Client Conference

15-16 May, 2025 | Miami, Florida, USA

Conference Agenda
(High-Level Overview)

Final agenda will be announced soon.

1

AI Innovations in Financial Technology

Explore the latest advancements in AI-driven reconciliation, data capture, and automation.

2

FundCount Product & Technology Updates

- Progress since May 2024: Key updates and service enhancements
- Future roadmap: What’s next for FundCount

3

Compliance & Cybersecurity

Discuss the evolving regulatory landscape and best practices for safeguarding your firm’s data.

4

FinFly: The Future of Data Aggregation & Investor Portals

Discover how FinFly is revolutionizing data aggregation and investor experiences.

Meet the Speakers

"FundCount is dedicated to delivering cutting-edge solutions that empower our Clients to operate with greater efficiency and confidence."
Alex Ivanov
CEO & Co-founder
"We are committed to ensuring our Clients have access to the best financial technology and services in the industry."
Ashley Whittaker
President of Global Sales
"Successful implementations are the foundation of long-term client success. We look forward to sharing our expertise."
Baldassare Genova
Director of Implementations
"Our Clients' success is our priority. This event is about providing insights and support to help them thrive."
Gavin Vieyra
Director of Client Success
"Continuous innovation is key to delivering solutions that meet the evolving needs of our Clients. I’m excited to share insights into our latest product developments."
Vitaly Litvak
Product Manager

Event Details

Dates

15 May, 2025
Welcome Drinks & Informal Networking (Evening)

16 May, 2025
Conference Day (8 AM - 1 PM)

Location

Miami, Florida, USA
InterContinental Miami Hotel

Conference Fee

$750 per attendee

Your conference fee includes:
✅ Access to all sessions and discussions
✅ Networking opportunities with FundCount executives and fellow Clients
✅ Welcome evening networking with cocktails

Hotel Accommodation
Please note that the conference fee does not include hotel accommodation. Attendees are responsible for booking their rooms directly with a hotel of their preference. We recommend securing your reservation early to ensure availability.

Secure Your Spot

This is an invite-only event with limited capacity. Secure your spot today!

FAQ 

The registration fee includes access to all conference sessions, networking events, and the welcome cocktail reception on the evening of May 15.

No, hotel accommodation is not included in the registration fee. Attendees are responsible for booking their own accommodations.

✅ Cancellations made on or before April 15, 2025: Full refund, minus any processing fees.
✅ Cancellations made between April 16 and May 1, 2025: 50% refund.
✅ Cancellations made on or after May 2, 2025: No refund will be issued.

Yes, you may choose to attend only the official conference sessions on May 16 and skip the informal networking on May 15.

The dress code is business casual. We recommend bringing a light jacket or sweater, as conference rooms may be cool.

Some session materials may be shared with registered attendees after the event. However, live presentations and discussions are exclusive to conference participants and will not be recorded.

If you need to update your registration information, please contact Nikita Bowen at n.bowen@fundcount.com. Changes must be made before May 9, 2025.

For any inquiries, please reach out to Nikita Bowen at n.bowen@fundcount.com

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