summit 2019


2019 Disclosure Management Regional Summit

Toronto, Canada | September 19th, 2019

Join us for this informative and interactive day filled with product updates, networking opportunities and best practice ideas that will inspire you and your reporting processes!

Thursday, 19 September 2019

*Agenda subject to change

08:30-09:00 | Registration/Breakfast
09:00-09:30 | Certent Corporate Update
09:30-10:45 | CDM Product Roadmap: A Look into the Future
10:45-11:00 | Networking Break
11:00-12:00 | What’s New in CDM: Features and Functionality You May Have Missed
12:00-13:00 | Lunch
13:00-14:30 | CDM Workshop: Best Practices to Optimize Your Reporting Cycle
14:30-14:45 | Break
14:45-15:15 | Extend Your Team: Services to Support You
15:15-16:00 | Customer Case Study Session
16:00-16:15 | Closing Remarks
16:15-18:00 | Networking Reception


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

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

If you have any questions about this regional summit, please contact our team via email:  

Meet the Certent Team

Michael Madigan
Chief Revenue Officer

Gene Dowdle
Vice President, Customer Success Management

Brett Alexander
Vice President, Product Management

Don Hill
Vice President Global Services

Justin Lai
Director, Product Management
Disclosure Management

Steve Smith
Senior Vice President
Disclosure Management

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 19th.

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.

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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