User
Conference
Join Us for the 2025 Red Oak User Conference - April 27-30, 2025!
Connect with Red Oak users and experts from around the world at the 2025 Red Oak User Conference in Austin, TX. Engage in networking, gain hands-on knowledge about our platform and regulatory trends, and share your ideas to shape the future of Red Oak.
Who:
Red Oak Users and Prospects
When:
April 27-30, 2025
Where:
Thompson hotel, Austin, TX
Cost:
$750 (Excludes Lodging & Travel)
Top Reasons to Attend the Red
Oak User Conference
Build Valuable Connections
Expand your network with Red Oak Administrators, Power Users, and industry experts while enjoying a taste of Texas— savor BBQ and live music at Austin’s legendary venue, Antone’s. Make lasting connections in a relaxed, iconic setting.
Gain Industry-Leading Insights
Hear from visionary keynote speakers who will explore leadership, industry trends, and strategic insights to inspire your next move.
Boost Your Productivity with Advanced Training
Master advanced Red Oak features with in-depth training sessions designed to boost your efficiency and streamline daily workflows.
Get Expert Implementation Support
Get hands-on guidance from Red Oak Implementation experts to immediately apply new strategies and insights to your projects, ensuring faster, more effective implementation of new techniques and best practices.
Shape the Future of Red Oak
Be part of shaping Red Oak’s future by learning about our product roadmap and sharing direct feedback with our development team. Your input will help influence strategic priorities and future enhancements.
Keynote Speakers
General Robert B. Neller, USMC, Retired
37th Commandant of the United States Marine Corps and decorated veteran, General Robert B. Neller is a proven transformational leader and change agent. General Neller successfully led the United States Marine Corps through one of its most dynamic periods in its storied history including integrating women into previously restricted ground combat units, addressing and developing policy for transgender service members, infantry squad changes, implementing social media guidelines and more, all while engaged in multiple threats of combat, the whole time elevating the uncompromising high standards that the Marine Corps is known for across the globe. “A warrior, leader, and statesman,” General Neller has over 44 years of experience…
James E. Bunn, President, Global Capital Markets
James E. Bunn is the president of the Global Capital Markets business for Raymond James. Prior to his current role, Mr. Bunn served as President of Global Equities & Investment Banking and head of Investment Banking. From 2009 to 2013, Mr. Bunn was a Managing Director and Co-Head of Technology Services group for Raymond James. He has more than 17 years of investment banking experience working with software, transaction processing and technology-enabled outsourcing companies. Prior to joining Raymond James, Mr. Bunn was head of the financial technology investment banking practice for Lane, Berry & Co., a leading middle market advisory firm that was acquired by Raymond James in 2009.
Speakers
Meet the speakers
Cathy Vasilev
Co-Founder and COO
Stephen Pope
Co-Founder and CEO
Rick Grashel
Co-Founder and CTO
Tasha Momberger
SVP of Implementations
Stay tuned for more speaker announcements.
Cost
Registration Fee
Conference Registration: $750 (excludes hotel and travel)
Your registration fee includes all sessions, materials, and exclusive experiences such as Texas BBQ, live music at Antone’s, and a complimentary professional headshot.
Justifying the cost? Download our pre-prepared Conference Approval Letter to outline the conference benefits and secure management’s approval for funding.
Hotel
The Thompson Hotel
We’re excited to host the 2025 Red Oak User Conference at the luxurious Thompson Hotel in downtown Austin. With its bold, contemporary design and vibrant atmosphere, the Thompson is the perfect setting to work,relax, and connect with fellow attendees.
Situated in the heart of Austin, known for its rich culture and live music scene, the Thompson offers unique experiences—whether you’re unwinding poolside, exploring local flavors, or enjoying the hotel’s upscale amenities. Its blend of modern elegance and energetic charm creates an unforgettable environment for conference participants.
We’ve secured a special group rate of $319 per night (plus tax) for all attendees, valid for up to three days before and after the conference (subject to availability). Be sure to use our dedicated link to book once registration opens.
Transportation
Register Today
Covid Protocals
This will be an in-person event only.
We look forward to seeing everyone at the 2025 Red Oak User Conference. We want to assure you that we are committed to the health and safety of our attendees, their families, and their communities. Red Oak will adhere to all federal, state, and local country guidelines for Travis County, Texas. Currently, masks, proof of vaccination, and/or negative tests are not required. We will continue to monitor and update our requirements if needed.
No matter how well we prepare and how careful we are, an inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you and any guests voluntarily assume all risks related to exposure to COVID-19 and agree not to hold Red Oak Compliance Solutions, LLC and any of their affiliates, directors, officers, employees, agents, contractors, or volunteers liable for any illness or injury. Red Oak Compliance Solutions, LLC will adhere to current recommendations from the U.S. CDC and the state of Texas for this event.
This event is open to current Red Oak clients only. If you have questions or need assistance registering, please contact the Red Oak team.
Company
Consulting Services
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