Welcome to

FA User Summit 2019!


The event of the year is here and we want you to join us! FA Solutions arranges a two-day gathering for FA Platform users where you are warmly welcome by this invitation. User Summit delivers interesting insights, latest news, and best practices to benefit and develop as a person and as a company – in a beautiful location and while networking with other FA users from different countries!



When: September 23rd – September 24th 2019
Where: Amadria Park Šibenik, Hoteli Solaris 86, Šibenik, Croatia (airport of arrival – Split)
Who is coming: Founders, Board Members, CEOs, CTOs, COOs, Heads of Risk Management, Heads of Business Development, Wealth Management Specialists, Client Support Specialists, Family Office Managers, Back Office Managers, Portfolio Managers, Fund Accountants, System Administrators, Controllers, Analysts
Entry fee: EUR 99 per participant (incl. conference, coffee breaks, lunch, dinner)

Excluding VAT. Invoiced together with the monthly subscription of FA Platform.

Participation in User Summit unlocks a wealth of knowledge about the product as well as the industry because it brings together professionals from Investment Management, Discretionary Asset Management, Family Offices, and Fund Administration fields.

The event also gives you a unique chance to learn about FA Platform’s best practices through hands-on workshops where you get to sharpen your skills under the guidance of FA Experts.

Two days full of valuable insights, productive discussions, networking, fantastic food, plenty of sunshine, and an exclusive insider view into our newest version of FA – it is just a taster of what you can expect from this experience.

FA User Summit days will provide you with:
– Introduction to new functionalities, upcoming features, and best practices for using FA Platform;
– Possibility to influence how FA Platform is developing;
– Sharpening your skills through hands-on workshops, with Manager’s, Operational, and Developer’s streams available;
– Insight into the current state and the future of the financial industry;
– Opportunity to meet your industry peers and our experts in discussions as well as set up personal meetings;
– Access to our expert consultants and technical staff;
– A great chance to meet your peers – other FA users from all walks of life. From C-level managers, to head of operations, to brilliant IT professionals, this event will provide a perfect setting for fruitful networking.

All these reasons make this year’s User Summit in sunny Croatia the place to be!


Registration

Registration deadline – August 25th.
Limited number of tickets available.

Choose the type of workshops you would be most interested in:


This event is for our customer companies only. FA Solutions reserves the right to confirm the eligibility of attendees. Registration is binding.

Agenda of the days


We will start off the event with a lively dinner to meet & greet each other on the evening of Sunday, 22 September at 19:30

Day 1
23 September


07.00-09:30 Breakfast
09:30

Day 1 kick-off Welcome to User Summit!
Oliver Syvänen, Sales & Account Manager
Richard Nordin, Managing Director UK

10:00 FA Now What we’ve developed recently
Highlights of the top new product features
Juha Lehtonen, CEO
Susanna Tiainen, Product Manager
Olli Jahkola, Product Manager (Extensions)
11:00 FA Next What will be developed next
Juha Lehtonen, CEO
Susanna Tiainen, Product Manager
Olli Jahkola, Product Manager (Extensions)
12:00 Lunch
13:00 Streams Multiple options available:

  • Manager’s stream

– Compliance
Johanna Bjenne, Martina Sundberg
– Trading automation in FA
Richard Nordin, Ann-Kristin Siljeström

  • Operational stream

– Customer service in FA
Kai Morri, Mikko Suomi
– Reconciliation flow in FA
Lauri Lietzen, Johanna Bjenne, Elina Mäkelä

  • Technical stream

– Querying FA with SQL
Olli Jahkola, Matti Mäkinen
– Practical applications of APIs in FA
Juha Lehtonen, Richard Ruthberg

15:00 Coffee break
15:30 Panel discussion
What is the future of the Wealth Management industry?
Moderator: Andreas Ullsten, Sales Executive
16:45 Wrap-up of day 1
Oliver Syvänen, Sales & Account Manager

19:00 FA 20 Gala Networking over drinks and a wonderful dinner
Cocktail attire recommended

Day 2
24 September


07:00-
10:00
Breakfast
10:00 Day 2 kick-off
Oliver Syvänen, Sales & Account Manager

10:15 Streams
Multiple options available:

  • Manager’s stream

– How FA can best support your business
Juha Lehtonen, Ann-Kristin Siljeström
– Machine learning and FA
Olli Jahkola

  • Operational stream

– Introduction to FX contracts
Susanna Tiainen, Torbjörn Lindström
– Pre- & post-trade limits
Susanna Tiainen, Johanna Bjenne

  • Technical stream

– Customising FA Front
Johan Nordmark, Siddhant Gupta
– Integrating FA with other services
Johan Nordmark, Juha Lehtonen

12:15 Official part of the User Summit ends
Oliver Syvänen, Sales & Account Manager
12:30 Lunch
13:30 Opportunities for private meetings / group activities / networking
15:00 Coffee break

Check-out, departure


Workshops

Individual topic choices for each attendee will be collected later via email.


Stream 1 – Relationship with FA
Finding ways for mutual value creation. What is your experience and expectation? How can we serve you even better?
Stream 2 – FA Platform
Working with FA Back and FA Front. Learn how to use FA better and influence on how FA can support your needs in the future.
Stream 3 – Features in FA
Digging deeper into selected functionalities. Learn how to utilize these in your business and influence on how FA can support your needs.
Stream 4 – Business
Meet your industry peers, discuss the trends in the industry, and influence on how FA can support your business.
13:00 Communication with FA Team Usability & Navigation in FA Back Reporting Distribution
13:30 Training practices for FA Users Introduction to FA Front
For organizations not yet using FA Front
Derivatives Family Offices & Alternative Investments
14:00 Communication with FA Team Usability & Navigation in FA Back Limits Discretionary Asset Management
14:30 Training practices for FA Users Future development of FA Front
For more advanced users of FA Front or after participating the introduction session
Monitoring Fund Management

Flights

There are direct flights available from Finland, Sweden and other countries to Split airport. It is recommended to arrive on the evening of September 22nd and fly back no earlier than the evening of September 24th to benefit from the full program.

Accomodation

We made sure that User Summit attendees will get the best accommodation offer! Just for you, single rooms at Amadria Park Ivan are 105 EUR/night. We will personally send you a code that should be used for accommodation booking.

FA User Summit 2018 scored

4,6/5

stars in the feedback survey – and will even improve this year!


“The presentations gave me new ideas how to use FA in our business.”

“This was just perfect, good topics and super that two employees from FA attended each roundtable.”

“Even though the people came from different backgrounds, there were many interesting points arising.”

“Very good presentations about what FA can offer in the future.”

Classic Queen room
One queen bed

Wednesday November 15th, 2017
For one 110 EUR / night
For two 118,50 EUR / night

Thursday November 16th, 2017
For one 110 EUR / night
For two 118,50 EUR / night

Classic Twin room
Two twin beds

Wednesday November 15th, 2017
For one 110 EUR / night
For two 118,50 EUR / night

Thursday November 16th, 2017
For one 110 EUR / night
For two 118,50 EUR / night

Venue

Highlights of the User Summit 2018


Pictures from the previous User Summit


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