summit partner

Disclosure Management Partner Summit

Toronto, Canada | September 12-14, 2018

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

As a Certent partner, 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.

From product discussions to sales enablement sessions, you will gain the knowledge needed to take your CDM business to the next level.


Round out your experience 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

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


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

Friday, September 14, 2018


08:00-08:30 | Breakfast/Coffee
08:30-09:30 | Product Roadmap
09:30-10:00 | Network Break
10:00-10:45 | Business Development
10:45-11:30 | Open Roundtable
11:30-11:45 | Closing Remarks
11:45-12:45 | Lunch
13:00-15:00 | 1-1 Meetings
*Agenda subject to changes

More Information

Day one of the event is designed for customers. Partners may attend breakout sessions on September 13th only if they have a CDM customer in attendance. Day two is designed solely for our partner network – no customers will be in attendance on September 14th.

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

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:

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.

Networking Opportunity

Collaborate and network with 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.

Get in touch |