2024 Immersion User Conference Presentations

Wednesday, November 6

6:00 p.m.

Welcome reception at the Omni Nashville.
 

Thursday, November 7

8:00 a.m.

Breakfast.
 

9:00 a.m.

Immersion 2024 opening remarks by Sandy Ewing, Executive Vice President of SEI and Head of SEI Family Office Services.

9:30 a.m.

Day one. Session one. Choose your experience. 

• Your bill pay checklist: How to build a more productive accounts payable process.  
   
  • Karla Pena, Client Service Analyst 
  • Eric Sampson, Relationship Manager
    
    Accounts payable is one of the most utilized capabilities in the Archway Platform—transcending clients of all types and sizes. Discover how a simple, five-step bill pay checklist can help your family office implement a more efficient, accurate, and timely accounts payable process.
     
• A client account: Transferring ownership interests to the next gen. 
   
  • Alex Johnson, Client Service Manager
  • Vice President, Single Family Office
    
    Join Alex Johnson, Client Service Manager, as he presents alongside one of SEI's long-time family office clients to discuss a real-life entity restructuring project that helped his family office restructure and consolidate multiple trusts across the family lines using the Archway Platform's suite of partnership accounting tools and capabilities.
     
• Alternatives roundup: Tracking private equity, hedge funds, and other non-traditional assets. 
   
  • Yara Lewis, Client Service Analyst 
  • Michael Hansford, Client Relations Director
    
    Family offices allocate 46% of their total portfolio to alternative investments, according to the "J.P. Morgan Private Bank Global Family Office Report." Discover the Archway Platform's suite of alternative asset-specific tools and reports that can help family offices better understand investments in private equity, hedge funds, and other non-traditional assets.

10:30 a.m.

Coffee break: Get to know SEI's family office community
 

10:45 a.m.

Day one. Session two. Choose your experience. 

• Walk before you run: Explore the foundational reporting concepts that will enhance your reporting.  
   
  • Marvin Shamuyarira, Client Service Manager
  • Kurt Kussman, Implementation Manager
    
    For family offices, flexibility and customization of reporting is a core requirement. But with flexibility comes complexity. This session is intended to establish a basic framework for producing reports—from financial statements to asset allocation, exposure, activity, and performance reporting—using the Archway Platform. We will explore the fundamentals of the platform’s reporting tools and showcase common reports in order to set the stage for more advanced reporting sessions over the next few days.
     
• Realizing the full potential of your general ledger.  
   
  • Ujjwal Poudel, Client Service Analyst
  • Alex Johnson, Client Service Manager
    
    The general ledger is the steady, reliable engine of the Archway Platform, making it easy to overlook some of its most powerful features. Join two system experts as they explore advanced concepts related to technical accounting capabilities like GL account classes, code blocks, cash reporting, and FX to learn how you can further customize your enterprise's general ledger for maximum flexibility in data tracking, analysis, and reporting.
     
• Insider tips: How to perform a more efficient data reconciliation. 
   
  • Joe Kaminski, Portfolio Reconciliation Assistant Manager
  • Rhett Derryberry, Portfolio Reconciliation Supervisor
    
    A family office’s data reconciliation process is mission critical to producing accurate, timely reporting for both internal decision-making and end-client analysis. Presented from the view of two internal SEI subject matter experts, this session is designed to showcase reconciliation process tips and tricks, highlight key recon tools and reports, and walk through common troubleshooting steps.

12:00 p.m.

Lunch featuring local singer-songwriter panel.

2:00 p.m.

Power break: Refresh and recharge.

2:30 p.m.

Day one. Session three. Choose your experience.

• Customizing your AP workflows. 
   
  • Dan Ryan, Client Service Manager
  • Olivia Thomas, Client Service Analyst
    
    When it comes to moving money and paying bills, checks and balances are critical to preventing fraudulent or nefarious activity from occurring. This session is designed to showcase the Archway Platform’s robust suite of workflow and approval capabilities, including recent enhancements to the end-client approval process, that help family offices formalize and automate their processes related to entering and paying bills.
     
• Mastering report creation—and automating it, too. 
   
  • Thomas Cantrell, Implementation Manager
  • Chris Rose, Sales Director
    
    Financial reporting is fundamental to a family office's reporting operations. Join two family office reporting pros as they discuss the Archway Platform's powerful report building and automation tool. Together, they'll dive into relatable use cases and report examples that are designed to help your team think differently about your reporting—both for your internal Archway Platform users and your end-clients.
     
• 2025 outlook: Enhancing the client experience through product and service innovation.
   
  • Aimie Hanson, Chief Revenue Officer
  • Eric Vicars, Managing Director of Implementations and Professional Services
    
    SEI’s family office services business has always prided itself on its commitment to client service and product innovation. Since Immersion 2022, we have transformed our organization: Aligning members of our leadership team to be hyper-focused on key operational areas and doubling down on advancing our product roadmap. Featuring Aimie Hanson, Chief Revenue Officer, and Eric Vicars, Managing Director of Implementations and Professional Services, this panel provides insight into strategic improvements across relationship management, product support, and implementation and onboarding, as well as highlights key product and professional services initiatives that are underway as we head into 2025.

3:30 p.m.

Coffee break: Get to know SEI's family office community.

3:45 p.m.

Day one. Session four. Choose your experience.

• Ranches, central disbursement accounts, and other unconventional entities tracked on the Archway Platform. 
   
  • Eric Sampson, Relationship Manager
  • Olivia Thomas, Client Service Analyst
    
    You know how to use the Archway Platform to manage your partnerships, trusts, and individual entities. But what about all of the other entity types within your family office? Join Eric Sampson, Relationship Manager, and Olivia Thomas, Client Service Analyst, as they dive into the world of less common entities: Ranches, CDAs, operating companies, and more.
     
• The mechanics of performance reporting. 
   
  • Jacob Stillabower, Implementation Manager
  • Dan Ryan, Client Service Manager
    
    Investment performance is a core requirement for many Archway Platform users. Led by two system experts, this session is geared towards helping users understand what performance reporting options are available, how to tailor their performance reporting output, and how to validate system performance returns.
     
• Partnering for success: How Canoe and SEI drive alts data automation for family offices.¹
   
  • Mike Muniz, Chief Revenue Officer, Canoe Intelligence
    
    Family offices today are tasked with navigating increasingly complex alternative investments while striving for operational efficiency. In this session, we’ll explore how the strategic partnership between SEI and Canoe Intelligence is transforming the management of alts data. Discover how integrating Canoe’s platform with SEI’s Archway Platform automates key processes—such as private equity and hedge fund valuations, capital calls, and subscription/redemption workflows—while reducing manual entry, mitigating errors, and boosting efficiency. We'll share real client use cases, key efficiency stats, and the workflows that simplify reporting, enabling family offices to make faster, data-driven decisions with confidence. Learn how these powerful tools together drive operational excellence, tailored specifically for family office needs.
     

5:30 p.m.

Evening reception on Broadway with SEI and Canoe Intelligence.

Friday, November 8

8:00 a.m.

Breakfast.

9:30 a.m.

Day two. Session one. Choose your experience.

• [REPLAY] Insider tips: How to perform a more efficient data reconciliation. 
   
  • Joe Kaminski, Portfolio Reconciliation Assistant Manager
  • Rhett Derryberry, Portfolio Reconciliation Supervisor
    
    A family office’s data reconciliation process is mission critical to producing accurate, timely reporting for both internal decision-making and end-client analysis. Presented from the view of two internal SEI subject matter experts, this session is designed to showcase reconciliation process tips and tricks, highlight key recon tools and reports, and walk through common troubleshooting steps.
     
• Enterprise administration: How to effectively manage setup, data access, and security operations. 
   
  • Azaliia Hernandez, Client Service Analyst
  • Laura Leininger, Partnership Administration Director
    
    Like any software system, the Archway Platform requires expertise and oversight to be used most effectively. Designed to help users understand the different components and capabilities at their disposal to effectively manage their enterprise, this session dives into the role of the Enterprise Administrator and highlights key tools every admin should be incorporating into their enterprise management best practices. This session will cover a range of topics from branding and enterprise settings to entity configuration, user permissions, and internal product support best practices.
     
• [REPLAY] 2025 outlook: Enhancing the client experience through product and service innovation.
   
  • Aimie Hanson, Chief Revenue Officer
  • Eric Vicars, Managing Director of Implementations and Professional Services
    
    SEI’s family office services business has always prided itself on its commitment to client service and product innovation. Since Immersion 2022, we have transformed our organization: Aligning members of our leadership team to be hyper-focused on key operational areas and doubling down on advancing our product roadmap. Featuring Aimie Hanson, Chief Revenue Officer, and Eric Vicars, Managing Director of Implementations and Professional Services, this panel provides insight into strategic improvements across relationship management, product support, and implementation and onboarding, as well as highlights key product and professional services initiatives that are underway as we head into 2025.

10:30 a.m.

Coffee break: Get to know SEI's family office community.

10:45 a.m.

Day two. Session two. Choose your experience.

• So you need to track side pockets? 
   
  • Michael Hansford, Client Relations Director
  • Josh Puccinelli, Implementation Consultant
    
    Side pockets come in a variety of flavors, each presenting their own nuances and benefits. Join us as we dive into this inherently complex topic to discuss different types of side pockets, setup best practices, different ways to enter and track side pocket activity, and, ultimately, how to report on side pockets using the Archway Platform.
     
• Creating a better digital reporting experience for your family members. 
   
  • Dennis Mangalindan, Sales Director
  • Kurt Kussman, Implementation Manager
    
    Over the past decade, client portals and mobile apps have redefined the way consumers access and analyze their financial information. In the current age of digital, on-demand access to data, family offices need a secure way to share meaningful financial insights with their end-clients and family members. Join Dennis Mangalindan, Sales Director, and Kurt Kussman, Implementation Manager, as they demo the Archway Client Portal to learn how you can give end-clients instant access to an interactive, mobile reporting tool containing key financial information tailored to their unique requirements.
     
• [REPLAY] Mastering report creation—and automating it, too. 
   
  • Thomas Cantrell, Implementation Manager
  • Chris Rose, Sales Director
    
    Financial reporting is fundamental to a family office's reporting operations. Join two family office reporting pros as they discuss the Archway Platform's powerful report building and automation tool. Together, they'll dive into relatable use cases and report examples that are designed to help your team think differently about your reporting—both for your internal Archway Platform users and your end-clients.

11:45 a.m. 

Conference conclusion.

All times are shown in Central time. Agenda subject to change.

¹All sessions with exception to Partnering for success: How Canoe and SEI drive alts data automation for family offices are eligible for one (1) CPE credit.