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Ascent in San Francisco

Dates

June 10-11th
2019

Location

Claremont Club & Spa
41 Tunnel Road
Berkeley, CA 94704

Cost

Registration Pricing: $399
Negotiated Hotel Pricing: $309/night +tax

Orion + Schwab + Riskalyze

As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services™ is dedicated to helping advisors achieve their business goals. For more than 30 years, we have supported firms of all types and sizes and earned the trust of more than 7,500 advisors with our custody, trading, and support services. Visit advisorservices.schwab.com.

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit riskalyze.com.

Keynote Speaker

Clara Shih

Clara Shih is Chief Executive Officer of Hearsay Social, a rapidly growing Silicon Valley technology company whose leading social marketing platform is used by large global brands including Farmers Insurance and 24 Hour Fitness to manage their corporate and local Facebook, Twitter, LinkedIn, and Google+ Pages.

Shih is a pioneer in the technology industry, as an engineer, celebrated author, thought leader and successful technology entrepreneur. Shih has been named one of FORTUNE’s Most Powerful Women Entrepreneurs of 2011, one of Fast Company’s Most Influential People in Technology, and one of Businessweek’s Top Young Entrepreneurs. She brings a wealth of experience from previous technology, product, and marketing positions at Google, Microsoft, and Salesforce.com.

In 2007, Shih developed the first business application on Facebook called Faceconnector, and subsequently authored The New York Times-featured bestseller, The Facebook Era: Tapping Social Networks to Market, Sell, and Innovate, which has been translated in nine languages and is used as a marketing textbook at Harvard Business School.

Orion + Schwab + Riskalyze Agenda

Key:
I = Included Session (all attendees)
A = General Attendees

7:00am
Registration Open (I)

Room: Empire/Claremont Foyer

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

Room: Claremont Ballroom

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

Room: Empire Ballroom | Speaker: Kyle Hiatt

8:30am – 9:30am
Keynote Speaker, Clara Shih – The Social Selling Revolution: How LinkedIn, Facebook and Twitter are Transforming How Advisors Acquire and Engage Clients (I)

Room: Empire Ballroom

9:30 – 10:00am
The Greatest Advice You’ve Never Heard, Aaron Klein, Riskalyze (I)

Room: Empire Ballroom | Speaker: Aaron Klein

10:00 – 10:30am
Joint Fuse Session with Schwab & Riskalyze (I)

Room: Empire Ballroom | Speaker: Michael Clark, Orion | Kartik Srinivasan, Schwab | Leah Bartell, Riskalyze

10:45am – 11:35am
Breakout Sessions (A):
Schwab Session – Digital Account Open

Room: Lanai | Speaker: William Pearson

Riskalyze Session – Riskalyze 101: Introduction to Riskalyze

Room: Alumni | Speakers: Josh Rugg & Matt Morris

Orion Session – Is Everyone Hanging Out Without Me?: Non-Standard Assets at Orion

Room: Rockridge A & B | Speaker: Dustin Carter

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

Room: Temescal  | Speaker: Adam Palmer

Orion Consult Room

Room: Claremont Ballroom

11:45am – 12:30pm
Lunch with United Capital – Helping Clients Live Richly (I)

Room: Empire Ballroom | Speaker: Clive Cholerton

12:45pm – 1:35pm
Breakout Sessions (A):
Schwab Session – Cybersecurity

Room: Lanai| Speaker: Patrick Hennessey

Riskalyze Session – Riskalyze 201: The Power of Risk Alignment

Room: Alumni  | Speaker: Christina Foster

Orion Session – Cover Your Basis: Setting Up a Cover Page in Report Builder 3.0

Room: Temescal  | Speaker: Adam Palmer

Orion Session – Tax Loss Harvesting in Astro & Eclipse

Room: Rockridge A & B | Speaker: Sean Hollingshead & Brian Barry

Orion Consult Room

Room: Claremont Ballroom

1:45pm – 2:35pm
Breakout Sessions (A):
Riskalyze Session – Riskalyze 301: Supercharge Your Marketing

Room: Alumni | Speaker: Matt Morris & Josh Rugg

Orion Session – Don’t Panic, It’s Just the SEC:  The Keys to Surviving an Audit with Our Compliance Tool

Room: Rockridge A & B | Speaker: Jacob Lindseth

Orion Session –  Change the Standard: Editing a Standard Element in Report Builder 3.0

Room: Temescal  | Speaker: Adam Palmer

Orion Consult Room

Room: Claremont Ballroom

2:45pm – 3:35pm
Breakout Sessions (A):
Riskalyze Session – Riskalyze 401: Building Better Portfolios

Room: Alumni | Speaker: Leah Bartell

Orion Session – All Together Now:  Advanced Grouping Options in Reporting, InsightClient Portal & More!

Room: Rockridge A & B | Speaker: Jace Nelson

Orion Session – A Piece of the Pie: Using Pie and Donut Charts in Report Builder 3.0

Room: Temescal | Speaker: Adam Palmer

Orion Consult Room

Room: Claremont Ballroom

3:45pm – 4:35pm
Breakout Sessions (A):
Orion Session – An Integrated Client Experience: How our Integrations Power your Client Meetings and Portal

Room: Rockridge A & B  | Speaker: Michael Clark

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

Room: Temescal  | Speaker: Adam Palmer

Orion Session – Regain Compliance Control with Orion’s Brand New Employee Trade Monitoring Tool

Room: Lanai  | Speaker: Sean Hollingshead

Orion Consult Room

Room: Claremont Ballroom

5:45pm – 9:00pm
Dinner and Private Yacht Cruise Through The Iconic San Francisco Bay (I)
8:00am – 8:50am
Breakfast with Exhibitors (I)

Room: Claremont Ballroom

9:00am – 10:00am
Client Panel (I)

Room: Empire Ballroom

10:15am – 11:05am
Breakout Sessions (A):
Orion Session – Your Data Dissection:  How your Data Fuels the RMD Dashboard & Trends

Room: Rockridge A & B | Speaker: Jace Nelson

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

Room: Temescal | Speaker: Adam Palmer

Schwab Session, Unlocking the Potential of Integration Between Orion and Schwab

Room: Lanai | Speakers: George Svagera and Kyle Watson

Orion Consult Room

Room: Claremont Ballroom

11:15am – 12:00pm
Lunch (I)

Room: Claremont Ballroom

12:15pm – 12:45pm
Riskalyze Roadmap (I)

Room: Empire Ballroom | Speaker: Matt Morris and Leah Bartell

12:45pm – 1:15pm
Schwab Roadmap (I)

Room: Empire Ballroom | Speaker: Kartik Srinivasan

1:15pm – 1:45pm
Orion Roadmap (I)

Room: Empire Ballroom | Speaker: Randy Lambert

1:45pm – 2:00pm
Closing Remarks (I)

Room: Empire Ballroom | Speaker: Kyle Hyatt

See You in San Francisco

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