2024 Immersion User Conference Agenda

Wednesday, November 6

6:00 p.m.

Registration and welcome reception at the Omni Nashville.
 

Thursday, November 7

8:00 a.m.

Registration and 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
• A client account: Transferring ownership interests to the next gen. 
  • Alex Johnson, Client Service Manager
  • Vice President, Single Family Office
• Alternatives roundup: Tracking private equity, hedge funds, and other non-traditional assets. 
  • Yara Lewis, Client Service Analyst 
  • Michael Hansford, Client Relations Director

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. 
  • Ryan Osman, Client Service Analyst
  • Kurt Kussman, Implementation Manager
• Realizing the full potential of your general ledger. 
  • Ujjwal Poudel, Client Service Analyst
  • Alex Johnson, Client Service Manager
• Insider tips: How to perform a more efficient data reconciliation.
  • Joe Kaminski, Portfolio Reconciliation Assistant Manager
  • Rhett Derryberry, Portfolio Reconciliation Supervisor

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
• Mastering report creation—and automating it, too.
  • Thomas Cantrell, Implementation Manager
  • Chris Rose, Sales Director
• 2025 outlook: Enhancing the client experience through product and service innovation.
  • Aimie Hanson, Chief Revenue Officer

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
• The mechanics of performance reporting.
  • Jacob Stillabower, Implementation Manager
  • Dan Ryan, Client Service Manager
• Guest presenter: Canoe Intelligence
   

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
• Enterprise administration: How to effectively manage setup, data access, and security operations.
  • Azaliia Hernandez, Client Service Analyst
  • Laura Leininger, Partnership Administration Director
• [REPLAY] 2025 outlook: Enhancing the client experience through product and service innovation.
  • Aimie Hanson, Chief Revenue Officer

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
• Creating a better digital reporting experience for your family members.
  • Dennis Mangalindan, Sales Director
  • Kurt Kussman, Implementation Manager
• [REPLAY] Mastering report creation—and automating it, too.
  • Thomas Cantrell, Implementation Manager
  • Chris Rose, Sales Director

11:45 a.m. 

Conference conclusion.

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