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
Silver Sponsor

Conference Schedule

Golf Outing

Torrey Pines Golf Course and Lunch Sponsored by Quik!

8:00 am - 2:00 pm
Advisory Board

Mark Tapling, CEO-Docupace
Michael Pinsker, Founder & Chairman-Docupace
David Ballard, President and COO-Docupace
Kevin Laraia, EVP Enterprise Sales Director -Docupace

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

Host: Mark Tapling, CEO-Docupace

6:30 pm - 8:30 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 20/20

Speaker: Michael Pinsker, Founder & Chairman-Docupace

8:30 am – 9:00 am
Keynote Speaker

Speaker: TBD

9:30 am – 10:15 am
Customer Expansion Panel

Moderator: David Ballard, President and COO -Docupace

Chris Kelm, President-Kelm Financial Services

Bryan Stilwell, CEO BD, Director Broker/Dealer and Fixed Annuity Services -Country Financial

10:30 am - 11:15 am
Impact Investing

Speaker: Steve Distante, CEO-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: Ron Wallis, CTO-Docupace

1:00 pm – 1:45 pm
Customer Showcase

RBC: Noel Stave, COO-RBC Correspondent Services & RBC Advisor Services

Athene: Randy Epright, EVP, Chief Information Officer

2:00 pm - 2:45 pm
Breakout Session 1 Transition Assistant

Are you recruiting Advisors? Onboard the clients with Transition Assistance
* Transition Assistant Typical Project
* Transition Assistant Advisor Process
* Value

3:00 pm – 3:45 pm
Breakout Session 2 Security and Technology Update

A presentation and open Q&A forum with Docupace’s CIO and CISO
* Security and Technology Investments
and Changes
* Risk and Threat assessments and
* 2019 and beyond

3:00 pm – 3:45 pm
Day 1 Recap and Closing
4:00 pm – 4:15 pm
Partner Networking Event

Host: Paige Johnson, Director Strategic Alliances- Docupace

4:15 pm - 5:15 pm
Continental Breakfast
7:00 am - 8:00 am
Day 1 Review, Highlights & Lessons Learned
8:00 am - 8:45 am
Panel Discussion

Moderator: Mark Tapling, CEO-Docupace

Bridgette McNamara, CEO- M Financial Investment Advisers

Christopher Flint, President & CEO- ProEquities

9:00 am - 10:00 am
Motivational Speaker

Speaker: Josh Sundquist
Josh is a Paralympian and bestselling author who's life story is a reminder of how all our stories are interconnected, how even our smallest actions and decisions impact the world around us.

10:15 am – 11:30 am
11:30 am - 12:00 pm
Closing Remarks & Customer Awards
12:00 - 12:30 pm
Breakout Session 3 Ebix (AnnuityNet)

Speaker: Richard Hwang, AVP Sales and Strategy

Ebix (AnnuityNet) Introduced in 1998, AnnuityNet is EbixExchange's first-to-market, order-entry platform for annuity transactions. Carriers post their annuity products and associated product rules & forms on the platform where they are incorporated into a Web-based application process and a suitable questionnaire. Currently, AnnuityNet features over 1,600 annuity products from nearly 40 insurance carriers. AnnuityNet supports fixed & variable annuities, immediate, and equity-indexed annuities.

12:30 pm – 1:15 pm
Breakout Session 4 Entreda

Speaker: Sid Yenamandra CEO & Co-founder

Entreda developed its award-winning Cyber Risk Number platform, Unify, to help regulated industries monitor and protect client information and assets with the highest standards of security. Entreda's senior leadership team has over 100 years of combined experience in cybersecurity technology and 40 years of combined experience in the financial services (RIAs and Broker Dealers) and Healthcare industries.

12:30 pm – 1:15 pm
Breakout Session 5 Data Analytics & Alternative Investments (AI)
1:15 pm – 2:00 pm
Breakout Session 6 Product Enhancements
1:15 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:

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