Agenda

(Subject to change based on recommendations)

Legend

  • BLUE - BasisCode Track
  • GREEN - Consultant Track
  • GRAY - All Tracks

Monday, November 2, 2020

9:00 AM - 1:00 PM

Registration

9:00 AM - 1:00 PM

Advanced Tech Workshop API's and WebHooks

12:00 PM - 1:00 PM

Lunch with Platinum and Gold Sponsors

1:00 PM - 2:15 PM

Session 1: Welcome Industry Happenings

2:30 PM - 3:45 PM

Best Interest (CRS)

2:30 PM - 3:45 PM

BasisCode 101

4:00 PM - 5:15 PM

P&P Testing

4:00 PM - 5:15 PM

BasisCode Advanced Features

6:00 PM

  • Drinks/Dinner
  • More to come!

Tuesday, November 3, 2020

6:00 AM - 7:00 AM

Sunrise Yoga

6:30 AM - 7:30 AM

Breakfast

7:30 AM - 8:45 AM

Industry Learning: Annual Review Best Practices

7:30 AM - 8:45 AM

BasisCode 101

9:00 AM - 10:15 AM

Industry Learning: Outsourcing Compliance

9:00 AM - 10:15 AM

BasisCode Governance & Audit

10:30 AM - 11:45 AM

Combined Session: Code of Ethics and Technology

11:45 AM - 1:00 PM

Box Lunch and Private Sessions with Cipperman Compliance Services

11:45 AM - 1:00 PM

Box Lunch and Private Sessions with MGL Consulting

11:45 AM - 1:00 PM

Box Lunch and Private Sessions with Platinum Sponsor C (To Be Announced)

1:15 PM - 2:30 PM

Industry Learning: Marketing and Advertising Best Practices

1:15 PM - 2:30 PM

BasisCode Development Pipeline

2:45 PM - 4:00 PM

Industry Learning: Cybersecurity

2:45 PM - 4:00 PM

BasisCode for Consultants

4:00 PM - 5:00 PM

Closing Remarks