1. finance
2. accounting and auditing

First Rate Performance Conference
Hotel del Coronado – San Diego
March 30-31, 2015
“Caddy Shackin’ Slouch Style”
Monday, March 30, 2015
Date & Time
All Attendees
Track 1
Track II
Track III (Optiona l)
8:00 – 8:40
Breakfast – Spreckles Complex
8:45 – 9:10
Welcome Conference Commencement/First Rate Vision Session – Rollinghills Resort Ballroom
Kicking off our conference with our President’s address to let you know about the state of First Rate
– highlights of 2014, improvements made, things to look forward to. First Rate will address the health
and overall strategy to keep you in the know.
9:15 – 10:10
Presenter: First Rate President Craig Wietz
Your Future, Our Future...Success Together - Rollinghills Resort Ballroom
Come hear about how the needs of the investment world are changing and how as a company we are
changing and advancing our solutions and services to come along beside our clients to support the
changing landscape.
10:15 – 11:00
11:05– 11:50
Presenter Panel: Layne Haggberg, Rob Bethmann, Sabine Adams, User Group Member
First Rate University – Rollinghills Resort
ARKON – The Greens Room
Ballroom
All wealth management tools are not alike! Come
Come learn about our newest endeavor with
hear how First Rate’s ARKON is a leg above the
First Rate University, a learning module system rest focusing on an integrated approach to managing
(LMS). First Rate is revolutionizing the way
your clients’ wealth.
training is being handled throughout the
industry.
Presenter: Patrick Flaherty, First Rate
Presenter: Ann Lane, First Rate
Goal Based
Reporting – Rollinghills
Resort Ballroom
First Rate Lightning
– The Greens Room
The importance of
incorporating Goals
Based Reporting for all
investors…in all stages
of financial planning.
What investment
messages do you want
to support with Goal
Based Reporting.
Less is more in First
Rate’s Newest
Solution Lightning.
Geared toward those
who need turnkey
performance, Lightning
enhances and extends
your capabilities with
reporting that
matters!
Presenter: Kate Baird,
Presenter: Rob
Round Table
Discussion - The Sand
Wedge
Topics of Discussion
Attribution and
Data
Aggregation
OnPoint
Auditing Practice
Communication
with front office
(single contact
within bank or
everyone can
12:00– 1:00
1:30 – 2:15
2:20 – 3:05
Ann Lane, Curt Graham,
First Rate
Lunch – Vista Walk
CEB Tower Group Guest Speaker
Management
Dashboard –
Rollinghills Resort
Ballroom
Stop by and hear about
how First Rate’s
management dashboard
simplifies and improves
Investment Oversight
Presenter: Christian
Jaeger, First Rate
3:10 – 4:10
4:00 – 5:00
Bethmann, First Rate
Integration Nation
– The Greens Room
Ever wonder how
First Rate interacts
and integrates with
other portals or tools?
Come hear how you
can use First Rate
products to move data
into other tools.
contact FR)
Round Table
Discussion - The Sand
Wedge
Topics of Discussion
How are you
using First Rate
data?
Advisor
Advisor Express
APIs
Goal Based
Reporting
Presenter: Pat Harrell,
John Watkins, Harper
Wilson, First Rate
Colleen Affeldt - Guest Speaker – Rollinghills Resort Ballroom
Jeopardy – Combining Caddy Shack and Performance – Rollinghills Resort Ballroom
Just like the popular game show, this session will pit a few of our attendees against one another to see
who knows more about performance measurement. Attendees will compete for a coveted prize but
most of all for fame and glory.
6:00 – 9:00
Presenter: Marketing Team
Eat, Drink and Be Murray Party! – Sun Deck
Playing a round of golf at The Rollinghills Resort isn’t just confined to the golf course! Come celebrate
with us as we hang up our golf spikes and boogie down on Hotel Del’s sundeck!
First Rate Performance Conference
Hotel del Coronado – San Diego
March 30-31, 2015
“Caddy Shacking’ Slouch Style”
Tuesday, March 31, 2015
Date & Time
All Attendees
Track I
Track II
8:00 – 8:45
Breakfast – Spreckles Complex
9:00 – 10:00
Guest Speaker – Michael Tyler, Vice President - Eastern Bank
10:15 – 11:00
Performance through Experience:
Sticky Conversations – Rollinghills Resort Room
Strategic Guidance to Help You Be
Successful - The Rollinghills Resort Ballroom
Learn to use digital media to engage your clients
and prospects in dialogues that create significant
This panel discussion will help attendees
value and make your firm stand out in the crowd.
understand how to use performance to provide
updates, how to offer guidance from first hand
Demographic and survey analysis
industry experience, and how to change the face
providing insights of HNWI use of
of client relationships. Primarily focusing on
digital media
providing performance for managed accounts
Overview of various digital mediums
and UMAs, this panel will strategically speak
used to engage clients and prospects
about their experiences and what their
Discussion of compliance requirements
objectives, related to performance reporting,
related to digital media
would be if implementing today.
Suggested strategy for creating “sticky
conversations” with clients and
Presenter: Jud M. Stone, First Rate
prospects
11:05 – 11:50
Automating Your Firms Cash Flow
with Fee Manager –
Are you wondering how you can increase back
office efficiency and front office analytics? Look
no further, First Rate introduces Fee Manager
your tool to help your firm with complex fee
calculations, profitability, management analytics,
invoicing and much more.
Presenter: Bo McWilliams, First Rate
12:00 – 1:00
1:30 – 5:30
6:00 – 7:00
Lunch – Vista Walk
Client Activity
From Grapes to Hops
Bocci Ball Tournament
San Diego Zoo: Behind the Scenes
Tour
Private Golf Event
Conference Conclusion/Small Group Dinner
Dinner Optional
Guest Speaker: Jeff Clark, Principal - OrangeAxis
Investment Staffing and Workload
Benchmarking – How do you compare? –
The Sand Wedge
How does a Trust investment department get
measured? How should you get measured?
How do you compare to peers - true
peers? We will present statistics from our
TRUSTCOMPARE®, PRICECOMPARE™ and
COMPCOMPARE™ services which derive data
from subscribers from around the country. We
will discuss productivity, staffing models, pricing
and compensation in the Trust Investment world.
Presenter: E. Loyd Pohl, CEO Pohl Consulting and
Training, Inc.
Client User Group Meeting – The Green
Room
*Closed group session First Rate’s user group
advisory members.
Facilitator: Angie Purcell