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April 2015

OBS University 2015

April 28 - April 30
The Cosmopolitan of Las Vegas,
3708 Las Vegas Boulevard South , Las Vegas, NV 89109 United States
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Join us in fabulous Las Vegas for OBS University 2015! Take advantage of the opportunity to learn about new tools and enhanced resources available to help you grow your business. We built this workshop to include specialized sessions that benefit your institution’s growth and development. Engage and share best practices with your peers while enjoying a little bit of Las Vegas!

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Integration Spotlight: Using Vestorly to Connect with Clients

April 28 @ 1:00 pm - 1:30 pm

Join Orion and Vestorly for a webinar about how advisors’ clients are able to see a visually compelling collection of content within the Orion portal and how advisors can automate fresh content from Vestorly directly into the portal.

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May 2015

NAAIM Uncommon Knowledge 2015

May 3 - May 6
Newport Beach Marriott,
900 Newport Center Drive, Newport Beach, CA 92660 United States
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Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder hat this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice. Do you have a strategy, model or signal that you would like to present to companies who are looking for new management strategies and/or managers? NAAIM’s agenda committee is currently planning the NAAIM Showcase (formerly NAAIM Shark Tank), and will be announcing more information about this unique event which was introduced to conference attendees in 2014.

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Integration Spotlight: Jemstep’s Online Client Enrollment and Engagement Platform

May 5 @ 1:00 pm - 1:30 pm

Join our May 5 event with Jemstep.

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May 2015 Tech Lab

May 6 - May 7
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Register for the May 2015 Tech Lab in Omaha, Neb.

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eMoney Advisor Summit 2015

May 6 - May 8
Omni La Costa Resort and Spa,
2100 COSTA DEL MAR ROAD, Carlsbad, CA 92009 United States
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Integration Spotlight: Jemstep’s Online Client Enrollment and Engagement Platform

May 7 @ 1:00 pm - 1:30 pm

Join our May 7 event with Jemstep.

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FTJ FundChoice Advisor Summit 2015

May 13 - May 14
Hyatt Regency Denver at Colorado Convention Center,
650 15th Street, Denver, CO 80202 United States
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The 2015 FTJ FundChoice Advisor Summit will include more speakers and breakout sessions featuring thought leaders from across the industry. This multi-day event will not only help you learn more about the benefits of using the FTJ platform, but help your business become more efficient and client focused.

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Excell Spring 2015

May 20 - May 22
Aria Las Vegas,
3730 South Las Vegas Boulevard, Las Vegas, NV 89109 United States
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Our passionate community is an integral part of why Peak members are so successful. Advisors need to know they are not in this alone, and that others are out there who share similar goals, challenges, and triumphs. So we created an atmosphere to make this possible. Excell conferences are truly unlike any other industry meeting an advisor could attend. They connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful. – See more at: http://peakadvisoralliance.com/events/excell/#sthash.eQuxHrkv.dpuf

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June 2015

June 2015 Tech Lab

June 3 - June 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Register for the June 2015 Tech Lab in Omaha, Neb.

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