CORE 2023
Gaylord Palms Resort & Convention Center Kissimmee, FL
Join us in sunny Florida for Computershare’s CORE 2023, our annual GEMS and Entity Compliance Client Conference. This three-day, in-person event covers all aspects of entity management and compliance for corporate governance professionals. At CORE 2023, you’ll benefit from expert panels, user-led discussions, and hands-on sessions focused on how to improve your entity management and compliance practices. You’ll also discover how to maximize your entity management using the GEMS platform. Don’t miss out and sign up now.
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Register now before rates go up
Discover the latest entity management tips and trends at CORE
November 7-10, 2023
Agenda
Conference Rates
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Gaylord Palms Resort & Convention Center
Very informative and fun! Great balance."
I liked the social aspect. The interactive ability for the audience made it even more engaging."
Excellent conference with well-shaped sessions."
Efficiently organized with useful discussions."
I get to tap into new ideas that will help my coworkers."
I value the opportunity to share experiences and get inspiration from other users."
I am amazed at how much I think I know about GEMS and am equally amazed at these conferences and how much there is still to learn."
The best benefit is the opportunity to interact with other clients to improve our entity management knowledge."
Don’t just take our word for it; past attendees are still raving from previous years at CORE.
Believe the Hype
You’ll be able to meet with corporate governance professionals from other companies and share ideas. You will come away with innovative ideas from peer-led discussions and a network of contacts.
Connection
Sessions with industry experts and other professionals will allow you to share ideas and inspire you to better manage your entity framework. You will develop a deeper understanding of how technology can serve your entity compliance needs and walk away with ready-to-use solutions to implement at your company.
Inspire
At CORE, you’ll discover the latest entity compliance insights and learn how to implement these to take your corporate governance practices to the next level. Moreover, you’ll receive first-hand training on how to use GEMS so that your company can get the most from this platform.
Educate
Reasons to Attend
Justification Toolkit
Resources to help explain why you should attend
This toolkit provides resources to help you explain the substantial return on investment for attending this training.
Computershare's GEMS and Entity Compliance Client Conference
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Friday, November 10
Thursday, November 9
Wednesday, November 8
Tuesday, November 7
Training Topic A - Advanced Searching/Dashboards Designed for GEMS users looking to illustrate & understand GEMS data in new ways. Anyone interested in learning more about how Advanced Search information can be used & shared with the wider GEMS userbase within their organization. We will explore how to build custom dashboards, graphs, bar charts & then how to share this information with others in GEMS. Training Topic B - Site Configuration Designed for GEMS users looking to make their site their own & tailor the information available in GEMS for their organization. Anyone interested in learning how capture & display information not normally available in GEMS. We will explore how to build custom Screens & Screen fields to capture data not normally held in GEMS. We will also review how to customize the View More Details section of GEMS & the entity Snapshot. Training Topic C - Verifications/Approvals Designed for GEMS users looking to ensure data being entered into their database is both correct & up to date. Anyone interested in introducing a 4-eye review process to the data in GEMS & building organisation confidence & buy in for their GEMS data. We will explore the purpose of Internal Contacts & how to implement the Verification & Approval modules in GEMS.
Tuesday, November 7 - Training
10:45 am – 12:30 pm
Training Topic A - Reporting Designed for GEMS users looking to better utilize the Reporting module in GEMS. Anyone interested in learning how to utilize the custom reporting building element in GEMS and streamline existing reporting processes. We will explore how to build customize existing sample reports in GEMS, build wholly new reports & how to schedule advanced reports to run on a recurring basis - automatically. Training Topic B - Contracts Designed for GEMS users wishing to manage the entire contract lifecycle, starting with the creation of the contract record in GEMS, routing it through the appropriate approval channels (if desired), managing the data in GEMS, and ensuring you are current on renewals, if applicable. We will explore how to add new contract records in GEMS, how to get the most out of the Contract Snapshot and how add/hide fields to Contract Types to ensure a tailored experience when creating new contracts in GEMS. Training Topic C - Compliance Tracker Designed for GEMS users looking to provide oversight into the workflows behind changes in entity data. For example, when an entity changes its name, what other procedures need to be followed in addition to updating the data in GEMS? Anyone interested in bringing existing entity data related workflows into GEMS in the form of to-do lists. We will explore how to create Activity Templates within GEMS to ensure processes are adhered to.
Training Topic A - Advanced Searching/Dashboards Designed for GEMS users looking to illustrate & understand GEMS data in new ways. Anyone interested in learning more about how Advanced Search information can be used & shared with the wider GEMS userbase within their organization. We will explore how to build custom dashboards, graphs, bar charts & then how to share this information with others in GEMS. Training Topic B - Site Configuration Designed for GEMS users looking to make their site their own & tailor the information available in GEMS for their organisation. Anyone interested in learning how capture & display information not normally available in GEMS. We will explore how to build custom Screens & Screen fields to capture data not normally held in GEMS. We will also review how to customize the View More Details section of GEMS & the entity Snapshot. Training Topic C - Verifications/Approvals Designed for GEMS users looking to ensure data being entered into their database is both correct & up to date. Anyone interested in introducing a 4-eye review process to the data in GEMS & building organisation confidence & buy in for their GEMS data. We will explore the purpose of Internal Contacts & how to implement the Verification & Approval modules in GEMS.
1:30 pm – 2:45 pm
3:00 pm – 4:30 pm
Reporting Designed for GEMS users looking to better utilize the Reporting module in GEMS. Anyone interested in learning how to utilize the custom reporting building element in GEMS and streamline existing reporting processes. We will explore how to build customize existing sample reports in GEMS, build wholly new reports & how to schedule advanced reports to run on a recurring basis - automatically. Contracts Designed for GEMS users wishing to manage the entire contract lifecycle, starting with the creation of the contract record in GEMS, routing it through the appropriate approval channels (if desired), managing the data in GEMS, and ensuring you are current on renewals, if applicable. We will explore how to add new contract records in GEMS, how to get the most out of the Contract Snapshot and how add/hide fields to Contract Types to ensure a tailored experience when creating new contracts in GEMS. Compliance Tracker Designed for GEMS users looking to provide oversight into the workflows behind changes in entity data. For example, when an entity changes its name, what other procedures need to be followed in addition to updating the data in GEMS? Anyone interested in bringing existing entity data related workflows into GEMS in the form of to-do lists. We will explore how to create Activity Templates within GEMS to ensure processes are adhered to.
9:00 am – 10:30 am
9:00 am – 9:30 am
Welcome & Opening Remarks Discussion around what we heard from attendee's last year, industry trends and the improvements we made.
9:30 am – 10:45 am
The Inside Scoop This two part general session will include insights into the GEMS product enchancements over the last year along with an executive conversation with Tony Ford and Andrew Moore on key topics on product development.
10:45 am – 11:00 am
Break
11:00 am – 12:30 pm
Roundtable Discussion
12:30 pm – 2:00 pm
Lunch
2:00 pm – 3:15 pm
Breakout 1 - Let's Get this Party Charted In this session our experts will cover everything you want to know about organizational structure charting in GEMS. Through a deep dive into the GEMS Charting module they'll cover creation, viewing, sharing and exporting plus offer a preview of the module enhancements coming by end of 2023. Breakout 2 - Navigating Regulatory Change Across the Globe This session is aimed at discussing and understanding the impact of regulatory shifts on businesses operating in multiple jurisdictions. From the effects of the recent UBO registration to the Corporate Transparency, we’ll explore the challenges, opportunities, and best practices associated with adapting to the evolving global regulatory landscapes, with a focus on ensuring compliance, mitigating risks, and optimizing business strategies.
3:15 pm – 3:30 pm
3:30 pm – 5:00 pm
Breakout 1 - From Siloed to Integral: Overcoming Challenges in Data Integrity and Utilization In this session our experts will share how you can overcome challenges in data intergration and utlization. They'll explore data maintenance (including data wizards & super admin), approvals and verifications as well as highlight process integrity and compliance with attestations. Breakout 2 - Top Trends in Global Equity Compliance: What You Need to Know In a constantly evolving global regulatory landscape, ensuring compliance can be a daunting task for any organization. As compliance requirements become more complex, managing costs, streamlining data management, and maximizing efficiency while doing more with less are critical considerations. In this session, we will explore the top trends in global entity compliance and the best practices necessary to navigate this complex landscape. Drawing on our experience from working with clients across the globe, and supported by external experts, we’ll provide some examples of what works well, what doesn’t, and give suggestions as to how you can avoid common pitfalls.
6:30 pm – 9:30 pm
Networking Reception
10:30 am – 10:45 am
12:30 pm – 1:30 pm
2:45 pm – 3:00 pm
7:00 pm – 10:00 pm
Opening Reception
Client Panel - Harnessing the Power of Customization During this panel discussion, you'll learn how clients have crafted core features in GEMS like the Entity Snapshot, Custom Screens, Custom Fields & Custom Field Rules to meet the specific needs of their enterprise and truly enable their users.
11:00 am – 12:00 pm
Keynote Speaker
12:00 pm – 1:30 pm
1:30 pm – 2:30 pm
Client Panel - Successfully Managing Your Compliance Workflows In this panel discussion, clients will showcase how they have successfully managed entity compliance workflows through the implementation of the powerful and flexible Compliance Tracker feature.
2:30 pm – 3:15 pm
Breakout 1 - Leveraging Your Entity Data Beyond Your Immediate Domain In this session we'll focus on the power of GEMS APIs utilising examples of how clients have integrated their GEMS data into other applications and vice versa. Breakout 2 - The Compliance Powerhouse: Entity Audits and Remediation Join us to discuss entity audit and remediation processes to address compliance issues within your entity structure. Participants will learn about the importance of entity audits, effective remediation strategies, and explore ways to promote entity compliance. This session will provide a platform for sharing insights, exchanging best practices, and developing robust frameworks to navigate entity audits and implement necessary remediation measures for improved organizational compliance.
Breakout 1 - Mastering Your Compliance Workflows: Strategies for Easy Implementation As a follow up to the client panel discussion 'Successfully Managing Your Compliance Workflows", our GEMS experts will demonstrate how you can start to get the same value and benefits by implementing Compliance Tracker within your organization. Breakout 2 - The Secrets to Streamlined Global Entity Compliance Inefficiency has no place in your entity management processes. To ensure your company is set up for success, you need accurate and organzied workflows. In this session we'll explore the importance of automation and how to leverage GEMS to shape better entity compliance practices everywhere you operate.
5:00 pm
Free Time
9:00 am – 10:00 am
Breakout 1 - Data Delights: Mazimizing the Creative Possibilities of Your Entity Data From basic and advanced searches to canned reporting and customized tabular views to data visualizations, this session will highlight the variety of ways to output data in GEMS. Our experts will share best practices and insights on which tools to use and when. Annual Report Filings: The Hard Truths and How to Face Them In this session, we’ll discuss new trends and top tips for anyone involved in annual report filings. Key topics include the fundamentals of filing annual reports, common challenges, impacts of missed filings, and best-practices to ensure success.
10:00 am – 10:15 am
10:15 am – 11:00 am
Focus on the Future: The Latest GEMS Updates and Advancements Spotlight on what's coming up next on the GEMS product roadmap alongside some aspirational thoughts for the future.
11:00 am – 11:45 am
Some Final Little GEMS... Join us for a dynamic session where we bring the conference to a grand finale by recapping all the valuable knowledge and insights shared throughout CORE 2023. Our panelists will discuss the key takeaways from conference sessions, feedback from the roundtable discussions and share their favorite GEMS tips and tricks to supercharge your success.
11:45 am – 12:00 pm
Closing Remarks & Discussion
The Gaylord Palms Resort & Convention Center is just a stone’s throw away from Walt Disney World and Universal Orlando Resort in Kissimmee, Florida. Enjoy sophisticated and exciting surroundings perfect for inspiring innovative discussion and discovery. Hotel Room Rate: $206 + $38 Resort fee and additional taxes/fees, per night.
Gaylord Palms Resort & Convention Center | Kissimmee, FL
Hotel/Travel Information
BOOK HOTEL ROOM
Our hotel room rate is only honored until Friday, October 13, 2023
CORE 2023 guests can also enjoy discounted tickets for the Walt Disney World and Universal Orlando theme parks, including 1-day, 2-day, and 3-day passes. You can find more information about the discounted rates here.
Discounted Walt Disney World & Universal Orlando Tickets
Optional Training Sessions Tuesday November 7, 2023, 9:00 am - 4:30 pm
> Advanced Searching/Dashboards > Site Configuration > Verifications/Approvals > Reporting > Contracts > Compliance Tracker
Cancellation Policy
Please note: Any cancellations made before September 1, 2023, will receive 100% refund of the fees paid. Between September 1-22, you will receive 85% refund of the fees paid. Cancellations received after September 22, 2023, are not subject to refund.
*Contact us if registering separately to get the discount
$475
Guest*
$2,000 $2,200
Before July 14 July 15 – November 7
CORE 2023 + Training
$1,300 $1,500
> Opening reception dinner > Continental breakfast Wednesday-Friday > Lunch Wednesday-Thursday > Wednesday night event and dinner
Guests can enjoy a discounted hotel room rate of $206 per night for a single or double room, plus a $38 nightly resort fee (prices are subject to current tax rates).
Take advantage of discounted rates with early bird registrations and by bringing a colleague to the conference. Group bookings of two or more guests can also enjoy $200 off if registering before July 15. Each conference fee includes:
Your conference registration includes all conference activities from November 7-10, 2023 (main sessions, workshops, and social nights including Tuesday evening's opening reception).
Training sessions will be available for guests who want to improve their knowledge of the GEMS portal. This year, the training sessions are split into modules to make it easier for guests to attend those that most interest them. The training modules cover a variety of topics, including the following:
FAQs
How much is the registration fee? Click here for pricing information. Will there be training offered at the conference? Yes. For an additional fee, you can participate in optional training sessions covering Advanced Searching/Dashboards, Site Configuration, Verifications/Approvals, Reporting, Contracts, and Compliance Tracker. Can I bring a guest to the conference? Attendees registering for CORE 2023 can bring a guest for US $475. Both guests must register at the same time during the registration process to enjoy the offer. How do I get to the conference? Gaylord Palms Resort & Convention Center is in Kissimmee, Florida, and is 20 minutes from Orlando International Airport. Click here to visit the hotel website. What attire is appropriate for the conference? We recommend business casual for training, general sessions and workshops during the day. The temperature inside the conference rooms can vary, so wearing layers is advised. We recommend casual or festive attire for the evening social events. Can I cancel my registration? Yes. Depending on when you cancel, you may qualify for a full or partial payment refund. Click here for our cancellation policy. Who do I contact if I still have questions? Please contact the Computershare Events Team at CPUEvents@computershare.com for more information.
How to calculate your return on investment
Justification letter template to give your supervisor
Tips and talking points
Benefits of attending
CORE 2023 offers a valuable opportunity to improve your entity management practices, explore emerging trends and best practices, and gain insights to take on today’s compliance demands. But we get it; sometimes, you need to justify the expense to attend and your time away from the office. This justification toolkit provides resources to help you explain the substantial return on investment for attending this training. The kit includes:
Why you should attend
When justifying the reasons for attending CORE 2023, you should focus on the event’s benefits. CORE provides corporate governance professionals with development sessions focused on how to maximize entity management using the GEMS platform as well as improve entity compliance practices. The sessions aim to provide users with tools and knowledge that they can use to enhance their company’s entity framework practices.
Your manager will want to know how attending CORE 2023 will benefit you and the company. The surest way to gain your supervisor’s approval is by demonstrating how the company will profit from investing in your attendance. Here are some tips for common talking points:
“I’ll learn about the latest developments in entity compliance processes” You’ll discover the newest entity compliance processes ensuring that your company stays up to date with this evolving area of corporate governance. “I’ll gain a greater understanding of entity management software” The CORE conference is the best way to gain more firsthand knowledge of GEMS. Sessions led by Computershare members will demonstrate how you can use this software to easily manage your company’s entities and corporate governance processes. “I’ll be able to learn from other industry experts and professionals” Other corporate governance professionals will be in attendance, as well as expert speakers. You’ll be able to hear case studies, learn best practices from peers, and then implement these solutions at your organization. “I’ll develop my professional skill-set and work towards personal goals” Attending CORE will help with your professional growth, allowing you to develop important skills and approaches related to corporate governance. “Computershare is a leading figure in the corporate governance world” Computershare’s stellar reputation for offering corporate governance solutions means it is at the forefront of entity compliance changes. With its entity everything solution, GEMS, Computershare is constantly developing tools to help businesses comply with entity regulations and reduce risk and cost.
Short on time? No worries. We have provided a customizable justification letter template that you can send to your manager, complete with information about the event.
Justification letter template for your supervisor
DOWNLOAD TEMPLATE
You’ll need to show your company that the cost of attending CORE 2023 will be a valuable return on investment for them. While justifying the reasons for your attendance, make sure to clearly demonstrate the cost and other expenses. When calculating the return on investment, we suggestion using the information below.
Cost and return on investment
Registration fee
CORE 2023 Before June 26: USD $1,300 June 27 – November 7: USD $1,500
CORE 2023 + Training Before June 26: USD $2,000 June 27 – November 7: USD $2,200
Optional training sessions
Variable
Airfare
Transport to and from hotel
Hotel Room Rate: $206 + $30 Resort fee and additional taxes/fees, per night
Hotel room
If driving to the hotel parking starts from USD $28 per day.
Parking
Breakfast included: Wednesday-Friday Lunch included: Wednesday-Thursday Dinner included: Tuesday-Wednesday
Food costs
For any other applicable expenses such as mileage.
Reimbursement fees
