SEPTEMBER 18-20, 2018
WESTLAKE, TX
AGENDA
SEPTEMBER 18
12p – 5p One-on-one time with Client Solutions Managers (click here to book by appointment)
6 – 8p “Meat” & Greet at new defi offices
SEPTEMBER 19
Check in and check out:
defi Roadmap as well as sessions from PwC, the defi TEAM and PARTNERS through 5p
defi FUN, Dinner, and LeFreak
SEPTEMBER 20
Stop first at the defi Oxygen Bar before:
Product updates, cool features, sessions on innovation, integration and more
BBQ and Beer Wrap-up ends at 3p
101 | Informed
3 Areas of Excellence with defi LOS
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New Revenue, Better Experience with defi DIRECT
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Multi-Product Advantage
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Get Real-Time with defi SERVICING
201 | Interact
defi COMMUNITY Benefits
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Large Data Made Easy with Lookup Tables
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Testing for Success!
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Reconcile Audits with Data in defi ANALYTICS & defi LOS
301 | In-depth
Secrets of a Super User
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JavaScript Judo
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The Value of JSON Objects
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Winning Scorecards
4:30PM – 8PM
Welcome Cocktails & Appetizers
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8AM – 10PM
Sessions
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Dinner & Celebration
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8:30AM – 1PM
Sessions
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One-On-Ones
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Wrap up
HOTEL & TRAVEL
Dallas/Fort Worth Marriott Solana
1301 Solana Blvd, Westlake, TX 76262
Walking distance from defi’s new headquarters and a 10-mile drive to Dallas/Fort Worth International Airport.
Book by 8/26/19 to lock in our special rate.
The event is being held at the Solana Westlake campus of the defi SOLUTIONS headquarters.
The Opening Reception will be at the Marriott Solana where we also recommend you stay.
There is NO CHARGE for defi CLIENTS to attend SUMMIT. You pay only for your travel, hotel, and transportation to the event. The hotel room block expires 8/26. Book your room early.
Partners/Sponsors pay a SPONSORSHIP FEE and are permitted to send 2-4 people based on their sponsorship level.
All defi Clients and special invited guests are invited to participate at no charge.
defi SUMMIT 2019 provides the ultimate opportunity to benefit from face-to-face interactions with experts from the defi COMMUNITY. Lender panels. Partner panels. defi development squads. Expert users. And more. All on hand and open to sharing their ideas for improved efficiency and best practices for you to implement and improve your processes.
We are diligently working on the full agenda and will launch the Attendify app soon. We will email all registered attendees when the agenda and app are ready.
September 18 – Opening Reception
September 19 – You will have a full day and a fun evening celebration.
September 20 – We will take a deeper dive into content and training and plan to wrap up by 1pm.
This event is casual, NOT formal. No suits and ties required. Business causal is recommended.
Each CSM will reach out to those who are registered for SUMMIT 2019 and will set up a time that works. You are free to reach out to your CSM now to pick a time.
Please reach out to the defi SUMMIT Event Manager
Heather Dietel to discuss.
BLACK BELT sponsors will be given a room at the defi OFFICE with signage provided.
BLUE BELT sponsors will be provided a table and signage. You may also want to bring small table signage or give aways.
We will email you approximately 30 to 45 days prior to the event to begin setting up time slots to meet with the Chief Marketing Officer, Kristin Herring. These sessions will last between 30 minutes to 1 hour.
TENTATIVE AGENDA
SEPTEMBER 18
9a – 2p One-on-ones
4 – 6p Welcome reception & dinner to follow
SEPTEMBER 19
Sessions through 5p
Dinner event
SEPTEMBER 20
Sessions through 3p
defi SUMMIT 2018
SESSION VIDEOS
Stay tuned for more info!
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