The Westin Dallas Stonebriar Golf Resort & Spa | Frisco, TX
Join us in Texas for CORE 2024, Computershare’s annual GEMS and Entity Compliance Client Conference. This dynamic three-day, in-person event focuses on the latest entity management trends and best practices for corporate governance professionals. With educational breakouts, GEMS product announcements and demos, user-led discussions, expert panels, and fun networking experiences, CORE is a can’t-miss event for anyone looking to elevate their entity management and compliance practices. Don’t miss out, register now!
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Discover the latest entity management and compliance insights at CORE 2024
November 19-22, 2024
Agenda
Conference Rates
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The Westin Dallas Stonebriar Golf Resort & Spa
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; read what past attendees say about CORE.
Believe the Hype
At CORE, you’ll be among peers from every industry and job function. Plus, we’ll help you break the ice with nightly happy hours and networking events. Come away from the conference with a network of new contacts.
Connect
Hear from industry experts as well as peers and leave CORE feeling inspired and equipped to tackle new challenges with a different perspective.
Get Inspired
Discover new approaches to your entity management and compliance practices and gain expertise from sessions packed with actionable insights. Receive first-hand training on how to use GEMS from Computershare professionals and deepen your understanding and use of this platform.
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Why attend CORE 2024
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 22
Thursday, November 21
Wednesday, November 20
Tuesday, November 19
Training Topic A - Reporting Designed for GEMS users looking to better utilize the Reporting module in GEMS or 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 and customize existing sample reports in GEMS, build wholly new reports and how to schedule advanced reports to run on a recurring basis – automatically. Training Topic B - 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? Useful for 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 C - Application Customization Designed for GEMS users looking to personalize their site and tailor the information available in GEMS for their organization. Useful for anyone interested in learning how to capture and display information not normally available in GEMS as we explore how to build custom screens and screen fields to capture said data. We will also review how to customize the View More Details section of GEMS and the Entity Snapshot.
10:45 am – 12:30 pm
Training Topic A - Charting Designed for GEMS Charting Tool Edit Users looking to customize charts generated with the GEMS Charting Tool, this session will explore how to build charts, determine which data appears in charts, create sub-charts, apply custom formatting to chart boxes, and save charts and chart templates. Training Topic B - Basics Designed for new GEMS users, this session will teach users how to navigate the different features available within GEMS and how to leverage the various search tools to locate records and generate simple reports of GEMS data. Training Topic C - Administration Designed for Administrator Users. We will explore how Administrators add, manage, and disable user accounts, as well as how to leverage User Roles to customize which aspects of a GEMS database different users can access.
1:30 pm – 2:45 pm
3:00 pm – 4:30 pm
Training Topic A - Charting Designed for GEMS Charting Tool Edit Users looking to customize charts generated with the GEMS Charting Tool, this session will explore how to build charts, determine which data appears in charts, create sub-charts, apply custom formatting to chart boxes, and save charts and chart templates. Training Topic B - Basics Designed for new GEMS users, this session will teach users how to navigate the different features available within GEMS and how to leverage the various search tools to locate records and generate simple reports of GEMS data. Training Topic C - Administration This session is targeted toward Administrator Users. We will explore how Administrators add, manage, and disable user accounts, as well as how to leverage User Roles to customize which aspects of a GEMS database different users can access.
9:00 am – 10:30 am
9:00 am – 9:30 am
General Session: Welcome and Opening Remarks
9:30 am – 10:45 am
The Inside Scoop This two-part general session will include insights into the GEMS product enhancements 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 – 12:00 pm
Roundtable Discussion Open discussion in smaller groups around industry standards, processes and best practices. Share and collaborate with like-minded individuals in similar roles across multiple industries. Help the GEMS team understand some of the challenges of your day-to-day responsibilities.
12:00 pm – 12:30 pm
Live Q&A A live Q&A response to questions and topics discussed and raised during the prior roundtable discussion.
2:00 pm – 3:15 pm
Breakout 1 - Stay on Track: Mastering Activities With Compliance Tracker Learn how to maintain, manage and report on the very simple to the most complex compliance activities using the GEMS platform. This session will dive into the dynamics of how to stay on top of all your compliance items including to-do tracking, calendars, summary emails, reminders and reporting/dashboards. Breakout 2 - Rulebook Remix: Decoding Global Jurisdictional Changes and Future Trends Join us for a comprehensive session dedicated to understanding the latest jurisdictional regulatory changes that have impacted global entity management over the past year. This session will dive into the regulatory updates across key jurisdictions, offer insights into the upcoming regulatory trends and potential changes on the horizon.
3:15 pm – 3:30 pm
3:30 pm – 5:00 pm
Breakout 1 - Leveraging AI for Enhanced Entity Management Explore the transformative potential of artificial intelligence in entity management. This session will cover how AI is being integrated into GEMS to streamline processes and automate routine tasks. Breakout 2 - Regulatory Rodeo: Lassoing Domestic Legislation Changes and the Corporate Transparency Act Join us for an insightful session dedicated to exploring the latest domestic regulatory changes and the implications of the Corporate Transparency Act. This session will showcase recent updates across key states, examing how evolving regulations impact compliance. Additionally, we'll provide a comprehensive overview of the Corporate Transparency Act.
6:30 pm – 9:30 pm
Networking Reception
10:30 am – 10:45 am
12:30 pm – 1:30 pm
Lunch
2:45 pm – 3:00 pm
7:00 pm – 10:00 pm
Opening Reception
Client Panel - Harnessing the Power of GEMS GEMS Technology, best practices, and customization.
10:45 am – 12:00 pm
Roundtable Discussion Join us for an open discussion about AI and the future of GEMS automation. Split into smaller groups and collaborate on ideas for leveraging AI and the GEMS platform to simplify your day to day.
12:00 pm – 1:30 pm
1:30 pm – 2:30 pm
Client Panel - Panel Discussion Join a panel of your peers to understand how the GEMS solution has impacted their day-to-day responsibilities. Discover functionality and use cases that might be new to you, and hear what really makes a difference for fellow industry colleagues.
2:30 pm – 3:30 pm
Breakout 1 - Data Integrity: Best Practices for Maintenance and Accessibility Effective data maintenance is critical for accurate entity management. This session will delve into the best practices for maintaining and updating entity data, ensuring its integrity, accuracy and accessibility. Breakout 2 - Prepare for all Possibilities: M&A Activity, Unpredictable Corporate Changes and More Don’t wait until “the other shoe drops” to address the risks associated with maintaining the good standing of your legal entity structure. Whether your organization is preparing to close on a significant M&A deal or you are grappling with everyday entity corporate changes amidst personnel turnover – you need to ensure everything goes off without a hitch and no box is left unchecked. In this session we will discuss key risks that can be avoided through the adoption of subsidiary governance best practices to avoid the messy work of rectifying errors in the eleventh hour.
3:30 pm – 3:45 pm
3:45 pm – 5:00 pm
Breakout 1 - From Complexity to Clarity: Visualizing Corporate Structures for Strategic Insight In this session our experts will cover everything you want to know about organizational structure charting in GEMS. Using real life scenarios, they'll provide a deep dive into the GEMS Charting module and demonstrate the new and expanded functionality. Breakout 2 - Compliance Reporting: The Enterprise Management Edition Join us as we guide you through the process of reporting and tracking entity compliance at the enterprise level. Gain insight into the workflows and methodologies for effectively monitoring, reporting, and viewing compliance across your entire business.
5:00 pm
Free Time
9:00 am – 10:00 am
Breakout 1 - API Power Play: Connecting Entity Data Across Your Business Automation and connectivity between different systems has become the industry standard. Learn how GEMS integrates with other key business products that you use everyday. Breakout 2 - Regulatory Rodeo: Lassoing Domestic Legislation Changes and the Corporate Transparency Act Join us for an insightful session dedicated to exploring the latest domestic regulatory changes and the implications of the Corporate Transparency Act. This session will showcase recent updates across key states, examing how evolving regulations impact compliance. Additionally, we'll provide a comprehensive overview of the Corporate Transparency Act.
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 2024. 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
General Session: Closing Remarks and Discussion
12:30 pm – 2:00 pm
The Westin Dallas Stonebriar is a tranquil retreat located just outside the city of Dallas, but still close enough to all the action. Enjoy sophisticated surroundings for inspiring innovative discussion and discovery. Guests can enjoy a discounted hotel room rate of $249 plus additional taxes/fees per night for a single or double room (prices are subject to current tax rates).
Hotel and Travel Information
BOOK HOTEL ROOM
Our hotel room rate is only honored until Friday, October 28, 2024
Optional Training Sessions
> Reporting > Compliance Tracker > Application Customization > Charting > GEMS Basics > Administration
Cancellation Policy
Please note: Any cancellations made before September 13, 2024, will receive a 100% refund of the fees paid. Between September 13 – October 4, you will receive an 85% refund of the fees paid. Cancellations received after October 4, 2024, are not subject to refund.
*Contact us if registering separately to get the discount
$475
Guest*
$2,000 $2,200
Before June 21 June 22 – November 22
CORE 2024 + Training
$1,300 $1,500
CORE 2024
> Opening reception dinner on Tuesday > All conference sessions Wednesday-Friday > Continental breakfast Wednesday-Friday > Lunch Wednesday-Thursday > Wednesday night event and dinner
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 June 21. For information on hotel room rates, visit our Hotel and Travel information page.
The standard conference registration includes all regular conference activities from November 20-22, 2024:
Optional training sessions on Tuesday, November 19, 2024, 9:00 am – 4:30 pm can be added for an additional fee. 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, optional training sessions will be available for guests who want to improve their knowledge of the GEMS portal. Can I bring a guest to the conference? Attendees registering for CORE 2024 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? The Westin Dallas Stonebriar Golf Resort & Spa is in Frisco, TX, and is 20 minutes from Dallas Fort Worth 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 evening social events. Can I cancel my registration? Yes. Depending on when you cancel, you may qualify for a full or partial 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 2024 offers a valuable opportunity to improve your entity management processes, 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 and time spent away from the office. This justification toolkit provides resources to help you explain your return on investment for attending this conference. The kit includes:
Why you should attend
When justifying the reasons for attending CORE 2024, you should focus on the event’s benefits. CORE provides corporate governance professionals with development sessions focused on maximizing entity management using the GEMS platform and improving entity compliance practices. The sessions aim to provide users with tools and knowledge that they can use to enhance their company’s entity management practices.
Your manager will want to know how attending CORE 2024 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 2024 will be a valuable return on investment for them. While justifying the reasons for your attendance, make sure to demonstrate the cost and other expenses. When calculating the return on investment, we suggest using the information below.
Cost and return on investment
Registration fee
CORE 2024 Before June 7: USD $1,300 June 8 – November 22: USD $1,500
CORE 2024 + Training Before June 7: USD $2,000 June 8 – November 22: USD $2,200
Optional training sessions
Variable
Airfare
Transport to and from hotel
Hotel Room Rate: $249 and additional taxes/fees, per night before October 28, 2024
Hotel room
Complimentary on-site parking. Valet is $25 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
Justification Kit
