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Boot Camp, May 7-9, 2018

CaseMax thanks our all our Boot Camp Attendees

The weary winter weather is over and May flowers will be springing up all over.
Join CaseMax in the City of Fountains, Kansas City, Missouri, for our second annual Boot Camp.

Our theme this year is CaseMax Efficiency: Minimum Resources, Maximum Benefit

We have expanded our offerings, and we have changed the format to give our attendees an
experience that will send them home with the information they need to spring forward.

One of those changes is the addition of panel discussions. Please email us as soon as possible if you would like to be on a panel.

Monday evening starts with a cocktail and hors d’oeuvre reception sponsored by our Business Partners.
Tuesday, we have a full day of panel discussion, brainstorming sessions and training.

We will cap it off with dinner and a chance to explore a bit of the city.

Wednesday we have planned more sessions as well as one-on-one time with the CaseMax team before
we bid you farewell.

Conference attire – casual

Some sessions will be hands on, so bring your laptops.

Conference Registration includes:

  • Evening reception on the 7th
  • Breakfast, snacks, lunch, and dinner on the 8th
  • Breakfast and lunch on the 9th
  • 2 full days of panel discussions, brainstorming, training, and one-on-one seesions.
  • Complimentary conference registration to our clients
  • Conference registration and sponsorship opportunities for our Business Partners.
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Business Partner Sponsorship Benefits:

CaseMax has great partners, and we want CaseMax clients to get to know you better.
This year we promise you will have more space and more opportunities for recognition with three
sponsorship levels.
Please email us about customizing your sponsorship to best meet
your needs.

Benefits Silver Gold Platinum
Signage on display at the conference X X X
Marketing materials available to attendees X X X
Logo on the Boot Camp splash page X X X
Logo, name, and a link to your website on the Sponsorspage X X X
Opportunity to be a Panelist X X X
Recognition throughout the conference, including special recognition at any meal you sponsor X X X
Individual table for marketing material X X
Special Signage at sponsored meal and throughout the conference X X
Opportunity to Address the conference at a sponsored event X
Number of complimentary attendees 1 1 2
Cost for each additional attendee $300 $300 $300
Cost for Sponsorship $1,500 $2,250 $3,000

Our Boot Camp venue is the lovely and historic

President Hotel
1329 Baltimore
Kansas City, MO 64105

Reserve your room(s) by Friday, April 13, 2018 to get the Boot Camp rate of $169/night.

Use the conference group link below or
call the corporate reservations line at 1.800.HILTONS (445.8667)

Hotel Registration

Hotel Amenities:

  • 24-hour Business Center
  • 24-hour Fitness Center
  • Gift Shop
  • Valet Parking
  • Self-Parking (for a fee)


CaseMax Efficiency: Minimum Resources, Maximum Benefit

May 7, 2018

9:00 a.m. – 3:00 p.m. Tech Talk – topics  may include:
CaseMax API
Non-Seed Data Participants
Advanced WP Topics
Custom Reporting Against WP Nodes
BK Table Relationships
Developer Considerations for New Functionality
Mike Doerfler Kansas Room
3:00 – 5:00 p.m. Tech Rehearsal Facilitators and Panelists Aztec Room
3:00 p.m. – 6:30 p.m. Registration Support Staff Lobby
5:30 p.m. – 6:30 p. m. Welcome Reception  All Mezzanine

May 8, 2018

8:00 a.m. – 9:00 a.m. Breakfast All Aztec Room
9:00 – 9:30 a.m. Welcome and Introductions Mike Zevitz, Tricia Osgood Aztec Room
9:30 – 11:00 a.m. CaseMax Efficiency: A Panel of our Clients
Topics include:
Managing Caseloads
Signature Verification
Release 17.3
Address Verification
David Maland
Stacey Chambers
Jennifer Crouch
Michael Freeman
Brittany Sims
Thomas Walsh
Aztec Room
11:00 – 11:15 a.m. Break All Break Room
11:15 a.m. – 12:00 p.m. CaseMax Efficiency – Keeping Abreast of
Loansphere Changes
Tricia Osgood
Darren Meigs
Aztec Room
11:15 a.m. – 12:00 p.m. Scheduled One-on-One Time CaseMax Staff Kansas Room



1:00 p.m.-2:30 p.m. CaseMax Efficiency: Billing Wizard Sarah Holland AztecRoom
2:30 – 3:00 p.m. Maximize Benefits through Integrations Tricia Osgood
Jim DeGaetano
Scott Shilling
Adam Hansen
3:00 – 3:15 p.m. Break All BreakRoom
3:15 p.m – 3:30 p.m. Efficient Workflow Workpoint AztecRoom
3:30 p.m. – 4:30 p.m. Maximize Benefits –
A feedback Town Hall meeting.
The Support Team will respond to pre-submitted questions and then take open microphone Feedback
Brian Hamrick
Scott Eifler
Pam Sullivan
Patrick Windes
Aztec Room
4:30 p.m. – 5:00 p.m. Parking Lot and Wrap up Tricia Osgood, Michelle Duncan Aztec Room

Get ready for the evening. Travel by street car.
Drinks and dinner at the Harvey House in Union Station.
Open bar followed by dinner  6:30 – 9:30.

May 9, 2018

7:30 a.m. – 8:30 a.m. Breakfast All Aztec Room
8:30 a.m. – 8:40 a.m. Welcome Back Tricia Osgood Aztec Room
8:40 – 10:00 a.m. Maximum Benefit – Quotes Now and in the Future Pam Sullivan Aztec Room
10:00 a.m. – 10:15 a.m. Break All Break Room
10:15 a.m. – 11:00 a.m. CaseMax Efficiency – User Interface Road Map Requirements Tricia Osgood
Tray Ailshie
Aztec Room
11:00 – 11:30 a.m. CaseMax Efficiency – 2018  Road Map Requirements Tricia Osgood Aztec Room
11:30 a.m. – 12:30 p.m. Minimize Resources, Maximize Benefit – Wish List Tricia Osgood Aztec Room

Lunch and Wrap Up


Thanks to these Sponsors





Publication Point


If your company would like to be a Sponsor,  see  the

Business Partner Sponsorship and Registration tab.

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