Americas Agenda

Thursday 1 Oct 2020

1pm ET: Welcome to OPTIMIZE! FinTech

Welcome to OPTIMIZE! FinTech

Zafar Khan, RPost CEO

What does OPTIMIZE! FinTech mean?

Optimizing the experience, automation, and affordability around today’s essential technologies. In short, understanding the “art of the possible” with modern and innovative e-sign, e-security, and e-authentication technologies to optimize operations in financial services, insurance and financial functional operations like billing, collections, pricing, etc.

Tech Essentials Industry Awards

Speaker: Zafar Khan, RPost CEO

Thu 1:00 pm - 1:05 pm

1:05pm - 1.30pm ET: Peer Perspectives: Are Today’s E-Signatures More Than a Signature? Can Email Encryption be Elegant (from a User Perspective)?

Meeting Today’s Challenges with E-Sign and E-Security. An Insurance Perspective.

Moderator: Zafar Khan, RPost CEO

Today’s e-signatures are more than a signature. What are the most important elements of e-signature solutions, and how are users optimizing user experience, automation, and affordability?

Can email encryption be elegant? If so, aspects of email encryption make it elegant for users and easy on compliance?

Panelists:

  • Dibuduo & Defendis Insurance Brokers, an Insurance and financial services (estate & business planning, executive compensation, and retirement) company that has modernized operations with a focus on security and email encryption automation as well as e-signatures, for hundreds of staff.
    • Jon McNally, Director of Information Technology
  • R&R Insurance, an insurance company and an Optimize! Technology Innovator, having relied on e-security and e-signatures with RMail for more than a decade, using it alongside their Vertafore AMS 360 agency management system and Microsoft Outlook.
    • David Wabiszewaki, IT Manager
  • Hood Hargett & Associates, an insurance company that has optimized e-security and e-signatures for hundreds of staff running RMail within Outlook and RSign online, with Applied Epic agency management system.
    • Jim Vaughn, Director of Agency Operations
  • T. Lowndes, an insurance company and an Optimize! Technology Innovator, having relied on e-security and e-signatures with RMail for more than a decade, running RMail services within Microsoft Outlook and RSign online, opting for a shared services plan for e-security and e-signatures.
    • Rawlins Lowndes, Founder
  • Princeton Insurance Agency, an insurance company that has optimized e-security and e-signatures, providing a unique perspective of opting to arm each RMail e-security user with RSign e-signature services.
    • Neera Kuckreja, Vice President

 

Thu 1:05 pm - 1:30 pm

1:30pm - 1:50pm ET: Peer Perspectives: Are Today’s E-Signatures More Than a Signature? Can Email Encryption be Elegant (from a User Perspective)?

Today’s Tech Essentials. A Banking and Financial Services Perspective.

Moderator: Zafar Khan, RPost CEO

Today’s e-signatures are more than a signature. What are the most important elements of e-signature solutions, and how are users optimizing user experience, automation, and affordability?

Can email encryption be elegant? If so, aspects of email encryption make it elegant for users and easy on compliance?

Panelists:

  • United States Securities & Exchange Commission, a Federal financial regulator, and an Optimize! Technology Innovator, having moved financial regulatory notices from certified mail to Registered Email™ services starting more than a decade ago, for legal and court admissible proof of timestamped delivery and content.
    • Carrie Holt, Branch Chief, Litigation Support Services - Division of Enforcement
  • Interior Savings Credit Union, a large credit union that has standardized on RMail email encryption accessed inside Microsoft Outlook, providing security and privacy for hundreds of staff to protect clients and client data.
    • Tess Rose , Enterprise Business Consultant
  • Centennial Bank, a regional bank optimizing their lending/factoring business using RMail Online and Registered Email™ proof of delivery.
    • Raine Munson, Business Manager Processor
  • Fern Software, a global bank and credit union platform that has optimized loan processing using RSign e-signature API for the benefit of hundreds of premier banks and credit unions.
    • John McGucken, Managing Director
Thu 1:30 pm - 1:50 pm

1:50pm - 2.00pm ET: BREAK

Break

Thu 1:50 pm - 2:00 pm

2:00pm - 2.20pm ET: Peer Perspectives, Continued

Keeping the Business Running. Optimizing Financial Functions and Cash Flow.

Panelists:

  • Beardmore Chevrolet/Subaru, a regional automobile dealership finance department has optimized e-security for its communications to credit unions and banks associated with auto-finance.
    • Terry Belden, IT Administrator
  • e-Billing Solutions, a medical billing company that has optimized billing notices with privacy using RMail, sending from within Microsoft Outlook and Gmail, sending Registered Email™ messages with encryption.
    • Erik Marquis, Founder
  • Towne Storage, a self-storage property management operator that has optimized its tenant communications and collections notices using Registered Email™ messages for proof of delivery in lieu of certified mail (including for lien notices and other collection notices) and RSign e-signatures for tenant financial contracts, both automated using API from with their Yardi property management platform.
    • Brittani Hodgkinson, Development Assistant
  • American Receivable, a lending/factor company that optimized its notices of assignment and invoices using RMail Registered Email™ messages for legally verifiable and timestamped proof of content delivered, legal for lending notices of assignment per UETA and UCC Article 9.
    • Sarah Fischer, Office Administrator
  • All Storage, a self-storage property management operator that has optimized its tenant communications, property collection and pricing/policy change notices sending Registered Email™ messages from Gmail for legally admissible timestamped proof of delivery in lieu of certified mail (including for lien notices and other collection notices).
    • Brenda Morris, Project Manager
Thu 2:00 pm - 2:20 pm

2:55pm - 3:00pm ET: BREAK

Break

Thu 2:55 pm - 3:00 pm

3:00pm - 3:10pm ET: What’s New & Cool?

Top Three RMail & RSign Innovations

Alex Khan, RPost VP Global Services

Showcase RMail Predictive Security for Outlook, Security Automation Gateway, RSign E-Signatures, Dynamic APIs, and Remote Online Notary. Join a 10-minute tour of what’s new and learn how to see more in the conference Demo Lounge and Demo Rooms.

Speaker: Alex Khan, RPost VP Global Services

Thu 3:00 pm - 3:10 pm

3:10pm - 3:15pm

Putting the “Las Vegas” into the Virtual Conference

Jake Finnell, RPost VP Business Development

Breakout rooms, ask-me-anything sessions? What is a virtual Demo Room and Demo Lounge? What about the BYOB Virtual Reception? A quick tour of what’s next.

Speaker: Jake Finnell, RPost VP Business Development

Thu 3:10 pm - 3:15 pm

3:15pm ET: Demo Lounge & Rooms Open

Visit the Demo Lounge or Demo Rooms

If the scheduled breakout sessions are not on topic for you, visit the Demo Lounge for pre-recorded video sessions or schedule a personalized demo in the conference center Demo Rooms.

Thu 3:15 pm - 4:00 pm

3:15 pm - 4:00 pm ET: Breakout Track 2 Room 1 – Insurance

Room 1: Insurance

Moderator: Jake Finnell, RPost US Vice President

Panelists:

  • Exclusive by Steve Anderson: Insurance technology guru, author, and speaker at insurance events nationwide.
  • Moreman Moore Insurance, a Louisiana-based regional insurance company that has optimized e-security with RMail Gateway security automation, and e-sign with RSign templates operating with Applied Systems agency management platform.
    • Callie Taylor, Director of Client Services
  • R&R Insurance: An insurance company and an Optimize! Technology Innovator, having relied on e-security and e-signatures with RMail for more than a decade, using it alongside their Vertafore AMS 360 agency management system.
    • David Wabiszewaki, IT Manager
  • Hood Hargett & Associates: An insurance company that has optimized e-security and e-signatures for hundreds of staff running RMail within Outlook and RSign online, with Applied Epic agency management system.
    • Jim Vaughn, Director of Agency Operations
Thu 3:15 pm - 4:00 pm

3:15 pm - 4:00 pm ET: Breakout Track 2 Room 2 – Financial Services

Room 2: Financial Services

Moderator: Zafar Khan, RPost CEO

Panelists:

  • Interior Savings Credit Union, a large credit union that has standardized on RMail email encryption accessed from inside Microsoft Outlook, providing security and privacy for hundreds of staff to protect clients and client data.
    • Tess Rose, Enterprise Business Consultant
  • Centennial Bank, a regional bank focusing optimizing e-security for their lending/factoring business using RMail Online and RMail Registered Email™ messages for legally verifiable and timestamped proof of content delivered, legal for lending notices of assignment per UETA and UCC Article 9.
    • Raine Munson, Business Manager Processor
Thu 3:15 pm - 4:00 pm

3:15 pm - 4:00 pm ET: Breakout Track 2 Room 3 – Financial Functional Operations

Room 3: Financial Operations

Moderator: Alex Khan, Vice President Global Services

Panelists:

  • Beardmore Chevrolet/Subaru, a regional automobile dealership finance department that has optimized e-security for its communications to credit unions and banks associated with auto-finance.
    • Terry Belden, IT Administrator
  • e-Billing Solutions, a medical billing company that has optimized billing notices with privacy using RMail from within Microsoft Outlook and Gmail, sending Registered Email™ messages with encryption.
    • Erik Marquis, Founder
  • Town Storage, a self-storage property management operator that has optimized its tenant communications and collections notices using Registered Email™ messages for proof of delivery in lieu of certified mail (including for lien notices and other collection notices) and RSign e-signatures for tenant financial contracts, both automated using API from with their Yardi property management platform.
    • Brenda Morris, Project Manager
Thu 3:15 pm - 4:00 pm

4pm ET: Demo Lounge & Rooms Open

Demo Lounge and Demo Rooms are Open

If the scheduled breakout sessions are not on topic for you, visit the Demo Lounge for pre-recorded video sessions or schedule a personalized demo in the conference center Demo Rooms.

Thu 4:00 pm - 4:45 pm

4:00 pm - 4:30 pm ET: Breakout Track 3 Room 1 – Ask Me Anything E-Sign

Room 1: Ask-Me-Anything about E-Sign or E-Sign API

Ask me anything about which e-sign features I should use for my specific needs.

Thu 4:00 pm - 4:30 pm

4:00 pm - 4:30 pm ET: Breakout Track 3 Room 2 – Ask Me Anything E-Security Automation

Room 2: Ask-Me-Anything about E-Security, Security Automation or API

Ask me how best to automatically encrypt based on my email setup.

Thu 4:00 pm - 4:30 pm

4:00 pm - 4:30 pm ET: Breakout Track 3 Room 3 – Sponsored by Vertafore

Room 3: Ask-Me-Anything: Vertafore Customer Session

Ask me what’s new with e-delivery proof, encryption and e-sign integrated.

Thu 4:00 pm - 4:30 pm

4:00 pm - 4:30 pm ET: Breakout Track 3 Room 4 – Sponsored by Strategic Insurance Systems

Room 4: Ask-Me-Anything: Strategic Insurance Systems Customer Session

Ask me how our Strategic Insurance Systems users optimize e-sign and e-security.

Thu 4:00 pm - 4:30 pm

4:30pm – 4:40pm ET: BREAK

Break

Thu 4:30 pm - 4:40 pm

4:40pm - 4.55pm ET: Time to Upgrade

The NEW RMail for Outlook Office 365

Alex Khan, RPost VP Global Services

RPost’s most popular all-in-one interface, RMail makes Microsoft better for business. Better encryption, unique Registered Email™ track and prove, one-click e-signatures, file share, and much more.

Speaker: Alex Khan, RPost VP Global Services

Thu 4:40 pm - 4:55 pm

4:55pm -5:00pm ET: Time to Upgrade

What is a Virtual Cocktail Reception? Meet the Team in Themed Rooms

Jake Finnell, RPost VP Business Development

What to expect in the themed (BYOB) virtual cocktail receptions? A quick tour of what’s next.

Speaker: Jake Finnell, RPost VP Business Development

Thu 4:55 pm - 5:00 pm

5:00pm - 5:30pm ET: Virtual (BYOB) Reception Live

Virtual (BYOB) Reception for the Americas

For those ending their day, join our RPost team hosts for a BYOB toast and cash giveaways in each room. Join one room or visit each one, to meet the RPost team in a fun environment. Bring any questions in these themed Ask-Me-Anything (AMA) sessions.

  • Room 1: Cajun Theme
    • Hosted by Jared and Nick from RPost, AMA about Insurance Tech Essentials
  • Room 2: 80’s Rock and Roll Theme
    • Hosted by Matt and Ted from RPost, AMA about Security Automation
  • Room 3: Hunting and Fishing Theme
    • Hosted by Jake and Mike from RPost, AMA about E-Sign and Partnering
  • Room 4: Home Brew and Winemaking Theme
    • Hosted by Will, Olga, Brendan, and Deana from RPost, AMA about Anything
Thu 5:00 pm - 5:30 pm

5:30pm ET – Conference Ends

Conference Ends

Thu 5:30 pm - 5:30 pm

UK/Europe Agenda Extension

Thursday 1 Oct 2020

2:00 pm - 2:05 pm UK / 3pm CET: Welcome to OPTIMISE! FinTech

Welcome to OPTIMISE! FinTech

Zafar Khan, RPost CEO

What does OPTIMISE! FinTech mean? Optimizing the experience, automation, and affordability around today’s essential technologies. In short, understanding the “art of the possible” with modern and innovative e-sign, e-security, and e-authentication technologies to optimise operations in financial services, insurance and financial functional operations like billing, collections, pricing, etc.

Speaker: Zafar Khan, RPost CEO

Thu 2:00 pm - 2:05 pm

2:05pm - 2:25pm UK: Peer Perspectives: Are Today’s E-Signatures More Than a Signature? Can Email Encryption be Elegant (from a User Perspective)?

Meeting Today’s Challenges with E-Sign and E-Security. An Insurance Perspective.

Moderator: Zafar Khan, RPost CEO

Today’s e-signatures are more than a signature. What are the most important elements of e-signature solutions, and how are users optimising user experience, automation, and affordability?

 Can email encryption be elegant? If so, aspects of email encryption make it elegant for users and easy on compliance?

Panelists:

  • My Benefits World, a financial services employee benefits management company that has optimised financial notifications sending Registered Email™ messages automated using the “domain extension” method, for administration of its paid benefits programmes including Life Assurance, Income Protection, Private Medical Insurance, Health Cash Plans and the Employee Assistance Programme.
    • David Casson, Director
  • BGi.uk, a British insurance and risk management firm that has optimised e-security, e-collaboration, and e-signatures using RMail for Outlook with all of its features, alongside Applied Systems.
    • Nick Elwell, Managing Director
  • Nova Insurance, a British Insurance Brokers Association member that has optimised e-sign and e-security using both within the RMail platform.
    • Hassan Soyer, Director
Thu 2:05 pm - 2:25 pm

2:25pm - 2:40pm UK: Peer Perspectives: Are Today’s E-Signatures More Than a Signature? Can Email Encryption be Elegant (from a User Perspective)?

Today’s Tech Essentials. A Banking and Financial Services Perspective.

Moderator: Zafar Khan, RPost CEO

Today’s e-signatures are more than a signature. What are the most important elements of e-signature solutions, and how are users optimizing user experience, automation, and affordability?

 Can email encryption be elegant? If so, aspects of email encryption make it elegant for users and easy on compliance?

Panelists:

  • Castlemilk Credit Union, a Scottish-based credit union that has optimised e-sign and e-security to better client interactions.
    • Elizabeth Campbell, Manager
  • Stirling Credit Union, a British credit union that has optimised e-sign and e-security to speed loan processing.
    • Stephen Worgan, Director
Thu 2:25 pm - 2:40 pm

2:55pm UK / 3:55pm CET: BREAK

Break

Thu 2:55 pm - 3:00 pm

3pm UK / 4pm CET: What’s New & Cool?

Top Three RMail & RSign Innovations

Alex Khan, RPost VP Global Services

Showcase RMail Predictive Security for Outlook, Security Automation Gateway, RSign E-Signatures, Dynamic APIs, RForms. Join a 20-minute tour of what’s new and learn how to see more in the conference Demo Lounge and Demo Rooms.

Speaker: Alex Khan, RPost VP Global Services

Thu 3:00 pm - 3:20 pm

3:20pm UK / 4:20pm CET: The Monte Carlo in the Virtual Conference

Putting the “Monte Carlo” into the Virtual Conference

Jake Finnell, RPost VP Business Development

Breakout rooms, ask-me-anything sessions? What is a virtual Demo Room and Demo Lounge? What about the BYOB Virtual Reception? A quick tour of what’s next.

Speaker: Jake Finnell, RPost VP Business Development

Thu 3:20 pm - 3:25 pm

3:30pm UK / 4:30pm CET: Demo Lounge & Rooms Open

Breakout Sessions – Track 1 (30 minutes)

Thu 3:30 pm - 4:00 pm

3:30 pm - 4:00 pm CET: Breakout Track 1 Room 1 – Ask-Me-Anything about E-Sign

Room 1: Ask-Me-Anything about E-Sign or E-Sign API

Ask me anything about which e-sign features I should use for my specific needs.

Thu 3:30 pm - 4:00 pm

3:30 pm - 4:00 pm CET: Breakout Track 1 Room 2 – Ask-Me-Anything about E-Securiy Automation

Room 2: Ask-Me-Anything about E-Security, Security Automation or API

Ask me how best to automatically encrypt based on my email setup.

Thu 3:30 pm - 4:00 pm

3:30 pm - 4:00 pm CET: Breakout Track 1 Room 3 – Ask-Me-Anything about the New RMail for Outlook

Room 3: Ask-Me-Anything about the NEW RMail for Outlook Office 365

RPost’s most popular all-in-one interface, RMail makes Microsoft better for business. Better encryption, unique Registered Email™ track and prove, one-click e-signatures, file share, and much more.

Thu 3:30 pm - 4:00 pm

4pm UK / 5:00pm CET: Virtual (BYOB) Receptions Live

Virtual (BYOB) Reception for the UK and Europe

Kevin from RPost, AMA E-Sign and E-Security

For those ending their day, join our RPost team hosts for a BYOB toast and cash giveaways in each room. Join one room or visit each one, to meet the RPost team in a fun environment. Bring any questions in these themed Ask-Me-Anything (AMA) sessions.

  • Room 1: British Theme
    • Hosted by Kevin from RPost, AMA E-Sign and E-Security
Thu 4:00 pm - 4:30 pm

4:30pm UK / 5:30pm CET – End of UK/Europe Sessions, Americas Sessions Start Soon

End of UK/Europe Sessions, Americas Sessions Start Soon

Thu 4:30 pm - 4:30 pm