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 (thru July 31)
$499 (August 1-August 16)
$599 (August 17-August 31)

Negotiated Hotel Pricing: $239/night + resort fee

View the Agenda

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
P = Prospect
I = Included Session

Wednesday


12:00pm – 5:00pm	Registration Open (I) Room: Aurora Ballroom Registration Desk
6:00pm – 7:00pm	Welcome Reception (I) Room: Aurora Ballroom A

Thursday

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	Rebrand Celebration Dinner (I) Room: Aurora Ballroom C & D

Friday

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

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Dates

Location

Cost

Keynote Speaker

Andy Stumpf

Orion Agenda

Wednesday

Registration Open (I)

Welcome Reception (I)

Thursday

Registration (I)

Breakfast with Exhibitors Sponsored by BizEquity (I)

Kick Off & Welcome (I)

Keynote Speaker, Andy Stumpf (I)

Your Next Gen Client Experience (I)

Breakout Sessions: Know the Basics (L and A)

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

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

Risks and Realities with Allianz Life (A)

Breakout Sessions: Talk Data to Me (L and A)

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

Preparing for the Competitive Landscape Through Financial Planning (A)

Lowering the Cost of Advice with BlackRock (A)

Lunch with Exhibitors (I)

Breakout Sessions: Let’s Build a Report (L and A)

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

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

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

Orion Consult Room (A)

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

Breakout Sessions: Tell A Story with your Performance Reporting (L and A)

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

Orion Consult Room (A)

Helping Clients Live Richly with United Capital (A)

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

Rebrand Celebration Dinner (I)

Friday

Breakfast with Exhibitors (I)

Client Panel (I)

Breakout Sessions: Eclipse and ASTRO Overview (L and A)

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

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

Orion Consult Room (A)

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

Breakout Sessions: QE Success (L and A)

Tax Loss Harvesting in Astro & Eclipse (A)

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

Orion Consult Room (A)

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

Lunch with Exhibitors (I)

Breakout Sessions: Compliance Connections (L and A)

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

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

Orion Consult Room (A)

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

Orion Roadmap

Conference Close

See You in Denver

Breakout Sessions:
Know the Basics (L and A)

Breakout Sessions:
Talk Data to Me (L and A)

Breakout Sessions:
Let’s Build a Report (L and A)

Breakout Sessions:
Tell A Story with your Performance Reporting (L and A)

Breakout Sessions:
Eclipse and ASTRO Overview (L and A)

Breakout Sessions:
QE Success (L and A)

Breakout Sessions:
Compliance Connections (L and A)