly 90% of all candidates are unsuccessful completing the six month program. Andy graduated and began his SEAL career attached to SEAL Team Five, in Coronado California.

Throughout his 17-year career, Andy executed hundreds of combat operations throughout the world in support of the Global War on Terror. He was medically retired in June of 2013. His awards and decorations include 5 Bronze Star Medals (Four with Valor), the Purple Heart, the Joint Service Commendation Medal, The Navy and Marine Corp Commendation Medal with Valor, Three Navy and Marine Corp Achievement Medals, Two Combat Action Ribbons, and the presidential Unit Citation.

Although no longer wearing a uniform, Andy continues to fight for the SEAL community, and their families. In 2015 he set two World Records after jumping from 36,500 feet and flying over 18 miles in a wingsuit in an effort to raise 1 Million Dollars for the Navy SEAL Foundation. Andy is a sponsored skydiver and BASE jumper, constantly traveling the world creating content for his sponsors.

Orion Agenda

Key:

A = Attendee

L = Launch

I = Included Session

12:00pm – 5:00pm
Registration Open (I)

Room: Aurora Ballroom Registration Desk

6:00pm – 7:00pm
Welcome Reception (I)

Room: Aurora Ballroom A

7:00am – 8:00am
Registration (I)

Room: Aurora Ballroom Registration Desk

7:00am – 8:00am
Breakfast with Exhibitors Sponsored by BizEquity (I)

Room: Aurora Ballroom A

8:00am – 8:15am
Kick Off & Welcome (I)

Room: Aurora Ballroom B | Speaker: Eric Clarke

8:15am – 9:15am
Keynote Speaker, Andy Stumpf (I)

Room: Aurora Ballroom B | Speaker: Andy Stumpf

9:15am – 10:00am
Your Next Gen Client Experience (I)

Room: Aurora Ballroom B | Speakers: Hussain Zaidi and Valerie Koehler

10:15am – 11:05am
Breakout Sessions:
Know the Basics (L and A)

Room: Crest 3 | Speakers: Valerie Koehler & Adrienne Fasse

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

Room: Crest 5 | Speaker: Dustin Carter

A Whole New World: General Navigation and Cover Pages for Report Builder 3.0 (A)

Room: Crest 4 | Speaker: Haley Knapp

Risks and Realities with Allianz Life (A)

Room: Valley 2 | Speaker: Greg Goin

11:20am – 12:10pm
Breakout Sessions:
Talk Data to Me (L and A)

Room: Crest 3 | Speakers: Chris Downey

Regain Compliance Control with Orion’s Brand-New Employee Trade Monitoring Tool (A)

Room: Crest 5 | Speaker: Sean Hollingshead

Preparing for the Competitive Landscape Through Financial Planning (A)

Room: Valley 3 | Speaker: Hussain Zaidi

Lowering the Cost of Advice with BlackRock (A)

Room: Valley 2 | Speaker: Andre Freyer

12:15pm – 1:15pm
Lunch with Exhibitors (I)

Room: Aurora Ballroom A

1:30pm – 2:20pm
Breakout Sessions:
Let’s Build a Report (L and A)

Room: Crest 3 | Speakers: Valerie Koehler & Adrienne Fasse

Don’t Panic, It’s Just the SEC: The keys to Surviving an Audit with our Compliance Tool (A)

Room: Crest 5 | Speaker: Jacob Lindseth

Change the Standard: Editing a Standard Element in Report Builder 3.0 (A)

Room: Crest 4 | Speaker: Haley Knapp

Personalized Portfolios Minus the Effort: The Mark of a Better Model Marketplace (A)

Room: Valley 3 | Speaker: Stephen Straw and Joe Wethington

Orion Consult Room (A)

Room: Crest 1-2

Why and How Orion Moved to Fully Digital-First Communication with Glia (A)

Room: Valley 2 | Speakers: Justin DiPietro and Jorge Hollander

2:30pm – 3:20pm
Breakout Sessions:
Tell A Story with your Performance Reporting (L and A)

Room: Crest 3 | Speakers: Valerie Koehler & Adrienne Fasse

A Piece of the Pie: Using Pie and Donut Charts in Report Builder 3.0 (A)

Room: Crest 4 | Speaker: Haley Knapp

Orion Consult Room (A)

Room: Crest 1-2

Helping Clients Live Richly with United Capital (A)

Room: Valley 2 | Speakers: Clive Cholerton

How I Grew My Advisory Practice while Creating a National RIA with Brookstone Capital Management (A)

Room: Valley 3 | Speaker: Dean Zayed

6:00pm
Orion’s 20th Anniversary Celebration (I)

Room: Aurora Ballroom C & D

7:00am – 7:50am
Breakfast with Exhibitors (I)

Room: Aurora Ballroom A

8:00am – 9:00am
Client Panel (I)

Room: Aurora Ballroom B | Panelists: Jennifer Burton, Deanna Hutchinson, Angie Lockwood, and Barbara Lippie

9:15am – 10:05am
Breakout Sessions:
Eclipse and ASTRO Overview (L and A)

Room: Crest 3 | Speakers: Sean Hollingshead and Brian Barry

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

Room: Crest 4 | Speaker: Haley Knapp

All Together Now: Advanced Grouping Options in Reporting, Insight, Client Portal & More! (A)

Room: Crest 5 | Speaker: Adam Palmer

Orion Consult Room (A)

Room: Crest 1-2

How to Capture the $13.1 Trillion Opportunity with BizEquity (A)

Room: Valley 2 | Speakers: Jason Early and Mike Gola

10:15am – 11:05am
Breakout Sessions:
QE Success (L and A)

Room: Crest 3 | Speakers: Valerie Koehler & Adrienne Fasse

Tax Loss Harvesting in Astro & Eclipse (A)

Room: Crest 5 | Speaker: Sean Hollingshead and Brian Barry

Setting It All Up: Creating Custom Data Sources in Report Builder 3.0 (A)

Room: Crest 4 | Speaker: Haley Knapp

Orion Consult Room (A)

Room: Crest 1-2

2020 GIPS or Non-GIPS Verification – Which is Right for your Firm with The Spaulding Group (A)

Room: Valley 2 | Speaker: Ashley Reeves

11:20am – 12:30am
Lunch with Exhibitors (I)

Room: Aurora Ballroom A

12:45pm – 1:45pm
Breakout Sessions:
Compliance Connections (L and A)

Room: Crest 3 | Speakers: Jacob Lindseth

Your Data Dissection: How Your Data Fuels the RMD Dashboard & Trends (A)

Room: Crest 5 | Speaker: Adam Palmer

Regain Compliance Control with Orion’s Brand-New Employee Trade Monitoring Tool (A)

Room: Crest 4 | Speaker: Sean Hollingshead

Orion Consult Room (A)

Room: Crest 1-2

Between the Sheets…The Power of Print with Quantum Group (A)

Room: Valley 2 | Speaker: Alan Darling

2:00pm – 3:00pm
Orion Roadmap

Room: Aurora Ballroom B | Speakers: Randy Lambert

3:00pm – 3:15pm
Conference Close

Room: Aurora Ballroom B | Speakers: Randy Lambert

See You in Denver

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