Conference Central
a360inc family of brands conference overview
RACI Matrix
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✔︎ Approved: 2026 Conference List
✔︎ Finance: Marketing Budget Authorization
✔︎ Sales: Defined Goals, & KPI's
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Meredith McCrory-Laws
Partners with leadership to define and execute a strategic path forward aligned to a360inc’s needs, ensuring objectives are delivered within approved financial parameters.
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The person who is ultimately answerable, and signs off.
Scott Brinkley, CEO
Mike Leroy, CFO
Kelly Boatenhammer, CAO
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Subject-matter experts who provide input or guidance, two-way communication with Meredith.
Neil Heath/Joel Rosenthal, ProVest - Legal Collections
Carl Turro/Marty Lapidis: ProVest - Default Services
Rob Pajon - a360 Suite of Solutions
Henry Davidson - Notary, a360inc
Drajica Medik - NearSource, a360inc
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Stakeholders who receive updates for awareness and visibility.
Scott Brinkley
Mike Leroy
Kelly Boatenhammer
2026 - Q1 & Q2
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a360inc:
Rob Pajon
ProVest:
Marty Lapidis
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March 3rd - Marketing Needs, Schedule with Henry
March 17th- Social Posts - LinkedIn - Eight Days Out
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Business Lines Represented: a360inc business units & Legal Support-Collections (ProVest)
Primary Objective: Drive increased visibility within the a360inc & ProVest services while meetings with clients and prospects to cross-sell complimentary solutions, deepen relationships, and expand engagement with peers, partners, and other solution providers.
KPIs
Meet with prospects
Onsite ad-hoc meetings
Measurement Source
Shared calendar
Collaboration with Business Unit Execs
Meeting Notes to CRM records with Actionable Items or Deliverables
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To be Announced
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a360inc:
Rob Pajon
ProVest:
Marty Lapidis
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TBD
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Business Lines Represented: Legal Support-Collections (ProVest)
Primary Objective: Drive increased visibility for ProVest services while meetings with clients and prospects.
KPIs
Meet with prospects
Onsite ad-hoc meetings
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To be Announced
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a360inc:
Rob Pajon
ProVest:
Marty Lapidis
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March 3rd - Marketing Needs, Schedule with Henry
March 17th- Social Posts - LinkedIn - Eight Days Out
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Primary Objective: Drive increased visibility within the a360inc & ProVest services while meetings with clients and prospects to cross-sell complimentary solutions, deepen relationships, and expand engagement with peers, partners, and other solution providers.
Business Lines Represented: a360inc business units & Legal Support-Collections (ProVest)
KPIs
Meet with prospects
Onsite ad-hoc meetings
Measurement Source
Shared calendar
Collaboration with Business Unit Execs
Meeting Notes to CRM records with Actionable Items or Deliverables
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To be Announced
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a360inc:
Henry Davidson
Shane Coffman
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February 24th - Marketing Needs, Schedule with Henry
March 10th- Social Posts - LinkedIn - Eight Days Out
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Business Lines Represented: a360inc Notary Services
Primary Objective: Drive increased visibility within the a360inc Notary Signing Services with prospects to cross-sell complimentary solutions, deepen relationships, and expand engagement with peers, partners, and other solution providers.
KPIs
Meet with prospects
Onsite ad-hoc meetings
Measurement Source
Shared calendar
Collaboration with Business Unit Execs
Meeting Notes to CRM records with Actionable Items or Deliverables
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To be Announced
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a360inc:
Henry Davidson
Meredith McCrory-Laws
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TBD
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Business Lines Represented: a360inc Notary Services
Primary Objective: Drive increased visibility within the a360inc Notary Signing Services with prospects to cross-sell complimentary solutions, deepen relationships, and expand engagement with peers, partners, and other solution providers.
KPIs
Meet with prospects
Onsite ad-hoc meetings
Measurement Source
Shared calendar
Collaboration with Business Unit Execs
Meeting Notes to CRM records with Actionable Items or Deliverables
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To be Announced
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DATES: May, 2026
VENUE: TBD
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ProVest:
Neil Heath
Joel Rosenthal
Scott Wittosch
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TBD
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Business Lines Represented: Legal Support-Collections (ProVest)
Primary Objective: Drive increased visibility for ProVest services while meetings with clients and prospects.
KPIs
Meet with prospects
Onsite ad-hoc meetings
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To be Announced
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DATES: June 4-5, 2026
VENUE: Denver Grand Hyatt
Conference Schedule
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a360inc:
Rob Pajon
ProVest:
Marty Lapidis
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TBD
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Business Lines Represented: a360inc business units & Legal Support-Collections (ProVest)
Primary Objective: Drive increased visibility within the a360inc & ProVest services while meetings with clients and prospects to cross-sell complimentary solutions, deepen relationships, and expand engagement with peers, partners, and other solution providers.
KPIs
Meet with prospects
Onsite ad-hoc meetings
Measurement Source
Shared calendar
Collaboration with Business Unit Execs
Meeting Notes to CRM records with Actionable Items or Deliverables
-
To be Announced
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ProVest:
Neil Heath
Joel Rosenthal
Scott Wittosch
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TBD
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Business Lines Represented: Legal Support-Collections (ProVest)
Primary Objective: Drive increased visibility for ProVest services while meetings with clients and prospects.
KPIs
Meet with prospects
Onsite ad-hoc meetings
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To be Announced
2026 - Q3
July
August
AFLN ANSWERS
MARK WILLS CENTRAL
RMAI EXECUTIVE SUMMIT
USFN COmpliance & Legal
2026 - Q4
Sept.
FIVE STAR
NADP Annual Meeting
ACUMA
MASTERS OF JUSTICE
Oct.
ALTA ONE
NCBA CONNECT
MBA ANNUAL
Nov.