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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

$399 Early Bird (through June 20)
$499 (June 21-July 21)
$599 (July 22-August 31)

Negotiated Hotel Pricing: $239/night + resort fee

Orion Agenda

Key:

A = Attendee
P = Prospect
I = Included Session

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

Room: Aurora Ballroom Registration Desk

6:00pm
Welcome Reception (I)

Room: Aurora Ballroom D

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 D

8:00am – 8:30am
Kick Off & Welcome (I)

Room: Aurora Ballroom D | Speaker: Eric Clarke

8:30am – 9:30am
Keynote Speaker (I)

Room: Aurora Ballroom B | Speaker: TBD

9:30am – 10:00am
FUSE Session (I)

Room: Aurora Ballroom B

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

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

Is Everyone Hanging Out with Me?  Non-Standard Assets at Orion (A)

Room: Crest 5 | Speaker: Dustin Carter

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

Room: Crest 4 | Speaker: TBD

TBD Orion Session (Hold for Marketing) (A)

Room: Valley 3 | Speaker: TBD

Risks and Realities with Alianz Life (A)

Room: Valley 2 | Speaker: TBD

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

Room: Crest 3 | Speakers: Michaela Reggio

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

Room: Crest 5 | Speaker: Sean Hollingshead

Cover Your Basis: Setting Up A Cover Page in Report Builder 3.0 (A)

Room: Crest 4 | Speaker: TBD

TBD Orion Session (Hold for Marketing) (A)

Room: Valley 3 | Speaker: TBD

Lowering the Cost of Advice with BlackRock (A)

Room: Valley 2 | Speaker: Andre Freyre

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

Room: Aurora Ballroom D

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: TBD

TBD Orion Session (Hold for Marketing) (A)

Room: Valley 3 | Speaker: TBD

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, Jorge Hollander, and TBD

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

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

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

Room: Crest 5 | Speaker: Adam Palmer

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

Room: Crest 4 | Speaker: TBD

Orion Consult Room (A)

Room: Crest 1-2

Helping Clients Live Richly with United Capital (A)

Room: Valley 2 | Speakers: Clive Cholerton

6:00pm
Dinner (I)

Room: Aurora Ballroom C

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

Room: Aurora Ballroom D

8:00am – 9:00am
Client Panel (I)

Room: Aurora Ballroom B | Panelists: TBD

9:15am – 10:05am
Breakout Sessions:
The Full Client Experience (L and A)

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

An Integrated Client Experience: How Our Integrations Power your Client Meetings and Portal (A)

Room: Crest 5 | Speaker: Jeff Kliewer

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

Room: Crest 4 | Speaker: TBD

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: Ray Shirley and Shaun Kardell

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

Sponsor Speaking Session (Open) (A)

Room: Valley 2 | Speakers: TBD

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

Room: Crest 3 | Speakers: Windell Austin

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

Room: Crest 5 | Speaker: Adam Palmer

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

Room: Crest 4 | Speaker: TBD

Orion Consult Room (A)

Room: Crest 1-2

Sponsor Speaking Session (Open) (A)

Room: Valley 2 | Speakers: TBD

2:00pm – 3:00pm
Orion Roadmap

Room: Aurora Ballroom B | Speakers: TBD

3:00pm – 4:00pm
Keynote

Room: Aurora Ballroom B | Speakers: TBD

4:00pm – 4:15pm
Conference Close

Room: Aurora Ballroom B | Speakers: TBD

See You in Denver

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