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.
Hear from visionary keynote speakers who will explore industry trends, recent legislatiion, and strategic insights to inform your compliance decisions.
Expand your network with Red Oak administrators, power users, and industry experts while enjoying a taste of Texas— savor BBQ and live music at Antone's, Austin’s legendary venue. Make lasting connections in a relaxed, iconic setting.
Red Oak implementation/support experts...unless we consider Implementation and Support to be proper nouns (capitalized).
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.
Master advanced Red Oak features with in-depth training sessions designed to boost your efficiency and streamline daily workload.
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…
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 leading and managing global organizations worldwide, bringing a forward-thinking approach and unique voice to his brand of leadership. His uncompromising dedication to building and leading teams of virtue and character, his straight-forward, no-nonsense style partnered with his extensive experience in combat and in Washington D.C. will motivate, teach, inspire, and empower audiences. General Neller is unwavering in his commitment to the ethos “Effort Matter, Character Counts.”
Neller was commissioned in the United States Marine Corps in 1975 and has served as an infantry officer at all levels. He commanded the Marine Security Force Company Panama during Operations JUST CAUSE and PROMOTE LIBERTY, 3d Light Armored Infantry Battalion during Operation RESTORE HOPE in Somalia, 6th Marine Regiment, 3d Marine Division, Marine Forces Central Command and Marine Forces Command His Joint assignments include service in the Policy Division of Supreme Headquarters Allied Powers Europe (SHAPE) in Casteau, Belgium, and as the Director of Operations (J3) of the Joint Staff in Washington, D.C. In 2006 he was Deputy Commanding General, I Marine Expeditionary Force (Forward) where the Iraq Awakening took root in the Anbar Province during Operation IRAQI FREEDOM 05-07.
A graduate of the University of Virginia with a B.A in History and Speech Communication, General Neller also holds a M.A. in Human Resource Management from Pepperdine University. During his 44 year career in the Marine Corps, he became a graduate of the Advanced Armor Officer Course, the Marine Corps Command and Staff College, the NATO Defense College and the Armed Forces Staff College. General Neller served as the President of Marine Corps University and is currently a Senior Distinguished Fellow at The University of Texas Clements Center, sits on the advisory board for the University of Virginia’s National Security Policy Center, is a senior mentor with the National Defense University and serves as Chairman of the Board for the Marine Corps Scholarship Foundation.
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.
James E. Bunn, President, Global Equities and Investment Banking
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. Prior to Lane Berry, Mr. Bunn was with Citigroup Global Markets in the electronic financial services group focusing exclusively on the financial technology, payment and transaction processing industries. Mr. Bunn has completed more than 75 transactions over the course of his career. He received both his undergraduate degree and his MBA from the University of Michigan.
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.
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.
Fly into Austin-Bergstrom International Airport (AUS). Rideshare and taxi options to downtown Austin range from $20–$35.
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.