Customer Summit
UNITE: The ProcessUnity Customer Summit
Join us for the 2025 ProcessUnity Customer Summit, Tuesday, May 6, 2025 to Thursday, May 8, 2025. The three-day conference features best practices, technical workshops and success stories from workflow and the exchange team members, industry experts and your peers.
Join your colleagues, industry peers, and experts from our workflow and exchange solutions for a day-and-a-half event packed with product deep dives, customer case studies, and opportunities to network with leaders in your field. An optional post-conference training bootcamp begins with a half-day session on May 7 and a full-day session on May 8. The conference includes:
- In-depth technical sessions, best practices, panel discussions and networking opportunities
- Customer case studies from forward-thinking risk practitioners and organizations
- The latest news on our solution offerings
- ProcessUnity company updates and a sneak peek into future platform upgrades
Ticket Prices
- Conference Only: $895
- Conference + Bootcamp Training: $1,295
(Note: There is a $100 discount per ticket for customers purchasing 2+ tickets.)
Conference Agenda:
Summit Day One:
Tuesday, May 6, 2025
7:30 AM – Registration & Breakfast
8:30 AM – Welcome to UNITE San Diego
8:45 AM – Turning TPRM Data Challenges into Opportunities
10:15 AM – Break
10:30 AM – Fireside Chat w/Edna Conway, David Wright (Accenture), Jeanine Pedoto (Prudential), and Dave Stapleton
11:45 PM – Lunch
12:30 PM – Customer Networking Event: Best Practices & Learnings for a Successful TPRM Program
1:45 PM – Breakout Sessions
- Track 1: Transform Data Chaos into Actionable Insights (Morgan Franklin Consulting)
- Track 2: Understanding, Interpreting, and Leveraging Third-Party Risk Data from the Global Risk Exchange
2:30 PM – Break
2:45 PM – Breakout Sessions
- Track 1: Strengthening Third-Party& Supply Chain Risk Management Through Financial Health: A Smarter Approach to Vendor Risk (RapidRatings)
- Track 2: The TPRM Platform + Global Risk Exchange Combo – Maximize Assessment Quality & Efficiency
3:30 PM – Breakout Sessions
- Track 1: Taming Third-Party Risk with Advanced Technologies – a Panel Discussion
- Track 2: Steering Success: The Power of ProcessUnity’s Customer-centric Approach
4:30 PM – Moderated Case Study
5:00 PM – Day One End
6:00 PM – Welcome Reception
Summit Day Two:
Wednesday, May 7, 2025
7:30 AM – Bootcamp Registration & Breakfast
8:30 AM – Welcome & Announcements
8:45 AM – Partner Keynote w/ PwC
9:45 AM – Break
10:00 AM – Product Roadmap: Threat & Vulnerability Response
11:00 AM – Product Roadmap: Risk Index, Evidence Evaluator, Assessment Autofill, Self-Registration
11:45 AM – Closing Remarks
12:00 PM – Lunch
Click Here for Bootcamp Session Descriptions
Bootcamp Day One:
Wednesday, May 7, 2025
1:15 PM – Welcome to Bootcamp
1:30 PM – Global Risk Exchange: How to Make Better Risk Decisions Faster
2:30 PM – New Feature Showcase: Workflow Enhancements
3:45 PM – Break (15 min)
4;00 PM – Building External API Integrations
5:00 PM – Day Two End
6:00 PM – Dinner at Casa De Reyes
Bootcamp Day Two:
Thursday, May 8, 2025
7:30 AM – Breakfast
8:15 AM – Welcome to Day Two of Bootcamp
8:30 AM – Morning Sessions
- Define Your Program – Configuration, Migration & Risk Framework Setup in ProcessUnity (GRX)
- Expression Writing Fundamentals (TPRM Platform)
- Optimizing Third-Party Portal Experience (TPRM Platform)
- Adapting Your Platform to Third-Party Assessment Program Changes (TPRM Platform)
10:15 AM – Break
10:30 PM – Morning Sessions II
- Run Your Program (Part 1) – Vendor Onboarding, Assessment Management & Risk Reporting (GRX)
- Button Configuration Essentials (TPRM Platform)
- Troubleshooting Through Data Validation Reports (TPRM Platform)
- Validators vs Required Properties: Building Effective Controls (TPRM Platform)
12:30 PM – Lunch
1:30 PM – Afternoon Sessions I
- Run Your Program (Part 2) – Threat & Vulnerability Management: Detection, Response & Automation (GRX)
- Questionnaire Pre-Population Techniques for Response Management (TPRM Platform)
- Platform Hygiene: Streamlining Your Environment (TPRM Platform)
- Validators vs Required Properties: Building Effective Controls (TPRM Platform)
3:30 PM – End of Bootcamp
Frequently Asked Questions
What is the room rate at the Mission Bay Resort?
$279/night plus taxes & fees.
Can you provide me with a justification document I can use to get approval to attend the conference?
Yes. You can download a copy here.
What is the cancellation policy?
Requests for cancellations and/or refunds will be accepted up to 30 calendar days prior to the conference start date and a 20% administrative fee will be deducted. Please note that this fee will be incurred for all cancellation/refund requests regardless of when they are received. Once a registration has been charged to a credit card, ProcessUnity cannot change the credit card used for payment. Refunds will be credited using the original method of payment less the cancellation fee. Cancellations received after the cutoff date will not be refunded for any reason. Refunds will not be issued for no-shows.
Click Here to Register for the 2025 ProcessUnity Customer Summit
UNITE is Proudly Sponsored By:
