IDS Executive Client Advisory Board

Essential Details & Information Needed

Details:

Date: April 16 – 18, 2019

Location: The Inn at Spanish Bay
2700 17-Mile Drive
Pebble Beach, CA 93953

Accommodations:
IDS will coordinate reservations and supply a confirmation number closer to the event. Check-in is 4pm on Tuesday, April 16th. If you plan to arrive before 4pm, please notify Kali Bernloehr by phone (612.851.3651) or email Kali Bernloehr.

Travel:
Each guest is responsible for their travel to The Inn at Spanish Bay. When confirmed, please provide an itinerary to Kali Bernloehr.

If you need assistance arranging ground travel, please contact the Pebble Beach Tranportation Dispatch:

Pebble Beach Transportation Dispatch
Hours: 6am – 8pm PT | 831-649-7606
Email: [email protected]

Suggested airports:

  • Monterey Regional Airport (20 min travel time to the hotel)
  • San Jose International Airport (90 min travel time to the hotel)
  • San Francisco International Airport (2 hour travel time to the hotel)

Please fill out the form below by the end of the day on Thursday, March 14th. If you do not yet know your itinerary, leave blank. When confirmed, please provide to Kali Bernloehr.

Details:

Date: April 16 – 18, 2019

Location: The Inn at Spanish Bay
2700 17-Mile Drive
Pebble Beach, CA 93953

Accommodations:
IDS will coordinate reservations and supply a confirmation number closer to the event. Check-in is 4pm on Tuesday, April 16th. If you plan to arrive before 4pm, please notify Kali Bernloehr by phone (612.851.3651) or email Kali Bernloehr.

Travel:
Each guest is responsible for their travel to The Inn at Spanish Bay. When confirmed, please provide an itinerary to Kali Bernloehr.

If you need assistance arranging ground travel, please contact the Pebble Beach Tranportation Dispatch:

Pebble Beach Transportation Dispatch
Hours: 6am – 8pm PT | 831-649-7606
Email: [email protected]

Suggested airports:

  • Monterey Regional Airport (20 min travel time to the hotel)
  • San Jose International Airport (90 min travel time to the hotel)
  • San Francisco International Airport (2 hour travel time to the hotel)

Please fill out the form below by the end of the day on Thursday, March 14th. If you do not yet know your itinerary, leave blank. When confirmed, please provide to Kali Bernloehr.

Agenda:

April 16th (Day 1)

Time Agenda Item Location
4pm – 6pm Check-In The Inn at Spanish Bay
6pm – 9pm Executive Networking and Dinner The Inn at Spanish Bay

April 17th (Day 2)

Time Agenda Item Location
7am – 8am Breakfast The Inn at Spanish Bay
8am – 12pm Thought Leadership Interactive Session

  • IDS Strategy and Business Update, David Hamilton, IDS CEO
  • Five Financial Services Trends to Watch, David O’Connell, Senior Analyst Aite Group
  • IDS Product Strategy and Roadmap
  • IDS Technology Strategy and Roadmap
  • Ensuring Technology and Architecture Support Business Strategy,  Roundtable Discussion Facilitated by David O’Connell
The Inn at Spanish Bay
12pm – 1pm Lunch The Inn at Spanish Bay
1pm – 1:30pm Travel Time The Inn at Spanish Bay
1:30pm – 7pm Industry Peer Networking (Golf or Spa Experience) Pebble Beach Golf Links
7:30pm – 9:30pm Dinner The Lodge at Pebble Beach

Note: One-to-one meetings with IDS executive team members available upon request

April 18th (Day 3)

Time Agenda Item Location
7am – 9am Breakfast The Inn at Spanish Bay
8:30am – 1:30pm Industry Peer Networking (Optional Second Round) The Links at Spanish Bay
12:00pm Check-Out The Inn at Spanish Bay

Note: One-to-one meetings with IDS executive team members available upon request