SEPTEMBER 16-18, 2020
GRAND BOHEMIAN HOTEL, CHARLESTON, SC

2020 FIRST RATE USER GROUP EVENT

THE

POWER

OF ESG INVESTING

REGISTER

COVID-19 UPDATE

To align with local and federal guidelines and safety practices, POWER 2020 has been postponed to September 16-18, 2020. If you have already booked a reservation for your hotel, please contact the hotel to confirm the new booking dates. They will adjust at no additional charge. Please contact [email protected] if you have any questions.

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Learn From Other Users

This event allows your firm to not only learn how other First Rate users are maximizing our products and services but also, provide an opportunity to grow from other users' hurdles and ideas to enhance the overall user experience.

The POWER of an Industry Expert

POWER is designed to empower your firm with industry expert advice on how to leverage innovative solutions and initiatives.

YOU have the POWER

Innovation comes from the voice of users. Your firm has the POWER to influence change and innovation as well as lead the industry to new heights by leveraging your partnerships.

Collaboration for Innovation

Connection and collaboration will unleash the POWER to brainstorm innovative solutions and creative strategies.
POWER
of information
of issue resolutions
of new ideas

POWER is an experience that will address issues you have and solutions you seek in an informative and engaging forum style event. POWER will allow you to have an open dialogue with industry experts and peers to help you understand how innovation will change our industry, how others are utilizing technology to meet their needs, and how your firms can create win-win networks and solutions.

POWER 2020 COUNTDOWN

FIND THE POWER

  • Venue
  • Map
  • Book

Grand Bohemian Hotel, Charleston, SC

Address: 55 Wentworth Street Charleston, South Carolina 29401
Phone: (843) 722-5711

 

Glamour and luxury beget one offbeat space, and one of the most unique hotels in downtown Charleston, making Grand Bohemian Hotel in Charleston, SC the perfect fit for the 2020 First Rate User Group Conference!

Receive a discount by booking your hotel with the First Rate group code. Book today to reserve your room!

  • SEPTEMBER 16, 2020
  • SEPTEMBER 17, 2020
  • SEPTEMBER 18, 2020

Welcome Reception - Rooftop Terrace

Welcome to the POWER 2020!

5:30pM-8:00pM

Breakfast

8:15AM-9:00AM

Welcome to POWER 2020!

First Rate Products Manager welcomes you to POWER 2020 with a brief recap of last year and a introduction into all the exciting new topics and guest speakers.

9:00AM-9:30AM

ESG Investing & Industry Trends

 William Trout, Head of Wealth Management at Celent
Guest speaker, William Trout, will cover a theoretical perspective on ESG and what it means for the industry as well industry trends.

9:30AM-10:30AM

Break

10:30AM-10:45AM

ESG IN MOTION

Daryl Roxburgh, Global Head at Bita Risk & Deborah Repak, First Rate Global General Manager
As global experts, Daryl and Deborah will discuss how ESG investing is evolving, in addition to the growth in the global market from the perspective of our clients and prospects. 

10:45AM-11:45AM

PRODUCTS ROADMAP 2020 - PART 1

Patrick Flaherty & Debra Detweiler
First Rate Product Managers present the 2020 First Rate Solutions roadmap.

11:45AM-12:30PM

LUNCH

12:30PM-1:30PM

Group Networking Activity

TBD

2:00PM-5:00PM

Dinner Event

TBD

6:30PM-9:00PM

Breakfast

8:30AM-9:15AM

PRODUCTS ROADMAP 2020 - PART 2

Patrick Flaherty & Debra Detweiler
First Rate Product Managers lead a user group poll that prioritizes our 2020 Solutions Roadmap items.

9:15AM-10:15AM

BREAK

10:15AM-10:30AM

User Group Roundtable Discussion

First Rate Users will have the opportunity to submit questions and topics for open table discussion.

10:30AM-12:00PM

POWER 2020 Wrap Up

First Rate Products Managers

12:00PM-12:30PM

Lunch - Departures

12:30PM-1:30PM

Make Your Voice Heard at POWER!

  • Submit a Question for Roundtable Discussion

Registration is FREE until January 31, 2020. After January 31st, conference participation will be $399 per person until March 1, when the price will rise to $599 per person until the conference start date.

  • REGISTER TODAY

  • BOOK HOTEL

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