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.

Conference Sponsors

Gold Sponsor
Silver Sponsor

Conference Schedule

Golf at Torrey Pines

Torrey Pines Golf Course and Lunch Sponsored by Quik!

8:00 am - 3:00 pm
Opening Cocktail Client & Partner Reception

Sponsored by Ebix Event Registration

6:30 - 8:30 pm
Breakfast – Sponsored by Vestmark
7:30 am - 8:00 am
Keynote: CEO Address – The Future is Now

Mark Tapling | CEO, Docupace

8:00 am - 8:30 am
Keynote: Digital Transformation – A Look Back From Year 2025

Michael Pinsker | Founder & Chairman of the Board, Docupace

8:30 am – 9:00 am
Keynote: The Singularity... What Is It and Why Should You Care?

Bill Bachrach | Industry Thought-Leader

9:00 am - 9:45 am
Sponsor Spotlight

RBC Correspondent Services | Noel Stave, COO
Quik! | Richard Walker, CEO
Ebix | Richard Hwang, AVP Sales & Strategy

9:45 am - 10:00 am
Panel: Customer Expansion

Kevin Laraia | EVP, Enterprise Sales Director
Chris Kelm | VP Operations, Lincoln Investment Planning
Tim Ryder | SVP Operations, Equity Services, Inc
Bryan Stilwell | Director, Investment Services Administration, COUNTRY Financial
Mary Kate Van Sickle | Director of Broker Dealer Operations, Allstate Financial Services

10:00 am - 10:45 am
Sponsor Spotlight

Dimension Data | Steve Blain, Senior Client Manager
Vestmark | Wayne Gilpin, SVP Global Partners
Entreda | Sid Yenamandra, CEO

10:45 am - 11:00 am
Keynote: Impact Investing

Speaker: Steve Distante | CEO, Vanderbilt Financial Group

11:00 am - 11:45 pm
Sponsor Spotlight

Signix | Steve Johnson, Business Development Executive

BDO | Josh Ayers, Partner

WalkMe | EJ Tague, VP of ISV & Alliances

11:45 pm - 12:00 pm
Lunch

Sponsored by Dimension Data

12:00 pm - 1:00 pm
Docupace Product Roadmap

Speaker: Ron Wallis | CTO, Docupace

Richard Thoeny | VP Product Management, Docupace

1:00 pm – 1:45 pm
Sponsor Spotlight

Docusign | Ginger Lemon, Director of Business Development

Security Snapshot | Jay Peters, President

Envision Financial Systems | Kelly Lynch, Business Development

1:45 pm - 2:00 pm
Docupace Customer Showcase

Chip Kispert | Beacon Strategies

Noel Stave | COO, RBC Correspondent Services

Randy Epright | EVP, Chief Information Officer, Athene

2:00 pm - 3:00 pm
Breakout: Trouble Transitioning Advisors?

Joel Friedman | EVP, Delivery & Customer Care, Docupace

Kevin Johannesen “KJ” | VP, Product Strategy, Docupace

Andrew Claussen | Transition Assistant Team Manager, Docupace

3:10 pm – 3:55 pm
Breakout: Docupace Security and Technology Update

John Cunningham | CIO & CISO, Docupace

3:10 pm – 3:55 pm
Breakout: Rethink The Way You Do Business – Create a Simple Unified Experience For Advisors and Investors with Dynamic Starting Point

Ron Wallis | CTO, Docupace

Matt Fields | Director, Engineering Development

4:05 - 4:50
Breakout: Allstate – A Case Study on Creating a Seamless Advisor Experience

Richard Thoeny | VP, Product Strategy, Docupace

Richard Hwang | AVP Sales & Strategy, Ebix

Mary Kate Van Sickel | Director of Broker Dealer Operations, Allstate

John Hyde | President, CapitalRock

4:05 - 4:50
Day One Recap and Closing
4:50 pm – 5:15 pm
Partner Networking Happy Hour

Host: Paige Johnson | Director Strategic Alliances, Docupace

5:15 pm - 6:15 pm
Breakfast – Sponsored by Docusign
7:30 am - 8:00 am
Day Two Kickoff Highlights & Docupace Client Recognition Awards
8:00 am - 8:45 am
Sponsor Spotlight

BNY Mellon|Pershing | Mike Yasin, Vice President

CapitalRock | Connor Thomas, Business Development

8:45 am - 9:00 am
Panel: Day In The Life Of A CEO

Moderator: Mark Tapling, CEO-Docupace

Panelists:
Bridgette McNamara, President & CEO, M Holdings Securities

Christopher Flint, President & CEO, ProEquities

Bryan Stilwell | Director, Investment Services Administration, COUNTRY Financial

9:00 am - 9:45 am
Networking Break
9:45 am - 10:00 am
One More Thing, One More Time “1MT1MT”

Josh Sundquist | Motivational Speaker, Paralympian, Best-Selling Author, Comedian

10:00 am – 11:15 am
Breakout: Docupace Innovation Lab - Influencing The Product Roadmap

Richard Thoeny | VP of Product Management, Docupace

11:25 pm - 12:10 pm
Breakout: The Gray Space – Cybersecurity

Chip Kispert | CEO, Beacon Strategies

Sid Yenamandra | CEO, Entreda

Jay Peters | Director, Security Snapshot

11:25 pm - 12:10 pm
Farewell Wrap Up
12:15 pm - 12:30 pm
Lunch – Sponsored by SIGNiX
12:30 am - 1:00 pm

About the Speakers

Josh Sundquist Motivational Speaker, Bestselling Author
Bill Bachrach Industry Thought-Leader
Mark Tapling CEO, Docupace
Michael Pinsker Founder & Chairman of the Board, Docupace
Ron Wallis CTO, Docupace
John Paul Cunningham CIO & CISO, Docupace
James Caulkins CRO, Docupace
Joel Friedman EVP of Delivery and Customer Care, Docupace
Kevin Laraia EVP, Enterprise Sales Director
Steve Distante CEO, Vanderbilt Financial Group
Randy Epright EVP & Chief Information Officer, Athene Holding Ltd.
Noel Stave COO, RBC Correspondent Services & RBC Advisor Services
Chip Kispert CEO, Beacon Strategies, LLC

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)

Book Your Group Rate Now

Questions?

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