MAY 20-22, 2019
THE RITZ-CARLTON, LAKE TAHOE

2019 FIRST RATE USER GROUP EVENT

POWER

REGISTER FOR
WAITING LIST

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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 COUNTDOWN
  • May 20, 2019
  • May 21, 2019
  • May 22, 2019

Registration, Cocktail Hour, and Dinner

Welcome to the very first First Rate POWER User Conference!

5:30pM-8:00pM

Breakfast

8:15AM-9:00AM

Guest Speaker: Doug Fritz, CEO & Founder of F2 Strategy

Trends in Wealth Management Technology and Strategy

9:00AM-10:30AM

Morning Coffee Break

10:30AM-10:45AM

Vendor Shark Tank

Preview new solutions to solve Alternatives by leading providers in the space!

10:45AM-12:00PM

Lunch

12:00PM-1:00PM

Group Networking Activity

Truckee Wine Tasting with Optional Shopping Excursion

1:30PM-5:30PM

Cocktail Hour and Dinner Offsite

6:30PM-9:00PM

Breakfast

8:30AM-9:15AM

Session 1: All Things Private Equity

Overview of Challenges and Best Practices

9:15AM-10:30AM

Coffee Break

10:30AM-10:40AM

Session 2: Service Bureau Process Integrity

User Group Roundtable Discussion

10:40AM-11:10AM

Products Roadmap Review

11:10AM-12:15PM

FIND YOUR POWER

  • Venue
  • Map
  • Book

The Ritz-Carlton, Lake Tahoe

 

Address13031 Ritz Carlton Highlands Ct, Truckee, CA 96161

 

Pristine beauty, year-round adventure, magnificent scenery, and mountainside location capture attention and creativity, making The Ritz-Carlton in Lake Tahoe the perfect fit for the 2019 First Rate User Group Conference!

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

Top 3 Reasons to Attend POWER!

1

Processing Alternative Assets

As a First Rate User, POWER allows you the opportunity to collaborate with us to address issues around processing and reporting on alternative assets as well as finding innovative solutions to solve them.

2

Products Pipeline Prioritization

As a POWER attendee, you will have the opportunity to influence the prioritization of product enhancements and developments based on the most important issues to you, the First Rate User.

3

Strategic Perspective from Industry Expert

Industry Expert, Doug Fritz, CEO & Founder of F2 Strategy, will be joining us to discuss wealth management technology and strategy trends.

Make Your Voice Heard at POWER!

  • Submit Issues for Roundtable Discussion

Sign up for our waiting list below. We will contact you by March if any spots open up.

  • REGISTER FOR WAITING LIST

  • BOOK HOTEL

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