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

Performance ABCs: Learn to Walk Before You Run

Orion Headquarters 17605 Wright Street, Omaha
Performance can be a complex subject. Join us if you’re new to Orion, or simply need a refresher on what Orion has to offer to make the performance realm a little less frightful. 2183-OAS-08/21/2020
:

Preparing for Quarter End – Part 1

Orion Headquarters 17605 Wright Street, Omaha
Don't waste time stressing about how to prep for Quarter End! Watch Part 1 of our Quarter End Webinar Series where we'll walk through the process of auditing your billing information and running a forecast bill. We'll also show you how to kick off your Dashboard so you're fully prepared for a successful Quarter End.
2284-OAS-09/01/2020
:

Orion Planning Overview

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 goal. 2183-OAS-08/21/2020
:

Processing Quarter End – Part 2

Orion Headquarters 17605 Wright Street, Omaha
As you prepare for quarter end, are you ready to run your bills and statements—quickly? We've got your covered! Join the second part of our Quarter End webinar series where we'll walk you through how to complete your dashboard, run live bills and invoices and review your billing audit files! 2396-OAS-09/16/2020
:

MMI

The Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership.
:

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates and who can show you the best way to approach building a portfolio with these strategies.
:

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates and who can show you the best way to approach building a portfolio with these strategies.
:

XPYN

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums.
:

Recalculating & Revising Live Bills

We all try to prevent having to make corrections to bills, but occasionally a bill might need some revisions. Join this webinar to learn how to recalculate bills prior to creating fee files, and after fee files have been created. We will also discuss best practices, and how to thoroughly audit your data to prevent recalculations. 1463-OAS-6/4/2020
:

Finalizing Quarter End – Part 3

You've processed your Fee File at the Custodian, now what? It's time to track your receivables and process payments to your Reps! Join us to learn more about the Post Payments app, and how to run Advisory Fee Reports in the Payout Dashboard. 2534-OAS-10/02/2020
:

eMoney Advisor

Join us online for the 2020 eMoney Summit as we explore how advisors are leveraging technology, evolving processes, and driving efficiencies in their business to power the plans of the future and deliver a client experience that exceeds expectations.
:

AITE

Aite Group’s Wealth Management in Transition event is designed to bring executives from leading global wealth management firms together to discuss central topics that are reshaping this industry and to share their experiences on this journey.
: