summit customer

Disclosure Management Customer Summit

Toronto, Canada | September 12-13, 2018

You are invited to join executives and the 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 interact with our industry experts.

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


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

Wednesday, September 12, 2018


17:00 – 20:00 pm | Networking Reception

Location : The Roof at SOCO
Delta Hotels by Marriott Toronto-75 Lower Simcoe St.,Toronto, ON M5J 3A6, Canada


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

  • All breakout sessions and supporting materials
  • Direct Q&A with our experts
  • Breakfast, lunch, and evening networking event

CPE Information:

Cost: Included in Summit Pass price
Program: Group Live
Prerequisites: None
Advance Preparation: None
Credits: Varies per session. Check agenda for credit allocation
Subject Area: Varies per session. Check agenda for credit allocation.
Level: Basic

For more information regarding refund, complaint and/or program cancellation policies, please contact or call: 925-730-4300
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 the 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:

Thursday, September 13, 2018


08:30-09:00 | Breakfast/Coffee
09:00-09:20 | Certent Executive Outlook
09:20-10:15 | Visionary Product Roadmap
10:15-10:30 | Networking Break
10:30-11:30 | The Hidden Power of CDM1 CPE in Specialized Knowledge
11:30-12:30 | Redefining Recurring Reporting: A Client Case Study
12:30-13:30 | Lunch
13:30-14:30 | XBRL: What’s New and What’s Coming1 CPE in Accounting
14:30-15:30 | Customer Success and Services
15:30-15:45 | Break
15:45-16:45 | Simplify SEDAR Search: Using DisclosureNet to Find Exactly What You Need1 CPE in Specialized Knowledge
16:45-17:00 | Closing Remarks

Our Ask the Experts table will be available throughout the day for you collaborate with our support and services team.

* Agenda subject to changes

More Information

This event is open to all of our Certent customers.

Our Certent Disclosure Management Regional Summit is being held at Delta Hotels by Marriott Toronto.

Hotel registration and travel accommodations are the responsibility of attendees.

Have questions? Contact us via email at

5 Reasons you Don’t Want to Miss this 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 on reporting best practices from Certent’s industry experts.

        4. Meet our Team –  Engage with our executive, product and customer success teams in an intimate setting.

        5. Ask the Experts –  Collaborate with our support and services experts to solve your most complex reporting challenges.

Michael Madigan
General Manager

Brett Alexander
Vice President, Product Management

Gene Dowdle
Vice President, Customer Success Management

Charlie Harris
Director, Business Partners-Americas

Don Hill
Vice President Global Services

Matt McFadden
Customer Success Manager

Kevin Beckberger
WW VP, Solution Engineering

Steve Smith
Senior Vice President, Disclosure Management

Hugh Wallis
Director, Regulatory Analysis

Topics Include

Internal Reporting

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

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 your customers.

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 The Roof at SOCO on September 12th.

Hotel & Travel

Our Certent Disclosure Management Regional Summit is being held at Delta Hotels by Marriott Toronto.

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

Hotel registration and travel accommodations are the responsibility of attendees.

Delta Hotels by Marriott Toronto
75 Lower Simcoe St.
Toronto, ON M5J 3A6, Canada
Tel.: (416) 849-1200

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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