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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.