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February 2017

February New User Tech Lab

February 22 @ 8:00 am - February 23 @ 5:00 pm
NorthStar Financial Services Group, LLC, 17605 Wright Street
Omaha, NE 68130 United States
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This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. The goal of the Orion Tech Lab is to return to your office more confident in your partnership with Orion and empowered to fully utilize the technology available to you. This Tech Lab is intended for new users of Orion only.

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Insight 2.0

February 24 @ 2:00 pm - 2:30 pm

Fuse Award Winner Spotlight: Wealth Access

February 27 @ 2:00 pm - 2:30 pm

Today’s webinar features a highlight of Wealth Access and their award-winning technology development from our Fuse 2016 conference. Join now to see why Wealth Access won the award for "Best Use of the Orion API" by developing the ability to seamlessly integrate Orion Portal client-facing widgets with the Wealth Access full balance sheet portal.

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Reporting Onboarding Sessions – Feb 27

February 27 @ 2:30 pm - 3:00 pm

Register to learn more about our Reporting Suite. One of our talented Onboarding Specialists will walk you through how to create your own custom reports, create a unique theme, and tips on how further customize your reports to enhance the client experience.

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New Money/New Accounts Billing

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

How to bill on flows and/or new accounts using the generator

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March 2017

A Compliance Update: Practical Compliance Solutions for 2017

March 1 @ 8:00 am - 5:00 pm
O’Melveny & Myers Newport, 610 Newport Center Drive, Suite 130 Conference Center
Newport Beach, CA 92660 United States
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Join Advisor Solutions Group, Inc. for a Regulatory Update on: Cybersecurity - How to protect your firm and clients from cyber attacks SEC Exams - How to prepare for current exam priorities Annual Reviews - How to test the effectiveness of your policies & procedures Annual ADV Update Our featured speakers will be Krista S. Zipfel, CFA, President & CEO of Advisor Solutions Group, Inc., and Michael Quinn, Senior Compliance Consultant of Advisor Solutions Group, Inc. This Presentation is approved for 2 hours CE credit and 2 hours of CPE credit.

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Reporting Onboarding Sessions – March 1

March 1 @ 1:00 pm - 2:00 pm

Register to learn more about our Reporting Suite. One of our talented Onboarding Specialists will walk you through how to create your own custom reports, create a unique theme, and tips on how further customize your reports to enhance the client experience. Click here to register.

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IAA Investment Advisor Compliance Conference

March 2 @ 8:00 am - March 3 @ 5:00 pm
Hyatt Regency Washington, 400 New Jersey Avenue, NW
Washington, DC 20001 United States
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The IAA's Compliance Conference is a comprehensive two-day program that provides investment advisers with the most current information available on the changing regulatory landscape. Participants will return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program. In addition to meeting and interacting with peers, attendees will hear from a distinguished roster of speakers that includes SEC staff, investment adviser industry professionals, and legal experts.

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Reporting Onboarding Sessions – March 3

March 3 @ 10:00 am - 11:00 am

Register to learn more about our Reporting Suite. One of our talented Onboarding Specialists will walk you through how to create your own custom reports, create a unique theme, and tips on how further customize your reports to enhance the client experience. Click here to register.

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Barron’s Top Indy Summit 2017

March 22 @ 8:00 am - March 24 @ 5:00 pm
Ritz Carlton Hotel, Florida, 4012 Central Florida Pkwy
Florida, FL 32837 United States
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The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

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