About the Conference
Docupace’s Annual Client Conference, which consists of Broker-Dealers and RIAs, is an intimate invite only event with a unique opportunity to collaborate with 150+ leading executives, gain fresh perspectives, and resolve more industry challenges. The conference brings together technology, regulatory, and security professionals looking to learn and collaborate.
What You’ll Do
Join us at Vision 2019, Docupace’s annual client conference, for a unique opportunity to:
Collaborate with other leading executives
Gain fresh perspectives
Be presented with new ideas
Tackle industry challenges affecting your business
Docupace Vision Sponsorship
As a sponsor, you’ll have the opportunity to meet face-to-face with decision makers from the industry’s top broker-dealer and RIA firms.
Increase your visibility to Broker-Dealers and RIA decision makers who are loyal to Docupace.
Enhance Brand Awareness
Enhance your brand awareness to top executives from Docupace’s customers.
Generate new relationships, increase sales leads, and form new business partnerships.
Collaborate & Partner
Access to 100+ legacy and new Docupace customers for effective collaboration and partnership positioning.
Tentative Conference Schedule
Golf Outing (including lunch)
Opening Cocktail Reception
Welcome from the Docupace Family!
Industry Keynote Speaker
Session I – Executive Track
Docupace Product and Technology, “The Roadmap”
Lunch – Platinum Partner Sponsor
Session II – Executive Track
Advisor Transitions – A Case Study
Session III – Executive Track
Docupace Talks – Fireside Chat
Day 1 Recap and Closing
Revisiting Day I, Highlights & Lessons Learned
Docupace Annual Company Announcements and Audience Q&A
Gold Sponsor Breakouts - Session I & II
Gold Sponsor Breakouts - Session III & IV
Closing Remarks & Customer Awards
Lunch with Motivational Speaker
About the Location
VISION 2019 will be held at the four-star Hilton San Diego Bayfront hotel. This place is the real deal — located right on the San Diego Bay and just steps from the Gaslamp Quarter, San Diego’s food and nightlife paradise. You might even be able to see the Padres playing at Petco Park from your hotel window! (The Seattle Mariners will be in town during VISION 2019)