Monday September 26th
ECM Toolbox Conference
Ritz – Carlton NoMad
Accommodations
Renaissance New York Chelsea Hotel
112 W 25th St, New York, NY 10001
September 25-27, 2022
Special Rate of $279* per night plus taxes includes:
*This rate is valid for the first 10 reservations booked before August 26, 2022.
Schedule of Events
7:00-9:00am – Breakfast & Registration (See Menu Below)
9:00-9:30am – Opening remarks and Awards
9:30-10:00am – ECM Toolbox Roadmap
10:00-10:30am – Partner Presentation (DTI) – Business Case
10:30-10:45am – Break (See Menu Below)
10:45-11:30am – ECM Toolbox Compliance and Efficiency Modules
11:30am-12:00pm – Artsyl Presentation
12:00-1:00pm – Lunch (See Menu Below)
1:00-1:30pm – AP Automation
1:30-2:00pm – Partner Presentation – Business Case
2:00-2:30pm – EasyFile – The Future
2:30-2:45pm – Break (See Menu Below)
2:45-3:30pm – COO of Fortune 1000 Bank Presents Financial Institution with 500,000 Workflow Transactions
3:45-4:15pm – ECM Toolbox Capture Plus
4:15-5:00pm – General Topics – Sales, Professional Services, SOW, Project Templates
5:00-7:00pm – Cocktails & Bites (See Menu Below)
**Schedule subject to change
Speakers
Richard Tamaro
President, CDM
Ryan White
President, DTI
Bill Kohler
Account Manager, Kodak Alaris
COO Fortune 1000 Bank – Client
Shawn Hession
District Sales Manager, Cranel
Jan Frigo
Solutions Consultant, Revolution Data Systems
William Collins
Director of Technical Services, Revolution Data Systems
David Rak
Regional Channel Manager, Artsyl
Things to Do in NYC
The Feast of San Gennaro
Date: September 15-25
The Feast of San Gennaro 2022 in Little Italy, NYC runs from Thursday September 15 through Sunday September 25. Eat at some of the best Italian restaurants in the city, watch colorful parades, catch free concerts and of course, see the world-famous cannoli eating competition.
Hudson Yards
Hudson Yards is New York’s newest neighborhood and home to more than 100 diverse shops and culinary experiences, offices for leaders in industry, significant public art and dynamic cultural institutions including The Shed, modern residences, 14 acres of public plazas, gardens and groves and the world’s first Equinox hotel.
Chelsea Piers
Chelsea Piers is Manhattan’s most popular destination to learn, practice, play and compete in 25+ different sports. Located on the scenic Hudson River, Chelsea Piers offers instructional programs and sports leagues for youths and adults, a world-class fitness club and multiple dedicated event spaces.
Intrepid Air Sea Museum
The Intrepid Sea, Air & Space Museum in New York City is the only museum where visitors can experience the legendary aircraft carrier Intrepid, the first space shuttle Enterprise, a Cold War-era submarine Growler, a British Airways Concorde, and the world’s fastest jets.
Register Now
Richard Tamaro
President of CASO Document Management
Richard is the driving force behind positioning CDM as a nationally recognized leader in creative electronic content management solutions. Richard’s energy always is directed at ensuring that the CDM Team is doing the best by its clients. His laser focus on clients and creative force are behind the design of CDM’s ECM Toolbox Workflow and Eforms solutions that has helped many companies improve efficiencies, gain control of their records and save money.
Ryan White
President of DTI
Ryan started his career with DTI in 1996, however as the second generation leader of DTI, he has been living the DTI life since 1984, the year DTI opened its doors. DTI is a part of his family and gladly accepts the responsibility and honor to care for the employees and customers that give life to this company. Born and raised in Greensboro, he spent 10 years in Charlotte where he met his wife Jan. Now, back in Greensboro with their two kids, he loves spending time with family and friends.
Bill Kohler
Account Manager at Kodak Alaris
Bill is an industry veteran in the document imaging business. A 20 plus year career at Panasonic in sales and sales management as well as leadership roles at Sharp, Kyocera, and SONY. He recently joined Kodak Alaris along with most of his team from Panasonic. Bill is also an expert at business development and speaks at Fordham University each semester on prospecting. Bill is a native New Yorker, now living in NJ.
Guest COO
COO of Fortune 100 Bank
Surprise guest speaker! COO of a Fortune 1000 financial institution here to discuss their banks workflow success, over 500,000 transactions. Curious? Come to the ECM Toolbox Conference to find out more!
Shawn Hession
District Sales Manager of Cranel
Experienced District Sales Manager with a demonstrated history of working in the information technology and services industry. Skilled in Print Management, Ricoh, Digital Printing, Customer Relationship Management (CRM), and Variable Data Printing. Strong sales professional graduated from Bridgewater State College.
Jan Frigo
Solutions Consultant at Revolution Data Systems
Over twenty-five years in document and information management has given me exposure to just about every type of industry that makes our world go around. It is fascinating to see how the business world is interconnected. Intriguing to understand each organization’s approach to success.
William Collins
Director of Technical Services at Revolution Data Systems
I have been in the document imaging and repository software business since the mid 90’s with experience in several vertical markets including Legal, Healthcare, Manufacturing, State & Local Government, and more. I’m well versed with many tools in our industry such as Captiva, InputAccel, Kofax Ascent Capture, NSI Autostore, Captaris RightFax, EMC ApplicationXtender, Workflow for AX, eCopy, and more.
David Rak
Regional Channel Manager at Artsyl
I have spent the last 20 years specializing in sales and channel management within the enterprise content management software space across the country. Positioning premise and cloud-based software solution across multiple vertical industries, and integrations into other line of business systems. I excel in positioning these solutions within large enterprise accounts and assisting partners with sales efforts and closing strategies.