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Disclosure Management Regional Summit

Houston, Texas | June 11-12, 2018


You are invited to join executives and the regulatory reporting experts from Certent at our Disclosure Management Regional Summit.


As a Certent customer, you don’t want to miss the opportunity to network with your peers, meet Certent executives, engage in educational sessions, and earn 4 CPE credits.

You will hear first-hand about the investments Certent is making in our software and services to support your financial reporting needs now and into the future.

Round out your experience by collaborating with peers during our exclusive networking event.

Space is limited for this intimate event. Register today to secure your ticket.

Event Agenda

Our experts will dive deep into recent regulatory reporting updates that could impact your company, best practices to streamline internal narrative performance reporting, share information on product updates and services to make your job easier, and more.

Monday, June 11 2018


5:00 – 8:00 pm | Networking Reception

Location : Del Frisco’s Double Eagle Steakhouse Houston
-5061 Westheimer Road, Ste 8060, Houston, TX, 77056

Tuesday, June 12 2018


07:30-08:00 | Breakfast/Coffee
08:00-08:45 | Certent Executive Outlook
08:45-09:45 | Customer Success: Product Roadmap and Services to Succeed
09:45-10:00 | Break
10:00-11:00 | XBRL: An Introduction to the Standard and Strategies for High Quality
11:00-12:00 | Narrative Performance Reporting: Telling the Story Behind the Numbers
12:00-01:00 | Lunch
01:00-02:00 | A Deep Dive Into the 2018 US GAAP Taxonomy
02:00-03:00 | Mining Disclosures for Golden Data: Best Practices for Disclosure Research
03:00-03:30 | Closing Remarks


By registering, you agree to attend the conference, which includes:

  • All breakout sessions and supporting materials
  • Access to 1:1 private consulting
  • Opportunity to earn 4 CPE credits
  • Direct Q&A with our experts
  • Breakfast, lunch, and evening networking event

More Information

This event is open to all of our Certent Disclosure Management and CDM customers.

Hotel registration and travel accommodations are the responsibility of attendees. To secure your room at our attractive block rate, please click here to book your accommodations.

Have questions? Contact us via email at


5 Reasons you Don’t Want to Miss the Houston Summit

  1. Networking with your Peers – Expand your professional network and learn how other leaders in your focus area achieve success.
  2. Do More with Certent – Learn how you can deploy Certent across additional lines of business in your organization.
  3. Keep Updated – Hear the latest regulatory updates from Certent’s industry experts.
  4. Earn CPE Credit – Gather best practices from Certent experts while earning up to 4 CPE credits.
  5. Get out of the Office – A day in a new environment can inspire creativity that will improve business processes.


Meet the Certent Team

Michael Madigan
General Manager

Kevin Beckberger
Vice President, Sales

Rob Blake
Vice President, Disclosure Management Solutions

Evan Condran, CPA
Vice President of Compliance Services

Greg Taylor
Director, Customer Success Management, Relationship Management

Topics Include

Internal Reporting

Learn how you can optimize and streamline your internal, management reporting processes by implementing Certent across various lines of business. Understand how you can ensure consistent data across your internal and external reporting workflows.

Regulatory Reporting

An overview of the changes and updates to regulatory reporting. How Certent can provide you the tools, services and expertise to understand these changes and how they affect you.

Product Updates & Roadmap

Understand Certent’s product updates and the plans to take the strongest features from all platforms to build a truly global SaaS solution that will empower you and your team.

Customer Success

Learn how our expert support and services team can help elevate your internal and external reporting processes. Understand how your dedicated customer success manager can help guide you towards greater success with our solutions.

Networking Opportunity

Collaborate and network with other Certent users and our expert staff at our exclusive networking event at Del Frisco’s Double Eagle Steakhouse Houston on June 11th. 



Hotel & Travel

Our Certent Disclosure Management Regional Summit is being held at the DoubleTree by Hilton Hotel & Suites Houston by the Galleria in Houston, Texas.

Below you will find hotel information to help plan your visit.

Hotel registration and travel accommodations are the responsibility of attendees. To secure your room at our attractive block rate, please click here to book your accommodations.

DoubleTree by Hilton Hotel & Suites Houston by the Galleria
5353 Westheimer Rd, Houston, TX 77056
Tel.: (713) 961-9000

Program: Group Live

Prerequisites: None

Credits: Up to 4 CPE Credits*

Subject Area: Specialized Knowledge and Applications

Level: Basic

Cost: Included in Summit Price

* In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.

Certent, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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