Docupace Announces Speakers and Agenda for Annual Docupace Vision 2019 Client Conference

This year’s conference program will focus on the theme, “The Future is Now”

LOS ANGELES — April 11, 2019 — Docupace, a data-driven digital operations platform designed to meet the specific business needs of broker-dealers, RIAs, and insurance organizations, today announced its speakers and agenda for its 2019 annual client conference, Docupace Vision, from April 23-25, 2019 at the Hilton San Diego Bayfront in San Diego, CA.

The invite-only and all-inclusive conference provides a unique opportunity to collaborate with 150+ executives, technology experts, and industry thought leaders across the financial and wealth management industry.

“Our annual Vision conference is a unique event where industry leaders in the broker dealer and insurance segments, along with industry thought leaders come together to meet with peers to discuss best practices and techniques they can use to improve and grow their businesses,” said Mark Tapling, CEO, Docupace. “This year’s theme of ‘The Future is Now’ enables us to review advances over the past year, and look ahead at the major technological, regulatory, and economic changes that are bound to have an impact on the wealth management industry. Our group can then work together to brainstorm strategies that will enable us to help our customers overcome the challenges they are likely to face in the next few years.”

Following Mark’s keynote there will also be a keynote presentation from Docupace Founder & Chairman of the Board, Michael Pinsker at 8:30 a.m. PT. The keynote titled, “Digital Transformation – A Look Back from Year 2025” will include a look back at the founding of Docupace and what Michael envisions for the company going forward.

Additional conference highlights include:

  • Impact Investing Keynote: Steve Distante, CEO, Vanderbilt Financial Group
  • Customer Showcase: RBC: Noel Stave, COO, RBC Correspondent Services & RBC Advisor Services
  • Customer Showcase: Athene: Randy Epright, EVP & Chief Information Officer, Athene Holding Ltd.
  • Client Expansion Panel:
    • Chris Kelm, Vice President Operations, Lincoln Investment
    • Bryan Stilwell, Director, Investment Services New Business, COUNTRY Financial
    • Tim Ryder, SVP Operations, Equity Services, Inc.
    • Mary Kate Van Sickle, Director of Broker Dealer Operations, Allstate Financial Services, LLC
  • A Day in the Life of a CEO Panel:
    • Bridget McNamera, CEO and President, M Financial Group
    • Chris Flint, CEO and President, ProEquities
    • Bryan Stilwell, Director, Investment Services New Business, COUNTRY Financial
  • One More Thing, One More Time “1MT1MT” Inspirational Keynote:
    • Josh Sundquist, Motivational Speaker, Paralympian, Best-Selling Author, Comedian


To view the agenda or request an invite for this year’s conference, visit: For media inquiries regarding this press announcement, or to speak to a Docupace spokesperson, please contact:

About Docupace

Founded in 2002 and based in Los Angeles, Docupace is a data-driven digital operations platform designed specifically for the wealth management community, including broker-dealers, RIAs, and insurance organizations. As a digital front-to-back office platform, Docupace offers a suite of tools delivered in a modular fashion that enables customers to choose the capabilities that deliver the most value to a customer’s operation. Docupace SEC and FINRA compliant workflow solutions in combination with its document management, client onboarding, advisor transitions, and cybersecurity solutions enable a broad set of capabilities to enhance profits for their customers. For additional information, visit

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