Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

New User: Billing 101

Orion Headquarters 17605 Wright Street, Omaha

Are you new to Billing in Orion? Join us to gain a better understanding of how Orion's Billing apps work together, and how they can help you get paid faster. Learn best practices for reviewing…

Run Reports, Queries and Navigate Trends

Orion Headquarters 17605 Wright Street, Omaha

Review the reporting onboarding process and the various reporting options that are available in Orion. We'll also cover how to audit your reports for accuracy, and show you how you can create a unique client…

Key Components in Orion’s Trading Platform

Orion Headquarters 17605 Wright Street, Omaha

Not sure where to begin when it comes to trading? Join us to gain a better understanding of the Tools, Processes, and Dashboards in Eclipse that will help you take your trading to the next…

New User: Orion Planning

Orion Headquarters 17605 Wright Street, Omaha

Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement…

New User: Orion Planning

Orion Headquarters 17605 Wright Street, Omaha

Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement…