Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Year(s) in Review

A look back at the new features we've added to the platform since our last meeting.


Tron will provide stats on system uptime, security and performance.

Deeper Dive – New Features

A deeper dive into the new features we've added to the platform. What they are and how to use them.

Document Management/Live Annotations

We’ve made some powerful improvements to our document management system. We'll take a look at how to utilize those improvements and integrate them into your processes.

Beginners Excel – CSV #2

Data can provide powerful insights if you can understand it. In this session, we make sense of the CSV #2 report, and how to leverage Excel to generate custom reports.

New Adverse Action Process

Adverse action can now be configured at the jurisdiction level. We'll take a look at how to do this.

Pricing Beta

There's a new way to configure everyone's favorite task: pricing! In this session, we will show you how to use the new pricing beta interface to make pricing setup easy-peasy.

Visions for 2022

In this session, Barry will tell you what he has in mind for the next year and lead a discussion to hear your thoughts.