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 July 21)
$499 (July 22-August 12)
$599 (August 13-August 31)

Negotiated Hotel Pricing: $239/night + resort fee

View the Agenda

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

Welcome Reception (I)

Room: Aurora Ballroom D

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 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: Chris Downey 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

Friday

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 2020 GIPS or Non-GIPS Verification – Which is Right for your Firm with The Spaulding Group (A) Room: Valley 2 \| Speaker: Ashley Reeves
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

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Dates

Location

Cost

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 (I)

FUSE Session (I)

Breakout Sessions: Know the Basics (L and A)

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

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

TBD Orion Session (Hold for Marketing) (A)

Risks and Realities with Alianz Life (A)

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

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

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

TBD Orion Session (Hold for Marketing) (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)

TBD Orion Session (Hold for Marketing) (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)

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

Dinner (I)

Friday

Breakfast with Exhibitors (I)

Client Panel (I)

Breakout Sessions: The Full Client Experience (L and A)

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

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

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

Orion Consult Room (A)

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

Breakout Sessions: Compliance Connections (L and A)

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

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

Orion Consult Room (A)

Sponsor Speaking Session (Open) (A)

Orion Roadmap

Keynote

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:
The Full Client Experience (L and A)

Breakout Sessions:
QE Success (L and A)

Breakout Sessions:
Compliance Connections (L and A)