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 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

Conference Schedule

Golf Outing

Torrey Pines Golf Course and Lunch Sponsored by Quik

11:30 am - 3:15 pm
Advisory Board

Mark Taping, CEO at Docupace
Michael Pinsker, Founder & Chairman at Docupace
Kevin Laraia, EVP of Business Development at Docupace

3:30 pm - 5:15 pm
Opening Cocktail Reception

Host: Mark Taping, CEO at Docupace

6:30 pm - 7:30 pm
Continental Breakfast
7:00 am - 8:00 am
Welcome Keynote: The Future is Now

Speaker: Mark Tapling, CEO at Docupace

8:00 am - 8:30 am
Docupace Vision: Future is Now

Speaker: Michael Pinsker, Founder & Chairman at Docupace

8:30 am – 9:00 am
Keynote Speaker

Speaker: TBD

9:30 am – 10:15 am
Session I – Executive Track

Speaker: Joel Friedman, EVP of Delivery and Customer Care at Docupace

10:30 am - 11:15 am
Impact Investing

Speaker: Steve Distante, CEO of Vanderbilt Financial Group

11:30 am - 12:00 pm
Lunch - Platinum Partner Sponsor
12:15 pm - 1:00 pm
Docupace Product and Technology, “The Roadmap”

Speaker: Michael Pinsker, Founder & Chairman at Docupace

1:00 pm – 1:45 pm
Customer Showcase: NAO Advisor Concierge

Moderator: Neil D at Sigma

2:00 pm - 2:45 pm
Breakout Session 1 & 2 – Services and Security
3:00 pm – 3:45 pm
Day 1 Recap and Closing
4:00 pm – 4:15 pm
Dine Around

Attendees are invited to participate in our Dine Around event hosted by our sponsors. Groups of approximately 20 attendees will rotate through the restaurants in Little Italy neighborhood to experience a different dining course.

5:30 pm - 8:00 pm
Continental Breakfast
7:00 am - 8:00 am
Revisiting Day 1, Highlights & Lessons Learned
8:00 am - 8:45 am
Fireside Chat

Moderator: Chip Kispert, Founding Partner of Beacon Strategies

9:00 am - 10:00 am
Motivational Speaker

Speaker: Josh Sundquist

10:15 am – 11:30 am
11:45 am - 12:30 pm
Closing Remarks & Customer Awards
12:30 - 1:00 pm
Breakout Session 3 & 4 – Releases and Integrations
1:00 pm – 1:30 pm
Breakout Session 5 & 6 – Dynamic NAO and Best Practices
1:30 pm – 2:00 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)

Book Your Group Rate Now


If you have any questions about the conference, please contact:

Register Now