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18 SEPT 2017

ASCENT

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CONFERENCE EXPERT

The Conference Expert Learning Paths (Billing, Reporting, Performance) include courses required for Orion Expert Certification. If you are interested in earning two certifications, Billing/Reporting or Billing/Performance are your “combo” options, due to the schedule layout.

Expert Track – Reporting

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

The Art of Designing a Report
Learn how to design an Orion report to have positive, highly-interactive meetings with your clients regarding their portfolios.

Gain INSIGHT to a More Productive Client Meeting
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.

RMD Dashboard App
Hold the phone! Let’s make sure your clients “lose” the correct amount of money; their Required Minimum Distributions.

Creating the Ideal Reporting Experience
Different clients have different requirements.  Review top sub-reports and parameters to meet the needs of each client.

 

Expert Track – Performance

Helping You Understand Your Client’s Performance– An In-Depth Experience
Take a deep dive into common misconceptions and frequently asked performance questions.

Performance Benchmarks and Risk Statistics
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.

Composite 2.0… Using Orion’s NextGen Composite App!
What is a Composite?  Why use a Composite?  GIPS…what?

Getting the Most Out of Performance Through Reports, Imports and Queries
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.

 

Expert Track – Billing

Maintain your billing data for a seamless billing experience
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.

Generate Bills on Your Terms: Forecasting, Renewals, and New Money
Take advantage of the Bill Generator app and produce your bills in a matter of minutes.

Payables and Fee Files…Go Deeper!
Drill down into your billing and learn how to identify, adjust, and prevent issues.

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