BUC 2016 Agenda
BUC sessions offered from BUC 2016. Sessions are applicable for multiple audiences.
Day 1
| Venue SIX10 | Wednesday June 8, 2016 |
| 10:00 AM - 11:00 AM | Check-in and BackCHAT Bar |
| 11:00 AM - 11:55 AM | BREAKOUT SESSIONS |
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Uncomplicate Report Builder De-mystify Report Builder as we take you through all of the basics of one of Backstop's most powerful tools. By the end of this session, you'll be able to easily leverage Report Builder to maximize your time. » Geared Towards All Users |
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Effectively Manage Your Capital Raising Process Maximize your sales and marketing productivity within Backstop. This session will be an overview of how to leverage your data along with 3rd party data providers (e.g. Preqin), how to properly use Opportunities, and how to report with the Excel Toolkit dashboards. » Geared Towards Marketing/Client Services/Investor Relations Users |
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Birds of a Feather Sessions and Backchat Bar This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. You will choose the group below with which you best align. Please note, there will be other Birds of a Feather Sessions throughout the rest of the conference. Look for the feather icon to find the forum you would like to join.
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| 12:00 PM - 2:05 PM | Lunch & Overview of What's New: Past, Present, Future / Cyber Security |
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In this general session, we will discuss the latest news in Backstop development. You'll hear about features released over the past year, system upgrades, current projects, and more. Also, Michael Neuman, the VP of Security at Backstop, will discuss trends and how Backstop manages the topic at the top of many minds: cyber security. » Geared Towards All Users |
| 2:15 PM - 3:10 PM | Breakout Sessions |
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Excel Toolkit (ETK) Essentials Take the leap into using the Excel Toolkit with this course. We will walk through the basics of using the Toolkit, as well as how to combine your reports with PivotTables and Slicers to create some basic dashboards. If you haven't yet taken the leap into using the ETK, then this is the course for you! » Geared Towards All Users |
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Client Success Showcase: The Yin and Yang of Client Services and Investor Relations Investor Relations and Client Services are two sides of the same coin. Learn how Heather Schnell, Director, Investor Relations at CarVal Investors, and Maria Szabó, Client Services Manager at GTIS Partners, are using Backstop to efficiently track data and streamline processes. » Geared Towards Marketing/Client Services/Investor Relations Users |
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Investment Management for the PE Professional This course is geared towards our private equity module users and will walk through tracking your acquisition pipeline, monitoring your portfolio, and reporting. We will also show how the ETK can maximize your time with the Private Equity Module. » Geared Towards Portfolio Management/Research Management Users |
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Panel: Proving Your Institutional Quality Infrastructure to Investors A panel of experts will discuss maximizing your institutional quality, so that your clients know that you and your company are making the right decisions, working with the best vendors, and keeping up with the times. » Geared Towards Marketing/Client Services/Investor Relations Users |
| 3:10 PM - 3:35 PM | Networking Break |
| 3:35 PM - 4:30 PM | BREAKOUT SESSIONS |
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Birds of a Feather Sessions and Backchat Bar This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. You will choose the group below with which you best align. Please note, there will be other Birds of a Feather Sessions throughout the rest of the conference. Look for the feather icon to find the forum you would like to join.
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Functionality Feedback Forum: Segmented Search - Quick, Location, Activity We want to hear from you! Join this Functionality Feedback Forum to share your thoughts and opinions on current development to unify search across the platform. » Geared Towards All Users |
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Blazing the Trail: Event Tracking Do you ever host a quarterly call or meeting with your contacts? Do you invite people to sessions or attend networking events and want to know who you met? If this happens at your organization, this is the course for you! Join Backstop as we walk through the best way to track and plan events you are attending or hosting in Backstop. After 10 User Conferences, we have become pros and are eager to share our tips & tricks with you! » Geared Towards All Users |
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Cogency: Partnership and Shareholder Accounting This session is for Cogency users. In this session, Cogency experts explain how to use Cogency to address operational challenges, including cap-table management, fees and allocation, private equity, new features in the product, integration with Backstop, and the roadmap. » Geared Towards Cogency Users |
| 4:30 PM - 6:30 PM | CHECK INTO HOTEL |
| 6:30 PM - 10:30 PM | BACKSPLASH DINNER AT ADLER PLANETARIUM |
Day 2
| Venue SIX10 | Thursday June 9, 2016 |
| 7:30 AM - 9:00 AM | Check-in and Continental Breakfast |
| 8:30 AM - 9:00 AM | CEO Remarks |
| 9:10 AM - 10:05 AM | Breakout Sessions |
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Make Your Data Gold: Value Your Data Integrity Your data is only as valuable as what you put into the system. In this session, we will walk through tips and tricks for keeping your information up to date and highlight processes for maintaining key data points, including exception reporting, editing information with a few clicks of a button, and ways to keep maintenance tools at your fingertips. » Geared Towards CRM/Administrative Users |
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Cogency: Portfolio Accounting This session is for Cogency users. In this session, Cogency experts explain how to use Cogency to address operational challenges, including entity types, fund setup, portfolio holdings, look-through holdings, new features in the product, integration in Backstop, and the roadmap. » Geared Towards Cogency Users |
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Reporting Workshop for Portfolio - Part 1 Become a Backstop reporting rock star! These back-to-back, primarily workshop-style sessions will work through multiple reporting scenarios for the portfolio (starting with some common scenarios in Part 1 and building up to the more challenging in Part 2), using combinations of the Report Builder and the Excel Toolkit. While you don’t have to attend both parts, it is recommended to do so. » Geared Towards Portfolio Management/Research Management Users |
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Reporting Workshop for Investor Relations and Marketing - Part 1 Become a Backstop reporting rock star! These back-to-back, primarily workshop-style sessions will work through multiple reporting scenarios (some common, some more challenging) for investor relations and marketing users, using combinations of the Report Builder and the Excel Toolkit. While you don’t have to attend both parts, it is recommended to do so. » Geared Towards Marketing/Client Service Users |
| 10:15 AM - 11:00 AM | Breakout Sessions |
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Functionality Feedback Forum: Activity Search We want to hear from you! Join this Functionality Feedback Forum to share your thoughts and opinions on Activity Search; this is a deeper dive into search parameters, output, and performance. » Geared Towards All Users |
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Excel Toolkit (ETK) Essentials (Repeat Session) Take the leap into using the Excel Toolkit with this course. We will walk through the basics of using the Toolkit, as well as how to combine your reports with PivotTables and Slicers to create some basic dashboards. If you haven't yet taken the leap into using the ETK, then this is the course for you! » Geared Towards All Users |
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Is My Data Correct? IR Monthly Checklist Take the headache out of keeping your investor information up-to-date by streamlining it with Backstop. This session features interactive worksheets to walk you through effectively monitoring this within Backstop, how to track your inflows versus outflows, and month-end reporting tips. » Geared Towards Marketing/Client Services/Investor Relations Users |
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Reporting Workshop for Portfolio - Part 2 Become a Backstop reporting rock star! These back-to-back, primarily workshop-style sessions will work through multiple reporting scenarios for the portfolio (starting with some common scenarios in Part 1 and building up to the more challenging in Part 2), using combinations of the Report Builder and the Excel Toolkit. While you don’t have to attend both parts, it is recommended to do so. » Geared Towards Portfolio Management/Research Management Users |
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Reporting Workshop for Investor Relations and Marketing - Part 2 Become a Backstop reporting rock star! These back-to-back, primarily workshop-style sessions will work through multiple reporting scenarios (some common, some more challenging) for investor relations and marketing users, using combinations of the Report Builder and the Excel Toolkit. While you don’t have to attend both parts, it is recommended to do so. » Geared Towards Marketing/Client Service Users |
| 11:20 AM - 12:50 PM | Lunch & Countdown To Teamwork/Leadership with ASTRONAUT MIKE MULLANE |
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In this general session, Astronaut Mullane delivers a teamwork and leadership program with a discussion on guarding against a "Normalization of Deviance," responsibility, and courageous self-leadership. » Geared Towards All Users |
| 1:00 PM - 1:55 PM | Breakout Sessions |
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Panel: Improving the Investor Experience Join this panel to learn how you can transform your investor experience – regardless of your AUM. Experts will discuss how to create a single view of your investors, equip investors with a self-service, and develop consistent communication. » Geared Towards Marketing/Client Services/Investor Relations Users |
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Functionality Feedback Forum: Report Builder Revamp We want to hear from you! Join this Functionality Feedback Forum to share your thoughts and opinions on the Report Builder revamp in Backstop, including report selection and identification, field selection, and preview. » Geared Towards All Users |
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Launching Activity: The Next Level If you have already mastered the basics of activity, then this session is your chance to become a guru. We will walk through some ways to make sure your colleagues are all effectively entering in Activity along with using the Outlook Add-in and creating some advanced Activity Reports. » Geared Towards All Users |
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Maximize & Invigorate Your Communication with Your Network Learn how to communicate with your clients, prospective investors or other third parties. From emails to InvestorBridge, this session will walk through the Who, What, Why, and How of communicating with your network. We will also walk through how to best grab the attention of your readers by learning how to leverage Backstop tools to create an effective email distribution. » Geared Towards Marketing/Client Services Users |
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Client Success Showcase: Due Diligence/Research Management Create an effective research management process in Backstop to make managing your Due Diligence a breeze. In this session, we'll walk through how allocators can leverage Backstop custom layouts and activity to track the research process and then walk through tips and tricks for managing your Due Diligence - but don't just take our word for it! David Wippel, Managing Director at Cliffwater LLC, will showcase how his team tracks this information on hedge funds and private equity. » Geared Towards Portfolio Management/Research Management Users |
| 2:05 PM - 3:00 PM | Breakout Sessions |
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Introduction to Cogency's Accounting This session is for Backstop users. Join Backstop's Cogency expert moderators to learn how firms can seamlessly manage both partnership and portfolio activity across all of their assets - from directly held positions to pro rate ownership in pooled vehicles. » Geared Towards Portfolio Management/Research Management Backstop Users |
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Research Management Forum Ever wonder how other users are leveraging Backstop? Now's your chance to find out! This User Group discussion is an open forum for research management users to share insights with other users, including challenges, creative solutions, best practices, and more. » Geared Towards Portfolio Management/Research Management Users |
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Client Success Showcase: ABC - Always Be Cleaning Backstop is only as good as the data that is in it and maintaining that data can be a big task. In this session, learn how Marie Valentine, Analyst, Client Services at Alternative Investment Management, LLC, has created a process to make sure their data is up to date and easy to get into the system. » Geared Towards Marketing/Client Service Users |
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InvestorBridge Huddle Ever wonder how other users are leveraging InvestorBridge? Now's your chance to find out! This presentation and User Group discussion is an open forum for sharing insights with other users, including challenges, creative solutions, best practices, and more. » Geared Towards InvestorBridge Users |
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Excel Toolkit (ETK) Power Users Forum Backstop can take your organization's portfolio reporting to the next level, and the possibilities are many. In this session, Backstop "Power User" peers will join in open discussion on the various ways they have utilized the Excel Toolkit to enhance the reporting on their organization’s Backstop data. Note: This session is specifically for advanced level Excel and ETK users and audience participation is encouraged. » Geared Towards Portfolio Management/Research Management Users |
| 3:00 PM - 3:25 PM | Networking Break |
| 3:25 PM - 4:20 PM | Breakout Sessions |
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Functionality Feedback Forum: Performance Reporting and Periodicity We want to hear from you! Join this Functionality Feedback Forum to share your thoughts and opinions on current development on Quarterly Returns and discussion of other reporting intervals. » Geared Towards All Users |
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Panel: The Operational Due Diligence Landscape With an intensified need for manager due diligence, institutional investors need a streamlined, repeatable process to effectively manage their ODD processes. Expert panelists will discuss today's trends and best practices for an efficient workflow. » Geared Towards Portfolio Management/Research Management Users |
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Birds of a Feather Sessions and Backchat Bar This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. You will choose the group below with which you best align. Please note, there will be other Birds of a Feather Sessions throughout the rest of the conference. Look for the feather icon to find the forum you would like to join.
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| 4:30 PM - 8:00 PM | BackSPLASH Cocktail Party |
info@backstopsolutions.com
312-277-7700