Preliminary agenda. Subject to change.

9:00am - 5:00pm

Product experts will be on-hand throughout the conference to answer your technical and how-to questions.

1:30pm - 2:00pm

AdvisorEngine leadership kicks off >drive2022

2:00pm - 2:45pm

Detailed session information coming soon. Visit to learn more about Ryan.

3:00pm - 4:00pm

Everything you need to know about transitioning your CRM from desktop to the cloud.

Break out with your fellow CRM users to learn insights, tips, and tricks from each other. Get the chance to share with each other the best ways to leverage your CRM to enhance your business. Each breakout group will also get a CRM expert to facilitate the discussion.

Details coming soon.

4:15pm - 5:15pm

New to your CRM? Come join in this session with one of our pro trainers to learn the fundamentals you need to be successful in creating Records, capturing Actions, and reporting useful data from the Grids all over the system.

Learn about our powerful new CRM integrations that offer innovative and creative solutions for your critical practice needs.

Details coming soon.

5:30pm - 7:00pm

Details coming soon.

7:30am - 8:45am

Details coming soon.

8:45am - 10:00am

AdvisorEngine leadership showcases the latest product enhancements and what's coming next for our users.

10:15am - 11:15am

Join us as we share our thoughts on the current state of FinTech, where we're taking the industry, specific industry trends and how we're working to strengthen and empower the incredible clients we work with.

11:15am - 12:15pm

When it comes to your client relationships, are you starting off on the right foot? If your new client experience requires hours of paperwork and in-office visits, it might be time for a change. Join us to learn how the AdvisorEngine platform can take the pain out of bringing new clients into your practice.

In part one of this series, we'll start automation by deciding how you want to segment your clients. Not every client gets the same services, so we'll talk about how you want to break out clients into groups, take a look at some industry examples and then demonstrate how to implement and maintain those groups in your CRM.

12:15pm - 1:15pm

Details coming soon.

1:15pm - 2:15pm

Learn how to use AdvisorEngine's performance reporting capabilities to turn data into insights for your clients and colleagues.

In part two we'll take a starter's look the "what" you'll be doing for your clients. Workflow Templates provide for consistent and repeatable processes in your firm so we'll show you how they work and how they are set up in this session.

2:30pm - 3:30pm

In part three we'll look at actually implementing Workflow Templates in your CRM. Now that we know how they work, we'll workshop into the actual process of designing a Workflow Template within your firm that suits everyone's needs, captures the right data, and ensures a consistent process is followed with your clients.

3:30pm - 4:45pm

In the final part of our Client Service Automation series, we'll put together everything from the first three sessions, combining repeatable processes with defined client groups to deliver automated services to the correct clients at regular intervals.

Details coming soon.


Details coming soon.

7:30am - 8:30am

Join us for a morning of inspiration, encouragement and motivation as we celebrate the collective power of women for good.

8:30am - 9:00am

Details coming soon.

9:00am - 9:45am

Details coming soon.

10:00am - 11:00am

Our workloads pile on as fast as we can get things done and without smart management of our tasks and our time can easily overwhelm us. In this session we take a look at how to use your Pending Actions in your CRM to track what you're responsible for, when, and in what priority so you don't lose any sleep wondering what you forgot and let nothing slip through the cracks.

Training is great at an event when you're around like-minded people. But how do you keep the momentum going after the conference is over? Some veteran power users share their tips.

Details coming soon.

11:15am - 12:00pm

Join us for a crowd-participation trivia show hosted by expert trainers! See what you know and learn some new facts about your software you never knew!

Details coming soon.

12:00pm - 1:00pm

Two trainers and two pro users will be here to answer your questions and provide insight into your CRM software. Questions for consideration to the panel can be submitted during your conference registration process.

Details coming soon.


Details coming soon.