OVERVIEW
What is it?
Advisory is an opportunity for us to come together and learn from each other. We will discuss industry hot topics, audit concerns, Premium Pro Enterprise as well as Stratus, our new software platform.
Who is it for?
You! All TriTech Software and Services clients are invited. Space is limited to 100 attendees, max of 3 per company, with the option to waitlist additional attendees.
Certificates
In addition, you can receive CPE credits for attending the meeting.
DAY BY DAY
We will cover a variety of topics every day, but you can expect to hear from industry leaders who will share their insights on current Premium Tax topics. You will also hear form TriTech staff who will discuss the current and future version of Premium Pro Enterprise.
FREQUENTLY ASKED QUESTIONS
Pricing… What does the $100 fee cover?
Each company can register 3 attendees and the fee for each attendee is $100. This is NOT a hotel or transportation fee; this is a conference fee.
The $100 per attendee conference fee includes the Monday evening reception, all sessions, as well as breakfast and lunch on Tuesday, Wednesday, and Thursday.
Attendees are responsible for their own airfare, hotel, transportation, and other meals such as dinner.
Can we transfer registration to another employee within our company?
Yes, you can absolutely transfer registration to another employee within your company. Send us an email and let us know.
Will I receive a refund if I am unable to attend the conference?
If you are unable to attend the conference or transfer your registration to a coworker, we will credit your account for the $100 registration fee until April 5, 2024. After April 5, 2024, your $100 registration fee will not be credited.
Will I be able to edit my individual registration selections?
Yes, you will be able to easily change your individual registration by emailing your changes to advisory@tritechsoft.com.
I am a first-year advisory attendee, what can I expect from the sessions?
We will all come together for general sessions, and we have added time for breakout sessions (tentative topics: Life & PC advisory discussions, software products, and other areas of interest). You will have multiple opportunities to ask questions from our panel of experts and other attendees. Please check out our agenda here.
What’s on the agenda?
Please check out our agenda here.
Exploration… Will there be a planned excursion or free exploration time?
We do not have a planned group excursion for 2024 but we do have a couple plans for dinner (details TBA).
Are my traveling companions able to join me for the Harbor Cruise?
Absolutely! We’re excited to welcome you and your traveling companions with a Charleston dinner cruise. Please make sure you include them on your RSVP when you complete your individual registration or email advisory@tritechsoft.com and we’ll edit your individual registration.
What is the dress code for Advisory?
The dress code for the Advisory sessions is casual. The Harbor Cruise recommends a dress code of resort casual.
Will transportation be provided to and from the airport?
No, the Hyatt House/Place does not provide an airport shuttle. The airport is 11 miles from the hotel, so we recommend a taxi or a service like Uber or Lyft.
Will transportation be provided to and from the special Wednesday dinner?
Yes, the restaurants we are looking at are on the DASH route, if a restaurant falls outside of the DASH route TriTech will arrange a shared ride service.