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Sponsor Registration 2020 National Members Meeting- New Dates
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Sponsor Registration 2020 National Members Meeting- New Dates

 Export to Your Calendar 8/26/2020 to 8/28/2020
When: August 26 - 28, 2020
Where: Hotel Contessa
306 W. Market St.
San Antonio, Texas  78205
United States
Contact: Jennifer Litchfield

Online registration is available until: 8/26/2020
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New Dates


Preliminary Agenda                 Preliminary Program                  Things To Do in San Antonio


The Exchange invites you to attend our annual National Members Meeting, April 22 - 24, in San Antonio, Texas!  Join us and take advantage of the opportunity to network and collaborate with your peers on best practices and topics most relevant to your firm.


Schedule of Events


August 26   10:00 AM – 3:00 PM   

Hands-on Workshop: Learn how to extract data from APX using SQL

     See site for further details
 August 26   6:00 PM - 8:00 PM   Welcome Reception and Registration
 August 27  8:00 AM - 4:00 PM  Registration and All Day Event
 August 27  6:00 PM - 9:00 PM  Client Appreciation Reception
 August 28  9:00 AM - 3:00 PM  All Day Event




2020 Speakers include: Paul Batz, Chuck Garcia, and CeCe Smith. Click on each link for further details.



We will start this year off with a hands-on workshop sponsored by Versoft Consulting:

Extracting Data from APX using SQL



Keynote Presentation:

How Goodness Pays for your Clients, Culture and Financial Results


Good leaders create great results by leading with goodness. It's an others-orientation, and reflective of an ability to maintain a healthy tension between taking a long-term view and having short-term performance expectations.



Breakout Sessions Include:

Round Robin  

session will be broken up into 3 segments with 20 – 25 minute demonstrations with the following presenters

 Clearwater Analytics  
 SS&C Salentica  
 Zacks Research  




 Paul Batz Leadership Epoxy – The Secret to Bonded, High-Performing Teams 
 Chuck Garcia  A CLIMB TO THE TOP: Stories of Transformation
 CeCe Smith  Marketing:  An Investment or an Expense?


Session Favorites:





Family Office



Hotel Accommodations


The Contessa

Preferred rate $229/night


Reservations: The Exchange Network: National Members Meeting


Event Sponsor for NMM: Telemet

Member Appreciation Reception Sponsor NMM: SS&C Advent



Premiere Sponsors:

·     Clearwater Analytics

·     CSSI

·     Indata

·     Telemet

·     SS&C Advent

·     SS&C Salentica

·     Versoft Consulting

NMM Sponsors:

·     Clearwater Analytics

·     CSSI

·     Fiduciary Trust

·     Indata

·     Satuit

·     SS&C Advent

·     SS&C Salentica

·     Versoft Consulting

·     Zacks Research



Your Exchange Membership includes:


Complimentary Registration to the NMM for one employee per firm

(please inquire about cost for additional firm members to attend)



We are pleased to be able to offer these member events as a complimentary member service while keeping membership dues low to this non-profit organization. As a courtesy, we kindly ask that you give us 7 days’ notice if you must cancel. Otherwise, we request a $200 donation be made by your firm to help defray AUG operational expenses. 


Thank you for your continued participation and support.



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