What You’ll Do

Join us at Vision 2019, Docupace’s annual client conference, for a unique opportunity to:

Collaborate

Collaborate with other leading executives

Perspective

Gain fresh perspectives

Ideas

Be presented with new ideas

Challenges

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 Visibility

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 Relationships

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)
TBD
Opening Cocktail Reception
7:00 pm - 9:00 pm
Continental Breakfast
7:00 am - 7:45 am
Welcome from the Docupace Family!
8:00 am - 8:30 am
Industry Keynote Speaker
8:30 am – 9:30 am
Session I – Executive Track
9:35 am – 10:35 am
Networking Break
10:35 am – 10:50 am
Docupace Product and Technology, “The Roadmap”
10:50 am – 11:50 am
Lunch – Platinum Partner Sponsor
12:00 noon – 12:45 pm
Session II – Executive Track
1:00 pm – 1:45 pm
Advisor Transitions – A Case Study
1:50 pm – 2:45 pm
Networking Break
2:45 pm – 3:00 pm
Session III – Executive Track
3:00 pm – 4:00 pm
Break
4:00pm – 4:10 pm
Docupace Talks – Fireside Chat
4:10 pm – 5:10 pm
Day 1 Recap and Closing
5:15 pm – 5:30 pm
Continental Breakfast
7:00 am - 7:45 am
Revisiting Day I, Highlights & Lessons Learned
8:00 am – 8:15 am
Docupace Annual Company Announcements and Audience Q&A
8:15 am – 8:45 am
Gold Sponsor Breakouts - Session I & II
8:55 am – 9:55 am
Gold Sponsor Breakouts - Session III & IV
10:00 am – 10:55 am
Networking Break
10:55 am – 11:05 am
Partner Panel
11:05 am – 12 noon
Closing Remarks & Customer Awards
12 noon – 12:30pm
Lunch with Motivational Speaker
12:45 pm – 1:45 pm

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)

Questions?

If you have any questions about the conference, please contact:
visionconference@docupace.com

Register Now