Addepar Community Meetup
Date & Time
Wednesday, August 24, 2022 | 2:00pm PT - 5:00pm PT
Location
Omni San Francisco Hotel
500 California Street, San Francisco, CA 94104
Register for Event
About the event
We are thrilled to continue our Community Meetups after our first one in New York. We are bringing together our Bay Area Addepar Community for an afternoon of platform & industry discussion as well as best practices sharing.
Addepar experts Steven Lamb and our Client Engagement & Success team will review:
- Reporting & Portal Best Practices
- APIs & Integrations
- How to leverage the Addepar platform for these use cases
And Deepika Gprakash will give a sneak peek into our product roadmap.
We encourage open dialogue from the Community through questions, sharing your experience with the Addepar platform, discussing industry trends and more. We invite you to continue your discussions during our happy hour directly after the session.
We look forward to connecting with you and all of our Community members!
Community Meetup Agenda
Welcome & Introductions
Platform Discussion with Addepar experts
Community Discussion
Happy Hour & Networking
Event Agenda
Welcome with David Obrand, President
Welcome with David O’Brand
3:10PM — 3:30PM PT
AddePro Introductions
3:30PM — 3:45PM PT
Fireside Chat with Ruchir & TBD
3:45PM — 3:55PM PT
Break
3:55PM — 4:25PM PT
Cocktail Making Class
4:30PM — 4:35PM PT
Closing
Event Speakers
Natalie Sunderland
CHIEF MARKETING OFFICER
Natalie Sunderland
CHIEF MARKETING OFFICER
Natalie Sunderland
CHIEF MARKETING OFFICER
Natalie Sunderland
CHIEF MARKETING OFFICERSpeakers
Amy Henderson
Addepar
Steven Lamb
Addepar
Rob Sheahan
Addepar
Bobby Denam
Addepar
Libby Branning
Addepar
Jasmine Sharma
Addepar
Deepika Gprakash
Addepar
Carlos Bonilla
Insigneo Advisory Services, LLC
Paul Lee
Kore
Ryan Schmidt
Palo Alto
Chris Blunt
Prairie Capital
Patrick Hyde
Robertson Stephens Wealth Management, LLC
Jordan Baker
Tranquility Partners