Client Conference

16-17 October, 2025 | Jersey City, New Jersey, USA

Register now

Conference Agenda

October 16, 2025
6:00 PM
Welcome Drinks & Informal Networking
DRESS CODE: Business Casual Acceptable Attire:
  • - Shirts: Collared shirts (button-downs, polos), Dressy blouses, Sweaters, Jackets and blazers
  • - Bottoms: Dress pants, Tailored Shorts, Chinos, Dark-wash jeans (no rips or distressing), Skirts and dresses
  • - Footwear: Dress shoes, Loafers, Clean, fashion sneakers, Dressy sandals, Boots
  • - Hats: Stylish, fashion-forward hats
Not Acceptable Attire:
  • - Shirts: T-shirts (especially with graphics or slogans), Tank tops, Muscle shirts,
  • - Athletic wear
  • - Bottoms: Shorts (including tailored shorts during evening service), Sweatpants, leggings, or athletic wear, overly distressed or ripped jeans
  • - Footwear: Flip-flops, Beach sandals
  • - Outerwear: Overly casual outerwear (e.g., hoodies, sports jackets)
  • - Hats: Baseball caps, Athletic hats
October 17, 2025
8:00 AM – 8:30 AM
30 min
Registration

    

8:30 AM – 8:45 AM
15 min
Opening Remarks:

FundCount Vision & Strategy

Alex Ivanov, CEO & Co-founder, FundCount

8:45 AM – 9:15 AM
30 min
Navigating Cybersecurity Risk:

Best Practices for Compliance and Data Protection

Michael Petrov, CEO, Digital Edge

9:15 AM – 9:45 AM
30 min
Client Experience:

How FundCount Drives Operational Efficiency

9:45 AM – 10:05 AM
20 min
Break

  

10:05 AM – 10:50 AM
45 min
What’s New at FundCount:

Product Updates & Roadmap Ahead

Vitaly Litvak, Product Manager, FundCount

10:50 AM – 11:20 AM
30 min
AI-Driven Accuracy:

Reconciliation and Operational Intelligence

Vitaly Litvak, Product Manager, FundCount

11:20 AM – 11:35 AM
15 min
Break

  

11:35 AM – 12:05 PM
30 min
Document Intelligence in Action:

Smarter Alternatives Data, Better Investor Portals

Alex Ivanov, CEO & Co-founder, FundCount

12:05 PM – 12:50 PM
45 min
Use of Power BI & Custom Reports Templates:

Panel Discussion

1:00 PM – 3:00 PM
Post-Conference Social:

Lunch, Lounge & Happy Hour

Meet the Speakers

Alex Ivanov
CEO & Co-founder, FundCount
Michael Petrov
CEO, Digital Edge
Patty Fitzsimmons
Vice President of Accounting, Aquilance
Gavin Vieyra
Director of Client Success, FundCount
Vitaly Litvak
Product Manager, FundCount

Event Details

Dates & Times

16 October, 2025
6:00 PM: Welcome Drinks & Informal Networking

17 October, 2025
8:00 AM – 1:00 PM: Conference Day
1:00 PM – 3:00 PM: Post-Conference Social: Lunch, Lounge & Happy Hour

Location

DoubleTree by Hilton Hotel & Suites Jersey City
455 Washington Boulevard, Jersey City, New Jersey, 07310, USA

Conference Fee

$499 per attendee (accommodation not included)

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!

Registration is closed

FAQ 

The registration fee includes access to all conference sessions, networking events, the welcome cocktail reception on the evening of October 16, and the post-conference social on the afternoon of October 17.

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

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

Yes, you may choose to attend only the official conference sessions on October 17 and skip the informal networking on October 16.

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 October 13, 2025.

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

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