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18 SEPT 2017

ASCENT

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Agenda

8:00 am - 4:00 pm
Main Level - Front Desk

Registration Opens

12:30 - 1:30 pm
Herberger Ballroom

Conference Kickoff

Eric Clarke

2:00 - 5:00 pm

Exhibit Hall Open

1:45 - 2:15 pm

Session #1

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Orion Overview (Generalist Certification)

Learn the ins and outs of Orion navigation. Tips and tricks about navigating using filters, custom views, searching, maintain user app and more!

Room: Rainmakers C

 

Maintain your billing data for a seamless billing experience (Billing Expert)

Efficiently maintain your billing data and utilize the features of the Billing Audit App. Also learn how to create and structure new fee and payout schedules.

Room: Greenway A & B

 

The Power of integrating with the Orion API - Overview (Elective)

Orion is powered by the technology that makes it easy and powerful to integrate. Whether it is single sign on authentication, operational efficiencies, and a simple user experience, Orion can help provide these solutions through our integration technology, the Orion API, and our ongoing expert support.

Room: Kirkland

 

Products and Prices App (Elective)

Learn how to efficiently navigate the app to maintain Asset Classes and Prices for manually maintained products.

Room: Herberger 1

 

Eclipse Overview: Welcome to Portfolio-Level Rebalancing by Orion (Elective)

Learn about trading at the Portfolio level using tax-sensitive rebalancing logic with automated tax lot harvesting tools in Eclipse.

Room: Herberger 2

 

2:30 - 3:00 pm

Session #2

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Data Reconciliation (Generalist Certification)

Get a high level overview of how Orion aggregates and reconciles data.

Room: Rainmakers C

 

Generate Bills on Your Terms: Forecasting, Renewals, and New Money (Billing Expert)

Take advantage of the Bill Generator app and produce your bills in a matter of minutes.

Room: Greenway A & B

 

Interacting with the Orion API Part One - Implementing the Orion Prospect Portal with WordPress (Developer)

Work with Orion Developers as you learn how to most effectively implement the Orion Prospect Portal with WordPress.

Room: Kirkland

 

Personalizing Your Client's Experience Through Orion's Client Portal (Client Experience)

Learn how to create a personalized experience for your clients with the Orion Client Portal and see the ideal portal experience. Topics: Client Portal overview, Ideal Client Portal Experience

Room: Herberger 1

 

*Preferences: Customizing Eclipse to Your Client's Trading and Balancing Needs (Trading)

Learn about trading at the Household or Portfolio level using tax-sensitive rebalancing logic with automated tax lot harvesting tools in Eclipse, Orion's new stand-alone rebalance platform.

Room: Herberger 2

 

3:15 - 3:45 pm
Herberger Ballroom

Growing Your Firm Through Digital Marketing

Alex Murguia, Managing Principal of McLean Asset Management, and Jud Mackrill, Mineral Interactive CEO, will discuss how McLean is growing through digital marketing tools and the use of the Orion Prospect Portal.

4:00 - 4:30 pm

Session #3

Ascent Consultation Support

Room: Rainmakers A & B

 

Helping You Understand Your Client's Performance – An In-Depth Experience (Performance Expert)

Take a deep dive into common misconceptions and frequently asked performance questions.

Room: Rainmakers C

 

Orion Overview for Experienced Users (Elective)

Navigation tips and tricks…even for our most advanced users, including maintaining user rights.

Room: Greenway A & B

 

Interacting with the Orion API Part Two - Authentication (Developer)

Learn "hands-on" with the Orion API, reviewing many of the common authentication methods, workflows, and solutions. We will take a deep dive into the Orion Restful API providing experience making Calls and working with the Responses.

Room: Kirkland

 

Advisor in a Pocket: The Mobile Experience (Client Experience)

Learn about how to set up and promote your mobile experience with your clients--never be more than a thumb-press away.  Topics: Mobile App, Texts and Notifications, Deliver.

Room: Herberger 1

 

*Security Sets and Models: Creating Efficiencies Using Eclipse's Model Maintenance (Trading)

Learn about the new, multi-tiered modeling system in Eclipse, which will expand your range of options for product equivalence, substitutions, trade prioritization and tax loss by using security sets and multiple rebalance levels.

Room: Herberger 2

 

4:45 - 5:15 pm

Session #4

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Reporting (Generalist Certification)

High-level overview of Orion Reporting, including the most useful and commonly used apps: Report Batches, Trends, RMD Dashboard, QE Dashboard

Room: Rainmakers C

 

Payables and Fee Files…Go Deeper! (Billing Expert)

Drill down into your billing and learn how to identify, adjust, and prevent issues.

Room: Greenway A & B

 

Interface Reconciliation and New Accounts Center Apps (Elective)

We will show you how to get the most out of the Interface Reconciliation and New Accounts Center apps. You will also learn different ways to access transaction information across Orion.

Room: Kirkland

 

Killer Client Onboarding (Client Experience)

Get to know the ideal onboarding experience from lead generation to conversion using the upcoming Orion Prospect Portal, New Account Center, Quik Forms/DocuSign. Emphasize Quick Forms.

Room: Herberger 1

 

Orion's Integration Connection Center App (Elective)

Getting a tour of the Orion Integration Connection and Learning Center, you will find ways to discover and learn about Orion's many integrations. Learn more about what Orion is doing to help provide service and support to those integration partnership and how you can get the most out of your integration technology.

Room: Herberger 2

6:00 - 8:00 pm
Herberger Ballroom

General Conference Welcome Reception - Sponsored by MarketCounsel

6:00 - 7:00 am

Ascent 5K - Sponsored by RIA in a Box

Join us for a fun 5K run close to the hotel grounds.

7:00 - 7:45 am
Herberger B, 5

Breakfast Buffet

8:00 - 8:50 am
Herberger Ballroom

Keynote Speaker

True to its name, Ascent 2017 is highlighted by keynote speaker, Hilaree O’Neill. O’Neill is the first woman to summit Mt. Everest and its neighbor peak Lhotse (4th highest mountain in the world) in a 24-hour period. She is also a former World Extreme Ski Champion, an expedition leader, Ironman triathlete and ultramarathon runner. O’Neill is truly a modern day adventurer in every sense of the word.

9:00 - 9:30 am

Session #5

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Performance (Generalist Certification)

High-level overview of Orion Performance, including the most useful and commonly used apps.

Room: Rainmakers C

 

Quarter End Best Practices (Billing Expert, Reporting Expert)

This session will cover three tools you can use to streamline your Quarter End needs: Quarter End Dashboard, Report Batches, Bill Generator.

Room: Greenway A & B

 

Interacting with the Orion API Part Two - Client Portal Development (Developer)

In this class you will work with Orion developers to begin brainstorming and planning improvements to your Client Portal. Learn how you can use the Orion API and tools to enhance your own technology.

Room: Kirkland

 

Tax Center App: Take Control of Your Cost-Basis Data (Elective)

Learn how to leverage the Tax Center app to update and audit your cost basis data.

Room: Herberger 1

 

Engaging and Interactive Client Reviews (Client Experience)

Learn about the advisor tools that can help enhance your client experience and create a more unified conversation with your clients.  Topics:  Insight Dashboard, Goal Tracking, Engage, Report Builder Integration.

Room: Herberger 2

9:45 - 10:15 am

Session #6

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Billing (Generalist Certification)

High-level overview of Orion Billing, including the most useful and commonly used apps.

Room: Rainmakers C

 

The Art of Designing a Report (Reporting Expert)

Learn how to design an Orion report to have positive, highly-interactive meetings with your clients regarding their portfolios.

Room: Greenway A & B

 

Orion’s Rep Portal: Empowering Your Advisors

Leveraging Orion’s Rep Portal, you can build and deploy dashboards your advisors can use to support their books of business and individual clients more effectively. Dashboards can be built to support individual advisors as well as advisor teams.

Room: Kirkland

 

Performance Benchmarks and Risk Statistics (Performance Expert)

Learn how to build and assign your own custom benchmarks while using proven best practices.  Recommended pre-conference Ascent training: Building and Assigning Benchmarks Checkpoint.

Room: Herberger 1

 

*Portfolio Setup: Tailoring Portfolios to Your Client's Individual Needs (Trading)

Learn how to create and prepare portfolios for trading, including account-level cash set asides, assigning models, trading instructions, and more.

Room: Herberger 2

 

10:30 - 10:45 am
Herberger Ballroom

Changing the Way You Interact with Orion: Getting the Most Out of Orion Social

10:45 - 11:00 am
Herberger Ballroom

New Product Offering Announcement

Todd Clarke

Managing Director, National Accounts and Marketing

NorthStar Financial Services Group, LLC

11:15 - 11:45 am

Session #7

Ascent Consultation Group

Room: Rainmakers A & B

 

Data Query to Notifications

Using Data Queries to drive alert notifications and compliance checks.

Room: Rainmakers C

 

Corporate Action Dashboard--Improved Corporate Action Processing (Elective)

Get schooled on what Orion is doing to improve Corporate Action processing.

Room: Greenway A & B

 

Interacting with the Orion API - Part Three - Integrating Insight (Developer)

Work with Orion developers to integrate Insight most effectively.

Room: Kirkland

 

Composite 2.0... Using Orion's NextGen Composite App! (Performance Expert)

What is a Composite?  Why use a Composite? GIPS...what?

Room: Herberger 1

 

*Trade Tools: Make Life Easier with Eclipse's Efficient Rebalancing, Cash Needs and Tax-Loss Harvesting Tools (Trading Track)

Review the various trading tools available in Eclipse, including the Rebalancer, Cash Needs, Tax Harvesting and Global Trades.

Room: Herberger 2

 

12:00 - 12:45 pm

Lunch

1:00 - 1:30 pm

Session #8 - Integration Partners

Ascent Consultation Support

Consult with Orion Experts as you work to complete your Ascent Certification or if you need answers to your burning questions.

Room: Rainmakers A & B

 

AdvisoryWorld

Room: Rainmakers C

 

Supernova

Room: Greenway A & B

 

Junxure

Room: Kirkland

 

Riskalyze

Room: Herberger 1

 

CAIS Group

Room: Herberger 2

 

1:45 - 2:15 pm

Session #9

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Market Data (Generalist Certification)

High-level overview of Orion Market Data, including the most useful and commonly used apps: Tax Center, Products & Prices, Corporate Actions Dashboard.

Room: Rainmakers C

 

Gain INSIGHT to a More Productive Client Meeting (Reporting Expert)

Use the Insight app to take your client meetings to the next level! Learn Best Practices and create report templates with the help of an Orion Expert.

Room: Greenway A & B

 

The Value of Orion's Salesforce Integration (Elective)

Get to know how Orion integrates with Salesforce and learn best practices for managing your data between the platforms.

Room: Kirkland

 

Trending Up or Trending Down? Orion's Trends app will help you figure it out! (Elective)

Use the full power of our Trends app to track important aspects of your business.

Room: Herberger 1

 

Eclipse Use Cases: Discover How to Use Eclipse to Customize Workflows, Process Client Requests, Audit Settings, and More (Elective)

Learn about the various types of trading scenarios that Eclipse was designed to accommodate, including Tax Loss Harvesting, Cash Management at the household level, as well as full rebalancing with tax sensitivity.

Room: Herberger 2

 

2:25 - 2:45 pm

Integration Partner Bonus Session

Everplans

Room: Rainmakers C

 

FutureVault

Room: Greenway A & B

 

HiddenLevers

Room: Kirkland

 

BlackRock

Room: Herberger 1

 

Salesforce

Room: Herberger 2

 

3:00 pm

Activities-Networking-Fun

Orion Ascent is about more than training; we’re also here to have fun. We have four planned activities scheduled for day two so you can select the one that’s right for you!

TopGolf

Topgolf is the premier entertainment and event venue with fun point-scoring golf games for all skill levels, upscale bar food and drinks, great music and more! Score points by hitting balls (assigned to you using microchip technology) into any target. The closer to the center and the farther the distance you hit the ball, the more points you earn.

 

Walking Food Tour

A Taste of Old Town Scottsdale is a walking food and historical tour activity that opens your mind and palette with tales full of rich history- one taste at a time. Join us to sample great food and sip fine wine as we travel through time to some of the same streets that have been stomped on by the cowboys of the early 1900s frontier. We will guide you through Old Town Scottsdale from past to present and discover how it has grown throughout the years and why it is still one of the most popular and tasty tourist destinations in the U.S.

 

Brewery Tour

Hop aboard the vehicle for a brewery tour with a knowledgeable local beer guide. On this tour you will sample some of the best beers Arizona has to offer at three local breweries, each accompanied by a variety of appetizers. Even those people who are not yet craft beer aficionados find an Arizona Brewery Tour to be great fun and a good tour of the Phoenix area. Not to mention, most people love great food and drink in a superior atmosphere!

 

Desert Hike

Nature lovers and exercise enthusiasts will enjoy a scenic hike through unique desert wilderness. A knowledgeable guide will direct the hiking tours towards spectacular views.

7:00 - 7:45 am
Herberger B, 5

Breakfast Buffett

8:00 - 8:45 am
Herberger Ballroom

General Session

Dan Bernstein

Chief Regulatory Counsel at MarketCounsel

9:00 - 9:30 am

Session #10

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Quarter End Processes (Generalist Certification)

This session will introduce you to three tools you can use to streamline your Quarter End needs: Quarter End Dashboard, Report Batches, and Bill Generator.

Room: Rainmakers C

 

RMD Dashboard App (Reporting Expert)

Not exciting, but necessary. Make sure your clients’ accounts are meeting their Required Minimum Distributions, those distributions taken from retirement accounts based on a formula. This app can help make sense of it all.

Room: Greenway A & B

 

Orion and TD Ameritrade Veo One Integrations (Elective)

Learn about how you can combine Orion and the TDA Veo platform in multiple ways to access your client data and the tools you use on a daily basis in multiple exciting ways.

Room: Kirkland

 

Compliance - Round Table Discussion (Elective)

Round table discussion led by Orion's Kylee Beach on everything compliance.

Room: Herberger 1

 

Getting the Most Out of Performance Through Reports, Imports and Queries (Performance Expert)

We’ll cover the top Reports, Imports, and Data Queries for Composites and Performance, in addition to looking at how you can use Insight and Trends.

Room: Herberger 2

 

9:45 - 10:15 am

Session #11

Ascent Consultation Support

Room: Rainmakers A & B

 

New User: Integrations (Generalist Certification)

High-level overview of Orion Integrations outlining the potential options available on the Orion Platform.

Room: Rainmakers C

 

Creating the Ideal Reporting Experience (Reporting Expert)

Different clients have different needs. Review the various Reporting options within Orion to help meet these needs.

Room: Greenway A & B

 

Account Composer: Heldaway Assets and Manually Maintained Accounts (Elective)

Leverage Orion's new Account Composer app and  learn how to efficiently maintain your ByAll and Quovo accounts.

Room: Kirkland

 

Billing Round Table Discussion - Technology Roadmap

Where are we going?  What's in development for Orion Billing?  Get answers to those questions at this session.

Room: Herberger 1

 

Trade Review and Execution: Scale Your Trade Analysis with Eclipse's In-Depth, Customizable Trade Review Process (Trading)

Review and Practice using the Tactical Trades tool to review generated orders according to the model assigned to that portfolio; then learn the order processing workflow using FIX trading or custodial models.

Room: Herberger 2

10:30 - 11:00 am

Session #12

Ascent Consultation Support

Room: Rainmakers A & B

 

Getting the Most Out of Your Orion Integrations (Elective)

How to get the most out of integrations by building a comprehensive but focused technology platform.

Room: Rainmakers C

 

Orion Communities (Elective)

Room: Greenway A & B

 

Performance Round Table Discussion - Technology Roadmap

What's next for Orion Performance?  How are the new developments going to help improve your business?

Room: Kirkland

 

Data Reconciliation Round Table Discussion - Technology Roadmap

What's the plan for Orion Data Reconciliation…and how does it impact your firm?  Attend this session to learn what's next.

Room: Herberger 1

 

Transitioning from TOM to Eclipse (Elective)

Review the steps you need to take in Orion Connect to prepare your data and accounts to be synced to Eclipse, including identifying teams, customizing asset classes, in addition to preparing accounts and households to sync to Eclipse as portfolios.

Room: Herberger 2

 

11:30 am - 12:30 pm

Celebration/Recognition of Accomplishment for Attendees

Drawings will occur for a series of significant prizes-Must be present to win.

11:30 am - 12:45 pm

Boxed Lunch Available